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Training Needs Assessment:
  A Systematic Approach
“Remember, training is not
what is ultimately important…
performance is.”
        Marc Rosenberg
Did you know...


“Not more than 6-10 % of
expenditures in training actually
result in transfer to the job.”
           Broad and Newstrom
Key Skill



Asking questions…      ???

Asking the RIGHT
questions!
In the “Real World”

   You cannot afford to not do a front-
    end analysis
   Something is better than nothing
   Do the best you can
   Need to have a theoretical base
   Key skill: Focus your questions
Needs Assessment Definition

A needs assessment is the process
of identifying performance
requirements and the "gap" between
what performance is required and
what presently exists.
Macro vs. Micro
        Macro               Micro
aligned with     initiated by
 strategic goals   performance
three levels      problems or change
  organizational assessment done to
                   clarify problem,
  occupational    determine if training
  individual      is the solution,
                   analyze performance,
                   and characteristics of
                   trainees
Instructional Design
      Process

 ANALYZE      DESIGN


 DEVELOP     IMPLEMENT


       EVALUATE
Why ISD?



On the job      GAP      Classroom or
performance              other type of
                         training or
                         intervention
Analyze

 What is the
 problem?             Problem Analysis
 Is it a training
 problem?             Performance Analysis
 What skills and
 knowledge should     Task/Competency
 be included in the    Analysis
 training program?
 Who needs to be     Learner Analysis
 trained?
What is Problem and
Performance Analysis?

Clearly defining the
 problem or opportunity
A formal procedure used to
 analyze defined needs to
 determine their causes and
 identify appropriate
 solutions.
Robert Mager

1. Define the problem?
2. Determine the importance
   Is it worth solving?
3. Determine the cause(s)
4. Identify training vs. non-training
   solutions
5. Select the best (most cost-effective)
   solutions
Step 1: Define the problem

      Describe Discrepancy

  DESIRED PERFORMANCE (Optimals)

 - ACTUAL PERFORMANCE (Actuals)

    = POSSIBLE TRAINING NEED
Step 2: Is it important?

Why is it important?
What if you did nothing?
How big is it? (Quantify if possible)
Who cares?
“Is the cost of the discrepancy
 high enough that it seems worth
 pursuing a solution?”
If the answer is no…..



    IGNORE


                  REJOICE
Step 3: Determine Cause(s)

       Is it a problem of skill
                   or
         a problem of will?


        I don’t
     I don’t
        wanna!
     wanna!                  I don’t know
                             how.
Yes, it is a skill deficiency

   Arrange Formal     no    Used to
       Training             do it?

                                     yes
   Arrange Practice
                       no
                            Used
                            often?

       Arrange
      Feedback                   yes
Other questions

   Change the
      Job          Simpler
                    way?
   Arrange on-
      the-job
     training

                  Potential
    Transfer or
                  ?
     terminate
If a skill deficiency..

Provide training
Provide practice
Provide feedback
Simplify the task
Develop a job aid
OJT
Transfer
Terminate
P. 37

Yes, it is a problem of will...
                          Remove
      Performance
      punishing?         Punishment



     Non-performance      Arrange
     rewarded?            Positive
                        Consequences

                            Arrange
     Does performance    consequences
         matter?
And one last question...



    Obstacles?      Remove
                   Obstacles
Step 4: To train or not to                 P. 39

train?
                          Calculate cost
First determine
 cause(s)                   Select best
                            solution(s)
Only then look at
 possible solutions
                            Implement
Seek integrated
 solution systems that
 get to the root of the
 problem
To solve a performance
issue

 Training may not be the answer
 Training may not be the only answer
P. 39

       Cause              Solution
If   skill or knowledge……….training
If   lack feedback……………..feedback, standards
If   not motivated…………….rewards, consequences
If   unclear expectations…..std, measure, discuss
If   job environment…………change environment
If   potential……………………change personnel
P. 40

If training is the answer….

Formal training
Self study
Technology based
Job related/workplace
 approaches
P. 42
    Outcomes of Problem and
     Performance Analysis

More complete picture of problem
Is it training? Is it training plus…
Make solid recommendations
If is training or job aid….on to task or
 competency analysis!
Task/Competency Analysis
   “What do learners need to learn?”

     Task Analysis      Competency Analysis
For more skill         Soft skills training
 oriented jobs            such as mgmt,
When need consistent     supervision
 set of training         Professional jobs
 requirements           Career pathing
                        Leadership
                          development
Steps in Task Analysis

Break job into major
 functions
Break functions into
 major tasks
Break tasks into steps
Identify training
 outcomes
Task Analysis Interviews

Managers
Best performers
Job incumbents
Subject matter
 experts
Competency Analysis

What are competencies?
  Enduring characteristics of a person that
   result in superior on-the-job performance
  Areas of personal capability that enable
   employees to successfully perform their jobs
   by achieving outcomes or successfully
   performing tasks
What is a competency
model?

Identifies the competencies necessary for
 each job as well as the knowledge, skills,
 behavior, and personality characteristics
 underlying each competency.
What do you want to   P.
                           61
           know?

General
 characteristics
Specific knowledge
 and skill
Learning styles
Special needs
Information is Used in
Three Important Ways

  To help determine
   where to begin the
   content of the
   training program
  To determine how to
   present the content
  To get buy-in
Methods for collecting
data

Data gathering is cornerstone of any
 needs assessment project
Can be time consuming
Data Collection Methods

Interviews
Surveys/
Questionnaires
Focus Groups
Observation
Existing Data
Final Exam

Why do we bother with needs analysis?
Where does TNA fit in the ISD process?
T or F: Training is the solution to most
 performance problems.
What are at least 4 methods of collecting
 data?
What is the key skill one must use in
 conducting an effective needs analysis?
“If you think training
is expensive,try
ignorance.”
Thank
You!

