Generic Grant Evaluation Plan Template

Date: Sub-Grant Evaluation Plan
Evaluation Plan Outline

(Generic Model – may be more or less detailed depending on the project)
Adapted From: https://www.cdc.gov/asthma/program_eval/appendixf_evaluation_plan_outline.doc
1. INTRODUCTION & STAKEHOLDER ENGAGEMENT

This section provides information about the purpose of the evaluation, and what stakeholders/partners
are involved in the evaluation.
Evaluation Purpose
 What does this evaluation strive to achieve?
 What is the purpose of this evaluation?
 How will findings from the evaluation be used?
Stakeholders/Partners in the Evaluation Process
 Who are the stakeholders for this evaluation?
 What role did they play in developing this individual evaluation plan?
 How do you plan to engage these stakeholders when implementing the individual evaluation
plan (e.g., participate in collecting data, help to interpret findings)?
 Will there be internal, external, or both type of evaluation activitie?
2. DESCRIPTION OF WHAT IS BEING EVALUATED

This section provides detailed information about what you are evaluating. In this section describe the
need, context, target population, and stage of development of what is being evaluated. You will also
provide information on inputs, activities, outputs, and outcomes and will develop a logic model
(graphical depiction) of what you are evaluating.
The Logic Model provides the information for this section of the evaluation plan – you can add as an
appendix or use the information from the logic model to fill in theses subtopics below depending on
space constraints
Need and Context of the Project/program/Grant

 What is the need for what you are evaluating?
 What context/environment exists for what is being evaluated?
(i.e., what environmental/cultural factors that may affect the performance of what is being
evaluated)
Population(s) Addressed
 Who is the target population? (if applicable)
Stage of Development of the Project/Program/Grant
 How long has what is being evaluated been in place?
 Is it in the planning or implementation stage?
Resources/Inputs
 What resources are available to support what is being evaluated (e.g., staff, money, space, time,
partnerships, technology, etc.)
Activities
 What specific activities are undertaken (or planned) to achieve the outcomes?
Outputs
 What products (e.g., materials, units of services delivered) are produced by your staff as a result
of the activities performed?
Page 1 Evaluation Plan Outline

Outcomes
 What are the program’s intended outcomes (intended outcomes are short-term, intermediate, or
long-term)?
 What do you ultimately want to change as a result of your activities (long-term outcomes)?
 What occurs between your activities and the point at which you see these ultimate outcomes
(short-term and intermediate outcomes)?
3. EVALUATION DESIGN AND FRAMEWORK

This section provides information on how you will design your evaluation. Provide information on
evaluation questions, stakeholder information needs emerging from the evaluation, and the evaluation
design.
Evaluation Questions
 What specific questions do you intend to answer through this evaluation?
 How will the findings be used?
Evaluation Design
 What is the design for this evaluation? (e.g., experimental, pre-post with comparison group,
time-series, case study, post-test only)
 Why was this design selected?
4. DATA COLLECTION & GATHERING CREDIBLE EVIDENCE

This section provides information on how you will collect/compile data for your evaluation. Provide
information on methods by which you will collect/compile data, and how those methods are related to
the evaluation questions you identified.
Data Collection Methods

 Will new data be collected/compiled to answer the evaluation questions or will secondary data
be used?
 What methods will be used to collect or acquire the data?
 Will a sample be used? If so, how will the sample be selected?
 How will data collection instruments be identified and tested?
 How will the quality and utility of existing data be determined?
 From whom or from what will data be collected (source of data)?
 How will the data be protected?
Data Collection Method – Evaluation Question Link
 How does each data collection method relate to the evaluation questions proposed?
 What is the timeline?
Table: Evaluation Questions and Associated Data Collection Methods

Data Collection Timeline – when
Evaluation Question Source of Data will data be collected
Method
1.
2.
5. DATA ANALYSIS AND INTERPRETATION
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In this section provide information on what indicators and standards you will use to judge success, how
you will analyze your evaluation findings, and how you will interpret and justify your conclusions.
Indicators and Standards or Deliverables

