Thrive first-month evaluation worksheet

Published September 14, 2026 by Thrive Talent Development.

This is a planning worksheet, not a customer case study or a promise of results. Use it with https://thrivetalentdevelopment.com/marketing/hr#first-month. Change the timetable to match the actual workshop schedule and your team's availability.

Before learning begins

Organization and named training owner:
Business problem in plain language:
Participants and their reviewing managers:
One observable behavior to practice:
What that behavior looks like today (an anonymized example):
Who will observe it, and when:
Selected course and published workshop date:
Seats confirmed / participants invited:
Who will send reminders and follow up:
Budget and purchase period:
Review date:

Keep confidential employee information out of shared versions of this worksheet. Your organization decides what information is appropriate to record and share.

At the review

Record counts with denominators rather than an unsupported success percentage.

Invited: ___ out of ___ intended participants.
Access confirmed: ___ out of ___ invited participants.
Course completion recorded: ___ out of ___ assigned participants.
Workshop participation confirmed: ___ out of ___ registered participants.
Application discussed with a manager: ___ out of ___ intended participants.
Source and date checked for each count:
Observable example after learning, using the same behavior as the baseline:
Participant's account of what helped and what did not:
Manager's observation (distinguish observation from opinion):
People or observations missing from the review:
Other changes that could explain an improvement or decline:
What cannot be concluded from this evidence:

Do not treat a booking as attendance, a completion as a behavior change, or a before/after observation as proof that Thrive caused a business result.

Decision

Continue, change the approach, or stop:
Reason, using the evidence above:
Next action and owner:
Budget approval, if continuing:
Next review date:

Scheduled reminders are not currently available from Coach Taylor. Your team owns follow-up. Monthly platform purchases do not automatically renew. Review current pricing and terms before purchasing:

Print this page, or open the plain text to paste into your own document.