Advisors: Create an event evaluation form, part 1

Common evaluation questions: Attendees are asked to rate statements on a scale of 1 to 5 with 1 (strongly disagree) being the lowest score and 5 (strongly agree) being the highest score. Below are common statements:

• The presentation increased my subject knowledge.
• The presentation was relevant and worthwhile.
• The presentation was appropriate for my level of knowledge.
• The time allotted for the presentation was adequate.
• The amount of information presented was adequate.
• The presenters were effective at delivering the material.
• The presentation met my expectations.
• The facilities were comfortable and satisfactory.
• The location, time and day of the presentation were convenient.
• The use of technology (audio, video, etc.) was effective.
• The food provided was satisfactory.
• The handouts were satisfactory.
• There was ample time for questions and discussion.

In part two, I will address supplemental information to include and also how to use a call to action in your evaluation form.

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Kristen Luke is the principal of Wealth Management Marketing, a firm dedicated to providing marketing strategies and support for registered investment advisory firms. For more information, visit www.wealthmanagementmarketing.net.