Evaluation

Brinkerhoff's Success Case Method

The Success Case Method (SCM) is a training evaluation approach that investigates why some participants succeed after training while others do not, rather than measuring average outcomes across the whole group.

Why it matters#

Most evaluation treats participants as a homogeneous group and looks for average results. The SCM starts from a different observation: after almost any training program, some participants improve significantly and others do not. The method uses this variation as data. By investigating what the high performers did differently — and what obstacles the low performers faced — you get actionable insight into both the training and the work environment.

Kirkpatrick Model

Evaluation, Measurement, Kirkpatrick

The Kirkpatrick Model is a four-level framework for evaluating training programs, progressing from learner reaction through to measurable business results. It is the most widely used training evaluation model.

Why it matters#

Most training programs are evaluated only at Level 1 — a post-course survey. The Kirkpatrick Model makes explicit that reaction data is the weakest form of evidence. Working up through the levels gives a complete picture of whether the training actually changed behaviour and delivered business value. Starting the design process at Level 4 and working backwards also ensures that training is aligned to real outcomes from the start.

Phillips ROI Methodology

Evaluation, Roi, Measurement

The Phillips ROI Methodology is a training evaluation framework that extends the Kirkpatrick Model with two additional levels: program inputs and a financial return on investment calculation.

Why it matters#

The Kirkpatrick Model stops at business results. The Phillips methodology goes one step further — it converts those results into a financial figure and compares it to the cost of the program. This makes the value of training legible in the language that sponsors and executives use to make decisions.

Training Evaluation

Evaluation, Measurement, Roi

Training evaluation is the process of collecting and analysing evidence to determine whether a training program achieved its goals and what impact it had on the business.

Why it matters#

A short post-course survey is not evaluation. Real evaluation asks whether learners improved, whether they changed their behaviour on the job, and whether the business results the training was meant to drive actually moved. Without that evidence, you cannot defend the program, improve it, or secure future funding. Evaluation is also how you build credibility as a designer — it shows that you care whether training works, not just whether it was delivered.