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.


"There is a growing appreciation within the development community of the merits of conducting evaluations, and the fact that evaluation is a powerful tool for learning about what works, what does not and the reasons (WorldBank, 2006). As a result, there is increasing investment in evaluation by development actors including efforts to strengthen the quality of evaluations being undertaken.

The purpose of this guide is to provide ideas and suggestions on practical considerations and steps in ensuring that evaluations are commissioned and managed effectively. Many of the suggestions are based on practical experience by evaluation managers in the field." (SonkoBerhanu, & Shamu, R. 2011)


  • Defining the Scope of the Evaluation
  • Assessing Readiness for Evaluation
  • Budgeting for the Evaluation
  • Selecting an Evaluation Team
  • Developing Comprehensive Terms of Reference (TOR)
  • Key Considerations for Managing Consultants
  • Appendix I: Planning and Budgeting Staff Time –Level of Effort (LOE) for the Evaluation
  • Appendix II: Example of a Call for Expression of Interest

Evaluation methods and tools mentioned

  • Key Phases in Conducting Evaluation Activities – p. 5
  • Criteria for Assessing the Feasibility of Evaluation – p. 6
  • Skills Needed by the Evaluation Team – p. 9
  • Terms of Reference Outline – p. 12
  • Planning and Budgeting Staff Time – p. 14
  • Example of a Call for Expression of Interest – p. 16


Sonko, R., Berhanu, A., & Shamu, R. (2011). Key Considerations for Managing Evaluations, Brief Reference Guide. Washington DC: Pact.

'Key considerations for managing evaluations ' is referenced in: