Your Money, Your Goals Toolkit Customer Surveys and Select Field Tests

OMB Control Number: 3170-0038
Expiration Date: 08/31/2016

Instrument 2: Survey for Trainer Feedback on Curriculum Following
Usage
Thank you for completing this survey as part of our evaluation of this training on Your
Money, Your Goals. This information is being collected to help CFPB improve the Your
Money, Your Goals materials. CFPB and its contractor will review responses to identify
potential enhancements to the materials.
Complete this survey providing short written responses and selecting from response options, as
prompted by the survey questions. Please note that your responses will be kept private to the
extent permitted by law and when survey results are reported none of your answers will be
directly connected to you. Please see the Paperwork Reduction Act statement and Privacy
Notice on the last page of this survey.
The organization sponsoring this delivery of the Consumer Financial Protection Bureau’s Your Money,
Your Goals (may be the same as or different from your employer):
__________________________________________________________________________________

Contextual Information
1) How many people participated in this training? ____________
2) In what city and state was the training held? ___________________________
3) What was the total duration of this training (excluding breaks)? ____________________
4) Describe the backgrounds and roles of participants in this training and the range of organizations
for which they work.
__________________________________________________________________________________
__________________________________________________________________________________
5) What types of services do clients generally receive from the participants that you trained?
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________

Feedback on Toolkit Modules

Page 1

OMB Control Number: 3170-0038
Expiration Date: 08/31/2016
In the following section of the survey, we would like you to describe your experiences and satisfaction
with each of the individual modules in Your Money, Your Goals. If you need additional space for any of
your answers, please use the back of the page.

Page 2

OMB Control Number: 3170-0038
Expiration Date: 08/31/2016

Module

Module 1:
Introduction to
the Toolkit

Module 2:
Putting the
Toolkit into
Action

On a scale of 1 to
5, how useful do
you think these
resources will be
to the
participants?

How many
minutes did you
spend discussing
this module?

 5: Extremely
useful
4
3
2
 1: Not at all
useful

___________

 5: Extremely
useful
4
3
2
 1: Not at all
useful

What content in
this module will
be most useful
for participants?

What content or
tools in this
module will be
less useful for
participants, if
any, and why?

What feedback
do you have for
how this module
should be
revised?

How might this
content be
integrated in to
the technologies
your legal aid
uses to serve
clients?

 I did not discuss
this module during
this training

___________
 I did not discuss
this module during
this training

Page 3

OMB Control Number: 3170-0038
Expiration Date: 08/31/2016

Module

Module 3:
Assessing the
Situation

Module 4:
Setting Goals

On a scale of 1 to
5, how useful do
you think these
resources will be
to the
participants?

How many
minutes did you
spend discussing
this module?

 5: Extremely
useful
4
3
2
 1: Not at all
useful

___________

 5: Extremely
useful
4
3
2
 1: Not at all
useful

What content in
this module will
be most useful
for participants?

What content or
tools in this
module will be
less useful for
participants, if
any, and why?

What feedback
do you have for
how this module
should be
revised?

How might this
content be
integrated in to
the technologies
your legal aid
uses to serve
clients?

 I did not discuss
this module during
this training

___________
 I did not discuss
this module during
this training

Module 5:

 5: Extremely

Page 4

OMB Control Number: 3170-0038
Expiration Date: 08/31/2016

Module

Managing
Income and
Benefits

On a scale of 1 to
5, how useful do
you think these
resources will be
to the
participants?
useful
4
3
2
 1: Not at all
useful

How many
minutes did you
spend discussing
this module?

What content in
this module will
be most useful
for participants?

What content or
tools in this
module will be
less useful for
participants, if
any, and why?

What feedback
do you have for
how this module
should be
revised?

How might this
content be
integrated in to
the technologies
your legal aid
uses to serve
clients?

___________
 I did not discuss
this module during
this training

Module 6: Paying
Bills and Other
Expenses

 5: Extremely
useful
4
3
2
 1: Not at all
useful

___________
 I did not discuss
this module during
this training

Page 5

OMB Control Number: 3170-0038
Expiration Date: 08/31/2016

Module

Module 7:
Managing Cash
Flow

Module 8: Saving
for the
Unexpected,
Emergencies and
Goals

Module 9:

On a scale of 1 to
5, how useful do
you think these
resources will be
to the
participants?

