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Introduction 
Training requires time , energy and money. 
Therefore an organization needs to know whether 
the investment made in training is being effectively 
and is worth the effort. Top management is 
concerned with evaluation as a process by which 
the effectiveness of the organizations programs 
and operating procedures are demonstrated. 
Supervisors are concerned more with the “results” 
of training as compared by changes in workers on 
the job performance.
Evaluation is a planned process which provides 
specific information about a selected session, 
program for the purpose of determining value and 
or decision making. Related to training evaluation 
is concerned with providing information on the 
effectiveness of the training activity to decision-makers 
who will make decisions based on the 
information. There are various models that have 
been developed to describe the role of evaluation 
in the training process. It is important that 
evaluation be a planned or systematic effort that is 
built-in from the start of the training process.
“The reason for evaluating is to 
determine the effectiveness of a 
training program.” (Kirkpatrick, 
1994, )
1.“To justify the existence of the 
training department by showing 
how it contributes to the 
organizations’ objectives and 
goals.” 
5
2. “To decide whether to continue 
or discontinue training 
programs.”
3. “To gain information on how to 
improve future training programs.” 
(Kirkpatrick, 1994, ) 
7
Ascertaining Reactions Of the 
Participants 
As the programme gets over, it is important to 
ascertain the participants views and observations 
about its various components both in terms of the 
contents and the training process. The evaluation can 
either focus on a session-by-session review or on the 
programme as a whole. The formal format that the 
trainers choose to adopt for eliciting end-term appraisal 
of the participants’ ranges from the relatively simple 
“highlight the best and worst aspects” to a detailed 
response through a properly devised questionnaire or 
instrument.
Areas for Ascertaining Reactions of the 
Participants 
An important decision that the training team takes 
prior to the programme is about the specific 
elements it would like to include in the evaluation 
exercise. 
Objective 
•How far the programme objectives are realistic. 
•Clarity 
•Individual understanding and response 
•How far the training objectives are realized.
Trainers Performance 
•Effectiveness of the presentations. 
•Skill of the trainers to use the training methods 
•Trainers expertise in responding to the questions of 
the participants. 
•Whether the trainers attitude was supportive and 
helpful. 
•Their relationship with the training group. 
Training Methods 
•Their appropriateness tot the programme and the 
modules. 
•The extent to which they facilitated learning.
Training Group 
•Its size and composition 
•Selection procedure 
•Level of the group and quality of its participation. 
Time Schedule 
•Duration of the programme 
•Allocation of time to each module 
•Was the daily schedule hectic. 
•Sequencing the topics 
•General flow and momentum of the programme
Training Facilities 
•Suitability of the sitting arrangement 
•General ambience 
•Appropriateness and quality of the equipment used 
•General learning environment at the venue. 
Physical Arrangements 
•Appropriateness of the accommodation 
•Arrangement for food etc. 
Training Support Materials 
•Usefulness and quality of the materials 
•Their timely distribution.
Sources for Ascertaining Participants’ 
Reactions 
•Structured Questionnaire 
•Tests 
•Open Forum 
•Personal interviews 
•Program committee meetings for ongoing 
evaluation of the contents and process of the 
programme. 
•Observations of the trainers 
•Comments of the participation
Purposes and Uses of Evaluation 
The definition of evaluation implies 2 
purposes: 
1.Making decisions about improvements to 
be made in the training program itself. 
2.Making decisions about the value of the 
training program in terms of whether to 
continue to conduct the program.
Specifically, evaluation can be used: 
a)To determine whether the training program is 
accomplishing its assigned objectives and if they were the 
“right” objectives. 
b)To Identify the strengths and weaknesses of training 
activities. 
c)To determine the cost/Benefit Ratio of the Training 
Program. 
d)To Establish a Data base which Organization Leaders can 
use to Demonstrate the Productivity and Efficiency of their 
operational Procedures. 
e)To Establish a Data Base which can assist Organization 
Managers in Making Decision.
Evaluation of Training 
After the training program has been completed and 
the current training record filled in, the performance 
of trainees can be evaluated and the attention of 
the training staff drawn towards specific action for 
improvement. Thus evaluation of training should 
help to: 
•Isolate areas of difficulty and suggest strategies 
for overcoming them. 
•Modify unrealistic training targets in the light of 
actual group performance
• Determine whether motivation of trainees is of 
the required level e.g. financial incentives for 
greater output during training. 
• Compare initial selection to actual performance 
rating 
• Highlight causes of absenteeism and labour 
turnover during training 
• Evaluate and modify instruction for future 
training programme 
• Formalized management training programme 
have a vital role to play in the development of 
management skills.
18
“What is quality training?” 
“How do you measure it?” 
“How do you improve it?”
Evaluation can be four-pronged attempt. 
1.Evaluation of reaction 
2.Evaluation learning 
3.Evaluation behavior 
4.Evaluation results
Training Expectation Measurement 
Trainee feedback scores on initial impression on to 
what extent training met their expectations of 
learning, skills and knowledge. 
