The Kirkpatrick Model: Four Levels of Training Evaluation (With Examples, Free Template, & FAQ)
By Devlin Peck · Updated
The Kirkpatrick Model is a four-level framework for evaluating the effectiveness of training programs. Developed by Donald Kirkpatrick in 1959 and refined for decades since, it remains the most widely used training evaluation model in corporate learning and instructional design.
This guide covers all four levels with real-world examples, sample evaluation questions for each level, a planning template, the updated New World Kirkpatrick Model, common criticisms, and how Kirkpatrick compares to alternatives like the Phillips ROI Methodology and CIRO.
What Is the Kirkpatrick Model?
The Kirkpatrick Model is a training evaluation framework that measures the impact of a learning program across four sequential levels: Reaction, Learning, Behavior, and Results. Each level answers a different question about whether the training is working, and each level becomes more difficult (and more valuable) to measure than the one before it.
While the model is most often applied to corporate training and eLearning programs, it's flexible enough to evaluate any kind of learning intervention. Modern practitioners (including the Kirkpatrick family's own training organization) treat the model as cyclical rather than linear, and they teach evaluators to plan in reverse: start by defining your Level 4 business results, then work backward to design the training itself.
The Four Levels at a Glance
Here's how the four levels compare across the questions they answer, the methods used to measure them, and when to do that measurement.
| Level | Question Answered | Common Methods | When to Measure | Difficulty |
|---|---|---|---|---|
| 1. Reaction | Did learners find the training engaging, relevant, and useful? | Post-training surveys, pulse checks, focus groups | During and immediately after training | Low |
| 2. Learning | Did learners gain the intended knowledge, skills, attitudes, confidence, and commitment? | Quizzes, tests, demonstrations, pre/post assessments | During and at the end of training | Moderate |
| 3. Behavior | Are learners applying what they learned on the job? | Observation, performance data, 360-degree feedback, supervisor reviews | Beginning within weeks of training; ongoing | High |
| 4. Results | Is the training producing measurable outcomes for the business? | KPIs, ROE, Contributive ROI, leading and lagging indicators | 3–12 months post-training, ongoing | Very High |
A Brief History of the Model (1959–2026)
Donald Kirkpatrick first introduced the four levels in his 1954 PhD dissertation at the University of Wisconsin, then published the framework in a 1959 series of articles in the journal Training and Development. His 1994 book Evaluating Training Programs: The Four Levels made the model the de facto standard for the training industry.
In the 2010s, Don's son Jim Kirkpatrick and daughter-in-law Wendy Kirkpatrick launched the New World Kirkpatrick Model through Kirkpatrick Partners. Their update kept the original four levels but added critical refinements: required drivers to support on-the-job behavior, confidence and commitment as Level 2 indicators, and a strong emphasis on planning evaluation from Level 4 backward.
The model continues to evolve. In 2026, Vanessa Milara Alzate is expanding the framework further with explicit attention to the performance environment: the systems, culture, and reinforcement structures that determine whether training actually sticks.
If you'd rather leave with a deliverable than a definition, use the builder below: it walks you through all four levels for your specific program and hands you an evaluation plan you can copy straight into your project doc.
Interactive tool
Build your evaluation plan
Pick your program type, tell me what the business needs, and choose the instruments that fit. You'll leave with a four-level evaluation plan you can copy into your project doc.
Fair warning before you start: most teams only ever measure Levels 1 and 2, because Levels 3 and 4 are harder. But the data that matters most lives at Levels 3 and 4, and behavior change depends more on manager reinforcement than on training quality. If you can't commit to the follow-through, trim the plan rather than pretend.
