Center for Performance and ROI, Inc.

Evidence-Based Process and Tools for Breakthrough Training
Needs Analysis Tools
Stone's Performance Alignment and Linkage Process (PAL) TM 
See the description and tools below.


PAL is a powerful eleven step process to ensure solutions are aligned with the business and the alignment is sustained all the way through to the achievement of desired business outcomes.  Stone's Training Needs Analysis process is inherent within the PAL process.  The process includes leading you through partnering with clients to conduct an efficient and effective needs assessment the way it must be done in the twenty-first century.  The process sustains alignment by providing practical tools and templates to address critical decision points during design, development, delivery and transfer to the work setting.  This front to rear training and performance process also includes guiding principles, a transfer risk assessment, and methods to perform a rapid verification of results.  Click on tools and templates below.
Tools and Templates Copyright 2004 - 2008 by Ron Drew Stone.  All rights reserved.

TOOLS: Click on links below to each tool. These tools are selected from each chapter of the Pfeiffer publication "Aligning Training for Results - A Process and Tools That Link Training to Business".  Some tools are completed with examples and some are provided for use as a guideline.


Ch 1 Criteria for an Effective Training  and Performance Process
Ch 5 Execution Gap Analysis

Ch 8 Developing a Transfer Strategy 
Ch 1 Performance Centered
Framework
Ch 5 Root Cause Analysis

Ch 8 Learning and Performance Contract
Ch 2 Five Key Factors of Alignment
Ch 5 Root Cause Analysis Matrix (alternative)
Ch 9 Framework for Performance and Evaluation
Ch 3 Performance Alignment and Linkage Process (PAL) Ch 5 Root Cause Analysis Matrix (example)
Ch 9 Learning and Performance Action Plan
Ch 3 Twelve Guiding Principles

Ch 6 Situational Risk Assessment and Analysis Tool Set
Ch 9 Success and Disappointment Analyses
Ch 4 Intake Scope and Alignment Document Ch 6 Performance Alignment Contract

NEW: Criteria for an Effective Solution Design
Ch 4 Six Signals  Ch 6 Solution Proposal Framework
 Five C's of Data Collection
Ch 5 Assessment Strategy and Plan
 
Ch 7 Training and Performance Design Specifications Document
Tool 9 Addressing Ineffective Habits


TEMPLATES: Click on links below for
templates of some of the above tools.

Ch 4 Intake Scope and Alignment
Document
Template
Ch 6 Performance Alignment Contract Template
Ch 9 Learning and Performance Action Plan Template
Ch 5 Assessment Strategy and
Plan
Template
Ch 6 Solution Proposal
Framework
Template
Ch 9 Planning the Success and Disappointment Analysis Template
Ch 5 Execution Gap Analysis
Template
Ch 7 Training and Performance
Design Specifications 
Template
Ch 9 Key Areas of Training Operations Effectiveness and Efficiency Template
Ch 5 Root Cause Analysis
Template 
Ch 8 Learning and Performance Contract Template
Addressing Ineffective Habits
Template

Ch 5 Root Cause Analysis
Matrix
Template
Ch 8 Steps to Develop a Transfer Strategy Template
 
Ch 5 Situational Risk Assessment and Analysis Tool Set Template  
Ch 9 Evaluation Strategy and Plan Template
 

 
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