Analyze

Analyze

Know your participants

References
12 Strategies for High-Impact Corporate Training, 2013, Dan Rust (www.frontlinelearning.com)
The Kirkpatrick Evaluation Model: How to Measure Training Effectiveness, 2019, Lucidheart
https://www.lucidchart.com/blog/how-to-use-the-kirkpatrick-evaluation-model
TRAINING NEEDS ANALYSIS -OR- LEARNING NEEDS ANALYSIS, 2018, Mike Clayton, https://www.pocketbook.co.uk/blog/2018/04/03/training-needs-analysis-learning-needs-analysis/
HR-Guide, Needs Analysis: How to determine training needs, https://hr-guide.com/Training/Determining_Training_Needs.htm
Training Needs Assessment Process in 4 Steps (With Questions), 2017, LINDA DAUSEND, https://www.flashpointleadership.com/blog/training-needs-assessment-process-how-to-start-and-what-to-ask
Training of Trainers Manual for Public Procurement Specialists, 2017, DELTA - Distance Learning and Technology Applications and International Training Centre of the ILO
1. What for?

 

The analysis phase in the Learning Management Cycle introduced in the previous section is what enables you to ensure the relevance of your training for the direct beneficiaries and organizations. In the private sector, this translates to trainings that respond to the real needs of both organizations and participants, courses that are relevant and perceived as useful by all stakeholders involved.

A report on workplace learning produced and published by 24x7 Learning Inc. in 2015 found that only 11% of employees actually applied the skills they learned in training to their job. This shows how significant the disconnection is between actual learning needs of employees and the training they have access to, or that training providers offer.

What does this mean? It means that you should invest as much effort and resources in the analysis phase as you do in implementation. Because the implementation, as well as the results and the impact of the trainings, depend to a great extent on how much the training responds to the learning needs of your beneficiaries and to the competency gaps identified.

If you don’t do a thorough need analysis, the following might happen:

  • The content might be irrelevant to the context, needs, and interests of participants and organizations.
  • The content might be inadequate (too complex and difficult for the level of knowledge/ skills of participants, or redundant and too simple).
  • The content and methodologies might not be appropriate for your participants in terms of cultural and professional background.
  • The training might be disconnected from other learning experiences participants have taken part in within the same organizational context and other organizational development programs they might be part of.
  • The training might be disconnected from the company’s business strategy, and thus perceived as irrelevant.
2. What to do?

 

When preparing a training course, your starting point is identifying and understanding competency gaps and learning needs at different levels. What do your participants need to learn? Why? What is the impact of their learning in the organization/ company? How does this align with, and how is it useful in the context of the broader business strategy or on the level of national or international opportunities for the organization?

  • the individual level by looking directly of the target group of your participants
  • the organizational level by looking at
    • differences between what is needed/ desired in the organization as a competence and what already exists.
    • problems of deficits: Are there problems in the organization and/or the country which might be solved by learning activities?
    • Imminent changes: Are there problems which do not currently exist but are predicted due to upcoming changes, such as new processes, new laws or conventions?
    • Opportunities: How can the organizational strengths be utilized in a proactive approach to reach new goals or objectives, or implement new strategies?
  • the wider context (regional, business sector, professional niche, etc.) looking, for example at mandated trainings: Are there policies that might dictate the implementation of some program? Are there governmental mandates that must be adhered to?

As a result, you should have a very clear image of:

  • Who needs the training? Who are the people that need to take part in our training?
  • What do they need to learn? What is the desired level of competencies? What competencies are already in place that you can build on?
    • Are you addressing knowledge that is relevant in the projects they manage and systems they are part of?
    • Are you addressing transversal skills such as effective teamwork or team-management, relationship with stakeholders, and conflict transformation?
    • Are you addressing attitudinal requirements like autonomy and motivation, persistency in overcoming challenges or attention to detail?
  • What kind of training do they need? Is it a face-to-face process, is it blended learning, is it online?
  • What training approach and design is the most appropriate in terms of: flow, methods and approach?
  • What is the impact of the training?
  • What are the resources we need to mobilize in order to provide this training?

 

It is also important to understand your participants in the context of their personal and professional lives. They are not just participants in your training; they are juggling many other responsibilities, interests and priorities. It might be a good idea, then, to approach their participation in the training in correlation with everything else and to take into consideration the amount of time and energy they are capable of and willing to invest in this learning process. Understand how this training interferes with current job responsibilities: is work piling up while they are in the sessions? Do they have any urgent issues that need to be addressed? Are their coordinators aware of the training taking place? Do they understand its importance in the broader organizational context?  Do they perceive training time as work time? Having an answer to these questions will support you in designing activities and processes that are realistic and relevant.

