Needs Assessment Questionnaire

Diagnose

Before I design a solution, I diagnose the actual problem. This is the questionnaire I use to get there.

01

Context

1What prompted this request for training or development support?
2What would success look like six months from now — for the team, and for the business?
3Has anything been tried before to address this? What happened?
02

The Gap

4Is this a skill gap (people don’t know how), a knowledge gap (people don’t know what), or an environment gap (people know how, but something’s blocking them)?
5Who is affected, and how are they affected day to day?
6What’s the cost of leaving this unaddressed — turnover, errors, missed targets, morale?
03

Constraints

7What’s the timeline, and is it flexible?
8What resources (budget, SME access, tools) are available?
9Are there any organizational, regulatory, or cultural constraints the solution needs to respect?
04

Measurement

10How will we know this worked? What data already exists, and what would need to be created?
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