Evaluation, Resourcing, & ROI banner


Kirkpatrick ModelA Complete Guide to the Kirkpatrick Model of Training Evaluation

If you’ve looked into evaluating training or improving the way you’re currently evaluating training, you’ve undoubtedly stumbled across the Kirkpatrick Model during your research.  In case you haven’t, here’s a quick overview:  There are four levels of evaluation in the Kirkpatrick Model, and each level progressively informs program managers how successful a training event or initiative has been. 

10-step ROI Methodology10 step ROI Methodology

The Phillips ROI Methodology is a step-by-step credible process that meets the need to show the value used by organizations all over the world. The methodology is a simple to use and proven process that will generate a balanced set of data that is believable, realistic and accurate – particularly from the perspective of sponsors and key stakeholders. To allocate funds to programs, projects and improvement initiatives that deliver the highest value you must have a method that credibly proves or “shows” the value. The ROI Methodology is a balanced approach to measurement that captures six types of data:

  1. Reaction and Planned Action – Level 1
  2. Learning – Level 2
  3. Application and Implementation – Level 3
  4. Business Impact – Level 4
  5. Return on Investment – Level 5
  6. Intangibles

Relationship Among MeasurementRelationship among Measurement, Assessment, and Evaluation.. What Is It?

Although teaching, learning, and assessment have been there since forever, people still have dozens of misconceptions regarding them. There are just too many terms with the same meaning, or that’s what some might think!

ERIC - Implementing Performance AssessmentsImplementing Performance Assessments in the Classroom

One of the benefits of performance based assessment is its allowance for the teacher to gather information about how the student understands and applies knowledge. In this Digest, the basic steps a teacher should take to plan and execute effective performance-based assessment are outlined. Coverage includes the steps of planning and executing either formal or informal performance based assessments, namely: defining the purpose of the assessment; choosing the activity; defining the performance criteria; creating performance rubrics, or rating systems by which to determine students' proficiency for a given concept or skill; and, assessing the performance, including using tools by which to deliver feedback to the student.

ERIC - The Art and Science of Classroom AssessmentThe Art and Science of Classroom Assessment

How does an instructor know whether students are learning what the instructor is trying to teach them? How do students find out how they are doing, and can they use that information to study more effectively? Would students be able to tell what the instructor thinks is important for them to learn by looking at the assignments that "count" in a course? Good assessment yields good information about the results of instruction; it is itself a necessary component of good instruction. Students who do not understand what they are aiming to know and how they will be expected to demonstrate their achievements will not be able to participate fully in managing their own learning. Sound assessment and grading practices help teachers improve their own instruction, improve students' motivation, focus students' effort, and increase students' achievement

ERIC - Basic Assessment ConceptsBasic Assessment Concepts

This digest presents 11 basic principles to guide the assessment training and professional development of teachers and administrators. These are: (1) assessment is inherently a process of professional judgment; (2) assessment is based on separate but related principles of measurement evidence and evaluation; (3) assessment decision-making is influenced by a series of tensions; (4) assessment influences student motivation and learning; (5) assessment contains error; (6) good assessment enhances instruction; (7) good assessment is valid; (8) good assessment is fair and ethical; (9) good assessments use multiple methods; (10) good assessment is efficient and feasible; and (11) good assessment appropriately incorporates technology. What is most essential about assessment is understanding how general, fundamental assessment principles and ideas can be used to enhance student learning and teacher effectiveness. (Contains 13 references.) (SLD).

YouTube - Formative vs Summative vs Diagnostic

Formative vs. Summative vs. Diagnostic Assessment

Three main types of assessments are compared and described in detail with images. Formative, summative, and diagnostic assessments are compared across four different questions. This video begins by differentiating between the three types of assessments as to why a teacher or educator would choose to use that particular assessment. Next several examples of formative, summative, and diagnostic assessments are outlined. From there, the video goes into detail as to how to incorporate each assessment into the classroom and assess your students. Lastly, and most importantly, formative, summative, and diagnostic assessments are compared by what teachers should do with the results. At the end, all three assessments will be clearly differentiated. All will recognize the differences between formative, diagnostic, and summative assessments.

