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Achieving Meaningful Learning With A Training Needs Analysis

Do you want to create impactful training for your employees? Find out why conducting a Training Needs Analysis is a step you can’t miss.

Conducting A Training Needs Analysis in 5 Stress-Free Steps

Training is one of the most valuable tools you can possess as a leader. Investing in the development and training of your employees can help them gain new skills and hone their existing ones while your business establishes its position in the industry. Businesses that understand and appreciate the importance of L&D are often willing to jump right in. However, this enthusiasm can result in them skipping the most important step when developing a training program: conducting a Training Needs Analysis (TNA). In this article, we talk about why you need a Training Needs Analysis and offer a how-to guide with 5 essential steps. Next, we discuss how you can link performance to results to ensure the development of a successful training program.

Why Does Your Business Need A Training Needs Analysis?

A Training Needs Analysis is an assessment that L&D professionals, trainers, or HR departments conduct when an organizational issue arises. Maybe your customer service is less than satisfactory, causing a dip in client satisfaction. Or, on-the-job mistakes have increased, costing you extra time and money. In any case, a thorough TNA can help you identify which skills and behaviors can be developed through training so that you can achieve your goals more efficiently. For this reason, it should always precede the development of your eLearning training program.

Person conducting a training needs analysis

5 Essential Steps When Conducting A Training Needs Analysis

The process of a Training Needs Analysis can look different for every business according to its profile, needs, and objectives. However, there is a basic blueprint you can follow to make sure you receive the desired results.

1. Define Business Objectives

Before you begin your Training Needs Assessment, you need to know what you’re ultimately trying to achieve. Which problem are you trying to solve, or which behavior are you trying to change through employee training? These problem areas will define your business objectives and help you paint a clear image of the final goal of your training program. It’s important to remember that your business goals must be clearly articulated and kept at the forefront throughout this process to ensure you don’t deviate from your desired outcomes.

2. Link Objectives To Job Behaviors

Once you have identified what you want to accomplish, it’s time to specify the relevant job behaviors that will help you reach your desired outcomes. Specifically, you must find the critical competencies, such as knowledge, skills, and abilities, that have a direct connection with each one of your business objectives. For example, you want to improve your conversion rates. The target behavior for your sales representatives would be building and maintaining relationships with leads. At the same time, a related skill would be establishing a bond by finding common ground. To ensure this process is done correctly and thoroughly, it’s best to consult Subject Matter Experts to help you identify the ideal employee profile for each role.

3. Identify Knowledge And Performance Gaps

Now that you know your target behaviors, you must establish if there are any competency gaps keeping your employees from reaching their maximum potential. This stage is very important for the formation of your training program and, thus, should be as specific as possible. Considering that no two employees are the same, it’s only natural that you will have to create personalized learning paths. A gaps analysis assists in identifying the specific competencies each employee needs help with so that you don’t waste unnecessary resources training employees on skills they already possess. To ensure your data is comprehensive, gather data through interviews, surveys, assessments, on-the-job observation, discussions, and more.

4. Research Training Alternatives

Training could mean anything from mentoring and coaching to on-the-job training, webinars, conferences, online training programs, and more. Then, there is the choice between an immersive training program that covers a lot of ground in a few days or a microlearning option that allows employees to fit small learning moments into their busy everyday schedule. The specific training needs of your employees, combined with their preferences, will dictate what type of training you choose. During this phase, you can also examine your existing training materials to decide if you can reuse or repurpose anything moving forward.

5. Plan How To Measure Success

Conducting a Training Needs Analysis is never finished without measuring the training’s ROI. This step is often overlooked due to its complexity, but there really is no point in training your employees if you can’t prove any benefits. A training program is deemed successful when the material is retained and used in a beneficial way. There are various ways to prove ROI, such as conducting an after-training assessment, knowledge check, or checking the progress of a metric, e.g., training completion rate. Whatever method you choose, this will be your guide for possible changes and adjustments throughout the training process.

