31+ Free Needs Assessment Templates [Excel+Word]

A needs assessment template is a powerful tool used by an organization to identify their priorities, make improvements, and allocate resources. Needs assessment is basically a process used in a strategic planning that determines the gaps or needs between the vision of the organization and its current state.

The purpose of a needs assessment:

Needs assessment allows you to explore, gather information, and determine all the possible options that your organization must implement so you can get where you want to be. From both internal and external sources, you collect information for your needs analysis template. After collecting the information, organize and analyze it. In this way, you can identify how to best use the information. This also helps you in identifying that which needs act as a barrier to the success of your organization. Therefore, you have to perform a needs assessment.

Different types of needs assessment:

Depending on the purpose, there are different types of needs assessment. Let us discuss below some types that you may perform;

Organizational needs assessment:

An organizational needs assessment contains the objectives, goals, and strategies of an organization that are related to the needs of the workforce and the business. Performing this assessment allows you to analyze the needs of an organization to reach its goals.

Person needs assessment:

The management, employees, and even the clients paying for the products and services are included in this type of assessment. This assessment assists you in determining either you require to make changes to procedures or hierarchies.

Task or work needs assessment:

This type of assessment includes the job analysis and the main duties performed by the workers. This assessment helps you determine the following;

  • The work your employees matches their skill level
  • There is a need for training
  • Some other kind of professional improvement

Performance needs assessment:

You can identify whether your employees perform up to the standards or they’re performing below expectations by performing this assessment. It assists you in deciding what to do to upgrade the performance of your employees.

How to conduct a needs assessment?

Follow the below steps to conduct a needs assessment;

Determine the need of your organization:

The first step in the process is determining the need of your organization so that you can reach your goals. It is the important part of succession planning. This helps you to pay attention to your efforts as needed.

Execute a procedure:

There are multiple ways to conduct needs assessment. It doesn’t matter what method you select to use, you get the same result. Follow the general steps for your needs assessment;

  • Planning: here you have to identify the kind of information to collect for your assessment.
  • Collection of data: in this step, you collect all data you need for your assessment and for this you have to do a lot of research.
  • Analysis of data: the data you have collected in this step you have should organize and prioritize it.
  • Reporting the results: in this final step, a needs analysis template comes in handy to report the results of your assessment.

Gather the data you need:

You have to perform the following to the collection of data for needs assessment;

  • Individual interviews
  • Surveys and questionnaires
  • Focus groups
  • Committees
  • Observation

Reporting and recommendations:

When you have done with your needs assessment template, you should start reporting. For plans both in the long-term and in the short-term, you should give recommendations. You must create a schedule if you have a timeline for completing all of your goals. Also, include the recommendations.


In conclusion, a needs assessment template is an important document that helps you identify the gaps to prevent the organization from reaching its goals. You should also mention a summary of why and how you accomplishment the assessment, the procedures you used, and the people involved.