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Learning Transfer Survey

Taking deliberate action to ensure training results in sustained on-the-job performance improvement is essential. Organizations invest significant time and resources in developing their people, yet popular studies suggest that only about 35% of the skills taught in a typical training program remain in use one year later. Some research places the number even lower, estimating that just 15–20% of learning investments produce measurable performance improvement.

The issue is rarely the quality of the training event itself. The challenge lies in what happens before and after the event. Without deliberate reinforcement, alignment, and accountability, new skills fade and the return on learning investment diminishes.

The Learning Transfer Audit helps you identify how effectively your organization supports the transition from learning to sustained performance. Each question reflects a research-validated driver of learning transfer. Your overall score provides an indicator of how systematically you are converting learning into measurable results.

Take the Audit Now Take the Audit Now
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Instructions:

Complete this Learning Transfer Audit based on your most recent learning event or program.

For each statement, rate the extent to which specific actions were intentionally taken to support learning transfer before, during, and after that event.

Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree

Steps were taken beforehand to ensure learners were motivated to make the most of this learning event.

All learners set learning goals and reviewed them with their manager before the learning event.

Steps were taken to build learners’ confidence in their ability to learn the new skills.

Learners understood the value of the learning and were motivated to fully engage in the learning event.

Learners could see a direct connection between the skills learned and career opportunities.

Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree

Learners were provided opportunities for discussion and practice feedback with peers.

Learners practiced new skills in realistic scenarios that closely reflected their actual job situations.

Learners participated in structured follow-up to review how they would apply the new skills on the job.

New skills were clearly embedded into job expectations, workflows, and performance systems.

Managers were well prepared and actively coached learners in applying the new skills.

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