Linking Performance To Outcomes To Create A Meaningful Learning Experience

It’s a common misconception that the end of the Training Needs Analysis signifies the start of the learning course designing process. However, valuable training can only be achieved through the combination of Training Needs Analysis and performance mapping. During that phase, businesses can analyze what motivates their employees and figure out their exact training needs as well as the steps they must take and the knowledge they must have to develop the behavior they need to succeed. Conducting this detailed performance analysis leads you to specific learning objectives that pave the way for a well-designed and thought-out learning experience. In addition, it ensures that your training will have a meaningful and long-lasting effect on your business.

Conclusion

Although it’s not the most interesting part of creating and implementing training in your company, a Training Needs Analysis is crucial for its success. Especially when it is paired with performance mapping, it can help you identify organizational issues, employee training needs, and steps you need to take to foster meaningful change and growth within your company. Hopefully, this article can be your guide in conducting a successful Training Needs Analysis that will, in turn, translate into an effective training program.

representative talent profile

instructional writer

Position(s): Lead or supporting writer
Years of Instructional Experience: 2+
Number of Completed Projects: 15+

Key Skills: Instructional Writing, Technical Writing, Instructional Design, Content Curation, eLearning Development, Curriculum Development, Course Authoring, Storytelling, Learning Assessment, Editing, Proofreading, AI Prompt Engineering

Media Skills: Use of stock media libraries

Strengths: Problem-Solving, Clear and Concise Writing, Tone and Style, Formatting, Consistency, Creativity, Communication, Active Listening, Research, Brainstorming, Collaboration, Attention to Detail, Adaptability

Career Highlights:

  • Scripted over 100 hours of learning content and supporting materials for different modalities for both US and global audiences  
  • Adapted writing style and reading grade level to suit design specifications and learner needs in several different industries (finance, healthcare, manufacturing, etc.) 
  • Used generative AI to supplement source content and to accelerate the writing process (without plagiarism) 

Technical Skills:

representative talent profile

learning experience designer

Position(s): Learning Experience (LX) Designer or Strategist
Years of Instructional Experience: 7+
Number of Completed Projects: 30+

Key Skills: Learner Experience Design (LXD),  Instructional Design, Learning Assessment,  Hybrid Learning, Learning in the Flow of Work, Project-Based Learning Methodologies, Cohort and Social Learning, Learner Experience Platforms

Media Skills: LX journey maps and representations of other interconnected or integrated learning strategies 

Strengths: Systems Thinking, Stakeholder Communication, Instructional Design Strategy, Learning Theory, Training Effectiveness

Career Highlights:

  • Designed personalized learner experience (LX) journeys for an organization of 30k (with 5 tiered tracks) 
  • Curated existing LXs that could be leveraged in new learning journeys for other roles, with measurement at key milestones to evaluate progress and success 
  • Wrote up the specifications for branching scenarios, question libraries, options for audio/visual media, and more, connecting each learner experience to a personalized journey 

Technical Skills:

representative talent profile

instructional media specialist

Position(s): Lead or supporting graphic designer, lead motion video artist
Years of Instructional Experience: 6+
Number of Completed Projects: 40+

Key Skills: Visual Design, Illustration, UX/UI Design, Storyboarding, Animation, Audio Engineering

Media Skills: Engaging illustrations, 3D models, character design, storyboarding, live-action and motion graphic video creation, audio recording and editing, client branding, and more to enhance media and create engaging touchpoints that resonate with learners 

Strengths: Brainstorming, Collaboration, Visual Communication,  Color Theory, Typography, Layout and Composition

Career Highlights:

  • Completed projects with extreme attention to fonts, colors, spacing, and more that ensured integrity with client branding requirements 
  • Designed and integrated media based on project-specific content that reflected the learner audience, established realistic learning environments, allowed for hands-on practice in virtual environments, and promoted diversity and engaging storytelling
  • Created quick-reference illustrations learners could access on the job to help them make fast, effective decisions   

Technical Skills:

representative talent profile

lms admin

Position(s): Admin or sub-admin for Learning Management System (LMS)
Years of Instructional Experience: 5+
Number of Completed Projects: 15+

Key Skills: LMS Configuration, User Management, Course Management, System Maintenance, Reporting, Data Analysis, System Integrations

