How to Conduct Training Needs Assessment

How to Conduct Training Needs Assessment
Last Updated: August 18, 2023


Training needs assessment can be traced back to the early 1900s, when it was first used in the military. Businesses and industries began adopting training needs assessment in the 1950s, and it has since become a standard practice in many organizations.

Understanding Training Needs Assessment


Training needs assessment is a systematic process for determining and addressing needs, or "gaps" between current and desired conditions or "wants." Training needs assessment is identifying the knowledge, skills, and abilities that employees need to be successful in their jobs.

A growing body of research suggests that training needs assessment is important in ensuring the success of training programs. A well-conducted training needs assessment can help identify the skills, knowledge, and abilities employees need to succeed. Training needs assessment can also ensure that training programs suit the organization's and its employees' specific needs.

A study published by the Amity Journal of Training and Development found that organizations conducting training needs assessments are more likely to report that their training programs are effective. The study also discovered that organizations that conducted training needs assessment were more likely to observe improvements in overall productivity, performance and satisfaction.

There is literature to suggest that training needs assessment boosts the return on investment (ROI) of training initiatives. The findings suggest that organizations that conduct training needs assessments are more likely to report a positive ROI for their training programs.

Related: Training Policy and Procedures: A guide for Employers

Process of Training Needs Assessment

Training needs assessment is made up of five critical steps. A publication by the United Nations Development Programme identified the five steps of training needs assessment as identifying the program need, determining the design of the needs assessment and collecting data. The fourth and fifth steps are analyzing data and providing feedback.

The success rate of each stage of the training needs assessment process differs depending on the organization. It is also influenced by the methods used to collect data. However, according to research, the overall success rate of the training needs assessment process is relatively high.

A study published in the Journal of Modern Trends in Social Sciences found that 8 in 10 organizations conduct training needs assessments before developing a training program. The same study found that 70% of organizations believe that their training needs assessment process significantly helps them to identify training needs.

Below is a rundown of the five steps of the training needs assessment process:

  1. Identify the problem or need - This stage is addressed by answering questions like: What is the issue that training aims to address? What are the (Knowledge, Skills & Abilities) KSA gaps needed to be addressed? [Read more].
  2. Determine the design of the training needs assessment – This includes determining the methods to collect data and the participants involved in the assessment. [Read more].
  3. Collecting data may involve interviews, focus groups, surveys and observations. It is important to consider using a variety of methods to collect data. This aids in ensuring full comprehension of the training needs. [Read more]. According to research, the success rate of the training needs assessment process is significantly higher when organizations use a combination of methods to gather data. However, the most effective methods were interviews, surveys and focus groups.
  4. Analyze data - This involves identifying the knowledge, skills and abilities gaps and defining the root causes of the problem.
  5. Provide Feedback – The fifth and final step of the training needs assessment process is to provide feedback and receive comments that reflect on the process. The training needs assessment results should be shared with relevant stakeholders to help make informed decisions regarding the training. [Read more].

Related: Importance of having a training policy

Training Needs Assessment Template

There are various training needs assessment templates. Various writers have published generalized training needs assessment templates. Although some differences exist, I have observed that the framework of many training needs assessment templates generally consists of four primary elements. Below I outline the four main sections of a training needs assessment template.

1. Section A: Overview

The section summarizes the organization's goals, objectives, and present and desired performance levels. It also includes the important parties who will participate in the training needs assessment process.

Overall, it answers questions about the current performance vs the desired performance.

2.  Section B: Data Collection

This section focuses on the techniques that will be utilized to gather information regarding the organization's training requirements. Employee surveys, stakeholder interviews, job analysis, and other techniques might be used.

According to the Management Study guide, this section should collect as much data as possible. They assume that training may prove worthless should it be conducted without studying various data, including individual data.

3. Section C: Analysis of Data

The information gathered should be stated in this part. It also covers the specific training requirements that have been found. The training requirements should also be prioritized so that the most crucial ones may be taken care of first.

Overall, it is key to identify and prioritize training needs in this section.

4. Section D: Recommendations

This section aims to offer suggestions on how to handle the stated training needs. This can suggest particular training programs, workshops, or other educational campaigns. It should also create a plan for implementing the recommendations and calculate the cost of meeting the training demands. [Read more].

