How to Conduct a Training Needs Assessment (+Free Template)
- Updated: October 3, 2024
Organizations plan employee training programs to overcome challenges such as supporting the rollout of new software or technology, addressing new industry compliance regulations, employee upskilling and development, or realignment of job functions due to restructuring.
To properly build effective training programs, L&D teams must have a solid understanding of the skill gaps and reskilling needs across their workforce.
Enter a training needs assessment. This enables organizations to lay the groundwork for learning programs, understand their workforce upskilling needs, and make L&D decisions based on measurable outcomes to achieve better ROI.
In this article, we’ll break down why organizations must conduct training needs assessment exercises, how to orchestrate training needs assessments, explore enterprise L&D examples, and provide you with a free training needs assessment template to get started.
What is Training Needs Assessment?
A training needs assessment (often shortened to ‘TNA’) is a systematic process used by organizations to identify gaps between their employees’ current skills and competencies and the skills required to achieve the organization’s objectives. By evaluating existing skills, analyzing future skill requirements, and understanding the specific training needs of different employee groups, a TNA enables organizations to design targeted and effective training programs that enhance productivity, efficiency, and overall performance.
Why Conduct a Training Needs Assessment?
Here are a few reasons why organizations must prioritize conducting a training needs assessment:
1. Provides role-based, personalized training
At an individual level, a training needs assessment analyzes employees to understand their role-specific requirements and learning preferences.
By understanding the specific skills and competencies required for different roles, L&D teams can easily tailor training content to effectively meet employee needs. Additionally, considering personal preferences such as language, learning style (visual, auditory, or kinesthetic), and preferred training methods (e.g., online courses, workshops, or hands-on training) ensures the training is engaging and effective.
Personalized learning not only enhances skill development but also increases employee satisfaction and retention, as employees feel their unique needs are being addressed
2. Identifies any gaps in skills
A training needs assessment assesses employees’ current skill levels and compares them to the skills required to achieve business objectives to identify skill gaps and highlight areas where additional training is needed. This ensures that training efforts address the most critical deficiencies, thus enhancing overall performance and productivity.
3. Uncovers new training methods or approaches
A thorough training needs assessment identifies what training is needed and explores the most effective ways to deliver this training. By evaluating the success of current training programs and researching innovative methods, organizations can uncover new approaches that may be more effective or efficient.
This includes leveraging eLearning platforms such as a digital adoption platform or learning management system or incorporating learning strategies such as gamification, blended learning, adaptive learning, etc.
4. Improves ROI from training programs
Conducting a training needs assessment ensures that training investments are directed toward the most impactful areas, improving the training ROI. Organizations can allocate resources more efficiently by accurately identifying the skills and competencies that need development and avoiding unnecessary or redundant training. Practical training that addresses identified needs leads to better performance improvements, higher employee productivity, and, ultimately, greater financial returns.
3 Levels of Training Needs Assessments
Let’s discuss the three levels of training needs assessment.
1. Organizational
Focus: Training needs assessments at the organizational level help identify training programs that align with the strategic business objectives of an organization. A macro-level analysis identifies areas where the workforce lacks the necessary knowledge or skills and helps create training programs according to these requirements. |
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2. Operational
Focus: At the operational level, a training needs assessment determines the type of training that will be conducted to achieve a specific level of proficiency. Operational-level training needs assessments to assess the knowledge and skills required for specific tasks and correlate these requirements to the workforce’s skills. |
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3. Individual
Focus: At an individual level, a training needs assessment analyzes how every employee performs in their job role. It gives you a complete picture of employee performance and whether their performance meets the expected standards. |
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How to Conduct a Training Needs Assessment
Here’s your checklist to conduct a training needs assessment before designing and launching your training program:
1. Start by identifying key business outcomes
The first step in your training needs assessment is to identify the organization and department goals, as well as their priorities, to determine the behaviors that need to be changed to achieve those goals.
