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F1. Please indicate the percentage of currently active programs in which your
organization starts planning the evaluation process at each of the stages listed
below. Please circle the number corresponding to the appropriate percentage.
0%
1-19 20-39 40-59 60-79
Prior to program development 1
As the first step in program 1
development
During program development
1
After program completion
1
When training program results must
be documented
Evaluations are not implemented

80-100%
2
3
2
3

4
4

5
5

6
6

2
2
1

3
3
2

4
4
3

5
5
4

6
6
5

6

1

2

3

4

5

6

F2. Employee development programs are delivered for a variety of reasons and
have different levels of participation. Please indicate to the right the
percentage of your currently active programs that match the descriptions listed.
Please circle the number corresponding to the appropriate percentage. Respond to
all reasons that apply.
0%
1-19 20-39 40-59 60-79 80-100%
Employees are sent to the program 1
2
as a reward
All employees involved in an 1
2
3
activity or specific group attend the
program
Participants will acquire new 1
2
3
attitudes by attending the program
Participants in the program will be 1
2
able to perform at a set level
A change in organizational
1
2
3
outcomes will result from the
program

3

4

5

4

5

6

4

5

6

3

4

5

4

5

6

6

6

F3. Approximately what percentage of the employee training staff is involved in
evaluation? Please circle the number corresponding to the appropriate
percentage.
0%
1

1-19
2

20-39 40-59 60-79
3
4
5

80-100%
6

F4. Approximately what percentage of employee training budget is applied to the
evaluation? Please circle the number corresponding to the appropriate
percentage.
0%
1

1-19
2

20-39 40-59 60-79 80-100%
3
4
5
6

F5. Approximately what percentage of the employee training staff has formal
preparation in evaluation? Please circle the number corresponding to the
appropriate percentage.
0%
1

1-19
2

20-39 40-59 60-79 80-100%
3
4
5
6

F6. What percentage of the time do you isolate the effects of a training program
using the following methods? Please circle the number corresponding to the
appropriate percentage.
0%
1-19 20-39
Use of control groups
Trend line analysis
Forecasting methods
Participant estimate

40-59
1
1
1
1

60-79
2
2
2
2

80-100%
3
4
3
4
3
4
3
4

5
5
5
5

6
6
6
6

Supervisor estimate
1
2
3
Management estimates
1
2
3
Use of previous studies 1
2
3
Customer/client input
1
2
3
Expert estimates 1
2
3
4
Subordinate estimates
1
2
3
Calculating/estimating the impact of
other factors

4
4
4
4
5
4
1

5
5
5
5
6
5
2

6
6
6
6
6
3

4

5

6

Other methods used to isolate the effects of the program:
0%
1
1

1-19
2
2

20-39 40-59 60-79 80-100%
3
4
5
6
3
4
5
6

Comments:

F7. Circle the percentage of currently active training programs that must be
evaluated in order to receive continued funding.
0%
1

1-19
2

20-39 40-59 60-79 80-100%
3
4
5
6

F8. Financial expertise is available to support training evaluation if requested
from sources within the organization
(example: assistance with acquisition of outcome data such
as turnover, unit costs, etc.)
Yes

No

If yes, do you routinely use this financial expertise to
support training evaluation?
Yes
No
F9. How is employee development funded in your organization?
Separate training budget
Administrative budget and no chargeback for program attendance

Check only one.

Separate training budget and separate profit center
Administrative budget and some form of
chargeback for program attendance
Other:

F10. Is a written training evaluation policy in place in your
organization?

Yes
No
If “No“, skip to question F13.
F11. To what extent does your written evaluation policy guide the evaluation
process?
Please circle the number corresponding to the percent of use.
0%
1

1-19
2

20-39 40-59 60-79 80-100%
3
4
5
6

F12. Which levels of evaluation are covered by the written policy? Check all
that apply.
Level 1 (reaction)
Level 4 (organizational outcomes)
Level 2 (learning)
Level 5 (ROI)
Learning 3 (on-the-job application)

Other:

F13. Which criteria are important in selecting training programs for evaluation
at the return-on-investment level (Level 5)? Rank the following ten items
(including your specified “other“ item) in order of importance: 1 is most
important;
10 is least important. Please designate a ranking score only one time (e.g. only
one item should be ranked a 1, 2, 3, etc.).
Involves large target audience
Take a significant investment of time
Expected to have a long life cycle
visibility

Have high

Important to strategic objectives
Have a comprehensive needs assessment
Links to operational goals and issues
interest of top executives

Have the

Are expensive
Other:
F14. Which criteria would be most important in determining the most effective
method of calculating return on investment (ROI) of training? Rank the following
ten items (including your specified “other“ item) in order of importance. 1 is
most important;
10 is least important. Please designate a ranking score only one time (e.g.
only one item should be ranked a 1, 2, 3, etc.)
simple
economical
credible
theoretically sound
account for other factors

(e.g., isolate variables other than training)
be appropriate for a variety of programs
be applicable with all types of data
account for all program costs
have successful track record
Other:
F15. Training program evaluation information is routinely
reported to executive management in my organization.

No

Yes

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