A ready-to-use conversational survey

Training needs assessment survey template

Find skill gaps before you plan training. Staff rate their confidence on key skills, describe where they got stuck, and pick the formats and topics that would help.

11 questionsAbout 4 min2 branches2 endingsRead the template guide
Use this template

Free to customize. No code needed.

The real thing. Go ahead, try it.

Use this template
Hi! We're planning training for the months ahead and want it to fit the work you really do. It takes about five minutes.
Which team or department are you in?
Type your answer, or tap one above…
A live preview of this template. Answer the first question to begin.

What's inside

Every question, and where it leads

  • Short text
  • Single select
  • Long text
  • Matrix
  • Multi select
  • Ranking
  • Yes / No
  • Contact info

The conversation

What a respondent is asked, in order.

Hi! We're planning training for the months ahead and want it to fit the work you really do. It takes about five minutes.

1

Which team or department are you in?

Short textrequired
2

How long have you been in your current role?

Single selectrequired
3

Which tasks take up most of your working week?

Long textrequired
4

How confident are you in each of these areas?

Matrixrequired
5

Describe a recent moment at work when more training or support would have helped.

Long textrequired
6

Which topics would help you most in the next six months? Pick up to three.

Multi selectrequired
7

How do you prefer to learn? Put your favourite first.

Rankingrequired
8

How much time could you realistically give to training each month?

Single selectrequired
9

Is there anything you know well enough to teach colleagues?

Yes / Norequiredsplits the flow
10

What could you teach, and to whom?

Short textrequiredif can teach is Yes
11

Who should we contact about it?

Contact inforequiredif can teach is Yes

Endings

Thanks, this shapes the training plan

Thank you, we may take you up on that

The flow

Where each answer leads. Every route here is editable once the form is yours.

A labelled route is taken only by answers matching the label

A little guidance

Make the most of your next ask.

Questions to consider for your training needs assessment survey

  • Which skills does each role truly depend on? Those belong in the confidence grid.
  • Do you need answers split by team or seniority, and does the form ask enough to do that?
  • Is there a set budget or time for training, and should the time question reflect it?
  • Will managers also assess their teams, so you can compare self-ratings with theirs?

How to use the responses

Count the "I need training" and "Some gaps" answers in the confidence grid for each team to find the biggest shared gaps. Read the stuck moments to understand what the gap looks like in practice, which helps a trainer pitch the content right. Match topics to the most popular formats and the time people can give, and use the people who said they could teach as in-house trainers or mentors before paying for outside courses.

How to customize and share this template

  1. 1Replace the rows in the confidence grid with the skills your roles need, such as a named system, a sales process or a clinical procedure.
  2. 2Edit the topic list to the training you could actually provide this year.
  3. 3Share the link with each team through their manager, and export the answers to CSV to compare teams side by side.

Frequently asked questions

What is a training needs assessment survey?

A survey that finds the gaps between the skills people have and the skills their work needs, so you plan training around real needs rather than guesses.

What questions should a training needs assessment include?

Questions about current tasks, confidence in key skills, recent situations where people got stuck, the topics they want and how they prefer to learn.

When should you run a training needs assessment?

Before planning a training budget or calendar, and after a big change such as new software, a new process or a new team structure.

Can I find in-house trainers with this survey?

Yes. Near the end it asks whether people could teach a topic, and only those who say yes are asked what they could share and how to reach them.

A few more possibilities

Keep the ideas coming.

Explore all surveys

Ask like a person. Watch them finish.