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10
THINGS TO KNOW
ABOUT EVALUATION
WE CAN’T DO DEVELOPMENT
WITHOUT IT
Development often involves working with scarce resources in
uncertain and risky environments. To spend these resources
wisely, we have to understand what works, what doesn’t work
– and why.
That’s why good evaluation is essential. It is a systematic
process to assess the value of our activities and learn from
them to inform future decisions.
1
1o things to know about evaluation 1 2 3 4 5 6 7 8 9 10
PAST
FUTURE
2
IT’S ALL IN THE DETAIL
Some evaluations make broad statements
about ‘success’.
Good evaluations go beyond this and ask:
what specific changes occurred (both positive
and negative, intended and unintended),
how and, for whom? It applies transparent
criteria or standards to judge to what extent
the project was worthwhile.
1o things to know about evaluation 1 2 3 4 5 6 7 8 9 10
3
Evaluation
involves everyone
Deciding who should do evaluation depends on
time, resources available and the purpose of
the evaluation. It is often undertaken by skilled
external consultants or in-house specialists,
but project staff, funders, participants and
beneficiaries all all play an essential role.
Good evaluation has the potential to give people
a real say in the decisions that affect their lives.
Develop your evaluation skills at:
www.tinyurl.com/BetterEvaluation-Skills
1o things to know about evaluation
JuAN
Evaluator
Arnav
RESEARCHER
1 2 3 4 5 6 7 8 9 10
DAVID
Beneficiary
Winnie
Project staff
ALICE
MANAGER
Maria
SPECIALIST
4
Monitoring and evaluation
are not the same thing
Although interlinked, they are two distinct processes.
Monitoring is an ongoing system of gathering information and tracking
project performance. Indicators are used to measure progress and
if a project is on track to achieve the desired results.
Evaluation aims to assess the overall relevance, efficiency, effectiveness,
sustainability or impact of the project design, implementation and
outcomes in order to support decisions about what to do next.
1o things to know about evaluation 1 2 3 4 5 6 7 8 9
Evaluation
Relevance
Efficiency
Effectiveness
Sustainability
Impact
10
Monito
ring
‘Failures’ are
important
Evaluation is sometimes driven
by desire to show that a project
was successful or worthwhile.
Yet evaluations will almost always
show mixed results. Understanding
and sharing what doesn’t work
is just as important as what does.
5
1o things to know about evaluation
EXAMPLE
An evaluation of a health, education
and water programme in Mali
revealed that a failure to establish
terms of engagement led to divisions
and miscommunication affecting
the programme’s implementation.
‘Results improved after the
organisation, community leaders
and church representatives developed
a memorandum of understanding:
www.admittingfailure.org/failure/
nicole-mclellan-greg-madeley/
1 2 3 4 5 6 7 8 9 10
6
Evaluations come in
all shapes and sizes
There are different types of evaluation for different
purposes. Common types include: impact evaluation,
performance assessment, economic evaluation, and
process evaluation. They can be short or long term
and be done by one person or entire teams.
There is also no one best method for evaluation.
Evaluations often use a combination of methods to gather,
analyse and interpret information. Deciding which method
will depend on the evaluation purpose, the context,
and the resources and information available.
1o things to know about evaluation 1 2 3 4 5 6 7 8 9 10
7
Evaluation is
question-driven
Credible, question-led evaluation will show mixed
results and recognising this is an important part
of the learning process.
Begin by asking questions about the purpose and
scope of the evaluation: what needs to be evaluated?
Who needs the information? Why do they need it?
What data or resources are available?
Then, identify the specific evaluation questions.
Four types of question should drive the process:
Causal
questions
What caused or affected
this change and what was
the role of the intervention
in causing the change??
1o things to know about evaluation
Action
questions
What should
happen next?
Sy
nthesis
q
uestions
What was theoverall success ofthe intervention?
Descriptive
questions
What has happened
or what has changed?
1 2 3 4 5 6 7 8 9 10
Source: BetterEvaluation
www.tinyurl.com/BetterEvaluation-KeyQs
8
CONTEXT IS
PARAMOUNT
Evaluation must take social,
cultural, economic and political
contexts into account. Crucially,
what works in one context may
not be replicable in another.
1o things TO KNOW about evaluation
+%
EXAMPLE
To replicate the success of an
initiative in Tanzania that saw an
increase in crop yield, the evaluation
must consider external factors such
as weather patterns, local attitudes,
or government incentives for using
new technologies.
POLITICAL
SOCIAL
ECONOMIC
CULTURAL
1 2 3 4 5 6 7 8 9 10
9
It is not just
at the end
Evaluation can take place in formal and informal settings
throughout a project’s life, not just at the end. Informal
evaluations can be undertaken on a daily basis, during the
researching, designing, managing or administrating of a project.
The more evaluation questions and processes are integrated
into a project, the more useful evaluation systems will become.
In complex initiatives, evaluation should be planned and
undertaken by evaluators from the outset, so that learning
is fed back into the project design and implementation.
1o things TO KNOW about evaluation 1 2 3 4 5 6 7 8 9 10
ENDOFP
ROJECT REVIEW
DESIGN
Im
pl
eMENtation
ONGOING LEARNING,
MONITORING
AND EVALUATION
10
Findings need to
be communicated
Findings inform what happens next in a project and can
influence broader policy decisions. You can encourage
people to use the evaluation’s findings by involving them
in the evaluation process. Making reports publicly available
can also help others to improve practice.
Evaluators can use multiple formats to effectively communicate
findings to different groups, from infographics and multimedia
to community theatre.
