Diagnose the performance problem before you build the solution. A practical system for identifying training needs, clarifying performance gaps, and deciding what action actually makes sense.
BEST FOR
Small organizations, managers, HR generalists, and trainers who need to determine whether a performance problem is actually a training problem.
WHAT THIS HELPS YOU DO
Identify the real performance gap; distinguish training needs from process, resource, or expectation problems; choose a practical next action
WHAT'S INCLUDED
Start Here guide; Offline Training Needs Diagnostic Tool (HTML); Diagnostic Interview Guide and Question Bank; Root Cause Quick Reference Job Aid; Training Recommendation Report Template; Diagnostic Log Tracker (XLSX); Organizational-Use License; System Map (HTML); Accessibility Statement; Evidence Behind the Design
Delivery & file formats
Digital download
PDF; DOCX
Software required
PDF reader; Microsoft Word or Google Docs
License
Single-organization internal-use license. Materials may be edited and used within one purchasing organization. No resale, redistribution, sublicensing, or external sharing.
Customization
Customization is available for organizations that need this system adapted to their workflow, terminology, or operating environment
Digital download
One-time purchase
No physical item ships
Complete performance system
Find out whether a performance problem actually requires training before you build or buy a solution.
This focused diagnostic system helps you distinguish a true skill gap from fading skill, an environmental barrier, or a motivation problem—then document an evidence-based recommendation.
Best for
Small organizations without a dedicated L&D team
Leaders asked to “train people” before the cause is clear
Consultants and HR generalists who need a repeatable diagnostic process
What this helps you do
Frame a performance concern in observable terms
Gather useful evidence through structured interviews
Identify likely root causes
Decide whether training is appropriate
Document the recommendation and next action
Implementation outputs
What you’ll have after implementation
Observable problem statement
Evidence-backed cause hypothesis
Training or non-training decision
Stakeholder-ready recommendation
Dated success check
What’s included
10 files
Start Here guide
Offline Training Needs Diagnostic Tool
Interview Guide and Question Bank
Root Cause Quick Reference
Training Recommendation Report Template
Diagnostic Log Tracker (.xlsx)
Organizational Use License
System Map
Accessibility Statement
Evidence Behind the Design
System cycle
Notice → Diagnose → Decide
Implementation
Plan 30–60 minutes for one focused diagnosis, including a structured interview and evidence review.
Digital delivery
A downloadable offline HTML workspace plus editable Microsoft Word (.docx) and Excel (.xlsx) resources. Built-in Save and Print / PDF options let you keep clean local working outputs. No login, subscription, installation, or internet connection is required after download.
Worked example
Northgate Auto Service demonstrates how the tools connect in realistic practice.
Accessibility
Designed with CAST UDL 3.0 principles and a target of WCAG 2.2 AA. An accessibility statement is included.
Organizational license
Edit, customize, and internally rebrand the resources for one organization. Internal distribution is permitted; resale and use across unrelated organizations are not.
Evidence
An evidence brief explains the instructional-design, adult-learning, performance-support, practice, feedback, transfer, and measurement decisions behind the system, including relevant limitations.
Digital by design
See how the files work together.
Training Needs Diagnostic Kit is delivered as a coordinated set of downloadable files—not a printed kit. Use the offline workspace to move through the system, then edit and apply the supporting resources in your organization.
Offline workspace
Working path
Training Needs Diagnostic Kit
Works locally
01Notice
02Diagnose
03Decide
01Follow the guided process
02Make the decision visible
03Carry the work forward
Inside the download
Practical files, ready to adapt.
10 downloadable files
Diagnostic BuilderHTML
Interview GuideDOCX
Recommendation ReportDOCX
Diagnostic LogXLSX
Representative files shown. The complete, exact inventory is listed in the product details.
01
Download once
No login, subscription, or internet connection is required after download.
02
Edit for your team
Customize the editable Word and Excel resources for one organization.
03
Keep the system
Return to the workspace, tools, examples, and evidence whenever the work changes.
