Steps in planning and managing an evaluation

This is an interactive guide for people who are managing an evaluation.

The guide can be used for managing an evaluation that is conducted by an external evaluator or evaluation team, an internal team, or by a combination of these. It can be used for different types of evaluations and for evaluations of different types of interventions, including projects, programs, policies and clusters of projects. It can also be used for evaluation of research.

The guide aims to support decision making throughout the process of an evaluation, from planning its purpose and scope, designing it, conducting it, reporting findings and supporting use of its findings. In many organizations, this process will draw on the expertise of several individuals. Additional help may need to be obtained for one or more steps in the process.

The information is organized in 9 steps. In some cases, the order in which the steps are addressed in the evaluation process might be slightly different, or earlier steps might need to be revisited in response to changing circumstances and needs.

Navigation

You can navigate through the steps-based information using the 'steps menu' on the right-hand side of every page. You can click on links for further information which are provided within specific pages or you can go back to a previous page using the 'breadcrumbs' at the top of each page.

Below is quick overview of each of the steps with links to sub-steps, where relevant:

Step 1 Decide how decisions about the evaluation will be made

Decide how decisions will be made on: the focus of the evaluation; choosing the evaluator / evaluation team;approving the evaluation design; approving evaluation reports and who can access the final report(s) and data.

Step 3 Develop the Terms of Reference (ToR)

Develop the formal document that outlines the requirements for the evaluation.

FEEL FREE TO USE A UNIQUE, FREE SOFTWARE to write your ToR:

You can use a template in a wordprocessing software to write the ToR for your evaluation or you can use the GeneraTOR below which will guide you through writing the different sections of a ToR / RFP. It will generate a word document with your saved information which can then be further refined and/or reviewed by others.

Here is a snapshot of the software:

To access the GeneraTORlogin to your BetterEvaluation account and hit the "GeneraTOR" tab on your profile page.

Not yet a BetterEvaluation member? Click join and follow the instructions to create an account.

Step 4 Engage the evaluation team

Evaluations can be conducted by in-house staff (internal) or a third party (external) or a mix of both. Advertising the Terms of Reference (ToR) / Request for Proposal (RFP) is the first step in engaging external evaluators but other important issues need to be addressed to ensure an effective and transparent selection process and to orient the selected evaluator(s).

Step 7 Manage implementation of the evaluation

Oversee or engage in specific evaluation activities to collect and analyse data as set out in the evaluation work plan (including revising it as needed) and keeping the evaluation management group(s) informed and involved.

Step 8 Guide production of quality report(s)

The evaluation reports should include relevant and comprehensive information structured in a manner that facilitates its use but also provide transparency in terms of the methods used and the evidence obtained to substantiate the conclusions and recommendations.

English

Comments

Anonymous's picture
Jean Serge QUESNEL CE

An excellent guide. Well structured and easy to use.  Congratulation !

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