Tool: Survey Form 
Training effectiveness Measurement 
Post-training normalized feedback scores and its 
quarterly trends. Feedback from trainee Manager 
on visible incremental changes in trainee skills, 
service parameters and on-job behavior. 
Tool: Quarterly Follow-on Survey from Managers 
Jayadeva de Silva 21 
Stu 
dent 
feed 
bac 
k 
Tier-1 
Expectations 
Post-Training On- 
Job Behavior 
Survey 
Tier-3 
Effectiveness 
Improvement in business 
indicators, revenue figures 
or success parameters 
Tier-4 
Impact 
Pre-Training 
Vs Post- 
Training 
Assessment 
Tier-2 
Improvement 
Training Improvement Measurement 
Assessment of trainee’s training exposure and 
expertise gained on same set of tasks before and 
after training. Includes comparison of in-training & 
Post-training test performance, If applicable. 
Tool: Pre-training and Post-training Survey Forms. 
Post-training performance tests. 
Training Impact Measurement 
Impact of training for improving revenues, 
enhancing business or other success factors 
driving the training needs. 
Tool: Comparison of Baseline data and Quarterly 
business data, Impact Factor calculation sheets
Measuring Training Effectiveness and 
Impact 
I.Prior to training 
•The number of people that say they need it during the 
needs assessment process. 
•The number of people that sign up for it. 
II. At the end of training 
•The number of people that attend the session. 
•The number of people that paid and attended. 
•Customer satisfaction at the end of training 
•A measurable change in knowledge 
•Ability to solve a “mock” problem at the end of training 
• Willingness to try to use the skill at the end of training.
III. Delayed Impact (non-job) 
•Customer satisfaction at X weeks after the end of 
training 
•Customer satisfaction at X weeks after the training 
when customers know the actual costs of training 
•Retention of knowledge at X weeks after the end of 
training. 
•Ability to solve a “mock” problem at X weeks after the 
end of training. 
•Willingness to try the skill at X weeks after the training. 
•The three systems followed are: 1. 360 degree 
2. Performance system 3. Janus performance 
Management System
IV. On the job behavior change 
•Trained individuals that self-report that they 
changed their behavior , used the skill on the 
job after the training. 
•Trained individuals who’s managers report 
that they changed their behavior or used the 
skill after training. 
•Trained individuals that actually are 
observed to change their behavior or use the 
skill after the training.
V. On the job performance change 
•Trained individuals who self-report that their actual 
job performance changed as a result of their 
changed behaviour, skill. 
•Trained individuals who’s manager’s report that 
their actual job performance changed as a result of 
their changed behaviour/ skill. 
•Trained individuals whose manager’s report that 
their job performance changed either through 
improved performance appraisal scores or specific 
notations about the training on the performance 
appraisal forms.
• Trained individuals that have observable / 
measurable improvement in their actual job 
performance as a result of their changed 
behaviour. 
• The performance of employees that are 
managed by individuals that went through the 
training. 
• Departmental performance in departments 
with X % of employees that went through 
training ROI of return on training dollar spent.
(a) Other measures 
•CEO / top management knowledge of/ approval of/ 
or satisfaction with the training program. 
•Rank of training seminar in forced ranking by 
managers of what factors contributed most to 
productivity/ profitability improvement. 
•Number of referrals to the training by those who 
have previously attended the training 
•Additional number of people who were trained by 
those who have previously attended the training. 
•Popularity of the program compared to others.
(b) What to evaluate 
One way to approach the issue of what to evaluate 
is to identify what kind of information is needed. 
Dr. Kirtpatrick developed four levels of 
evaluation. Reaction 
1. Reacting 
2. Learning 
3. Behaviour 
4. Results
 Feedback score collected 
from each trainee at end of 
the class 
 Record general impression 
about the Training on a 
numerical scale of 1-5 or 
similar 
 Average score reflects how 
closely training met 
expectations of field and how 
close it is aligned with 
business needs identified 
earlier which drives the 
training. 
29
Reaction may best be defined as how well 
the trainees liked a particular training 
program." 
Reactions are typically measured at the end 
of training. 
30
1. Design a questionnaire based on information 
obtained during the need assessment phase. 
2. Design the instrument so that the response can 
be tabulated and quantified. 
3. To obtain more honest opinions provide for the 
anonymity of the participants. 
4. Provide space for opinions about items that are 
not covered in the questionnaire. 
5. Pretest the questionnaire n a sample of 
participants to determine its completeness.
32
33 
FEEDBACK FORM 
Please take a few minutes to fill out this feedback form. Your feedback will help us strengthen the course delivery. 
Course Title - 
Name of the facilitator - 
You may provide feedback of the program on the following criteria by putting a () mark in the space provided. 