Prefer to read? The full measurement menu behind this tool
| Program type | Level | What to measure | Instrument | Timing | Effort |
|---|---|---|---|---|---|
| Compliance training | 1. Reaction | Perceived relevance to the learner's actual job | Post-training survey built around relevance, not enjoyment | Immediately after training | low |
| Compliance training | 1. Reaction | Confusion points in the content | In-session pulse checks after each policy section | During training | low |
| Compliance training | 1. Reaction | What learners would change | Two open-ended questions at the end of the survey | Immediately after training | low |
| Compliance training | 2. Learning | Knowledge of the policy and required steps | Scored quiz with a pass threshold, scenario questions over recall questions | End of training | medium |
| Compliance training | 2. Learning | Ability to apply the policy in context | Short case analyses graded against a rubric | End of training | medium |
| Compliance training | 2. Learning | Confidence and commitment to comply | Two survey items: can you do this Monday, and do you intend to | End of training | low |
| Compliance training | 3. Behavior | Compliant behavior in real work | Supervisor spot-check observations with a short checklist | Starting 2 to 4 weeks post-training, ongoing | high |
| Compliance training | 3. Behavior | Process adherence captured by systems | Existing system logs and exception reports | Monthly pulls from week 4 onward | medium |
| Compliance training | 3. Behavior | Barriers to compliance | 30 and 60 day self-report survey on obstacles | 30 and 60 days post-training | low |
| Compliance training | 3. Behavior | Manager reinforcement of the policy | Required-drivers audit: is anyone reinforcing, measuring, or rewarding this | 4 weeks post-training | medium |
| Compliance training | 4. Results | Violation and incident rate | Incident reports and audit findings vs pre-training baseline | Quarterly, 3 to 12 months post-training | medium |
| Compliance training | 4. Results | Stakeholder-defined success | Return on Expectations check-in with legal or compliance sponsor | Defined at kickoff, reviewed quarterly | low |
| Compliance training | 4. Results | Audit readiness | Internal audit scores against pre-training baseline | Next audit cycle | medium |
| New-hire onboarding | 1. Reaction | Relevance of week-one content to the actual role | End-of-week-one survey focused on relevance and clarity | End of first week | low |
| New-hire onboarding | 1. Reaction | Pacing and overload | Quick pulse check after each onboarding module | During onboarding | low |
| New-hire onboarding | 1. Reaction | What's missing from the program | Short interviews with a sample of recent hires | End of onboarding | medium |
| New-hire onboarding | 2. Learning | Role knowledge and core procedures | Knowledge check aligned to the role's first real tasks | End of each module | medium |
| New-hire onboarding | 2. Learning | Ability to perform core tasks | Supervised task walkthrough or role play before going live | End of onboarding | high |
| New-hire onboarding | 2. Learning | Confidence and commitment for the first solo week | Confidence and commitment survey items | End of onboarding | low |
| New-hire onboarding | 3. Behavior | Independent performance of core tasks | Manager observation checklist on the job | 2 to 4 weeks after onboarding ends | high |
| New-hire onboarding | 3. Behavior | Ramp progress on real work | Existing performance systems: tickets closed, calls handled, tasks shipped | Weekly from week 2 through month 3 | medium |
| New-hire onboarding | 3. Behavior | Obstacles new hires hit applying the training | 30/60/90 day self-report survey | 30, 60, and 90 days | low |
| New-hire onboarding | 3. Behavior | Manager and buddy reinforcement | Required-drivers check: is the manager coaching to the same standards onboarding taught | 30 days post-onboarding | medium |
| New-hire onboarding | 4. Results | Time to full productivity | Ramp metric vs pre-program baseline | Per cohort, 3 to 6 months | medium |
| New-hire onboarding | 4. Results | Early retention | 90-day and 1-year retention vs baseline cohorts | Quarterly | low |
| New-hire onboarding | 4. Results | Early quality and error rates | QA scores or error rates for new hires' first 90 days | Monthly, first two quarters | medium |
| Sales enablement | 1. Reaction | Relevance to live deals | Post-session survey asking reps if this maps to their current pipeline | Immediately after training | low |
| Sales enablement | 1. Reaction | Engagement during rollout | In-session polls and facilitator observation | During training | low |
| Sales enablement | 1. Reaction | Field credibility of the content | Focus group with a few senior reps | Within a week of training | medium |
| Sales enablement | 2. Learning | Pitch and objection-handling skill | Recorded role play scored against a rubric | End of training | high |
