How To Conduct A Needs Analysis The Basics

Step by Step Guide To Find and Fix Hidden Organizational Challenges!

Last updated 2022-01-10 | 4.3

- Execute four steps to a needs analysis
- Discuss reasons for a needs analysis and pre-planning
- Gather and organize data from various sources when investigating a problem

What you'll learn

Execute four steps to a needs analysis

Discuss reasons for a needs analysis and pre-planning

Gather and organize data from various sources when investigating a problem

Demonstrate how to evaluate data and training possibilities

Discuss a needs analysis report

* Requirements

* Basic understanding of data analysis
* Interest in organizational performance

Description

** ACCORDING TO DYNAMIC WORKFORCE SOLUTIONS: "Conducting a needs analysis is a critical activity for the training and development of employees and/or clients. Whether you are a human resource generalist or a training specialist, you should be adept at performing a training needs analysis."

** SPECIAL FREE BONUS** NEEDS ANALYSIS WORKBOOK INCLUDED. In order to further improve the student experience, there is a free download of an Excel workbook packed with activities and ready to use models. This helps ensure everything is even easier to understand & even more fun and engaging! **

Are you ready to identify and remedy inefficiency gaps and improve the knowledge base in your organization?

In this course, you will learn a four step process to analyze an organization's personnel performance, test production efficiency, conduct a skills audit and execute a training program with razor sharp precision. This course covers important topics such as organizational surveillance, investigation, analysis and report writing. You will learn or remind yourself of these concepts that will help make you more successful!

The contents of this course are all based on my work experience as a Policy Analyst in The Office of the Presidency of South Africa, founder of Grow2Lead, a leadership and non-profit organization in South Africa and a Data Associate for a leading Education nonprofit in New York City. I received a PhD from Texas A&M University and a Master's degree in Public Administration from the Bush School of Government. This course ties together both my theoretical knowledge and practical experience in a dynamic, practical and applicable way.

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Students of this course will enjoy learning from an instructor who is committed to practical application, passionate about supporting students through additional resources and continually updating this course with the latest tools.

This course will result in you being able to conduct a Basic Needs Analysis by the end.

What are the requirements?

Come ready to learn :)

What am I going to get from this course?

Join a global community of students!
Superb reviews!
Identify and rectify your organizational inefficiencies!
Design a powerful training program to improve your organization's knowledge base!

Who is the target audience?

Managers or Program Evaluators interested in improving organizational performance.

Who this course is for:

Program Evaluators
Consultants
Managers seeking to identify and rectify performance, production and resource gaps

Course content

7 sections • 26 lectures

Welcome to the Course! 2 lectures

Welcome to the Course! Preview 03:24

Welcome to How to Conduct a Needs Analysis: The Basics! In this introductory lecture we discuss what you will need to do to be successful in this course.

Six points to remember Preview 05:52

Whether you are a manager or an aspiring program evaluator, this lecture will give you a list of important things to consider before continuing with the needs analysis.

Step 1: Surveillance 4 lectures

Surveillance: An overview Preview 02:46

Surveillance involves specific techniques which help you glean important information. This information will provide clues as to your starting point for any needs analysis.

Organize the data Preview 07:52

Organizations big or small produce tons of data. This lecture helps you organize the data for interpretation.

Identify the performance needs and gaps Preview 06:38

Through your analysis of the data you will begin to identify gaps. This will form the bedrock of further investigation.

Demo: Write a summary memo Preview 02:28

To successfully gain the necessary support from managers, write a powerful brief describing why the needs analysis should proceed. Download the memo sample to assist you here.

Step 2: Investigation 8 lectures

Step 2: Investigation Preview 03:02

Surveillance identifies the problem, investigation helps you see the roots of the problem.

Data sources and methods Preview 05:19

We explore ways to organize your data sources and methods to set you up for success.

How to conduct interviews Preview 04:43

As you work with employees, learn to interview them to glean their understanding of the work and the gaps.

What to expect from the demo lectures in this section Preview 02:23

Balanced Scorecard overview Preview 07:13

The Balanced Scorecard is a powerful tool to improve organizational performance. Should the organization you are analyzing use this tool, you will be prepared to understand it's basic features.

Logic Model Preview 03:41

The Logic Model is a popular tool used by non-profit organizations to evaluate programs. Know the Logic Model and you will understand their program efficiency.

Demo: Theory of change Preview 04:52

Understanding an organization's strategic direction is vital to make nuanced recommendations. This lecture outlines the basic tenets of the Theory of Change.

Demo: A Theory of change in action Preview 03:09

Step 3: Analysis 3 lectures

Analysis: An Overview Preview 02:41

In this lecture I describe the basic tenets of an analysis.

Demo: Conduct a skills audit Preview 03:13

Demo: Conduct a SWOT Analysis Preview 05:12

This lecture describes how to conduct an employee SWOT Analysis

Design and Execute an Effective Training Program 6 lectures

Design training Preview 03:02

The primary need may lie in a skills deficit.This lecture describes how to design a training program.

How Design Thinking can help you craft a meaningful training Preview 00:11

Demo: Design Thinking Preview 02:30

Design thinking is a powerful tool. It can be used effectively to brainstorm your training design ideas.

Outline your training and development plan Preview 04:32

No training occurs in isolation. Use this lecture to craft or analyze a training and development plan.

Design your curriculum Preview 05:28

How can we work backwards from our outcomes, i.e. what we want to achieve to what we have to do? This lecture starts with results and walks through a series of steps to help us answer these questions:

1. What do I want to achieve?

2. What resources do I need to execute this outcome?

3. What are the logical ways to organize this learning experience?

4. How will I evaluate the participant's learning?

Craft your lesson plans Preview 06:19

The lesson plan is the lifeblood of all training initiatives. Use this lecture to craft meaningful lesson objectives and utilize the necessary components of a successful lesson plan.

Step 4: Report 1 lectures

Write the report Preview 08:27

Writing the report is an important element of the needs analysis process. Here we describe two report types.

Bonus Section 2 lectures

More courses from Warren! Preview 00:18

Connect with Warren Preview 00:31

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