This volume contains technical and supporting materials that supplement Volume I, which describes upward mobility programs for disadvantaged and dislocated workers in the service sector. Appendix A is a detailed description of the project methodology, including data collection methods and information on data compilation, processing, and analysis. Appendix B discusses theoretical frameworks relevant to the key concepts addressed in the project and issues concerning evaluation of upward mobility programs. Four theories are examined: human capital, dual economy, industrial segmentation, and career development. Four methodological issues are discussed: measurement ambiguity, quantitative outcome measures, qualitative measures, and unit of analysis. Appendix C contains eight examples of upward mobility programs, found in various service sector firms, that provide a broad overview of the range of programs existing across different types of service industries. Appendix D provides case study summaries of six upward mobility programs conducted to examine exemplary programs in great detail. These summaries illustrate the complexity of factors that impinge upon each program. Appendix E is a subject matter expert interview guide. Appendix F is a case study protocol used in the study. (YLB)