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10 strategies and tactics for Training Evaluation

What is Training Evaluation strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Finding the right Training Evaluation strategy can be daunting, especially when you're busy working on your day-to-day tasks. This is why we've curated a list of examples for your inspiration.

Copy these examples into your preferred tool, or utilize Tability to ensure you remain accountable.

How to write your own Training Evaluation strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Training Evaluation strategy examples

You'll find below a list of Training Evaluation tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for developing a training evaluation method

  • ⛳️ Strategy 1: Identify training objectives

    • Review the overall objectives of the training programme
    • Identify specific skills or knowledge areas to be assessed
    • Consult with training facilitators to align on targets
    • Set measurable criteria for success
    • Ensure objectives align with organizational goals
    • Develop key performance indicators (KPIs) based on objectives
    • Determine how often evaluations should take place
    • Decide on both short-term and long-term objectives
    • Gather feedback from participants on learning expectations
    • Create a checklist of objectives for easy tracking

  • ⛳️ Strategy 2: Design an evaluation form

    • Research best practices in training evaluation forms
    • Draft questions that assess understanding and application
    • Include both quantitative and qualitative assessment options
    • Ensure questions are clear and concise
    • Allow space for open-ended feedback
    • Include a self-assessment section for participants
    • Pilot the evaluation form with a small group
    • Revise questions based on pilot feedback
    • Integrate company branding into the form design
    • Develop a scoring rubric for consistent evaluation

  • ⛳️ Strategy 3: Implement and review evaluation process

    • Train evaluators on how to use the evaluation form
    • Provide participants with instructions for completing evaluations
    • Schedule regular evaluation sessions within the training timeline
    • Collect completed evaluation forms in a secure manner
    • Analyse data for patterns in progress and areas of improvement
    • Share results with participants and provide feedback
    • Adjust training sessions based on evaluation results
    • Conduct follow-up evaluations to monitor ongoing progress
    • Solicit feedback from both evaluators and participants on the process
    • Review and refine the evaluation process annually
training-evaluationkpistraining-facilitatorevaluatorhuman-resourcestraining-and-development
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Strategies and tactics for implementing formal HRM practices

  • ⛳️ Strategy 1: Initiate structured recruitment process

    • Audit current recruitment process to identify gaps
    • Develop detailed job descriptions and specifications
    • Create a structured interview format and evaluation criteria
    • Implement an applicant tracking system for efficiency
    • Provide recruitment training for hiring managers
    • Partner with local job boards and universities for outreach
    • Implement a referral programme to leverage existing employees' networks
    • Conduct regular recruitment process reviews to ensure effectiveness
    • Monitor the diversity of candidates to promote inclusion
    • Gather feedback from new hires about their recruitment experience

  • ⛳️ Strategy 2: Establish comprehensive performance evaluation system

    • Research and select a suitable performance evaluation framework
    • Train managers on effective evaluation techniques
    • Develop clear, measurable performance goals for each role
    • Implement a platform for continuous performance tracking
    • Schedule regular one-on-one feedback sessions
    • Introduce 360-degree feedback from peers and subordinates
    • Recognise and reward high performers regularly
    • Create individual development plans based on evaluation outcomes
    • Use performance data to inform promotions and pay increases
    • Regularly revise the evaluation system based on feedback

  • ⛳️ Strategy 3: Develop continuous training and development programmes

    • Conduct a training needs analysis for all employees
    • Create a yearly training calendar with various learning opportunities
    • Partner with industry experts for specialised training sessions
    • Implement e-learning platforms for flexible access to courses
    • Encourage cross-functional training to promote versatility
    • Schedule regular workshops on emerging industry trends
    • Offer leadership development programmes for potential future leaders
    • Evaluate training programme effectiveness through employee feedback
    • Allocate budget for external courses and certifications
    • Incorporate on-the-job training and mentorship schemes
recruitmentperformance-evaluationhr-managertraining-coordinatorrecruitmentemployee-development
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Strategies and tactics for developing an Institutional Strategic Plan

