SAMPLE A—POST
EVALUATION ONLY
Post
Evaluation
TITLE OF PROGRAM
NAME OF
ORGANIZATION
Post Evaluation
ID Number: __________ Date: __________
Please
rate the instructor(s), materials, and the overall program by circling the
appropriate number.
|
|
Not Helpful
|
Somewhat Helpful
|
Helpful
|
Very Helpful
|
|
Instructor(s)
|
1
|
2
|
3
|
4
|
|
Educational Materials
|
1
|
2
|
3
|
4
|
|
Overall Program
|
1
|
2
|
3
|
4
|
Testing Knowledge
Please circle your
answer to each of the following statements.
|
1.
|
Goals should only be made for large, long-term plans such
as homeownership, college tuition, or retirement.
|
True
|
False
|
|
2.
|
Expenses can be broken into two categories, fixed expenses and
variable expenses.
|
True
|
False
|
|
3.
|
Net pay is after all of the taxes and other withholdings have
been taken from gross pay.
|
True
|
False
|
|
4.
|
Compound interest is when only the amount of money deposited
earns interest.
|
True
|
False
|
|
5.
|
A commonly recommended emergency fund amount is approximately
three to six months worth of expenses.
|
True
|
False
|
Building Skills
Please circle the
number that best describes how your confidence to do the following has changed:
|
Your Confidence to:
|
Decreased
|
Stayed the same
|
Increased
|
|
1. Write out a spending plan.
|
1
|
2
|
3
|
|
2. Keep track of spending and income.
|
1
|
2
|
3
|
|
3. Pay bills on time.
|
1
|
2
|
3
|
|
4. Save money regularly.
|
1
|
2
|
3
|
|
5. Spend less than you earn.
|
1
|
2
|
3
|
SAMPLE A—POST
EVALUATION ONLY
Post
Evaluation
Taking Charge
Please circle the
number that best describes your answer.
|
As a result of this program, do you plan to:
|
No
|
Maybe
|
Yes
|
Already doing this
|
Does not apply
|
|
1. Write out a spending plan.
|
1
|
2
|
3
|
4
|
5
|
|
2. Keep track of spending and income.
|
1
|
2
|
3
|
4
|
5
|
|
3. Pay bills on time.
|
1
|
2
|
3
|
4
|
5
|
|
4. Save money regularly.
|
1
|
2
|
3
|
4
|
5
|
|
5. Spend less than you earn.
|
1
|
2
|
3
|
4
|
5
|
What did you like the most about this program?
What did you like the least about this program?
How could this program be improved?
Would you recommend this program to others?
____Yes Who?_________________________________________
____No Why not?______________________________________
What is your age?______
What is your gender?
____ Male
____ Female
What is your primary ethnic background?
____ African American/Black
____ Asian
____ Hispanic/Latino
____ White (non-Hispanic)
____ Other ___________________________
SAMPLE A—POST
EVALUATION ONLY
Post
Evaluation
What is your current family status?
___ Single with no dependent children
___ Single with dependent children
___ Married with no dependent children
___ Married with dependent children
What is the highest level of education you have completed?
____ Some high school
____ High school graduate (or GED)
____ Some college
____ Associate's degree
____ Bachelor's degree
____ Post graduate degree
What is your current work status?
___ Working full-time
___ Working part-time
___ Not currently working
What is your annual household income before taxes (including
all sources of income)?
____ $0 (Not working)
____ $1-$10,000
____ $10,001-$20,000
____ $20,001-$30,000
____ $30,001-$40,000
____ More than $40,000
Comments or suggestions about the program:
Thank you for
completing this evaluation.
We appreciate your help as we strive to improve our educational programs.
(OPTIONAL) Share your name/address/phone number, if you
are willing to have us contact you for follow-up comments.
Name:______________________________ Phone Number:
_____________________
Address: _____________________________________________________________________
Required Notice
You must include in all copies of the Toolkit, portions of the Toolkit, or
derivative works based on the toolkit the following notice and disclaimer:
The National Endowment for Financial Education (NEFE) owns all right, title,
interest to the NEFE Financial Education Evaluation Toolkit. This work is based
on the Toolkit. The use of this work is subject to the following terms. This
work may be used only as expressly permitted by the following terms and may not
be used in any way expressly prohibited by the following terms:
- This work may only be used for instructional and
educational purposes.
SAMPLE A—POST
EVALUATION ONLY
Post
Evaluation
- This work may be used only in the form provided
and may not be modified, amended or combined with other material to form a
new work.
- This work may not be used for any commercial
purpose, or to sell, advertise, endorse, or otherwise promote any other
service, product, or party.
- This work may not be used to provide financial or
investment advice.
