Templates for Training Needs Assessment (TNA) & Analysis


Sample Training Needs Assessment Template & Training Needs Analysis (TNA) Tool – Everything You Need

A training assessment for staff training needs is a process that helps ensure the employees running an organization have the skills and knowledge needed to operate as effectively as possible.

There are many different techniques of training need assessment involved when you assess training needs of employees. The TNA assessment can include observation of employee workflow, identification of performance gaps, and surveys that are sent directly to potential trainees.

In order to generate a training analysis report, you need a place to input the information gathered on an organization’s skills needs versus the current skills of its employees. This place would be a training needs analysis report template.

training needs analysis final report template

Whether you use a cloud-based training needs template, a training needs analysis example PDF, a training needs assessment template Word export, a training needs assessment PPT export, or training needs analysis template Excel export, using a template for your needs analysis can save you a lot of time.

However, not all paid or free training needs analysis template options are as useful as others. Some may give you a simple Excel sheet with a few column headers, but no way to easily generate a training needs analysis report.

But another training needs assessment tool may be quite robust and include both a cloud-based and Excel training needs analysis template, automated reporting analytics with pie charts and bar charts, and free surveys to easily assess training needs of employees.

We’ll detail the different types of training needs and analysis templates in this article, as well as highlight one of the best and most robust – our #1 OCM Solution Training Management Toolkit with training needs assessment checklist and free training needs analysis template surveys.

Are there other ways on how and where to find templates for training assessments and analysis that you would like to share with other change managers? Do you have feedback on the best training needs analysis template NHS versions? Contact us and let us know.


OCM Solution Training Management Toolkit with Training Needs Analysis Template

training needs analysis report template
Get a cloud-based training needs analysis tool that includes free surveys to use as a training needs analysis template Word export or a training needs analysis template PDF.

OCM Solution Training Management Toolkit


Table of Contents: Training Needs Analysis Template

Keep on scrolling down this page to read each section or click any link below to go directly to that section.

1. What is the Training and Development Definition in HRM?
2. What Is a Training Needs Analysis Template?
3. Learning Needs Analysis Template Reporting
4. What Is a Training Assessment Template Used For?
5. Training Needs Assessment Tool & Template Types
          a. Excel Training Needs Analysis Template NHS
          b. Microsoft Word Training Needs Analysis Template
          c. PDF Training Analysis Report Template
          d. PPT Sample Training Needs Analysis Template
          e. Cloud Platform Training Needs Assessment Template
6. What Data Needs to be Captured for a Training Needs Analysis Report?
7. What Are the Advantages of Using a TNA Template?
8. OCM Solution Training Needs Analysis Tools and Templates
9. What Questions Should You Ask in a Cloud, PDF, or Word Training Needs Analysis Template Survey?
10. Conclusion – Training Needs Analysis Template NHS & Tools
11. FAQ | Training Analysis Template to Assess Staff Training Needs


What is the Training and Development Definition in HRM?

Human resources management (HRM) is typically the department that oversees staff training needs and analysis. Thus, how to assess training needs of employees in the most effective way is a standard item of discussion.

Before you can even get into choosing the best training needs assessment matrix, it’s helpful to understand the training and development definition in HRM.

According to the Society for Human Resource Management (SHRM), “Employee development is almost universally recognized as a strategic tool for an organization’s continuing growth, productivity, and ability to retain valuable employees.”

Individual training needs analysis is required to understand how to best develop a productive team. The training needs analysis looks at organizational goals and the skills and knowledge needed to reach those goals.

One of the techniques of training need assessment is to then evaluate employees, using gap analysis. This looks at employee skills and knowledge as they are now and identifies gaps in what’s needed to meet organizational objectives.

No matter which training needs assessment model you may use, it’s helpful to have a training needs assessment template Excel or a cloud-based tool so you can be sure you capture and track staff training needs accurately.

In the next sections, we’ll discuss in more detail what a training analysis report template is and how to use it.


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What Is a Training Needs Analysis Template?

When conducting an organizational training needs analysis, you need a place to enter the details on who is being assessed, what training needs to address, how much training is needed, and more. This is what a training needs analysis template for employees provides.

A training needs template can be in multiple formats. It can be cloud-based, an Excel sheet, a Word document, etc. Ultimately, the TNA analysis template should provide you with a way to track staff training needs and analysis results.

Some of the standard fields that you’ll find in a training needs analysis matrix template include:

  • Name of person being assessed
  • Organizational group (department, business unit, etc.)
  • Job role
  • Skills assessment details (e.g., if they’ve had a skills audit)
  • Skills that are identified as being needed (for a project, ongoing development, or to meet the organization’s performance metrics)
  • Recommended training programs and topics
  • How much training the person needs on a particular topic

Below is an example of the TNA report template in the OCM Solution training management and training needs assessment tool.

training needs analysis report example

This sample training needs analysis template from OCM Solution makes it easy to conduct a TNA assessment. This illustrates some of the important data captures that you’ll collect when using a training needs analysis report example template.

