Sections in the Analysis Phase

ISD Concept Map

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Task or needs analysis should be performed whenever there are new processes or equipment, when job performance is below standards, or when requests for changes to current training or for new training are received. An analysis helps ensure that training is the appropriate solution.

Compile Job & Task Inventory in Instructional Design

If you are doing a full scale analysis, then you might be asked to compile a Job list, Job Descriptions, and Task Inventory for each job. These assignments are not normally performed every time you analyze a performance problem. But they are essential to anyone involved in HRD, management, or performance as they set the standards for how a job is to be performed.

If the job and task inventories have already been compiled, then you should review and update them before moving on to the task analysis or needs analysis.

Job List

A job list is a compilation of all job titles associated with the system. Jobs are collection of tasks and responsibilities. A job is generally associated with the worker's title. Secretary, welder, and bookkeeper are jobs. A job consists of responsibilities, duties, and tasks that are defined and can be accomplished, measured, and rated. It is used as an employment tool for classifying work and for selecting employees.

Job Description

A job description is then obtained by performing a job analysis. This is the process of breaking down the complexity of a person's job into logical parts. It identifies the knowledge, skills, and attitudes required to perform the job correctly. It is often concerned with the subjective elements of a job — the expectations and attitudes.

When writing the Job Description, try to create a picture of the job that shows what will be expected of anyone fulfilling the position. Also, prepare a job description for each position. That is, you might have two sales positions, but some tasks may be different or are included in one position but not the other.

Task Inventory

A Task Inventory is compiled for each job in a department or system. A task is a function the jobholder performs, such as typing a letter, spot-welding a crack, or posting accounts into a ledger. A task is a well defined unit of work. It stands by itself. It is a logical and necessary action in the performance of a job or duty. It has an identifiable start and end point and results in a measurable accomplishment or product. It takes Skills, Knowledge, and Attitudes (SKA) to perform a task. Some jobs may only have a couple of tasks associated with them, while others will have dozens of tasks.

The following are characteristics of tasks:

"Adjust gears on a 10 speed bicycle" is a task statement. "Given a broken 10 speed bicycle and a tool kit, adjust gears. Bicycle must be operable." is an objective. "Practice good safety habits" is NOT a task statement...it cannot be measured. "Supervise personnel" is not a task statement. Use an action word to indicate what the jobholder performs, such as "Plans daily work schedule".

The task inventory consists of all the tasks that a jobholder requires to perform the job to standards. Each and every task performed by the job incumbent must be listed on the task inventory. It provides vital information about the skills, knowledge, and abilities required to perform a job. This information is valuable for developing employee selection procedures and training programs. For hiring, it informs the selection committee and applicant of what the job entails. For training purposes, it tells the developer what the job requires. It is also valuable for setting standards in performance appraisals and evaluating jobs to determine the correct pay level. Again, this document may already have been created. You should ensure that it truly represents the tasks being performed by the job holder, and that all the tasks are listed.

When writing the task, start each task with a verb, indicate how it is performed, and state the objective. For example: "Loads crates using a forklift." One way of getting a comprehensive list is to have the employees prepare their own list, starting with the most important tasks. Then, compare these lists with yours. Finally, discuss any differences with the employees, and make changes where appropriate. This helps to ensure that you have accounted for all tasks and that they are accurate. It also gets them involved in the analysis activity.

References

U.S. Army Field Artillery School (1984). A System Approach To Training (Course Student textbook). ST - 5K061FD92

U.S. Department of Defense Training Document (1975). Pamphlet 350-30. August, 1975.

Next Steps

Go to the next section: Task Analysis

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Read more about Tasks

Analysis Templates (contains several analysis templates)