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Data Collection Plan
Program:______________________________          Responsibility:_________________________     Date:____________
                                                           Data Collection
Level    Broad Program Objective(s)       Measures       Method/Instruments   Data Sources   Timing     Responsibilities
        REACTION/SATISFACTION
  1     and PLANNED ACTIONS




        LEARNING
  2

        APPLICATION/
  3     IMPLEMENTATION




        BUSINESS IMPACT
  4

        ROI
  5                                   Baseline Data:____________________________________________________________

                                      Comments:_________________________________________________________________
                                         ___________________________________________________________________
ROI Analysis Plan


Program:______________________________          Responsibility:________________________           Date:____________

             Methods for
             Isolating the      Methods of                                                          Other
Data Items   Effects of the   Converting Data                              Communication         Influences/
 (Usually      Program/         to Monetary         Cost      Intangible   Targets for Final   Issues During
 Level 4)       Process            Values        Categories    Benefits        Report            Application   Comments

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Data Collection & Analysis Plan Template for Measuring ROI

  • 1. Data Collection Plan Program:______________________________ Responsibility:_________________________ Date:____________ Data Collection Level Broad Program Objective(s) Measures Method/Instruments Data Sources Timing Responsibilities REACTION/SATISFACTION 1 and PLANNED ACTIONS LEARNING 2 APPLICATION/ 3 IMPLEMENTATION BUSINESS IMPACT 4 ROI 5 Baseline Data:____________________________________________________________ Comments:_________________________________________________________________ ___________________________________________________________________
  • 2. ROI Analysis Plan Program:______________________________ Responsibility:________________________ Date:____________ Methods for Isolating the Methods of Other Data Items Effects of the Converting Data Communication Influences/ (Usually Program/ to Monetary Cost Intangible Targets for Final Issues During Level 4) Process Values Categories Benefits Report Application Comments