Documenting Your Business Needs

By Dr. Joel Gendelman

In my last blog, I began describing how organizations can better support current business initiatives, increase organizational responsiveness, and reduce curriculum acquisition and development costs by alining their business needs with their instructional assets. The first of the six steps of this process in Documenting your Business Needs. Following are the activities that are typically performed during this step. 

1.         Define your Audience

Specify the prerequisites and motivational factors of the audiences you support. Prerequisites should include both basic educational prerequisites such as reading level, as well as more specific prerequisites such as sales skills and previous experience with the product or technology. For the most part, these prerequisites should be identified in existing instructional materials. Document if members of the audience have been rewarded, punished, or ignored for performing the behaviors. This information is difficult to gather, and, in most cases, you will have to gather it in collaboration with the business unit or line organization. As performance improvement professionals, we recognize that training is not the solution to every performance problem. For example, it is not the best solution if participants are not performing because of lack of motivation and incentive, or an environmental deficiency. If a performance problem is due to a lack of motivation or incentives or a poor attitude, consider establishing a feedback system, or institute positive incentives for members of the audience. If there is an environmental deficiency, it is best to remove or remedy the portion of the environment (for example, management or the organizational structure) that is deficient. This treatment of motivation, incentive, or attitude problems is just the tip of the iceberg. (See Harless, 1970, for a more comprehensive coverage of this subject.) 

2.         Create a road map for each audience

Include the major groups of tasks they perform on the job and organize them into task groups. Since these task groups may change as employees increase their tenure in a position, you may wish to document this as well. 

3.         Build task lists to support the roadmap

Identify the specific tasks included in each major task group. 

4.         Create performance objectives.

Identify the performance objectives that support each task. Since a house is only as good as its foundation, make sure that you are working with clear performance objectives that identify desired behaviors. To ensure that you are working with specific, clear objectives, decode the objectives against the elements below. 

  • Be sure that the “who” is as specific as you can make it. It should identify participants’ education and reading levels, as well as their skills and knowledge related to the objective.
  • Determine if the behavior is the main intent or an indicator. If it is the main intent, be sure that it is observable. If the behavior is an indicator, identify the main intent. If the behavior is an indicator and you cannot identify the main intent, request help from the person who wrote the objective. Also be sure that the indicator is simple and direct and does not require prerequisites that participants may not have.
  • Be sure that result is observable.
  • Ensure that the conditions specify the range of situations in which participants are expected to perform.
  • Verify that the standards are reasonable, taking the consequences of making a mistake and time in a time- critical environment into consideration.
  • For a more detailed presentation of what makes an objective effective, see Mager (1984). 

5.         Determine constraints

Review descriptions of the audiences and tasks to determine the following types of constraints: 

Time: When does the task need to get done? Resources: Who is available to help? 

Budget: How much time and outside dollars can the organization spend in performing the task? 

Equipment: What equipment, tools, and supporting documentation are available in the job environment? 

6.         Document all the above. 

For those of you that are interested, here is a link to a more detailed description of the total process. 

I would enjoy hearing from you. Please contact me using the “Contact Us” tab on my website http://www.fttraining.com/

About the Author

Joel Gendelman

Dr. Joel Gendelman has over 25 years of experience developing activity-rich communications and training for the finest organizations in the world (e.g., Lockheed Martin, Microsoft, Nissan, Hewlett-Packard, Amgen, and Genentech. He serves on editorial boards of major professional publications and holds positions on the boards of prestigious professional societies. Joel is the recipient of numerous industry and professional awards, is a sought after speaker at international conferences and corporate events, and has published over 50 articles three books distributed worldwide by respected publishing houses.

Joel provides curriculum development, consulting services, and workshops. He can contacted at Future Technologies. To see more about his books "Virtual Presentations that Work" and "Consulting Basics",  please view his Amazon.com Author Page. Follow me on Twitter @JGend.

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