PARTNER for Training Success: ANALYSIS of Needs, Wants, and Identifying Gaps
The second step in the PARTNER* model is ANALYSIS: Determine the needs and wants of the different stakeholders. Identify the gaps and prepare to address them.
When following the PARTNER* model, the first step (PICTURE) should have answered the “where” questions … “where is the organization going?”, and “where does the organization want to be?” It is not unlike planning a trip and pulling out the map to pin point a destination. ANALYSIS then is like determining where we are currently located on the map.
So what steps or considerations are involved in analyzing the needs and wants of the organization? And how will you identify the gaps? Be sure to consider the following:
Who – When you begin analyzing needs and wants, determine up front who you will be including in the process. Joseph Schwab, an educator who developed a program design approach based on curriculum deliberations, believed that the lead curriculum-making specialist should have input from all concerned parties. In the world of corporate learning and development, that would mean subject matter experts, learners, trainer-facilitators, organizational leader(s), and human resource representatives. He did caution subject matter experts will frequently want to control the curriculum making process or will discount input from others, so a strong and focused curriculum lead is required. Schwab’s approach is sound and ensures that all involved parties have a voice.
Unique Issues – Having completed the PICTURE step, you should be aware of the organization’s unique challenges that arise from issues like culture or geography. In the ANALYSIS stage, you must also consider and be aware of unique skill or process issues and constraints. Are there health and safety issues, legal constraints, or ethical considerations? What role does the learner take in relation to these? How about the organization’s leadership?
Competency Maps – Have competency maps been developed for the different internal roles? A competency map is an outline, or listing of skills and traits required to successfully fulfill the requirements of a particular position. If competency maps are available, great! Review them to ensure that they are current and reflective of the positions that exist. If competency maps are not available, consider completing them as part of the ANALYSIS process.
Questions – Through this entire process, you will be asking yourself (and possibly others) questions. Be sure to keep a running list of those questions somewhere where you can refer to it. Review the list and determine which questions are important in helping to determine where the organization currently is (remember the map analogy above?).
Methods/Media – Reach out and engage with individuals at all levels within the organization that will be effected by and involved with any training initiatives. There are a variety of ways to do this:
- Paper surveys
- One-on-one interviews
- On-line surveys, using tools like Survey Monkey
- 360 or modified 360 feedback instruments
- Exit interviews
- Roundtables
- Focus groups
One note of caution … it is often tempting to take as gospel the anecdotal input provided by the organizational leadership, and make decisions based on only their input. Leadership team input is only one part of a thorough analysis or needs assessment step.
Roll Out – When preparing to undertake a needs assessment, consider how to position it. Depending on its purpose, consider having a senior member from the leadership team provide an introduction of the process to all those who will be participating. This could be a simple as an e-mail/memo or voicemail blast, or it could be as elaborate as an all-hands meeting. Attaching as much credibility to this process will help to ensure that you get the information needed to help make the necessary recommendations.
Evaluation – The final step in the ANALYSIS process is to collect, document, and present your findings (even if you are only presenting those finding to yourself). This is where you will be able to confidently say, “this is where we are, and this is where we want to (or need to) be.” In some cases you may learn that the organization and its people are where they need to be, or are very close to it; in other cases it will be quite obvious that a significant gap exists. From here, we will move on to the READY stage in the PARTNER* model and begin the process of determining how to get from “here to there”.
* The PARTNER model (Picture, Analysis, Ready, Train, Nurture, Evaluate, and Revisit) looks at each step in the development, design, delivery, and follow-up process and breaks it down into a simple to follow template.
This is post 3 of the PARTNER Model … view the others by following these links:
- PARTNER for Training Success
- Look at the big PICTURE
- ANALYSIS of Needs, Wants, and Identifying Gaps
- READY objectives, design, and delivery approach
- TRAIN delivery, context, and learner needs
Let E-learners Have a Role in Choosing their E-learning Courses
Malcolm Knowles, one of the recognized founders of modern adult learning theory, states that adults must believe that their learning will have a personal benefit. Organizations typically have set goals and objectives that are at the forefront of all business planning. These two fundamentals do not need to be mutually exclusive. Within the context of the organization’s objectives, learners should have input into the process of determining what e-learning courses they will take. They can be determined through a process of consultation between organizational learning leaders and e-learners themselves.
