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Technology > Marketing Technology

Advisors: Create an event evaluation form, part 1

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To evaluate the success of your marketing events, ask your attendees to fill out an evaluation form at the end of the event. This helps you make tweaks to improve future events as well as collect valuable contact information from attendees. The following sections provide areas to consider when constructing an evaluation form.

Standard information to collect: First and last name, program title and date, email address, phone number and address (optional).

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