Lontra HR · Worksheet
Training needs analysis worksheet
Compare the expected task with observed work. Check capability, access and work conditions before choosing a response.
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| Task and expected behavior | Observed gap | Likely cause and evidence | Response and owner | Follow-up test |
|---|---|---|---|---|
| Fictional example — Route a service request | New hire cannot find the current procedure. | Access or navigation. Correct route when the procedure is provided. | Operations makes the current procedure available from the hire’s account. | Can the employee find and use it on a new request? |
| Fictional example — Handle the common exception | Employee reads the procedure and misclassifies an exception. | Capability gap. The employee cannot explain the exception rule. | Trainer gives two borderline cases and feedback. | Can they recognize the same decision in an unfamiliar example? |
| Fictional example — Escalate an evening request | Employee selects the correct approver, who is unavailable. | Workflow or staffing. Approval rota has no evening cover. | Operations assigns an evening route. | Does someone authorized respond in the test window? |