4 – Exceeds Expectation; 3 – Meets Expectation; 2 – Needs Improvement; 1 – Unsatisfactory 
44 33 22 11 
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CCoommmmuunniiccaattiioonn 
EExxaammpplleess,, CCaasseess,, SSiimmuullaattiioonn && EExxeerrcciisseess 
RReelleevvaannccee 
SSuuppppoorrttiinngg MMaatteerriiaallss 
OOvveerraallll EEvvaalluuaattiioonn 
1. What did you like most in the workshop? 
2. What did you dislike in the workshop? 
3. What other changes would you suggest in case the same course is conducted in future? 
Learning & Development 
Human Resources
Typically 'happy sheets' 
Feedback forms based on subjective personal 
reaction to the training experience 
Verbal reaction which can be noted and analyzed 
Post-training surveys or questionnaires 
Subsequent verbal or written reports given by 
delegates to managers back at their jobs 
34
 Collect Pre-training and post-training 
data on trainee’s skills before and after 
the training. A well drafted skill based 
survey can be used. 
 Compare improvements in exposure or 
expertise gained by the trainee as seen 
on post-training survey by comparing 
it with pre-training survey. 
 Conduct in-training skill tests as part 
of the qualification criteria to measure 
the improvement in the learned skills. 
35
2. Learning 
The trainer is concerned with measuring the 
learning of principles, facts, techniques and 
attitudes that were specified as training 
objectives. There are many different measures 
of learning performance including paper-and-pencil 
test, learning curves etc. The objectives 
determine the choice of the most appropriate 
measure. There are several guideposts used in 
establishing a procedure for measuring the 
amount of learning that takes place.
1.The learning of each participant should be 
measured so that quantitative results can be 
determined. 
2.A before-and-after approach should be use so 
that learning can be related to the program. 
3.Learning should be measured in an objective 
basis. 
4.A group not receiving training should be 
compared with the group receiving training. 
5.Where possible the evaluation results should be 
analyzed statistically. 
Where principles and facts are taught rather 
than skills, it is more difficult to evaluate learning
What principles, facts, and techniques 
were understood and absorbed by the 
participants?" 
What the trainees know or can do can 
be measured during and at the end of 
training 
38
39
40
WHAT? 
What knowledge was acquired? 
What skills were developed or enhanced? 
What attitudes were changed? 
HOW? 
Tests before and after the training 
Interview or observation can be used before and after 
training. 
Measurement and analysis is possible and easy on a group 
scale 
Reliable, clear scoring and measurements need to be 
established 
41
 Collect quarterly feedback from 
trainee’s manager on his 
observations on improvement of 
trainee’s on-job performance/ 
behavior or skills after attending 
training. 
 Analyze the trends in key on-job-performance 
parameters or 
indicators as seen on survey with 
respect to previous quarters. 
 Convert delta into normalized 
scores to indicate the value 
created by training in the work 
efficiency of the trainee 
 Ensure continual measurement of 
effectiveness after regular 
intervals to assess long term 
value of the training. 42
3. Behaviour 
The term is used in reference to the measurement 
of job performance. There are several guideposts 
in evaluating training programs in terms of 
behaviour changes. 
1.A systematic appraisal should be made on-the-job 
performance on a before-and-after basis. 
2.The appraisal of performance should be made by 
one or more of the following groups: 
a. The person receiving the training. b. The 
persons supervisor. c. The persons subordinates. 
d. The persons peers.
3.A statistical analysis should be made to 
compare the performance before and after and 
to relate changes to the training program. 
4.The post training appraisal should be made 
three months or more after the training so that 
trainees have an opportunity to put into practice 
what they have learnt. 
5.A group not receiving the training should be 
used for comparison.
Changes in on-the-job behavior,Behavior 
changes are acquired in training and they 
then transfer (or don't transfer) to the work 
place. 
What skills did the learner develop, that is, 
what new information is the learner using 
on the job? 
45
When to evaluate 
How often to evaluate 
How to evaluate
47
What? 
Whether the trainee is able to transfer the learning 
to the work environment 
New learning is demonstrated 
 Whether the trainee is motivated 
How? 
self-assessment can be useful, using carefully 
designed criteria and measurements 
cooperation and skill of observers, typically line-managers, 
are important factors, and difficult to 
control 
Use of focus groups 
48
 Measure quarterly the business indicators 
of the trainee’s job or service parameters 
based on nature of job. Business 
indicators could be collected based on 
individual job or group responsible for 
the said function. 
 Ideally business indicator data before the 
training should be used as baseline. 
 Record the business parameters or 
governing service parameters on 
quarterly basis 
 Calculate qualitative or quantitative 
impact factor based on normalized delta. 
49
4. Results 
Evaluations in this level are used to relate the 
results of the training program to organizational 
objectives. Some of the results that could be 
examined are costs, turnover, grievances and 
morale. Where the objectives of the training 
program are closely tied to specific 
organizational objectives effort should be made 
to show a link between the training and the 
changes called for in the organization objective.
Reduction of costs; 
Reduction of turnover and absenteeism; 
Reduction of grievances; 
 increase in quality and quantity or production; 
 or Improved morale which, it is hoped, will lead to 
some of the previously stated results. 
These factors are also measurable in the workplace 
51
52
Jayadeva de Silva 53
“The Four Levels represent a 
sequence of ways to evaluate 
(training) programs….As you 
move from one level to the next, 
the process becomes more 
difficult and time-consuming, 
but it also provides more 
valuable information.” 