Media Skills: Network and tech-stack diagrams to communicate system architecture and integration 

Strengths: Troubleshooting and Analysis, Learning Analytics, User Administration, Technical Proficiency, Documentation, Adaptability

Career Highlights:

  • Managed a curriculum of more than 1,450 course offerings in the LMS for more than 10,000 learners 
  • Uploaded, tested, and ensured the readiness of new and relaunched programs 
  • Created and maintained reporting workflows to meet stakeholder needs 
  • Provided on-demand support to the learning team to answer questions and promptly address concerns 

Technical Skills:

representative talent profile

learning project manager

Position(s): Learning project manager, project lead, or coordinator
Years of Instructional Experience: 5+
Number of Completed Projects: 35+

Key Skills: eLearning Development, Resource Coordination, Project Management (PMP Certified), Agile and Waterfall PM Methodologies, Budgeting and Forecasting, Scheduling, Quality Assurance

Media Skills: Visual reporting of project plans via Gantt charts and other standard formats

Strengths: Problem-Solving, Communication, Active Listening, Collaboration, Decision-Making, Attention to Detail, Adaptability, Time Management, Risk Management, Budget Management, Team Coordination and Delegation

Career Highlights:

  • Managed concurrent award-winning projects without missing deadlines or wasting resources 
  • Completed several projects earlier than the expected timeline and under the anticipated budget 
  • Built strong relationships with returning client partners for multi-phase initiatives or course maintenance projects 

Technical Skills:

representative talent profile

SUBJECT MATTER EXPERT (SME)

Position(s): Industry-specific specialist
Years of Instructional Experience: 5+
Number of Completed Projects: 5+

Key Skills: Content Curation, Specialized Content Development, Industry-Specific Expertise, Domain Expertise (e.g., Leadership, Onboarding, Compliance), Content Review

Media Skills: Recommendation and review of technical diagrams or industry-specific images

Strengths: Specialized Content Knowledge, Content-Gathering, Simplifying and Organizing Complex Material, Brainstorming, Collaboration, Documentation of Source Content, Decision-Making, Technical Content Review

Career Highlights:

  • Helped create, gather, and organize over 50 hours of content for projects with specific industry or learning needs and contextual nuances
  • Facilitated the decision-making process and collaboration between internal and external teams to consolidate feedback into actionable next steps 

Technical Skills:

representative talent profile

LEARNING STRATEGIST

Position(s): Lead strategist or performance consultant
Years of Instructional Experience: 7+
Number of Completed Projects: 20+

Key Skills: Needs Analysis, Learning Theory, Learner Experience Design, Learning Analytics and Measurement, Performance Mapping, Behavioral and Performance Analysis, Content Curation, Curriculum Analysis, Change Management

Media Skills: Curriculum maps, learner experience journeys, and conceptual program wireframes

Strengths: Big-Picture Thinking, Critical Thinking and Analysis, Problem-Solving, Creativity, Stakeholder Communication, Research, Design, Collaboration, Facilitation

Career Highlights:

  • Conducted a comprehensive learning needs analysis for customer services representatives that included both product knowledge and interpersonal skills development 
  • Prioritized alignment of business and learner needs, such as high-impact accessible design solutions within budgets or agile timelines, for award-winning projects
  • Designed strategies for measuring performance and results over time to inform continued client success 

Technical Skills:

representative talent profile

Instructional Designers

Position(s): Lead or supporting designer
Years of Instructional Experience: 3+
Number of Completed Projects: 15+

Key Skills: Instructional Design, Adult Learning Theories, eLearning Development, Learner Experience Design, Curriculum Development, Course Authoring, Writing, Learning Assessment

Media Skills: Simple graphic design using stock imagery, audio production

Strengths: Adaptability, Problem-Solving, Creativity, Communication, Collaboration, Technical Proficiency, Attention to Detail

Career Highlights:

  • Led the design and development of an onboarding program for new manufacturing employees
  • Scripted technical instructional content for high-tech, product knowledge training
  • Developed hybrid materials for both instructor-led training (ILT) and microlearning tutorials

Technical Skills: