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The importance of: Needs Assessments
Katy Brawley
Created on March 6, 2025
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The importance of: Needs Assessments
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What is a needs assessment
What could this look like for us?
What's the purpose?
Explore!
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What is a Needs Assessment?
A needs assessment is a process for determining and adressing gaps between current knowledge and desired knowledge.
Why is this necessary? Implementing these can allow us to learn about gaps in our own trainings and develop trainings specifically based off of our sales team needs. By knowing the needs of others, we can directly implement knowledge, skills, and behaviors to adress the gaps.
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What could this look like for us?
After New Hire
Yearly for RDs
We can make a larger impact by directly addressing needs
Understanding that our trainings are serving their purpose
Awareness of existing trainings and present gaps
Knowledge about different educational approaches that may be effective
Potential demand for future needs
Impact
Credibility
Awareness
Approach
Demand
What's the Purpose?
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Note: At the end of this needs assessment (a draft for our team), I added a box for you to share your thoughts
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Go through the assessment
Jot down any notes
share thoughts
Finalize and use!
Explore!
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- Rating scale of core competencies in product and business knowledge, selling skills, technology skills, etc.
- Can also gather qualitative data and allow them to share what it is they still need from us to succeed
- 2 months after new hire allows them to get time in the field and use their prior knowledge to think about what gaps they may still have
For Sales Team
This would be a more basic version of a needs assessment. This could be sent approxiamately 2 months after they attend New Hire training.
This is a more in depth, high level, version of a needs assessment
- Specific Goals outlined with essential skills and knowledge attached to each
- Created by our team and sent to RDs for rating scale