Thursday, November 8, 2012

Whole Foods: Performing a Needs Assessment



Stakeholders from which to receive buy-in

Customers: Whole foods is pretty expensive so it would not be where it is today without the support of the customer

Environmentalists: Whole foods is known for its environmental efforts and organic food as well as unconventional food efforts.

Associates and Managers: The employees and managers have to love their jobs in order for the company to be a success.

Trainers: These professionals are responsible for keeping employees current in their profession.

Questions to Ask

Ask the trainers: Do you have enough money to for training materials?
                           Do you have the support of the organization?
                           How do you identify which employees need training or additional
                                   training?
                            In what tasks should the employee be trained?

Supervisors:    For what jobs can training make a difference in product quality and/or  
                        customer service.

Managers/owners: Does this company have the employees with the skills necessary to
                                 compete in the market place?
                              What facets of the business need more training than the others? How
                                   do you know?
                               Are there any threats to you talent base? What are they?

Employees:   Do you know the basics of your job?
                      Do you feel like there are any areas of your job that you do not know?

Customers: How is the customer service and quality of goods with this company?
                   If you could change anything about this company what would it be? Do you
                     think it could benefit for additional training?


Documents or Records: 

The documents or records that I would ask to see are the average daily sales per department. I would ask to see yearly sales figures and tie those sales figures into customer satisfaction surveys. I would also ask for the summary of focus group sessions. Lastly, I wold ask to see employee training records and secret shopper data and sanitation grades.

Techniques:

First of all I would use observation because it generates data relevant to the work environment and minimizes the interruption of the employees' work. Then I would employ questionnaires because data from questionnaires can be easily summarized as long as the proper questions were asked. Moreover, depending on the data obtained, I would conduct random  interviews to clarify data points and unexpected issues that may arise. Lastly, I would use focus groups to explore any issues interviews may bring up.

In conclusion, a needs assessment is necessary because training may be incorrectly implemented as a solution to a performance problem. Also, sometimes the method of training is not in line with the objectives. In parallel, some employees may be sent to training programs for which they have not yet acquired the appropriate skills. Lastly, a needs assessment analysis is important because it can save money by aligning training to the expected outcomes and thus can save the organization a lot of money in unnecessary training.


6 comments:

  1. Would you be looking at the chain as a whole or a specific location?

    The culture and what is in the surrounding areas can vary largely per store.

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  2. Greetings Marcus.

    Your comment, “the employees and managers have to love their jobs in order for the company to be a success” is an interesting one. Unless a person works for themselves, I do not believe that anyone actually loves their job. If that were true, then they would work for free. Perhaps the managers and employees must be motivated enough to do the job to make the company a success. But that is another topic.

    I like your idea to conduct a needs assessment to determine if training is the correct intervention for the performance issue. You also noted that sometimes the participants are not prepared for the training which makes can waste resources and not resolve the issues.

    Reviewing the average daily sales reports, yearly sales figures, customer satisfaction surveys, focus group summaries, training records, and secret shopper data is a good approach. However, a good software program and/or analysis tools are needed to cross reference the data , determine how it relates to each other, and to determine viable solutions.

    I am currently learning a program called MicroStrategy that does exactly this. You can dump all of the data into MS Excel files and MicroStrategy will make the correlations for you with a little programming.

    Do you have a preferred method of analyzing data?

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  3. Marla,

    Thanks for you response. I like your suggestion to have a computer program to analyze all of the data. I am very green at this idea. Do you have any suggestions? I was thinking more like Excel.

    Also, people have to love their jobs. There are some jobs that I would have done for free. Perhaps love is a strong word. Maybe I should say that the person has to have common knowledge of what their job expectations are. Thanks.

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    Replies
    1. Sidebar: I am a newlywed. I am going to tell my husband that "I have a common knowledge of my expectations of being a wife, that's why I married you". I am joking, but he would probably appreciate that.

      MS Excel is a great tool for organizing data, but more sophisticated tools like MicroStrategy actually help you analyze the data by cross referencing multiple MS Excel worksheets, for example. But a tool like this is not necessary if you are a trained analyst or are presenting a fairly simple causal analysis.

      Delete
  4. Helen,

    Good Question! I would start off at one store and then more than likely do a sampling of stores throughout their market across the country. Thanks.

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  5. Marcus,
    Great post and great approach to the needs assessment.
    I liked the questions that you asked to different stakeholders.
    As I understood it, you will be performing a needs analysis that will support job training to improve the overall performance of the company. If so it is a great idea.
    I notices that you have asked the trainer whether they have the necessary funds to proceed with the training. Isn't this a question that should be asked to the managers or owners since they are the ones responsible for budgeting?

    ReplyDelete