  • ⛳️ Strategy 1: Conduct a comprehensive institutional analysis

    • Form a dedicated strategic planning committee
    • Perform a SWOT analysis to determine strengths, weaknesses, opportunities, and threats
    • Compile findings into a detailed report
    • Align SWOT findings with the institution's goals and objectives
    • Identify critical success factors for the CBT approach
    • Engage stakeholders for feedback using surveys and focus groups
    • Use feedback to refine institutional values and vision
    • Present SWOT analysis findings to all relevant departments
    • Utilise SWOT findings to prioritise objectives
    • Review and revise vision and mission statements based on analysis

  • ⛳️ Strategy 2: Develop specific objectives and strategies

    • Identify broad institutional objectives focused on CBT implementation
    • Ensure objectives align with vision, mission, and values
    • Create specific and measurable strategies for each objective
    • Formulate clear performance indicators for monitoring progress
    • Designate responsible personnel for each strategy
    • Set realistic timeframes for achieving objectives
    • Prioritise strategies based on institutional impact and feasibility
    • Draft main thrusts of strategic initiatives
    • Incorporate stakeholder feedback into strategic planning
    • Regularly review and adjust strategies as necessary

  • ⛳️ Strategy 3: Establish an implementation and monitoring plan

    • Develop a detailed action plan specifying activities for each strategy
    • Create a schedule outlining the timeframe for each activity
    • Assign roles and responsibilities to appropriate staff members
    • Identify key performance indicators to measure success
    • Set up a monitoring and evaluation team to oversee progress
    • Schedule regular check-ins and progress reviews
    • Develop a financial income forecast for the next five years
    • Allocate budgetary resources to support strategic initiatives
    • Implement a reporting system for accountability
    • Conduct annual reviews to measure success and adjust plans
strategic-planningcompetency-based-trainingstrategic-plannerproject-managerplanning-committeeevaluation-team
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Strategies and tactics for establishing primary systems

  • ⛳️ Strategy 1: Evaluate current systems

    • Conduct a thorough audit of existing systems
    • Identify strengths and weaknesses of current systems
    • Consult with key stakeholders to gather input
    • Benchmark against industry standards
    • Evaluate system performance metrics
    • Assess the user-friendliness of each system
    • Document inefficiencies and bottlenecks
    • Prioritise areas for improvement
    • Compile a detailed report of findings
    • Present findings to the leadership team

  • ⛳️ Strategy 2: Implement new systems

    • Research systems that address identified needs
    • Select vendors and request proposals
    • Evaluate proposals based on cost, features, and support
    • Lead a cross-functional team to pilot new systems
    • Gather feedback from pilot users
    • Make necessary adjustments based on feedback
    • Develop an implementation timeline
    • Coordinate system training for staff
    • Launch systems incrementally to ensure stability
    • Monitor initial usage and resolve issues promptly

  • ⛳️ Strategy 3: Maintain and optimise systems

    • Set up regular system performance assessments
    • Establish a maintenance schedule
    • Create a user feedback mechanism
    • Conduct ongoing training sessions for staff
    • Monitor system metrics for potential improvements
    • Review and update system documentation regularly
    • Implement updates and patches promptly
    • Maintain relationships with system vendors
    • Evaluate the need for system upgrades periodically
    • Report system health to leadership quarterly
system-evaluationimplementationit-manageroperations-directortechnical-supporttraining-and-development
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Strategies and tactics for enhancing an analytics strategy

  • ⛳️ Strategy 1: Summarise the analytics strategy

    • Review the proposed use of logistic regression to detect vehicle insurance fraud
    • Document the dataset details, including size and fraud rate
    • Outline the reduction of variables from 33 to 15 key risk factors
    • Note the top indicators identified: Fault, Policy Type, Vehicle Category, and Address Change Claims
    • State the achieved AIC value
    • Describe the 50% probability threshold used for case escalation
    • Highlight the strengths of the strategy including its practical business focus
    • Summarise the interpretability benefits of the model
    • Identify weaknesses such as lack of model validation
    • List concerns about data quality and decision threshold simplicity

