The DS-7002 Training/Internship Placement Plan, or the Training Plan, is a Department of State-required document for all J-1 Interns and Trainees. The purpose of the Training Plan is to create a comprehensive framework of what the Intern or Trainee will be doing and how they will be trained throughout their program.
Note: It is important that the Training Plan be completed in detail, as this document will be presented during the Intern or Trainee’s interview at the U.S. Embassy. It will also be uploaded to SEVIS, the Student and Exchange Visitor Information System, which is maintained by the Department of Homeland Security.
Step 1: Check Eligibility Requirements
Step 2: Watch the Training Plan Instructional Video
- View this short instructional video:
Step 3: Begin the Training Plan
- Click on the “Training Plans” tab in your online account. Select the intern or trainee for whom you wish to create a training plan.
- Complete all forms in the Host Forms section of the Training Plan (A "" will appear for each section when completed).
- Confirm the Company Basics form.
- Pro tip: You will only need to complete the Company Basics once. The information will be saved and carried over for future applicants. Do not revise the Company Basics unless there has been a change in address, phone number, DUNS #, FEIN #, or Annual Revenue.
- If your company has multiple locations, you will need to create a Host Employer Application for EACH site. Do not update the address here if you will be hosting participants at multiple locations. Contact us to create a new application for the other sites.
- Complete the Program Information form.
- Ensure that there are 5 full-time employees, on-site per J-1 Intern or Trainee. This excludes interns, temps, independent contractors.
- Select a Main Program Supervisor for the participant. This will be InterExchange’s primary contact for this specific participant.
- Complete the Compensation form.
- Ensure that all participants whose programs are 6-months are longer are receiving at least the local minimum wage.
- Programs over 6-months cannot be unpaid.
- Upload the Required Documents
- Upload a current copy of your Workers Compensation policy certificate OR proof of exemption or equivalent coverage if applicable. The Workers Compensation policy MUST demonstrate cover for the site of activity where the participant will be training.
- View examples of acceptable Worker’s Compensation
- If you did not provide a Dun & Bradstreet (DUNS) Number in the Company Basics section, you must upload a copy of your business license or registration to the documents section.
- Confirm the Company Basics form.
Step 4: Create Training Plan Phases
- Click the "Add Training Plan Phase" button.
- All training plans must have a minimum of one phase.
- Each phase must be different and build off the previous phase.
- Responses for each question must include at least 2-3 sentences.
- Responses should be unique to each phase.
- To copy phases from another participant, visit an existing Training Plan and use the Copy Phases button. Please refer to our tutorial for more information on copying training plans.
Step 5: Answer Phase Questions
i. Select Phase Supervisor:
- Select the Phase Supervisor from the dropdown list.
- The selected phase supervisor must be the same person signing the phase.
- The phase supervisor can be different than the main program supervisor.
- If the phase supervisor does not have an account, invite them to the application by clicking “Invite Colleague” in the “Contacts” tab.
- Logins cannot be shared - each contact must have their own login.
- Only members of your organization, with company email addresses, may have access to training plans.
ii. Phase Name:
- Provide a phase name to indicate the objective, focus, or departmental rotation for this phase.
iii. Phase Start Date and Phase End Date:
- Indicate the first and last day of the phase.
- No phase can exceed 4 months.
- There cannot be any gaps between phases (e.g., if the first phase ends on September 2nd, the next phase must begin on September 3rd, even if the 3rd is a weekend or holiday).
- The cumulative phase dates must exactly match the program dates.
- For hospitality programs that are six months or longer, ensure there is a minimum of three departmental rotations and phases.
iv. Description of Trainee or Intern’s Role for this Program or Phase:
- Identify the role you will offer your Intern or Trainee and how his or her education or work experience will be applied in this role.
v. Specific Goals and Objectives:
- List the specific goals and objectives for this phase and the skills the Intern or Trainee will be learning or improving.
vi. Please list the names and titles of those who will provide continuous supervision of the Trainee or Intern, including the primary supervisor. What are these persons’ qualifications to teach the planned learning?:
- List the name(s) and qualifications (education, experience, or skills) of the supervisor(s) that will be involved in this phase of training.
- Please provide at least 1 sentence describing the primary supervisor’s qualifications.
vii. Cultural Activities:
- Identify specific activities in which the Intern or Trainee will be encouraged to participate. Since this is a cultural exchange program, host organizations should, at a minimum, provide recommended avenues for cultural activities outside the typical training environment.
- Check out our Culture Exchange Resource for ideas.
viii. Knowledge, Skills, and Techniques:
- List the specific skills and knowledge the Intern or Trainee will gain by training with you and your colleagues in this phase
- Include some examples of what the Intern or Trainee will be doing and projects he or she will be working on.
- Specify why this training must be completed at your organization and not in the Intern or Trainee’s home country.
ix. How Knowledge, Skills, Techniques are Taught:
- Explain how the skills and techniques will be taught to the Intern or Trainee.
- Be very specific in this section, highlighting the actual tasks and activities the participant will be doing.
- Include examples of how the Intern or Trainee will be taught and the training they will receive in this phase.
x. How will the acquisition of new skills and competencies be measured?:
- Explain how the Intern or Trainee's progress will be evaluated and how you will ensure that the goals and objectives of this phase are reached.
Step 6: Review and Sign Training Plan
- Confirm each phase question is answered with at least two to three sentences or bullet points (The plan must be specific and clear and cannot include “see previous phase” or “tbd”).
- Confirm each phase is unique and builds upon the previous phase(s).
- Confirm that the plan does not encompass more than 20% clerical tasks.
- Complete the following when you’re ready to submit the training plan:
- Confirm that each phase is digitally signed by the phase supervisor listed (The phase supervisor for each phase will sign by clicking the “Sign Phase” button).
- Sign the Host Employer Agreement (This will only be permitted once all phases are signed, all host forms are completed, and all required documents have been uploaded).
- Ensure all phases signatures and the Host Employer agreement must be signed by the contact from his or her own account. Signatures cannot be provided by a proxy or by using another contact’s login details.
- Ensure that the status of the training plan has changed to “Submitted”.
NOTE: After the training plan is submitted, the intern or trainee will receive notification that he/she may now sign the Participant Agreement of the Training Plan. Once he or she signs the agreement, it will be ready for review by InterExchange. If you need to make adjustments to phases after signing, please contact InterExchange. If we approve the training plan and overall program, you will be able to download a copy of the fully executed training plan from your online application at that time.
- Once the participant signs the agreement and submits a complete application, InterExchange will begin the review.
- If you need to make adjustments to phases after signing, please contact InterExchange.
- If we approve the training plan and overall program, you will be able to download a copy of the fully executed training plan from your online application at that time.