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Sales TNI Form

The Training Needs Analysis (TNI) Form is designed for assessing training requirements for employees in sales and advisor roles, categorized by their level (Junior, Mid, Senior). It includes sections for employee information, role-specific competencies, learning preferences, development priorities, and optional manager input. The form aims to identify skills to develop, preferred training methods, and areas for performance improvement.

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bhavisha.abc147
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63 views2 pages

Sales TNI Form

The Training Needs Analysis (TNI) Form is designed for assessing training requirements for employees in sales and advisor roles, categorized by their level (Junior, Mid, Senior). It includes sections for employee information, role-specific competencies, learning preferences, development priorities, and optional manager input. The form aims to identify skills to develop, preferred training methods, and areas for performance improvement.

Uploaded by

bhavisha.abc147
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Training Needs Analysis (TNI) Form

For Sales & Advisor Development | Categorized by Role Level

Section 1: Employee Information


Name

Department

Designation

Location

Role Level

Manager's Name

Select Role Level: ☐ Junior ☐ Mid ☐ Senior

Section 2: Role-Specific Competencies


Please rate the following competencies on a scale of 1 (Low) to 5 (High):

Competency Rating (1-5) Comments

Product Knowledge

Client Relationship
Management

Sales Pitch & Presentation

Market Intelligence

Objection Handling

Negotiation Skills

Digital Tools & CRM Use

Compliance & Regulatory


Understanding

Strategic Selling (Senior


Level)
Leadership & Team
Management (Senior Level)

Data-Driven Decision
Making (Senior Level)

Section 3: Learning Preferences


Preferred Mode of Learning ☐ In-person ☐ Virtual ☐ Self-paced

Preferred Duration ☐ Short (1-2 hrs) ☐ Medium (Half-day) ☐


Long (Full-day)

Training Language Preference

Section 4: Development Priorities


List top 3 skills you wish to develop in the next 6 months:

1. 1.
2. 2.
3. 3.

Any upcoming roles or projects that require training support?

Section 5: Manager’s Input (Optional)


Key areas of improvement observed

Recommended training type

Support required for performance


upliftment

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