**Sample Introduction Email**

Dear Financial Aid Professional: The U. S. Department of Education’s Office of Federal Student Aid offers training to schools participating in the Title IV student aid programs. The training covers all aspects of the administration of these programs. FSA’s External Training Branch is conducting a survey to learn how to best meet your institutional Title IV training needs and expectations. The Training Satisfaction Survey contains 15 (or fewer) questions and should take no longer than 5
- 7 minutes to complete. Please fill in the blanks. If you want to provide a response not alread y listed, a space is provided at the end of most questions for “other.” There is also a space at the end of the survey to make an y additional comments regarding yo ur training needs. Please feel free to send the web site link for this survey to other individuals at your institution who are involved in processing Title IV student aid. Please complete and return y our survey by (30 day s from launch date). This site will remain active until then. Thank y ou for y our assistance in our efforts to make our training programs more relevant to your needs and to improve the integrit y of the FSA programs.

### Please note that the formatting of these surveys **will change when**

**deployed either as a result of Forms scanning requirements or by virtue of the web based tools used to deploy the survey. The content**  **of the questions and answers will not change.** Survey # 1 Sample **Training Satisfaction Survey #**  **Strong ly**  **Agree Som**  **ewhat**

**Agree Neither** 

**Agree nor**  **Disagree Som**  **ewhat**

**Disagree Strongly** 

**Disagree Issue** 

1 Trainer (Insert name) explained content clearl y. 1.1 Trainer (Insert name) explained content clearl y. 1.2 Trainer ( Insert name) explained content clearl y. 1.3 Trainer (Insert name) explained content clearl y. 2 Trainer (Insert name) demonstrated knowledge of content. 2.1 Trainer (Insert name) demonstrated knowledge of content. 2.2 Trainer (Insert name) demonstrated knowledge of content. 2.3 Trainer (Insert name) demonstrated knowledge of content. 3 Trainer (Insert name) delivered content in an engaging way
. 3.1 Trainer (Insert name ) delivered content in an engaging way
. 3.2 Trainer (Insert name) delivered content in an engaging way
.3.3 Trainer (Insert name) delivered content in an engaging way
. 4 Trainer (Insert name) was responsive to ques tions? 4.1 Trainer (Insert name) was responsive to questions? 4.2 Trainer (Insert name) was responsive to questions? 4.3 Trainer (Insert name) was responsive to questions? 5 Trainer (Insert name) made complex concepts understandable. 5.1 Trainer (Insert name) made complex concepts understandable. 5.2 Trainer (Insert name) made complex concepts understandable. 5.3 Trainer (Insert name) made complex concepts unde rstandable. 6 Materials were clear. 7 Materials were useful in understanding the training. 8 In formation provided will help me as I perform m y job duties. 9 Number of case studies/scenarios was appropriate for this training. 10 Case studies/scenarios were useful in illustrating the subject. 11 There was enough time included in the training for questions. 12 Time spent on questions was useful.13. Please ela borate on an y of responses of “Somewhat Disagree” or “Strongl y Disagree.”

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_____________________________________________________________________ 14. Please provide an y other comments you have on this training.

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_____________________________________________________________________ 15. Our trainers welcome any specific feedback about their performance today . In the space below, please feel free to offer your comments. Be sure to identify which trainer yo ur comments apply to, if there was more than one!

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### Training Needs Longitudinal Survey 2009 **- 2010** 

1. Which best describes your primary responsibilities? 1. Financi al Aid Director or Higher 2. Financial Aid Associate / Assistant Director 3. Financial Aid Counselor / Advisor 4. Financial Aid S ys tem Administrator 5. Financial Aid Expert in one program area 6. Financial Aid Clerical / Data Entry Professional 7. Business Office / Bursar A dministrator 8. Lender / Guarantor Professional 9. Other, Please Specify
**2.** How man y years of experience do you have in processing Title IV student aid programs? 1. Less than 1 year 2. 1 to 2 y ears 3. 2 to 5 y ears 4. 6 to 10 y ears 5. 10 and over **3.** Are your academic pro grams measured in credit hours or clock hours?
1. Credit hours with standard terms 2. Credit hours with non
- standard terms 3. Clock hours 4. Both Credit and Clock hours
**4.** Are the majorit y of yo ur academic programs undergraduate or graduate level? 1. Undergraduat e 2. Graduate **5.** Inwhich of the following Title IV student aid programs does y our school participate? (Select all that appl y) 1. Federal Pell Grant 2. Federal Academic Competitiveness Grant (ACG) 3. National Science and Mathematics Access to Retain Talent (SMART Grant)4. Federal SEOG

5. Federal Work
- Study 6. Federal Perkins Loan Program 7. Stafford Loan (Direct L oan Program) 8. Stafford Loan (FFEL Program) 9. PLUS Loan (Direct Loan Program) 10. PLUS Loan(FFEL Program)
**6.** Do y ou supervise other full
- time financial aid staff?

