How to Conduct a Needs Analysis: The Basics
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How to Conduct a Needs Analysis: The Basics

Step by Step Guide To Find and Fix Hidden Organizational Challenges!
4.5 (9 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
6,458 students enrolled
Last updated 4/2017
English [Auto-generated]
Current price: $10 Original price: $60 Discount: 83% off
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  • 2 hours on-demand video
  • 3 Articles
  • 3 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Execute four steps to a needs analysis
  • Discuss reasons for a needs analysis and pre-planning
  • Gather and organize data from various sources when investigating a problem
  • Demonstrate how to evaluate data and training possibilities
  • Discuss a needs analysis report
View Curriculum
  • Basic understanding of data analysis
  • Interest in organizational performance

** ACCORDING TO DYNAMIC WORKFORCE SOLUTIONS: "Conducting a needs analysis is a critical activity for the training and development of employees and/or clients. Whether you are a human resource generalist or a training specialist, you should be adept at performing a training needs analysis."

** SPECIAL FREE BONUS** NEEDS ANALYSIS WORKBOOK INCLUDED. In order to further improve the student experience, there is a free download of an Excel workbook packed with activities and ready to use models. This helps ensure everything is even easier to understand & even more fun and engaging! **

Are you ready to identify and remedy inefficiency gaps and improve the knowledge base in your organization?

In this course, you will learn a four step process to analyze an organization's personnel performance, test production efficiency, conduct a skills audit and execute a training program with razor sharp precision. This course covers important topics such as organizational surveillance, investigation, analysis and report writing. You will learn or remind yourself of these concepts that will help make you more successful!

The contents of this course are all based on my work experience as a Policy Analyst in The Office of the Presidency of South Africa, founder of Grow2Lead, a leadership and non-profit organization in South Africa and a Data Associate for a leading Education nonprofit in New York City. I received a PhD from Texas A&M University and a Master's degree in Public Administration from the Bush School of Government. This course ties together both my theoretical knowledge and practical experience in a dynamic, practical and applicable way.


Students of this course will enjoy learning from an instructor who is committed to practical application, passionate about supporting students through additional resources and continually updating this course with the latest tools. 

This course will result in you being able to conduct a Basic Needs Analysis by the end.

What are the requirements?

  • Come ready to learn :)

What am I going to get from this course?

  • Join a global community of students!
  • Superb reviews!
  • Identify and rectify your organizational inefficiencies!
  • Design a powerful training program to improve your organization's knowledge base!

Who is the target audience?

  • Managers or Program Evaluators interested in improving organizational performance.
Who is the target audience?
  • Program Evaluators
  • Consultants
  • Managers seeking to identify and rectify performance, production and resource gaps
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Curriculum For This Course
26 Lectures
Welcome to the Course!
2 Lectures 09:16

Welcome to How to Conduct a Needs Analysis: The Basics! In this introductory lecture we discuss what you will need to do to be successful in this course.

Preview 03:24

Whether you are a manager or an aspiring program evaluator, this lecture will give you a list of important things to consider before continuing with the needs analysis.

Preview 05:52
Step 1: Surveillance
4 Lectures 19:44

Surveillance involves specific techniques which help you glean important information. This information will provide clues as to your starting point for any needs analysis.

Surveillance: An overview

Organizations big or small produce tons of data. This lecture helps you organize the data for interpretation.  

Organize the data

Through your analysis of the data you will begin to identify gaps. This will form the bedrock of further investigation.

Identify the performance needs and gaps

To successfully gain the necessary support from managers, write a powerful brief describing why the needs analysis should proceed. Download the memo sample to assist you here.

Demo: Write a summary memo
Step 2: Investigation
8 Lectures 34:22

Surveillance identifies the problem, investigation helps you see the roots of the problem.

Step 2: Investigation

We explore ways to organize your data sources and methods to set you up for success.

Data sources and methods

As you work with employees, learn to interview them to glean their understanding of the work and the gaps.

How to conduct interviews

The Balanced Scorecard is a powerful tool to improve organizational performance. Should the organization you are analyzing use this tool, you will be prepared to understand it's basic features.

Balanced Scorecard overview

The Logic Model is a popular tool used by non-profit organizations to evaluate programs. Know the Logic Model and you will understand their program efficiency.

Logic Model

Understanding an organization's strategic direction is vital to make nuanced recommendations. This lecture outlines the basic tenets of the Theory of Change.

Demo: Theory of change

Demo: A Theory of change in action
Step 3: Analysis
3 Lectures 11:06

In this lecture I describe the basic tenets of an analysis.

Analysis: An Overview

This lecture describes how to conduct an employee SWOT Analysis

Demo: Conduct a SWOT Analysis
Design and Execute an Effective Training Program
6 Lectures 22:03

The primary need may lie in a skills deficit.This lecture describes how to design a training program.

Design training

Design thinking is a powerful tool. It can be used effectively to brainstorm your training design ideas.

Demo: Design Thinking

No training occurs in isolation. Use this lecture to craft or analyze a training and development plan.

Outline your training and development plan

How can we work backwards from our outcomes, i.e. what we want to achieve to what we have to do? This lecture starts with results and walks through a series of steps to help us answer these questions:

1. What do I want to achieve?

2. What resources do I need to execute this outcome?

3. What are the logical ways to organize this learning experience?

4. How will I evaluate the participant's learning?

Design your curriculum

The lesson plan is the lifeblood of all training initiatives. Use this lecture to craft meaningful lesson objectives and utilize the necessary components of a successful lesson plan.

Craft your lesson plans
Step 4: Report
1 Lecture 08:27

Writing the report is an important element of the needs analysis process. Here we describe two report types.

Write the report
Bonus Section
2 Lectures 00:52
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About the Instructor
Warren Chalklen, PhD
4.3 Average rating
570 Reviews
40,935 Students
19 Courses
Education Innovator | 40,000+ Students on Udemy

Dr. Warren Chalklen is an education innovator who has taught over 40,000+ students across 167 countries using online and face to face platforms. He is passionate about building individual and organizational capacity in the fields of diversity, policy analysis, and data driven performance with softwares such as Excel, Salesforce and Balanced Scorecard tools. In his spare time he loves to travel and recently returned from a vacation in Brazil!