Training Records

Free Training Needs Analysis Template for Excel

Use this free training needs analysis template to define the work outcome, examine current evidence and decide whether learning, process change or another response is needed. The Excel workbook includes a needs analysis, action plan and worked example.

By SkillProofPublished Reviewed

Download the training needs analysis

Three editable Excel sheets with decision prompts, an action plan and fictional examples. No sign-up required.

Included workbook preview

Preview the needs analysis

Needs Analysis sheet

Start with the business need and expected capability, then use evidence to identify the gap and choose a proportionate response.

Swipe or scroll sideways to see every column
Preview the needs analysis
Team / roleBusiness needGapTraining?PriorityOwner
Team leadersComplete supervision notes consistentlyStructure and follow-upYesHighPeople lead
New startersUse the reporting system in week oneAccount accessNoHighSystems owner
AdvisersImprove review-note clarityEvidence to assessTo assessMediumPractice manager
The worked example shows why a training needs analysis should check causes before prescribing a course. All examples are fictional.

When this guide needs a shared, current workspace rather than a template or manual process, use the linked SkillProof workflow to keep records, evidence and follow-up connected.

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In this guide

The route through the record

Start with the outcome, not a course list

Test whether training is the answer

Training needs analysis vs learning needs analysis

Start with the outcome, not a course list

A training needs analysis asks what people need to do, what currently happens and what evidence shows the difference. Starting with a catalogue of courses can create activity without fixing the work problem.

Write the expected capability in observable terms. For example, complete the agreed supervision note within two working days is easier to assess than improve documentation skills.

  • Business or service outcome that needs to improve
  • Role, team or population in scope
  • Expected knowledge, skill or behaviour
  • Current evidence rather than assumption
  • Risk or impact if the gap remains

Test whether training is the answer

A capability gap can come from missing knowledge or skill, but it can also come from unclear expectations, weak process design, unavailable systems, workload, supervision or a lack of feedback. Training will not repair those causes on its own.

The workbook includes a Training needed? decision and a separate Other response field so the action can match the evidence. Record why the decision was made and when it will be reviewed.

  • Yes: learning is a necessary part of closing the gap
  • No: a non-training change is the appropriate response
  • To assess: more evidence is required before deciding

Training needs analysis vs learning needs analysis

Training needs analysis is often used for a focused review of gaps that may require training. Learning needs analysis is broader and can include experience, coaching, peer learning, job design and other ways capability develops.

The terms are often used interchangeably. The important control is to define the outcome, evidence and decision rather than forcing every need into one delivery method.

Build an action plan managers can use

Copy only confirmed learning actions into the plan. State the learning outcome, who is in scope, delivery method, owner, dates, expected evidence and review method.

SkillProof Training Compliance Software can connect assigned learning, external training records, evidence, reminders and manager follow-up. It does not diagnose training needs automatically; your organisation defines the requirements and reviews the evidence.

  • Learning outcome and delivery method
  • People or roles assigned
  • Named owner and target date
  • Evidence expected
  • Review method and completion status

Review capability, not just attendance

Completion records show that an activity occurred. They do not by themselves prove that the work outcome improved. Agree how the result will be reviewed, such as a work sample, observation, quality measure or manager discussion.

Where the standard requires formal assessment, SkillProof Competency Management keeps criteria, evidence, assessor decisions and reassessment connected. The authorised assessor still makes the judgement.

Official guidance used for this guide

Checked

The template follows the evidence-led learning-needs process described by the CIPD. Adapt the fields to your organisation and any sector rules.

Questions this guide answers

What should a training needs analysis include?

Include the work outcome, population, expected capability, current evidence, gap, impact, decision about whether training is needed, owner and review date. Add an action plan only after the need has been assessed.

Is every performance gap a training need?

No. A gap may be caused by access, process, workload, unclear expectations, supervision or feedback. Check the cause before commissioning training.

Can SkillProof identify training needs automatically?

No. SkillProof can organise role requirements, records, evidence, reminders and assessment workflows, but the organisation remains responsible for deciding what each role needs and reviewing capability.

Next step

Use this guide with your own records.

See how SkillProof keeps the records, evidence and actions covered above together.

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