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How to Conduct a Needs Analysis

Learn how to conduct a needs analysis to gather support, identify standards and gaps, and reduce the chance of project failure. Explore the importance of executive summaries, bias for action, methodology, organizational frame factors, value analysis, force field analysis, and recommendations.

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How to Conduct a Needs Analysis

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  1. How to Conduct a Needs Analysis Peter G. Mohn WLMA Conference 1997 Tacoma, WA October 9, 1997

  2. Introduction • Needs Analysis • Major Projects • vs. Needs Assessment • Literature • Format

  3. Why Conduct a Needs Analysis • Needs Analyses Allows You to Gather Support • Minimizes Negative Forces • Identifies Standards in the Profession • Identifies Gaps in Organization • Identifies Steps to Reach the Standards • Reduces the Chance of Project Failure

  4. Executive Summary • One Page • Maybe the only page read • one copy attached to the outside of document • one copy after the Table of Contents • Parts of • Aim • How the Analysis was Carried Out • Results of the Analysis • Key Recommendations

  5. Introduction of Analysis • Who and What the Organization is • Current Challenge Facing the Organization • Write Your Introduction

  6. Aim • One paragraph • Over-all Goal of the Analysis • Use Paragraph in Executive Summary • Write the Aim of Your Project

  7. Bias for Action • Authority • Importance of the Document • Write Your Bias for Action

  8. Process Frame Factors • Time Constraints • Limits in Locating Information • Cooperation • Budget • Politics • List the Process Frame Factors

  9. Organizational Background • Assets • Current Procedures • Make-up of • How it Effects the Transition • Write About Your Organizational Background

  10. Methodology • Types Used • Lit. review • Surveys • Interviews • Focus groups • Observations/Visits • How it was Carried Out • Use in Executive Summary • Standards Used to Compare Current Status • Write Down Your Methodology Areas

  11. Organizational Frame Factors • How LMC Fits in Over-all Organization • Pressures Placed on LMC • Areas that LMC has No Control • Write What Your Organizational Frame Factors

  12. Results of Methodology • List Data and Summarize Results, or • Summarize Results and place data in Appendices • List in the Exact Order as Methodology Section

  13. Value Analysis • Worth = Value - Cost • Opinion of Researcher • End Report Here if Cost is Too High

  14. Force Field Analysis • Placing a Value on the Patterns Seen • Positive and Negative Values • Positive scores = Do the Project • Negative scores = Re-think Project • Get Input From Others on Point Values • One and Two Step FFAs • Interpret FFA for Reader

  15. Needs Identified • Difference Between Standards and Current Reality • Try to Group Minor Needs Under Major Headings • Use Major Needs in Executive Summary

  16. Recommendations • Solutions to Meet Standards • How to Neutralize or Minimize Negative Forces • Become the Objectives of Your Project • Key Recommendations Used in Executive Summary

  17. Summary • Needs Analyses Allows You to Gather Support • Minimizes Negative Forces • Identifies Standards in the Profession • Identifies Gaps in Organization • Identifies Steps to Reach the Standards • Reduces the Chance of Project Failure

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