NEFE Financial Education Evaluation Toolkit

NEFE Financial Education Evaluation Toolkit: Evaluate and Document Your Program

This toolkit is designed to help financial educators evaluate and document their programs’ impact on students. Well-designed evaluations help educators determine if a program meets its audience’s needs; identify strengths in the program and the facilitator; spot areas for improvement; and justify funding of the program to stakeholders. This workshop is intended to help individuals who deliver financial education—including financial planners, social service professionals, community volunteers, and human resource professionals—learn how to use the Evaluation Toolkit database, templates, and forms to evaluate the effectiveness of educational programs.

Workshop Materials

You must agree to the terms of the Content License Agreement below to access the materials. Once the materials are downloaded, they may be used as-is or customized to best meet your needs.

Each kit provides workshop facilitators with the materials needed to run a workshop straight out of the box, or the choice to adapt any of the detailed presentations, scripts or learner action plans to suit their unique audience’s needs. Here is what you can find in each workshop.

A Presentation

Display these PowerPoint slides during your presentation to keep the workshop engaging and on track.

A Script

Consult the script for tips on how to prepare for your workshop, what your primary talking points will be, and follow-up resources.

Activities and Info Sheets

Guide your workshop participants through the hands-on activities and informational sheets to bring the financial skills to life.

Related Resources

Find additional suggested resources that can help round out your educational offerings.


The FAQ section for each workshop can help answer your questions about working with your intended audience.


Why is it important to evaluate the program I am presenting?

Evaluations provide several benefits to presenters, participants, and sponsors. As a presenter, you will gain feedback on how you can improve your presentation. For participants, the presenter and sponsor learn if the program is meeting the audience’s needs for financial education. For the program sponsor, evaluation data can be used to justify or increase funding for a program.

How long does it take to create a basic evaluation?

The NEFE Financial Education Evaluation Toolkit® is very easy to learn and is an efficient tool for creating evaluations. You can create a solid evaluation consisting of 10 to 15 questions in as little as 10 minutes. Your first evaluation may take longer as you learn the system and familiarize yourself with the database.

How will the program evaluation be used and by whom?

Typically, the program sponsor will use the evaluation data to justify ongoing or increased funding requests. As a presenter, you also can use the evaluation to help you improve the delivery of the program materials.

Whose responsibility is it to create an evaluation?

Typically, a program sponsor needs specific information and therefore will take the lead to develop the evaluation. Even if the sponsor does not require the use of an evaluation, you as the presenter still may want to create one yourself to improve the workshop, enhance your presentation skills, and document reasons to continue or increase funding for the program.

What is the cost to use the Evaluation Toolkit?

The NEFE Financial Education Evaluation Toolkit® is free and requires only a simple registration.

Family Money Skills

Help low-literacy families gain the critical life skills needed to make smart financial choices.

Download Workshop

Money Management for Adult Learners

Help adult learners identify ways to make continuing education an affordable way to better their life.

Download Workshop

Rebuilding Financially After Domestic Violence

Help domestic violence victims build a financial foundation and make plans for the future.

Download Workshop

Working Women

Designed to give newly-employed women basic information on how to make sound financial decisions.

Download Workshop

<strong>Expected Date of Workshop</strong> - leave blank if unknown
<a href="#" data-toggle="modal" data-target="#myModal" data-dismiss="modal">Why NEFE requests this information</a>