Training Evaluation Kit

Find out whether your training actually changed anything at work, with four plain checks, six ready-to-use forms and a worked example of every one.

Who it is for

• Small-business owners who train their own staff and want to know whether the time paid off.

• Managers and shift leads who were handed onboarding and training on top of their real job.

• Field supervisors who train crews on site and need a simple way to check the work afterward.

• HR and learning professionals who need clear evidence for leaders without a large evaluation project.

• Trainers and consultants who want to show clients what their training achieved.

The problem it solves

Most training gets judged by how the session felt. People enjoyed it, so it must have worked. A month later, nobody is sure whether anyone does anything differently, and there is nothing to show the owner or the client. This kit replaces that guesswork with four short checks: how people reacted, what they learned, what they now do on the job, and what changed in the business. Each check comes with a form, a filled-in example and plain guidance on reading the answers and deciding what to fix.

What is inside

Training Evaluation Kit (PDF, 27 pages)

• Getting started: why check training, and how to plan the check before you train (2 pages)

• Evaluation plan: template and filled-in example (2 pages)

• Check 1, Reaction: guide to writing survey questions that give useful answers (1 page)

• Post-session survey: template and example, plus what a supervisor did with twelve surveys (2 pages)

• Check 2, Learning: guide to knowledge checks and writing good questions, with three before-and-after rewrites (2 pages)

• Knowledge check planner and skill sign-off: template and example (2 pages)

• Facilitator observation: guide, form and example (3 pages)

• Check 3, On-the-job behavior: the 30-day follow-up and a sample conversation (2 pages)

• 30-day manager follow-up check: template and example (2 pages)

• Check 4, Results: choosing measures, careful wording and writing the summary (2 pages)

• Results summary: template and example (2 pages)

• Worked example of a mixed result, variations for six settings, timeline, FAQ and a starter checklist (3 pages)

Evaluation Forms (Word, 8 pages): all six forms, editable, with the prompts built in.

Results Summary Workbook (Excel): six tabs that add up survey ratings, knowledge check scores, 30-day answers and before-and-after results, then pull the key numbers onto a one-page summary. A second copy comes filled in with the dental clinic example from the guide.

How to use it

1. Read the two "Getting started" pages once.

2. Fill in the evaluation plan before you design or deliver the training.

3. Choose the forms your plan calls for. Most small teams start with the survey and the 30-day check.

4. Collect answers during the session and about 30 days later, and type them into the Excel workbook.

5. Print the Summary tab or the Word results summary and use it to decide what to keep, change, expand or stop.

Formats and file types

• PDF (US Letter, print or screen), 27 pages

• Microsoft Word (.docx), 8 pages, opens in Word, Google Docs and LibreOffice

• Microsoft Excel (.xlsx), two files (blank and filled example), opens in Excel, Google Sheets and LibreOffice

• Licensed for use within your organization

Frequently asked questions