The Training Briefing Questionnaire

Turn “we need training” into a clearer brief with The Training Briefing Questionnaire. This practical resource helps you explore the problem, understand the learners and agree on expectations before you start designing.

Designed for L&D professionals, HR teams and consultants, you can send it ahead of time or use it to guide a live conversation with the person requesting training.

What’s Inside?

✅ Seven question sections covering goals, participants, business context, previous attempts, measurement, follow-up support and practicalities ✅ Space to capture answers and add your organisation’s own questions ✅ Prompts to explore barriers that training alone may not solve ✅ A summary table to confirm outcomes, methods, responsibilities, budget and scope

Why Use This Questionnaire?

• Understand the problem behind the training request

• Ask about previous attempts before repeating them

• Agree on what success looks like before designing

• Clarify how managers will support learning afterwards

• Capture decisions and reduce misunderstandings about scope

Ready to start with a clearer brief? Download The Training Briefing Questionnaire and bring more structure to your next stakeholder conversation.