Another view of this training assessment template is through export to Excel. If you prefer working offline, you can use a training needs analysis template Excel export instead, such as the one below.

training needs analysis matrix

However, you like to work – a cloud-based training needs analysis report template, a training needs analysis example PDF, a training needs assessment template Word export, a training needs assessment PPT export, or an Excel training needs analysis template – the most important thing is to capture details that you can use to generate meaningful training assessment reports.

Next, we will discuss the training needs assessment report.



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OCM Solution Training Needs Assessment Report Example

organizational training needs analysis

When using a free training needs analysis template, you often don’t get the benefit of automated and insightful reports. This OCM Solution training needs analysis report example illustrates the type of reporting you should have.


Learning Needs Analysis Template Reporting

One important thing to keep in mind when looking for a training needs analysis template PDF, Excel, or cloud-based tool is that when reporting on your work to assess training needs of employees, it’s helpful to have impactful visuals.

These are usually in the form of charts and graphs that put your data into actionable graphics that make it easier for people to make decisions. Without these, those that you’re reporting to must look through a lot of text-only information that can make it difficult to know how to assess training needs of employees based on your data.

The problem with many free training needs analysis tools and templates that you can download online is that they only include a sheet with fields for you to fill in. They lack any type of training needs assessment report sample or way to generate a report based on your data.

Even if you find a training needs assessment template Excel file, often, you must figure out how to graph your data yourself. Plus, if all you have in your training needs assessment template Excel are text fields, you can’t really create much of a chart from those.

When using the OCM Solution training assessment model and software, you’ll find helpful reporting. These can give you ideas of what to look for when choosing a training needs analysis final report template.

individual training needs analysis

Seeing the overall level of training needed from a training analysis report template helps to prioritize resources for employee training.

techniques of training need assessment

Many training needs assessment template Excel, Word, or other downloads don’t include this important metric – the level of receptiveness to the training. This type of report in a training needs analysis template for employees helps you prepare needed engagement to get trainees onboard.

Tips for training needs assessment matrix reporting visuals:

  • Use at least two fields in your employee training needs assessment template that can be charted. Such as a field for “High/Mid/Low” (as seen above), or another metric.
  • Display data in your training needs analysis matrix report in more than one way (such as in a pie chart and table or bar chart and table).
  • Use a TNA report template that updates your analytics in real-time as you enter data into your TNA analysis template.
  • It saves a lot of time if your organizational training needs analysis reports can be exported. Such as to a training needs analysis example PDF report or a training needs assessment PPT export.


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The OCM Solution Training Management Toolkit is an all-in-one tool for training planning, management, and TNA assessment. It comes with a bonus training needs assessment checklist.

training needs assessment matrix


What Is a Training Assessment Template Used For?

Your cloud-based, PPT, Excel, or Word training needs analysis template is used to enable your assessment of employees for skills and knowledge needs. Training needs and a training analysis template play a foundational role when it comes to improving an organization’s efficiency through its workforce.

There are a number of employee skills and knowledge-related activities for which you may use a training needs assessment template Word export or training analysis template of another kind. Following is an example of some of the main uses for a training analysis report.

Individual Development

It’s in a company’s best interests to continue developing the skills and knowledge of the staff. This improves employee retention rates as well as long-term stability because the staff is naturally being nurtured to rise to higher positions in the company.

This is one of the reasons a training needs analysis report template is used.

Successful Project Adoption

Another important reason to use a training needs analysis final report template is to identify training needs related to a project. Projects often result in changes to the way staff do their work, and when this happens, the project and change management teams need to understand what type of training may be needed to ensure the successful adoption of the project solution.

free training needs analysis template

Training needs assessment matrix

Performance Improvement

You may also use a PDF, cloud, Word, or Excel training needs analysis template to identify training that can address performance concerns in an organization. In this case, a certain KPI issue may come to light, and you’ll be using a training needs assessment model to determine where skills and knowledge are lacking so a training plan to remedy the situation can be prepared.

Continuous Improvement

Continuous improvement strategies are not uncommon in enterprise organizations. These companies strive to stay ahead of competitors and continue improving processes and the skills of their teams. This type of training needs analysis report example will typically be ongoing and seek to identify new opportunities for growth in staff development that results in growth for the organization.


Training Needs Assessment Tool & Template Types

When faced with finding a template or tool for organizational training needs analysis or individual training needs analysis, there is no lack of options. You can find these types of tools in just about any format you could need.

