CRST study materials
CRST study resources

CRST key terms

CRST · Get comfortable with the vocabulary.

Training Needs Analysis (TNA)

A structured process for identifying the gap between current and required performance, then deciding whether training, or some other intervention, is the right remedy.

Related: Performance Gap, Task Analysis, Learning Objective
Performance Gap

The measurable difference between the results people currently produce and the results the organization needs, which may stem from skill, environment, motivation, or process causes.

Related: Training Needs Analysis (TNA), Root Cause Analysis
Organizational Analysis

The level of needs assessment that examines business goals, strategy, resources, and climate to confirm where training aligns with and supports organizational priorities.

Related: Training Needs Analysis (TNA), Task Analysis
Task Analysis

A close study of a job that breaks it into duties, tasks, and steps so trainers can determine the knowledge, skills, and attitudes required for competent performance.

Related: Competency Model, Learning Objective
Learner Analysis

Gathering information about the target audience, including prior knowledge, experience, motivation, language, and constraints, so instruction can be pitched and paced appropriately.

Related: Adult Learning Principles, Learner Characteristics
Competency Model

A defined set of the knowledge, skills, behaviors, and attributes that distinguish effective performers in a role, used to target training and assess readiness.

Related: Task Analysis, Behavioral Indicator
Learning Objective

A statement describing what learners will be able to do after instruction, expressed with observable action, conditions, and a standard of acceptable performance.

Related: Bloom's Taxonomy, Criterion-Referenced Test
Bloom's Taxonomy

A hierarchical classification of cognitive learning outcomes, from remembering and understanding through applying, analyzing, evaluating, and creating, used to set appropriate objective levels.

Related: Learning Objective, Scaffolding
Blended Learning

A program design that deliberately combines instructor-led and self-directed formats, such as classroom sessions with online modules, so each medium serves the objectives it suits best.

Related: Synchronous Learning, Asynchronous Learning
Adult Learning Principles

Guidelines describing how adults learn best, including relevance to real work, active involvement, respect for experience, self-direction, and immediate applicability of content.

Related: Andragogy, Learner Analysis, Motivation to Learn
Andragogy

The body of theory about teaching adults, emphasizing learner autonomy, experience as a resource, problem-centered orientation, and internal rather than external motivation.

Related: Adult Learning Principles, Motivation to Learn
Motivation to Learn

The learner's willingness and drive to engage with instruction, influenced by perceived relevance, expected success, value of outcomes, and the surrounding learning climate.

Related: Adult Learning Principles, Self-Efficacy
Self-Efficacy

A person's belief in their own capability to perform a specific task successfully, which strongly predicts persistence, effort, and willingness to attempt new skills.

Related: Motivation to Learn, Scaffolding
Scaffolding

Temporary support, such as prompts, models, or guided practice, that helps learners complete tasks they cannot yet do alone and is gradually withdrawn as competence grows.

Related: Zone of Proximal Development, Guided Practice
Zone of Proximal Development

The range of tasks a learner can accomplish with assistance but not yet independently, marking the most productive target for instruction and coaching.

Related: Scaffolding, Guided Practice
Guided Practice

Structured rehearsal of a skill with trainer monitoring and corrective feedback before learners attempt it alone, bridging explanation and independent performance.

Related: Scaffolding, Behavioral Rehearsal, Feedback
Behavioral Rehearsal

Practicing a target skill, such as a sales conversation, in realistic simulated conditions so learners build fluency and receive feedback before using it with real customers.

Related: Role-Play, Guided Practice
Role-Play

An instructional method in which learners act out realistic scenarios with peers or the trainer, then receive feedback on their approach, language, and handling of the situation.

Related: Behavioral Rehearsal, Feedback
Discovery Learning

An approach where learners derive principles and solutions from guided exploration of problems or examples, rather than receiving content through direct explanation.

Related: Problem-Based Learning, Facilitation
Problem-Based Learning

An instructional method that organizes learning around realistic problems learners must analyze and solve, developing reasoning and application alongside content knowledge.

Related: Discovery Learning, Case Method
Case Method

Instruction built around realistic scenarios that learners analyze and discuss, using the details to practice judgment, decision-making, and application of established frameworks.

Related: Problem-Based Learning, Facilitation
Consultative Selling

A sales approach in which the seller diagnoses the customer's situation and needs before proposing solutions, positioning the product as a response to an identified problem.