(Kirkpatrick, 1994,)
Realize an opportunity to use the 
behavioral changes. 
Make the decision to use the 
behavioral changes. 
Decide whether or not to continue 
using the behavioral changes.
Desire to change 
Knowledge of what to do and how 
to do it 
Work in the right climate 
Reward for (positive) change
The process of Evaluation---Measuring 
Change 
One way of visualizing a process of evaluation is to set 
the four levels of evaluation against a backdrop of a 
training program. Evaluation should start before the 
training program is designed. The next step is to plan 
the evaluation, how is the data to be gathered. Who will 
perform the evaluation? What techniques will be used? 
When will the evaluation be conducted? The evaluation 
design needs to be used on the objectives of the 
program and the criteria to be measured. Once the 
plan is completed and the training program begins, the 
data collection phase is initiated.
Validity and Reliability 
Validity is a concept that means the degree to 
which an evaluation technique or instrument 
measures what it was intended to measure. Its a 
measure of accuracy. 
Reliability is the degree to which evaluation 
techniques and instruments measure a given 
characteristic consistently. In order to get a long 
term view of a training programs effectiveness, an 
instrument must measure reliably for each session 
of the training program.
Types of Evaluation Techniques and 
Instruments 
The process of Training Evaluation 
A training programme, like design, development, 
and manufacture of a product passes through 
several stages. 
1. Pre-Training Evaluation 
This is prior to the course and should cover an 
analyses of the expectations of the trainee and his 
superior officer. The existing level of knowledge 
and skills are reassessed. It is carried out through 
discussions, workshops etc.
2. Input and Delivery Evaluation 
This is done concurrent to the training. It involves 
long term management programme. It is done 
individually or in group. Each topic, module is 
evaluated in terms of its content, presentation, 
relevance and applicability. Using a questionnaire, 
soon after the course, invariably on the last day the 
participants reaction is obtained which generally 
elicits information about the course inputs and the 
impressions about the course.
3.Post Training Evaluation 
The objectives of training is to enhance individual 
effectiveness which helps in improving 
organizational performance. Thus the process of 
post-evaluation must have reference to job 
improvement plan. This cannot be done when the 
person is training , he needs to go back to his job 
and demonstrate his newly acquired knowledge 
and skills. After a lapse of 6-12 months the results 
obtained are used for evaluating the applicability of 
training.
Transfer of Learning 
Individual Gains 
To evaluate the effect of training on the individual 
after 6-12 months, the training persons stated the 
significant areas where the individual development 
had taken place. They were: 1. State of art 
knowledge on the subject2. Development of the 
analytical skills. 3. Refined interpersonal skills. 4. 
Innovation/ creativity. 5. Management of stress.
Transfer of learning to the organization 
To evaluate whether in-house training has resulted in 
enhanced organization performance, trainees were 
requested to indicate the resultant benefits to public 
enterprises. The non-tangible benefits are: 1. Better 
management practices. 2. improved problem solving. 
3. job improvement plans. 4. better systems. 
There is general evidence that systematic in-house 
training has contributed to individual growth in public 
enterprises, while the same level of organization 
improvement has not taken place because of 
organization climate, PE systems and Lack of 
motivation in PEs
Alternate approach in post-course 
evaluations 
New approaches to post-course evaluation are being 
explored. One such recent development is monitoring 
the progress of the participant through post-course 
project work. In this approach participants at the time of 
nomination to the course in consultation with their 
departmental heads identify a proble, of practical value 
to the organization. During the program participants 
discuss, reformulate and identify approaches to its 
solution in the light of the knowledge and skill inputs in 
the training sessions. This way they related the 
learning to work situations and made innovating
Evaluation of in-house training institutes 
In order to make training a continuous activity 
addressing itself to specific training needs of the 
organization, public enterprises have established 
large number of in-house training institutes/ 
Centers. 
There are 5 factors considered important for 
evaluating the institute and methods of assigning 
point rating to each. 
a) Faculty Resources: The number of qualified 
faculty members on full time basis at the centre, 
years of experience in training are considered.
b) Infrastructure: This covers all infrastructure 
facilities other than library, such as class rooms, 
syndicate rooms, hostel, recreation facilities etc. 
c) Library: This is the “brain” of any training 
institution/ Centre. Relevant books, journal, cases, 
audio, video etc. 
d) In-house Research / Consultancy: The in-house 
centers suffer from under exposure to 
research development and consultancy work. Such 
research/consultancy may be both internal or 
external. 
e) Financial Support: The annual budget 
allocation, unit cost per training are items under 
this factor.
67 
Return on Impact (RoI) is a new 
approach which measures the 
difference training has created on 
those governing business/ service 
or revenue parameters which 
drives training needs.
increased output 
reduced absenteeism and 
tardiness 
reduced cost of new hires 
reduced turnover 
increased number of employee 
suggestions 
climate survey data (morale and 
attitudes) 
68
sales volume 
average sale size 
add-on sales 
close-to-call ratio 
ratio of new accounts to 
old accounts 
number of items per order 
69
accuracy of orders 
size of orders 
number of transactions per day 
adherence to credit procedures 
number of lost customers 
amount of repeat business 
number of referrals 
number of complaints 
70

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Evaluation of training Program

  • 1.
