ADDIE: Training and Development Professionals' Guide - Phases and Progression of a Needs Analysis

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The four phases of any training needs analysis process are:

• Phase I – strategic analysis 
• Phase II – preliminary and performance analyses 
• Phase III – quantitative analysis 
• Phase IV – analysis wrap up

Phase I – strategic analysis – provides a broad overview of the required training. This overview acts as the foundation for the analysis process. During this phase, you need to review the organization's strategic plan to ensure that the needs analysis is in line with the organization's strategic goals and objectives. Using the information gathered through the strategic plan review, you can determine the assessment parameters for the analysis.

Issues to Identify
During the strategic analysis phase, the following issues are identified: the organization's mission or philosophy, the business challenges facing the organization, the organization's vision and goals, and the available budget. the organization's mission or philosophy Organizational culture includes overt and implicit direction and philosophy around training.

For example, a company may have a mission statement that stresses innovation, or quality, or safety. The statement may even specifically use phrases such as "creating a strong learning environment." By reviewing the organization's strategic plan, you should be able to infer the organization's mission and philosophy around training. the business challenges facing the organization Every organization's strategic plan identifies challenges that an organization faces.

Training should be developed to help the organization meet these challenges successfully. For example, a manufacturer's current challenge is to reduce carbon dioxide emissions in line with new federal regulations.

Thus, the training needs analysis should attempt to identify the organizational requirements needed to meet this business challenge. The strategic analysis should also identify challenges specific to training - for example, the difficulties in training a culturally diverse target audience.

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