Utilization-Focused Evaluation (U-FE) Checklist

Composed by Michael Quinn Patton in 2002 and updated in 2013, this is a comprehensive checklist for undertaking a utilization focused evaluation. It draws attention to the necessary tasks and associated challenges of conducting Utilization-Focused Evaluation (UFE).


"Utilization-Focused Evaluation begins with the premise that evaluations should be judged by their 
utility and actual use; therefore, evaluators should facilitate the evaluation process and design any 
evaluation with careful consideration of how everything that is done, from beginning to end, will affect 
use. Use concerns how real people in the real world apply evaluation findings and experience and 
learn from the evaluation process." (Patton 2013, p.1)



Step 1 Assess and build program and organizational readiness for utilization-focused evaluation. 
Step 2 Assess and enhance evaluator readiness and competence to undertake a utilization-focused evaluation. 
Step 3 Identify, organize, and engage primary intended users. 
Step 4 Conduct situation analysis with primary intended users 
Step 5 Identify primary intended uses by establishing the evaluation’s priority purposes. 
Step 6 Consider and build in process uses if appropriate. 
Step 7 Focus priority evaluation questions. 
Step 8 Check that fundamental areas for evaluation inquiry are being adequately addressed. 
Step 9 Determine what intervention model or theory of change is being evaluated. 
Step 10 Negotiate appropriate methods to generate credible findings and support intended use by intended users. 
Step 11 Make sure intended users understand potential controversies about methods and their implications. 
Step 12 Simulate use of findings. 
Step 13 Gather data with ongoing attention to use. 
Step 14 Organize and present the data for use by primary intended users. 
Step 15 Prepare an evaluation report to facilitate use and disseminate significant findings to expand influence. 
Step 16 Follow up with primary intended users to facilitate and enhance use. 
Step 17 Metaevaluation of use: Be accountable, learn, and improve 


Patton M Q (2013) Utilization-Focused Evaluation (U-FE) Checklist. Retrieved from http://www.wmich.edu/sites/default/files/attachments/u350/2014/UFE_checklist_2013.pdf​

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A special thanks to this page's contributors
Research Assistant, RMIT University.


rickjdavies's picture
rick davies

It would be interesting to see what independent evidence there is for the importance of each of these different elements, in ensuring utilisation. As it stands above it it is a theory.

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