Tracking Outcomes

Tracking outcomes is vital to strengthening financial literacy practice, ensuring accountability to stakeholders and demonstrating that your program made a difference. These tools gather participant feedback and “post-assessment” financial literacy related data that you can compare with information collected by tools in the Gathering Baseline Data section. They help track changes in participants’ financial literacy-related habits, skills, knowledge and attitudes, as well as longer-term changes in their financial situation.

Exit and Post-assessment

Purpose:
  • Provides participant feedback on what worked and what did not and gathers information about your participants’ money-related habits, skills and attitudes after completing a course.
When to use it: 
  • When you are interested in getting feedback about your financial literacy program and doing simple outcomes research.

Follow-up Survey

Purpose:
  • Develops a picture of your participants’ money-related habits, skills and attitudes several months after completing a course and supports exploration of changes in participants’ financial situation over time.
When to use it: 
  • When you are interested in doing simple or longer-term outcomes research.

Personal Financial Literacy Quiz*

Purpose:
  • Designed to measure individual financial literacy at any point before, during or after a course to track changes in participants’ financial habits, knowledge and attitudes and benchmark these against the national average.
When to use it: 
  • When you are interested in doing longer-term research into outcomes, comparing the progress of participants within your program and benchmarking your participants against the knowledge of Canadians in general.

* Also in the 'Analyzing Your Data' section.

Workshop Evaluation (Satisfaction Survey)

Purpose:
  • Designed to give you immediate feedback on the delivery of your financial literacy program for the purpose of ongoing reflection and improvement.
When to use it: 
  • When you are interested in measuring participant satisfaction levels and assessing the appropriateness of delivery and content for a workshop.

Program Documentation

Purpose:
  • For keeping track of program delivery information such as workshop and course dates, content, participants numbers, evaluation forms and methods of delivery.
When to use it: 
  • When you want to keep track of program delivery information and provide further context for your evaluation.