  • ⛳️ Strategy 2: Evaluate the analytics strategy

    • Assess the appropriateness of logistic regression for fraud detection
    • Evaluate the systematic approach using backward elimination for feature selection
    • Identify the effective alignment of probability outputs with business decision needs
    • Analyse the model's practical implications as demonstrated in case studies
    • Identify gaps in model validation such as train/test splits
    • Critique the arbitrary 50% decision threshold
    • Examine the quality of data exploration and preprocessing
    • Note the absence of performance metrics like accuracy and recall
    • Evaluate the limits of using only raw variables without feature engineering
    • Determine opportunities for further analytical insights and model improvements

  • ⛳️ Strategy 3: Suggest improvements to the analytics strategy

    • Implement a robust validation framework using train, validation, and test data splits
    • Calculate comprehensive performance metrics including precision, recall, and F1-score
    • Conduct cost-benefit analysis to optimise probability thresholds
    • Evaluate and compare advanced modelling techniques such as Random Forest
    • Enhance feature engineering with derived variables and interaction terms
    • Establish a data quality framework with systematic cleaning and imputation
    • Develop a real-time monitoring system for model performance tracking
    • Incorporate external data sources like weather and traffic patterns
    • Explore unsupervised learning for advanced fraud detection
    • Build capabilities for automated model retraining as new data arrives
vehicle-fraudlogistic-regressiondata-analystmachine-learning-engineerdata-science-teamfraud-detection-team
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Strategies and tactics for developing a Comprehensive Strategic Framework

  • ⛳️ Strategy 1: Enhance Leadership Training and Compliance Monitoring

    • Schedule and track live training sessions to achieve 100% compliance by 12.1.2025
    • Collaborate with The Center to monitor self-paced training via the Centralized Dashboard
    • Develop a system for regular reminders on training deadlines
    • Design an evaluation method to assess training effectiveness
    • Provide incentives for timely training completion
    • Identify and address barriers to completing training requirements
    • Establish reporting protocols for training compliance to leadership
    • Regularly update training materials to maintain relevance
    • Create an accountability framework for non-compliance
    • Host quarterly review sessions to ensure training goals are met

  • ⛳️ Strategy 2: Implement a Comprehensive Lunch N Learn Series

    • Develop a curriculum for supervisor-level sessions to be rolled out in 2026
    • Outline topics and content for employee-level training in 2026
    • Identify and recruit experienced facilitators for sessions
    • Set a schedule for regular Lunch N Learn meetings
    • Create promotional materials to encourage participation
    • Gather feedback from participants to refine future sessions
    • Coordinate with HR to align with broader training objectives
    • Track attendance and engagement using digital tools
    • Evaluate participant learning through post-session assessments
    • Continuously adjust the content based on feedback and outcomes

  • ⛳️ Strategy 3: Optimise Credentialing and Billing Processes

    • Ensure all clinicians are credentialed by 1.1.2026
    • Credential all clinical supervisors by 1.1.2026
    • Identify common causes of failed claims and develop mitigation strategies
    • Implement a monitoring system to track claim submission timings
    • Provide training to clinicians on effective billing practices
    • Regularly review and optimise credentialing processes
    • Collaborate with finance to identify underproductive clinicians
    • Develop improvement plans for clinicians providing face-to-face services
    • Create a feedback loop to continuously improve billing practices
    • Conduct quarterly reviews on progress toward credentialing and billing goals
leadership-developmentoperational-efficiencyfacilitatorsclinicianshrfinance
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Strategies and tactics for developing a Comprehensive Strategic Plan for Marketing and Communications

  • ⛳️ Strategy 1: Strengthen brand recognition and awareness

    • Conduct a brand audit to identify strengths and areas for improvement
    • Create a unified branding guideline to be distributed across all departments
    • Organise a series of brand-focused workshops for FNU staff
    • Develop a consistent messaging strategy highlighting FNU's dual roles
    • Engage professional designers to update FNU's visual identity
    • Leverage successful alumni stories in marketing materials and campaigns
    • Launch a digital campaign featuring student testimonials and experiences
    • Collaborate with influencers and media for broader reach
    • Use targeted social media ads to reach potential students
    • Monitor brand perception through regular surveys and social listening

