Identifying training needs - checklist

Identifying training needs - checklistRead our tips on keeping your staff trained so they can carry out their jobs effectively and with a minimum of stress.

  • Review your business objectives and identify critical activities.
  • Set measurable performance standards - for example, measures of production efficiency or marketing success.
  • Monitor performance to identify problem areas.
  • Get feedback from customers, suppliers and other key business partners. Consider using interviews or surveys in areas such as customer satisfaction.
  • Ask employees to raise concerns and make suggestions, include discussion of training needs in employee performance management.
  • Identify any dependencies - for example, where only one employee has crucial skills or knowledge.
  • Review any legal requirements such as health and safety training.
  • Review any changes you plan or expect (eg new products, procedures or technologies); identify potential weaknesses and problems.
  • Consider how employees’ roles may change - for example, your plans to promote individuals and to develop new employees.
  • Prioritise problem areas or areas of weakness.
  • Consider how improving systems or equipment could contribute to resolving problems.
  • Consider whether poor performance is due to bad management - for example, a failure to agree clear objectives and motivate employees.
  • Consider whether you have unrealistic expectations given the calibre or number of employees, and if you need to recruit new talent or reassign roles.
  • Consider whether training will be an effective solution. Assess employees’ willingness to learn, and their preferred learning style.
  • Identify training options (eg job shadowing, distance learning or external training courses); set clear objectives for training activities.
  • Implement a pilot training scheme and review the outcome before rolling the programme out.
  • Regularly review the outcome of training to identify further training needs and to assess the effectiveness of your training needs analysis.

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