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Just to let you know... If you are an existing user before 18th September, you may notice the model documents have changed. This is to coincide with our website relaunch: we wanted to refresh the content too. Don't worry, these are not legally required changes so you can continue to use the previous version you have saved or downloaded. (We have kept the previous date as well to make it easy to reference.)

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Model documents and policies

Downloadable and customisable documents relating to identifying learning needs.

Template

Sources of information for identifying learning needs
Sources of information for identifying learning needs
Last Modified
This document gives guidance on useful sources of information that can be used to identify learning needs, including management information, HR records, performance reviews and communicating with stakeholders.
A guide to performance consulting
A guide to performance consulting
Last Modified
Performance consulting refers to the practice of focusing on improving work performance, whether for individuals, teams or organisations, by investigating and then addressing all the factors that impact on this performance. This document outlines the benefits of adopting performance consulting and the implications of adopting a performance consulting approach.
An introduction to skills matrices
An introduction to skills matrices
Last Modified
This document outlines how to create and use skills matrices to identify learning needs and manage these needs. The document includes an example of a skills matrix and describes how to create and use a skills matrix.

Form

Training needs analysis form
Training needs analysis form
Last Modified

Use this form as part of a learning or training needs meeting with an employee to identify key competenties for their role and how they currently rate their skills so that you can identify areas for improvement.

Using SWOT analysis for learning needs analysis
Using SWOT analysis for learning needs analysis
Last Modified
Use this table to carry out a SWOT analysis as part of learning needs analysis. The focus of the SWOT Analysis in Learning Needs Analysis can be varied to suit the situation and so could be on the whole organisation, a department or business unit, a team or even on a particular individual.

Policy

How to carry out a learning needs interview
How to carry out a learning needs interview
Last Modified
This document gives guidance on conducting a learning needs interview to identify individual learning needs, with advice on preparation and the key steps to cover in the interview.

Questionnaire

Learning needs survey
Learning needs survey
Last Modified
The purpose of this survey is to gain feedback from employees on the leadership skills of their managers and to identify future training needs.