  • ⛳️ Strategy 2: Enhance stakeholder engagement and partnerships

    • Map out key stakeholders and create a targeted engagement plan
    • Develop an alumni relations strategy that includes networking events
    • Launch a newsletter for staff, students, and alumni to foster connection
    • Establish partnerships with local and international businesses
    • Organise industry panels and talks at FNU to increase visibility
    • Promote collaborative research initiatives with partner institutions
    • Host bi-annual stakeholder forums to discuss university progress
    • Develop student ambassador programs to engage current and prospective students
    • Launch campaigns highlighting student achievements in local communities
    • Implement stakeholder feedback mechanisms to improve relationships

  • ⛳️ Strategy 3: Drive a digital transformation and innovation in marketing

    • Adopt advanced digital marketing tools and platforms
    • Create a dedicated content team for social media management
    • Introduce monthly podcasts focusing on trends and experiences at FNU
    • Enhance the FNU website with a user-friendly experience
    • Run SEO and content marketing campaigns to increase organic reach
    • Engage in targeted email marketing for different audience segments
    • Invest in analytics tools to assess digital campaign performance
    • Produce engaging video content showcasing the university's offerings
    • Use virtual reality for interactive virtual tours of campus facilities
    • Launch digital education initiatives to support online learning goals
brand-recognitiondigital-transformationmarketing-managercommunications-specialistpublic-relationsdigital-marketing
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Strategies and tactics for implementing a 5-Year Business Continuity and Crisis Strategy Plan

  • ⛳️ Strategy 1: Mitigate and prepare for risks

    • Conduct comprehensive risk assessments for all business units
    • Identify critical business functions and implement redundancy measures
    • Develop and regularly update business impact analyses (BIA)
    • Create detailed business continuity and crisis management plans (BCP & CMP)
    • Set up a centralized crisis management platform for streamlined response
    • Initiate tabletop simulation exercises to test preparedness
    • Conduct joint resilience workshops with key suppliers
    • Implement preventive IT solutions to safeguard against cyber threats
    • Practice crisis scenarios to refine response strategies
    • Regularly audit and update risk mitigation measures

  • ⛳️ Strategy 2: Develop and enhance crisis communication

    • Design a robust communication plan for internal and external stakeholders
    • Establish a crisis communication team with defined roles and responsibilities
    • Develop clear, concise messaging templates for different crisis scenarios
    • Launch a crisis communication portal accessible by stakeholders
    • Train spokespersons for effective media handling during crises
    • Implement monitoring tools for tracking crisis-related information in real-time
    • Regularly update stakeholders through quarterly resilience reports
    • Use feedback tools to capture stakeholder sentiment during and post-crisis
    • Integrate social media platforms for wider message dissemination
    • Conduct regular communication audits to ensure clarity and effectiveness

  • ⛳️ Strategy 3: Leverage technology for enhanced resilience

    • Deploy redundant IT infrastructure and cloud solutions to ensure data availability
    • Integrate AI tools for improved threat detection and incident response
    • Ensure all platforms are compliant with the latest industry standards
    • Utilize advanced analytics to forecast and simulate potential disruptions
    • Establish regular software updates and patch management protocols
    • Implement AI-driven monitoring systems for real-time threat scanning
    • Define key metrics for disaster recovery performance measurement
    • Track and report on the recovery time objective (RTO) for all critical functions
    • Encourage continuous feedback from IT teams to refine technology strategies
    • Benchmark IT resilience against industry standards to identify improvement areas
resiliencerisk-managementcrisis-managerit-specialistrisk-assessment-teamcrisis-communication-team
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Strategies and tactics for expanding Sterling Tour and Travel Agency into the Kenyan Market

  • ⛳️ Strategy 1: Forge strategic partnerships

    • Identify and partner with a medium-sized Kenyan tour and travel agency
    • Leverage the local partner’s market knowledge and customer base
    • Align services to meet local cultural and tourist preferences
    • Ensure clear communication channels with partners
    • Negotiate mutually beneficial terms in partnership agreements
    • Engage local travel influencers to promote joint offerings
    • Create co-branded marketing materials with local partners
    • Host joint events and travel expos to increase brand visibility
    • Develop shared objectives and performance metrics
    • Regularly review and refine partnership strategies

