# 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:

- https://thrivetalentdevelopment.com/marketing/pricing
- https://thrivetalentdevelopment.com/marketing/terms
- https://thrivetalentdevelopment.com/marketing/hr#responsibilities