What Is Training Needs Analysis? Definition, Steps, Examples

A training needs analysis (TNA) is a structured way to pinpoint the gap between how people currently perform and what they must be able to do to meet business goals and obligations. Put simply, it identifies who needs what training, why they need it, and how urgent it is. Done well, a TNA prevents guesswork, avoids “one-size-fits-all” courses, and directs time and budget towards the knowledge, skills and abilities that actually move the needle—whether that’s improving productivity, strengthening safety, or meeting compliance standards.

This guide explains the concept in plain terms and shows you exactly how to run one. You’ll learn when a TNA is worth doing, how it differs from a learning needs analysis and a broader needs assessment, and how to assess needs at organisation, role/task and individual levels. We’ll walk through a practical step-by-step process, the best data sources and tools to use, and simple ways to prioritise needs and turn findings into a training plan and budget. You’ll also see how to measure effectiveness, access examples and templates, and note special points for regulated and high‑risk contexts such as dangerous goods. By the end, you’ll be ready to run a credible, evidence‑based TNA.

Why training needs analysis matters

A training needs analysis (TNA) matters because it turns guesswork into evidence. It links learning to business goals and compliance, highlights real performance gaps, and targets the right people with the right interventions. It prevents “course‑first” thinking, saving budget and time, and prioritises high‑risk areas before issues escalate. The result is better productivity and safety, higher engagement, and clearer accountability: you can justify spend, tailor delivery (e‑learning, in‑house, virtual), and measure impact against defined objectives.

Training needs analysis vs learning needs analysis vs needs assessment

People often mix up the terms, but they serve different purposes. If you’re asking what is training needs analysis compared with a learning needs analysis or a needs assessment: a learning needs analysis (LNA) is an ongoing, strategy‑led health check of organisational capability; a training needs analysis (TNA) is a one‑off, evidence‑based examination of the training required for a specific performance gap; and a needs assessment sits broader still, diagnosing the root causes of a performance problem and whether training is appropriate at all. In practice, many teams run a needs assessment, then LNA inputs, then a focused TNA.

When to run a training needs analysis

Run a training needs analysis (TNA) when you need evidence to decide if training is the right solution, what scope it should have, and who needs it. The best time is at clear trigger points where capability must match business goals and compliance expectations.

  • Regulatory or compliance changes and audits
  • New systems, processes or role redesign
  • Performance gaps in quality, safety or productivity
  • Incidents, near misses, or customer complaints
  • Hiring, growth, reorgs, or certification renewals

Levels of analysis: organisation, role or task, and individual

A credible training needs analysis operates at three interconnected levels so you can link business goals to day‑to‑day performance. Assessing needs holistically avoids isolated fixes and ensures learning effort is targeted where it matters. Start with the organisation, then test requirements at role or task level, and finally validate at the individual level—grouping similar jobs into “job families” where useful.

  • Organisation: Align capability with strategy, compliance obligations and future plans; identify systemic gaps.
  • Role or task: Compare required standards with current practice using job descriptions, SOPs and process changes; cluster by job family.
  • Individual: Use appraisals, observation and performance data to pinpoint who needs what support and when.

Types of needs: knowledge, skills and abilities (KSAs)

If you’re asking what is training needs analysis aiming to capture, the answer is three distinct need types: KSAs. Classifying gaps this way helps you choose the right fix. Knowledge is what people must know (facts, rules, standards). Skills are what they must do reliably. Abilities are the underlying capacities and behaviours—judgement, problem‑solving, self‑management—that let people apply skills in varied, real‑world conditions.

  • Knowledge: IMDG/IATA provisions, company SOPs, incident reporting requirements.
  • Skills: Classifying substances, packaging/marking correctly, completing dangerous goods documentation.
  • Abilities: Risk assessment, decision‑making under time pressure, clear cross‑functional communication.

The training needs analysis process: step-by-step

A robust training needs analysis process turns business goals and compliance duties into clear capability requirements, then tests if training is the right fix. If you’re clear on what is training needs analysis trying to achieve, these steps will help you move from problem to a targeted, evidence‑based solution.

