Preparation A ssess the business case . Pinpoint the goals and scope of your study about learning and development needs. P lan project logistics . Create a blueprint for the study that can be used to verify stakeholder expectations and determine funding requirements.
P ick data collection methods and techniques .
Make decisions about where and how to obtain data relevant to training needs. R eview instrumentation and processes . Pilot test the tools you've selected, which can include focus groups, Web-based surveys, and telephone interviews. Data Collection A ctivate data collection . Conduct focus groups, surveys, or telephone interviews and compile the results in a project database.