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THE FOUR LEVELS OF EVALUATION

              LEVEL                      KEY QUESTION                        METHODS of
                                                                             MEASURING
Level 1: REACTION: survey          Did the students react               Questionnaires
to participate on the course and   favorably to the course?             Interviews
the trainer + the intent or
potential of applying it
Level 2: KNOWLEDGE /               Did the students improve their       Pro-tests and post-tests
SKILL: results of exams or any     knowledge and skill as a result      Observations
work done during (the) training    of the course?
                                                                        Performance problems
                                                                        Simulations
Level 3: APPLICATION:              Are the students able to apply       Test or observations on
OTJ or output after training       what they learned to improve          the job, or under job-like
                                   their job performance?                conditions
                                                                        Survey of Managers
                                                                        Pre- and Post-Course
                                                                         Conversations (with
                                                                         supervisor) RE Adoption
Level 4: BUSINESS                  Did the results of the course        Performance records
RESULTS / IMPACT: the              have a favorable impact on           Cost analysis
key business objectives which      staff performance/business
                                                                        Overall Business Needs /
were met + how well the staff/     performance?
                                                                         Objectives Met
company’s performed improved
                                              BONUS
Level 5: RETURN ON                 Did the training intervention        Analyze the Impact (e.g.
INVEMENT (ROI): the                contribute/link to the company/       trend-line analysis)
financial return generated         business increase in profit?         Isolate the Effects of the
compared to the cost of the                                              Training (e.g. control groups)
intervention
                                                                        Convert Data to Monetary
                                                                         Values (e.g. using data from
                                                                         external databases, using his-
                                                                         torical costs, refer to hard data
                                                                         targets)
                                                                        Calculate “Program
                                                                         Benefits ÷ Program
                                                                         Costs” …and then “Net
                                                                         Program Benefits
                                                                         ÷Program Costs”


Created by: Michelle Buckland                   -1-                        Date Created: January 15, 2013

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The Four Levels of Training Evaluation + ROI

  • 1. THE FOUR LEVELS OF EVALUATION LEVEL KEY QUESTION METHODS of MEASURING Level 1: REACTION: survey Did the students react  Questionnaires to participate on the course and favorably to the course?  Interviews the trainer + the intent or potential of applying it Level 2: KNOWLEDGE / Did the students improve their  Pro-tests and post-tests SKILL: results of exams or any knowledge and skill as a result  Observations work done during (the) training of the course?  Performance problems  Simulations Level 3: APPLICATION: Are the students able to apply  Test or observations on OTJ or output after training what they learned to improve the job, or under job-like their job performance? conditions  Survey of Managers  Pre- and Post-Course Conversations (with supervisor) RE Adoption Level 4: BUSINESS Did the results of the course  Performance records RESULTS / IMPACT: the have a favorable impact on  Cost analysis key business objectives which staff performance/business  Overall Business Needs / were met + how well the staff/ performance? Objectives Met company’s performed improved BONUS Level 5: RETURN ON Did the training intervention  Analyze the Impact (e.g. INVEMENT (ROI): the contribute/link to the company/ trend-line analysis) financial return generated business increase in profit?  Isolate the Effects of the compared to the cost of the Training (e.g. control groups) intervention  Convert Data to Monetary Values (e.g. using data from external databases, using his- torical costs, refer to hard data targets)  Calculate “Program Benefits ÷ Program Costs” …and then “Net Program Benefits ÷Program Costs” Created by: Michelle Buckland -1- Date Created: January 15, 2013