1. INTRODUCTION TO THE TOOLKIT

   • About the Toolkit
   • Toolkit Contents
   • Using the Toolkit
   • Case Study Background

2. INTRODUCTION TO EVALUATION

   • Defining Evaluation
   • Purpose of Evaluation
   • Types of Evaluation
   • Challenges to Conducting an Evaluation

   • Who Should Conduct the Evaluation

     • Assessing Readiness
     • Using a Team Approach
     • Using External Evaluators

   • Considerations for Planning

     • Human Subjects Protections
     • Cultural Competency
     • Budgeting for Evaluation
     • Working with Funders

   • Framework for Evaluation

     • Framework Components
     • Evaluation Standards

3. PLAN YOUR EVALUATION

   • Step 1: Engage Stakeholders

     • Engage Stakeholders
     • Identifying Key Stakeholders
     • Engaging Stakeholders
     • Tools and Resources

   • Step 2: Develop a Logic Model

     • Develop a Logic Model
     • What is a Program Description?
     • Introducing Logic Models
     • Creating a Logic Model for Evaluation
     • Tools and Resources

   • Step 3: Focus the Evaluation

     • Focus the Evaluation
     • Decide What to Evaluate
     • Develop Evaluation Questions
     • What Are Indicators?
     • Start the Evaluation Plan
     • Tools and Resources

   • Step 4a: Plan Data Collection

     • Plan Data Collection
     • Identify Data Sources
     • Select Data Collection Methods
     • Tools and Resources

   • Finalize Your Evaluation Plan

     • Identify the Person Responsible and a Timeline
     • Review Your Evaluation Plan
     • Tools and Resources

4. IMPLEMENT YOUR EVALUATION

   • Introduction
   • Review Your Evaluation Plan

   • Step 4b: Collect Data

     • Design Data Collection Instruments
     • Additional Considerations in Data Collection
     • Tools and Resources

   • Step 5: Analyze and Interpret Data

     • Analyze and Interpret Data
     • Organize the Data
     • Analyze the Data and Synthesize Results
     • Interpret the Results
     • Identify Limitations
     • Tools and Resources

   • Step 6: Share Results

     • Share Results
     • Develop Recommendations
     • Communicate the Findings
     • Follow-up
     • Tools and Resources

TOOLS:Worksheets|Glossary

Identify the Person Responsible and a Timeline

There are two more tasks to completing your evaluation plan:

First, determine who will be responsible for overseeing each data collection method. That person has to have the time and also the necessary skills, so if additional training is needed, factor that into your plan. Although one person will have overall responsibility for that activity, if more than one person is collecting data, all those involved need to talk about how to proceed so that data are collected uniformly.

The second task is to determine the timeline for data collection—by when and/or at what intervals. This may be driven by many factors, such as when interventions are scheduled, when training will occur, when you can have your data collection instruments designed, or when data sources are accessible to you. At the very least, establish an end date for each method so you can project when all data collection will be completed.

ERC Worksheet 5: Evaluation Plan, continued
EXERCISE: You can now complete the last column of Worksheet 5. For your own evaluation plan, identify the person responsible and the timeline for your own data collection.

Click on the PDF documents in the sidebar to see examples of how this step was completed for our case study sites.