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Certificate Program
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Needs Assessment Certificate

Identify individual and organizational performance needs before developing effective solutions.

Boost your professional credibility by learning the purpose, process, and payoffs of assessing individual and organizational performance needs.

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Credits: CEU 1.4 MORE
Level: Capable
Role(s): HR/OD Professional More
Language(s): English More
Capability Area(s): Consulting and Business Partnering More


Course Info

Racing to create course materials and roll out initiatives without upfront analysis of what drives the need or knowing how to ensure results is shortsighted. In this highly practical course, you will learn a systematic approach for conducting your own training needs assessment of individual and organizational performance that prompts requests for learning and development solutions.

... Read More

Racing to create course materials and roll out initiatives without upfront analysis of what drives the need or knowing how to ensure results is shortsighted. In this highly practical course, you will learn a systematic approach for conducting your own training needs assessment of individual and organizational performance that prompts requests for learning and development solutions.

Learn to use an ATD-exclusive needs assessment process to identify individual or organizational needs prior to developing learning strategies. As a result, the effectiveness of the programs you develop will increase.

Why You Should Attend:

  • Learn to stop operating in order-taker mode and relying solely on your stakeholder’s learning solution inputs.
  • Align learning solutions with business outcomes to maximize impact, increase your professional competence, and ensure you are a valued partner to your organization.
  • Gain access to data collection tools and methods you can use immediately on the job to assess business and performance needs.

Read Less

What You Will Learn
  • Apply a systematic process to conducting a needs analysis that aligns learning solutions with business outcomes.
  • Increase credibility and use a collaborative approach to conduct a needs analysis.
  • Determine organizational goals with key stakeholders.
  • Collaborate with others to identify the individual performance levels necessary to meet organizational goals.
  • Isolate organizational factors, including knowledge and skill gaps, that contribute to current performance levels.
  • Identify constraints on the learning project.
  • Develop recommendations that incorporate formal, informal, and social learning strategies.

First, Know Where You Want to Go

“I think we need to train better!” I’m guessing if you are in the talent development field, you have heard this statement or one with a similar message before, right? More than once, you say? When I...

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ATD Needs Assessment Certificate

Learn a systematic approach for conducting your own assessment of the individual and organizational performance needs that drive requests for learning and development solutions. Learn more about this...

Get the Course Brochure Brochure

Needs Assessment Certificate Brochure

Download the brochure to learn everything you need to know about this course.

Course Topics
Topic 1 - Needs Assessment Process: What & How
Organizational Needs
  • Case Study: Right Communications
  • Case Study: Sample Needs Assessment
Performance Needs
  • Case Study: Identify Key Tasks/Competencies
Performance Needs
  • Case Study: Performance Gap Example
  • Case Study: Cause Analysis
Performer Needs
Potential Solutions
  • Case Study: Potential Solutions
  • Case Study: Evaluation Strategy
Findings & Recommendations
  • Case Study: Findings & Recommendations
Topic 2 - Common Data Collection Methods
Interview Planning
  • Creating an Interview Guide
  • Effective Questions
  • Interview Questions
  • Conducting an Individual Interview
  • Conducting Interviews
Data Collection Method #2: Observing Work Products and Work Procedures
  • Advantages and Risks of Work Observation
  • Observing Work and Work Products
  • Rating Tools
  • Work Observations Sample Data Case Study
Data Collection Method #3: Focus Groups
  • Interview Planning
  • Planning for a Focus Group
  • Interview Questions
  • Conducting a Focus Group
  • Variations on the Focus Group
Data Collection Method #4: Surveys
Advantages and Risks: Data Collection Methods
Topic 3 - Addressing Resistance to Needs Assessment
Potential Challenges and Solutions
Alternatives to Formal Needs Assessment
Building Credibility & Collaboration
Who Should Attend

This program is for professionals who want to gain a foundational understanding of conducting a needs assessment for training, organizational development, and other organizational projects involving people and processes

ATD education programs are designed primarily for learning professionals—trainers, instructional designers, and organization development practitioners—but also greatly benefit anyone within an organization who is responsible for developing others, from managers to human resources specialists.

Level: Capable
Roles: HR/OD Professional, Instructional Designer
Language: English, Japanese, Chinese
What Our Participants Are Saying
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Georgia Inniss
Corporate Relations & Sales Manager

"Personally, I came here with a set of goals. But I’m leaving with a mission…a purpose. I am deeply appreciative to have had the opportunity to participate in this program. "

Cristina Gardner

"ATD keeps me current, it is a very professional organization and consistently provides an excellent customer service experience"

Annie Myers

"ATD has a strong reputation in the training and development community. Having an ATD endorsement is a globally recognized "feather-in-your-cap."

Dates & Locations
Time Zone: Eastern Time
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  • May 17-18, 2024
    09:30 AM - 05:30 PM
    New Orleans, LA
  • Jun 10-11, 2024
    09:00 AM - 05:00 PM
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  • Jul 29-30, 2024
    09:00 AM - 05:00 PM
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  • Sep 09-28, 2024
    12:00 AM - 04:30 AM
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  • Sep 12-13, 2024
    09:00 AM - 05:00 PM
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  • Oct 17-18, 2024
    09:00 AM - 05:00 PM
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  • Dec 09-10, 2024
    09:00 AM - 05:00 PM
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Margaret Banta
Chris Ross, CPTD
Lynette Van Steinburg
Mohamed Bahgat

Things to Know


Participation in all originally scheduled days of the program, including both face-to-face and live online formats, and completion of all coursework is mandatory to receive the certificate of completion and continuing education credits.

Face-to-Face Programs:
Participants who miss more than two hours of the entire program will not be eligible to receive the certificate.

Live Online Programs:
ATD requires active participation throughout the program to receive credit. Active participation in live online sessions includes, but is not limited to, participating in virtual classroom activities, discussions, breakout sessions, and intersession work.

Make-up policy: You can miss and make up one session* by listening to a session recording. Instructions for reporting make-up sessions are posted on ATD’s learning platform.

*For full-day sessions, you can only miss up to 3.5 hours and make up the time by listening to the recording.


14.0 learning hours

1.4 CEUs awarded

This program is eligible for 14.0 professional development hours or recertification points from the ATD Certification Institute (ATD CI) for the APTD or CPTD credential.

This program has been approved for 14.0 (General) recertification credit hours toward PHR, SPHR, and GPHR recertification through the HR Certification Institute.

This program is valid for 14.0 PDCs for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit


A laptop computer with Wi-Fi capability is required to participate in ATD Programs.

Face-to-Face Program Components (if applicable):
Please do not bring mobile devices (for example, phones or tablets) instead of a laptop. There will be no computers available on-site for participants. Note: You might not have an optimal experience using Internet Explorer or Microsoft Edge to access your courses. Chrome is the recommended browser.

Live Online Program Components (if applicable):
You must log in to the learning platform to access course content and to join all live online sessions. Special software is not required. You only need a standard web browser and Voice over Internet Protocol (VoIP) capability to participate. Please join your session from a location with a strong internet connection and plan to use VoIP for your audio during the entire session.


Enrolled in a program? To check your course status and enrollment details, launch your course, or download your certificate, go to MyATD.


Click here to review our cancellation policy.


View our health protocols for in-person courses.


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