This document outlines a data collection plan to evaluate a program across 5 levels: 1) reactions/satisfaction and planned actions, 2) learning, 3) application/implementation, 4) business impact, and 5) ROI. For each level, it identifies the broad program objectives, measures, data collection methods/instruments, data sources, timing, and responsibilities. It also includes spaces to record baseline data, comments, and an ROI analysis plan identifying data items to measure, methods to isolate program effects, how to convert data to monetary values, cost categories, intangible benefits, communication targets, and other issues during application.

1. Data Collection Plan
Program:______________________________ Responsibility:_________________________ Date:____________
Data Collection
Level Broad Program Objective(s) Measures Method/Instruments Data Sources Timing Responsibilities
REACTION/SATISFACTION
1 and PLANNED ACTIONS
LEARNING
2
APPLICATION/
3 IMPLEMENTATION
BUSINESS IMPACT
4
ROI
5 Baseline Data:____________________________________________________________
Comments:_________________________________________________________________
___________________________________________________________________

2. ROI Analysis Plan
Program:______________________________ Responsibility:________________________ Date:____________
Methods for
Isolating the Methods of Other
Data Items Effects of the Converting Data Communication Influences/
(Usually Program/ to Monetary Cost Intangible Targets for Final Issues During
Level 4) Process Values Categories Benefits Report Application Comments