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FLEX: Training Evaluation

 

For more information, contact:

Gary Schouborg, PhD

(925) 932-1982

gary@garynini.com

 

 

Schouborg, Gary (1993).

FLEX: A Flexible Tool for Continuously Improving Your Evaluation of Training Effectiveness.

Amherst, MA: HRD Press.

 

Contents

 

ix Acknowledgments

 

xi The Author

 

1 How to Use this Manual

2 How to Use the Worksheets

4 What Each Item Means

4 How Worksheets are Interrelated

 

7 Overview < click for text

10 The 8 Primary Dimensions

15 Constraints on Evaluation

16 Decisions, Decisions

 

17 Continuously Improving Your Evaluations

17 Two Hot Topics: Training Evaluation and Total Quality

17 The Link between Training Evaluation and Total Quality

18 Your Greatest Enemy: All-or-Nothing Thinking

20 FLEX is FLEXible

21 FLEX is Comprehensive

21 FLEX Provides Perspective

 

1 - 1 Summarizing the Evaluations

- 3 Purpose

- 3 Users

- 5 Worksheet

- 7 Evaluation Summary

- 9 Glossary

 

1 - 1 1. Evaluating the Business Results

1 - 3 Purpose

1 - 3 Users

1 - 4 Position in the Hierarchy

1 - 4 Methodology

1 - 5 Worksheets

1 - 7 1. Business Results Evaluation

1 - 9 Benefit to Cost Ratio

1 - 12 Payback Period

1 - 13 Glossary

 

2 - 1 2. Evaluating the Business Planning

2 - 3 Purpose

2 - 4 Users

2 - 4 Position in the Hierarchy

2 - 5 Methodology

2 - 7 Worksheets

2 - 9 2. Business Planning Evaluation

2 - 11 2.2 Planning: Plausibility of Solution

2 - 13 Benefit to Cost Ratio

2 - 16 Payback Period

2 - 17 Glossary

 

3 - 1 3. Evaluating the Transfer

3 - 3 Purpose

3 - 4 Users

3 - 4 Position in the Hierarchy

3 - 4 Methodology

3 - 7 Worksheets

3 - 9 3. Transfer Evaluation

3 - 11 3.1 Transfer: Before Training

3 - 13 3.2 Transfer: During Training

3 - 15 3.3 Transfer: After Training

3 - 17 3.4 Transfer: Performance Change

3 - 19 Glossary

 

4 - 1 4. Evaluating the Learning

4 - 3 Purpose

4 - 3 Users

4 - 4 Position in the Hierarchy

4 - 4 Methodology

4 - 5 Worksheet

4 - 7 4. Learning Evaluation

4 - 9 Glossary

 

5 - 1 5. Evaluating the Delivery

5 - 3 Purpose

5 - 4 Users

5 - 4 Position in the Hierarchy

5 - 5 Methodology

5 - 7 Worksheets

5 - 9 5. Delivery Evaluation

5 - 11 5.1 Delivery: Builds on Trainee Motivation

5 - 13 5.1.1 Delivery/Motivation: Promotes Attention

5 - 15 5.1.2 Delivery/Motivation: Promotes Relevance

5 - 17 5.1.3 Delivery/Motivation: Promotes Confidence

5 - 19 5.1.4 Delivery/Motivation: Promotes Satisfaction

5 - 21 5.2 Delivery: Facilitates Understanding

5 - 23 5.3 Delivery: Facilitates Skill Development

5 - 25 5.4 Delivery: Facilitates Transfer

5 - 27 5.4.3 Delivery/Transfer: Appropriate Material

5 - 29 5.5 Delivery: Creates Learning Environment

5 - 31 5.6 Delivery: Manages Time Efficiently

5 - 33 Glossary

 

6 - 1 6. Evaluating the Design

6 - 3 Purpose

6 - 4 Users

6 - 4 Position in the Hierarchy

6 - 5 Methodology

6 - 7 Worksheets

6 - 9 6. Design Evaluation

6 - 11 6.1 Design: Builds on Trainee Motivation

6 - 13 6.1.1 Design/Motivation: Promotes Attention

6 - 15 6.1.2 Design/Motivation: Promotes Relevance

6 - 17 6.1.3 Design/Motivation: Promotes Confidence

6 - 19 6.1.4 Design/Motivation: Promotes Satisfaction

6 - 21 6.2 Design: Facilitates Understanding

6 - 23 6.4 Design: Facilitates Transfer

6 - 25 6.4.3 Design/Transfer: Appropriate Material

6 - 27 6.5 Design: Designs Learning Environment

6 - 29 6.6 Design: Manages Time Efficiently

6 - 31 6.7 Design: Creates Instructor's Guide

6 - 33 Glossary

 

7 - 1 7. Evaluating the Reaction

7 - 3 Purpose

7 - 3 Users

7 - 3 Position in the Hierarchy

7 - 5 Methodology

7 - 7 Worksheets

7 - 9 7. Reaction Evaluation

7 - 11 FLEX Trainee Survey

7 - 13 Glossary

 

8 - 1 8. Evaluating the Vendor

8 - 3 Purpose

8 - 3 Users

8 - 3 Position in the Hierarchy

8 - 4 Methodology

8 - 5 Worksheets

8 - 7 8. Vendor Evaluation

8 - 9 Vendor Evaluation Notes

8 - 11 Glossary

 

AA - 1 Appendix A: Why System is Desirable

AA - 1 Expert Opinion and Common Sense

AA - 2 Availability

AA - 3 Representativeness

AA - 4 Presupposition

AA - 5 Vividness

AA - 5 Regression to the Mean

AA - 6 Conclusion

AA - 7 Objective vs. Subjective

AA - 7 Theoretical Introduction

AA - 9 Application to Training Evaluation

 

AB - 1 Appendix B: Decision Aids

AB - 2 Matrix

AB - 5 Introduction to Decision Tree

AB - 9 Directions for Using Decision Tree

AB - 11 Footnotes

 

AC - 1 Appendix C: Evaluation Designs & Methods

AC - 2 Evaluation Designs

AC - 3 Pre-Experimental Designs

AC - 5 Quasi-Experimental Designs

AC - 8 True Experimental Designs

AC - 10 The Comparative Advantages

of Pretest/Posttest and Posttest-only Designs

AC - 11 Methods of Measurement

 

AD - 1 Appendix D: Survey Worksheets

AD - 1 Contents

AD - 2 Instructions for FLEX Subject Matter Expert (SME) Survey

AD - 3 FLEX Subject Matter Expert (SME) Survey

AD - 6 Instructions for FLEX Trainee Survey

AD - 7 FLEX Trainee Survey

AD - 9 Instructions for FLEX Training Transfer Surveys

AD - 11 FLEX Training Transfer Surveys (Trainee)

AD - 13 FLEX Training Transfer Survey (Supervisor)

 

AE - 1 Appendix E: Program Information Worksheet

 

AF - 1 Appendix F: Executive Summary Worksheets

AF - 1 Purpose

AF - 1 Contents

AF - 2 Example:

AF - 3 Executive Summary of Evaluation of Workshop 123

AF - 5 Executive Summary

AF - 11 Individual Primary Dimensions: Supporting Detail

AF - 23 Blank Survey Worksheets

Executive Summary

Executive Summary: 1. Business Results

Executive Summary: 2. Business Planning

Executive Summary: 3. Transfer

Executive Summary: 4. Learning

Executive Summary: 5. Delivery

Executive Summary: 6. Design

Executive Summary: 7. Reaction

Executive Summary: 8. Vendor

 

R - 1 References

 

To order manual, email coach@garynini.com