Manager's guide to 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.


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 3 Develop the Terms of Reference (ToR)

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


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 9 Disseminate reports and support use of evaluation

Make evaluation reports available and engage with primary intended users to make the results accessible.  Archive the evaluation report and data (if appropriate).  Use effective strategies to support use of the findings.



Anonymous's picture

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

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