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The importance of: Needs Assessments

Katy Brawley

Created on March 6, 2025

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Transcript

The importance of: Needs Assessments

Start

What is a needs assessment
What could this look like for us?
What's the purpose?
Explore!

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Next Slide

What is a Needs Assessment?

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.

A needs assessment is a process for determining and adressing gaps between current knowledge and desired knowledge.

Next Slide

What could this look like for us?

Yearly for RDs
After New Hire

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What's the Purpose?

Potential demand for future needs

Knowledge about different educational approaches that may be effective

Awareness of existing trainings and present gaps

Understanding that our trainings are serving their purpose

We can make a larger impact by directly addressing needs

Demand

Approach

Awareness

Impact

Credibility

Next Slide

Explore!

share thoughts

Open Here

Note: At the end of this needs assessment (a draft for our team), I added a box for you to share your thoughts

Jot down any notes

Go through the assessment

Finalize and use!

Next Slide

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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.

  • 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
  • Specific Goals outlined with essential skills and knowledge attached to each
  • Created by our team and sent to RDs for rating scale
Annually for RDs

This is a more in depth, high level, version of a needs assessment