These evaluation resources are developed or recommended by UW-Extension Family Living colleagues on the Family Financial Education team. Feel free to use any of these resources, in part or whole, to plan an assessment of your financial programming. If you use or adapt any of the evaluation tools developed by a UW-Extension colleague, we encourage you to let the author know as a courtesy.

Title: Basic Money Management Class: Three Month Follow-up Evaluation Cover letter (Word document) Author: Gayle Rose Martinez, Family Living Agent Clark County UW-Extension gaylerose.martinez@co.clark.wi.us Purpose: This evaluation tool has been designed to collect impact data from financial management classes and individual coaching which incorporates the following concepts: SMART goals Spending plan Saving strategies Debt repayment strategies To be mailed 3 months after the workshop, workshop series or coaching sessions.  A sample cover letter is provided which should be localized for your office and personalized for the participant.  Note:  This cover letter is intended to accompany a copy of the SMART Goal they created for themselves during the class.     Title: Building Wealth Workshop Evaluation Author: Jennifer Caravella, Family Living Educator Waushara County UW-Extension jennifer.caravella@ces.uwex.edu Purpose: To be distributed before and after the workshop to evaluate knowledge gained and increased understanding.     Title: Money Matters - Course Evaluation Author: Money Matters, FDIC Money Smart - Financial Education Curriculum, Take-Home Guide Purpose: To be distributed at the end of a workshop series to evaluate course satisfaction and knowledge gained.     Title: Debt Reduction Workshop Evaluation Author: Jennifer Caravella, Family Living Educator Waushara County UW-Extension jennifer.caravella@ces.uwex.edu Purpose: To be distributed before and after the workshop to evaluate knowledge gained and increased understanding.     Title: Evaluations for Financial Education Series with Inmates Author: Jennifer Caravella, Family Living Educator Waushara County UW-Extension jennifer.caravella@ces.uwex.edu Purpose: To be distributed at the end of a workshop series to evaluate knowledge gained and changes in behavior. Also includes follow-up questions to be mailed to inmates 2-3 months after release.     Title: Family Finances Evaluation Author: Kathy Metzenbauer, Family Living Agent Juneau County UW-Extension kathleen.metzenbauer@ces.uwex.edu Purpose: To be distributed at the end of a workshop to evaluate course satisfaction, increased understanding of financial concepts, intention to use information, and change in behavior.     Title: Money 2000 and Beyond Newsletter Evaluation Author: Jennifer Caravella, Family Living Educator Waushara County UW-Extension jennifer.caravella@ces.uwex.edu Purpose: Used for employee envelope stuffer, but can by adapted for an independent evaluation of Money 2000 Newsletter. Use to evaluate usefulness of newsletter, knowledge gained, and changes in behavior.     Title: What Do You Know - Money Matters Author: Money Matters, FDIC Money Smart - Financial Education Curriculum, Take-Home Guide Purpose: To be distributed at the end of a workshop series to evaluate increased understanding and knowledge gained. Back to Evaluation