50 Needs Assessment Templates & Examples

A needs assessment template is an important tool to use in strategic planning. Needs assessment is a process utilized by organizations to determine their priorities, make improvements, and allocate resources. The process involves determining the gaps or “needs” between the vision of the organization and its current state. Then you can develop a needs assessment example which, in turn, helps you address those needs.

Needs Assessment Templates

The purpose of a needs assessment

Before creating a needs assessment template, you must first familiarize yourself with the process. During needs assessment, you explore, collect information, and analyze all of the possible options your organization must employ so you can get to where you want to be. You gather the information for your needs analysis template from both internal and external sources.

After collecting all of the information you need, you must then organize and analyze it. This helps you determine how to best use the information. With this information, you can determine which need acts as a hindrance to the success of your organization. This is why you need to perform a needs assessment.


Types of needs assessment

There are several needs assessment examples available online. Use these as a reference in case you need to make your own report and you don’t know how to do it. Needs assessment involves the identification of gaps or needs to come up with possible solutions for these needs.

There are different reasons to perform a needs assessment so you would have to make different needs assessment templates depending on the purpose. Here are some types you may perform:

Organizational needs assessment

This type of assessment includes the objectives, goals, and strategies of an organization in relation to the needs of the workforce and the business. You would perform this assessment to identify the needs of an organization to reach its goals.

Person needs assessment

This type of assessment includes the management, employees, and even the clients paying for the products and services. The assessment helps you identify whether or not you need to make changes to procedures or hierarchies.

Task or work needs assessment

This type of assessment includes the job analysis, specifically the main duties performed by the workers to see if they match with the workers’ skills. This assessment helps you determine if the work your employees matches their skill level or if there is a need for training or some other kind of professional improvement.

Performance needs assessment

This type of assessment helps you determine whether your employees perform up to the standards or they’re performing below expectations. It helps you decide on what to do to improve the performance of your employees.

Needs Assessment Examples

Conducting a needs assessment 

As you can see, there are different reasons why you would have to perform a needs assessment. While performing the assessment, you also must create a needs assessment template or a needs analysis template to document the information you’ve gathered. You may conduct a needs assessment any time but these are usually done for a specific reason.

There are so many things going on in organizations that it can be extremely challenging to pinpoint your needs. Therefore, a needs assessment is important to help you determine the gaps which exist which prevent the organization from reaching its goals. These gaps or needs may either be in the form of skills, knowledge or practices.

You must know what works and what you need to change if you want to progressively move towards your goals to ensure the success of your organization. You can conduct a needs assessment to deal with different types of concerns on different levels. This helps you plan specific actions for the purpose of improvement.

In some cases, you can easily identify what your organization needs. You may identify the tool you need for the current situation but you should also know how to use that tool. For instance, if you dine at a sushi restaurant and they give you a pair of chopsticks. If you never had experience with chopsticks in the past, you can’t effectively use them!

In this example, the chopsticks are your needs assessment and you can only use it properly if you have learned how to conduct this process properly. To illustrate this process, we’ll use an example. Let’s assume that a company struggles because of the high turnover of employees.

Because of this, the management wants to know whether or not some type of training program may help reduce the turnover rate in the company. This is an important decision which you shouldn’t take lightly. There are a lot of factors you must consider such as the work environment, how the company interacts with its employees, the strengths and weaknesses of the company, and more.

This is where needs assessment comes in. You can conduct this assessment to determine the best type of training program to provide the employees to retain them. If this is your first time to conduct a needs assessment, here are some steps to guide you:

Identify the need of your organization

This is the first step in the process because you must first identify that your organization needs something or must improve in something so that you can reach your goals. This step is also an essential part of succession planning. Conducting an analysis helps you focus your efforts as needed.

Remember that the main purpose of conducting this type of assessment and to create a needs assessment template is to determine the needs of an organization. This is why all needs assessment examples answer the following questions:

  • Who’s requesting for the change?
  • What’s the change that’s asked for?
  • When should you implement the change?
  • What’s the best method to bring about the needed change?


Execute a procedure

There are several ways to conduct needs assessment. No matter what method you choose to use, you should get the same results. Often, you may have to use a combination of techniques for your assessment. Here are the general steps to follow for your needs assessment:

  • Planning: This step is the very first one to take. Here, you determine the kind of information to collect for your assessment. You should be as clear as you possibly can for this step so you can use your plan as a guide for the next steps.
  • Collection of data: In this step, you gather all the data you need for your assessment. Therefore, you must do a lot of research into your organization to determine what it needs.
  • Analysis of data: In this step, you would have to organize the data you’ve collected and prioritize it to determine the importance of these needs.
  • Reporting the results: In this final step, you would report the results of your assessment. This is where a needs analysis template comes in handy. It must include a summary of all the results of your analysis and your recommended solution.


Collect the data you need

When it comes to the collection of data for needs assessment, you can perform the following:

  • Individual interviews: Interviews are extremely beneficial because through them, you can ask clarifications or follow-up questions. Of course, the downside of conducting an interview is that the interviewee might feel self-conscious. Therefore, you must possess good interviewing skills to conduct interviews well.
  • Surveys and questionnaires: If you conduct these anonymously, these can provide you with beneficial information. Of course, you won’t have a chance to ask for clarifications through this method.
  • Focus groups: These can help build involvement with the learners. Also, they may bring up unexpected issues which you may have to address. However, focus groups aren’t that easy to conduct and it’s also challenging to quantify the information you collect from them.
  • Committees: When you create an advisory committee, this gives you the visibility into the data collection from decision-makers and stakeholders. However, the data isn’t very relevant for this method as it might lead to a “group think” situation where the people won’t express their opinions.
  • Research: Research is extremely useful too, especially if you use data from different sources. In some cases though, the data you collect might not be too relevant to the situation.
  • Observation: Finally, you can also observe the current situation of your organization to find out what it needs. Of course, this method is time-consuming and it’s logistically challenging to coordinate.

Reporting and recommendations

After conducting your needs assessment and completing your needs assessment template, it’s time to start reporting. Part of this is to provide recommendations for plans both in the long-term and in the short-term. Of course, you’d have to start with the high-priority items then move on from there.

If you have a timeline for accomplishing all of your goals, then you must create a schedule for these plans too. Also, apart from the recommendations, include a summary of why and how you completed the assessment, the methods you used, and the people involved. Including all of this information ensures that your document is both complete and comprehensive.

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