But as we’ve noted earlier in this article, some templates for how to assess training needs of employees are better than others. Some training needs analysis matrix templates offer robust reporting options, while other needs analysis tools and templates are little more than an Excel document with a few fields added.

Here is an overview of some of the most common types of TNA report template for employee training needs assessment, and their pros and cons.

Excel Training Needs Analysis Template

Using a training needs analysis template Excel export is helpful if you need to chart training assessment insights and you want to keep your data orderly. However, it isn’t a great format if you want a user-friendly and visually pleasing interface.

Pros | Training needs assessment template Excel:

  • Familiar program to many
  • Easy to create your own reports for your data
  • Can be imported into cloud-based learning needs analysis templates

Cons | Training needs analysis template Excel export:

  • Lack of user-friendly visual interface
  • Can be hard to work with fields that have a lot of text
  • Most users don’t have the skills to create dropdown lists or conditional formatting

Microsoft Word Training Needs Analysis Template

Using a training needs assessment template Word export offers a familiar and user-friendly interface that allows the user to insert tables for data and create simple charts. But it has limitations when it comes to more robust reporting and formatting of your data.

Pros | Training needs analysis template Word export:

  • User-friendly interface
  • You can create simple charts and tables
  • Word is easily exported to a training needs analysis example PDF

Cons | Training needs assessment template Word export:

  • Can’t easily import data into a cloud-based training needs template
  • Formatting tables and charts can be tricky
  • Page size and margins may be limiting

PDF Training Analysis Report Template

PDF is a universally used format that retains its formatting no matter what system or program is used to open the PDF. But using a training needs analysis template PDF for anything other than sending a final report can be problematic due to editing restrictions.

Pros | Training needs analysis example PDF:

  • Most easily shared that will retain formatting
  • Generally considered a safer file format for attachments

Cons | Training needs analysis template PDF:

  • Can’t edit it easily unless you have the right program and skills
  • Not good to use for trying to chart data insights
  • Best for sending a final report, not to use as a TNA analysis template

PPT Sample Training Needs Analysis Template

PowerPoint is a popular presentation application for creating and sharing slide decks. A training needs assessment PPT export is often where training needs analysis reports end up, so they can be presented to others. However, it’s not the easiest training needs assessment report sample to use for inputting all your assessment data.

Pros | Training needs assessment PPT export:

  • One of the best ways to present information to others
  • You can create simple charts and tables
  • Easily exported to a training needs analysis example PDF

Cons | Training needs assessment PPT export:

  • Not designed for data import into another program
  • Difficult to use with large blocks of text
  • Slide size may be limiting

Cloud Platform Training Needs Assessment Template

Cloud services are now widely used for all types of business activities. Their versatility makes them one of the best types of learning needs analysis template options. A drawback may be that the company needs to ensure that the cloud TNA template interface has excellent data security (something akin to the strong security of the OCM Solution platform).

Pros | Cloud-based training assessment template:

  • Best to use for team collaboration
  • Provides Excel import and Word and PDF export capabilities (Learn More)
  • Can be used from anywhere and on any device

Cons | Cloud-based training needs analysis tool:

  • You May need to clear the use of the tool with your IT department
  • It may take a few tutorials to learn how to get around

Are you looking for a cloud-based learning needs analysis template that is easy to use and can also handle other aspects of training planning and management? Would you like a cloud tool that can also be used offline with a training needs analysis template Excel export? One with the capability to export reports to a training needs analysis example PDF or PPT? If so, let us know. We can help you with a great one!


What Data Needs to be Captured for a Training Needs Analysis Report?

When using various techniques of training need assessment, there are certain data points that you should collect to do your training analysis report. If you don’t see a way to capture this information in a training needs analysis template for employees, then you should add fields for it or look for a different TNA template.

Remember, when you assess training needs of employees, you need to keep the goals of the organization or project in mind. The data points below help ensure that your training recommendations are goal-oriented and that your TNA template captures information that will facilitate training prioritization.

Standards fields to use in a learning needs analysis template:

  • Project/organization goals
  • Goals for the training to provide skill/knowledge
  • Skills needed for each trainee or trainee group to meet training goals
  • Level of training that each trainee needs
  • The trainees’ receptiveness to training
  • Identifiable information (name, business unit/group, job role, location)

OCM Solution Training Assessment Template Survey

training needs analysis template for employees
The OCM Solution Training Toolkit has surveys you can use to capture the details needed for your training assessment.


What Are the Advantages of Using a TNA Template?

You can capture information for a training needs analysis example PDF on your own without a template. However, this is going to take you much longer than using a preformatted learning needs analysis template.

A cloud, Excel, or Word training needs analysis template can ensure you’re capturing the pertinent information for your assessment of staff training needs and analysis, and give you easy options to export your data for sharing with others.