  • 2. Introduction Training requires time , energy and money. Therefore an organization needs to know whether the investment made in training is being effectively and is worth the effort. Top management is concerned with evaluation as a process by which the effectiveness of the organizations programs and operating procedures are demonstrated. Supervisors are concerned more with the “results” of training as compared by changes in workers on the job performance.
  • 3. Evaluation is a planned process which provides specific information about a selected session, program for the purpose of determining value and or decision making. Related to training evaluation is concerned with providing information on the effectiveness of the training activity to decision-makers who will make decisions based on the information. There are various models that have been developed to describe the role of evaluation in the training process. It is important that evaluation be a planned or systematic effort that is built-in from the start of the training process.
  • 4. “The reason for evaluating is to determine the effectiveness of a training program.” (Kirkpatrick, 1994, )
  • 5. 1.“To justify the existence of the training department by showing how it contributes to the organizations’ objectives and goals.” 5
  • 6. 2. “To decide whether to continue or discontinue training programs.”
  • 7. 3. “To gain information on how to improve future training programs.” (Kirkpatrick, 1994, ) 7
  • 8. Ascertaining Reactions Of the Participants As the programme gets over, it is important to ascertain the participants views and observations about its various components both in terms of the contents and the training process. The evaluation can either focus on a session-by-session review or on the programme as a whole. The formal format that the trainers choose to adopt for eliciting end-term appraisal of the participants’ ranges from the relatively simple “highlight the best and worst aspects” to a detailed response through a properly devised questionnaire or instrument.
  • 9. Areas for Ascertaining Reactions of the Participants An important decision that the training team takes prior to the programme is about the specific elements it would like to include in the evaluation exercise. Objective •How far the programme objectives are realistic. •Clarity •Individual understanding and response •How far the training objectives are realized.
  • 10. Trainers Performance •Effectiveness of the presentations. •Skill of the trainers to use the training methods •Trainers expertise in responding to the questions of the participants. •Whether the trainers attitude was supportive and helpful. •Their relationship with the training group. Training Methods •Their appropriateness tot the programme and the modules. •The extent to which they facilitated learning.
  • 11. Training Group •Its size and composition •Selection procedure •Level of the group and quality of its participation. Time Schedule •Duration of the programme •Allocation of time to each module •Was the daily schedule hectic. •Sequencing the topics •General flow and momentum of the programme
  • 12. Training Facilities •Suitability of the sitting arrangement •General ambience •Appropriateness and quality of the equipment used •General learning environment at the venue. Physical Arrangements •Appropriateness of the accommodation •Arrangement for food etc. Training Support Materials •Usefulness and quality of the materials •Their timely distribution.
  • 13. Sources for Ascertaining Participants’ Reactions •Structured Questionnaire •Tests •Open Forum •Personal interviews •Program committee meetings for ongoing evaluation of the contents and process of the programme. •Observations of the trainers •Comments of the participation
  • 14. Purposes and Uses of Evaluation The definition of evaluation implies 2 purposes: 1.Making decisions about improvements to be made in the training program itself. 2.Making decisions about the value of the training program in terms of whether to continue to conduct the program.
  • 15. Specifically, evaluation can be used: a)To determine whether the training program is accomplishing its assigned objectives and if they were the “right” objectives. b)To Identify the strengths and weaknesses of training activities. c)To determine the cost/Benefit Ratio of the Training Program. d)To Establish a Data base which Organization Leaders can use to Demonstrate the Productivity and Efficiency of their operational Procedures. e)To Establish a Data Base which can assist Organization Managers in Making Decision.
  • 16. Evaluation of Training After the training program has been completed and the current training record filled in, the performance of trainees can be evaluated and the attention of the training staff drawn towards specific action for improvement. Thus evaluation of training should help to: •Isolate areas of difficulty and suggest strategies for overcoming them. •Modify unrealistic training targets in the light of actual group performance
  • 17. • Determine whether motivation of trainees is of the required level e.g. financial incentives for greater output during training. • Compare initial selection to actual performance rating • Highlight causes of absenteeism and labour turnover during training • Evaluate and modify instruction for future training programme • Formalized management training programme have a vital role to play in the development of management skills.
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  • 19. “What is quality training?” “How do you measure it?” “How do you improve it?”
