{"text_format":"1","workbook":"xlsx","n_sheets":23,"sheets":["01 Intake Triage","02 Project Snapshot","03 Business Need","04 Performance Gap","05 Success Measures","06 Audience Analysis","07 Root Cause","08 Solution Fit","09 Task Workflow","10 Content SME","11 Constraints Req","12 Stakeholder Map","13 Data Collection","14 Interview Guides","15 Survey Builder","16 Observation Checklist","17 Findings Themes","18 Recommendations","19 Prioritization","20 Scope Assumptions","21 Readiness Check","22 Action Log","23 Glossary Standards"],"not_rendered":{"charts":0,"images":0,"macros":0,"external_links":0,"defined_names":0,"comments":0,"pivot_tables":0},"unopened":[],"bounds":{"document_bytes":16777216,"sheet_cells":100000,"rows_first":2000,"rows_last":500,"rows_between":2000,"halvings":0,"cell_chars":16384,"cell_head_chars":4096},"cells_cut":0,"cells_raw":0,"read":"whole","date_system":"1900"}

{"sheet":"01 Intake Triage","index":0,"n_rows":87,"n_cols":4,"rows_kept":87,"cut":false,"hidden":false,"merged":[]}
["01 Intake Triage"]
["Purpose: Capture the initial request and determine how much analysis is needed."]
[]
["Initial Request Capture"]
["Field","Prompt / Question","Response","Notes"]
["Request title","What is this request called?",null,"Use a short working title"]
["Requestor","Who submitted the request?",null,"Name, role, department"]
["Sponsor","Who owns the business outcome?",null,"May be different from requestor"]
["Date received","When was the request received?",null,"Use yyyy-mm-dd"]
["Requested solution","What did they ask for?",null,"Course, job aid, video, workshop, etc."]
["Stated problem","What problem are they trying to solve?",null,"Capture in their words"]
["Desired outcome","What should be different after this work?",null,"Behavior or business outcome"]
["Target audience","Who is affected?",null,"Role, team, location, tenure"]
["Urgency","How soon is this needed?",null,"Ask what is driving the deadline"]
["Initial risk level","Low / Medium / High",null,"Compliance, safety, revenue, customer impact"]
["Analysis depth needed","Light / Standard / Deep",null,"Determines tabs to use"]
[]
[]
["Triage Questions"]
["Question","Response / Notes","Why It Matters"]
["What prompted this request now?",null,"Reveals urgency, trigger, or business driver"]
["What happens if we do nothing?",null,"Helps assess risk and priority"]
["Is this a new problem or an ongoing one?",null,"Helps identify whether root causes are known"]
["Has training been tried before?",null,"Avoids repeating ineffective solutions"]
["Who says this is a training need?",null,"Identifies assumptions and stakeholder perspectives"]
["What evidence shows there is a gap?",null,"Separates opinion from data"]
["Is the expected change knowledge, skill, behavior, compliance, speed, quality, or attitude?",null,"Helps classify the need"]
[]
[]
["Intake Checklist"]
["Task","Complete?","Notes"]
["Request captured","☐"]
["Requestor identified","☐"]
["Sponsor identified","☐"]
["Audience identified","☐"]
["Deadline captured","☐"]
["Initial business reason captured","☐"]
["Initial solution request captured","☐"]
["Analysis level selected","☐"]
["Open questions documented","☐"]
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["Early Success Gate"]
["What should improve?","Observable business, behavior, quality, speed, risk, or customer outcome","",""]
["How will we measure it?","Metric, report, observation, audit, rubric, system data, or other evidence","",""]
["What is the baseline?","Current performance or starting point","",""]
["What target would show success?","Desired level of improvement","",""]
["Can success be measured objectively enough?","Yes / No / Not yet. If no/not yet, pause before recommending training.","",""]

{"sheet":"02 Project Snapshot","index":1,"n_rows":27,"n_cols":2,"rows_kept":27,"cut":false,"hidden":false,"merged":[]}
["02 Project Snapshot"]
["Purpose: Provide a concise summary that can be shared with stakeholders."]
[]
["Project Snapshot"]
["Category","Summary"]
["Project / Request Name"]
["Business Problem"]
["Performance Gap"]
["Target Audience"]
["Primary Goal"]
["Recommended Approach"]
["Training Needed?","Yes / No / Partially / Unknown"]
["Key Risks"]
["Key Constraints"]
["Success / Measurement Gate","Define this early: observable outcome, baseline, target, and data source. If it cannot be measured objectively enough, revisit the solution fit."]
["Decision Needed"]
["Next Steps"]
[]
[]
["Snapshot Summary Guide"]
["Prompt","Response"]
["What is happening now?"]
["What should be happening instead?"]
["Why does it matter?"]
["What is causing the gap?"]
["What should we do about it?"]
["How will we know it worked?"]

