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Needs analysis: examples and template for effective training

Blog: Monday Project Management Blog

Continuous employee training is crucial for staying competitive, and employers know it. In 2019, employers worldwide spent an average of $1,308 per employee on learning and development.

With so much focus and investment going into training programs, how do employers know their efforts to improve job performance aren’t in vain? This is where a proper training needs analysis comes into play.

In this article, we will explain what a needs analysis is and why taking the right approach to training is a crucial ‌aspect of improving job performance. With’s needs analysis template, you can perform a full training needs analysis, no matter the size of your company or team.

Try our Needs Analysis Template

What is a needs analysis?

A needs analysis describes the structured, systemic process of evaluating employees or teams regarding their skills training. Also referred to as “gaps,” needs within this context refer to an individual or group’s training and upskilling requirements to reach their peak performance.

At your place of work, you might call a needs analysis a needs assessment or gap analysis. Either way, this evaluation process serves the purpose of identifying flaws and finding solutions to grasp company goals.

Why use a needs analysis?

You can’t fix a problem if you haven’t yet identified what it is. A needs analysis serves to highlight problem areas and take actionable steps toward improvement.

However, the benefits of performing a needs analysis extend beyond just insight. Your company can use a needs analysis as a tool for instructional design that enhances job performance from root to tip. It can also help you identify training methods that bring the best out of your employees.

Helps identify opportunities for growth and learning

Identification of a problem is the first step toward growth. If an employee is silently struggling with a certain skill set, a needs analysis will provide the necessary awareness for changing that.

Helps teams get the training they need to reach individual and company-wide goals

Sometimes, all it takes to reach big goals is a reshuffling of tools, skills, and responsibilities. A needs analysis can give both teams and individuals a fresher, more productive structure to work with.

Draws attention to ‌specific training needed

Unhealthy or unproductive performance habits can become very destructive in the long run. You can save precious resources such as time, money, and energy by catching them before it’s too late.

Helps prioritize the most important/impactful training

Being aware of company weaknesses or improvement areas is essential for moving forward. A needs analysis can help companies bolster weak spots and make the most out of peak performance areas.

There are multiple benefits to running a needs analysis for any team with big dreams. Once the analysis has been executed, it becomes much easier for managers and supervisors to issue a training program that truly meets the needs of employees.

What are some examples of a needs analysis?

Performing regular assessments within your company is crucial for staying afloat. This is especially true now, as teams from around the world struggle to adapt to the many changes that have been flung our way by the pandemic.

To deepen your understanding of the importance of a needs analysis, let’s cycle through three examples of when a needs analysis is required.

1. Adapting to a digital workplace

Even though digital workspaces have become significantly more popular over the past two years, many people are still struggling to adapt. Studies report that over half of American employees were frustrated by remote tech issues during the COVID-19 lockdown.

A training or learning needs analysis like the one below can be used to provide employees with the education and support they need to reduce digital performance problems.

step-by-step guide to learning needs analysis

(Image source)

2. Effective time management

Time management is a common area for improvement within teams, especially as communication and time tracking methods have had to change dramatically in the past two years.

A needs analysis report will shed light on how much your employees are struggling to manage time. The following needs analysis questions will provide you with a clear picture of where to invest in training.

questions for training needs analysis

(Image source)

3. Maintaining employee and team morale

A staggering 67% of employees are “not engaged” in the workplace, and it shows. Global stress, anxiety, and depression levels have inevitably leaked into the business sector, making it hard for employees to emit high job performance.

You can use a needs analysis training program to tackle these issues within the workplace and help employees regain a sense of pride and joy in their work.’s needs analysis template

The process of identifying a strong needs analysis design doesn’t need to be complicated. has developed a needs analysis template that can be used to help companies from all over the world identify training gaps. Other benefits include:

Transform your needs analysis into actionable tasks

Once you have concrete data on the state of your employees’ performance, assigning actionable steps to those in charge becomes much easier. With a Task Board, you can assign tasks to your teammates, whether that’s to watch a training video or sign up for a microlearning course. A template like the one on makes the process of tracking your team’s training process much smoother. You can make sure that your team is completing everything they need to get done from one central location.

Create a training program based on your needs analysis

Your team deserves a training needs analysis that meets their strengths and weaknesses.’s template can be seamlessly applied to any employee, team, or industry for more succinct results.

Track your team’s progress

Progress tracking is one of the most valuable tools a company can use to maintain momentum. And’s needs analysis template reflects employee data in a clear, concise way. With our Performance Insights View, you can easily analyze your team’s overall performance to see how your training program is impacting overall productivity.

Engage with employees

Employee engagement is one of the most important tools in the proverbial business box right now. You can use’s template as the starting point for an engagement and morale turnaround that pushes everyone into the next tier of productivity. Send a message to any team member with an @mention, and make sure they get the message with instant notifications.

Try our Needs Analysis Template

Related templates

Each of these templates can provide companies with a unique approach to training their teams in the most efficient way possible.

1. Employee engagement survey template

The employee engagement survey by enables you to send surveys and record responses from one centralized location. It can be used to quickly assess engagement levels, thus allowing for more effective responses to employees’ emotional and mental needs.'s employee engagement survey

2. HR services template

The Human Resources (HR) services template that offers provides team leaders or managers with insights into employee onboarding, new requests, recently opened positions, and more. employee onboarding template

This template is also beneficial in the sense that it is centralized and therefore accessible in one place, permitting easy tracking of employee dates, streamlining HR requests, and keeping up to date with any onboarding processes currently in effect.

3. Training program template

A training program template is designed to guide team leaders in planning and developing a strong training program for employees. Each team is different, which is why a flexible template like this one is perfect for applying to groups of all shapes and sizes.

4. Performance improvement template

Employees struggling to meet a certain standard of performance might need the push and structure that a performance improvement template can facilitate. This template works by helping employees set small daily performance goals that compound over time to reach long-term goals.

Try our Needs Analysis Template

FAQs about a needs analysis

What does a needs analysis include?

A needs analysis typically includes several different stages of assessment:

  1. needs identification
  2. data collection and analysis
  3. data application
  4. evaluation

This structure can be applied to teams of just about any size and can be adapted to help configure the right steps and protocols for achieving company-specific goals.

What are the 4 steps in the needs analysis process?

The four steps in the needs analysis process are:

These four steps are essentially there to help support and guide business teams who are unsure of how to reach their projected goals.

How do you conduct a needs analysis?

The easiest way to conduct a needs analysis is by following the steps and guidelines provided by a template. offers a plethora of professional business templates, including a detailed template to help you conduct a thorough needs analysis.

What are the types of needs analysis?

There are many different types of needs analysis prerogatives. Some of the most common ones include:

Person analysis: dealing with experience, learning style, and temperament of employees

Performance analysis: focusing on productivity levels and potential performance gaps

Organizational analysis: pertaining to whether or not an organization is utilizing the right strategies, goals, and objectives

Training suitability analysis: assessment of which training offers the desired solutions

The post Needs analysis: examples and template for effective training appeared first on Blog.

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