At some point, you’ll think someone needs to be trained. Or you’ll be told to train someone.
This is usually because there’s some kind of problem or new opportunity. Maybe it’s that employees aren’t following basic safety rules. Maybe it’s because there’s a problem in the work process-—production is too slow, there’s too much waste and product damage, or new work processes are being put into place. Or it could be that sales are too low, there’s a new market to learn and understand, or you’re going to be making and selling a new product.
Regardless of the specific cause, these are the kinds of things that make people start thinking about training, and so this is when you should perform a training needs analysis.
A full training needs analysis includes four different stages–three that analyze different levels of your organization, and one that analyzes the problem the training is intended to solve.
During the organizational analysis, you must find the organizational need or problem that calls for training. This typically means closing a “gap” between current performance and desired future performance. For example, the problem may be that sales are too low and the goal may be to increase them by 10%.
During the problem analysis, you’ll analyze the problem to see what’s causing it and see if it’s a problem that training can solve.
If training can solve the problem, you’ll continue to the job role analysis.
In some cases, however, you’ll find that training isn’t the appropriate solution, and you can recommend doing something else to solve the problem. (Here’s an interesting article that goes into this in more detail and provides a nice step-by-step method for determining this.)
If that’s the case, there’s no need to continue the training needs analysis.
If you’ve identified the problem during the organizational analysis, and the problem analysis shows it’s a problem that training can solve, you should move on to the job role analysis.
During this analysis, you’ll need to determine the knowledge, skills, and abilities that people in a job role need in order to perform their job or job task (and therefore satisfy the organizational need/solve the problem).
To continue our example, members of your sales team may need knowledge about your product, cold-call sales skills, and the ability to communicate with customers and answer customer objections. These are the things you will need to create training for (or maybe just some of them).
During the learner analysis, you’ll want to learn about your training audience so that you’ll know how to best design training that will improve their performance and close the gap.
Traits to look for include:
· Age
· Race
· Gender
· Cultural background
· Education level
· Previous work experience and knowledge
· Preferences for learning (written, instructor-led, e-learning, in-the-field, etc.)
· Literacy and computer literacy, if relevant
· Personal interests
· Motivating factors
· Work schedule