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 professional roles of participants in this training and the range of
organizations for which they work.
__________________________________________________________________________________
__________________________________________________________________________________
5) Will the participants you trained usually be working with workers in groups, individually in
person, or individually by telephone? (check all that apply)
 Groups
 Individually in person
 Individually by telephone

6) In which group settings do the participants you trained intend to use Your Money, Your Goals with
workers?

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OMB Control Number: 3170-0038
Expiration Date: 08/31/2016
__________________________________________________________________________________
__________________________________________________________________________________
7) In which one-on-one settings do the participants you trained intend to use Your Money, Your
Goals with workers?
__________________________________________________________________________________
__________________________________________________________________________________
8) What types of services are workers generally seeking when they contact the participants that you
trained? (For example, are they looking for assistance with managing a layoff or other disruption
in employment? Assistance related to an on the job injury?)
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________

Feedback on Toolkit Modules
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.

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

Module

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

Module 1:
Introduction to
the Toolkit

 5: Extremely useful
4
3
2
 1: Not at all useful
 N/A Not covered

Module 2:
Assessing the
Situation

 5: Extremely useful
4
3
2
 1: Not at all useful
 N/A Not covered

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?

___________
 I did not
discuss this
module during
this training

___________
 I did not
discuss this
module during
this training

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

Module

Module 3:
Starting the
Conversation

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

___________

 N/A Not covered

Module 4:
Emotional and
Cultural
Influences on
Financial
Decisions

 5: Extremely useful
4
3
2
 1: Not at all useful
 N/A Not covered

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?

 I did not
discuss this
module during
this training

___________
 I did not
discuss this
module during
this training

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

Module

Module 5:
Financial
Empowerment
in a Group
Setting

Module 6:
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

___________

 N/A Not covered

 5: Extremely useful
4
3
2
 1: Not at all useful
 N/A Not covered

Module 7:

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?

 I did not
discuss this
module during
this training

___________
 I did not
discuss this
module during
this training

 5: Extremely useful

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

Module
Saving for the
Unexpected,
Emergencies
and 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?

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?

4
3
2
 1: Not at all useful
 N/A Not covered

___________
 I did not
discuss this
module during
this training

Module 8:
Managing
Income and
Benefits

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

Module 9:

 5: Extremely useful

 N/A Not covered

___________
 I did not
discuss this
module during
this training

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

Module
Paying Bills

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?

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?

4
3
2
 1: Not at all useful
 N/A Not covered

___________
 I did not
discuss this
module during
this training

Module 10:
Managing Cash
Flow

 5: Extremely useful
4
3
2
 1: Not at all useful
 N/A Not covered

Module 11:

___________
 I did not
discuss this
module during
this training

 5: Extremely useful

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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?

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?

4
3
2
 1: Not at all useful
 N/A Not covered

___________
 I did not
discuss this
module during
this training

Module 12:
Understanding
Credit Reports
and Scores

 5: Extremely useful
4
3
2
 1: Not at all useful
 N/A Not covered

___________
 I did not
discuss this
module during
this training

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

Module

Module 13:
Evaluating
Financial
Service
Providers,
Products and
Services

Module 14:
Protecting
Consumer
Rights

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

___________

 N/A Not covered

 5: Extremely useful
4
3
2
 1: Not at all useful
 N/A Not covered

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?

 I did not
discuss this
module during
this training

___________
 I did not
discuss this
module during
this training

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Overall Reaction and Feedback
9) Is there anything that you did during this training that worked particularly well?
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
10) Is there anything that you would do differently if you were to do this training again?
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
11) 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?
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
12) Thinking about the goal of equipping people who serve workers to integrate financial
empowerment into their work, please provide any other suggestions you have for how Your
Money, Your Goals could be improved.
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

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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.

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