Undertake organisational training needs analysis

This unit describes the performance outcomes, skills and knowledge required to undertake a training needs analysis (TNA) to identify the training and assessment needs of an organisation.


This unit typically applies to those working in roles that require them to work with organisations to identify training needs.


Not applicable.

Elements and Performance Criteria

1. Identify the organisation’s needs

1.1 Discuss with relevant staff from the organisation their objectives, expectations and organisational requirements

1.2 Use appropriate communication and interpersonal skills to develop a professional relationship with the organisation.

1.3 Identify, analyse and address any existing or potential issues that may impact on the organisation’s objectives and requirements

1.4 Identify and access resources in accordance with organisational requirements

1.5 Develop a project plan with relevant persons to be negotiated and agreed by the organisation

2. Conduct training needs analysis

2.1 Use reliable, appropriate and efficient methods for collecting information and data on current, emerging and future training needs

2.2 Analyse the organisation’s work roles to determine skills and competencies needed for effective performance

2.3 Follow legal, organisational and ethical requirements to gather information and data to assess the current skills and competencies of staff

2.4 Use reliable and valid data analysis methods to determine current and emerging organisational training needs

3. Provide advice to the organisation

3.1 Provide the organisation with clear advice and recommendations on training and assessment needs

3.2 Provide the organisation with options for meeting identified training needs

3.3 Obtain feedback and comments from the organisation on the suitability and sufficiency of advice and recommendations

3.4 Use legal requirements to process, complete and present final report to the organisation

Required Skills

Required skills

cognitive skills to analyse and interpret research and conceptualise and synthesise issues around training needs

communication and interpersonal skills to consult with client and relevant people, to discuss client needs and provide observations and recommendations for training development

literacy skills to critically evaluate information and prepare reports providing advice and recommendations

negotiation and facilitation skills for research, presenting and discussing recommendations and obtaining feedback

numeracy skills to analyse data and present statistical information

problem solving skills to apply effective approaches to training needs

research skills to collect information around training needs, including observation and consultation.

Required knowledge

competency standards and Training Packages/accredited courses

Australian Quality Training Framework (AQTF) requirements and standards

risk identification and management strategies

industry and enterprise knowledge

evaluation and research methodologies

relevant social, political, economic and technological developments

principles of intellectual property

training and development strategies

change management concepts/strategies

occupational health and safety (OHS) relating to undertaking an organisational training needs analysis.

Evidence Required

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the ability to:

research, conduct and provide advice through a training needs analysis

prepare at least two training needs analyses for one or more organisations

collect evidence that demonstrates:

processes that were used to determine the organisation’s needs

details of research methods undertaken to identify suitable training and/or assessment

planning for the training needs analysis

presentations that outline advice and recommendations.

Context of and specific resources for assessment

Evidence must be gathered in the workplace wherever possible. Where no workplace is available, a simulated workplace must be provided.

Method of assessment

Guidance information for assessment

Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Objectives may include:

improved individual learning outcomes for new or existing staff

access to government training incentives and funding

productivity improvement

developing administration and records management systems

compliance with, or knowledge of, legislative or government regulatory requirements

individualised organisational training and skill requirements.

Options may include:

developing in-house capacity to meet identified needs

identifying training and/or assessment organisations to meet needs

identifying specific units of competency, qualifications/courses to meet needs

consultancy services.


Training advisory services

Employability Skills

This unit contains employability skills.

Licensing Information

Not applicable.