Handbook for participatory action research, planning and evaluation

This guide, written by Jacques M Chevalier and Daniel J Buckles for Participatory Action Research, provides a set of tools and processes that can be used to engage people in complex settings with a range of stakeholders.

The tools are participatory in nature and easily accessible to beginners or those more experienced in participatory evaluation. The guide outlines a step-by-step process for using each tool and includes completed examples t demonstrate how it can be used. It also includes tips on use and links to other resources which may be better suited to a particular aspect being evaluated.


The tools are clustered under the following six headings.

  • Learning in action
  • Fact-finding and listening
  • Exploring problems
  • Knowing the actors
  • Assessing options
  • Understanding systems


Chevalier, Jacques M. and Buckles, Daniel J. (2013) Handbook for Participatory Action Research, Planning and Evaluation, SAS2 Dialogue, Ottawa. Retrieved from: https://www.betterevaluation.org/sites/default/files/Toolkit_En_March7_2013-S.pdf