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This guidance note aims to support the preparation and implementation of evaluation budgets that are realistic and fit-for-purpose to finance reliable, useful, and ethical evaluations.
The resource was developed by the Adaption Fund's Technical Evaluation Reference Group (AF-TERG). While it primarily targets Adaptation Fund stakeholders, its insights and methodologies are transferable to organisations globally in various sectors.
Key features
The resource addresses key questions such as what evaluation budgets are, when to create them, and how to determine appropriate budget amounts.
It includes detailed steps for budgeting across single evaluations, interventions, and organisational functions. Accompanying these guidelines are practical tools such as illustrative templates for evaluation and organisational budgeting, annotated references for further exploration, and a detailed ๐๐๐ฎ๐น๐๐ฎ๐๐ถ๐ผ๐ป ๐๐๐ฑ๐ด๐ฒ๐ ๐๐ต๐ฒ๐ฐ๐ธ๐น๐ถ๐๐ which provides a handy list of key consideration for evaluation budgeting, including factors like the expected timeline, geographic and demographic scope; desired evaluation rigor, primary versus secondary data collection, and remote versus in-person data collection; and costs related to personnel, travel, software, facilities, evaluation management and administration, and much more.
The text also offers concise, actionable tips, such as methods for cost-saving and strategies for budgeting when full details are unavailable.
How would you use this resource?
This guidance document is a robust resource for designing realistic and effective evaluation budgets, particularly in resource-constrained and complex environments. It is well-suited for those involved in climate change adaptation initiatives or anyone seeking to strengthen evaluation budgeting practices.
Why would you recommend this resource?
The strengths of this resource include its practicality, flexibility, and focus on cost realism. It fills a critical gap in evaluation literature by addressing an often-overlooked aspect of evaluation planning.
Sources
AF-TERG, 2024. Guidance Note: Evaluation Budgeting. Adaptation Fund Technical Evaluation Reference Group (AF-TERG), Washington, DC.
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Method