{"sheet":"03 Business Need","index":2,"n_rows":36,"n_cols":6,"rows_kept":36,"cut":false,"hidden":false,"merged":[]}
["03 Business Need"]
["Purpose: Clarify the organizational reason behind the request."]
[]
["Business Analysis"]
["Analysis Area","Questions to Ask","Response / Notes"]
["Business driver","What business goal, initiative, risk, or requirement is driving this need?"]
["Strategic alignment","Which company, department, or team priority does this support?"]
["Current impact","What is the current cost, risk, delay, error rate, customer impact, or compliance exposure?"]
["Desired impact","What result should improve?"]
["Stakeholder expectations","What does leadership expect this solution to accomplish?"]
["Timing","Why is this needed now?"]
["Evidence","What data supports the need?"]
["Consequences","What happens if the gap remains?"]
[]
[]
["Business Need Data Points"]
["Data Type","Source","Current State","Desired State","Gap","Notes"]
["Productivity"]
["Quality"]
["Error rate"]
["Compliance"]
["Customer satisfaction"]
["Employee satisfaction"]
["Time to proficiency"]
["Cost"]
["Revenue / sales"]
[]
[]
["Business Need Checklist"]
["Task","Complete?","Notes"]
["Business goal identified","☐"]
["Desired outcome documented","☐"]
["Current-state data collected","☐"]
["Desired-state target documented","☐"]
["Business impact validated with sponsor","☐"]
["Priority level confirmed","☐"]

{"sheet":"04 Performance Gap","index":3,"n_rows":37,"n_cols":8,"rows_kept":37,"cut":false,"hidden":false,"merged":[]}
["04 Performance Gap"]
["Purpose: Define the difference between what people do now and what they need to do. See example performance gap questions below the Performance Gap table."]
[]
["Performance Gap Table"]
["Role / Audience","Current Performance","Desired Performance","Gap","Frequency","Impact","Evidence","Confidence Level"]
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[]
["Performance Gap Questions"]
["Question","Notes"]
["What are people doing incorrectly, inconsistently, slowly, or not at all?"]
["What should they be doing?"]
["When does the performance problem occur?"]
["Where in the workflow does the issue appear?"]
["Who performs well today? What are they doing differently?"]
["Is the gap the same across all locations, teams, shifts, or experience levels?"]
["What does good performance look like?"]
["How is performance currently measured?"]
[]
[]
["Gap Type Classification"]
["Gap Type","Indicators","Training Likely?","Notes"]
["Knowledge gap","People do not know facts, rules, concepts, or requirements","Yes"]
["Skill gap","People know what to do but cannot perform it well yet","Yes"]
["Process gap","Process is unclear, broken, inconsistent, or undocumented","Maybe"]
["Tool/system gap","Tools are hard to use, unavailable, or unreliable","Maybe"]
["Motivation gap","People can do it but choose not to","Usually no"]
["Expectation gap","Standards, priorities, or roles are unclear","Maybe"]
["Resource gap","Not enough time, staff, access, or materials","Usually no"]
["Feedback gap","People do not know how they are performing","Maybe"]
["Incentive gap","Rewards or consequences conflict with desired behavior","Usually no"]
["Environment gap","Workspace, systems, or conditions prevent success","Usually no"]

{"sheet":"05 Success Measures","index":4,"n_rows":26,"n_cols":7,"rows_kept":26,"cut":false,"hidden":false,"merged":[]}
["Success Measures & Measurement Gate"]
["Success gate: define the observable outcome, baseline, target, and data source early. If success cannot be observed or measured objectively enough, pause and revisit whether training is the right solution."]
["Purpose: Define how success will be evaluated."]
[]
["Evaluation Levels"]
["Level","Measurement Question","Example Measures","Data Source","Timing","Owner","Notes"]
["Reaction","Did learners find it useful and relevant?","Survey, feedback form","LMS / survey","Immediately after"]
["Learning","Did learners gain knowledge or skill?","Quiz, scenario score, skill demo","Assessment","During/after training"]
["Behavior","Are learners applying it on the job?","Observation, manager checklist, system behavior","Managers / systems","30–90 days"]
["Results","Did the business metric improve?","Error reduction, cycle time, sales, compliance, quality","Business reports","60–180 days"]
[]
[]
["Measurement Questions"]
["Question","Notes"]
["What does success look like?"]
["What metric should improve?"]
["What is the baseline?"]
["What target is realistic?"]
["Who owns the data?"]
["When will data be reviewed?"]
["What leading indicators can be measured early?"]
["What would show the solution did not work?"]
[]
[]
["Measurement Plan Table"]
["Outcome","Baseline","Target","Metric","Data Source","Owner","Review Date"]