  1. Clarify the performance problem and objectives: Define the gap, desired standards and compliance outcomes; agree success measures upfront.
  2. Set scope and levels: Decide which organisation, role/task and individual groups are in scope; involve SMEs, managers and learners.
  3. Gather evidence: Collect relevant performance, quality, safety and audit data, plus observations and stakeholder input.
  4. Analyse KSAs and root causes: Map required vs current knowledge, skills and abilities; confirm whether training, process change, tools or staffing will address the gap.
  5. Prioritise needs: Rank by risk, regulatory deadlines, business impact, frequency and reach (who/how many).
  6. Design the solution and objectives: Write specific learning outcomes and choose delivery that fits the need (e‑learning, classroom, virtual, in‑house), plus transfer supports (job aids, coaching).
  7. Plan, cost and validate: Build the rollout plan, budget and responsibilities; pilot with a small cohort, refine, and lock evaluation metrics for impact and transfer.

Data sources and tools to gather evidence

A credible training needs analysis lives or dies on evidence. If you’re asking what is training needs analysis grounded in, the answer is reliable, triangulated data from multiple sources across organisation, role and individual levels. Blend quantitative metrics with qualitative insight, and handle sensitive information confidentially. Use the following sources to turn assumptions into facts and shape targeted interventions.

  • Organisational data and intelligence: KPIs, compliance metrics, audit findings.
  • Documentation: Business plans, job descriptions, SOPs, standards.
  • Performance management data: Appraisals, objectives, coaching notes.
  • Surveys/questionnaires: Managers, employees and representatives.
  • Interviews/focus groups: Stakeholders, subject matter experts, learners.
  • Observations: Real work, task walkthroughs, work shadowing.
  • LMS/VLE analytics: Completions, assessment scores, feedback comments.
  • Competency frameworks and AI-assisted profiling: Map and mine skills data.

How to prioritise training needs

Once you’ve identified gaps, you need a clear, defensible way to decide what to tackle first. If you’re asking what is training needs analysis ultimately for, it’s to focus effort where risk and impact are highest. Prioritise with evidence, not noise: compliance obligations, safety exposure, performance impact, and practicality of solutions.

  • Regulatory risk and deadlines: Statutory or audit‑driven must‑dos come first.
  • Safety/quality exposure: Incidents, near misses, or high‑severity tasks.
  • Business impact: Effect on KPIs, customers, cost or service.
  • Reach and role criticality: How many people, and how critical the roles.
  • Frequency/recency: How often tasks occur and timing of changes.
  • Effort/cost and feasibility: Training vs process/tools fixes and uptake.

Use a simple 1–5 scoring per criterion, apply RAG, and label outcomes “Must/Should/Could” to sequence delivery.

From analysis to action: building your training plan and budget

This is where “what is training needs analysis” turns into delivery. Convert each prioritised gap into clear learning outcomes, choose the best modality (e‑learning, virtual classroom, in‑house or public classroom), and phase rollouts so Must‑dos land first. Build transfer into the plan (job aids, coaching, on‑the‑job practice) and pilot high‑risk items before scaling.

  • Objectives and scope: What success looks like and what’s in/out.
  • Audience and prerequisites: Who attends, by role/job family.
  • Modality and duration: Format, time, and resources needed.
  • Transfer supports: Job aids, mentoring, supervisor check‑ins.
  • Schedule and milestones: Waves aligned to regulatory deadlines.
  • Roles and RACI: Sponsor, SMEs, facilitators, line managers.
  • Budget: Development, delivery, licences/tech, venues/travel, assessment/certification, backfill, evaluation.
  • Risks and dependencies: Systems, policy changes, seasonal peaks.

Validate the plan with stakeholders, then lock timelines, costs and ownership.

Measuring effectiveness and transfer of learning

Define success measures during your TNA and evaluate whether learning changed performance, not just knowledge. Track pre‑training baselines, then compare 30/60/90 days after delivery, blending LMS analytics with performance, audit and observation data. Involve line managers to verify on‑the‑job application and capture enablers/barriers. For anyone asking what is training needs analysis achieving, these measures prove value and guide iteration.

  • Business/compliance impact: Incident rates, audit findings, error/defect trends.
  • Capability uplift: Assessment results and observed task performance against standards.
  • Engagement and reach: Enrolments, completions, attendance, meaningful feedback.
  • Transfer indicators: Manager sign‑off, coaching logs, job‑aid usage, SOP adherence.
  • Cost‑effectiveness: Cost per learner versus time‑to‑competence and KPI gains.

