Needs Assessment Template (Business/Department)

• Conducted on

  Date

• Prepared by

• Location
  Address

Business/Department Needs

• 1. What are your current business/department needs and strategies that you need to support?

• 2. What are some of the problems you are having or foresee in meeting these business/department needs or supporting these strategies?

• a. Business Indicators – What do you observe that indicates there is a problem? i. Waste ii. Customer Satisfaction iii. Productivity iv. Lead times v. Quality

• b. How long has this been a problem?

• c. Where does it occur? (workgroup, department)

• d. When or how frequently do you observe it?

• e. What would indicate to you that the problem is solved?

• 3. What other information or data exists that provides information about these business/department needs or problems?

• 4. What types of things or measures would tell you that you are being successful?

• 5. What is happening in your business/department that shouldn’t be happening?

• 6. What is happening in your business/department that should be happening?

• 7. What things or activities must be done to accomplish your goals or business/department needs?

• 8. If all of these were done, what is the probability of success? Is this OK? If not, what other activities need accomplished?

Performance Needs

• 1. What does excellent performance look like?

• 2. What does current performance look like? Are they doing something they shouldn’t? What should they be doing that they aren’t?

• 3. Which job roles are involved?

• 4. What should these people be doing differently, start, stop doing?

• 5. What things other than knowledge and skills might be preventing associates from performing as they should? Examples: Clear expectations, regular feedback against those expectations, tools, systems, job design, consequences for performance etc.

Learning Needs

• 1. What knowledge, skills, or behaviors do you think the associates mentioned above need to learn to perform the way they should?

• 2. How important are each of the knowledge and skills that you have mentioned?

Root Causes

• 1. Expectations – Work requirements, procedures, clear understanding of what is expected

  Yes

  No

  N/A

• 2. Feedback against those expectations – Do they know how they are doing?

  Yes

  No

  N/A

• 3. Measurement – How do you know if they are doing well? Need this for feedback.

  Yes

  No

  N/A

• 4. Consequences – Are consequences aligned with expected performance, are there positive and negative consequences

  Yes

  No

  N/A

• 5. Tools and Systems

• a. Does org. structure support good work?

  Yes

  No

  N/A

• b. Does the technology support good work?

  Yes

  No

  N/A

• c. Is the needed information readily available?

  Yes

  No

  N/A

• d. Does the work environment support good ergonomics?

  Yes

  No

  N/A

• 6. Are the people capable of learning and performing the job? Selection

  Yes

  No

  N/A

• 7. KSAs

  Yes

  No

  N/A

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