Needs Assessment Worksheet

Mar 07 2008

Use this worksheet to plan how you will find out more about a possible training need. The worksheet can help you to plan your investigation to learn more about the business problem and its causes, what needs to be done to solve the problem, how much support there is for training, whether training is a good solution, etc.

Name:__________________

Organization:________________

Date:______

Business Problem/Opportunity: (describe situation which merits investigating potential training needs)

Business Sponsors: (position(s) of people who would pay for training/HR services and approve HR/training plans

Target Audience: (types of people who might need training or other HR services, numbers of target audience, location, etc.)

Requirements/Constraints to Consider in Planning Needs Assessment (time to implement, budget constraints, attitudes towards HR/training of managers/trainees, etc.)

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Recommended Methods to Assess Needs (e.g. focus group, questionnaire, advisory group, etc.) to Use to Investigate Training Needs

Needs Assessment Methods	Benefits/Advantages	Concerns/Dangers

Who would you want to investigate (talk with, survey, observe) in order to uncover training needs? (List all groups)

What methods would you use for which groups? What would you do first, second, third?

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Overall, what do you expect to work well about your approach to discovering training needs?

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What do you think might go wrong or cause problems for you now or in the future, based on your approach to discovering training needs?

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