Made for Corporate Trainers
Diagnose the Real Performance Problem Before Building Training
Also useful for: people in Education
Turn an unclear training request into a defensible performance diagnosis before time and credibility are spent building the wrong solution.
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Use this when
Use this when someone asks for training because results are weak, errors are rising, a process has changed, or people aren't following an expected behavior. It is especially useful before you agree to a course, set objectives, or estimate development time.
You'll need
- Training request
- Affected groups
- Expected performance
- Current evidence
- Work conditions
- Business stakes
- Constraints and stakeholder positions
You'll get
- One observable target behavior, a documented gap between expected and current performance, a clear separation between evidence and assumptions, ranked causes, and a recommendation that explains whether to train, redesign the work, or combine both
- You also have focused follow-up questions for any uncertainty that could change the decision.
By the end of this playbook
You will have:
- One observable target behavior, a documented gap between expected and current performance, a clear separation between evidence and assumptions, ranked causes, and a recommendation that explains whether to train, redesign the work, or combine both
- You also have focused follow-up questions for any uncertainty that could change the decision.
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
A sales director asked me to build refresher training because CRM records are incomplete before pipeline reviews. Account managers are expected to complete six fields and add a next step by Thursday at 4 p.m. Four reports show 61 to 72 percent completion. The CRM changed six weeks ago, the job aid is outdated, mobile access hides two fields, and managers use different definitions of complete. The director wants training in three weeks.
Sample assembled prompt
Executive diagnosis: The evidence confirms a... The strongest causes are inconsistent expectations,... Target behavior: Account managers complete six... Thursday, before the Friday pipeline review. Recommendation: Use a combined response. First, align managers on one completion... Then deliver a short practice session... Don't build a broad refresher... Validation: Compare completion rates by device,... Interview a small sample of high...