  • 20. Evaluation can be four-pronged attempt. 1.Evaluation of reaction 2.Evaluation learning 3.Evaluation behavior 4.Evaluation results
  • 21. Training Expectation Measurement Trainee feedback scores on initial impression on to what extent training met their expectations of learning, skills and knowledge. Tool: Survey Form Training effectiveness Measurement Post-training normalized feedback scores and its quarterly trends. Feedback from trainee Manager on visible incremental changes in trainee skills, service parameters and on-job behavior. Tool: Quarterly Follow-on Survey from Managers Jayadeva de Silva 21 Stu dent feed bac k Tier-1 Expectations Post-Training On- Job Behavior Survey Tier-3 Effectiveness Improvement in business indicators, revenue figures or success parameters Tier-4 Impact Pre-Training Vs Post- Training Assessment Tier-2 Improvement Training Improvement Measurement Assessment of trainee’s training exposure and expertise gained on same set of tasks before and after training. Includes comparison of in-training & Post-training test performance, If applicable. Tool: Pre-training and Post-training Survey Forms. Post-training performance tests. Training Impact Measurement Impact of training for improving revenues, enhancing business or other success factors driving the training needs. Tool: Comparison of Baseline data and Quarterly business data, Impact Factor calculation sheets
  • 22. Measuring Training Effectiveness and Impact I.Prior to training •The number of people that say they need it during the needs assessment process. •The number of people that sign up for it. II. At the end of training •The number of people that attend the session. •The number of people that paid and attended. •Customer satisfaction at the end of training •A measurable change in knowledge •Ability to solve a “mock” problem at the end of training • Willingness to try to use the skill at the end of training.
  • 23. III. Delayed Impact (non-job) •Customer satisfaction at X weeks after the end of training •Customer satisfaction at X weeks after the training when customers know the actual costs of training •Retention of knowledge at X weeks after the end of training. •Ability to solve a “mock” problem at X weeks after the end of training. •Willingness to try the skill at X weeks after the training. •The three systems followed are: 1. 360 degree 2. Performance system 3. Janus performance Management System
  • 24. IV. On the job behavior change •Trained individuals that self-report that they changed their behavior , used the skill on the job after the training. •Trained individuals who’s managers report that they changed their behavior or used the skill after training. •Trained individuals that actually are observed to change their behavior or use the skill after the training.
  • 25. V. On the job performance change •Trained individuals who self-report that their actual job performance changed as a result of their changed behaviour, skill. •Trained individuals who’s manager’s report that their actual job performance changed as a result of their changed behaviour/ skill. •Trained individuals whose manager’s report that their job performance changed either through improved performance appraisal scores or specific notations about the training on the performance appraisal forms.
  • 26. • Trained individuals that have observable / measurable improvement in their actual job performance as a result of their changed behaviour. • The performance of employees that are managed by individuals that went through the training. • Departmental performance in departments with X % of employees that went through training ROI of return on training dollar spent.
  • 27. (a) Other measures •CEO / top management knowledge of/ approval of/ or satisfaction with the training program. •Rank of training seminar in forced ranking by managers of what factors contributed most to productivity/ profitability improvement. •Number of referrals to the training by those who have previously attended the training •Additional number of people who were trained by those who have previously attended the training. •Popularity of the program compared to others.
  • 28. (b) What to evaluate One way to approach the issue of what to evaluate is to identify what kind of information is needed. Dr. Kirtpatrick developed four levels of evaluation. Reaction 1. Reacting 2. Learning 3. Behaviour 4. Results
  • 29.  Feedback score collected from each trainee at end of the class  Record general impression about the Training on a numerical scale of 1-5 or similar  Average score reflects how closely training met expectations of field and how close it is aligned with business needs identified earlier which drives the training. 29
  • 30. Reaction may best be defined as how well the trainees liked a particular training program." Reactions are typically measured at the end of training. 30
  • 31. 1. Design a questionnaire based on information obtained during the need assessment phase. 2. Design the instrument so that the response can be tabulated and quantified. 3. To obtain more honest opinions provide for the anonymity of the participants. 4. Provide space for opinions about items that are not covered in the questionnaire. 5. Pretest the questionnaire n a sample of participants to determine its completeness.
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  • 33. 33 FEEDBACK FORM Please take a few minutes to fill out this feedback form. Your feedback will help us strengthen the course delivery. Course Title - Name of the facilitator - You may provide feedback of the program on the following criteria by putting a () mark in the space provided. 4 – Exceeds Expectation; 3 – Meets Expectation; 2 – Needs Improvement; 1 – Unsatisfactory 44 33 22 11 SSuubbjjeecctt KKnnoowwlleeddggee PPrreesseennttaattiioonn SSttyyllee CCoommmmuunniiccaattiioonn EExxaammpplleess,, CCaasseess,, SSiimmuullaattiioonn && EExxeerrcciisseess RReelleevvaannccee SSuuppppoorrttiinngg MMaatteerriiaallss OOvveerraallll EEvvaalluuaattiioonn 1. What did you like most in the workshop? 2. What did you dislike in the workshop? 3. What other changes would you suggest in case the same course is conducted in future? Learning & Development Human Resources
  • 34. Typically 'happy sheets' Feedback forms based on subjective personal reaction to the training experience Verbal reaction which can be noted and analyzed Post-training surveys or questionnaires Subsequent verbal or written reports given by delegates to managers back at their jobs 34
  • 35.  Collect Pre-training and post-training data on trainee’s skills before and after the training. A well drafted skill based survey can be used.  Compare improvements in exposure or expertise gained by the trainee as seen on post-training survey by comparing it with pre-training survey.  Conduct in-training skill tests as part of the qualification criteria to measure the improvement in the learned skills. 35
  • 36. 2. Learning The trainer is concerned with measuring the learning of principles, facts, techniques and attitudes that were specified as training objectives. There are many different measures of learning performance including paper-and-pencil test, learning curves etc. The objectives determine the choice of the most appropriate measure. There are several guideposts used in establishing a procedure for measuring the amount of learning that takes place.