3. How to conduct a learning needs and initial overall assessment?

 

Depending on each situation, you can choose from a variety of learning needs analyzes, or develop your own instruments:

  • Direct observations
  • Interviews and discussions—You might not have the chance to conduct interviews with your target group/ participants; however, it is essential that you have a discussion with the representatives of the organization you will be delivering the training to. They will be able to help you understand the organizational context, needs, competency gaps, cultural traits, their overall training and learning strategies, as well as their expectations in terms of employee learning and behavioural change.
  • Consultations with people in key positions within organizations
  • Consultations with people with specific knowledge and expertise
  • Reading and analysing records and reports
  • Questionnaires and Surveys (Online tools that can be used in online platforms, email groups, WhatsApp Groups, Facebook, etc: Survey Monkey, Google forms)

 

No matter the method you choose, questions are your most powerful tool in this phase. They provide you with an initial assessment of the learning needs and context in which the learning will take place, and at the same time, work as a guide for monitoring and evaluating the success of the training program. So what to ask?

These questions will ensure that your training is tailored, as much as possible, to the participants’ interests, needs and characteristics. Thus, it will increase the relevance and probability of the participants using what they learn after the course in their actual work place, and consequently, produce the expected changes at the company level.

Training needs survey demos:  https://www.hr-survey.com/TrainingNeedsDemos.htm
Create your own online training needs survey: https://www.hr-survey.com/CreateEOQuest.htm
More resources: https://www.hr-survey.com/TrainingNeeds.htm
Real life situations

Although the process described above is the recommended approach, things might look very different in reality. There is no right or wrong approach, as long as you remember that the training is like a dance that you dance together with the contracting organization and your participants, and not alone on a stage in front of them.

In this case, do a cost-effect analysis and focus on the segments that you think will bring you the most valuable information.

Try to conduct regular training needs analyzes with all members in order to get a broad picture for how to situate all your trainings. This will be your general guiding light.

The least you need to do is the needs analysis on the learners’ level. If possible, do it before the training by sending a needs assessment questionnaire, in whatever format you find most suitable (Google forms, some questions on a FB or WhatsApp group, etc). You might however, find yourself in a situation where you don’t really know who the people coming to the training will be. On top of that, they might not have a choice, and are only coming because they were requested to. In this scenario, try to find out who the people in the room are once they arrive. Allocate at least thirty minutes to clarify expectations and learning needs, and be ready to adapt your training design, content, and activities on the spot with the reality of your participants.

 

Examples of on-the spot training needs analysis

 

You might need to adjust your training in terms of content, methods and approach. If, for example, people want to have a space for peer-discussions, and you did not plan that, check where it can be integrated. Or if, for example, it turns out that people have more expertise in the topic than you imagined, you can still do a short content intro to ensure that everyone is on the same page, but you might allocate more time to a deeper analysis, like the practical implications of a law, for example. At the same time, you might find out that a certain course objective is not relevant for your participants. You might choose to focus less on that, or choose to keep the focus and explain why, if the organization you deliver the training for considers it a priority.

In this case, you should go back to what the organizational needs are. What do they define as a base-line for all employees? This is what defines your training goals and this is also what is communicated to the participants.

At the same time, you can use the group wisdom and dynamic to support peer-learning:

  • you can group people for small-group discussions according to their backgrounds to ensure more meaningful conversations.
  • you can form small working groups according to their knowledge level to ensure appropriate depth of conversation and approach.
  • you can mix participants in such a way that the more inexperienced ones can learn from the more knowledgeable, and the more experienced deepen their knowledge by explaining it to others.

When you create a learning environment, people will understand that exposure to different backgrounds and expertise enriches their learning process.

Also, by using different reflection methods, you can support participants to understand and articulate what is relevant for them within the training and to extract meaningful personal learning outcomes.

You can’t force the process, however, you can support organizations to dig deeper and you can make proposals based on all the information you have.  All organizations will be able to express some needs (e.g. that they generally need employees to be up-to-date with Labour Law changes), and you can build on what is available. You can analyze the wider context (regional, business sector, professional niche, etc.): Are there policies that might dictate the implementation of some program? Are there government mandates that must be adhered to?

Whether this is discovered before the training, in the training needs analysis, or comes up on-the spot, it is important that you, as a training provider understand and articulate what the limitations of the training are. If there are needs that cannot be completely covered through training, you can analyze with the clients what other type of learning is available and might be more appropriate. Maybe people need to do some on-the-job learning, mentoring or coaching. It is unrealistic to believe you can cover all the learning needs within a company with your training, so it is important to situate trainings in the wider learning and capacity development strategy of organizations.

If there are needs that you cannot cover in a certain training, you can discuss with your client ways to address them in future trainings or modules. You can also support participants to identify how they might learn what they need after the training is over. You can do that by allocating some time and using reflective methods within the training to evaluate what they have learned, to identify what they still need to learn and how to do that.