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Needs Assessment Worksheet
Featured Author:
Carol McCoy
Carol P. McCoy is president of McCoy Training and Development Resources, a Maine-based consulting firm dedicated to improving organizational and individual effectiveness. She has over twenty-five years experience in Human Resource Development (HRD) in the insurance and financial services industry and in post-secondary education in psychology. She is also president of Find-Your-Roots.com , a genealogy and family research business, which helps people to discover their roots.
Prior to starting her own businesses, she managed small training (HRD) departments for UNUM in Portland, Maine and for Chase Manhattan Bank in NYC, where she managed a one-person training department serving 15 countries. She also taught psychology at the college level for many years. Her specialty is helping small training departments make the most of their resources. She authored Managing a Small HRD Department—Your Can Do More Than You Think (available from author, you can buy here._ (Buy here) She has taught numerous train-the-trainer workshops for ASTD and for the University of Southern Maine Center for Continuing Education. She received her Ph.D. and M.S. in psychology from Rutgers University, and her B.A. from Connecticut College.
While her current focus is on genealogy research and genealogy education, she still helps HR clients through coaching, education, workshops, and her books and tools. For more information, visit either of her websites: McCoy Training and Find-Your-Roots.
More articles from this author:
March 07, 2008
Planning a Needs Assessment Worksheet
Use this worksheet to plan how you will find out more about a possible training need. The worksheet can help you to plan your investigation to learn more about the business problem and its causes, what needs to be done to solve the problem, how much support there is for training, whether training is a good solution, etc.
Name:__________________ |
Organization:________________ |
Date:______ |
Business Problem/Opportunity: (describe situation which merits investigating potential training needs)
Business Sponsors: (position(s) of people who would pay for training/HR services and approve HR/training plans)
Target Audience: (types of people who might need training or other HR services, numbers of target audience, location, etc.)
Requirements/Constraints to Consider in Planning Needs Assessment (time to implement, budget constraints, attitudes towards HR/training of managers/trainees, etc.)
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Recommended Methods to Assess Needs (e.g. focus group, questionnaire, advisory group, etc.) to Use to Investigate Training Needs
What methods would you use for which groups? What would you do first, second, third?
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Overall, what do you expect to work well about your approach to discovering training needs?
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What do you think might go wrong or cause problems for you now or in the future, based on your approach to discovering training needs?
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