Creating a training plan? Before you do this, you need to step a step back and work out what your colleagues need to learn. Why? Well, otherwise, you risk developing a training plan that overlooks the areas where people really need to skill up.
A well-developed training is that it lets you focus your skills, as a trainer, and match the training course to the audience. Most managers develop a Target Audience Questionnaire.
Download: Target Audience Questionnaire
Download: Target Audience Questionnaire
What is a Target Audience Questionnaire?
This Audience Analysis Questionnaire is for a Training Plan.
Audience Analysis is used to profile, i.e. learn about, your target audience, so that you can then offer better products, services, training, books or whatever… that match their specific requirements.
See: Audience Analysis Templates
This is different than gathering requirements, which is more a wish list, of what people want.
Audience Analysis is a snapshot of what your users/readers/viewers etc are doing here and now.
Marketing plans also use these to get an better understanding of how to segment their audiences.
For technical writers and trainers, you can use this Target Audience Questionnaire when developing your next set of documents or training plan.
What’s important is that you see the value in this activity.
The more you know about your target audience, the more likely your material will suits their needs.
See: Business Requirements Template and Functional Requirements Specification
Template
So, let’s get started.
What goes into a Target Audience Questionnaire?
You need to cover four sections in your questionnaire: document details, objective, experience, tasks.
1. Document Details
The first page of the questionnaire—usually near the header—captures information related to the actual document, for example, the name of the course, the
individual, date, and department. Depending on your project, you may want to adjust this to suit your needs.
Some technical writers use version controls on their documents, as well as the document’s status, for example, Draft, Revised, Final or Approved.
Course:
Name:
Date:
Department:
2.Objectives
In the objective
section, describe the goal of this questionnaire.
-
Who are the
project stakeholders for this project? -
Who is been asked
to complete this questionnaire? -
What is your
motive for doing this? -
What is the
benefit to the reader? -
When does this
questionnaire need to be completed by? -
Where will the
information be kept, share, distributed, and archived? -
Why should the
reader/user/employee complete this questionnaire? Is it compulsory?
Is there a date by when this must be completed? -
How does this
questionnaire fit into the company’s overall strategy?
Sample text:
“To help us provide
the most appropriate the training to our employees—so you have the
necessary skills, knowledge and confidence in your own abilities—please
study the following questions and answer them to the best of your
abilities.”
The questionnaire
must be completed by [date].
The questionnaire is
approved by the [project board].
Contact [identify the
person] if you have any queries about this questionnaire.
3. Level of Experience
Identify your level
of expertise with these tools based on a scale of 1 to 5.
(1=No Experience;
5=Extremely Experienced).
1. Adobe
Acrobat (not Acrobat Reader)
2. Adobe
FrameMaker
3. AuthorIT
4. DocBook
5. DocToHelp
6.
DreamWeaver
7. Epic
Editor
8. ForeHelp
9. Interleaf
10. MadCap
Blaze
11. Madcap
Flare
12. Microsoft
Excel
13. Microsoft
Visio
14. Microsoft
Visio
15. Microsoft
Word
16. RoboHelp
17. Techsmith
Camtasia
18. Techsmith
Snagit
19. WebWorks
20. XML editor
4. Tasks & Activities
Please indicate all
answers that are applicable to your role.
1. How often are you
asked to provide [technical documents/status reports/management reports
etc]?
(a) Several times
a day(b) Several times
a week(c) Several times
a month
2. What format (s) do
you provide the information in?
Charts
Diagrams
Documents
Maps
Pivots tables
PowerPoint
Verbal
3. What is the nature
of these requests? (If possible, please provide examples of each item
indicated)
(a) Summary (e.g.
totals, averages, status etc.)(b) Detailed
(specific lists, inquiries regarding specific projects, documents,
releases etc.)(c) Operational
(d) Analytical
(e) Other (this
may include revisions, merging, editing, publishing, translating,
re-formatting, printing etc)
Once you have these
in place, you can then begin to write your documents or start developing
that training plan.
Does that make sense?
What do you think?
How can I improve
this plan and make it better?
Download these
Templates
Business Requirements Template
Functional Requirements Specification Template
Want to learn more?
The Audience Analysis Template includes a 30 page MS Word template and an MS Excel spreadsheet with 130 entries.
Use this template to learn more about the target audience for your projects and what they want to achieve, for example, read your user
guide, visit your website or buy your product.

The worksheets
include 130 points you can use to capture demographic date so
that you have a more holistic view of their wishes, desires, fears, and
preferences.
This template will help
you understand:
- How your
audience benefits from your product, service, or project. This
can range from a user guide, marketing plan, product release to a
strategy plan or policy document. - The results you
want to achieve for the target audience? For example, to update
their skills, help them increase their knowledge of your product,
improve work attitudes, change behaviors, or learn more about your
products. - The current
attitude towards your products/services. - The most effective
way to collect data on the target audience’s skills, knowledge,
disposition, behaviors, habits, status, culture, and work
conditions. - Identify the gap
between the current state (where you are now) and the desired result.
- Determine the
target audience’s level of interest in or motivation for using
your product or service. - Capture their
preferences for giving and receiving information. - Use this template
to create a target audience profile (TAP) of your business.
You can use this information gathered to make decisions regarding
sales, marketing, branding, and communications.

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Screenshots
These are screenshots of some of the templates included in this template pack.






Table of Contents
1 Introduction
1.1 Overview
1.2 Purpose
1.3 Background
1.4 Scope
1.5 Methods used
1.6 Assumptions
1.7 Constraints
1.8 Risks
1.9 Points of Contact
2 Audience Types
3 How to Determine your Audience
3.1 Knowledge
3.2 Needs
3.3 Other Characteristics
4 Common Issues
4.1 Multiple Audiences
4.2 Variability
5 How to perform the Audience Analysis
6 Audience Analysis Worksheet
6.1 Audience Identity
6.2 Attitude and Personality
6.3 Result
6.4 Expectations
6.5 Current State
6.6 Gap Analysis
6.7 Solution
6.8 Benefits
6.9 Costs
6.10 Prerequisites
6.11 Audience Profile Demographics
6.12 training
6.13 outcomes
6.14 situational audience analysis
6.15 reading characteristics
6.16 cultural characteristics
7 Appendix A: Acronyms, Abbreviations & Definitions
8 Appendix B: Related Documentation
What file formats are the templates in?
The templates are in Microsoft Word and Excel format and work on Word 97, 2003 and 2007 as well as Apple Macintosh computers.
The file formats are .doc and .xls.
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After you make the payment, you are automatically sent to a Download page from where you can save
the templates to your PC.
What is the license agreement?
You can change any part of the templates that you
wish.
You can remove all logos and references to Klariti,
for example, the logo on the cover page.
You can share the templates with your colleagues
and re-use them as you need.
The only real restriction is that you cannot sell,
rent or license these templates as though they were your own. These
templates are for you —and your colleagues — usage only.
You can read the full license Agreement here
What is the refund policy?
We offer a 60 days refund policy.
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Of course. You can contact me at ![]()
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