1. 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 •
Office phone: • Mobile phone: 1

2. 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.

3. 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