  • 37. 1.The learning of each participant should be measured so that quantitative results can be determined. 2.A before-and-after approach should be use so that learning can be related to the program. 3.Learning should be measured in an objective basis. 4.A group not receiving training should be compared with the group receiving training. 5.Where possible the evaluation results should be analyzed statistically. Where principles and facts are taught rather than skills, it is more difficult to evaluate learning
  • 38. What principles, facts, and techniques were understood and absorbed by the participants?" What the trainees know or can do can be measured during and at the end of training 38
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  • 41. WHAT? What knowledge was acquired? What skills were developed or enhanced? What attitudes were changed? HOW? Tests before and after the training Interview or observation can be used before and after training. Measurement and analysis is possible and easy on a group scale Reliable, clear scoring and measurements need to be established 41
  • 42.  Collect quarterly feedback from trainee’s manager on his observations on improvement of trainee’s on-job performance/ behavior or skills after attending training.  Analyze the trends in key on-job-performance parameters or indicators as seen on survey with respect to previous quarters.  Convert delta into normalized scores to indicate the value created by training in the work efficiency of the trainee  Ensure continual measurement of effectiveness after regular intervals to assess long term value of the training. 42
  • 43. 3. Behaviour The term is used in reference to the measurement of job performance. There are several guideposts in evaluating training programs in terms of behaviour changes. 1.A systematic appraisal should be made on-the-job performance on a before-and-after basis. 2.The appraisal of performance should be made by one or more of the following groups: a. The person receiving the training. b. The persons supervisor. c. The persons subordinates. d. The persons peers.
  • 44. 3.A statistical analysis should be made to compare the performance before and after and to relate changes to the training program. 4.The post training appraisal should be made three months or more after the training so that trainees have an opportunity to put into practice what they have learnt. 5.A group not receiving the training should be used for comparison.
  • 45. Changes in on-the-job behavior,Behavior changes are acquired in training and they then transfer (or don't transfer) to the work place. What skills did the learner develop, that is, what new information is the learner using on the job? 45
  • 46. When to evaluate How often to evaluate How to evaluate
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  • 48. What? Whether the trainee is able to transfer the learning to the work environment New learning is demonstrated  Whether the trainee is motivated How? self-assessment can be useful, using carefully designed criteria and measurements cooperation and skill of observers, typically line-managers, are important factors, and difficult to control Use of focus groups 48
  • 49.  Measure quarterly the business indicators of the trainee’s job or service parameters based on nature of job. Business indicators could be collected based on individual job or group responsible for the said function.  Ideally business indicator data before the training should be used as baseline.  Record the business parameters or governing service parameters on quarterly basis  Calculate qualitative or quantitative impact factor based on normalized delta. 49
  • 50. 4. Results Evaluations in this level are used to relate the results of the training program to organizational objectives. Some of the results that could be examined are costs, turnover, grievances and morale. Where the objectives of the training program are closely tied to specific organizational objectives effort should be made to show a link between the training and the changes called for in the organization objective.
  • 51. Reduction of costs; Reduction of turnover and absenteeism; Reduction of grievances;  increase in quality and quantity or production;  or Improved morale which, it is hoped, will lead to some of the previously stated results. These factors are also measurable in the workplace 51
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  • 54. “The Four Levels represent a sequence of ways to evaluate (training) programs….As you move from one level to the next, the process becomes more difficult and time-consuming, but it also provides more valuable information.” (Kirkpatrick, 1994,)
  • 55. Realize an opportunity to use the behavioral changes. Make the decision to use the behavioral changes. Decide whether or not to continue using the behavioral changes.
  • 56. Desire to change Knowledge of what to do and how to do it Work in the right climate Reward for (positive) change
  • 57. The process of Evaluation---Measuring Change One way of visualizing a process of evaluation is to set the four levels of evaluation against a backdrop of a training program. Evaluation should start before the training program is designed. The next step is to plan the evaluation, how is the data to be gathered. Who will perform the evaluation? What techniques will be used? When will the evaluation be conducted? The evaluation design needs to be used on the objectives of the program and the criteria to be measured. Once the plan is completed and the training program begins, the data collection phase is initiated.
  • 58. Validity and Reliability Validity is a concept that means the degree to which an evaluation technique or instrument measures what it was intended to measure. Its a measure of accuracy. Reliability is the degree to which evaluation techniques and instruments measure a given characteristic consistently. In order to get a long term view of a training programs effectiveness, an instrument must measure reliably for each session of the training program.
