Evaluation
Money for Life Evaluation
Money Talk
Program Planning and Reporting homepage
A Money Talk follow-up evaluation (MS Word) has been developed for Money Talk workshops. The evaluation should be used at the conclusion of in-depth/sequenced programs (2+ sessions).
Summarizing and reporting data
Follow-up Question |
Families Activity Report |
1. I have at least three written financial goals. 2. I have an effective system for planning and tracking my spending. 3. My personal and financial records are organized so that if I should die suddenly, someone else could easily take over. 5. I have adequate savings to meet a financial emergency. |
5a. Number of participants who have improved personal and family financial management skills. (If 'yes' is checked for any of these statements, include the participant in this number.) |
| 7. I have taken steps to reduce debt. | 6a. Number of resource management program participants who have taken steps to reduce their debt. |
11. I have a retirement savings plan that includes supplemental tax-deferred savings such as a 401(k), 403(b), or an IRA plan. 12. I've done a "ballpark" estimate of the savings I'll need when I retire. |
7a. Number of resource management program participants who have planned for their retirement. |
Kristin Taylor
Last update: 10/30/08