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  • Factsheets summarizing ToRs

    This downloadable template by Sara Vaca (VisualBrains) is an example of a Terms of Reference summary sheet to help potential evaluators quickly grasp the key specifications of an evaluation. 
    Resource

  • Designing Surveys: A Guide to Decisions and Procedures

    'Designing Surveys: A Guide to Decisions and Procedures' is an excellent resource for both academics and professionals who are conducting small to moderate sized surveys.
    Resource

  • 52 weeks of BetterEvaluation: Using evaluability assessment to improve Terms of Reference

    Many problems with evaluations can be traced back to the Terms of Reference (ToR) - the statement of what is required in an evaluation.
    Blog

  • Terms of Reference: Evaluation of the Peace Education Project in Aceh

    In 2001 a peace education project was implemented in Aceh, designed to encourage non-violence and peaceful conflict resolution among youths.
    Resource

  • Writing terms of reference for an evaluation: A how to guide

    This resource, developed by the Independent Evaluation Group of The World Bank, provides a detailed description on how to prepare an evaluation Terms of Reference (ToR) and includes a checklist at the end to help users.
    Resource

  • Announcing the IDRC program managers' guide to evaluation and the GeneraTOR

    We’re excited to announce the launch of the BetterEvaluation and IDRC (International Development Research Centre) Program Managers’ Guide to Evaluation and GeneraTOR.
    Blog

  • BE FAQ: How do I prepare and distribute Request for Proposal and Terms of Reference documents?

    We often get email enquiries asking for advice about preparing the documents used to invite evaluators to assemble proposals for an evaluation.
    Blog

  • Key considerations for managing evaluations

    This guide from Pact South Africa is aimed at providing an overview of the key considerations that need to be assessed before and during the evaluation process.
    Resource

  • What to include in an evaluation brief

    This paper from Charities Evaluation Services provides an overview of the process and content needed to create an evaluation brief.
    Resource

  • Terms of reference. End of programme independent evaluation

    The document provides an example of a terms of reference for developing an independent evaluation, with instructions on methodology and reporting standards.
    Resource

  • Evaluation terms of reference guidelines

    This guide from World Vision is part of their Learning through Evaluation with Accountability & Planning (LEAP) series. It provides detailed instructions for creating the various elements of a Terms of Reference document.
    Resource

  • NZAID guideline on developing terms of reference for reviews and evaluation

    This guide from NZAID provides suggestions on how to develop clear Terms of Reference (TOR) for reviews and evaluations.
    Resource

  • Multiple lines and levels of evidence

    Multiple lines and levels of evidence (MLLE) is a systematic approach to causal inference that involves bringing together different types of evidence (lines of evidence) and considering the strength of the evidence in terms of different ind
    Method

  • Journals and logs

    Journals and logs are forms of record-keeping tools that can be used to capture information about activities, results, conditions, or personal perspectives on how change occurred over a period of time.
    Method

  • Integrity

    Integrity refers to ensuring honesty, transparency, and adherence to ethical behaviour by all those involved in the evaluation process.
    Method

  • Cultural competency

    Cultural competency involves ensuring that evaluators have the skills, knowledge, and experience necessary to work respectfully and safely in cultural contexts different from their own.
    Method

  • Feasibility

    Feasibility refers to ensuring that an evaluation can be realistically and effectively implemented, considering factors such as practicality, resource use, and responsiveness to the programme's context, including factors such as culture and
    Method

  • Inclusion of diverse perspectives

    Inclusion of diverse perspectives requires attention to ensure that marginalised people and communities are adequately engaged in the evaluation.
    Method

  • Independence

    Independence can include organisational independence, where an evaluator or evaluation team can independently set a work plan and finalise reports without undue interference, and behavioural independence, where evaluators can conduct and re
    Method

  • Evaluation accountability

    Evaluation accountability relates to processes in place to ensure the evaluation is carried out transparently and to a high-quality standard.
    Method

  • Transferability

    Transferability involves presenting findings in a way that they can be applied in other contexts or settings, considering the local culture and context to enhance the utility and reach of evaluation insights.
    Method

  • Utility

    Utility standards are intended to increase the extent to which program stakeholders find evaluation processes and products valuable in meeting their needs.
    Method

  • Professionalism

    Professionalism within evaluation is largely understood in terms of high levels of competence and ethical practice.
    Method

  • Propriety

    Propriety refers to ensuring that an evaluation will be conducted legally, ethically, and with due regard for the welfare of those involved in it and those affected by its results.
    Method

  • Systematic inquiry

    Systematic inquiry involves thorough, methodical, contextually relevant and empirical inquiry into evaluation questions. Systematic inquiry is one of the guiding principles of the American Evaluation Association:
    Method

  • Transparency

    Transparency refers to the evaluation processes and conclusions being able to be scrutinised.
    Method

  • Ethical practice

    Ethical practice in evaluation can be understood in terms of designing and conducting an evaluation to minimise any potential for harm and to maximise the value of the evaluation.
    Method

  • Accuracy

    Accuracy refers to the correctness of the evidence and conclusions in an evaluation. It may have an implication of precision.
    Method

  • Accessibility

    Accessibility of evaluation products includes consideration of the format and access options for reports, including plain language, inclusive print design, material in multiple languages, and material in alternative formats (such as online,
    Method

  • Competence

    Competence refers to ensuring that the evaluation team has or can draw on the skills, knowledge and experience needed to undertake the evaluation.
    Method

  • Outcome harvesting

    Outcome Harvesting collects (“harvests”) evidence of what has changed (“outcomes”) and, working backwards, determines whether and how an intervention has contributed to these changes.
    Approach

  • 52 weeks of BetterEvaluation: Week 16: Identifying and documenting emergent outcomes of a global network

    Global voluntary networks are complex beasts with dynamic and unpredictable actions and interactions. How can we evaluate the results of a network like this? Whose results are we even talking about?
    Blog

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