 Yes  No This is a skip logic question. Those answering yes will be directed to answer Question 11. Those answering no will not have the extra question. **7.** Which ty

pe of training delivery

do you prefer? Assign the most preferred delivery method a rank of 1, th e second most critical a rank of 2, etc.. Continue to select and rank from the list until you have ranked all methods. Do not duplicate rankings.
1. Video
- conference 2. Federal Trainer on
- line (Webinar) 3. Federal and non
- Federal trainer in
- person 4. Federal trainer in
- person 5. Self
- instructional modules on
- line 6. Self
- instructional modules on CD
- ROM 7. Other (Please specify in Additional Comments section)
**8.** What is the best location for you to attend FSA training? Assign the most preferred location a rank of 1, the secon d most preferred a rank of 2, etc.. Continue to select and rank from the list until you have ranked all topics. Do not duplicate rankings. 1. FSA's Regional Training Facilit y 2. On
- line (Webinar) 3. Institution in your state 4. State association meeting 5. Other (Please specify

in the additional comments field)**9.** Please identify the reason(s) listed below that limit your participation in FSA
sponsored training? (Select all that apply .) 1. Distance to training site 2. Training provided at inconvenient time 3. FSA did not cover topics relevant to your needs 4. Travel cost Insufficient coverage in office 5. Did not know training was being offered 6. N/A. I didn't experience limitations **10.** Below are listed all of the training topics we've offered in the last 18 months. From the lis t select and rank yo ur top 10 topics. Your rankings should reflect those topics you believe are critical and necessary to ensure your success in administering the Title IV programs. Assign the most critical and necessary topic the rank of 1, the second mos t critical a rank of 2, etc.. Continue to select and rank from the list until you have your tenth topic ranked as 10. Do not duplicate rankings. 1. Fiscal responsibilities and cash management 2. R2T4 and withdrawals 3. Completing the FAFSA 4. Need anal ys is/COA/PJ 5. Ve rification/conflicting information 6. Satisfactory

Academic Progress 7. Processing students in non
- traditional programs 8. Program Participation Agreements 9. Awarding Title IV aid 10. Disbursing Title IV aid 11. Electronic participation in Title IV (NSLDS, FAA Access to CPS Online, etc) 12. Developing/maintaining policies and procedures 13. Federal Grant awarding/disbursing (PELL/FSEOG/TEACH/SMART/ACG) 14. Consumer information requirements 15. Direct Loan participation 16. FFELP participation 17. Student Eligibility 18. Default Management 19. Campus
- based Program Administration (FWS, Perkins, FSEOG) 20. Other Topic not listed (please list below)
**11.** You indicated you supervise other full
- time financial aid staff.As a manager/supervisor, please select and rank from the following training topics the

"Top 10" that you believe are critical and necessary to provide "your" staff members the best opportunity

for success in administering the Title IV programs. Assign the most critical and necessary topic the rank of 1, the second most critical a rank of 2, etc.. Cont inue to select and rank from the list until you have y our tenth event ranked as 10. Do not duplicate rankings. 1. Fiscal responsibilities and cash management 2. R2T4 and withdrawals 3. Completing the FAFSA 4. Need anal ys is/COA/PJ 5. Verification/conflicting informatio n 6. Satisfactory

Academic Progress 7. Processing students in non
- traditional programs 8. Program Participation Agreements 9. Awarding Title IV aid 10. Disbursing Title IV aid 11. Electronic participation in Title IV (NSLDS, FAA Access to CPS Online, etc) 12. Developing/maintaini ng policies and procedures 13. Federal Grant awarding/disbursing (PELL/FSEOG/TEACH/SMART/ACG) 14. Consumer information requirements 15. Direct Loan participation 16. FFELP participation 17. Student Eligibility 18. Default Management 19. Campus
- based Program Administration (FWS, Perk ins, FSEOG) 20. Other Topic not listed (please list below) **12** . In the remaining space, please provide any other comments or suggestions for training topics and delivery of training. This is an open ended response question.**Survey #3 Content Depth** http://www.zoomerang.com/survey.zgi?p=WEB226U53TTL4Y **Paperwork Burden Statement** According to the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. The valid OMB control number for this information collection is 1845
- 0045 v. 36. The time required to complete this information collection is estimated to average 5
- 7 m inutes per response, including the time to review instructions, search existing data resources, gather the data needed, and complete and review the information collection. **If you**  **have any**  **comments concerning**  **the accuracy**  **of the**  **time estimate(s)**  **or suggest** **ions for**  **improving this**  **form, please**  **wr ite**  **to:** U.S. Department of Education, Washington, D.C. 20202
- 4700. **If you have comments or concerns regarding the status of your individual submission**  **of this**  **form, write**  **directly to:**  Mark Gerhard/Training and In fo rmation Services Division, U.S. Department of Education, 50 UN Plaza Room 8503, San Francisco, CA 94102.