Needs assessment

Appendix A: Needs Analysis Form for Personnel

NEEDS ANALYSIS FORM

Section 1: General Information

• Director Name: ______________________________________

• Date: _______________________________________________

• Department/Team: ____________________________________

• Proposed Training Title: _______________________________

• Planned Training Date(s): ______________________________

Section 2: Organizational Alignment

• What organizational or departmental goal does this training support?

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• What problem, challenge, or opportunity is being addressed?

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Section 3: Stakeholder Involvement

• Who contributed to identifying this need (e.g., HR, team leads, employees)?

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• How was their input collected? (e.g., interview, meeting, survey)

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Section 4: Data Collection Methods

• Check all methods used in the needs assessment:
  ☐ Surveys/Questionnaires
  ☐ Interviews
  ☐ Observations
  ☐ Focus Groups
  ☐ Performance Reports
  ☐ Customer Feedback
  ☐ Self-Assessments
  ☐ Job Task Analysis
  ☐ Other: _____________________

• Briefly describe the process used:

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Section 5: Identified Needs & Gaps

• What specific skills, knowledge, or behaviors need improvement?

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• Are these needs urgent or tied to compliance?
  ☐ Yes ☐ No
  If yes, please explain: _______________________________________

Section 6: Learning Objectives (SMART Goals)

• Example: “Reduce customer service errors by 25% through effective communication training.”

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Section 7: Recommendations

• Suggested delivery method(s):
  ☐ Online module
  ☐ In-person training
  ☐ Blended learning
  ☐ Coaching/Mentoring
  ☐ Other: _____________________

• Additional notes:

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Completed By (Name & Signature): ____________________________
Date: ___________________