| Sales enablement | 2. Learning | Product and process knowledge | Short scenario-based quiz | End of training | low |
| Sales enablement | 2. Learning | Commitment to use the new approach | Commitment survey item plus a named next deal to try it on | End of training | low |
| Sales enablement | 3. Behavior | Use of the new approach in real deals | CRM activity data: talk tracks logged, plays run, demos booked | Weekly from week 2 onward | medium |
| Sales enablement | 3. Behavior | Quality of application on live calls | Call recording reviews or manager ride-alongs with a checklist | Starting 2 to 4 weeks post-training | high |
| Sales enablement | 3. Behavior | Manager reinforcement in pipeline reviews | Required-drivers check: are managers coaching to the new approach | 4 weeks post-training | medium |
| Sales enablement | 4. Results | Leading indicators of revenue | Qualified demos booked, proposals out, stage-conversion rates | Monthly from month 1 | medium |
| Sales enablement | 4. Results | Win rate and quota attainment | Lagging sales KPIs vs pre-training baseline | Quarterly, 3 to 12 months | low |
| Sales enablement | 4. Results | Stakeholder-defined success | Return on Expectations check-in with the sales VP | Defined at kickoff, reviewed quarterly | low |
| Technical skills | 1. Reaction | Relevance and pacing for mixed skill levels | Post-training survey with relevance and pace items | Immediately after training | low |
| Technical skills | 1. Reaction | Confusion points in hands-on sections | Pulse checks after each lab or practice block | During training | low |
| Technical skills | 1. Reaction | Perceived usefulness of the practice environment | Two open-ended survey questions on the labs | Immediately after training | low |
| Technical skills | 2. Learning | Hands-on skill with the tool or procedure | Skill demonstration: perform the task end to end, observed | End of training | high |
| Technical skills | 2. Learning | Knowledge gain over baseline | Pre- and post-assessment with matched items | Before training and at the end | medium |
| Technical skills | 2. Learning | Confidence to use the skill unsupervised | Confidence survey items after the demonstration | End of training | low |
| Technical skills | 3. Behavior | Actual tool usage on the job | System logs and usage analytics, xAPI if you have it | Weekly from week 2 onward | medium |
| Technical skills | 3. Behavior | Quality of applied work | QA reviews or peer observation with a checklist | Starting 2 to 4 weeks post-training | high |
| Technical skills | 3. Behavior | Obstacles to applying the skill | 30 and 60 day self-report on blockers | 30 and 60 days post-training | low |
| Technical skills | 4. Results | Operational metrics the skill should move | Resolution time, error rate, or output vs baseline | Monthly, 3 to 12 months | medium |
| Technical skills | 4. Results | Downstream customer impact | CSAT or NPS on work that used the new skill vs work that didn't | 3 to 6 months post-training | high |
| Technical skills | 4. Results | Stakeholder-defined success | Return on Expectations check-in against kickoff criteria | Defined at kickoff, reviewed at 6 months | low |
| Leadership development | 1. Reaction | Relevance to each leader's real situation | Post-session survey centered on relevance items | After each session | low |
| Leadership development | 1. Reaction | Session-by-session engagement | Cohort check-ins and facilitator observation | During the program | low |
| Leadership development | 1. Reaction | Perceived applicability of each model taught | One open-ended question per session: what will you use this week | After each session | low |
| Leadership development | 2. Learning | Judgment in realistic scenarios | Case-study analysis scored against a rubric | End of program | medium |
| Leadership development | 2. Learning | Skill in coaching conversations | Observed role play of a real conversation they need to have | During and end of program | high |
| Leadership development | 2. Learning | Confidence and commitment to lead differently | Confidence and commitment items plus a written action plan | End of program | low |
| Leadership development | 3. Behavior | Changed behavior as their team experiences it | 360-degree feedback vs pre-program baseline | Baseline before, repeat at 3 to 6 months | high |
| Leadership development | 3. Behavior | Follow-through on action plans | Structured coaching conversations reviewing the plan | 30, 60, and 90 days | medium |
| Leadership development | 3. Behavior | Direct-report experience over time | Short pulse survey to each leader's team | 60 and 120 days post-program | medium |
| Leadership development | 4. Results | Team retention and engagement | Retention and engagement scores on participants' teams vs comparable teams | 6 to 12 months | medium |
| Leadership development | 4. Results | Internal mobility of participants | Promotion and readiness data vs baseline | 12 months | low |
