TRAINING NEEDS ASSESSMENT: 12 QUESTIONS EDITABLE EXAMPLE — not a validated scale or automatically installed template. PARTICIPANT INTRODUCTION EXAMPLE We are collecting views about spreadsheet use to understand training needs and participation conditions. Your responses will help us plan the content and delivery. Participation is voluntary. Please do not include names or contact details in open answers. Complete the organisation, data-use purpose, recipients, retention and contact information for your actual study. This introduction is not a substitute for the research-specific participant notice. 1. Which group best describes you in this survey? Format: Single choice Options: Employed / Self-employed / Student / Not currently working / Another group / Prefer not to say Researcher note: Compare needs between groups only if that comparison will affect the decision. For internal research, use broad role groups instead. 2. On how many days in the last 30 days did you organise data or perform calculations in a spreadsheet? Format: Single choice Options: None / 1–3 days / 4–7 days / 8–15 days / 16 or more days / Cannot remember Researcher note: Understand recent use. People who use spreadsheets often and those who are beginning may need different support. 3. How confident are you that you could filter spreadsheet data by a chosen criterion without help? Format: Single choice Options: 1: Not at all confident / 2: Not very confident / 3: Somewhat confident / 4: Very confident / 5: Completely confident / I am not familiar with this task Researcher note: This is a self-assessment of one task, not a skill test. Keep “not familiar” outside the numeric scale. 4. Which spreadsheet tasks did you find difficult in the last 30 days? Format: Multiple choice Options: Organising data / Formulas or calculations / Filtering / Creating charts / Sharing a file / Another task / None / I did not use spreadsheets in this period Researcher note: “No difficulty” and “did not use” have different meanings. Explain that they should not be selected with task difficulties and review conflicting selections. 5. What is the most important topic you would want to learn in training on this subject? Format: Single choice Options: Organising data / Formulas or calculations / Filtering / Creating charts / Sharing a file / Another topic / I do not currently want training on this subject / Not decided Researcher note: Read the preference alongside experienced difficulties. A preference and a need are not identical measures. 6. In the last six months, was there training on this subject that you wanted to attend but could not? Format: Single choice Options: Yes / No / Cannot remember Researcher note: Identify an actual participation barrier. “No” does not mean the person has no training need. 7. Think of the most recent training you could not attend. What was the main reason? Format: Single choice; show only if Q6 = Yes Options: Session time / Cost / Transport / Language / Internet or device access / Work or caring responsibilities / Another reason / Prefer not to say Researcher note: This concerns a past experience. Other Q6 responses skip directly to Q8. 8. If you considered this training, which format would suit you best? Format: Single choice Options: In person / Live online / Online material I can use in my own time / A mixture of in-person and online sessions / No preference / Not decided Researcher note: A delivery preference does not prove that one format produces better learning. 9. At which times could you attend a live training session? Format: Multiple choice Options: Weekday morning / Weekday afternoon / Weekday evening / Weekend morning / Weekend afternoon or evening / I cannot currently make time for a live session / Do not yet know Researcher note: Replace broad periods with concrete times if needed. Do not count “cannot” or “do not know” as available time slots. 10. Which conditions could make it difficult for you to attend the planned training? Format: Multiple choice Options: Session time / Cost / Transport / Language / Internet or device access / Work or caring responsibilities / Missing accessibility arrangements / Another condition / I do not currently expect a barrier / Do not yet know Researcher note: This concerns possible future barriers, unlike Q7’s past experience. 11. Apart from training, which support would most help you with spreadsheet tasks? Format: Single choice Options: A short practical guide / A ready-to-use example file / A person I can ask for help / Access to suitable software or a device / Time set aside to practise / Other support / I do not currently need additional support / Do not yet know Researcher note: The response may suggest equipment, workflow or practical support rather than a course. 12. Would you like to describe a task you want to make easier, or suggest something not covered here? Format: Optional open text Options: Please do not include names, contact details or information identifying other people. Researcher note: Read responses in context. Repeated words alone are not a sufficient basis for a recommendation. PREVIEW AND ANALYSIS Test every conditional path. Keep researcher notes out of the participant questionnaire. Review conflicting multiple-choice selections. Show the usable base for each question; do not score inapplicable or unrateable answers as zero or as the midpoint. 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