It is important to note that each section's structure and questioning techniques may vary from organization to organization. When customizing a training needs assessment template, it is important to tailor it to suit your organization's training needs.

Conducting training needs assessment

Related: A guide to training needs assessment for your organisation

Importance of Training Needs Assessment

A sort-out training needs assessment will benefit the organization and its employees. There are many benefits to conducting a training needs assessment. For instance, it can help to ensure that training initiatives are aligned with overall organizational goals and objectives.

Some of the benefits of training needs assessment, as reflected in various literature, include developing more effective and efficient training programs. Another major benefit of training needs assessment is it provides a window to prioritize training needs and allocate resources accordingly.

Research has found that thorough training needs assessment can significantly impact organizational outcomes. This could include increased employee productivity and profitability. Also, reduced turnover.

According to one study by the American Society for Training and Development published in The Science of Training and Development, organizations that conduct training needs assessments are more likely to report positive outcomes from their training programs.

The study found that organizations that conducted thorough training needs assessments were 2.5 times more likely to report that training initiatives met or surpassed expectations. The same study found a 1.5 chance of an increase in customer satisfaction for organizations that conducted training needs assessments.

A separate study found that organizations that conduct training needs assessments are more likely to achieve their business goals. The findings suggest that organizations that conduct training needs assessments were 2 times more likely to achieve their business goals relative to those that do not implement training needs assessments.

Related: What are the 5 Steps of Training Needs Assessment?

Training Needs Assessment Tool

This describes a tool/software application used to identify and assess the training needs of employees. Training needs assessment tools typically use various methods to collect data. These methods could include surveys and job analysis. Collected data is analyzed to identify gaps. The gaps are filled using relevant training.

Below is an outline of some of the popular tools used in organizations.

  1. QuestionPro – This is a survey-based training needs assessment tool that offers a variety of question types. It includes multiple-choice, Likert scale, and open-ended questions.
  2. iMocha – This cloud-based training needs assessment tool offers a variety of features. These include pre and post-training assessments. This tool assists with competency mapping, and tracks return on investment.
  3. SurveyMonkey – This is a popular training needs assessment tool. It offers a variety of features, including data analysis and reporting.
  4. LMS360 – This is commonly identified as a learning management tool. One of its major functions is a training needs assessment tool. The tool allows one to collect data from employees. It allows you to analyze the data and create training plans.

When choosing a tool to use, it is important to consider your organization's specific needs. Other influencers include the budget and the complexity/size of the organization.

Levels of Training Needs Assessment

There are three levels of training needs assessment. These are outlined below.

1. Organizational Level

This level evaluates the organization's overall needs. It examines the organization's objectives, plans, and results. Finding any discrepancies between the organization's present performance and desired performance is the aim of an organizational-level training needs analysis.

2. Operational Level

The focus is on the requirements of particular teams or departments within the organization. This level examines duties carried out by such teams or departments, the knowledge and abilities needed to carry them out, and the effectiveness of those teams or departments. A primary objective of the operational level training needs assessment is to find any skills and knowledge gaps between current personnel and those needed to do their tasks effectively.

3. Individual Level

This level evaluates the demands per employee. It considers an employee's performance, development objectives, and present abilities and knowledge. The goal is to unearth any conflict between an employee's skills and knowledge and their desired skills and knowledge.

According to research, all three levels of training needs assessment are important. They aid in ensuring the success of training programs. However, benefits for each level vary. This depends on the organization and its needs.


Overall, we have gathered that training needs assessment is a critical step in ensuring the effectiveness and efficiency of training needs. You can conduct a training needs assessment that will assist you in identifying the precise skills and knowledge gaps that require attention, as articulated above. This will enable you to create and provide applicable, interesting, and efficient training.

Cindy Baker
Brandon Murambinda
I am a highly organized and dedicated human resources practitioner and consultant with a passion for organizational design and development. I am also an experienced writer with a knack for creating clear, concise, and engaging content. I have hands-on experience managing human resource functions such as job evaluation, employee engagement, and organizational restructuring. I am also an enthusiast of human resource ethics.

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