Training Needs Analysis (TNA) Form

This form is designed to systematically identify the training needs of individuals or teams within the Human Resources (HR) and Recruitment functions. It aims to bridge the gap between current competencies and required skills for optimal performance and strategic alignment.

Section 1: Role and Context Information

Name of Employee/Team

Current Role/Job Title

HR Function Area

Date of Analysis

Reviewer/Manager Name

Reason for TNA

Section 2: Performance and Competency Assessment

Please rate the current competency level (1=Very Poor, 5=Excellent) for the following core areas and indicate if training is required (Yes/No).

1. Core HR/Compliance Competencies

Competency Area

Current Level (1-5)

Training Required

Specific Topic/Need Identified

A
B
C
D
1
HR Policy & Procedure Interpretation
 
 
2
Employee Relations (Discipline, Grievance, Conflict Resolution)
 
 
3
Workforce Data Analysis & Reporting
 
 
4
HR Technology/System Proficiency (e.g., HRIS, ATS)
 
 
5
Ethical & Confidentiality Practices
 
 

Please rate the current competency level (1=Very Poor, 5=Excellent) for the following core areas and indicate if training is required (Yes/No).

2. Recruitment & Talent Acquisition Competencies

Competency Area

Current Level (1-5)

Training Required

Specific Topic/Need Identified

A
B
C
D
1
Sourcing Strategies (Active & Passive Candidates)
 
 
2
Candidate Interviewing & Assessment Techniques
 
 
3
Employer Branding & Candidate Experience Management
 
 
4
Compensation Negotiation & Offer Management
 
 
5
Recruitment Analytics (Time-to-Hire, Cost-per-Hire, etc.)
 
 

Please rate the current competency level (1=Very Poor, 5=Excellent) for the following core areas and indicate if training is required (Yes/No).

3. Strategic & Leadership Competencies

Competency Area

Current Level (1-5)

Training Required

Specific Topic/Need Identified

A
B
C
D
1
Strategic Workforce Planning
 
 
2
Change Management & Organizational Development
 
 
3
Stakeholder Management & Consulting Skills
 
 
4
Coaching & Mentoring Skills (for Managers/Peers)
 
 

Section 3: Future Focus and Gap Identification

What new responsibilities or projects are anticipated for this employee/team in the next 12 months that require new skills? (e.g., Implementing a new HRIS, expanding to a new functional area, leading a diversity initiative)

What are the top 3 critical skill or knowledge gaps identified that are currently hindering high performance?

What is the anticipated business impact if these training needs are not addressed? (e.g., Increased turnover, poor hiring quality, legal risk, delays in projects)

Section 4: Proposed Training Solutions and Delivery

Proposed Training Need (Specify Topic)

Priority (1=High, 2=Medium, 3=Low)

Suggested Training Format (e.g., Classroom, E-Learning, Coaching, On-the-Job)

Estimated Timeline

Success Metric (How will we know it worked?)

A
B
C
D
E
1
 
 
 
 
2
 
 
 
 
3
 
 
 
 

Additional Notes or Constraints (Budget, Time Availability, Specific Vendor preference, etc.):

Section 5: Sign-Off and Approval

Employee/Team Representative Signature

Reviewer/Manager Signature

L&D/HR Approver Signature

Form Template Insights

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Detailed Insights into the Training Needs Analysis (TNA) Form (HR & Recruitment Focus)

This TNA form is a comprehensive tool designed not just to list training topics, but to strategically connect training investment to business outcomes in the Human Resources and Recruitment domains.

Section 1: Role and Context Information

This section provides the essential context needed to validate the training request and understand its scale and relevance.

  • Key Function: By specifying the HR Function Area (e.g., Talent Acquisition, Comp & Bens), the TNA ensures that the identified needs are specific to the employee's role, preventing generic training recommendations.
  • Trigger: The Reason for TNA field is crucial. It identifies the why—Is it reactive (poor performance), proactive (new strategy implementation), or developmental (career progression)? This impacts the urgency and design of the required training.

Section 2: Performance and Competency Assessment

This section is the core of the analysis, moving from general observation to quantifiable skill gaps. The structure focuses on three distinct, high-impact areas critical to modern HR:

1. Core HR/Compliance Competencies

This covers the foundational, often risk-mitigation skills. A low score here indicates potential exposure to legal issues, ethical breaches, or inefficient policy execution.