Identifying business needs enables learning teams to implement competency models, identify the teams that are in need of training, assess different training options, and uncover opportunities that can contribute to the success of employees, business units, as well as the organization.
Important questions that must be addressed in this stage are:
- Does the organization need this assessment?
- Why is it being conducted?
- What is the ultimate goal that the organization is trying to accomplish?
- Will a training program provide a solution to accomplish the desired business outcome?
Here are a few examples of ultimate goals for an organization:
- Improve customer service representatives customer satisfaction ratings
- Improve customer retention by 5%
- Improve employee morale through better supervision by middle management
- Reduce customer support call time to under four minutes
In short, when we talk about business goals or outcomes, we focus on measurements such as financial performance, revenue, profit, ROI, and also softer outcomes such as customer satisfaction and customer loyalty.
2. Define relevant job behaviors
Once you have determined your desired business outcomes, the next step is to define the core competencies that everyone in the organization needs to develop, to some degree, in order to contribute to the organizational goals.
Core competency is an organization’s unique ability, product, or service that gives them a competitive advantage in the industry. Every member of the organization needs to have a basic proficiency level on the defined competency.
For instance, let’s say the mission statement of a company is to provide the best customer service in the industry to address a gap that none of the competitors have filled.
The core competency here is to have the most satisfactory customer service in the industry, which becomes the ultimate organizational goal. The next step is to define relevant job behaviors that will contribute towards achieving the set goal.
| Behavior | Description |
| Persuasive Speaking Skills | Ability to speak confidently, stay positive, and offer the kind of compelling arguments that lead to conversions. |
| Empathy | Ability to understand another person’s emotions and their point of view. |
| Adaptability | Ability to handle inquiries coming in via any channel – phone, email, social media, and maybe even in person. |
3. Collect data
Data collection is a crucial step in the training needs assessment process, providing insights into employees’ current skills and competencies. A few standard methods of collecting data include:
Surveys and Questionnaires
Surveys and questionnaires are practical tools for gathering quantitative data from many employees. They can include questions about current skills, training preferences, and perceived skill gaps.
Interviews
Interviews provide qualitative data through direct interaction with employees and managers. They allow in-depth discussions about training needs, performance issues, and personal development goals.
Observations
Observations involve watching employees perform their tasks to identify skill gaps and training needs. This method provides real-time insights into employee performance and behavior.
4. Analyze the data to identify skill gaps and training needs
Using your accumulated data, begin to identify your employees’ knowledge and skill gaps. A comprehensive skills gap analysis involves:
- Comparing current skills and performance levels against the desired proficiency levels.
- Identifying the discrepancies or gaps between the two current and expected standards.
- Fill in the gaps using training and development programs to build a team of skilled workers ready to contribute to the organizational goals.
5. Building training agenda
Once you have determined the knowledge, skills, or behaviors your employees must develop to achieve established goals, it’s time to develop the complete training agenda.
To create a training agenda, you need to:
- Determine the targeted end date for the training program
- Identify priorities for individual sessions and groups to put them on a schedule
- Determine a training budget
- Decide if you want to conduct the training internally or externally
6. Choose training method
Identify the most effective training methods to address your identified skill gaps. The most effective training method will depend on numerous factors, like your organization’s maturity level, industry, current skill gaps and competency needs, employee preferences, and more.
A few of the most common training methods include:
- Traditional classroom-style training: Face-to-face learning and instructor-led courses ideal for foundational knowledge and complex topics that benefit from direct interaction with an expert.
- Online training: eLearning occurs via web browsers and allows learners to engage with training materials at their own pace via tools like learning management systems (LMS).
- On-the-job training: On-the-job training takes advantage of the 70-20-10 method of learning to provide more contextual employee training. The rule states that 70% of learning comes from real-life experiences and hands-on training, 20% from social interaction and peer-based learning, and 10% from traditional training programs. With on-the-job training programs, employees learn by doing, enabling them to master skills through hands-on practice.