| Leadership development | 4. Results | Stakeholder-defined success | Return on Expectations review with the executive sponsor | Defined at kickoff, reviewed at 6 and 12 months | low |
| Something else | 1. Reaction | Perceived relevance to the job | Post-training survey built around relevance, not satisfaction | Immediately after training | low |
| Something else | 1. Reaction | Confusion and drop-off points | In-the-moment pulse checks during the program | During training | low |
| Something else | 1. Reaction | What worked and what to change | Short interviews or focus group with a sample of learners | Within a week of training | medium |
| Something else | 2. Learning | Knowledge and skill gain over baseline | Pre- and post-assessment with matched items | Before training and at the end | medium |
| Something else | 2. Learning | Ability to perform the target skill | Skill demonstration or scenario assessment, observed | End of training | high |
| Something else | 2. Learning | Confidence and commitment to apply it | Two survey items: can you do this on Monday, and will you | End of training | low |
| Something else | 3. Behavior | On-the-job application of the training | Direct observation by supervisors or peers with a short checklist | Starting 2 to 4 weeks post-training | high |
| Something else | 3. Behavior | Behavior captured by existing systems | Performance data the business already tracks | Monthly from week 4 | medium |
| Something else | 3. Behavior | Obstacles to applying it | 30/60/90 day self-report survey | 30, 60, and 90 days | low |
| Something else | 3. Behavior | Reinforcement in the work environment | Required-drivers audit: who reinforces, what's measured, what's rewarded | 4 weeks post-training | medium |
| Something else | 4. Results | The business KPI this training supports | KPI tracking vs pre-training baseline | 3 to 12 months, ongoing | medium |
| Something else | 4. Results | Early signals the KPI will move | Leading indicators reviewed monthly | Monthly from month 1 | medium |
| Something else | 4. Results | Stakeholder-defined success | Return on Expectations check-in against criteria set at kickoff | Defined at kickoff, reviewed quarterly | low |
| Something else | 4. Results | Effect vs a comparison group | Control-group comparison where feasible | 3 to 6 months post-training | high |
Fair warning before you start: most teams only ever measure Levels 1 and 2, because Levels 3 and 4 are harder. But the data that matters most lives at Levels 3 and 4, and behavior change depends more on manager reinforcement than on training quality. If you can't commit to the follow-through, trim the plan rather than pretend.
Kirkpatrick's Four Levels of Training Evaluation Explained
The sections below walk through each level in order from 1 to 4, which makes them easier to understand. But when you actually plan an evaluation strategy, you should work the opposite direction: start with Level 4 (what the business needs) and design backward. We'll cover that workflow later.
Level 1: Reaction
Level 1 captures how participants respond to the training experience. Specifically, it measures how engaging, relevant, and useful they found it. This is the most commonly collected type of evaluation data, usually gathered through a short post-training survey (sometimes called a "smile sheet").
One important update from the New World model: relevance is a stronger predictor of behavior change than satisfaction or engagement. A learner can enjoy a workshop and still not apply any of it. But if they tell you the content was directly relevant to their job, they're far more likely to actually use it. Build your Level 1 surveys around relevance, not just enjoyment.
Level 1 evaluation also shouldn't wait until the end of a program. Formative pulse checks during the training, like quick polls, check-in questions, or facilitator observations, let you adjust in the moment instead of finding out a week later that learners were lost in module two.
Level 1 Evaluation Techniques
- Post-training surveys (delivered via email, LMS, or in-session form)
- In-the-moment polls and pulse checks
- Short interviews or focus groups with a sample of participants
- Facilitator observations during live sessions
Sample Level 1 Questions
Use these as a starting point for your own questionnaire. Most are rated on a 1–5 Likert scale; the last two are open-ended.
- The training was directly relevant to my job.
- I will be able to apply what I learned in my work.
- The content was clear and well-organized.
- The instructor (or eLearning experience) kept me engaged.
- The pace of the training was appropriate.
- The practice activities helped me build confidence.
- I would recommend this training to a colleague.
- I feel confident I can use what I learned after this session.
- What part of the training was most useful to you?
- What would you change to make it more useful?