 What are some measurable or observable elements that can tell you about the performance of
what is being evaluated?
 What constitutes “success”? (i.e., by what standards will you compare your evaluation
findings?)
 What will be the deliverables – that will document success?
Analysis
 What method will you use to analyze your data (e.g., descriptive statistics, inferential statistics,
content analysis)?
 Provide example table shells, templates and a qualitative codebook if applicable.
Interpretation
 Who will you involve in drawing, interpreting, and justifying conclusions?
 What are your plans to involve them in this process?
6. EVALUATION MANAGEMENT & COMMUNICATION OF EVALUATION FINDINGS

This section provides information about how the individual evaluation will be managed and
implemented and who will participate in what capacity. It will also provide a timeline for conducting
activities related to this evaluation. You may find that some of the tables suggested here fit better in
other sections of the plan. Regardless of how you structure your plan, it is important that you carefully
think about each of these implementation steps and who is responsible for doing what by when.
Evaluation Team
 Who will implement this evaluation? Please include the resume/CV of the lead evaluator.
 Will there be an internal and/or external evaluator, or both?Who is responsible for what?
Table. Roles and Responsibilities of the Evaluation Team Members
Individual Title or Role Responsibilities
Data Collection Management

 What data will be collected?
 What activities are needed to carry out the data collection successfully? When should each of
these activities be completed?
 Who is responsible for conducting each activity?
Data Analysis Management
 What data will be analyzed, how, and when?
 Who is responsible for conducting the analyses?
 Where will data be stored and archived?
 Use the DMP which is a tool to help you develop a data management plan (https://dmptool.org/)
 Can also store and manage projects from the Open Science Framework - OSF (https://osf.io/)
Table. Data Collection Plan
Page 3 Evaluation Plan Outline

Evaluation Data Collection Activities Person(s)

Due Date
Questions Method Needed Responsible
1.
2.
Table. Data Analysis Plan

Data to Be Person(s)
Analysis to Be Performed Due Date
Analyzed Responsible
Table. Communication Plan (just some ideas – not comprehensive)

Possible Possible Timing/
Purpose of Communication Messenger Notes
Formats Dates
Inform about specific evaluation activities
Inform about grant progress
Present initial and final findings
Document the evaluation
Document evaluation actions
Communication Plan
 Who will develop the communication plan?
 What methods will be used to communicate about the grant or project? Who is responsible?
 Who will be involved in presenting findings? IS there a budget line for travel to present at
conferences and publish about the grant or project?
Timeline
 When will planning and administrative tasks occur?
 When will any pilot testing occur?
 When will formal data collection and analysis tasks occur?
 When will information dissemination tasks occur?
 Upon mapping all of the above on a single timeline, are there any foreseeable bottlenecks or
sequencing issues?
Evaluation Budget
 What is the cost for this evaluation?
 Where will the monetary resources come from to support the evaluation?
 Are any in-kind, volunteer, or partner resources being contributed?
 Are there expenses for data analysis software (ex. NVivo, Atlas.ti, Tableau), transcription fees,
consultants?
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Date: Sub-Grant Evaluation Plan

Evaluation Plan Outline

1. INTRODUCTION & STAKEHOLDER ENGAGEMENT

2. DESCRIPTION OF WHAT IS BEING EVALUATED

Need and Context of the Project/program/Grant

Page 1 Evaluation Plan Outline

3. EVALUATION DESIGN AND FRAMEWORK

4. DATA COLLECTION & GATHERING CREDIBLE EVIDENCE

Data Collection Methods

Table: Evaluation Questions and Associated Data Collection Methods

5. DATA ANALYSIS AND INTERPRETATION

Indicators and Standards or Deliverables

6. EVALUATION MANAGEMENT & COMMUNICATION OF EVALUATION FINDINGS

Data Collection Management

Table. Data Collection Plan

Page 3 Evaluation Plan Outline

Evaluation Data Collection Activities Person(s)

Table. Data Analysis Plan

Table. Communication Plan (just some ideas – not comprehensive)

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