YouTube - Developing Performance MeasuresDeveloping Performance Measures

Knowing what performance dimensions should be evaluated does not necessarily translate into an effective performance management system. Rather, you have to be able to measure an employee’s level of performance on the dimensions you have identified. Effective performance evaluation systems use performance measures that are valid, have clear standards, and are specific.

The Business of Learning, episode 19The Business of Learning, Episode 19: Evaluating Learning and Measuring ROI

Training Industry research has found that one of the biggest challenges facing learning leaders is measuring the effectiveness of their training. On this episode of The Business of Learning, Kevin M. Yates discusses this challenge and shares tips.

The Accidental Trainer podcastThe Accidental Trainer: Jim Kirkpatrick on Working with Managers for Level 3 and 4 Evaluations

Dr. James D. Kirkpatrick, co-owner and senior consultant of the Kirkpatrick Partners, joins The Accidental Trainer podcast for this episode. Jim discusses how trainers can hold managers accountable and work with learner supervisors to ensure three and four level evaluations are being implemented properly and effectively. We also discussed how COVID-19 is affecting these evaluations and much more. 

The Business of Learning, special episodeThe Business of Learning, Special Episode: How to Measure and Maximize the Impact of Training

The measurement challenge is a common one in the training industry. While we know that L&D plays a key role in helping organizations reach their goals, learning leaders have long struggled to prove the business impact of training. To learn more and uncover the secrets behind effective training measurement and evaluation, we spoke with Asha Pandey, founder and chief learning strategist at EI Design.

Listen to this episode, sponsored by EI Design, to learn more on:

  • Common oversights learning leaders make when measuring the impact of training.
  • How to identify which key performance indicators (KPIs) to measure.
  • Popular measurement models and methods.

Kirkpatrick's Four Levels bookKirkpatrick's Four Levels of Training Evaluation

by James D. Kirkpatrick - Don Kirkpatrick's groundbreaking Four Levels of Training Evaluation is the most widely used training evaluation model in the world. Ask any group of trainers whether they rely on the model's four levels Reaction, Learning, Behavior, and Results in their practice, and you'll get an enthusiastic affirmation. But how many variations of Kirkpatrick are in use today? And what number of misassumptions and faulty practices have crept in over 60 years? The reality is: Quite a few.

James and Wendy Kirkpatrick have written Kirkpatrick's Four Levels of Training Evaluation to set the record straight. Delve into James and Wendy's new findings that, together with Don Kirkpatrick's work, create the New World Kirkpatrick Model, a powerful training evaluation methodology that melds people with metrics. In Kirkpatrick's Four Levels of Training Evaluation, discover a comprehensive blueprint for implementing the model in a way that truly maximizes your business's results. Using these innovative concepts, principles, techniques, and case studies, you can better train people, improve the way you work, and, ultimately, help your organization meet its most crucial goals.


Return on Investment in Training BookReturn on Investment in Training and Performance Improvement Programs, Second Edition

by Jack J. Phillips, Ph. D. - The second edition of this bestselling book, 'Return on Investment in Training and Performance Improvement Programs,' guides you through a proven, results-based approach to calculating the Return on Investment in training and performance improvement programs. Jack Phillips has composed user-friendly ROI calculations, plus:

  • Ten post-program data collection methods
  • Ten strategies for determining the amount of improvement that is directly linked to training programs
  • Ten techniques for converting both hard and soft data to monetary values

'Return on Investment in Training and Performance Improvement Programs, Second Edition' continues as a primary reference for learning how to utilize ROI to show the contribution of training, education, learning systems, performance improvement, and change initiatives throughout organizations. The book also details implementation issues, provides worksheets, and pinpoints non-monetary program benefits. A case study takes the reader through the ROI process step-by-step.

  • Applies the well-known ROI method to training programs
  • Provides you with the tools to identify the key indicators for measurement and how to measure them effectively
  • Summarizes in simple language everything practitioners need to do to sell, defend, or expand training initiatives to senior management



Other Sites