{"sheet":"06 Audience Analysis","index":5,"n_rows":37,"n_cols":8,"rows_kept":37,"cut":false,"hidden":false,"merged":[]}
["05 Audience Analysis"]
["Purpose: Understand the learners or performers. Be sure to scroll down to review this tab in its entirety."]
[]
["Audience Segments"]
["Audience Segment","Role","Size","Location","Experience Level","Current Knowledge","Key Needs","Notes"]
["Primary audience"]
["Secondary audience"]
["Managers / coaches"]
["Support roles"]
[]
[]
["Audience Questions"]
["Category","Questions","Response / Notes"]
["Role context","What roles are affected? What do they own?"]
["Prior knowledge","What do they already know?"]
["Experience","Are they new, experienced, mixed, or specialized?"]
["Motivation","Why will they care about this?"]
["Barriers","What might prevent them from applying the learning?"]
["Access","What devices, systems, time, and environments do they have?"]
["Language","What language, reading level, or localization needs exist?"]
["Accessibility","Are there accessibility needs or accommodation requirements?"]
["Manager role","What support do managers need to reinforce the behavior?"]
["Variability","How different are learner needs by region, team, or job level?"]
[]
[]
["Audience Checklist"]
["Task","Complete?","Notes"]
["Primary audience identified","☐"]
["Secondary audiences identified","☐"]
["Audience size estimated","☐"]
["Experience levels documented","☐"]
["Prior knowledge assessed","☐"]
["Motivation factors captured","☐"]
["Barriers captured","☐"]
["Accessibility needs considered","☐"]
["Language/localization needs considered","☐"]
["Manager reinforcement needs identified","☐"]

{"sheet":"07 Root Cause","index":6,"n_rows":36,"n_cols":5,"rows_kept":36,"cut":false,"hidden":false,"merged":[]}
["08 Root Cause"]
["Purpose: Determine whether training will solve the problem. Be sure to scroll down to review this tab in its entirety."]
[]
["Root Cause Matrix"]
["Possible Cause","Evidence For","Evidence Against","Training Response?","Non-Training Response?"]
["People do not know what to do",null,null,"Training, job aid"]
["People do not know how to do it",null,null,"Practice, coaching, simulation"]
["Expectations are unclear",null,null,"Communication, manager guide","Role clarity, standards"]
["Process is broken",null,null,"Process training after redesign","Process improvement"]
["Tools are confusing",null,null,"Tool training","UX/system changes"]
["People lack access/resources",null,null,null,"Access, staffing, equipment"]
["Managers do not reinforce",null,null,"Manager enablement","Coaching/accountability"]
["Incentives conflict",null,null,null,"Incentive redesign"]
["No feedback exists",null,null,"Coaching, feedback tools","Performance dashboards"]
[]
[]
["Root Cause Questions"]
["Question","Notes"]
["Could people perform correctly if they had to?"]
["Do high performers exist?"]
["Are people aware of the expectation?"]
["Do people have time and tools to perform correctly?"]
["Are there consequences for poor performance?"]
["Is the process documented and stable?"]
["Are managers reinforcing the right behavior?"]
["Is there a system, policy, or workflow barrier?"]
[]
[]
["Root Cause Checklist"]
["Task","Complete?","Notes"]
["Multiple possible causes considered","☐"]
["Evidence gathered for each cause","☐"]
["Training causes separated from non-training causes","☐"]
["Root cause validated with stakeholders","☐"]
["Risks of training-only solution documented","☐"]
["Recommended intervention type identified","☐"]

{"sheet":"08 Solution Fit","index":7,"n_rows":26,"n_cols":5,"rows_kept":26,"cut":false,"hidden":false,"merged":[]}
["09 Solution Fit"]
["Purpose: Decide which type of intervention best fits the need. Be sure to scroll down to review this tab in its entirety."]
[]
["Solution Fit Matrix"]
["Need Type","Best-Fit Solution Options","Notes","Selected?","Rationale"]
["Awareness","Announcement, short video, leader message, FAQ","Use when people only need to know something changed","Y/N/NA"]
["Knowledge","eLearning, reading, knowledge check, reference guide","Use for rules, concepts, facts","Y/N/NA"]
["Skill","Workshop, simulation, guided practice, coaching","Use when people must practice","Y/N/NA"]
["Decision-making","Scenarios, case studies, branching practice","Use when judgment is required","Y/N/NA"]
["Process execution","Job aid, checklist, workflow guide, demo","Use when steps matter","Y/N/NA"]
["System use","Sandbox, walkthrough, simulation, quick reference","Use for tools/software","Y/N/NA"]
["Behavior change","Practice, coaching, manager reinforcement, nudges","Requires more than one course","Y/N/NA"]
["Compliance","Required training, attestation, assessment, audit support","Often needs tracking","Y/N/NA"]
["Performance support","Job aid, searchable resource, checklist, embedded help","Best when task is infrequent or complex","Y/N/NA"]
["Manager enablement","Coaching guide, team huddle kit, observation checklist","Supports transfer","Y/N/NA"]
[]
[]
["Solution Fit Questions"]
["Question","Response / Notes","Why It Matters"]
["Does the audience need to remember this or access it at the moment of need?",null,"Determines training vs. performance support"]
["Is practice required?",null,"Determines whether passive content is enough"]
["Is the task frequent or infrequent?",null,"Infrequent tasks often need job aids"]
["Is the task high-risk?",null,"High-risk tasks may need assessment and certification"]
["Are managers needed to reinforce behavior?",null,"Determines sustainment plan"]
["Does this need tracking or completion records?",null,"Determines LMS/reporting requirements"]
["Is this one-time change or ongoing capability?",null,"Determines scale and maintenance needs"]