Related: Needs Discovery, Open-Ended Questioning
Needs Discovery

The structured questioning and listening phase of a sales conversation aimed at uncovering the customer's goals, constraints, priorities, and decision criteria before recommending anything.

Related: Consultative Selling, Open-Ended Questioning, Active Listening
Open-Ended Questioning

Asking questions that cannot be answered with yes or no, inviting customers to explain their situation in their own words and revealing information that closed questions would miss.

Related: Needs Discovery, Active Listening
Active Listening

Deliberately attending to a speaker's words and meaning, then confirming understanding through paraphrasing, summarizing, and clarifying questions rather than rehearsing a reply.

Related: Needs Discovery, Paraphrasing
Paraphrasing

Restating a customer's message in the listener's own words to confirm accuracy and signal attention, often used before responding with a recommendation or solution.

Related: Active Listening, Needs Discovery
Objection Handling

Responding to a customer's concern by acknowledging it, clarifying its real basis, and addressing it with relevant evidence rather than dismissing or arguing with it.

Related: Feature-Benefit Mapping, Needs Discovery
Feature-Benefit Mapping

Translating a product's factual characteristics into the specific advantages and outcomes that matter to a particular customer, given the needs already identified.

Related: Objection Handling, Product Knowledge
Product Knowledge

Accurate understanding of what a product does, how it works, its limits, pricing, and competitive position, sufficient to answer customer questions truthfully.

Related: Feature-Benefit Mapping, Compliance
Facilitation

Guiding group learning through structured activities, questions, and discussion rather than lecturing, so participants generate and own much of the insight.

Related: Discovery Learning, Questioning Technique
Questioning Technique

The deliberate use of open, probing, redirecting, and closed questions to stimulate thinking, check understanding, and manage participation during a session.

Related: Facilitation, Active Listening
Presentation Skills

The ability to deliver content clearly and engagingly through organized structure, audible and varied voice, purposeful body language, and effective visual support.

Related: Facilitation, Time Management
Time Management (in Delivery)

Planning and pacing a session so every objective gets adequate attention, transitions are efficient, and the schedule absorbs questions and activities without overrunning.

Related: Presentation Skills, Lesson Plan
Lesson Plan

A written outline of a session's objectives, sequence of activities, timing, materials, and methods, used to keep delivery focused and consistent across trainers.

Related: Learning Objective, Time Management (in Delivery)
Feedback

Specific, timely information about observed performance that tells the learner what was effective, what needs changing, and how, in a way they can act on.

Related: Behavioral Rehearsal, Coaching
Coaching

An ongoing, goal-focused relationship in which a trainer or manager uses observation, questioning, and feedback to help a performer improve and sustain new behaviors on the job.

Related: Feedback, Transfer of Training
Behavioral Indicator

A concrete, observable action used as evidence that a competency or standard is being met, making subjective qualities measurable during assessment.

Related: Competency Model, Rubric
Rubric

A scoring guide that lists performance criteria and describes levels of quality for each, allowing consistent, transparent judgment of learner work or demonstrations.

Related: Behavioral Indicator, Criterion-Referenced Test
Criterion-Referenced Test

An assessment that judges each learner against a defined performance standard rather than against other learners, showing whether the objective was actually met.

Related: Learning Objective, Rubric
Kirkpatrick Model

A four-level framework for evaluating training through reaction, learning, behavior, and results, moving from immediate participant response to organizational outcomes.

Related: Return on Investment (ROI), Transfer of Training
Return on Investment (ROI)

A financial comparison of the monetary benefits of a training program against its total costs, usually expressed as a percentage of the investment recovered.

Related: Kirkpatrick Model, Transfer of Training
Transfer of Training

The extent to which knowledge and skills learned in a program are actually applied and sustained in the learner's real job performance after the session ends.

Related: Coaching, Kirkpatrick Model
Continuous Improvement

The ongoing cycle of measuring program results, identifying weaknesses, adjusting design or delivery, and re-measuring to raise effectiveness over successive iterations.

Related: Return on Investment (ROI), Kirkpatrick Model
Compliance

Conforming training content, claims, and practices to applicable laws, regulations, and internal policies, including accurate representation of products and fair treatment of learners.

Related: Product Knowledge, Confidentiality
Confidentiality

Protecting learner and customer information gathered during training, such as assessment results or sales data, from unauthorized disclosure or misuse.

Related: Compliance, Feedback
Trainer Objectivity

Assessing and coaching learners on evidence of performance rather than personal preference or bias, so judgments remain fair, consistent, and defensible.

Related: Rubric, Behavioral Indicator