Amy Sloane: M.Ed. in Training & Development Portfolio
  • Home
  • Introduction
    • Organization of Portfolio
  • Coursework
    • Theme 1: Instructional Design >
      • Interview with an Instructional Designer
      • Best Practices for Lesson and Evaluation Plans
      • Knowledge Transfer and Training Effectiveness
      • Creating a Training Program on Critical Thinking
      • Evaluation of Technology Trainings
    • Theme 2: Organizational Development >
      • Performance Improvement
      • Needs Assessment and Task Analysis
      • Ethics in the Workplace and Education
      • Organizational Change
    • Theme 3: Adult Learning >
      • Interviews with Adult Learners
      • Adult Participation
      • Case Study as a Teaching Strategy
      • Self-paced, Technology-based Instruction
      • Working with Subject Matter Experts
  • Poster Presentation
  • Future Plans
  • Summary
    • References
  • Resume

Theme 2: Organizational Performance
Needs Assessment and Task Analysis Consulting
Course: EAC 583 - Needs Assessment and Task Analysis in Training and Development


This narrative discusses an executive summary and a presentation from a needs assessment and task analysis consulting group project for Krispy Kreme Doughnut Corporation, headquartered in Winston-Salem, NC. Our mission was to learn through experience how to analyze performance needs in order to identify real-world solutions for real-world problems. After meeting with key stakeholders at Krispy Kreme, an agreement was established for our group to analyze the performance needs of their Off-Premises Sales Managers.


We identified four primary objectives: 1) Gain insight into what Off-Premises Sales Managers need to know, or be able to do, in order to be more effective in their roles; 2) Establish appropriate tools to identify and address the current needs of the Off- Premises Sales Managers; 3) Conduct a needs assessment of the Off-Premises Sales Managers; and, 4) Identify specific ideas for improving the performance of Off-Premises Sales Managers.

Three methods of data collection were used: we reviewed organizational documents; conducted interviews with select Off-Premises Sales Managers and District Sales Managers; and, surveyed all Off-Premises Sales Managers. It was beneficial have the occasion to use multiple assessment methods in a single project, and see how each method contributed to a richer final product. Based on a review of this data, we provided Krispy Kreme with recommendations in three primary areas: training needs, leadership considerations, and issues related to tools/equipment.

Krispy Kreme was impressed with our group's methodology, and planned to use our recommendations to guide the development of future training and/or performance improvement offerings. This project provided me with a wealth of learning opportunities. It was a challenge to keep the scope of the project from expanding, but a learning contract helped us stay on task and meet our intended deliverables. Additionally, the communication and dedication in our group was outstanding; and, this made it easy to reach consensus when difficult decisions needed to be made.

Click here to view Needs Assessment and Task Analysis Executive Summary
Click here to view Needs Assessment and Task Analysis Presentation


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