{"sheet":"09 Task Workflow","index":8,"n_rows":34,"n_cols":10,"rows_kept":34,"cut":false,"hidden":false,"merged":[]}
["06 Task Workflow"]
["Purpose: Break down what people need to do on the job. Be sure to scroll down to review this tab in its entirety."]
[]
["Task / Workflow Analysis"]
["Task / Workflow Step","Performer","Trigger","Inputs Needed","Actions Required","Decisions Required","Tools Used","Output","Common Errors","Notes"]
["Step 1"]
["Step 2"]
["Step 3"]
["Step 4"]
["Step 5"]
["Step 6"]
[]
[]
["Task Analysis Questions"]
["Question","Response / Notes","Purpose"]
["What task must the learner perform?",null,"Defines performance target"]
["What triggers the task?",null,"Identifies when to apply learning"]
["What steps are required?",null,"Supports content and practice design"]
["Which steps are most difficult?",null,"Identifies where instruction is needed"]
["Which steps are most critical?",null,"Helps prioritize content"]
["What decisions must be made?",null,"Supports scenarios and practice"]
["What tools, systems, or references are used?",null,"Identifies job aids or simulations"]
["What mistakes are common?",null,"Supports feedback and remediation"]
["What does success look like?",null,"Defines assessment criteria"]
["How often is the task performed?",null,"Influences solution type"]
[]
[]
["Task Criticality Matrix"]
["Task","Frequency","Risk if Done Incorrectly","Difficulty","Training Priority","Notes"]
[null,"Daily / Weekly / Monthly / Rare","Low / Medium / High","Low / Medium / High","Low / Medium / High"]
[null,"Daily / Weekly / Monthly / Rare","Low / Medium / High","Low / Medium / High","Low / Medium / High"]
[null,"Daily / Weekly / Monthly / Rare","Low / Medium / High","Low / Medium / High","Low / Medium / High"]
[null,"Daily / Weekly / Monthly / Rare","Low / Medium / High","Low / Medium / High","Low / Medium / High"]
[null,"Daily / Weekly / Monthly / Rare","Low / Medium / High","Low / Medium / High","Low / Medium / High"]

{"sheet":"10 Content SME","index":9,"n_rows":34,"n_cols":7,"rows_kept":34,"cut":false,"hidden":false,"merged":[]}
["07 Content SME"]
["Purpose: Identify what information exists and who owns it.  Be sure to scroll down to review this tab in its entirety."]
[]
["Content Source Inventory"]
["Content Source","Owner / SME","Format","Status","Accuracy","Gaps","Notes"]
["SOP",null,"Document","Current / Outdated / Unknown","High / Medium / Low"]
["Policy",null,"Document","Current / Outdated / Unknown","High / Medium / Low"]
["System guide",null,"Document / Site","Current / Outdated / Unknown","High / Medium / Low"]
["Existing training",null,"Course / Deck / Video","Current / Outdated / Unknown","High / Medium / Low"]
["SME knowledge",null,"Interview","Current / Outdated / Unknown","High / Medium / Low"]
[]
[]
["SME Questions"]
["Category","Questions","Response / Notes"]
["Expertise","Who knows the work best?"]
["Ownership","Who owns the policy, process, system, or standard?"]
["Accuracy","Which materials are current and approved?"]
["Variability","Do different SMEs describe the process differently?"]
["Exceptions","What edge cases must learners handle?"]
["Common mistakes","Where do people usually go wrong?"]
["Performance standard","What does expert performance look like?"]
["Review","Who must approve final content?"]
[]
[]
["Content Review Checklist"]
["Task","Complete?","Notes"]
["Existing materials collected","☐"]
["Content owners identified","☐"]
["SMEs identified","☐"]
["Content accuracy reviewed","☐"]
["Outdated content flagged","☐"]
["Missing content identified","☐"]
["Approval path confirmed","☐"]
["Version control plan established","☐"]

{"sheet":"11 Constraints Req","index":10,"n_rows":32,"n_cols":5,"rows_kept":32,"cut":false,"hidden":false,"merged":[]}
["10 Constraints Req"]
["Purpose: Capture practical boundaries and requirements.  Be sure to scroll down to review this tab in its entirety."]
[]
["Constraints"]
["Constraint Area","Questions","Response / Notes","Owner","Decision Needed?"]
["Timeline","When is this needed? What is driving the date?",null,null,"☐"]
["Budget","Is there funding for design, development, tools, translation, vendors?",null,null,"☐"]
["Technology","LMS, LXP, intranet, Teams, mobile, system sandbox?",null,null,"☐"]
["Accessibility","What accessibility standards must be met?",null,null,"☐"]
["Localization","Does this need translation or regional adaptation?",null,null,"☐"]
["Compliance","Are there legal, regulatory, or audit requirements?",null,null,"☐"]
["Tracking","Does completion need to be tracked?",null,null,"☐"]
["Assessment","Is testing, certification, or attestation required?",null,null,"☐"]
["Delivery","Self-paced, instructor-led, virtual, blended, on-the-job?",null,null,"☐"]
["Maintenance","Who updates the content after launch?",null,null,"☐"]
["Approvals","Who must review and approve?",null,null,"☐"]
[]
[]
["Requirements Checklist"]
["Requirement","Needed?","Owner","Notes"]
["LMS tracking","☐"]
["Completion report","☐"]
["Assessment","☐"]
["Passing score","☐"]
["Certificate","☐"]
["Accessibility review","☐"]
["Translation","☐"]
["Legal review","☐"]
["Compliance signoff","☐"]
["Manager toolkit","☐"]
["Communications plan","☐"]
["Post-launch support","☐"]

