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How to Create an Evaluation Plan: Determine the Evaluation Process

When you embark on creating a training evaluation plan one of the first steps is to determine the process or how the evaluation will be performed.  Whatever evaluation method you elect to use (Predictive Evaluation, The Kirkpatrick Model, The Success Case Model), the process to implement needs to be defined and accepted.  The process I use is:

Training Evaluation Process 01-21-14

The Plan phase is the starting point of the training evaluation. Planning an evaluation is specifying what and how you’re going to evaluate by reviewing the program, developing the project’s mission, creating the evaluation objectives & deliverables, developing the questions the evaluation will answer, recording assumptions, documenting boundaries, identifying stakeholders, developing the strategy, estimated costs & timelines, and performing risk assessment. From this a detailed evaluation project plan with milestones is created.

  • Developing evaluation procedures involves taking the approved evaluation plan from phase 1 and drafting the techniques, procedures, and instruments necessary to implement the plan.
  • This phase of the training evaluation of entails ( collect phase) gathering data to address the evaluation questions created in the evaluation plan.
  • In the analyze phase the meaning of collected data are interpreted. This phase uses the collected data to determine the conclusions for which the data supports and the amount of support the data supplies for, or against, those conclusions. Quantitative & qualitative data analysis procedures are employed.
  • The purpose of this phase ( report ) is to create the vehicles to communicate training evaluation information to stakeholders so that they can make use of the evaluation information for decision-making or purposes of accountability. This phase will generate an evaluation report and an executive dashboard detailing the results of the evaluation and the recommendations for the city to maximize the program’s impact.

As always, I look forward to you comments and ways to improve this approach.