Environmental and Individual Discovery Template

This discovery worksheet gives practitioners a clear, structured way to identify what is really causing a performance problem. Built on the foundations of Thomas Gilbert’s Behaviour Engineering Model, and refined for the realities of day to day L&D work, it helps you quickly determine whether the issue sits primarily in the environment or with the individual. The template guides you through six essential factors, three environmental and three individual, and highlights the questions to ask and the types of answers that signal genuine blockers. It is a practical diagnostic tool that supports faster, more confident decision making.

You can use this worksheet at the start of any request, during stakeholder conversations, or as part of a structured needs analysis. It allows you to surface missing information, broken processes, unclear expectations, skills gaps, motivational issues, or wider organisational constraints before committing time and resources to a solution. By working through the prompts, you build a clearer picture of the true performance landscape, enabling you to focus your effort where it will have the greatest impact. This resource turns a complex analysis into a simple, repeatable step that strengthens evidence informed, performance first L&D practice.

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