Evaluation Plan

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).


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.



Updated: 3rd May 2018 - 5:07pm


Anonymous's picture

please send updated evaluation plans....

Alice Macfarlan's picture
Alice Macfarlan


Thank you for your comment - could you please clarify what sort of evaluation plan you are looking for so that we can think about whether we have anything useful on hand? Are you after some general examples or something more specific?

You also might find the Managers' Guide (linked in the page above) has some more information and examples that could be useful for you.

Kind regards,

Alice -  BetterEvaluation Website Coordinator

Anonymous's picture
Kehinde Olaoye

please can you help me with an evaluation plans to address the following in a school

1)Declining standards in terms of students and staff performance

2)Dwindling revenue arising from low patronage

3)General poor organizational image in the community.


Anonymous's picture
Gohnsayzay Akoi


I am trying to evaluation an opioid addiction in rural Pennsylvania especially in Armstrong and Indiana counties. Any help?

Patricia Rogers's picture
Patricia Rogers

There are two resources on the site that might be particularly helpful.  I'd suggest you start with this overview of what you need to do to plan and undertake an evaluation http://www.betterevaluation.org/en/start_here/plan_manage_evaluation .

This gives you an overview of the steps involved and the different products that might be produced at each one:

1. Describe what needs to be evaluated

  • Program description
  • Logic model (sometimes called a program theory or theory of change)

2. Develop the evaluation brief

  • Evaluation brief or Terms of Reference – purpose, scope, Key Evaluation Questions, timelines, available resources

3. Engage the evaluation team

For internal evaluations:

  • Evaluation agreement

For external evaluations:

  • Request For Tender (RFT), Request for Proposal (RFP)
  • Evaluation proposal
  • Evaluation contract

4. Manage development of the evaluation design

  • Evaluation design - how data will be collected, analysed and reported to answer key evaluation questions

5. Manage development of the evaluation work plan

  • Work plan - timeline of milestones and deliverables

6. Manage implementation of the work plan, including production of report(s)

  • Evaluation report(s)

7. Disseminate the report(s) and support use of the evaluation findings

  • Recommendations
  • Policy brief 

With this overview, then I'd strongly suggest you work through our Managers' Guide which provides detailed advice about doing each of these, with links to additional resources and templates.  Although it's called the Manager's Guide, it can be used by anyone who is planning an evaluation.  http://www.betterevaluation.org/en/managers_guide

There are two other types of resource that might be useful.  Look at other evaluations that have been done of similar programs.  I would not suggest you start here, as it's important to work out why you're doing your evaluation, and what questions it needs to answer, and these might be different to the examples you find of similar programs.  But there might be some measures, data collection methods, or benchmarks that could be relevant to you.  For example, this 2016 evaluation of the effectiveness of shared medical appointments for preventing opioid relapse prevention. 

And the other useful resource for the evaluation would be previous research reports that have probably informed the planning for the program.  For example, this report on the Ohio Opoid Addiction situation has some measures that might also be available in Pennsylvania. 

Please let us know how you get on.

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