Examples and templates you can use

If you’re wondering what is training needs analysis in practice, these simple templates turn your TNA into clear, shareable artefacts. Start with a tight gap statement, map KSAs, score priorities, then convert into a one‑page delivery plan and evaluation checklist.

  • Gap statement (use in scoping): From [baseline] to [target] by [date], measured by [metric]. Evidence: [data]. Risk/impact: [note].
  • KSA gap matrix (columns): Role/Task • Required K/S/A • Current • Evidence • Gap • Root cause • Solution • Owner • Due date.
  • Prioritisation scorecard: Regulatory risk • Safety/quality exposure • Business impact • Reach/criticality • Frequency • Effort/cost (1–5 each), with RAG and Must/Should/Could.
  • One‑page training plan: Objectives • Audience • Modality • Duration • Transfer supports • Schedule • RACI • Budget • Risks.
  • Evaluation plan (30/60/90): Baseline • Success metrics • Data sources • Responsibilities • Review dates.
  • Worked examples: Lithium battery documentation errors; new IMDG/IATA amendments affecting roles; dry ice near‑miss prompting refresher for warehouse operatives.

Special considerations for dangerous goods and compliance training

In regulated environments such as dangerous goods transport, a TNA must be risk‑led, role‑specific and defensible to regulators and auditors. If you’re wondering what is training needs analysis in this context, it means aligning capability requirements directly to IATA, IMDG and ADR/RID provisions and your SOPs, and evidencing competence—not just attendance. Build in refresher cycles when rules change, and verify transfer on the job where any error carries safety implications.

  • Compliance first: Map each learning outcome to a clause/standard and keep records.
  • Role clarity: Separate packaging, documentation, consignment and supervision tasks.
  • Assessment: Use practical scenarios, checklists, sign‑offs and DGSA oversight.

Common mistakes to avoid

Even seasoned teams hit predictable pitfalls—use this checklist to keep your training needs analysis focused and defensible.

  • Course‑first thinking: not root‑cause diagnosis.
  • Skipped stakeholders: SMEs and learners excluded.
  • Thin evidence: no data triangulation.
  • One‑size‑fits‑all: not role‑specific.
  • Weak prioritisation: risk and impact ignored.
  • No transfer/evaluation: no measures or follow‑up.
  • Compliance gaps: poor mapping and records.
  • LNA/TNA confusion: scope and cadence misaligned.

FAQs about training needs analysis

If you’re short on time, these quick answers cover the essentials so you can run a credible, evidence‑based TNA that stands up to business and compliance scrutiny.

  • What is training needs analysis? A structured process to identify gaps between current and required capability (knowledge, skills and abilities) so people can meet performance goals and compliance standards.
  • How is TNA different from LNA and a needs assessment? LNA is ongoing and strategy‑led; TNA is a focused, one‑off look at a specific training requirement; a needs assessment checks if training is the right fix at all.
  • What are the core steps? Define objectives, gather evidence, analyse KSAs and root causes, prioritise, design solutions, plan/budget, evaluate.
  • When should I run one? On regulatory changes, new systems/processes, performance dips, incidents/near misses, or role redesign.
  • Who should be involved? L&D with operational managers, subject matter experts and learners.
  • What data should I use? Performance and audit metrics, documents/SOPs, surveys, interviews/focus groups, observations, LMS analytics, competency frameworks.
  • How do I measure success? Track business/compliance outcomes and on‑the‑job behaviour change, not just attendance or test scores.

Key takeaways

A solid training needs analysis pinpoints real performance gaps, proves whether training is the right fix and focuses effort where risk and impact are highest. Anchor your work in business goals and compliance, analyse at organisation, role/task and individual levels, classify gaps as knowledge, skills or abilities, and turn evidence into a phased plan you can evaluate.

  • Start with the problem: define outcomes and success measures.
  • Use multiple data sources: triangulate metrics, documents and observation.
  • Diagnose root causes: don’t default to “a course”.
  • Prioritise by risk and impact: compliance and safety first.
  • Design for transfer: job aids, coaching and manager follow‑up.
  • Measure what matters: behaviour change and business results, not attendance.

Need help turning your TNA into targeted, compliant delivery for dangerous goods roles? Explore Logicom Hub for role‑specific training and flexible delivery options.