Outcomes
Assessment
Measuring Success
The Family Guide/Career Portfolio life skill and job readiness training has several points of client assessment built in.
-
Learning Objectives Signoff for each chapter in Family Guide
-
Goal-Setting Exercise Signoff for each chapter in the Family Guide
-
Learning Objectives Signoff for each exercise in Practical Exercises
-
Exercise Signoff from Practical Exercises
- Career Portfolio Evaluation in Practical Exercises.
Common Questions:
Why use measurable learning objectives?
How do I prove the client completed the module?
How do the Family Guide end of chapter goal-setting exercises work?
Measurable learning objectives clarify the expectation for both the trainer and the client. All activities, discussions and exercises should be able to be mapped back to a learning objective and supported by the reading materials. When a trainer is determining whether an activity is an appropriate supplement to this training, the acid test is to map it back to the measurable learning objectives.
Each form is designed to itemize the measurable components of the module. Each form requires two signatures—the trainer’s and the client’s. Both parties have responsibility for the completeness of the form.
§ Learning Objective Signoffs (Family Guide & Practical Exercise workbook)—
- Your signature means you have reviewed the learning objectives with the client.
- The client’s signature means they could execute the objectives. (In the case of low-functioning clients, this may mean you delivered the content through discussions using the discussion questions and activities. For high-functioning clients, they may be able to achieve the learning objectives though reading and minimal discussion.)
§ Goal-Setting Exercise Signoff for the Family Guide—
Client’s Name: _______________________ Today’s Date: ________ Learning Objectives § Explain the parts of a paycheck § Analyze the best value for your banking § Describe the difference between banks and credit unions § Explain how to use credit cards responsibly § Develop a personal budget § Identify common expenses § Describe the envelope method of budgeting § Complete a skill development plan for “Finances: Handling Your Money ” (End of chapter Goal- Setting Exercise) § Attach photocopies of the client’s completed work. I, _________________________ have completed all necessary reading and exercises related to the above-stated learning objectives. The provider and I have reviewed those items that required discussion. ___________________________ ___________________________ Client’s Signature Provider’s Signature |
- Your signature means you have interviewed the client and they have explained their goals related to the itemized skills and have transferred appropriately any goals to Practical Exercise 1.
- The client signature means it was completed in the actual Family Guide end of chapter goal- setting exercise and upon request it could be verified against the signoff sheet. (See below for detailed explanation of goal-setting exercises.)
§ Exercise Signoff from Practical Exercises—
Your signature means you have evaluated the practical exercise against the criteria described on the signoff sheet and noted appropriate transfer of findings to Practical Exercise 1. If any part of the exercise signoff is incomplete—return the Practical Exercise workbook to the client and guide them to completion before signing off.
The client’s signature means they have completed the exercise and transferred appropriate items to Practical Exercise 1.
§ Career Portfolio Evaluation (PE08-09)—
- Your signature means you have viewed the career portfolio in its assembled form.
- The client’s signature means they created this career portfolio themselves.
The assessment documents required for completion are identified at the beginning of each module. Every document requires both a client and provider/trainer signature. The client is always to complete the exercise in their books first, then you debrief at the end of the modules. Photocopies of goal-setting exercises in the Family Guide and completed exercises in the Practical Exercises book that were completed by the client must be attached to appropriate assessment documents.
Below is a sample skill list on finances—skills are listed in the first column. The other three columns indicate how well the client can currently do them.
Personal Finances Skills |
||||||
Can I... |
I want to try
this skill |
I want to do
this skill better |
I am an expert
at this skill |
|||
Skill List |
Goal Date |
Date Completed |
Date Practiced |
Goal Date |
Date Completed |
|
Read my pay stub |
||||||
Cash my paycheck with-out costing myself money |
|
|||||
Open a checking account |
||||||
Open a savings account |
||||||
| Read a credit card statement | ||||||
| Manage my credit card debt | ||||||
| Create a household budget | ||||||
| Estimate monthly expenses | ||||||
| Estimate monthly income | ||||||
| Track my expenses | ||||||
In the exercise the client decides what his or her current experience is on each skill, then sets a goal for learning or improving the skill.
Personal Finances Skills |
|||||
Can I... |
I want to try
this skill |
I want to do
this skill better |
I am an expert
at this skill |
||
Skill List |
Goal Date |
Date Completed |
Date Practiced |
Goal Date |
Date Completed |
Read my pay stub |
|||||
Cash my paycheck with-out costing myself money |
|||||
Open a checking account |
|||||
Open a savings account |
|||||
| Read a credit card statement | |||||
| Manage my credit card debt | |||||
| Create a household budget | |||||
| Estimate monthly expenses | |||||
| Estimate monthly income | |||||
| Track my expenses | |||||
Follow-up: I tried
it on this date:
The assessment documents are identified in each module. Copies of these assessment documents can be found on the member's-only portion of this website.
This assessment process was designed to allow the client to keep their original work and through review and summary create an outcome assessment process with clear signoffs for the client file.
I
practiced this skill on this date: I
do this skill very well, automatically.
I want
to have tried this
by this date:
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