How many
minutes did you
spend discussing
this module?

 5: Extremely
useful
4
3
2
 1: Not at all
useful

___________

 5: Extremely
useful
4
3
2
 1: Not at all
useful

What content in
this module will
be most useful
for participants?

What content or
tools in this
module will be
less useful for
participants, if
any, and why?

What feedback
do you have for
how this module
should be
revised?

How might this
content be
integrated in to
the technologies
your legal aid
uses to serve
clients?

 I did not discuss
this module during
this training

___________
 I did not discuss
this module during
this training

 5: Extremely

Page 6

OMB Control Number: 3170-0038
Expiration Date: 08/31/2016

Module

Dealing with
Debt

On a scale of 1 to
5, how useful do
you think these
resources will be
to the
participants?
useful
4
3
2
 1: Not at all
useful

How many
minutes did you
spend discussing
this module?

What content in
this module will
be most useful
for participants?

What content or
tools in this
module will be
less useful for
participants, if
any, and why?

What feedback
do you have for
how this module
should be
revised?

How might this
content be
integrated in to
the technologies
your legal aid
uses to serve
clients?

___________
 I did not discuss
this module during
this training

Module 10:
Understanding
Credit Reports
and Scores

Module 11:
Evaluating

 5: Extremely
useful
4
3
2
 1: Not at all
useful

___________
 I did not discuss
this module during
this training

 5: Extremely
useful

Page 7

OMB Control Number: 3170-0038
Expiration Date: 08/31/2016

Module

Financial Service
Providers,
Products and
Services

On a scale of 1 to
5, how useful do
you think these
resources will be
to the
participants?
4
3
2
 1: Not at all
useful

How many
minutes did you
spend discussing
this module?

What content in
this module will
be most useful
for participants?

What content or
tools in this
module will be
less useful for
participants, if
any, and why?

What feedback
do you have for
how this module
should be
revised?

How might this
content be
integrated in to
the technologies
your legal aid
uses to serve
clients?

___________
 I did not discuss
this module during
this training

Module 12:
Protecting
Consumer Rights

 5: Extremely
useful
4
3
2
 1: Not at all
useful

___________
 I did not discuss
this module during
this training

Page 8

Overall Reaction and Feedback
6) Is there anything that you did during this training that worked particularly well?
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
7) Is there anything that you would do differently if you were to do this training again?
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
8) Are there any topics that you believe should be covered in more detail in Your Money, Your Goals,
or any additional tools or resources that should be added?
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
9) Thinking about the goal of equipping legal aid staff members to integrate financial empowerment
into their work, please provide any other suggestions you have for how Your Money, Your Goals
could be improved.
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

Page 9

Paperwork Reduction Act
According to the Paperwork Reduction Act of 1995, an agency may not conduct or sponsor, and a
person is not required to respond to a collection of information unless it displays a valid OMB control
number. The OMB control number for this collection is 3170-0038. It expires on 08/31/2016. The
time required to complete this information collection is estimated to average approximately 20
minutes per response, including the time for reviewing any instructions, searching existing data
sources, gathering and maintaining the data needed, and completing and reviewing the collection of
information. The obligation to respond to this collection of information is voluntary. Comments
regarding this collection of information, including the estimated response time, suggestions for
improving the usefulness of the information, or suggestions for reducing the burden to respond to
this collection should be submitted to Bureau at the Consumer Financial Protection Bureau
(Attention: PRA Office), 1700 G Street NW, Washington, DC 20552, or by email to PRA@cfpb.gov.
Privacy Notice
Information you provide in response to this survey will help the survey sponsor the Consumer Financial
Protection Bureau (“CFPB”) evaluate the effectiveness of the Your Money, Your Goals toolkit, and to
assess the scope of partner organizations’ use of the toolkit.
The CFPB will not obtain or access any information that directly identifies respondents, and any answers
or comments you provide will not be tied to you individually. The agency will only obtain and access deidentified results and aggregated analyses of those results. Any directly identifying information will only
be used by ICF International (survey facilitator) and partner organizations to facilitate distribution and
collection of surveys and survey responses. Survey responses will not be shared and will be kept private
except as required by law.
This collection of information is authorized by Pub. L. No. 111-203, Title X, Sections 1013 and 1022,
codified at 12 U.S.C. §§ 5493 and 5512.
Your participation is voluntary, and you may withdraw participation at any time.

Page 10