Step $1$: Review Training Goals

Before you design the evaluation, review the goals of the training program. What training needs are being addressed? What are the training objectives and learning outcomes? What else do stakeholders expect from the program? You can find this information in your needs assessment plan, needs assessment report, and your program proposal.

Step $2$: Design the Evaluation

Draft the evaluation plan by addressing each of the sections below.

Training Outcomes

Training Outcomes $-$ Use the template to identify the specific outcomes at each of the four levels of Kirkpatrick's model that you would measure. Identify at least two outcomes per level for a total of $8$ outcomes.

Example $-$ One of the two outcomes at Level $1$ should relate to the net promoter score of your program.Training evaluation outcomes table

Assessment Method $-$ How would you measure each of these $8$ outcomes? Identify the assessment method you would use to collect data about each outcome. Briefly explain how the measurement tool relates to the training need and training objectives.

Example $-$ You could use a post$-$training self$-$report survey to collect the data you need to calculate the net promoter score. You could prepare physical copies of the survey as well as an online version through Qualtrics.

Performance Criteria $-$ What performance criteria would you use for each outcome to determine whether trainees learned and transferred learning to the job and the organization enjoyed a return on its investment? In other words, identify the goal or the point at which you can say that your program was a success.

Example $-$ You could aim for a net promoter score that is $1\%$ higher than the previous session until $95\%$ is reached.

Evaluation Design

Which evaluation design is best for your program? Explain how this approach will be used to evaluate your program.

Defend your recommendation by discussing the strengths and weaknesses of this design in the context of your training program.

How can the data from this design be used to improve the program and the evaluation process? In other words, what conclusions can be drawn and what conclusions cannot be drawn?

Evaluation Tool

Develop an evaluation tool that assesses Level $1$ and Level $2$ training outcomes. Levels $3-5$ are best measured after the training program, and you should have described how you will measure these outcomes in the previous section. You can use Qualtrics $($recommended$),$ Microsoft Word, or other technology to create the evaluation form.

The format of the instrument should be clean and well$-$structured, and the instructions should be clear. The items should be clearly linked to and relevant to the training outcomes and program design. See examples of evaluation forms from the National Endowment for Financial Education Download National Endowment for Financial Education and the Southwood Case Study.

Remember to include an item for calculating the Net Promoter Score!

In the report, describe the evaluation form.

Appendix C $-$ Include the evaluation form in Appendix C after the references page of your proposal. Take a screenshot of the completed Qualtrics survey and paste it in the appendix, or build the survey directly in the Microsoft Word document.

Conclusion

Summarize the main ideas of the entire proposal, including the needs assessment plan, the needs assessment report, the program design proposal, and the new evaluation plan.

Summarize the strengths of your proposal, including its alignment with the organization$$s business strategy and culture.