Consultative Training Needs Advisor - Maple Learning Solutions

Step 1: Understanding Your Learning Objectives & Content

1. What are your top 3 primary goals for this training? (Select up to 3 that best apply)

Onboarding & Foundational Knowledge (e.g., new hire integration, company policies, core processes)

Product Knowledge & Technical Skills (e.g., feature mastery, system usage, procedural expertise)

Sales & Customer Service Excellence (e.g., selling techniques, negotiation, client relations)

Leadership & Soft Skill Development (e.g., critical thinking, communication, teamwork)

Compliance, Ethics & Safety Standards (e.g., regulatory requirements, workplace safety)

Strategic Initiatives & Change Management (e.g., new systems, process improvements)

2. What is the core nature of the information or skills to be taught? (Select all that apply)

Technical Skills or Procedural Steps (how-to guides, system usage)

Conceptual Knowledge or Theoretical Principles (understanding why, models)

Soft Skills or Interpersonal Competencies (e.g., communication, teamwork)

Product or Service Details (features, benefits, competitive landscape)

Sales Strategies or Customer Engagement Techniques

3. How would you rate the complexity of the subject matter for the learners?

Low (Relatively simple, easily grasped)

Medium (Requires some explanation and practice)

High (Complex, abstract, needs significant guidance)

4. How frequently do you anticipate the training content will need updates?

Infrequently (Stable for 1-2+ years)

Moderately (Minor annual updates expected)

Frequently (Regular changes expected)

5. What level(s) of understanding or skill application do learners need post-training? (Select all that apply)

Awareness (Basic understanding of concepts)

Comprehension & Application (Able to apply knowledge)

Mastery & Synthesis (Able to analyze, evaluate, create)

Step 3: Considering Logistics & Available Resources

12. What is the general budget range allocated for this training initiative?

Lower Range (e.g., < $5,000)

Medium Range (e.g., $5K - $15K)

Higher Range (e.g., $15K - $30K)

Significant Investment (>$30K) or To Be Determined

13. Are there existing materials (e.g., documents, presentations) that can be used or adapted for this training?

Yes, substantial relevant materials exist

No, or very few relevant materials exist

Step 4: Defining Desired Learner Engagement (for Digital Solutions)

14. If a digital solution is considered, what level of interactivity and engagement are you aiming for?

Level 1: Foundational (Information delivery, simple quizzes)

Level 2: Interactive (Scenarios, branching, basic simulations)

Level 3: Immersive (Gamification, complex simulations, rich media)