Contents

Foreword vii
Introduction xi
Acknowledgments xxi
   
Section I: Evaluation Planning 1
1 Identifying Stakeholder Needs 3
    Lizette Zuniga  
2 Developing Powerful Program Objectives 15
    Heather M. Annulis and Cyndi H. Gaudet  
3 Planning Your Evaluation Project 29
   Donald J. Ford  
   
Section II: Data Collection 53
4 Using Surveys and Questionnaires 55
   Caroline Hubble  
5 Designing a Criterion-Referenced Test 73
    Sharon A. Shrock and William C. Coscarelli  
6 Conducting Interviews 85
    Anne F. Marrelli  
7 Conducting Focus Groups 97
   Lisa Ann Edwards  
8 Action Planning as a Performance Measurement and Transfer Strategy 107
   Holly Burkett  
9 The Success Case Method: Using Evaluation to Improve Training   Value and Impact 125
    Robert O. Brinkerhoff and Timothy P. Mooney  
10 Using Performance Records 135
    Ronald H. Manalu  
   
Section III: Data Analysis 147
11 Using Statistics in Evaluation 149
    George R. Mussoline  
12 Analyzing Qualitative Data 165
    Keenan (Kenni) Crane  
13 Isolating the Effects of the Program 173
    Bruce C. Aaron  
14 Converting Measures to Monetary Value 189
    Patricia Pulliam Phillips  
15 Identifying Program Costs 201
    Judith F. Cardenas  
16 Calculating the Return-on-Investment 213
    Patricia Pulliam Phillips  
17 Estimating the Future Value of Training Investments 223
    Daniel McLinden  
   
Section IV: Measurement and Evaluation at Work 237
18 Reporting Evaluation Results 239
   Tom Broslawsky  
19 Giving CEOs the Data They Want 253
    Jack J. Phillips  
20 Using Evaluation Results 265
   James D. Kirkpatrick and Wendy Kayser Kirkpatrick  
21 Implementing and Sustaining a Measurement and Evaluation Practice 283
    Debi Wallace  
22 Selecting Technology to Support Evaluation 295
   Kirk Smith  
23 Evaluating mLearning 307
    Cathy A. Stawarski and Robert Gadd  
24 Evaluating Leadership Development 321
    Emily Hoole and Jennifer Martineau  
25 Evaluating a Global Sales Training Program 337
    Frank C. Schirmer  
26 Evaluating Technical Training 355
    Toni Hodges DeTuncq  
27 Evaluating Traditional Training versus Computer Simulation Training for Leader Development 373
    Alice C. Stewart and Jacqueline A. Williams  
   
Section V: Voices 385
Robert O. Brinkerhoff 387
Mary L. Broad 392
Jac Fitz-enz 396
Roger Kaufman 400
Donald L. Kirkpatrick 404
Jack J. Phillips 409
Dana Gaines Robinson 415
William J. Rothwell 420
Epilogue 427
About the Editor of “Voices” 429
   
Appendix: Answers to Exercises 431
About the Editor 455
Index 457
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