{"sheet":"12 Stakeholder Map","index":11,"n_rows":25,"n_cols":6,"rows_kept":25,"cut":false,"hidden":false,"merged":[]}
["11 Stakeholder Map"]
["Purpose: Identify who is involved, impacted, approving, and accountable.  Be sure to scroll down to review this tab in its entirety."]
[]
["Stakeholders"]
["Stakeholder","Role","Interest / Need","Decision Authority","Involvement Level","Notes"]
["Sponsor","Owns outcome",null,"High","High"]
["Requestor","Initiated request",null,"Medium","High"]
["SME","Provides content",null,"Medium","High"]
["Manager group","Reinforces behavior",null,"Medium","Medium"]
["Learners","Perform the work",null,"Low","Medium"]
["Compliance / Legal","Reviews risk",null,"High","As needed"]
["Operations","Owns workflow",null,"High","High"]
["Technology / LMS","Supports delivery",null,"Medium","As needed"]
[]
[]
["Stakeholder Questions"]
["Question","Notes"]
["Who owns the business result?"]
["Who owns the process or content?"]
["Who approves the final solution?"]
["Who can provide data?"]
["Who represents the learner audience?"]
["Who might resist the solution?"]
["Who must reinforce the behavior after launch?"]
["Who maintains the content later?"]

{"sheet":"13 Data Collection","index":12,"n_rows":24,"n_cols":6,"rows_kept":24,"cut":false,"hidden":false,"merged":[]}
["12 Data Collection"]
["Purpose: Plan how to gather evidence before recommending a solution.  Be sure to scroll down to review this tab in its entirety."]
[]
["Data Collection Plan"]
["Data Need","Method","Source","Owner","Due Date","Status"]
["Business impact","Report review","KPI dashboard",null,null,"Open"]
["Current performance","Manager interview","Managers",null,null,"Open"]
["Learner perspective","Survey","Target audience",null,null,"Open"]
["Workflow reality","Observation","Work environment",null,null,"Open"]
["Content accuracy","SME review","SMEs / documents",null,null,"Open"]
["Existing training","Content audit","LMS / SharePoint",null,null,"Open"]
[]
[]
["Data Collection Methods"]
["Method","Best For","Considerations","Selected?"]
["Stakeholder interviews","Understanding context, expectations, politics","Time-intensive but rich","Y/N/NA"]
["SME interviews","Capturing expert process and exceptions","Watch for expert blind spots","Y/N/NA"]
["Learner interviews","Understanding barriers and reality of work","Use multiple learner segments","Y/N/NA"]
["Surveys","Gathering broad input quickly","Keep short and targeted","Y/N/NA"]
["Observation","Seeing actual performance","Best for workflow and behavior gaps","Y/N/NA"]
["Document review","Understanding current standards","Check for outdated materials","Y/N/NA"]
["System data review","Validating performance trends","May need data owner support","Y/N/NA"]
["Focus group","Exploring shared themes","Avoid groupthink","Y/N/NA"]
["Manager input","Understanding coaching and performance issues","Managers may overestimate training need","Y/N/NA"]

{"sheet":"14 Interview Guides","index":13,"n_rows":49,"n_cols":2,"rows_kept":49,"cut":false,"hidden":false,"merged":[]}
["13 Interview Guides"]
["Purpose: Provide ready-to-use question banks.  Be sure to scroll down to review this tab in its entirety."]
[]
["Sponsor Interview Guide"]
["Question","Notes"]
["What business problem are we trying to solve?"]
["Why is this important now?"]
["What would success look like?"]
["What metric should improve?"]
["What is the risk if nothing changes?"]
["Who is accountable for the outcome?"]
["What constraints should we know about?"]
["What decisions do you need from this analysis?"]
[]
[]
["Manager Interview Guide"]
["Question","Notes"]
["What performance issue are you seeing?"]
["Who is struggling and who is performing well?"]
["What do high performers do differently?"]
["What mistakes happen most often?"]
["What barriers prevent good performance?"]
["What coaching or feedback do employees currently receive?"]
["What would make this easier for your team?"]
["How will you reinforce the desired behavior?"]
[]
[]
["Learner / Performer Interview Guide"]
["Question","Notes"]
["Walk me through how you do this task today."]
["What parts are confusing, difficult, or time-consuming?"]
["What tools or resources do you use?"]
["Where do mistakes usually happen?"]
["What do you wish you had known earlier?"]
["What gets in the way of doing this correctly?"]
["How do you know whether you did it right?"]
["What type of support would help most?"]
[]
[]
["SME Interview Guide"]
["Question","Notes"]
["What must learners know?"]
["What must learners be able to do?"]
["What are the most common errors?"]
["What are the exceptions or edge cases?"]
["What content is required versus nice to know?"]
["What source materials are authoritative?"]
["What should be assessed?"]
["Who must approve technical accuracy?"]

