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Needs Assessment for Organizational Success

By  Roger Kaufman, Ingrid Guerra-Lopez

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This valuable title links the fundamental training design technique of a needs assessment as a basis for all organizational improvement initiatives. Based on an Organizational Elements Model (OEM), authors Kaufman and Guerra-Lopez approach fully complete needs assessment as including not just needs and wants, but also societal value. Incorporating the model to add to the traditional ADDIE design process, this book provides new insight in managing the needs assessment process to structure performance improvement across all aspects of measurement and supportive decision-making tools.


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Roger Kaufman

Roger Kaufman, PhD, is professor emeritus, Florida State University and distinguished research professor at the Sonora Institute of Technology (Mexico). Kaufman is the recipient of a U.S. Homeland Security/U.S. Coast Guard medal for Meritorious Public Service. He has also been awarded the International Society for Performance Improvement’s (ISPI) top two honors: Honorary Member for Life and the Thomas F. Gilbert Award. He is a past ISPI president and a founding member, and is the recipient of ATD’s Distinguished Contribution to Workplace Learning and Performance recognition. Kaufman has published 41 books and more than 285 articles,including the book Needs Assessment for Organizational Success (ATD Press).

Ingrid Guerra-Lopez
Ingrid Guerra-López, PhD, is an internationally recognized performance improvement expert and bestselling author. She is the CEO of the Institute for Needs Assessment and Evaluation, a firm that provides consulting, coaching, and training and development services focused on strategic measurement, management, and alignment of learning and performance improvement programs. Ingrid is also a professor at Wayne State University, where she conducts research and teaches graduate courses focused on performance measurement, management, and strategic alignment. She recently completed a term as director on the board of the International Society for Performance Improvement, and completed her tenure as editor-in-chief of Performance Improvement Quarterly.

Ingrid has authored seven books, including Partner for Performance, Needs Assessment for Organizational Success, and Performance Evaluation: Proven Approaches to Improving Programs and Organizations. She has also authored approximately 100 articles and facilitated hundreds of international and national presentations and workshops on topics related to performance assessment, monitoring and evaluation, and strategic alignment. Her clients include international development agencies, government, education, military, healthcare, and corporate organizations. Ingrid has coached and mentored hundreds of graduate students, executives, managers, and other professionals, disseminating evidenced-based performance improvement practices internationally in more than 30 countries.


Needs Assessment for Organizational Success is the new and central tool for organizations determined to be the organization of the future.  Levels of needs assessment move us toward a new level of understanding of the bright future we all desire.

Frances Hesselbein
President & CEO, The Frances Hesselbein Leadership Institute
Founding President, The Drucker Foundation
Former CEO, The Girl Scouts of the USA

Finally, a needs assessment book that connects to organizational success. Moving beyond typical learning needs assessment, this new book focuses on four levels of needs, a shift that’s required in today’s environment. Written in an easy to read format with practical tools, this is a must-have reference for learning and performance improvement professionals.

 Jack J. Phillips, PhD
Chairman, ROI Institute

Kaufman and Guerra-López offer exceptional guidance for any organization seeking long-term success. Their comprehensive focus on the process of designing and implementing organizational strategy from Mega to Micro elements is clearly and effectively presented.  Any organization or enterprise will benefit greatly from following the guidance provided by these experienced world-class scholars.

John V. Lombardi
President Emeritus, University of Florida

My work in large and small organizations with the constructs and methods of Roger Kaufman goes back more 20 years. This latest book with Ingrid Guerra-López is a blueprint for any organization that seeks to add value to all stakeholders and then be able to prove it.

Peter Sharp
Company Director, Canberra Australia


Book Details

ISBN: 9781562868147

Pages: 200

Publisher: ASTD Press

Pub Date: February 2013

Formats: Paperback, PDF

Product Code: 111203

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