Here are some of the reasons to use a training needs assessment tool or template for assessing employee training gaps:

  • Saves you time
  • Ensures you are capturing the right information
  • Guides you through the training assessment process
  • Offers automated reporting options (cloud-based tools)
  • Makes it easier to provide a training analysis report
  • Keeps all training needs template data in one place
  • Easier for collaborating with others


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If you have any questions about this article on the best training needs analysis template Word export, PPT, Cloud, or Excel tool, let us know. We’d love to hear from you!


OCM Solution Training Management & Training Needs Assessment Tool

The OCM Solution Training Management Toolkit is a powerful platform that gives you a single place to conduct training assessment, planning, deployment, and post-training evaluation.

The rich reporting insights are automated as you enter data into your learning needs assessment template. Reports can be exported to a PPT or training needs analysis example PDF. This saves you considerable time going from your organizational training needs analysis to the final presentation of your findings.

This easy-to-use training assessment software helps you learn how to assess training needs of employees as well as enables your work. You also get free surveys to use for your group or individual training needs analysis.

The OCM Solution training management and TNA template includes:

  • Program planning template
  • Individual-level training audience template
  • Group-level training audience template
  • Training needs assessment checklist
  • Video tutorials, tooltips, guides, surveys, and more

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needs analysis tools and templates

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What Questions Should You Ask in a Cloud, PDF, or Word Training Needs Analysis Template Survey?

There are different training needs assessment models you can use to choose your survey questions. The goal is to tailor your surveys to the audience. For example, to trainees, if you’re doing an individual-level training assessment, or to managers of groups being trained if you’re managing training at the group level.

Here are some potential questions to use in your training needs assessment template survey to evaluate training gaps and requirements.

Survey questions for training assessment:

  • What skills do you feel you need to successfully adopt this new (process/tool/system)?
  • Are there skills that you feel you are lacking for your own personal work development?
  • What level of training do you feel is needed for your team to adapt to this new (process/tool/system)? (Use multiple choice, such as High, Mid, Low)
  • How important do you feel ongoing learning and development are to your job performance?
  • What’s your level of receptiveness to being trained on a new (process/tool/system)? (Use multiple choice, such as Very Receptive, Neutral, Not Very Receptive)
  • How much time do you have in your week for training activities? (Use multiple choice, such as A Lot, Some, A Little)
  • Are there any areas of your department that you feel could be improved? If so, please describe.
  • What type of training method do you prefer? (Use multiple choice, such as Classroom, Live Webinar, On-Demand Videos, Self-Paced Learning, etc.)

Is there a best employee training needs assessment that you have used that you would like to share with other project managers and change leads? Please, reach out and let us know.


Conclusion – Training Needs Analysis Template & Tools

There are many ways a training assessment template can help you perform effective staff training needs analysis. Ongoing learning and development are core ingredients to any successful business, and training assessment helps ensure you’re training your team adequately.

We hope that this overview of training needs assessment template types and benefits has added to your understanding of the tools available for employee training needs assessment. Please reach out to us anytime if you have questions or helpful information that you believe we should add.


FAQ | Training Analysis Template to Assess Staff Training Needs

How do you prepare an employee training needs assessment?

You prepare an employee needs assessment by starting with the driver for the training. These would be organizational goals, a problem that needs to be solved, or the goals of a specific project. From there, you would use a training needs template to assess employee skills against goals to find gaps.

How do I write a training needs assessment report?

Some things that you should include in a training analysis final report template are:
• Name of person being assessed
• Organizational group (department, business unit, etc.)
• Job role
• Skills assessment details (e.g., if they’ve had a skills audit)
• Skills that are identified as being needed (for a project, ongoing development, or to meet the organization’s performance metrics)
• Recommended training programs and topics
• How much training the person needs on a particular topic

What questions should be asked in the TNA assessment?

Here is an example of survey questions to ask when doing a TNA assessment:
• What skills do you feel you need to successfully adopt this new (process/tool/system)?
• Are there skills that you feel you are lacking for your own personal work development?
• What level of training do you feel is needed for your team to adapt to this new (process/tool/system)? (Use multiple choice, such as High, Mid, Low)
• How important do you feel ongoing learning and development are to your job performance?
• What’s your level of receptiveness to being trained on a new (process/tool/system)? (Use multiple choice, such as Very Receptive, Neutral, Not Very Receptive)
• How much time do you have in your week for training activities? (Use multiple choice, such as A Lot, Some, A Little)

Which analysis is the first step in training assessment for training needs?

The first analysis that you should perform in a training assessment for training needs is the reason driving the training. You need to identify the skills and knowledge that will achieve the goals of whatever that reason is.


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