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).

Resources

  • Manager's 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 the use of its findings. It includes an interactive Terms of Reference tool, the GeneraTOR, 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.

  • The step-by-step guide to evaluation: How to become savvy evaluation consumers

    This step-by-step guide helps organizations learn how to track the impact of their investment and plan forward strategically.

  • W.K. Kellogg Foundation evaluation handbook

    This handbook provides guidance for conducting and managing evaluations, including a conceptual framework for thinking about evaluation as a relevant and useful program tool.

  • Core concepts in developing monitoring and evaluation frameworks (2014)

    This guide developed by Anne Markiewicz and Associates covers the core concepts involved in developing monitoring and evaluation frameworks.

  • Rainbow Framework

    The Rainbow Framework organises an evaluation into clusters of tasks. It can be used to plan an entire evaluation, or to undertake discrete tasks. The Rainbow Framework also prompts you with questions to help you plan the evaluation from start to finish.

  • Evaluation plan template

    These New Zealand Aid Program documents are designed to allow users to input data and information in a pre-formatted evaluation plan template.

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