01 | UNDERSTAND THE BUSINESS NEED
Start with the problem to be solved.
Before determining what to build, I work to understand what the organization is trying to accomplish, where performance is falling short, and what may be contributing to the gap.
I combine stakeholder discovery, operational data, employee insights, and root-cause analysis to distinguish learning needs from process, technology, leadership, or environmental challenges.
Artifacts:
The Learning Request Form helps stakeholders begin thinking through questions such as:
- What challenge or opportunity are we trying to address?
- What business outcomes are we hoping to achieve?
- Who is impacted?
- Are there subject matter experts or key stakeholders who should be involved?
- Are there any initial thoughts on the preferred learning format or delivery approach?
Business Needs Analysis & Discovery
My discovery process begins before the meeting. I first review the business request to understand what is being asked, what outcomes are expected, and what information is still missing.
- Review the initial request and identify information gaps
- Develop targeted questions before the discovery meeting
- Confirm the request and clarify the “why” (Root Cause) behind the ask
- Explore current performance, contributing factors, and business impact
- Define the desired outcome and what success should look like
- Validate the problem before investing in a solution
- Determine the right response: learning, performance support, process improvement, or a blended approach
