The needs analysis phase is a vital first step in the knowledge management framework. During this phase, you collect as much data and information as possible in the effort to implement the right solution for your organization. This data enables you to put together a comprehensive picture of the issues facing your organization. This needs analysis will provide context for the development of your knowledge management strategy.
During this stage of the knowledge management framework, you need to ask yourself some carefully crafted questions to help provide focus for what actions need to be taken. The following questions can be used to guide your thinking.
- What is the purpose of knowledge management?
- Why does my organization need a knowledge management program?
- What does the research say about the effect of knowledge management programs in organizations like ours?
- What organizational gaps will be filled by sharing knowledge? How will this program make us better?
- What obstacles might exist with this program?
- How might a knowledge management system improve existing processes and procedures?
- Is this program in line with our strategic goals?
- Will this program better enable us to reach our organizational goals?
Thorough answers to these questions will help direct your thinking. Most importantly, the answers you provide will enable you to determine what course of action to take when implementing your knowledge management program. Remember, a knowledge management program needs to be tailored to your organization’s needs. Answering the above questions will help give you some insight on how you can customize this program for your organization.
How Do I Conduct A Needs Analysis?
There are five essential steps to conducting a needs analysis:

In the Define Your Research stage, you need to examine what’s out there. How have other organizations like yours implemented knowledge management? How has the system impacted these businesses? You also need to do some thorough inside research by collecting data from internal customers (employees, management, customers etc.).
The Collect Data stage is all about getting the information you need to make the argument for a knowledge management program. This information can be acquired through a variety of methods, such as:
- Interviews
- Surveys
- Focus Groups
- Discussions
The Analyze Data stage helps you figure out how to implement your knowledge management program. For example, after analyzing the data, you can see that you need to focus your program on more IT-based solutions. This data might even indicate what kind of IT solution to implement. (For example, maybe you need an IT solution that allows for collaborative work within a document, rather than a social networking platform.)
The Present What You Have Found stage allows you to put what you have found into a cohesive package for the purposes of sharing and presenting your recommendations to others within the organization. This stage simplifies and explains your research in the effort to gain support for your initiative.
The Plan for the Future stage is a call for action. You can now make an informed decision of where to go from here.