You will walk away knowing exactly where your training system is breaking down — and which problem to address first.

What you get:

• A 22-question survey instrument you deploy with your employees or customers using any survey tool you already have

• An interpretation guide that reads your results section by section and tells you what the patterns mean, what to avoid misreading, and what the data is telling you to prioritize

• Both documents are grounded in cognitive load theory, instructional systems design, and UX research — not guesswork

What the survey surfaces:

• Who your learners actually are and how they currently access training

• Where people are dropping off — whether that is an access problem, a navigation problem, or an application problem after training is complete

• What your learners need to be able to do versus what your training is actually designed to develop

• Whether your platform is creating friction before people ever reach the content

• What outcomes your organization needs to see from training to justify the investment

What organizations have found when they used this process:

• A professional development organization with 2,000+ member companies found that 23% of members couldn't find content and 29% couldn't sustain practices after coaching — neither was a content problem

• A national nonprofit with 600+ affiliates discovered their leaders had training assets but no competency framework or role-based pathways to make those assets useful

• A software platform found that customers were completing onboarding but still underusing the product — the training existed, the mental model shift had never been made explicit

•  It gives you directional evidence — enough to know where to look and what questions to bring to a deeper conversation.

What this is not:

• A needs assessment template

• A content audit tool

• A substitute for a full discovery engagement, but its a good start! 

Organizations with more complex needs go on to work with us through The Learning Blueprint™, which takes this data further with focus groups, stakeholder interviews, and a complete curriculum and infrastructure roadmap.

From there, we can implement the recommendations with you or ensure you are supported to do it internally/ with another vendor. After you collect your data, set up a free meeting to discuss.