Scope the evaluation

What it is: 

It is important to take the time to consider carefully what the evaluation needs to do before thinking through possible evaluation designs. Ensure all those who need to be consulted during this process are adequately involved.


  • Description of the programming that is going to be evaluated (the evaluand)
  • Theory of change and/or logic model
  • List of primary intended users and their uses for the evaluation
  • List of agreed key evaluation questions
  • Evaluation timeline
  • Evaluator qualities
  • Evaluation budget

These products inform the development of a formal Terms of Reference (ToR) or Request for Proposal (RFP) (see Step 3)

IDRC-specific information: 
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