“We must form our minds by reading deep rather than wide”
- Marcus Fabius Quintilianus

Valuable Resources: Evaluation Planning

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General Evaluation Planning

Check out these resources to learn more about planning for a program evaluation.

Introduction to Program Evaluation for Comprehensive Tobacco Control Programs
The Centers for Disease Control and Prevention (CDC), Office on Smoking and Health developed this "how to" guide for planning and implementing evaluation activities. The purpose of this manual is to assist state tobacco control program managers and staff in the planning, design, implementation, and use of comprehensive evaluations of tobacco control efforts.

The Program Manager's Guide to Program Evaluation
The Administration on Children, Youth, and Families (ACF) developed this guide to explain program evaluation –what it is and how to do it. The guide covers many details helpful in evaluation planning, such as costs and staffing, and establishing evaluation plans, design, and objectives.

Basic Guide to Outcomes-Based Evaluation for Nonprofit Organizations with Very Limited Resources
The Management Assistance Program for Nonprofits makes available this online document on the basic planning and implementation of an outcomes evaluation in nonprofit organizations. Prepared for small nonprofits with limited resources, this guide is based on and complements the United Way’s Measuring Program Outcomes: A Practical Approach

The Community Tool Box
The Community Tool Box provides over 6,000 pages of practical skill-building information on over 250 different topics for community program planners, including evaluation planning. The Evaluate the Initiative Toolkit includes a framework for program evaluation and guidance on determining an evaluation’s purpose and design and choosing evaluators.

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Evaluation Planning: Purpose and Process

This collection of resources provides details and tips on determining the purpose of an evaluation.

Evaluate the Initiative Toolkit
Many factors important in defining an evaluation’s purpose are discussed in sections of the Community Tool Box. They include clarifying the aims of evaluation, deciding what will be done with the information learned from the evaluation, and identifying the evaluation questions important to stakeholders.

Focus the evaluation design: Purpose (Introduction to Program Evaluation for Comprehensive Tobacco Control Programs)
This section of CDC’s "how to" guide for planning and implementing evaluation activities discusses factors in determining the purpose of an evaluation.

How do you prepare for an evaluation? (A Manager’s Guide to Program Evaluation)
Questions to consider in preparing for an evaluation are detailed in this chapter of ACF’s evaluation guide. It explores the need to define what component(s) of the program are being evaluated and stating program and participant outcome objectives in measurable terms. In addition, it raises questions related to context of the program, staff, and program participants that will need to be considered in light of the evaluation.

What is program evaluation? (A Manager’s Guide to Program Evaluation)
This chapter of ACF’s evaluation guide discusses what types of questions an evaluation can answer, what is involved in conducting an evaluation, and costs.

What should you include in an evaluation plan? (A Manager’s Guide to Program Evaluation)
Details on preparing an evaluation plan, along with a sample outline of an evaluation plan, are included in this chapter of ACF’s evaluation guide.

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Evaluation Types and Designs

These resources provide background and discussion on evaluation types and designs, along with guidance on selecting the most appropriate design for an evaluation.

Focus the evaluation design: Common types of evaluation designs (Introduction to Program Evaluation for Comprehensive Tobacco Control Programs)
A discussion of evaluation designs and factors to consider in choosing the appropriate design are included in this section of CDC’s "how to" guide for planning and implementing evaluation activities.

Demonstrating Your Program's Worth: A Primer on Evaluation for Programs to Prevent Unintentional Injury
This practical guide prepared for CDC’s National Center for Injury Prevention and Control includes descriptions of evaluation types—formative, process, impact, and outcome; and thorough discussion of quantitative and qualitative research methods.

Choosing an evaluation design (Evaluation Guidebook)
This evaluation guide prepared for the National Institute of Justice provides detailed discussion on choosing the appropriate evaluation design. Key elements, considerations and limitations, and practical issues are discussed for each evaluation design.

Evaluation Designs
This section of the World Bank’s “Understanding Impact Evaluations” web site describes experimental, quasi-experimental, and non-experimental evaluation designs. Links to key readings are provided for each.

Evaluation Cookbook: Information Pages
The Evaluation Cookbook: A Practical Guide to Evaluation Methods for Lecturers includes a discussion of pre- and post-test designs.

Evaluation designs for adequacy, plausibility and probability of public health programme performance and impact
This article examines the importance of defining the purpose of the evaluation as a factor in selecting the appropriate evaluation design. The paper presents a framework for choosing the most appropriate evaluation design based on the evaluation’s measures, and discusses how informative and precise the evaluation findings need to be.

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The Evaluation Team and Outside Consultants

Check out the tips in these resources on assembling an evaluation team and managing outside evaluators.

Who Should Conduct Your Evaluation? (A Manager’s Guide to Program Evaluation)
This chapter of ACF’s evaluation guide explores considerations in assembling the most appropriate team for an evaluation. Teams can be made up of staff and outside consultants.

General information: Choosing the evaluator (Demonstrating Your Program's Worth: A Primer on Evaluation for Programs to Prevent Unintentional Injury)
This section of CDC’s primer on evaluation discusses considerations for hiring an evaluator. A checklist for suitable evaluation consultants is included.

Choosing an evaluation team (Electronic Roadmap for Evaluation)
Links to documents that discuss how to choose an evaluation team are compiled in this section of the Bureau of Justice Assistance evaluation web site.

How do you hire and manage an outside evaluator? (A Manager’s Guide to Program Evaluation)
This chapter of ACF’s evaluation guide provides guidance on recruiting and managing consultant evaluators. Tips on preparing job descriptions, finding evaluators, and creating a contract are included.

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Evaluation Planning Links and Tools

See below for compilations of additional links and tools on evaluation planning.

Centers for Disease Control and Prevention Evaluation Working Group: Resources
CDC’s Evaluation Working Group web site includes a comprehensive set of links to evaluation resources, including standards, manuals, reports, and information on logic models.

California Department of Health Services: Tobacco Control Section: Evaluation
The California Department of Health Services is a pioneer in effective community tobacco control and their web site offers explanations of evaluations conducted, links to evaluation reports, evaluation resources, and references.

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