  • Example Insight: Low scores in HR Policy & Procedure Interpretation may signal a need for scenario-based workshops rather than just reading materials, to ensure practical application.

2. Recruitment & Talent Acquisition Competencies

This focuses on revenue-impacting and growth-enabling skills. These are skills that directly affect the quality and speed of hiring.

  • Example Insight: A "Yes" for training needed in Sourcing Strategies might imply the team is over-relying on job boards and needs upskilling in passive candidate searching (e.g., using specific databases, social media tools).

3. Strategic & Leadership Competencies

These are the skills that elevate HR from an administrative function to a strategic business partner. They are essential for senior roles or those managing organizational change.

  • Example Insight: Training required in Change Management & Organizational Development shows a forward-looking need, preparing HR staff to lead the workforce through transitions, which is a key strategic function.

The Current Level (1-5) rating forces the reviewer to assign a numerical baseline, making future post-training evaluation easier.

Section 3: Future Focus and Gap Identification

This is the forward-looking part of the TNA, linking training to the organization's future needs.

  • Bridging the Future Gap: Asking about new responsibilities ensures the TNA addresses future skill demands, not just current deficits. This is vital for succession planning and strategic growth.
  • Prioritization: Identifying the top 3 critical skill or knowledge gaps forces focus. It prevents a laundry list of minor issues and directs resources to the most impactful training needs.
  • Business Impact: The anticipated business impact question justifies the training expense. It frames the cost of training against the cost of inaction (e.g., "Cost of training" vs. "Cost of high employee turnover due to poor Employee Relations").

Section 4: Proposed Training Solutions and Delivery

This section translates the identified need into a clear, actionable plan.

  • Strategic Delivery: It requires thinking about the best Training Format for the specific need. A compliance issue might need an E-Learning module for wide reach, while a complex skill like Stakeholder Management might require high-touch Coaching.
  • Accountability: Defining a Success Metric upfront is the most crucial part. This shifts the focus from "attending training" to "achieving a result."
    • Example Success Metric: For Candidate Interviewing, the metric might be "A 20% reduction in new hire turnover within the first 6 months" or "Achieving a target score on a post-training simulation assessment."

Section 5: Sign-Off and Approval

This ensures accountability and commitment from all parties. The signatures formalize the agreement:

  • Employee: Commits to participating and applying the learning.
  • Manager: Commits to supporting the employee's development and providing resources/time for training.
  • L&D/HR Approver: Commits to sourcing or designing the training and allocating the budget.

Mandatory Questions Recommendation

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While every field on the form serves a purpose, the following questions are arguably the most mandatory because they are essential for justifying, designing, and evaluating the training investment.


Mandatory Question

Section

Why It Is Mandatory (The Rationale)

A
B
C
1
Current Level (1-5) & Training Required (Yes/No) for Competency Areas
Section 2
Diagnosis & Baseline: This is the core data. Without a numerical rating (baseline) and a clear 'Yes/No' (diagnosis), you cannot quantify the gap or determine if training is necessary. It prevents training for skills already mastered and allows for post-training comparison to measure improvement.
2
Top 3 Critical Skill or Knowledge Gaps Identified
Section 3
Focus & Prioritization: This question forces the reviewer to cut through minor issues and isolate the most significant performance blockers. Training resources (time and budget) are limited, so you must focus on the needs that will yield the greatest return on investment (ROI).
3
What is the anticipated business impact if these training needs are not addressed?
Section 3
Justification & Risk Assessment: This frames the training as a solution to a business problem, not just an HR activity. It justifies the expense by comparing the cost of training with the often higher cost of inaction (e.g., increased legal fees, high turnover, poor hiring quality).
4
Proposed Training Need (Specify Topic)
Section 4
Solution Definition: This converts the identified 'gap' (the problem) into an actionable 'topic' (the solution). It ensures the training is specific and relevant, rather than a generic course, maximizing effectiveness.
5
Success Metric (How will we know it worked?)
Section 4
Evaluation & Accountability: This is the most crucial step for demonstrating ROI. Training is ineffective if its success cannot be measured. This defines what specific, measurable change (e.g., $X\%$ improvement in time-to-hire) will be achieved, creating accountability for both the trainee and the training provider.
6
Employee/Manager Sign-Off
Section 5
Commitment & Accountability: The signatures formalize the agreement. The Employee commits to the development, and the Manager commits to supporting the learning and providing necessary resources. Without joint sign-off, training often fails to translate into on-the-job change.

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