FLM 2026 Talk Money evaluation survey: a survey design recipe
Purpose
This survey design recipe is intended to help organizations create a short evaluation survey for financial literacy initiatives that may influence participants' financial knowledge, confidence, or intentions to take action. Examples include workshops, webinars, coaching sessions, discussion groups, educational campaigns.
Before you begin
This document is not intended to be administered directly to participants. Before fielding your survey, review each step below and select only the question sets that are relevant to your initiative. Replace all placeholder text (for example, "[insert name of the initiative]") with initiative-specific information.
Stakeholders may choose all, some, or only a few question sets depending on the objectives and content of their initiative. The survey may be administered during or immediately following the initiative.
Step 1: Add a survey introduction for participants
Thank you for taking a few moments to complete this short survey. Your responses will help us understand whether this initiative influenced participants’ financial knowledge, confidence, and intentions to take action.
All responses are anonymous and confidential. This survey should take approximately 2-3 minutes to complete.
Please answer the following questions based on your current views and, where applicable, any changes you experienced as a result of participating in this initiative.
Step 2: Include the Talk Money questions
I feel comfortable discussing financial matters with family, friends, or trusted individuals.
- 1 - Strongly disagree
- 2 - Disagree
- 3 - Neither agree nor disagree
- 4 - Agree
- 5 - Strongly agree
After participating in [insert name of the initiative], my comfort discussing financial matters has:
- 1 - Decreased
- 2 - Remained the same
- 3 - Increased
Step 3: Include the confidence question sets by inserting the relevant topic(s), one topic per question
I feel confident [managing my debt, managing my money, planning for my financial future, protecting myself from fraud and financial abuse].
- 1 - Strongly disagree
- 2 - Disagree
- 3 - Neither agree nor disagree
- 4 - Agree
- 5 - Strongly agree
After participating in [insert name of the initiative], my confidence [managing my debt, managing my money, planning for my financial future, protecting myself from fraud and financial abuse] has:
- 1 - Decreased
- 2 - Remained the same
- 3 - Increased
Step 4: Include the knowledge question sets by inserting the relevant topic(s), one topic per question
I understand key concepts related to [managing my debt, managing my money, planning for my financial future, protecting myself from fraud and financial abuse].
- 1 - Strongly disagree
- 2 - Disagree
- 3 - Neither agree nor disagree
- 4 - Agree
- 5 - Strongly agree
After participating in [insert name of the initiative], my understanding about [managing my debt, managing my money, planning for my financial future, protecting myself from fraud and financial abuse] has:
- 1 - Decreased
- 2 - Remained the same
- 3 - Increased
Step 5 (Optional): Include one or more intention-to-act questions
As a result of this initiative, I intend to take action related to [managing my debt, managing my money, planning for my financial future, protecting myself from fraud and financial abuse] in the near future.
- 1 - Strongly disagree
- 2 - Disagree
- 3 - Neither agree nor disagree
- 4 - Agree
- 5 - Strongly agree