An effective evaluation strategy is a critical component
of a successful training intervention, particularly where a competency-based
solution is mandated.
Four levels of evaluation are generally recognized in
the training industry, based on a model pioneered by Donald Kirkpatrick
in 1959. These levels are incremental in complexity, difficulty of implementation, and cost.
A Level 1 evaluation does not measure learning but captures
feedback about how participants felt about the training. Level 1 evaluations
are fast and easy to design and implement.
A well-designed Level 1 evaluation can provide valuable information
on the effectiveness of the training delivery. It captures participant
opinions on:
- course delivery (pacing, style)
- course content (sufficient content, appropriate content, clear explanations, etc.)
- training facilities and equipment
- course materials (participant guides, handouts, visuals, etc.)

A Level 2 evaluation measures the learner's success in
acquiring the skills and knowledge taught in a lesson or module. It
identifies which subjects or tasks the learner has mastered, and which
ones require more review and practice.
An effective Level 2 evaluation should measure all the
learning objectives for the lesson or module.
Evaluation activities should also align as closely as
possible to the learning objectives, particularly when the objectives
are performance-based. For example, if the objective is to have a learner
log on to a computer or put out a small kitchen fire, then the evaluation
activity should be to actually log on or put out a fire.

A Level 3 evaluation measures how the learner's on-the-job
behavior has changed as a result of a training intervention. It identifies
how well the learner has applied his/her new knowledge and skills to
the real-world tasks and environment.
Level 3 evaluations are understandably more challenging
to design and implement, requiring systematic appraisal of on-the-job
performance before and after training. The post-training appraisal should
take place only after learners have had sufficient time to master their
new skills and incorporate them into their on-the-job activities.

A Level 4 evaluation measures the impact of the training
on the organization's business goals by tracking and quantifying indicators
such as costs, production rates and quality, customer satisfaction,
and rates of employee turnover or absenteeism.
Because other factors can affect these indicators, it
is almost impossible to isolate the effect of training on business goals.
Nonetheless, informal and anecdotal evidence of changes can provide
valuable insights into the training program's effectiveness.

Evaluation instruments such as tests, quizzes, questionnaires,
surveys, and interviews can be used to measure:
- subjective learner response to instructors, facilities, and training
materials
- employees' abilities prior to training, in order to identify individualized
training needs
- employees' abilities upon completing a training intervention
- the success of an organization's overall training plan

Organizations should consider developing evaluation instruments
whenever a business issue or performance gap can be traced to insufficient
employee skills and knowledge.
A diagnostic evaluation instrument can help identify specific
performance gaps, which can then be addressed through training or
other performance support strategies.
Post-training evaluation instruments can help an organization
measure whether desired training outcomes have been achieved.
At the very least, a well-designed Level 1 evaluation
at the end of a training program can help assess instructor performance
and measure learner satisfaction with course content, pacing, and other
variables.
Effective evaluation instruments flow directly from your training
objectives, and should be updated whenever there is a change in an
organization’s business processes. This ensures that potential
new performance gaps are identified and addressed in a timely and
cost-effective fashion.

BrainWave team members have decades of experience in the design and
development of paper and electronic evaluation instruments as part
of larger training interventions.
We can design a range of customized evaluation instruments for your
organization, depending upon your budget and business objectives.
These include:
- Levels 1, 2, and 3 evaluations
- pre-course diagnostic questionnaires
- observation surveys/ behaviour scorecards
- interview guides and scripts
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