Level 1 Example: Screen Sharing Training
A technical support call center rolls out new screen-sharing software and runs a one-hour webinar teaching agents when to use it, how to initiate a session, and how to handle legal disclaimers. At the end, agents complete a short online survey rating relevance, clarity, and confidence, plus two open-ended questions on what worked and what didn't. The training team uses the results to flag the disclaimer section as confusing and revise it before the next cohort.
Level 2: Learning
Level 2 measures whether learners actually acquired the knowledge, skills, and attitudes the training was designed to teach. This is the cornerstone of most instructional design work. It's where quizzes, demonstrations, and final assessments live.
The New World Kirkpatrick Model expands Level 2 beyond the original "KSA" (knowledge, skills, attitudes) trio. It adds two new indicators: confidence (do learners believe they can do this back on the job?) and commitment (do they intend to actually do it?). Both are strong predictors of whether Level 3 behavior change will happen, and both can be measured with a few well-placed survey questions.
Pre-tests are also worth the effort when feasible. Measuring knowledge before and after training is the cleanest way to attribute gains to the training itself rather than to existing experience.
Level 2 Evaluation Techniques
- Multiple-choice quizzes and written tests (best for knowledge and cognitive skills)
- Skill demonstrations and role plays (best for procedural or physical skills)
- Pre- and post-assessments to measure gain
- Confidence and commitment surveys (e.g., "How confident are you that you can do X on Monday?")
- Case-study analyses and scenario-based questions
Sample Level 2 Questions & Assessment Formats
Knowledge check (multiple choice):
- Which of the following is the correct first step in initiating a screen-sharing session? (A/B/C/D)
- Before sharing your screen with a customer, you must: (select all that apply)
Skill demonstration prompts:
- "Walk me through initiating a screen-sharing session with this practice customer."
- "Show me how you would handle a customer who declines the screen-sharing request."
Confidence and commitment (1–5 scale):
- I feel confident I can initiate a screen-sharing session correctly on my next live call.
- I plan to use screen sharing on appropriate calls starting this week.
Level 2 Example: Screen Sharing Assessment
After the call center webinar, agents complete a 10-question multiple-choice quiz on the screen-sharing process and legal disclaimers. They must score 80% or higher to receive certification. They also complete a live role-play with their supervisor — initiating a session, walking through the disclaimer, and screen-sharing successfully — before they're authorized to use the tool on real customer calls.
A quick contrast: for a coffee-roastery cleaning workshop, written tests don't cut it. Physical procedural skills are best measured by direct observation, like watching each operator clean the machine end to end.
Level 3: Behavior
Level 3 asks the question that actually matters to the business: are people behaving differently on the job because of this training? Learning something in a classroom and applying it back at your desk are two different things, and Level 3 is where the model starts producing data you can actually act on.
Two important practical notes. First, measurement should begin within a few weeks of training, not after 90 days. The longer you wait, the harder it is to attribute behavior changes to the training versus everything else happening in the work environment. A common cadence is to start observing 2–4 weeks post-training and continue through the 3–6 month window.
Second, behavior change doesn't happen because of training alone. Don Kirkpatrick identified four conditions necessary for behavior change: desire to change, knowledge of what to do, the right climate (a supportive manager, removed obstacles), and rewards for doing it. The New World model formalizes this idea as required drivers: the reinforcement, accountability, and support systems that turn learning into behavior. Without those drivers, even excellent training fails at Level 3.
Level 3 Evaluation Techniques
- Direct on-the-job observation by supervisors or peers
- Performance metrics already tracked by business systems (call data, sales activity, ticket resolution times)
- 360-degree feedback from managers, peers, and direct reports
- Self-reported behavior surveys at intervals (30, 60, 90 days)
- Action plans and follow-up coaching conversations
- xAPI (Experience API / Tin Can) data for tracking informal and on-the-job activity
Sample Level 3 Questions & Observation Methods
Self-report (sent 30 and 60 days post-training):
- How often have you used screen sharing on customer calls in the past 30 days?
- What's been the biggest obstacle to applying what you learned?
- What support from your manager or team would help you apply this more consistently?