- Mentorship and coaching: The coaching method involves an experienced professional—a supervisor, mentor, or veteran employee—who mentors or coaches an employee on specific job tasks and responsibilities.
- Simulation training: Simulation training lays out different scenarios that allow employees to practice tasks that mimic the actual work of their specific job’s role. This is an ideal training method for employees working in high-risk or high-stakes fields, such as pilots or doctors.
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7. Communicate the training plan
Effective communication of the training plan is critical to its success. Employees must be informed about the training objectives, schedule, and expectations. Clear communication helps to build anticipation and buy-in from participants, ensuring that they understand the importance of the training and are motivated to engage fully.
8. Evaluate training effectiveness
The final step in the TNA process is to evaluate the effectiveness of the training programs. This involves measuring training outcomes against the initial objectives and identifying any improvements in employee performance and skills. Evaluation methods can include feedback surveys, assessments, performance metrics, and follow-up interviews. Continuous evaluation helps refine and improve future training programs.
Training Needs Analysis Example
Let’s look at an example to understand what a training needs assessment process looks like for an organization.
X Corporation, a mid-sized technology firm, aims to enhance its workforce’s skills in project management, advanced software development, and customer service to support rapid growth.
Step 1: Identify key business outcomes Objective: Align training with goals to improve project delivery, software quality, and customer satisfaction. Key business outcomes: Reduce project delivery timelines by 20%, decrease software bugs by 15%, and improve customer satisfaction by 25%. |
Step 2: Define relevant job behaviors Objective: Identify specific job behaviors that support business outcomes. Relevant job behaviors defined:
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Step 3: Collect data Objective: Gather comprehensive data on current skills. Methods :
Data Collected:
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Step 4: Analyze the data to identify skill gaps and training needs Objective: Identify specific areas where training is needed. Skill gaps identified:
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Step 5: Build a training agenda Objective: Develop a detailed training agenda. Training agenda: Create a training schedule outlining topics, objectives, methods, and timelines. Project management training:
Software development training:
Customer service training:
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Step 6: Choose training formats Objective: Select effective training formats. Training formats:
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Step 7: Communicate the training plan Objective: Inform employees about the training plan. Communication strategy: Emails, team meetings, intranet announcements. |
Step 8: Evaluate training effectiveness Objective: Measure the impact of training. Evaluation methods: Post-training surveys, performance reviews, and follow-up interviews. Expected Outcomes: Improved project timelines, reduced software bugs, and enhanced customer satisfaction. |
Free Training Needs Assessment Template
To help you on your training needs journey, we’ve created a free training needs assessment template for you to download below:
✓ Thank you, the template will be sent to your email
Conducting a thorough training needs assessment is essential for identifying skill gaps and designing targeted training programs that align with your organization’s goals. However, the effectiveness of these training programs depends on how well they are implemented and supported.
This is where the Whatfix digital adoption platform comes into play. By providing in-app guidance, Whatfix ensures that employees receive real-time, contextual help as they navigate new systems or processes, making learning more intuitive and less disruptive to their workflow.
Additionally, Whatfix’s user analytics offer valuable insights into how employees interact with training materials, allowing you to continuously refine and optimize your training strategies. By integrating Whatfix into your training initiatives, you can enhance the effectiveness of your employee training programs, boost engagement, and ultimately drive better business outcomes.
To learn more about Whatfix training, schedule a free demo with us today!
With a digital adoption platform like Whatfix, enable your employees with in-app guidance and contextual self-help IT support to accelerate the adoption of new software implementations, employee onboarding, change initiates, and more. Whatfix’s no-code editor enables IT teams with a no-code editor to create product tours, interactive walkthroughs, task lists, smart tips, pop-ups, self-help wikis, and more. Analyze and measure user engagement and software usage to identify friction points, measure digital adoption, and improve employee digital experiences.
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