Week 3 Project



Supporting Lectures:

Review the following lectures:


Congratulations! You have just been hired as the chief trainer for a large financial consulting operation headquartered in Fort Lauderdale, Florida. This is a company that flourishes on the basis of the fact that other companies need help to get their finances “squared away.” The company wants to develop and retain internal folks for major growth opportunities. They understand that personal growth, development, promotion, and recognition are the keys to a highly efficient and effective workforce. Therefore, the owner decided to implement a twelve-month training opportunity for anyone interested in personal growth, development, promotion, and recognition.

The owner has decided the name of the program to be “The GAP Endeavor,” which stands for growth, advancement, and performance. Anyone can become a financial advisor who, prior to training, lacks the hands-on experience to ensure success of the person and company. Aspiring financial planners participate in both online and face-to-face learning during the first ten weeks of the program. In the classroom, the instructors provide knowledge about finance, financial products, and selling. Also, to enhance selling skills and customer service, learners engage in role-plays. The next nine months of the program include mentoring and on-the-job experiences. Learners work with experienced financial planners in their practices, providing real and timely advice to clients. During these nine months, the learners are provided with on-the-job coaching, professional development, and complete compliance training.

After successfully completing the program, the learners achieve the status that allows them to start their new venture and join one of the company’s personal financial practices. The owner has asked you to provide information regarding determining the success of The GAP Endeavor.


  • Analyze why training should be evaluated.
  • Describe the evaluation process and explain what it should look like for this effort.
  • Analyze the outcomes of the evaluation process and include how the data should be collected.
  • Explain which evaluation design the evaluation process should use.

To support your work, use your course and textbook readings and also use the South University Online Library. As in all assignments, cite your sources in your work and provide references for the citations in APA format.

Submission Details:

  • Create a 3–4-page Microsoft Word document.
  • Name your file as SU_HRM5060_W3_Project_LastName_FirstName.
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