Supervisor observation checklist (sample items):
- Agent identified an appropriate moment to offer screen sharing
- Agent read the disclaimer accurately and in full
- Agent troubleshot connection issues without disengaging the customer
Level 3 Example: On-the-Job Screen Sharing Behavior
The screen-sharing software is integrated with the call center's performance management platform, so every screen-share session is logged automatically. Three weeks after training, the team pulls a report: what percentage of eligible calls included a screen-share? Agents below a threshold get a coaching conversation, not a reprimand. The goal is to find out what's blocking transfer (forgot the steps? worried about customer reaction? no manager reinforcement?) and fix it.
Level 4: Results
Level 4 measures whether the training is actually moving the needle on the outcomes the business cares about, such as sales, customer satisfaction, retention, safety incidents, output, and error rates. This is where training proves its worth, and it's the level most organizations skip. It's also worth asking this question before you build the program at all, which is the territory covered in the ethics of deciding whether training is the right solution.
Two concepts make Level 4 more practical. The first is the distinction between leading and lagging indicators. Lagging indicators (quarterly revenue, annual turnover) tell you what already happened. Leading indicators (number of qualified demos booked, first-call resolution rate) predict where the lagging numbers are headed and let you course-correct earlier.
The second is a shift away from chasing a precise ROI number. Calculating the dollar return on a training program with any real certainty is extremely hard. There are too many confounding variables. Kirkpatrick Partners now recommends two more honest alternatives:
- Return on Expectations (ROE): Did the training deliver what stakeholders said success would look like? Defined collaboratively at the start of the project.
- Contributive ROI (cROI): An acknowledgment that training contributes to business results alongside other factors, rather than claiming sole credit.
Phillips' ROI Methodology (covered in the alternatives section below) takes a different approach and tries to isolate training's financial impact directly. Both views are valid; choose based on what your stakeholders find credible.
Level 4 Evaluation Techniques
- Tracking organization-level KPIs against pre-training baselines
- Control-group comparisons where feasible
- ROE check-ins with sponsors against pre-defined success criteria
- Customer feedback, NPS, and CSAT data
- Operational metrics (output, error rates, safety incidents, turnover)
Sample Level 4 Metrics & Questions
For the screen-sharing initiative:
- CSAT (customer satisfaction) on calls that included screen sharing vs. calls that did not
- First-call resolution rate
- Average handle time on issues where screen sharing was used
For stakeholder ROE conversations:
- Did we hit the customer-satisfaction targets you defined at the start of the project?
- What evidence would convince you this program is worth continuing?
- What unintended outcomes, positive or negative, have you observed?
Level 4 Example: Customer Satisfaction Impact
Six months after the screen-sharing rollout, the team compares CSAT scores on calls that used screen sharing against a matched sample that didn't. Calls with screen sharing show a measurable lift in CSAT and a reduction in average handle time. Combined with the Level 3 data showing strong adoption, the training team makes a credible Contributive ROI argument: the program is one of several factors driving the CSAT improvement, and the evidence supports continued investment.
The New World Kirkpatrick Model
The New World Kirkpatrick Model, developed by Jim and Wendy Kirkpatrick, is the current, modernized version of the framework. It keeps the original four levels but adds several practical concepts that address the biggest weakness of the 1950s version: the assumption that good training automatically leads to behavior change and business results.
The key additions:
- Plan from Level 4 backward. Every project starts by defining business results, then identifies the critical behaviors that produce those results, then the learning required for those behaviors, then the experience that delivers the learning.
- Required drivers at Level 3. Reinforcement, encouragement, rewards, and accountability systems that have to exist in the work environment for behavior change to happen. The model estimates that around 70% of behavior-change success comes from these drivers, not from training quality.
- Confidence and commitment at Level 2. Two new learning indicators that predict transfer better than knowledge alone.
- Return on Expectations (ROE) at Level 4. A stakeholder-defined measure of success that replaces the often-unreliable hunt for a precise ROI percentage.
If you're learning the model today, learn the New World version. The original 1959 framework is foundational, but the updated model reflects what practitioners have figured out over six decades of trying to make it work in real organizations.
How to Use the Kirkpatrick Model: A Step-by-Step Framework
Here's the workflow most experienced evaluators follow: working from Level 4 backward to Level 1.