Now I’m not suggesting that e-learners should have carte-blanche when it comes to making e-learning course selections, but rather that learners should be actively involved in the process of negotiating what courses to take, outside of those required as a matter of principle or prerequisite. Learners should be involved in the process of designing their curriculum to know that their learning will have personal benefit (for more on this perspective, see the December 24, 2009 entry: Let the Learner Play a Role in your Program Design).
The outcome of this process will be determined through those consultations and could take the form of roundtable discussions, surveys, one-on-one interviews, or a combination of two or all three approaches. The more that the organization embraces and respects the learner’s needs, the more success any corporate learning initiative will have.
This is post 7 of 7 of the E-learning Success Model … view the others by following these links:
- A Model for E-learning Success
- Understand the E-learner
- Onsite E-learning Champions
- In-Class Orientation for E-learners
- Support from the E-learner’s Manager
- Provided time to E-learners during Work Hours
- Let E-learners Have a Role in Choosing their E-learning Courses
Understand the E-learner
Any organization that commits to undertaking an e-learning component as part of their learning and development strategy must make an effort to understand their learners. Unfortunately, it seems that many organizational leaders are sold on new e-learning technology as a way to reduce the investment in their training budget while frequently the needs of the learner seem to be ignored.
It would be foolhardy and potentially costly to overlook the fundamentals of adult learners as advanced by Malcolm Knowles, namely:
- Adults need to know why they are learning something; they must believe it will have a personal benefit;
- Adults have lifetime experiences that should be tapped and built upon;
- Adults learn best from hands-on, problem-solving approaches to learning; and
- Adults will expect to apply new knowledge and skills immediately, which will aid retention.
Understanding your corporate learners is important if you are to effectively work with Knowles’ fundamentals.
The process to start understanding learners can be accomplished by having prospective e-learners complete a short questionnaire or even through a one-on-one interview setting with an organizational e-learning champion. If the survey option is used, follow up with those that self-identify through their responses that they would be at risk in an e-learning environment. Questions requesting information about age, educational background, organizational tenure, and familiarity and comfort with computers and e-learning should be asked. Understanding the employees that will be participating in a company sponsored e-learning curriculum is no different than taking the time to understand employees that will be participating in in-class, on-the-job, or other training avenues. As a training leader (facilitator of learning), it is your responsibility to play a key role in delivering a positive LROI (Learning Return on Investment). In this case you can do that by making the effort to understand the e-learner.
This is post 2 of 7 of the E-learning Success Model … view the others by following these links:
- A Model for E-learning Success
- Understand the E-learner
- Onsite E-learning Champions
- In-Class Orientation for E-learners
- Support from the E-learner’s Manager
- Provided time to E-learners during Work Hours
- Let E-learners Have a Role in Choosing their E-learning Courses
Let the Learner Play a Role in your Program Design
A few years ago I was charged with the task of developing an orientation and professional development curriculum for newly hired sales people. Given that no program had previously existed, I was required to build one from the ground up … an exciting and challenging prospect.
Joseph Schwab, an educator who developed a program design approach based on curriculum deliberations, believed that the lead curriculum-making specialist required input from subject matter experts, learner representatives, milieu residents (e.g. customers), and instructor-facilitators. And he cautioned that subject matter experts typically want to either control the curriculum making process or will discount input from others (learners, milieu residents, teacher-facilitators, and of course, the curriculum-making specialist). My previous experiences have only reinforced this perspective for me.
If you find yourself taking on the role of curriculum-making specialist, it is important to ensure that any one party in the process (e.g. subject matter experts) doesn’t take over; it is your responsibility to have the wherewithal to guide this process. In particular, you must ensure that learners are involved, heard, and active in the design process. It is after all the learner that is expected to benefit from the program.
The earlier the learner becomes involved in the process, the more likelihood that you will have a successful outcome. Wouldn’t you rather have the learner involved at the beginning of the process than simply as a passive recipient of training? Wouldn’t you rather ensure that your program avoids common or potential pitfalls before rolling it out? Wouldn’t you rather minimize potential missteps that could cost you unnecessary money, money that could be used elsewhere in your training budget?
I’m not suggesting that the learner should be designing your program, just that you should consider using the learner as a key resource on your design team … in addition to subject matter experts, instructor-facilitators, and milieu residents.
