Training Needs Analysis: The
First Step in the Training Process
Performing a
training needs analysis is the first step in the training process and is
critical for a successful program. The purpose of a needs analysis is to
determine that training is the best solution and identify what training is
needed to fill the skill gap. This step is often disregarded for reasons such
as time constraints or lack of perceived value by management. However, skipping
the training needs analysis can cause major problems. Time, resources and
dollars may be wasted on training that was unnecessary or ineffective.
A training need exists when there
is a gap between what is required of a person to perform their job proficiently
and what they actually know.
The reasons for conducting a training needs analysis are:
The reasons for conducting a training needs analysis are:
• To determine whether training
is needed
• To determine causes of poor performance
• To determine content and scope of training
• To determine desired training outcomes
• To provide a basis of measurement
• To gain management support
• To determine causes of poor performance
• To determine content and scope of training
• To determine desired training outcomes
• To provide a basis of measurement
• To gain management support
Performing a
training needs analysis is most appropriate when training is requested for a
performance issue, when new information systems or business processes are
introduced, and when your organization mandates training.
The analysis process can be as detailed or as simple as the situation requires. For details on the various needs analysis types, please view our Needs Analysis Study Types diagram. The type of needs analysis you use should ultimately be based on your goal, however, you should consider other factors such as time, available resources, money, etc. Regardless of the complexity of your analysis, there are six steps fundamental to all effective training needs analysis.
The analysis process can be as detailed or as simple as the situation requires. For details on the various needs analysis types, please view our Needs Analysis Study Types diagram. The type of needs analysis you use should ultimately be based on your goal, however, you should consider other factors such as time, available resources, money, etc. Regardless of the complexity of your analysis, there are six steps fundamental to all effective training needs analysis.
Step One – Identify Problem Needs
• Determine circumstance for training request
• Identify potential skill gap
• Set objectives
Step Two – Determine Design of Needs Analysis
• Establish method selection criteria
• Assess advantages and disadvantages for methods
Step Three – Collect Data
• Conduct interviews
• Administer surveys and questionnaires
• Conduct focus groups
• Observe people at work
• Review documents
Step Four – Analyze Data
• Conduct qualitative or quantitative analysis
• Determine solutions and recommendations
Step Five – Provide Feedback
• Write report and make oral presentation
• Determine next step – training needed?
Step Six – Develop Action Plan
• Use results as the basis for training design, development and evaluation.
• Determine circumstance for training request
• Identify potential skill gap
• Set objectives
Step Two – Determine Design of Needs Analysis
• Establish method selection criteria
• Assess advantages and disadvantages for methods
Step Three – Collect Data
• Conduct interviews
• Administer surveys and questionnaires
• Conduct focus groups
• Observe people at work
• Review documents
Step Four – Analyze Data
• Conduct qualitative or quantitative analysis
• Determine solutions and recommendations
Step Five – Provide Feedback
• Write report and make oral presentation
• Determine next step – training needed?
Step Six – Develop Action Plan
• Use results as the basis for training design, development and evaluation.
Although
conducting a step-by-step training needs analysis is recommended, the reality
is that time and resources are not always available for this type of effort. In
these situations, don’t simply write off the analysis completely – do the best
you can with what you have. Try to, at least:
• Clarify the performance issue
• Evaluate and define what the target audience is doing versus what they
should be doing
• Establish the causes of the performance issue
• Determine solutions that will solve the issue
• Evaluate and define what the target audience is doing versus what they
should be doing
• Establish the causes of the performance issue
• Determine solutions that will solve the issue
Keep in mind –
good training doesn’t just happen. It is the result of much preparation and
forethought.
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