The right connections for your life and business.
Before choosing a course title, establish which business outcome should change. Bring the audience, current behaviour and evaluation plan together into a practical training brief.
Instead of “we need communication training”, describe where work is breaking down. Missing critical information in handover notes, for example, is an observable problem. Identify a sample or measure that shows the current situation.
CDC’s training-quality approach considers needs assessment before training development. This worksheet turns that question into a practical corporate brief.
Do people lack knowledge, struggle to apply a skill, or face time, tool or process constraints? Check assumptions using interviews, work samples and existing records.
If the underlying issue is a process constraint, training alone may not produce the intended result. Assign non-training actions separately and narrow the learning objective accordingly.
Describe roles, experience, working language, participation constraints and realistic work scenarios. Replace “understand the topic” with an observable action: transfer required information, complete a procedure correctly or justify a decision.
A hypothetical objective might be: “The handover owner completes all five required information fields in a sample case.” This illustrates objective writing; it is not a delivered course or a claimed client result.
Separate the baseline, practice during the session and later workplace observation. Attendance or satisfaction is not the same measure as changed behaviour.
Use this list to bring the essential information together before your consultation.
Selections stay on this open page and are not sent to our team. Print your completed checklist to keep a copy.
Sources checked on 24 October 2026. The checklist supports general preparation; requirements specific to a person, product or institution need separate confirmation with the relevant official source and responsible professional.
Share your audience, the workplace behaviour you want to change and the intended result to discuss your corporate training enquiry.