Find out more: www.tinyurl.com/BetterEvaluation-Use
1o things TO KNOW about evaluation 1 2 3 4 5 6 7 8 9 101 2 3 4 5 6 7 8 9 10

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  • 2. WE CAN’T DO DEVELOPMENT WITHOUT IT Development often involves working with scarce resources in uncertain and risky environments. To spend these resources wisely, we have to understand what works, what doesn’t work – and why. That’s why good evaluation is essential. It is a systematic process to assess the value of our activities and learn from them to inform future decisions. 1 1o things to know about evaluation 1 2 3 4 5 6 7 8 9 10 PAST FUTURE
  • 3. 2 IT’S ALL IN THE DETAIL Some evaluations make broad statements about ‘success’. Good evaluations go beyond this and ask: what specific changes occurred (both positive and negative, intended and unintended), how and, for whom? It applies transparent criteria or standards to judge to what extent the project was worthwhile. 1o things to know about evaluation 1 2 3 4 5 6 7 8 9 10
  • 4. 3 Evaluation involves everyone Deciding who should do evaluation depends on time, resources available and the purpose of the evaluation. It is often undertaken by skilled external consultants or in-house specialists, but project staff, funders, participants and beneficiaries all all play an essential role. Good evaluation has the potential to give people a real say in the decisions that affect their lives. Develop your evaluation skills at: www.tinyurl.com/BetterEvaluation-Skills 1o things to know about evaluation JuAN Evaluator Arnav RESEARCHER 1 2 3 4 5 6 7 8 9 10 DAVID Beneficiary Winnie Project staff ALICE MANAGER Maria SPECIALIST
  • 5. 4 Monitoring and evaluation are not the same thing Although interlinked, they are two distinct processes. Monitoring is an ongoing system of gathering information and tracking project performance. Indicators are used to measure progress and if a project is on track to achieve the desired results. Evaluation aims to assess the overall relevance, efficiency, effectiveness, sustainability or impact of the project design, implementation and outcomes in order to support decisions about what to do next. 1o things to know about evaluation 1 2 3 4 5 6 7 8 9 Evaluation Relevance Efficiency Effectiveness Sustainability Impact 10 Monito ring
  • 6. ‘Failures’ are important Evaluation is sometimes driven by desire to show that a project was successful or worthwhile. Yet evaluations will almost always show mixed results. Understanding and sharing what doesn’t work is just as important as what does. 5 1o things to know about evaluation EXAMPLE An evaluation of a health, education and water programme in Mali revealed that a failure to establish terms of engagement led to divisions and miscommunication affecting the programme’s implementation. ‘Results improved after the organisation, community leaders and church representatives developed a memorandum of understanding: www.admittingfailure.org/failure/ nicole-mclellan-greg-madeley/ 1 2 3 4 5 6 7 8 9 10
  • 7. 6 Evaluations come in all shapes and sizes There are different types of evaluation for different purposes. Common types include: impact evaluation, performance assessment, economic evaluation, and process evaluation. They can be short or long term and be done by one person or entire teams. There is also no one best method for evaluation. Evaluations often use a combination of methods to gather, analyse and interpret information. Deciding which method will depend on the evaluation purpose, the context, and the resources and information available. 1o things to know about evaluation 1 2 3 4 5 6 7 8 9 10
  • 8. 7 Evaluation is question-driven Credible, question-led evaluation will show mixed results and recognising this is an important part of the learning process. Begin by asking questions about the purpose and scope of the evaluation: what needs to be evaluated? Who needs the information? Why do they need it? What data or resources are available? Then, identify the specific evaluation questions. Four types of question should drive the process: Causal questions What caused or affected this change and what was the role of the intervention in causing the change?? 1o things to know about evaluation Action questions What should happen next? Sy nthesis q uestions What was theoverall success ofthe intervention? Descriptive questions What has happened or what has changed? 1 2 3 4 5 6 7 8 9 10 Source: BetterEvaluation www.tinyurl.com/BetterEvaluation-KeyQs
  • 9. 8 CONTEXT IS PARAMOUNT Evaluation must take social, cultural, economic and political contexts into account. Crucially, what works in one context may not be replicable in another. 1o things TO KNOW about evaluation +% EXAMPLE To replicate the success of an initiative in Tanzania that saw an increase in crop yield, the evaluation must consider external factors such as weather patterns, local attitudes, or government incentives for using new technologies. POLITICAL SOCIAL ECONOMIC CULTURAL 1 2 3 4 5 6 7 8 9 10
  • 10. 9 It is not just at the end Evaluation can take place in formal and informal settings throughout a project’s life, not just at the end. Informal evaluations can be undertaken on a daily basis, during the researching, designing, managing or administrating of a project. The more evaluation questions and processes are integrated into a project, the more useful evaluation systems will become. In complex initiatives, evaluation should be planned and undertaken by evaluators from the outset, so that learning is fed back into the project design and implementation. 1o things TO KNOW about evaluation 1 2 3 4 5 6 7 8 9 10 ENDOFP ROJECT REVIEW DESIGN Im pl eMENtation ONGOING LEARNING, MONITORING AND EVALUATION
  • 11. 10 Findings need to be communicated Findings inform what happens next in a project and can influence broader policy decisions. You can encourage people to use the evaluation’s findings by involving them in the evaluation process. Making reports publicly available can also help others to improve practice. Evaluators can use multiple formats to effectively communicate findings to different groups, from infographics and multimedia to community theatre. Find out more: www.tinyurl.com/BetterEvaluation-Use 1o things TO KNOW about evaluation 1 2 3 4 5 6 7 8 9 101 2 3 4 5 6 7 8 9 10