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Free Pre/Post Self-Assessment Template

Participants rate the same dimensions at intake and at close; the AI report charts each person's movement and the program's average shift.

same ruler, twice
~7 min each round
per-person change report
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Quick answer

Use it to show change when no external baseline exists: participants rate the same dimensions at intake and again at close, and the AI report charts each person's movement against their own start plus the program's average shift.

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About this template

Change that nobody recorded is change you can't show. This instrument asks participants to rate the same dimensions twice — first at intake, then at close — and the AI report charts each person's movement against their own start, plus the program's average shift. Paired self-rating is the honest way to show progress when no external baseline existed: same ruler, two moments, one story per person.

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Live Preview

Sample form and report preview — live and ready to fill in.

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Fill it in to see how responses flow.
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Sample AI report with scoring visuals and recommendations, printable as a PDF.
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What's Included

Everything you need to run this template.

1

One ruler, two passes

Intake and close ask the identical items — comparability by construction.

2

Own-baseline change

Everyone moves against their own start, not a stranger's score.

3

Program average

Mean shift and spread visible in the same report.

4

Then/now radar

Overlaying the shapes makes movement visible at a glance.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy it in; run round one at intake, name the cohort.

2

Close the program

Run the identical round again at the final session.

3

Read the reports

Each participant gets a movement page; the cohort gets averages.

4

Report with honesty

Paired self-ratings show change direction; state the method, don't overclaim causation.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Program facilitators

Show progress the last session's applause couldn't prove.

2

Participants

Watch your own curve move between the two rounds.

3

Funders and boards

Change per person with spread, not attendance photos.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of the real questions in this form — exactly what respondents see.

  1. Rate yourself: managing day-to-day tasks (1–5)
  2. Rate yourself: confidence with the core skill (1–5)
  3. Rate yourself: support network you can call on (1–5)
  4. Rate yourself: planning the week ahead (1–5)
  5. Which dimension moved most for you? (open)
  6. Which barely moved? (open)
  7. What made the difference? (open, optional)
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Frequently Asked Questions

What does a pre/post self-assessment actually compare?
The same person's self-ratings on identical items at two moments — their own change curve. It compares you against you, not against an external norm.
Is self-rating evidence-grade?
It is honest, bounded evidence: paired self-assessment is standard practice where no external baseline exists. State the method (the report carries a methodology line); don't claim controlled-study causation.
How is this different from the impact assessment?
This tracks participants' change across a program period; the impact review weighs the program's relevance, efficiency and sustainability. One is the people's curve, the other the machine's audit.
Is it free to use?
Yes. Copy it into your FormLM workspace; the two rounds auto-pair and each participant gets a printable report.
What if someone skips the intake round?
Their entries flag as close-only — kept in counts, excluded from change charts to avoid inventing a baseline.
How far apart should the rounds be?
Intake at first session, close at the last; for long programs add a midpoint pulse with the same ruler.

Give every participant a before and an after

Same items, two rounds, one movement page each — change you can show, honestly.