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🧑‍💼 HR & People Ops

Free Training Needs Analysis Survey Template

Ask teams where their skills fall short before planning training, score the gaps by role, and get an AI report that ranks your curriculum.

gap scoring
both sides answer
AI report
Live Preview

Quick answer

Do not schedule courses before knowing the gap — rate current versus required per skill, capture preferred formats and available time, and the AI report sorts needs by priority.

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About this template

Training budgets go wrong when the catalog is decided before the gaps are. This survey has employees and managers rate current versus required skill level side by side — the difference between the two, broken down by team, is your real curriculum. The AI report ranks the gaps so budget conversations start from evidence instead of the loudest request.

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Template at a Glance

TemplateTraining Needs Analysis
CategoryHR & People Ops
FormatScored survey with aggregated AI report
Time to completeAbout 10 minutes per response
What you getA personalized AI report (printable PDF) for every response, plus the raw answers
Best forL&D teams · People managers · HR business partners
CostFree to copy and customize on FormLM
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Live Preview

Sample form and AI report preview (fillable once the app is published).

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Fill it in to see how responses flow.
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Sample AI report with scoring visuals and recommendations, printable as a PDF.
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What's Included

Everything you need to run this template.

1

Skill checklist per role

Rate what exists against what is needed.

2

Manager and employee views

Expectation versus self-assessment, side by side.

3

Format and time preferences

Online, in-person or on-the-job — captured early.

4

Ranked gap report

An AI report ordered by impact for budget talks.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy it and list the skill areas for your roles.

2

Send to teams and managers

Both sides answer — expectations meet self-assessment.

3

Score the gaps

Rate current versus required level per skill, by team.

4

Plan from the report

Use the ranked gaps to set curriculum order and budget.

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Who Is This For

Pick your role — see how it fits your workflow.

1

L&D teams

Build the annual plan from measured gaps, not guesses.

2

People managers

Flag what your team truly lacks before budget season.

3

HR business partners

Bring data to every training spend conversation.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. Role and team (fields)
  2. Skills this role will need in the next 12 months (open)
  3. Current level versus required level, per skill (1–5 pairs)
  4. Which skill most needs training on your team? (choice)
  5. Preferred format — in-person, online, on-the-job (choice)
  6. Time you can realistically give to training per month (choice)
  7. What blocked learning for you last year? (open)
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Frequently Asked Questions

When should you run a training needs analysis?
Before the annual training budget closes, after a reorg or new tool rollout, and any time performance data shows the same skill gap repeating across teams.
Do employees and managers answer the same questions?
Same core set, viewed side by side — the gap between what a manager expects and what an employee claims is usually where the real training need sits.
How is this different from a job skills test?
A TNA survey captures perceived gaps and priorities at team scale; the skills test measures actual knowledge item by item. The survey decides what to teach, the test checks whether it landed.
How does this differ from the Kirkpatrick evaluation?
Kirkpatrick evaluates training after it runs. This survey works the other direction — it shapes what training you plan in the first place.
Is it free to use?
Yes. Copy it into your FormLM workspace and adapt the skill list to your roles.
What does the AI report produce?
A ranked view of skill gaps by team, preferred learning formats and a suggested curriculum order you can take straight into budget planning.
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Methods & terminology behind this template

Kirkpatrick model Training needs analysis (TNA)

Plan training from measured gaps, not loud asks

Copy it free and turn one survey into a ranked curriculum.