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Assessing training needs

  • 1. Training Needs Assessment: A Systematic Approach
  • 2. “Remember, training is not what is ultimately important… performance is.” Marc Rosenberg
  • 3. Did you know... “Not more than 6-10 % of expenditures in training actually result in transfer to the job.” Broad and Newstrom
  • 4. Key Skill Asking questions… ??? Asking the RIGHT questions!
  • 5. In the “Real World” You cannot afford to not do a front- end analysis Something is better than nothing Do the best you can Need to have a theoretical base Key skill: Focus your questions
  • 6. Needs Assessment Definition A needs assessment is the process of identifying performance requirements and the "gap" between what performance is required and what presently exists.
  • 7. Macro vs. Micro Macro Micro aligned with initiated by strategic goals performance three levels problems or change organizational assessment done to clarify problem, occupational determine if training individual is the solution, analyze performance, and characteristics of trainees
  • 8. Instructional Design Process ANALYZE DESIGN DEVELOP IMPLEMENT EVALUATE
  • 9. Why ISD? On the job GAP Classroom or performance other type of training or intervention
  • 10. Analyze  What is the problem? Problem Analysis  Is it a training problem? Performance Analysis  What skills and knowledge should Task/Competency be included in the Analysis training program?  Who needs to be Learner Analysis trained?
  • 11. What is Problem and Performance Analysis? Clearly defining the problem or opportunity A formal procedure used to analyze defined needs to determine their causes and identify appropriate solutions.
  • 12. Robert Mager 1. Define the problem? 2. Determine the importance Is it worth solving? 3. Determine the cause(s) 4. Identify training vs. non-training solutions 5. Select the best (most cost-effective) solutions
  • 13. Step 1: Define the problem Describe Discrepancy DESIRED PERFORMANCE (Optimals) - ACTUAL PERFORMANCE (Actuals) = POSSIBLE TRAINING NEED
  • 14. Step 2: Is it important? Why is it important? What if you did nothing? How big is it? (Quantify if possible) Who cares? “Is the cost of the discrepancy high enough that it seems worth pursuing a solution?”
  • 15. If the answer is no….. IGNORE REJOICE
  • 16. Step 3: Determine Cause(s) Is it a problem of skill or a problem of will? I don’t I don’t wanna! wanna! I don’t know how.
  • 17. Yes, it is a skill deficiency Arrange Formal no Used to Training do it? yes Arrange Practice no Used often? Arrange Feedback yes
  • 18. Other questions Change the Job Simpler way? Arrange on- the-job training Potential Transfer or ? terminate
  • 19. If a skill deficiency.. Provide training Provide practice Provide feedback Simplify the task Develop a job aid OJT Transfer Terminate
  • 20. P. 37 Yes, it is a problem of will... Remove Performance punishing? Punishment Non-performance Arrange rewarded? Positive Consequences Arrange Does performance consequences matter?
  • 21. And one last question... Obstacles? Remove Obstacles
  • 22. Step 4: To train or not to P. 39 train? Calculate cost First determine cause(s) Select best solution(s) Only then look at possible solutions Implement Seek integrated solution systems that get to the root of the problem
  • 23. To solve a performance issue  Training may not be the answer  Training may not be the only answer
  • 24. P. 39 Cause Solution If skill or knowledge……….training If lack feedback……………..feedback, standards If not motivated…………….rewards, consequences If unclear expectations…..std, measure, discuss If job environment…………change environment If potential……………………change personnel
  • 25. P. 40 If training is the answer…. Formal training Self study Technology based Job related/workplace approaches
  • 26. P. 42 Outcomes of Problem and Performance Analysis More complete picture of problem Is it training? Is it training plus… Make solid recommendations If is training or job aid….on to task or competency analysis!
  • 27. Task/Competency Analysis “What do learners need to learn?” Task Analysis Competency Analysis For more skill Soft skills training oriented jobs such as mgmt, When need consistent supervision set of training  Professional jobs requirements Career pathing Leadership development
  • 28. Steps in Task Analysis Break job into major functions Break functions into major tasks Break tasks into steps Identify training outcomes
  • 29. Task Analysis Interviews Managers Best performers Job incumbents Subject matter experts
  • 30. Competency Analysis What are competencies? Enduring characteristics of a person that result in superior on-the-job performance Areas of personal capability that enable employees to successfully perform their jobs by achieving outcomes or successfully performing tasks
  • 31. What is a competency model? Identifies the competencies necessary for each job as well as the knowledge, skills, behavior, and personality characteristics underlying each competency.
  • 32. What do you want to P. 61 know? General characteristics Specific knowledge and skill Learning styles Special needs
  • 33. Information is Used in Three Important Ways To help determine where to begin the content of the training program To determine how to present the content To get buy-in
  • 34. Methods for collecting data Data gathering is cornerstone of any needs assessment project Can be time consuming
  • 36. Final Exam Why do we bother with needs analysis? Where does TNA fit in the ISD process? T or F: Training is the solution to most performance problems. What are at least 4 methods of collecting data? What is the key skill one must use in conducting an effective needs analysis?
  • 37. “If you think training is expensive,try ignorance.”