BUSINESS NEEDS ASSESSMENTLearning & Development Investments

All learning and development investments must be proportional to the impact they have on the business priorities. If the business investment you are requesting is to be approved, you will need to articulate your change agenda and the measurable business impact you want to achieve.

Date:

Name: Company:

Line Manager: Function: Department:

Learning Request:

Project Brief & Performance Change Agenda (Describe the change agenda using SMART principals):

Project Company– Who is the internal champion that will be responsible for driving change? How will you drive the change agenda? Do you have adequate resources & capabilities?

Project Owner - Who is ultimately accountable for implementing change? How will you implement and sustain the change agenda? Do you have adequate resources & capabilities?

GAP ANALYSISWhat are your current business performance results? What measures of success do you monitor?

What would the company’s business results look like if performance was where is should be? If your best hopes are realized, what measurable improvements in operational performance will the company be reporting?

Is the cause of this operational performance gap known? Explain:

How have you validated your assumptions about the root-cause of the operational performance gap?

ROOT-CAUSE ANALYSIS

Collaborate with your business sponsor to create a Cause Map (a visual representation) of why a performance gap has occurred. Gaps are defined as deviations from ideal performance targets; therefore, always begin with the deviation, which is simply the impact the gap is having to the business’s overall goals.

KEY DELIVERABLESList the investment’s key deliverables:1.2.3.4.5.

Why aren’t these deliverables being achieved already? 1.2.3.4.5.

How will the Company know that the deliverables have been achieved? What is the Company’s success criteria?1.2.3.4.5.

How will the expected deliverables be measured? How will success be reported?

1. Measureable Success:

2. Observable Success:

3. Intangible Success:

What is the probability that each deliverable is going to be achieved? (High, Medium, Low)1.2.3.4.5.

List the risk factors that will increase the probability of the deliverables not being achieved:1.2.3.4.5.

“KILLER QUESTION”

Imagine the requested L&D investment isn’t approved, what would be the cost to the company of doing nothing?

APPROVAL – LEVEL ONE

Investment approved proceed to learning assessment: YES NO

L&D sign-off:

Title:

Date:

Company or Senior Management sign-off:

Title:

Date: