Monitoring and Evaluation
Continuous monitoring and evaluation indicate if we are on the right track for achieving the learning results we want from the learning process. They offer answers to the following questions: Are we implementing what we have designed? Are the participants responding as we have provisioned? Are we on our way to achieving the learning objectives?
Monitoring and evaluation involve a continuous process of data collection on relevant aspects for the learning process. We need to do data analysis constantly during the training, not just after, this is in order to track progress toward achieving the learning objectives and expected training results, and to ensure any necessary adjustments and adaptations are implemented.
One of the most known and used learning tools is the Kirkpatrick Model. It provides a complex manner of evaluating trainings, looking not only at participants’ satisfaction and knowledge/skills development, but also at behavioural change and organizational impact.
The model proposes four levels:
Harnessing all these levels ensures a full, complex, and meaningful evaluation. It does, however, often involve the engagement of more resources (i.e. time or money) as the model levels increase. Generally, training providers can go up to level three and still focus more on the participants’ self-perception. It is mostly up to the client to decide if and how they want to evaluate further. It could be a good idea and a proof of professionalism to discuss it with your clients. Decide together how deep and wide the training evaluation will be, what the relevant levels are to look into, which methods should be used, and what resources need to be invested.
The model can also be successfully used as an instrument of analysis and training design starting from the top down with the following guiding questions:
During reaction, you monitor and evaluate how people have felt in your training, and what their reactions to the learning activities, group dynamics, and training approach were. You look into the degree to which participants find the training favourable, engaging and relevant to their jobs.
As you might remember, adults learn best when they are relaxed and having fun, are curious and engaged in the learning process, and feel that the learning is relevant to them. Aim for these results.
You can monitor reaction on the spot, during the training, by asking particular questions either in plenary or in written short evaluation sheets, and also through discussions in reflection groups and then reporting back to plenary, etc. You should also evaluate reaction in your final training evaluation, whether on the spot or with online evaluation forms.
During the learning level, you monitor and evaluate if participants reached the learning objectives, the degree to which participants acquired the intended knowledge, skills, and attitudes, as well as their confidence and commitment based on their participation in the training. This may be done through pre-training and post-training examinations that take the form of case-studies, simulations, and practical exercises. At the same time, an important component is the self-perceived increase of competencies in relation to the training objectives from the participants’ view.
During the behaviour level, you monitor and evaluate the actual behaviour change of participants as a result of the training experience and the degree to which participants apply what they learned during training when they are back on the job. This is a more complex evaluation stage, which is highly dependent on your clients, because it usually happens after people have returned to their jobs. So it is important to discuss with your clients how interested they are in this level of evaluation and how many resources they are willing to invest in it.
Still, part of this evaluation phase is the participants’ self-perception, and that is information you can easily collect and analyze as a trainer provider. You can monitor and evaluate people’s understandings and ideas for how to transfer the learning outcomes from the training to their workplace (during the training), as well as the extent to which they feel and think their behaviour has changed as a result of the training (immediately or sometime after the training).
On this level, what is assessed is the actual impact of the training on the whole company or organization. Evaluation on this level is generally conducted by the client itself and looks at a whole training or learning strategy.
You can, however, understand how the participants think their training will influence the organizational performance in achieving its business strategy. You can also invite participants to understand that their training is part of a bigger scheme and that they are accountable for learning and behaviour change that will lead to organizational change.
These are some questions you can use on the evaluation forms or in discussions with learners:
You can use some of the following questions both as part of a questionnaire format, or as part of discussions and other participatory evaluation methods in order to monitor/evaluate the learners’ reaction to the training.
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You can use some of the following questions both as part of a questionnaire format, or as part of discussions and other participatory evaluation methods in order to monitor/evaluate the participants’ learning as a result of the sessions/training:
OR
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https://www.kirkpatrickpartners.com/Portals/0/Storage/New%20world%20level%202%207%2010.pdf
You can use some of the following questions as part of a questionnaire format, or as part of discussions and other participatory evaluation methods in order to monitor/evaluate the participants’ planned or existing behaviour change as a result of the training:
When you pilot a new learning activity you have designed or deliver a training, it is crucial to elaborate on an evaluation strategy that allows you to assess and adjust content, methodologies and learning processes after each session. Always build regular evaluations into your design, so you obtain data while content and methodologies are still fresh in the participants’ minds.
If you work in a team, also ensure moments for ongoing evaluations by the facilitators, experts and staff through regular de-briefing. This will allow you to adjust the programme according to the team observations and participant feedback.
After Action Review (AAR) is a fast and simple tool to examine the results of a session, module or entire activity. It can be used both with the leaners as well as by the team. The AAR fosters learning-focused discussions to assess what happened, why and what to do differently.
Discuss the different elements as shown in the graphic below, asking open-ended questions.
Do you want to use online platforms and tools for monitoring and evaluation? Check out some examples here.