- Define Level 4 outcomes with stakeholders. What measurable business result is this training supposed to support? Get a specific target where possible (e.g., "sell 800,000 units in year one," "reduce safety incidents by 20%," "improve CSAT by 5 points"). Document this as your Return on Expectations.
- Identify Level 3 critical behaviors. Working with subject matter experts and frontline managers, list the specific on-the-job behaviors that drive the Level 4 result. Be ruthless and focus on the few behaviors that matter most.
- Plan the required drivers. For each critical behavior, identify the reinforcement, accountability, and support that needs to exist post-training. Who reinforces it? What's measured? What's rewarded? Without this step, training won't transfer.
- Define Level 2 learning objectives. What knowledge, skills, attitudes, confidence, and commitment do learners need to perform the critical behaviors? Write objectives that point directly at Level 3 behaviors.
- Design the Level 1 experience. Build the training to be relevant first, engaging second. Make sure learners can see the link between what they're doing in the session and what they'll do back on the job.
- Build evaluation instruments before launch. Write your surveys, quizzes, observation checklists, and metric dashboards before the training rolls out. If you wait until afterward, you'll miss baseline data and lose credibility with stakeholders.
- Implement with formative pulse-checks. Don't wait for end-of-training feedback. Check in during the program, after each module, and at intervals post-training (30, 60, 90 days).
- Measure, report, and iterate. Share results with sponsors against the ROE you defined in step 1. Where the program is working, scale it. Where it's not, find out whether the issue is design, delivery, or missing required drivers, and then fix the root cause.
This workflow pairs well with broader ID frameworks like ADDIE and other instructional design models. Kirkpatrick handles the evaluation strategy; ADDIE handles the design and development workflow.
Kirkpatrick Model Template & Questionnaire
You can use this template to plan your evaluation using the Kirkpatrick model. It’s the exact template that I teach and share in the Instructional Design Project Lab.
Level 1: Reaction
| Success Criteria | Planned Method(s) | Timing |
|---|---|---|
| [Insert success criteria here] | [Insert proposed method(s) here] | [Insert proposed timing here] |
Level 2: Learning
| Success Criteria | Planned Method(s) | Timing |
|---|---|---|
| [Insert success criteria here] | [Insert proposed method(s) here] | [Insert proposed timing here] |
Level 3: Behavior
| Success Criteria | Planned Method(s) | Timing |
|---|---|---|
| [Insert success criteria here] | [Insert proposed method(s) here] | [Insert proposed timing here] |
Level 4: Results
| Success Criteria | Planned Method(s) | Timing |
|---|---|---|
| [Insert success criteria here] | [Insert proposed method(s) here] | [Insert proposed timing here] |
Sample Questionnaire by Level
The sample questions earlier in this guide can be assembled into a complete questionnaire. A practical approach:
- End-of-training survey (Level 1): 8–10 items covering relevance, clarity, engagement, confidence, and two open-ended questions.
- Knowledge assessment (Level 2): 10–15 multiple-choice items aligned to learning objectives, plus 2–3 confidence and commitment items on a 5-point scale.
- 30/60/90-day follow-up (Level 3): 5–8 self-report items on frequency of application, perceived obstacles, and support received.
- Stakeholder ROE check-in (Level 4): 3–5 questions asking sponsors to evaluate progress against the success criteria defined at kickoff.
Criticisms and Limitations of the Kirkpatrick Model
The Kirkpatrick Model is the industry standard, but it has real limitations worth knowing about (especially if you're going to defend your evaluation choices to a skeptical stakeholder).
- The causal-link assumption is weak. The model implies that positive Level 1 reactions lead to Level 2 learning, which leads to Level 3 behavior, which leads to Level 4 results. Decades of research (including critiques from Will Thalheimer and academic work indexed by ERIC) show that the relationships between levels are far weaker than the model suggests. Strong Level 1 scores tell you almost nothing about whether Level 3 transfer will happen.
- Most organizations stop at Levels 1 and 2. Because Levels 3 and 4 are harder to measure, they get skipped. The data that matters most is the data least often collected.
- The model doesn't isolate training from the environment. If Level 3 behavior doesn't change, was the training bad or did the work environment fail to support it? The original model doesn't answer this clearly. (The New World model's "required drivers" concept addresses this directly.)
