Conducting an Organizational Needs Assessment

  • Author: Dr. Lew Bayer
  • Credit: 1
  • Study time: 45 minutes
Classroom Facilitation Skills micro course
Course overview
Learn when and how to gather evidence through interviews, surveys and existing data, and turn a training request into a sound plan.
  • Video time: 3 minutes
  • Certificate of Completion included

What's included?

  • 5 Lessons
  • 1 Certificate of Completion
  • 1 Worksheet
  • 3 Videos
  • 2 PDF downloads

What you will learn

Explain what an organizational needs assessment is, why it matters and when to conduct one.

A tool you can use this week

The Needs Assessment Roadmap. A four-stage path for assessing organizational needs before designing training: Prepare (scope, stakeholders, documents), Engage (interviews, focus groups, surveys, observation), Measure (existing data and baseline numbers), and Analyse and Report (patterns, root causes, whether training is the answer, documentation and follow-up). The worksheet helps you apply it to a real situation this week.

Dr. Lew Bayer

CEO of Civility Experts Inc., author, and Canadian Civility Ambassador
ABOUT LEW
Dr. Lew Bayer is internationally recognized as the leading expert on civility at work. She is CEO of Civility Experts Inc., a multinational civility training group with more than 500 affiliates in 46 countries, and the author of 23 books, including the bestseller The 30% Solution and a new book on diplomacy due for release in January 2027. With some 30 years of experience as a practitioner and mentor, Lew and her team of social architects help organizations build better workplaces by building competency in civility. She serves as faculty at the Canadian Management Centre, is Director of the International Civility Trainers' Consortium, and is currently embracing her role as Canadian Civility Ambassador.
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