{"sheet":"15 Survey Builder","index":14,"n_rows":31,"n_cols":5,"rows_kept":31,"cut":false,"hidden":false,"merged":[]}
["14 Survey Builder"]
["Purpose: Collect input from a larger group. Be sure to scroll down to review this tab in its entirety."]
[]
["Survey Items"]
["Survey Item","Response Type","Audience","Purpose","Use?"]
["I understand what is expected of me for this task.","Likert scale","Learners","Expectation clarity","Y/N/NA"]
["I have the knowledge needed to perform this task.","Likert scale","Learners","Knowledge gap","Y/N/NA"]
["I have enough practice or experience to perform this task well.","Likert scale","Learners","Skill gap","Y/N/NA"]
["The process is clear and easy to follow.","Likert scale","Learners","Process gap","Y/N/NA"]
["I have the tools and resources needed.","Likert scale","Learners","Resource/tool gap","Y/N/NA"]
["I receive useful feedback on my performance.","Likert scale","Learners","Feedback gap","Y/N/NA"]
["What part of this task is most difficult?","Open text","Learners","Barrier identification","Y/N/NA"]
["What support would help you most?","Multiple choice / open text","Learners","Solution fit","Y/N/NA"]
["How often do you perform this task?","Multiple choice","Learners","Frequency","Y/N/NA"]
["How confident are you performing this task?","Scale","Learners","Confidence","Y/N/NA"]
[]
[]
["Sample Support Options"]
["Option","Selected?","Notes"]
["Step-by-step job aid","Y/N/NA"]
["Short video demonstration","Y/N/NA"]
["Live practice session","Y/N/NA"]
["eLearning module","Y/N/NA"]
["Manager coaching","Y/N/NA"]
["System walkthrough","Y/N/NA"]
["Examples / templates","Y/N/NA"]
["FAQ","Y/N/NA"]
["Checklist","Y/N/NA"]
["More time or resources","Y/N/NA"]
["Clearer expectations","Y/N/NA"]
["Better tools","Y/N/NA"]

{"sheet":"16 Observation Checklist","index":15,"n_rows":20,"n_cols":6,"rows_kept":20,"cut":false,"hidden":false,"merged":[]}
["15 Observation Checklist"]
["Purpose: Capture what performers actually do on the job.  Be sure to scroll down to review this tab in its entirety."]
[]
["Observation Checklist"]
["Observation Area","What to Look For","Observed?","Notes"]
["Task trigger","How does the person know to begin?","Y/N/NA"]
["Step sequence","Are steps followed correctly?","Y/N/NA"]
["Decision points","Where does judgment come in?","Y/N/NA"]
["Tool use","Are systems/tools used correctly?","Y/N/NA"]
["Workarounds","Are people bypassing the official process?","Y/N/NA"]
["Errors","What mistakes occur?","Y/N/NA"]
["Delays","Where does work slow down?","Y/N/NA"]
["Reference use","What guides or resources are used?","Y/N/NA"]
["Peer support","Do people ask others for help?","Y/N/NA"]
["Environmental barriers","Noise, interruptions, access, time, workload","Y/N/NA"]
["Feedback","How do they know they were successful?","Y/N/NA"]
[]
[]
["Observation Capture Table"]
["Performer Segment","Task Observed","Date","Key Behaviors Observed","Issues / Barriers","Implications for Solution"]

{"sheet":"17 Findings Themes","index":16,"n_rows":23,"n_cols":6,"rows_kept":23,"cut":false,"hidden":false,"merged":[]}
["16 Findings Themes"]
["Purpose: Synthesize evidence into useful findings.  Be sure to scroll down to review this tab in its entirety."]
[]
["Findings & Themes"]
["Theme","Evidence","Source","Impact","Confidence","Implication"]
["Expectations unclear",null,"Interviews / survey / observation",null,"Low / Med / High"]
["Process varies by team",null,null,null,"Low / Med / High"]
["Learners lack practice",null,null,null,"Low / Med / High"]
["Tool causes errors",null,null,null,"Low / Med / High"]
["Managers need reinforcement tools",null,null,null,"Low / Med / High"]
[]
[]
["Findings Questions"]
["Question","Notes"]
["What patterns appeared across multiple sources?"]
["Which findings are supported by data?"]
["Which findings are based on perception only?"]
["What surprised us?"]
["What confirms the original request?"]
["What challenges the original request?"]
["What are the most important causes to address?"]
["What can training solve?"]
["What requires non-training action?"]

