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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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  • Jul 20-21, 2023
    10:00 AM - 06:00 PM
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  • Sep 07-08, 2023
    10:00 AM - 06:00 PM
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  • Nov 02-03, 2023
    10:00 AM - 06:00 PM
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  • Nov 22-23, 2023
    12:30 AM - 08:30 AM
    Dubai, United Arab Emirates
  • Dec 14-15, 2023
    09:00 AM - 05:00 PM
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Things to Know


For full-day face-to-face and live online programs, participation in all originally scheduled days of the program, including both face-to-face and live online formats, is mandatory in order to receive the certificate of completion and CEUs. Participants who miss more than two hours of the entire program will not be eligible to receive the certificate. Participants who fulfill the attendance requirement will receive a certificate at the end of the program.

For multi-week, live online programs with five or more sessions, one missed live session can be made up by listening to the session recording in full. Participants who miss more than one live session will not be eligible to receive the certificate. To be marked complete for that one session, please email [email protected]. For programs with four or fewer sessions, attendance at all live sessions is required to receive a certificate. All sessions will be recorded and available for participants to review throughout the program for your reference.

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. Please note that using a tablet or mobile device significantly limits your ability to fully and actively participate.

If you meet the eligibility requirements, a certificate will be issued to you through the ATD Learning Platform at the end of the program.


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 for both face-to-face and online programs. Please do not bring mobile devices (phones, tablets, etc.) in lieu of a laptop. There will be no computers available on-site for participants. Note: You might not have an optimal experience if you are using Internet Explorer or Microsoft Edge to access your courses. Chrome is the recommended browser.


Enrolled in a program? Sign in to the ATD Learning Portal with your ATD account credentials two weeks before the first day of class to:

  • Engage with your facilitator and peers.
  • Access pre-work assignments.
  • View any technical requirements.
  • Review logistical information.


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