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Training Need Analysis Form Template

Streamline your training assessments with this effective template

Determining the right training for your team can be challenging without the right tools. This Training Need Analysis Form template is designed for organizations looking to pinpoint skill gaps and enhance workforce performance. With this template, you can efficiently gather valuable input from employees, streamline training evaluations, and improve your overall training effectiveness. Start using it today to identify training opportunities, ensure alignment with company goals, and foster employee development.

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Full name
Work email
Job title
What is your primary training objective?
Improve current job performance
Prepare for a new role or responsibilities
Meet compliance or mandatory requirements
Learn a new tool or technology
Close a skill gap identified by feedback or KPIs
Prepare for a certification exam
Other
Please Specify:
When do you need this training?
Within 2 weeks
Within 1 month
Within 3 months
Within 6 months
No specific timeline
What outcomes do you want to achieve from this training?
This training is a priority for me this quarter.
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Product or service knowledge proficiency
Poor
Fair
Good
Very good
Excellent
Not applicable
Tools and technology proficiency
Poor
Fair
Good
Very good
Excellent
Not applicable
Process or compliance knowledge proficiency
Poor
Fair
Good
Very good
Excellent
Not applicable
Communication and customer interaction skills
Poor
Fair
Good
Very good
Excellent
Not applicable
List specific tools, topics, or tasks you need training on
Have you completed related training in the last 12 months?
Yes
No
Preferred learning formats
Live virtual instructor-led sessions
In-person classroom training
Self-paced e-learning
Blended (mix of live and self-paced)
On-the-job coaching or mentoring
Video tutorials
Hands-on labs or sandbox practice
Reading or reference guides
Other
Please Specify:
Ideal session length
30-60 minutes
1-2 hours
Half day
Full day
Multi-day program
No preference
Accessibility or accommodations needed
Captions or transcripts
Screen reader compatible materials
Larger fonts or high-contrast materials
Step-by-step written guides
Additional time or slower pace
Accessible physical venue
None
Other
Please Specify:
Is manager approval required before you enroll?
Yes
No
Is a formal certification required for this training?
Yes
No
How will you measure success for this training?
Improved KPIs or performance metrics
Faster task completion
Reduced errors or rework
Certification achieved
Positive customer or stakeholder feedback
Manager or peer feedback
Increased compliance
Other
Please Specify:
How likely are you to apply what you learn on the job?
Very unlikely
Unlikely
Neutral
Likely
Very likely
Type your full name to confirm the information provided is accurate
Date
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Paper art illustration featuring a training need analysis form template with design elements related to learning and assessment

When to use this form

Use this form when you need to pinpoint skills gaps before you invest in courses. HR, L&D, and team leads can gather role-specific needs, set priorities, and align training with business goals. Use it after performance reviews, when rolling out new tools, scaling a team, or following a compliance finding. It also helps when departments send ad-hoc requests; connect it with a Simple training request form to capture demand and route approvals. After you run a program, close the loop by evaluating outcomes with a Training effectiveness evaluation form. The result is a clear, ranked plan by audience, timeline, and budget, so you deliver the right training to the right people at the right time.

Must Ask Training Need Analysis Questions

  1. What business goal or performance gap will this training address?

    This ties your request to measurable outcomes, not vague learning aims. It helps you decide whether training is the right solution or if a process or tooling fix would work faster.

  2. Which roles, locations, and how many people need this training?

    Clear audience size and spread shape delivery format, scheduling, and cost. It also helps you plan cohorts and assign managers to support practice on the job.

  3. What specific skills or behaviors are missing today, and what proficiency is required?

    Detailing the gap guides content depth and assessment methods. You can validate the baseline with a Training assessment form before you design or buy content.

  4. What constraints do you have on timing, budget, and delivery method (in-person, virtual, self-paced)?

    Constraints set practical boundaries and prevent scope creep. If you pilot a course, capture learner preferences and reactions with a Program survey form to refine the rollout.

  5. How will you measure success and who will track it after the course?

    Defining KPIs, owners, and checkpoints ensures follow-through and accountability. It also prepares you to report impact to leaders and secure future budget.

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