Developing and Evaluating Evaluation Budgets: Checklist Tool

This checklist is designed to provide assistance to evaluators in developing  an evaluation budget taking 'cost effectiveness' and 'fiscal responsibility' standards into account. 

This instrument includes a number of typical cost item categories pertaining to evaluations. In addition, questions or statements are used to urge the user to think through and decide while allocating resources.  

Budget is an integral part of every evaluation. This checklist helps the users to consider different types of expenditure related to an evaluation activity and provides further assisstance in thinking through the sub categories. You can go through the list as a guide and create your own budget. However, there could be some categories which are not directly relevant to your particular assignment or there could be other, unique to your situation categories and that you would like to add as need arises. Nevertheless this checklist can be a good guide to start with.

This checklist does not provide an EXHAUSTIVE List of Categories and the user  needs to be careful about any unique features/requirements of their situation while budgeting.


  • Basic Considerations
  • Format
  • Personnel Costs
  • Travel
  • Supplies and Materials
  • Communications
  • Copying and Printing
  • Other-Consultants
  • In-Kind or Cost Sharing
  • Indirect/Overhead


Horn, J. (2001, December). A checklist for developing and evaluating evaluation budgets. Western Michigan University. Retrieved June 28, 2012, from

Originally sourced from My M&E

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