{"sheet":"18 Recommendations","index":17,"n_rows":34,"n_cols":7,"rows_kept":34,"cut":false,"hidden":false,"merged":[]}
["17 Recommendations"]
["Purpose: Document what should be done. Be sure to scroll down to review this tab in its entirety."]
[]
["Recommendations"]
["Recommendation","Type","Audience","Rationale","Priority","Owner","Timing"]
["Create job aid","Performance support",null,null,"High / Med / Low"]
["Build scenario-based practice","Training",null,null,"High / Med / Low"]
["Update SOP","Process",null,null,"High / Med / Low"]
["Create manager coaching guide","Reinforcement",null,null,"High / Med / Low"]
["Improve system prompts","Tool/process",null,null,"High / Med / Low"]
[]
[]
["Recommendation Categories"]
["Category","Examples","Use / Notes"]
["Learning","eLearning, workshop, microlearning, simulation, practice lab"]
["Performance support","Checklist, job aid, decision tree, quick reference, template"]
["Communication","Announcement, FAQ, leader message, change summary"]
["Process","SOP update, workflow clarification, role clarity"]
["Manager enablement","Coaching guide, observation checklist, huddle deck"]
["System/tool","System update, access fix, embedded help, sandbox"]
["Measurement","Dashboard, assessment, audit, quality review"]
["Sustainment","Reinforcement plan, nudges, refresher, community of practice"]
[]
[]
["Recommendation Checklist"]
["Task","Complete?","Notes"]
["Recommendations tied to evidence","☐"]
["Training and non-training needs separated","☐"]
["Audience for each recommendation identified","☐"]
["Priority assigned","☐"]
["Owner assigned","☐"]
["Dependencies documented","☐"]
["Risks documented","☐"]
["Sponsor decision needed documented","☐"]

{"sheet":"19 Prioritization","index":18,"n_rows":30,"n_cols":8,"rows_kept":30,"cut":false,"hidden":false,"merged":[]}
["19 Prioritization"]
["Purpose: Rank needs, audiences, content, and solution options. Use the scoring guide below the Prioritization Matrix for assistance."]
[]
["Prioritization Matrix"]
["Need / Task / Recommendation","Impact (1-5)","Urgency (1-5)","Risk (1-5)","Effort (1-5)","Audience Reach* (1-5)","Standard Score","Weighted Score"]
[null,null,null,null,null,null,{"$f":"B6+C6+D6+F6-E6","v":0},{"$f":"B6*2+D6*2+C6+F6-E6","v":0}]
[null,null,null,null,null,null,0,0]
[null,null,null,null,null,null,0,0]
[null,null,null,null,null,null,0,0]
[null,null,null,null,null,null,0,0]
[null,null,null,null,null,null,0,0]
[null,null,null,null,null,null,0,0]
[null,null,null,null,null,null,0,0]
[null,null,null,null,null,null,0,0]
[null,null,null,null,null,null,0,0]
[]
[]
["Scoring Guide"]
["Factor","High Score Means"]
["Impact","Strong effect on business or performance"]
["Urgency","Must be addressed soon"]
["Risk","High compliance, safety, quality, or customer risk"]
["Effort","Easy to implement if using reverse scoring, or hard if using standard scoring"]
["Audience Reach: Audience Reach means how broadly the need affects the organization. It is not asking for the exact number of learners. Score this based on how many people, teams, locations, or roles are impacted.","Score        Audience Reach Means\n1               Very small group; one person, one team, or a limited pilot audience\n2               Small audience; a few people or one role/team\n3               Moderate audience; multiple teams, one department, or one larger role group\n4               Large audience; multiple departments, locations, or role groups\n5               Enterprise-wide or high-visibility audience; affects many people across the organization"]
[]
[]
["Formula Notes"]
["Approach","Formula"]
["Standard","Impact + Urgency + Risk + Audience Size - Effort"]
["Weighted","Impact x 2 + Risk x 2 + Urgency + Audience Size - Effort"]

{"sheet":"20 Scope Assumptions","index":19,"n_rows":50,"n_cols":4,"rows_kept":50,"cut":false,"hidden":false,"merged":[[10,0,10,3],[11,0,11,3],[13,0,13,2],[23,0,23,3],[40,0,40,1],[0,0,0,3],[1,0,1,3],[3,0,3,3],[4,0,4,3],[6,0,6,3],[7,0,7,3],[8,0,8,3]]}
["20 Scope Assumptions"]
["Purpose: Prevent misunderstandings before design begins.  Be sure to scroll down to review this tab in its entirety."]
[]
["Review note"]
["Review this tab with the sponsor or project owner before design begins. Scope items can change, but changes should be documented so the team understands the impact on timeline, effort, and deliverables."]
[]
["How to use this tab"]
["Use this tab to set clear guardrails before the work moves into design or development. This helps prevent misunderstandings about what the project will include, what it will not include, what the team is assuming, and what still needs to be decided."]
["Be specific. Avoid broad statements like “training for managers.” Instead, clarify which managers, which topics, which locations, which systems, and which deliverables are included."]
[]
["This tab should help everyone answer:"]
["• What are we solving?\n• What are we not solving?\n• Who is included?\n• Who is not included?\n• What content, systems, regions, or processes are included?\n• What assumptions are we making?\n• What decisions or dependencies could affect the work?"]
[]
["Category Guide"]
["Category","What to Capture","Example"]
["In scope","Work, audiences, content, regions, systems, or deliverables that are included","Create a job aid and short eLearning module for new customer support agents"]
["Out of scope","Work, audiences, content, regions, systems, or deliverables that are not included","Does not include manager certification or updates to the CRM system"]
["Assumption","Something believed to be true but not fully confirmed yet","The SOP will be approved before design begins"]
["Dependency","Something that must happen before the work can move forward","Compliance must approve the final process language"]
["Risk","Something that could affect timeline, quality, adoption, or success","Process may change again before launch"]
["Decision needed","A choice stakeholders must make before work can continue","Decide whether this will be required or optional training"]
["Open question","Information still needed","Which teams are included in the first launch?"]
[]
["Scope & Assumptions"]
["Category","Item","Notes","Owner"]
["In scope"]
["In scope"]
["Out of scope"]
["Out of scope"]
["Assumption"]
["Assumption"]
["Dependency"]
["Dependency"]
["Risk"]
["Risk"]
["Decision needed"]
["Decision needed"]
["Open question"]
["Open question"]
[]
["Scope Questions"]
["Question","Notes"]
["What problem are we solving?"]
["What problem are we not solving?"]
["Which audiences are included?"]
["Which audiences are excluded?"]
["Which content is included?"]
["Which systems, regions, or processes are included?"]
["What must be decided before design starts?"]
["What assumptions could create risk?"]

