Needs Analysis Tools

Center for Performance and ROI, Inc.

Evidence-Based Process and Tools for Breakthrough Training

Stone's Performance Alignment and Linkage Process (PAL)^TM
See the description and tools below.

PAL is a powerful eleven step process to ensure solutions are aligned with the business and the alignment is sustained all the way through to the achievement of desired business outcomes. Stone's Training Needs Analysis process is inherent within the PAL process. The process includes leading you through partnering with clients to conduct an efficient and effective needs assessment the way it must be done in the twenty-first century. The process sustains alignment by providing practical tools and templates to address critical decision points during design, development, delivery and transfer to the work setting. This front to rear training and performance process also includes guiding principles, a transfer risk assessment, and methods to perform a rapid verification of results. Click on tools and templates below. Tools and Templates Copyright 2004 - 2008 by Ron Drew Stone. All rights reserved.

TOOLS: Click on links below to each tool. These tools are selected from each chapter of the Pfeiffer publication "Aligning Training for Results - A Process and Tools That Link Training to Business". Some tools are completed with examples and some are provided for use as a guideline.

Ch 1 Criteria for an Effective Training and Performance Process	Ch 5 Execution Gap Analysis	Ch 8 Developing a Transfer Strategy
Ch 1 Performance Centered Framework	Ch 5 Root Cause Analysis	Ch 8 Learning and Performance Contract
Ch 2 Five Key Factors of Alignment	Ch 5 Root Cause Analysis Matrix (alternative)	Ch 9 Framework for Performance and Evaluation
Ch 3 Performance Alignment and Linkage Process (PAL)	Ch 5 Root Cause Analysis Matrix (example)	Ch 9 Learning and Performance Action Plan
Ch 3 Twelve Guiding Principles	Ch 6 Situational Risk Assessment and Analysis Tool Set	Ch 9 Success and Disappointment Analyses
Ch 4 Intake Scope and Alignment Document	Ch 6 Performance Alignment Contract	NEW: Criteria for an Effective Solution Design
Ch 4 Six Signals	Ch 6 Solution Proposal Framework	Five C's of Data Collection
Ch 5 Assessment Strategy and Plan	Ch 7 Training and Performance Design Specifications Document	Tool 9 Addressing Ineffective Habits

TEMPLATES: Click on links below for templates of some of the above tools.

Ch 4 Intake Scope and Alignment Document Template	Ch 6 Performance Alignment Contract Template	Ch 9 Learning and Performance Action Plan Template
Ch 5 Assessment Strategy and Plan Template	Ch 6 Solution Proposal Framework Template	Ch 9 Planning the Success and Disappointment Analysis Template
Ch 5 Execution Gap Analysis Template	Ch 7 Training and Performance Design Specifications Template	Ch 9 Key Areas of Training Operations Effectiveness and Efficiency Template
Ch 5 Root Cause Analysis Template	Ch 8 Learning and Performance Contract Template	Addressing Ineffective Habits Template
Ch 5 Root Cause Analysis Matrix Template	Ch 8 Steps to Develop a Transfer Strategy Template
Ch 5 Situational Risk Assessment and Analysis Tool Set Template	Ch 9 Evaluation Strategy and Plan Template