Assess

Before you even think about fixing anything, you have to understand what's wrong.
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A needs assessment is the process of gathering and analyzing data to identify the gaps between the current state and desired state of a program. You have to understand the problem your program aims to address before building.

You donโ€™t want to build a program on vibes. VIBES DON'T MEET KPIs.

๐Ÿ•ต๐ŸพGo through the gaps yourself

The easiest way to learn about gaps is to try things out yourself.

If your program is about a workflow, literally go through the workflow as if you were a user. If your program is about financial aid, research what existing resources are available.

Understand, for yourself, what the friction points are before you start talking to people about it.

๐Ÿค” Identify who to interview

Make sure you're talking with people who have skin in the game; your users, customers, clients, students, besties, etc.

So, if your program is about high school Seniors, you should be talking to students, teachers, parents, and college counselors.

๐Ÿ““ Determine your data collection process

What's your plan for capturing the feedback of your users?

Asynchronously via an emailed survey where you can quickly view results? Through handwritten notes during a 1:1 call? Recorded voice notes?

The options are endless, just make sure the process is easy for you and your users.

โœ๏ธ Ask the same 2-3 questions

The easiest three questions to ask are: what's working, what's not, and what can we build to support you?

By asking the same questions in your interviews, you'll ensure that you're comparing data in a standardized way.

๐Ÿ‘ฏ Group thematically

As you get more feedback, take a look at the data and group similar responses based on themes.This can help you determine program goals.

For example, say you interviewed 15 Seniors and 5 of them said they didnโ€™t know where to apply for college scholarships. Thatโ€™s a pattern! A related goal could be to โ€œcreate a repository for local scholarships.โ€

Figma

SOFTWARE
Organize and group feedback on a central, shareable canvas.

Airtable

SOFTWARE
Create a form and gather user responses asynchronously.
TEMPLATE
Get a better understanding of your audience with commonly asked questions.
TEMPLATE
Use this basic template to start your needs assessment and find themes among responses.
Next up: Plan