Business Plan Document: Analyst: Date: PHASE 2: Data Collection BUSINESS PLAN ANALYSIS GUIDE LEARNING & DEVELOPMENT STRATEGIC PLAN Business Plan Document: Analyst: Date: ©2012 RAY SVENSON CONSULTING, INC. RAY SVENSON CONSULTING, INC. • 112 Two Mile Bridge Road • Roberts • MT • 59070 www.raysvensonconsulting.com • e-mail: ray@raysvenson.com Office phone: 406-446-1861 • Mobile phone: 406-425-4013 1

BUSINESS PLAN ANALYSIS GUIDE PHASE 2: Data Collection Interviewer: Position the interview as input to a new Learning & Development Strategic Plan for the business. 1. List business challenges, goals, strategies, and initiatives. 2. For each one, list the employee or customer groups that are likely to be affected. 3. For each affected group, what are the likely Learning & Development implications? 4. List interviewees who will be able to shed more light on these issues.

BUSINESS PLAN ANALYSIS GUIDE (cont.) PHASE 2: Data Collection Business Challenge, Goal, Strategy, or Initiative Employee or Customer Groups Affected Likely Learning & Development Implications Possible Sources of More Data