- Attribution at Level 4 is genuinely hard. Business results are influenced by economic conditions, product changes, leadership, market timing, and dozens of other variables. Claiming training caused a specific outcome is rarely defensible. ROE and Contributive ROI are more honest framings.
- The model is descriptive, not prescriptive. It tells you what to measure but not how to design effective training. It needs to be paired with instructional design models and learning science.
None of this invalidates the framework. It's still the most useful starting point we have. But pretending the model is airtight does the profession no favors.
Alternatives to the Kirkpatrick Model
Several other evaluation frameworks have been developed to address Kirkpatrick's limitations or take different angles on the same problem.
| Model | What It Adds | Best For |
|---|---|---|
| Phillips ROI Methodology | Adds a fifth level (financial ROI) and provides a specific methodology for isolating training's impact and converting results to monetary value | Organizations that need a defensible dollar-figure ROI |
| CIRO Model (Warr, Bird, Rackham) | Four stages: Context, Input, Reaction, Output. Adds front-end analysis (context and input) that Kirkpatrick assumes you've already done | Programs that need formal needs analysis built into the evaluation framework |
| Anderson's Value of Learning Model | Three-stage model emphasizing strategic alignment of learning with business priorities before measurement | Senior L&D leaders aligning a training portfolio with strategy |
| Brinkerhoff's Success Case Method | Identifies the most and least successful cases and studies them in depth, rather than averaging across all participants | Quickly understanding what makes training transfer (or fail to transfer) in real conditions |
In practice, most organizations end up using Kirkpatrick as the spine and borrowing from Phillips (for ROI), CIRO (for front-end context), or Brinkerhoff (for case-based insight) when the situation calls for it.
Frequently asked questions
What are the four levels of the Kirkpatrick Model?
Level 1 (Reaction) measures how learners respond to the training. Level 2 (Learning) measures what they know and can do. Level 3 (Behavior) measures whether they apply it on the job. Level 4 (Results) measures the impact on business outcomes.
Who developed the Kirkpatrick Model and when?
Donald Kirkpatrick developed the model as part of his 1954 PhD dissertation at the University of Wisconsin and published it through a series of articles in 1959. His son Jim Kirkpatrick and Wendy Kirkpatrick updated it into the New World Kirkpatrick Model in the 2010s.
When should each level be measured?
Level 1: during and immediately after training. Level 2: at the end of training (and pre-training as a baseline where possible). Level 3: starting within a few weeks of training and continuing through the 3–6 month window. Level 4: 3–12 months post-training, with ongoing tracking.
What's the difference between the original and New World Kirkpatrick Model?
The New World model adds required drivers (the post-training reinforcement that enables behavior change), confidence and commitment as Level 2 indicators, an emphasis on planning from Level 4 backward, and Return on Expectations (ROE) as a more practical alternative to financial ROI.
Is the Kirkpatrick Model still relevant?
Yes, it remains the most widely used training evaluation framework in corporate L&D and instructional design. The New World version addresses most of the modern critiques of the original, and the four-level vocabulary is universal among practitioners.
What are the main criticisms of the Kirkpatrick Model?
The main criticisms are that the causal links between levels are weaker than the model implies, that organizations rarely measure Levels 3 and 4 in practice, that the model doesn't account for environmental and transfer factors, and that Level 4 attribution is genuinely difficult to defend.
How does Kirkpatrick compare to the Phillips ROI Model?
Phillips adds a fifth level (financial ROI) and a specific methodology for isolating training's monetary impact. Kirkpatrick (especially the New World version) prefers Return on Expectations and Contributive ROI, which acknowledge that training contributes to outcomes alongside other factors rather than claiming sole financial credit.
Putting the Kirkpatrick Model into Practice
The Kirkpatrick Model isn't a checklist. It's a discipline. Used well, it forces you to answer two hard questions before you build a single slide: what does the business actually need? and what will people need to do differently for that to happen? Everything else follows from there.
If you only do one thing with this framework, plan from Level 4 backward. That single habit separates evaluation that informs decisions from evaluation that fills out a checkbox.
Explore Training Evaluation & Performance
Every guide in this series, all free.
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Action mapping with Cathy Moore
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