WRITING EVALUATION PLANS Grantsmanship and Fundraising College of

WRITING EVALUATION PLANS Grantsmanship and Fundraising College of Public and Community Service University of Massachusetts at Boston © 2008 William Holmes 1

NEED FOR EVALUATION PLAN o Legal requirements o Accountability to funders o Assess benefits and costs of program o Assist design of future programs o Promote public relations 2

BENEFITS OF EVALUATION o Clarification of goals and objectives o Clarification of logic model o Improvement of information systems o Documents program results o Allows program improvement o Aids replication of program 3

PROCESS VS. OUTCOME EVALUATIONS o Throughputs versus outputs o Services/activity versus results o Sequence of activity versus outcome states o Correlation versus causation o Implementation versus achievement 4

GOALS OF PROCESS EVALUATION o Documentation of activity o Assessment of satisfaction o Tracking of staff efforts o Assessment of program efficiency o Examination of staff perceptions 5

GOALS OF OUTCOME EVALUATION o Documentation of outputs and outcomes o Satisfaction with results o Assessment of effort/result relationships o Assessment of programs efficacy o Providing accountability 6

EVALUATION TARGETS o Program documents o Training activities and materials o Procedures and materials o Meeting minutes/event documents o Types and level of activities o Products of activities 7

STEPS IN PREPARING PLAN: 1 1. State services, goals and 2. 3. 4. 5. objectives Determine evidence needed to document services, goals, objectives Specify data collection procedures for evidence Identify analysis needed and form of products Clarify responsibility and authority 8

STEPS IN PREPARING PLAN: 2 6. Develop a measurement plan 7. Develop a timetable for evaluation 8. Specify procedure for monitoring implementation of evaluation 9

EXAMPLE MEASUREMENT CHART VARIABLE MEASURE WHO WHEN Family conflict Conflict Scale Home Visitor Every 6 months Child Abuse CPS indication Case Manager Every 12 months Alcoholism Client Intake, Exit MAST 10

STEPS IN WRITING PLAN 1. Summarize rational for and purpose of evaluation 2. Summarize measures and standards 3. Summarize data collection procedures 4. Summarize products 11

EVALUATION CHARTS o Task Allocation Charts o Project Timelines o Gantt Charts o Product Summary 12

TASK ALLOCATION CHART TASK ACTIVITY PERSON RESPONSIBLE DEADLINE A How its done 1 John Doe 11/15/09 B How its done 2 Jane Smith 11/30/09 C How its done 3 Fred Howard 12/15/09 13

GANTT CHARTS Tasks Quarter 1 Quarter 2 Develop Measures XXXXX Get Sample Collect Data Write Report Quarter 3 Quarter 4 XXXXX xxxx 14

USES OF INFORMATION o Products o Internal Use o External Use o Multiple Uses o Reuse 15