  • ⛳️ Strategy 2: Adapt services to local market conditions

    • Research and understand customer preferences in Kenya
    • Develop Kenya-specific travel packages including popular destinations
    • Implement a pricing strategy that reflects local purchasing power
    • Offer flexible payment options tailored to Kenyan market needs
    • Launch culturally immersive experiences like safaris and heritage tours
    • Translate marketing materials into Swahili and other local languages
    • Align services with environmental and cultural preservation initiatives
    • Conduct training sessions for employees on local customs and practices
    • Incorporate feedback from local customers into service offerings
    • Regularly update offerings based on seasonal tourist trends

  • ⛳️ Strategy 3: Enhance marketing and brand awareness

    • Launch social media campaigns targeting Kenyan travellers
    • Partner with local influencers to widen digital reach
    • Participate in local and international travel expos
    • Utilise radio and print media to reach different demographics
    • Highlight local partnerships in marketing communications
    • Develop emotional and engaging storytelling content
    • Create promotional videos showcasing Kenyan attractions
    • Establish a customer referral programme
    • Leverage customer testimonials in marketing materials
    • Conduct surveys to measure brand awareness and adapt strategies
partnershipslocalizationstrategic-plannermarketing-specialistmarketing-teambusiness-development-team
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Strategies and tactics for implementing a Quality Assurance Strategy for Contact Centres

  • ⛳️ Strategy 1: Define and Monitor Quality Standards

    • Clearly define quality standards and performance expectations for agents
    • Develop a detailed QA scorecard focusing on key performance indicators
    • Implement regular monitoring and evaluation processes to assess agent performance
    • Utilise AI tools to transcribe calls and analyse tone, sentiment, and keyword usage
    • Conduct in-depth evaluation of agent interactions to identify areas for improvement
    • Incorporate peer reviews from senior agents and team leads for additional insights
    • Provide regular calibration sessions to maintain consistency in evaluations
    • Regularly review and update quality standards to align with customer needs
    • Offer regular feedback sessions to discuss performance and improvement areas
    • Continuously improve QA criteria and tools based on evolving business and agent needs

  • ⛳️ Strategy 2: Strengthen Reporting and Communication

    • Establish a reporting structure to deliver weekly, monthly, and quarterly performance reports
    • Conduct weekly debrief meetings with QA team, team leads, and senior management
    • Hold monthly one-on-one feedback sessions with agents to discuss their performance
    • Leverage AI analytics tools to track key performance indicators effectively
    • Develop customised dashboards for visualising trends and insights derived from QA assessments
    • Present data-driven recommendations to management for informed decision-making
    • Maintain open communication channels for agents to provide feedback and ask questions
    • Act as a representative for members, ensuring their concerns influence contact centre policies
    • Document case histories accurately to facilitate future reference and insights
    • Encourage feedback to refine processes and training strategies continually

  • ⛳️ Strategy 3: Enhance Agent Training and Development

    • Provide ongoing coaching and training opportunities to enhance agent skills and knowledge
    • Offer specialised training sessions based on feedback from QA evaluations
    • Conduct role-playing exercises to prepare agents for real-life situations
    • Use performance data to identify training needs and develop targeted modules
    • Empower agents through knowledge-sharing sessions highlighting best practices
    • Ensure training includes updates in company policies and customer handling techniques
    • Prioritise skill development to enhance empathy, problem-solving, and communication skills
    • Implement a framework for agents to replicate successful case-handling methods
    • Monitor agent progress post-training to measure effectiveness and make adjustments
    • Foster a culture of continuous development and learning across all teams
quality-assurancecustomer-satisfactionquality-assurance-managercustomer-service-agentcollectionsretentions
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How to track your Training Evaluation strategies and tactics

Having a plan is one thing, sticking to it is another.

Having a good strategy is only half the effort. You'll increase significantly your chances of success if you commit to a weekly check-in process.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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