An evaluation plan sets out the proposed details of an evaluation - what will be evaluated, how and when. The evaluation plan should include information about what the evaluation is trying to do (what is to be evaluated, the purposes of the evaluation and key evaluation questions) and how it will be done (what data will be collected, how and when, how data will be analyzed, and how and when results will be reported).
Resources
The Managers' Guide to Evaluation
This interactive 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. It includes an interactive GeneraTOR tool that can be used to document key decisions about an evaluation and create a customized Terms of Reference that can be downloaded as a word document.
Guides
- W.K. Kellogg Foundation Evaluation Handbook - This handbook provides a framework for thinking about evaluation as a relevant and useful program tool.
- Core Concepts in Developing Monitoring and Evaluation Frameworks - this guide developed by Anne Markiewicz and Associates covers the core concepts involved in developing monitoring and evaluation frameworks.
Tool
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BetterEvaluation Planning Tool - This tool can help you to plan an evaluation by prompting you to think about a series of key questions.
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The BetterEvaluation and IDRC Managers' Guide to Evaluation, which includes an interactive GeneraTOR tool that can be used to document key decisions about an evaluation and generates a customized Terms of Reference that can be downloaded as a word document.
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New Zealand Foreign Affairs and Trade Evaluation Plan Template, which is designed to allow users to input data and information in a pre-formatted evaluation plan template.
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