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Training needs assessment questions that show what to fund

Fourteen questions that show where the work is hard, which topics to fund first and what stops people finishing training.

  • 14questions
  • 4 to 5 minto complete
  • Job familythe one cut
  • 5-pointagree scale
Training Needs Assessment Survey · answer to move through it
Use this template
Question 1 of 14 Your role
Which job family best describes the work you do?
Sales
Customer service or support
Operations or delivery
Engineering, IT or technical
Finance or administration
Marketing or communications
People and HR
Something else
Question 2 of 14 Where the work is hard
I can do every part of my current job well today.
1
2
3
4
5
Strongly disagreeStrongly agree
Question 3 of 14 Where the work is hard
I am confident with the tools and systems I use every week.
1
2
3
4
5
Strongly disagreeStrongly agree
Question 4 of 14 Where the work is hard
When the work changes, I can pick up what is new without waiting for help.
1
2
3
4
5
Strongly disagreeStrongly agree
Question 5 of 14 Where the work is hard
Most of what I need to learn for this job, I learn by asking a colleague.
1
2
3
4
5
Strongly disagreeStrongly agree
Question 6 of 14 Is training the fix?
Think of the part of your job that goes least well. What is most in the way?
I have not been shown how to do it
The tools or systems get in the way
The process is unclear or keeps changing
I do not have the time
I never find out when I get it wrong
Nothing, that part goes fine
Question 7 of 14 Is training the fix?
If someone showed me how to do that part of the job, my work would change.
1
2
3
4
5
Strongly disagreeStrongly agree
Question 8 of 14 What to fund
Which of these would help you most in the next three months? Choose up to three.
The tools and software we use
The technical craft of the job
Writing and speaking clearly
Handling difficult conversations
Planning and prioritizing my own work
Leading or coaching other people
Rules and compliance for our work
Reading and using data
Question 9 of 14 What to fund
If only one of these could be paid for this quarter, which would you pick?
The tools and software we use
The technical craft of the job
Writing and speaking clearly
Handling difficult conversations
Planning and prioritizing my own work
Leading or coaching other people
Rules and compliance for our work
Reading and using data
Question 10 of 14 Barriers
What usually stops you finishing training that is offered? Choose all that apply.
No time in the working day
It is not relevant to my job
I am not told it exists
My work is not covered while I am away
It is scheduled badly for my hours
I finish it and never use it
Nothing stops me
Question 11 of 14 Barriers
My manager would give me time in the working week for the one topic I picked.
1
2
3
4
5
Strongly disagreeStrongly agree
Question 12 of 14 Your words
Describe one task you were asked to do this year that you did not feel ready for.
Question 13 of 14 Your words
What can you do well that someone else in your role could learn from you?
Question 14 of 14 Willingness
I would put time into training this quarter if it were offered.
1
2
3
4
5
Strongly disagreeStrongly agree

The 14 training needs assessment questions

A training needs assessment survey asks employees where their job is hard today, whether training would fix it, which topics they would fund first and what stops them finishing a course. These fourteen questions take four to five minutes, and you can create a free survey from them with your own job families and topics swapped in.

Plain text, one question per line, with the answer scale.

Your job family

The one cut every answer is read by. Swap in your own job families before you send.

  1. Which job family best describes the work you do?Choose one, required: Sales; customer service or support; operations or delivery; engineering, IT or technical; finance or administration; marketing or communications; people and HR; something else

Where the work is hard

Where question 5 scores high, a mentor matching questionnaire pairs the people already doing the teaching.

  1. I can do every part of my current job well today.5-point agree, requiredthe gap measure every topic is ranked against.
  2. I am confident with the tools and systems I use every week.5-point agree, required
  3. When the work changes, I can pick up what is new without waiting for help.5-point agree, required
  4. Most of what I need to learn for this job, I learn by asking a colleague.5-point agree, requiredhigh agreement means colleagues already do the teaching.

Is training the fix?

Two questions that tell a training gap from a tools, time or process gap.

  1. Think of the part of your job that goes least well. What is most in the way?Choose one, required: I have not been shown how to do it; the tools or systems get in the way; the process is unclear or keeps changing; I do not have the time; I never find out when I get it wrong; nothing, that part goes fineonly the first option calls for a course.
  2. If someone showed me how to do that part of the job, my work would change.5-point agree, required

What to fund

Replace the eight sample topics with the tasks each role has to do well this year.

  1. Which of these would help you most in the next three months? Choose up to three.Tick up to three, required: The tools and software we use; the technical craft of the job; writing and speaking clearly; handling difficult conversations; planning and prioritizing my own work; leading or coaching other people; rules and compliance for our work; reading and using data
  2. If only one of these could be paid for this quarter, which would you pick?Choose one, required: the same eight topicsthe forced choice, and the list to rank.

What stops training landing

A funded topic needs people free to attend it. When the answers name the learning platform, follow up with an LMS survey.

  1. What usually stops you finishing training that is offered? Choose all that apply.Tick all that apply, required: No time in the working day; it is not relevant to my job; I am not told it exists; my work is not covered while I am away; it is scheduled badly for my hours; I finish it and never use it; nothing stops me
  2. My manager would give me time in the working week for the one topic I picked.5-point agree, requiredlow scores mean booking release time before the course.

In their words, then willingness

Two optional boxes, then the rating that closes the survey.

  1. Describe one task you were asked to do this year that you did not feel ready for.Open text, optional
  2. What can you do well that someone else in your role could learn from you?Open text, optionalthe answers name your in-house teachers.
  3. I would put time into training this quarter if it were offered.5-point agree, required

Who to send it to, when, and how to rank the answers

Send it to everyone in the job families whose training you might fund, and close it a week before the budget is set. Tell people that answers are read by job family and that no question asks for a name. Combine any family with fewer than five responses into the next one up.

Read question 6 first: its first option calls for a course, and every other answer goes to whoever owns the tool, the process or the workload. Then rank each topic by the share of its pickers who disagree with question 2. Where question 11 scores low in one family, the manager effectiveness survey lets that team rate its manager. Once a topic is booked, a pre-training survey sets the baseline. Afterwards, the post-training survey shows what changed.

Two sources feeding one training priority list: a survey card on the left and a role task list on the right meeting at a stack of ranked bars, the top bar picked out in coral
The survey gives the vote. Your role list says which tasks matter this year.

Training needs assessment FAQ

What questions should a training needs assessment ask?

Ask which job family the person works in, how well they can do the job today, what gets in the way, which topics they would fund first and what stops them finishing training.

What are the three levels of a training needs assessment?

Organizational, occupational and individual. US federal guidance names those three and defines a needs assessment as finding the gap between performance required and current performance.[1] This survey gathers the individual view and reports it by occupation.

How often should you run a training needs survey?

Once a year, timed to close before the training budget is set. Run it again mid-year for any group whose work has changed, such as a team moving to a new system.

Can one survey cover upskilling and refresher training?

Yes. Put both kinds of task in the topic list, then report them apart: refresher topics are work people already do, and upskilling topics are work they will take on next.

Michael Hodge, survey methodology · Updated 2 October 2026 · How templates are reviewed

Sources (1)
  1. U.S. Office of Personnel Management. Planning and Evaluating. Training and Development. opm.gov

Know what to fund before the budget meeting

Fourteen questions, four to five minutes, read by job family. Swap in your roles and topics, then send.

Use this template