NEFE neither endorses nor is responsible for the accuracy
or reliability of the Toolkit or this work, and shall have no liability for
investments or other decisions based on the Toolkit or this work. This work is
provided "AS IS" without any representations or warranties of any
kind from NEFE. NEFE disclaims all warranties, whether express, implied, or
statutory, regarding the Toolkit or this work.
Disclaimer
NEFE neither endorses nor is responsible for the accuracy or reliability of the
toolkit or any work derived from the toolkit, and NEFE shall have no liability
for investments or other decisions based on the toolkit or any work derived
from the toolkit. THE TOOLKIT IS PROVIDED "AS IS" WITHOUT ANY
REPRESENTATIONS OR WARRANTIES OF ANY KIND AND NEFE DISCLAIMS ALL WARRANTIES,
WHETHER EXPRESS, IMPLIED, OR STATUTORY, REGARDING THE TOOLKIT, INCLUDING ANY
IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE,
AND NON-INFRINGEMENT. In particular, NEFE shall not be liable for any: (1) errors,
inaccuracies, omissions, or other defects in, or lack of timeliness or
authenticity of, the toolkit or any work derived from the toolkit, or for any
claims or losses arising there from or occasioned thereby; (2) third-party
claims, losses or liabilities of any nature in connection with the toolkit or
any work derived from the toolkit, including, but not limited to any direct,
indirect, special, consequential, punitive or other damages, or any lost
profits or revenue.
It is your responsibility to evaluate the accuracy, completeness or usefulness
of any information, opinion, advice or other content available through the
toolkit or any work derived from the toolkit. Please seek the advice of
professionals, as appropriate, regarding the evaluation of any such specific
information, opinion, advice or other content.
SAMPLE A—POST
EVALUATION ONLY
Follow-Up
Evaluation
|
ID Number: __________
|
Date: __________
|
TITLE OF PROGRAM
NAME OF
ORGANIZATION
Follow-up Evaluation
Dear Program Participant,
Thank you for participating in the TITLE OF PROGRAM program!
We hope you enjoyed the program and gained useful knowledge and skills. We
would like to know how the program has helped you to better manage your
financial situation. As a follow-up, we invite you to complete a short survey.
This information will help us to improve our program and better meet your
financial needs. Please return your completed survey to the following address
by DATE FOLLOW-UP IS DUE. Your responses will be confidential.
Thank You,
YOUR NAME, TITLE
YOUR TELEPHONE NUMBER
YOUR FAX NUMBER
YOUR EMAIL ADDRESS
Since
completing the program, how often do you do the following financial practices?
|
Financial Practice
|
I am not doing this
|
I am doing this
sometimes
|
I am doing this most
of the time
|
I am doing this all of
the time
|
|
1. Writing out a spending plan.
|
1
|
2
|
3
|
4
|
|
2. Keeping track of spending and income.
|
1
|
2
|
3
|
4
|
|
3. Paying bills on time.
|
1
|
2
|
3
|
4
|
|
4. Saving money regularly.
|
1
|
2
|
3
|
4
|
|
5. Spending less than you earn.
|
1
|
2
|
3
|
4
|
Please list other
changes you have made in your financial practices.
SAMPLE A—POST
EVALUATION ONLY
Follow-Up
Evaluation
Please indicate
how your overall financial position has changed since completing the program.
|
|
Decreased
|
No Change
|
Increased
|
By how much did it
change?
|
|
Monthly income.
|
|
|
|
|
|
Monthly expenses.
|
|
|
|
|
|
Total savings.
|
|
|
|
|
|
Total debt.
|
|
|
|
|
|
As a result of the program, have you achieved any personal
goal(s)?
(Examples: buying a car, paying down debt, or opening a checking account)
|
|
_____ Yes
|
|
What was the single most important goal you achieved?
|
|
|
|
___________________________________________________________________
|
|
_____ No
|
|
What things have prevented you from achieving your goals?
|
|
|
|
___________________________________________________________________
|
|
|
|
|
|
Have you shared what you learned with others?
|
|
_____ Yes
|
|
Who did you share this information with?
|
|
|
|
___________________________________________________________________
|
|
|
|
How many people did you share this information with?
|
|
|
|
___________________________________________________________________
|
|
_____ No
|
|
If you didn’t share this information, why not?
|
|
|
|
___________________________________________________________________
|
Comments/suggestions: Tell us about the program’s impact on your everyday life. Share with us
your success story!
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Please return this
survey to:
RETURN STREET
ADDRESS
RETURN CITY,
STATE ZIP
Thank you for
completing this evaluation.
We appreciate your help as we strive to improve our educational programs.
Please
return this survey to:
[RETURN ADDRESS]
Thank you
for completing this evaluation.
We
appreciate your help as we strive to improve our educational programs.
