EIDT 6110
Advanced Instructional Design
Evaluation Plan
Evaluation Process
Participants in the workshop will be given a preassessment one week prior to participating in
the workshop. This assessment will not be returned to the facilitator or graded. It is to be used
as a means of “self-evaluation” for the learner. It will provide a source of retrospection of
paradigms and views regarding finances, past and present of the learner thereby, preparing the
learner for the learning experience.
Participants will be asked at the beginning of the workshop to refer back to their preassessment
via a learner activity that involves reflection and introspection in a journaling exercise that asks
the learner to assess their views on spending, debt and saving.
During the workshop, participants will be exposed to practice activities, these activities will
enable the learner to use the tool in a “practice” environment, thereby acquainting them with
tool and preparing them for future activities.
 The first activity will center around the use of the Snowball Debt Calculator
o Participants will be given a Snowball Debt Calculator Resource Aid that outlines
the steps for entering information into the snowball debt calculator.
o They will then be instructed to enter the activity amounts into the designated
fields of the calculator, these fictitious amounts are typically of concern for
those seeking debt payoffs.
o After participants have entered the amounts into the designated sections, they
will be directed to observe the changes that occurred within the debt calculator
after all of the amounts were entered.
 The second activity will center on participants taking a sampling of their personal debt,
four bills or accounts that they would like to pay off and enter those amounts into the
snowball debt calculator.
o Participants will then submit a copy of their snowball debt calculator amounts
to the facilitator
 The third activity will center around the use of the Emergency Fund Calculator
o Participants will be given an Emergency Fund Calculator Resource Aid that
outlines the steps for entering information into the emergency fund calculator.
o They will then be instructed to enter the activity amounts into the designated
fields of the calculator.
o After participants have entered the amounts into the designated sections, they
will be directed to observe the calculated amounts needed to create their own
emergency fund.
 The fourth activity will center on participants creating an actual emergency fund plan.
The participants will enter actual amounts reflective of their current resources into the
emergency fund calculator, when they get the amount needed for the fund, they will
then email a copy of the calculator to their facilitator, along with a one month plan on
how they will develop their emergency plan.
© Laureate Education, Inc.
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EIDT 6110
Advanced Instructional Design
 At the end of the workshop, the learner will reflect on the information presented. The
learner will be asked to summarize what they have learned. In addition, the learner will
be asked to identify any topics which were unclear or needed further explanation.
Activities and exercises will also be assessed to determine their relevance. Learners will
also be asked a question about topic sequencing to determine if the order of ideas
presented makes sense and builds upon previous knowledge.
 Four weeks after the workshop has been concluded, a survey will be sent to participants
to assess:
o If they are using the Snowball Debt Calculator, if so how well is it working for
them?
o What are their thoughts on debt, saving, etc. after they completed the
workshop? If their views changed or not and why or why not?
o If they are using the Emergency Fund Calculator, if so how well is it working for
them?
Alignment to the Five Levels of Evaluation
Because of this kind of training, the level 1 or smiley face evaluation will be given to the participants
directly after completing the workshop. This information will be essential in determining if areas of the
training need to be increased, decreased, or taken out of the training.
The level 2 evaluation will be relying heavily on the student’s use and mastery of the two calculators
within the course. The practice activities will expose them to the tools and the personal execution labs
will enable the facilitator to determine if they truly understood the concepts around using the tool, as
well as understanding how to use the tools.
Because of the subject matter of this workshop, it will be difficult to assess evaluation 3 behavior and 4
results, during training, therefore a survey will be designed to be sent to participants four weeks after
completion of the workshop to gauge usage of the two calculators introduced in the training as well as
check participants usage of debt snowballing and emergency fund planning. I am also considering
checking back in with participants six months after completion of the training to see the amount of
progress, if any that has been accomplished with debt snowballing and developing an emergency fund.
There will not be a Level 5 ROI done on this particular workshop.
© Laureate Education, Inc.
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EIDT 6110
Advanced Instructional Design
Alignment of Unit Goals to the evaluation process
Workshop Objective
Learn about financial topics, such as debt,
credit, debt ratio and debt load.
Component of Evaluation Plan
Level 1
Discuss the principle of Snowball Budgeting
Level 2
Construct a sample of a personal budget
using Snowball Budgeting concepts
Level 2
Construct a sample emergency fund
Level 2
Design a personal snowball debt
calculation
Level 2,3,4
Design a personal emergency fund and
emergency fund plan
Level 2,3,4
Evaluation Tools and Materials
The Level 1 was created using Kirkpatrick’s parameters for creating surveys that gauged
learner’s feelings about the course they were taking. It was determined that a “smile sheet”
would give a clear evaluation of the overall look and feel of the course.
The Level 2 will be accomplished during the workshop, using the two “practice sessions”, and
the two “personal applications sessions” in which participants will enter their personal
information into the two calculators to determined payment amounts to pay off acquired debt,
and additional personal information to determine amounts needed for an emergency fund.
The Level 3 and 4 will be sent in the form of an email with open ended questions centering on
participants usage, difficulties, insights, etc.
There will not be a Level 5 done on this learning intervention.
Summary of modifications:
Workshop Objectives: I also created two additional objectives for the workshop centering on
designing a personal emergency plan and personal snowball debt calculations. I also deleted the
object: Identify practice tips of using rather than abusing credit, because, it was determined that
this objective was not conducive to the topics of debt snowballing and emergency fund creation.
Formative Evaluation: I totally changed the reasoning and the preassessment, because I felt
that it was more important to find out learners views on debt rather than test them on terms
because of their age range and because of the fact these are educated people. I didn’t think that
it would be a value-added learning experience.
© Laureate Education, Inc.
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EIDT 6110
Advanced Instructional Design
Summative Evaluation: I incorporated two practical activities, centering on the participants
personal finances which they will have access to during the workshop. One final activity was
changed to two final activities.
Reference List:
Level 1 Evaluation http://www.businessballs.com/kirkpatricklearningevaluationmodel.htm
Snowballing Debt Final Project
Post Workshop Survey : Subject Debt Snowballing
Post Workshop Survey: Subject Emergency Fund
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