Evaluation Instruments

OMB Control Number: 3170-XXXX
Expiration Date: XX/XX/20XX

Pre-Training Survey for Your Money, Your Goals
For completion by training participants at the beginning of a Your Money, Your Goals
training. Return this survey to your trainer.

Thank you for completing this survey. This information is being collected to help the
Consumer Financial Protection Bureau to track usage of the Your Money, Your Goals
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.
1) Which organization organized this delivery of Your Money, Your Goals? __________________
2) Which of the Consumer Financial Protection Bureau’s (CFPB) Your Money, Your Goals partners
organized the larger training initiative of which this delivery is a part? ____________________
3) Before today, have you been trained to use Your Money, Your Goals?
 Yes
 No
4) Which version of the toolkit was used for your training? (See the subtitle on your copy of the
toolkit.)
 Social Services Programs
 Volunteers

 Workers
 Legal Aid

5) How confident are you in your ability to…
Very
Confident

Confident

Somewhat
Confident

Not at All
Confident

Understand core financial management
topics, such as budgeting, saving, and
setting financial goals?









Discuss core financial management topics
with the people you serve?









Assess individuals’ financial condition or
situation?









Get help if you or the people you serve
clients have questions about financial
issues?









Refer people to community resources such
as credit-debt counseling and tax filing
assistance?









1

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

Confident

Somewhat
Confident

Not at All
Confident

Know where to go for unbiased information
or help in working with the people you
serve?









Help people manage their financial
challenges?









Provide the right financial content at the
right time in the context of your work with
individuals?









Access and use tools and materials from the
Consumer Financial Protection Bureau
(CFPB) through its consumer website?









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.
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-XXXX. It expires on XX/XX/20XX. The time required
to complete this information collection is estimated to average approximately 5 minutes per response.
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 CFPB_PRA@cfpb.gov.

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