The BVA Toolkit consists of three primary items:

The Handbook has practical step-by-step guidelines and planning aids for defining the services and outcomes to be evaluated, and for planning appropriate and practical assessment methods.

• Overview (click to download PDF)
• Chapter 1. Planning an Assessment (click to download PDF)
• Assessment Planning Worksheet (click to download Word file)
• Chapter 2. Guide to Using the Excel Tool (click to download PDF)
• Chapter 3. Tips for Using Questionnaires (click to download PDF)
• Questionnaire Planning Worksheet (click to download Word file)

The Planning Worksheet contains conversation prompts, checklists and simplified data collection hints.  This 4-page worksheet can be printed and used to guide your planning conversation with participating business customers.

The Excel Tool is a package of forms for data entry and tracking, and reports that calculate and monetize practical business value outcome indicators such as retention, turnover cost-benefit