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Learning and development evaluation guide: web-based resources

Copies of this document are available in PDF format from this page. Please note: APS agencies and employees are referred to Building capability: A framework for managing learning and development in the APS (Australian Public Service Commission/Australian National Audit Office, 2003) http://www.apsc.gov.au/publications03/capability.htm for current guidance.

How to use the suggested tools-for planning the evaluation

Making decisions about what and how to evaluate any aspect of learning and development should generally be made as part of the broad evaluation strategy for your organisation.

1. Read and use the 'Prioritisation matrix' to help you make decisions about what aspects of learning and development you wish to evaluate. Also scan the 'Tips for engaging stakeholders' and references and resources available in this section of the website to gain a broad understanding of issues around planning your evaluation.
2. Select the most appropriate tools for your purpose and context or use these to trigger other ideas.
3. Adapt the tools for your own use.
4. Apply the tools to assist you in making decisions about what and how to evaluate selected learning and development interactions, and create an evaluation plan.
5. Gain key stakeholders' endorsement and commitment to the evaluation plan.

Evaluation elements	Examples of tools/resources available
	Prioritisation matrix Evaluation plan template Tips on engaging stakeholders Types of learning and development failures Quality checklist References and resources for evaluation planning

How to use the suggested tools-relevance and appropriateness

The decision to conduct an evaluation of the relevance and appropriateness of learning and development should generally be made as part of the broad evaluation plan for your organisation.

1. Read and use the planning guides to plan for your evaluation of relevance and appropriateness. Also scan the references and resources available in this section of the website to gain a broad understanding of issues around relevance and appropriateness.
2. Select the most appropriate tools for your purpose and context or use these to trigger other ideas
3. Adapt the tools for your own use
4. Apply the tools to assist you evaluate relevance and appropriateness of selected learning and development interactions

Evaluation elements	Examples of tools/resources available
Relevance	Planning guide for evaluating relevance Relevance index
Appropriateness	Planning guide for evaluating appropriateness Appropriateness index Output potential index Cost calculator
Relevance and appropriateness	Tips when evaluating relevance and appropriateness Relevance and appropriateness scorecard References and resources for evaluating relevance and appropriateness

How to use the suggested tools-for evaluating reaction, capability and performance

The decision to conduct an evaluation of the learning and performance resulting from learning and development should generally be made as part of the broad evaluation strategy for your organisation.

1. Read and use the guiding table to plan for your evaluation of learning and performance. Also scan the references and resources available in this section of the website to gain a broad understanding of issues around learning and performance.
2. Select the most appropriate tools for your purpose and context or use these to trigger other ideas
3. Adapt the tools for your own use
4. Apply the tools to assist you evaluate relevance and appropriateness of selected learning and development interactions
5. Report your evaluation findings to key stakeholders

Evaluation elements	Examples of tools/resources available
Reaction	Participant reaction to learning and potential for application Participant reactions Sample participant reaction evaluation questionnaire for a complex programme
Capability	Techniques to evaluate learning and performance Accountable learning agreement
Performance	Planning guide for evaluating learning and performance Individual learning impact map Sample application of learning survey for desktop Sample application of learning survey for use as hard-copy
Capability and performance	Structured observation log Reporting on learning and performance evaluation Tips when evaluating learning and performance References and resources for evaluating learning and performance

How to use the suggested tools-for evaluating impact

The decision to conduct an evaluation of the impact resulting from learning and development should generally be made as part of the broad evaluation strategy for your organisation. Use the following suggested tools to assist you in evaluating impact when required

1. Read and use the guiding table to plan for your evaluation of impact. Also scan the references and resources available in this section of the website to gain a broad understanding of issues around impact evaluation.
2. Select the most appropriate tools for your purpose and context or use these to trigger and prompt other ideas.
3. Adapt the tools for your own use.
4. Apply the tools to assist you evaluate impact of selected learning and development interactions.
5. Report your evaluation findings to relevant stakeholders.

Evaluation elements	Examples of tools/resources available
	Planning guide for evaluating impact Success case method Lessons learned method Returns on investment Impact statement Value for money assessments Tips when evaluating impact References for impact evaluation

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This page can be found at www.apsc.gov.au/learn/evaluation.htm