{"sheet":"21 Readiness Check","index":20,"n_rows":27,"n_cols":4,"rows_kept":27,"cut":false,"hidden":false,"merged":[]}
["21 Readiness Check"]
["Purpose: Confirm whether needs analysis is complete enough to move into design. Be sure to scroll down to review this tab in its entirety."]
[]
["Readiness Checklist"]
["Readiness Item","Ready?","Notes","Owner"]
["Business problem is clear","☐"]
["Desired performance is clear","☐"]
["Target audience is defined","☐"]
["Root cause has been examined","☐"]
["Training need is validated","☐"]
["Non-training needs are documented","☐"]
["Key stakeholders agree on the problem","☐"]
["Success measures are defined","☐"]
["Constraints are documented","☐"]
["Content sources are identified","☐"]
["SMEs are identified","☐"]
["Risks are documented","☐"]
["Open questions are documented","☐"]
["Recommendation is approved or ready for decision","☐"]
[]
[]
["Go / No-Go Decision"]
["Decision","Criteria","Selected?","Notes"]
["Go to design","Problem, audience, performance gap, solution direction, and success measures are clear","Y/N/NA"]
["Go with risks","Enough information exists, but some assumptions or dependencies remain","Y/N/NA"]
["Pause","Root cause, scope, audience, or business outcome is unclear","Y/N/NA"]
["Redirect","Training is not the right solution or not the primary solution","Y/N/NA"]

{"sheet":"22 Action Log","index":21,"n_rows":29,"n_cols":7,"rows_kept":29,"cut":false,"hidden":false,"merged":[]}
["22 Action Log"]
["Purpose: Track owners, open questions, decisions, and due dates. See example action types below the Action Log table."]
[]
["Action Log"]
["Date","Item","Type","Owner","Due Date","Status","Notes"]
[null,null,"Action / Decision / Question / Risk / Dependency",null,null,"Open"]
[null,null,"Action / Decision / Question / Risk / Dependency",null,null,"Open"]
[null,null,"Action / Decision / Question / Risk / Dependency",null,null,"Open"]
[null,null,"Action / Decision / Question / Risk / Dependency",null,null,"Open"]
[null,null,"Action / Decision / Question / Risk / Dependency",null,null,"Open"]
[null,null,"Action / Decision / Question / Risk / Dependency",null,null,"Open"]
[null,null,"Action / Decision / Question / Risk / Dependency",null,null,"Open"]
[null,null,"Action / Decision / Question / Risk / Dependency",null,null,"Open"]
[null,null,"Action / Decision / Question / Risk / Dependency",null,null,"Open"]
[null,null,"Action / Decision / Question / Risk / Dependency",null,null,"Open"]
[null,null,"Action / Decision / Question / Risk / Dependency",null,null,"Open"]
[null,null,"Action / Decision / Question / Risk / Dependency",null,null,"Open"]
[null,null,"Action / Decision / Question / Risk / Dependency",null,null,"Open"]
[null,null,"Action / Decision / Question / Risk / Dependency",null,null,"Open"]
[null,null,"Action / Decision / Question / Risk / Dependency",null,null,"Open"]
[]
[]
["Action Types"]
["Type","Use For"]
["Action","Work someone needs to complete"]
["Decision","Choice that must be made"]
["Question","Information still needed"]
["Risk","Issue that could affect success"]
["Dependency","Something required before moving forward"]

{"sheet":"23 Glossary Standards","index":22,"n_rows":28,"n_cols":4,"rows_kept":28,"cut":false,"hidden":false,"merged":[]}
["23 Glossary Standards"]
["Purpose: Create shared language and standards for the project. Be sure to scroll down to review this tab in its entirety."]
[]
["Glossary"]
["Term / Acronym","Definition","Source / Owner","Notes"]
[]
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[]
[]
[]
[]
[]
[]
[]
[]
[]
[]
[]
[]
["Standards to Capture"]
["Standard Area","Examples","Project Standard / Notes"]
["Terminology","Role names, process names, system names"]
["Style","Tone, reading level, brand voice"]
["Accessibility","Captions, alt text, keyboard navigation, color contrast"]
["Assessment","Passing score, question style, attempt limits"]
["Completion","Required vs. optional, due dates, reporting"]
["Design","Templates, slide standards, interaction types"]
["Review","SME review, legal review, compliance review"]