  • 59. Types of Evaluation Techniques and Instruments The process of Training Evaluation A training programme, like design, development, and manufacture of a product passes through several stages. 1. Pre-Training Evaluation This is prior to the course and should cover an analyses of the expectations of the trainee and his superior officer. The existing level of knowledge and skills are reassessed. It is carried out through discussions, workshops etc.
  • 60. 2. Input and Delivery Evaluation This is done concurrent to the training. It involves long term management programme. It is done individually or in group. Each topic, module is evaluated in terms of its content, presentation, relevance and applicability. Using a questionnaire, soon after the course, invariably on the last day the participants reaction is obtained which generally elicits information about the course inputs and the impressions about the course.
  • 61. 3.Post Training Evaluation The objectives of training is to enhance individual effectiveness which helps in improving organizational performance. Thus the process of post-evaluation must have reference to job improvement plan. This cannot be done when the person is training , he needs to go back to his job and demonstrate his newly acquired knowledge and skills. After a lapse of 6-12 months the results obtained are used for evaluating the applicability of training.
  • 62. Transfer of Learning Individual Gains To evaluate the effect of training on the individual after 6-12 months, the training persons stated the significant areas where the individual development had taken place. They were: 1. State of art knowledge on the subject2. Development of the analytical skills. 3. Refined interpersonal skills. 4. Innovation/ creativity. 5. Management of stress.
  • 63. Transfer of learning to the organization To evaluate whether in-house training has resulted in enhanced organization performance, trainees were requested to indicate the resultant benefits to public enterprises. The non-tangible benefits are: 1. Better management practices. 2. improved problem solving. 3. job improvement plans. 4. better systems. There is general evidence that systematic in-house training has contributed to individual growth in public enterprises, while the same level of organization improvement has not taken place because of organization climate, PE systems and Lack of motivation in PEs
  • 64. Alternate approach in post-course evaluations New approaches to post-course evaluation are being explored. One such recent development is monitoring the progress of the participant through post-course project work. In this approach participants at the time of nomination to the course in consultation with their departmental heads identify a proble, of practical value to the organization. During the program participants discuss, reformulate and identify approaches to its solution in the light of the knowledge and skill inputs in the training sessions. This way they related the learning to work situations and made innovating
  • 65. Evaluation of in-house training institutes In order to make training a continuous activity addressing itself to specific training needs of the organization, public enterprises have established large number of in-house training institutes/ Centers. There are 5 factors considered important for evaluating the institute and methods of assigning point rating to each. a) Faculty Resources: The number of qualified faculty members on full time basis at the centre, years of experience in training are considered.
  • 66. b) Infrastructure: This covers all infrastructure facilities other than library, such as class rooms, syndicate rooms, hostel, recreation facilities etc. c) Library: This is the “brain” of any training institution/ Centre. Relevant books, journal, cases, audio, video etc. d) In-house Research / Consultancy: The in-house centers suffer from under exposure to research development and consultancy work. Such research/consultancy may be both internal or external. e) Financial Support: The annual budget allocation, unit cost per training are items under this factor.
  • 67. 67 Return on Impact (RoI) is a new approach which measures the difference training has created on those governing business/ service or revenue parameters which drives training needs.
  • 68. increased output reduced absenteeism and tardiness reduced cost of new hires reduced turnover increased number of employee suggestions climate survey data (morale and attitudes) 68
  • 69. sales volume average sale size add-on sales close-to-call ratio ratio of new accounts to old accounts number of items per order 69
  • 70. accuracy of orders size of orders number of transactions per day adherence to credit procedures number of lost customers amount of repeat business number of referrals number of complaints 70

Editor's Notes

  1. The end results after an evaluation are hopefully positive results for both upper management and the program coordinators.
  2. 2. Pilot courses may be implemented to see if the participants have the necessary knowledge, or skills, or behavioral changes to make the program work. 3. Kirkpatrick uses eight factors on how to improve the effectiveness of a training program. These eight factors closely follow the Ten Factors of Developing a Training Program. This is a feedback statement spinning off of the Ten Factors.
  3. These are questions asked by HRD coordinators on training performance and the beginning criteria and the expectations of the resulting training program. Business training operations need quantitative measures as well as qualitative measures. A happy medium between these two criteria is an ideal position to fully understand the training needs and to fulfill its development. Quantitative - the research methodology where the investigator's “values, interpretations, feelings, and musings have no place in the positivist’s view of the scientific inquiry.” (Borg and Gall, 1989) cont.
  4. With Reaction and Learning, evaluation should be immediate. But evaluating change in Behavior involves some decision-making.
  5. All of these levels are important. However, in later examples of this model, you shall see where large corporations have taken the Kirkpatrick Model and used all of it, only part of it, and still some reversed the order of the levels.
  6. The employee may - Like the new behavior and continue using it. Not like the new behavior and return to doing things the “old way”. Like the change, but be restrained by outside forces that prevent his continuing to use it.
  7. The employee must want to make the change. The training must provide the what and the how. The employee must return to a work environment that allows and/or encourages the change. There should be rewards - Intrinsic - inner feelings of price and achievement. Extrinsic - such as pay increases or praise.