Evaluation Planning Resources
THANK YOU for participating in It’s Not the Plan, It’s the Planning: Strategies for Evaluation Plans and Planning at the American Evaluation Association Summer Evaluation Institute.
If you did not receive the handout, you can download it here.*
*This handout is for workshop participants only. Please do not share, distribute, or post anywhere. Thank you.
Here are resources specific to evaluation planning, many of which were mentioned during the course:
Haven’t taken a workshop with me? Contact Me to bring one to you!
FRAMEWORKS:
- CDC Framework for Evaluation in Public Health
- Culturally Responsive Evaluation
- Culturally Responsive Evaluation: Theory, Practice, and Future Implications
- Better Evaluation Rainbow Framework
PLANNING GUIDES:
- W.K. Kellogg’s The Step-by-Step Guide to Evaluation
- Measure Evaluation’s Getting to an Evaluation Plan
- OPRE’s The Program Manager’s Guide to Evaluation
- Innovation Network’s Evaluation Plan Workbook
LEARNING AGENDAS:
- OES’s Evidence Act Toolkit: A Guide to Developing Your Agency’s Learning Agenda
- Urban Institute’s Evidence Toolkit: Learning Agendas
- USAID’s Tips for Creating a Learning Agenda
OTHER FREE GUIDES:
- EvaluATE (Evaluation Resource Center for Advanced Technical Education) website resources for evaluation planning
- Better Evaluation’s Preparing for an Evaluation – Guidelines and Tools for Pre-Evaluation Planning
Resources from the Centers for Disease Control and Prevention (CDC):
- A Framework for Program Evaluation
- Program Evaluation
- Evaluation Development Tools
- Evaluate Training: Building an Evaluation Plan
EVALUATION PLAN TEMPLATES:
- BetterEvaluation Template for Evaluation Plan
- University of Wisconsin Extension Program Evaluation and Development – Planning a Program Evaluation Booklet & Worksheet
WEBSITES & REPOSITORIES:
- Better Evaluation
- Center for Evaluation and Research – Tobacco Control Evaluation Center
- University of Wisconsin-Extension Program Development and Evaluation ˚
- Western Michigan University Evaluation Center
- We all Count
BOOK:
A Practical Guide to Program Evaluation Planning
QUESTION BANKS FOR EVALUATION PLANNING:
ARTICLES WITH GOOD INFORMATION ON EVALUATION PLANNING:
- Developing a Process-Evaluation Plan for Assessing Health Promotion Program Implementation: A How-To Guide
- Formative, Summative, Performance, Impact: What Does it All Mean?
- Quality Criteria for Evaluation Plans
- Three Tips for a Strong NSF Proposal Evaluation Plan
EXAMPLES OF EVALUATION RFPS FOR EXAMINATION AND STUDY:
Here’s what we’re using in the workshop for our case study exercise:
- Step Up (5 pgs; mentoring program for young adults)
- Collaborative for Children (6 pgs; child learning outcomes)
- Foodshed Alliance (4 pgs; access to healthy food)
- APHA (4 pgs; public health workforce)
- San Francisco Arts Commission (6 pgs; endowment)
Here are a few additional RFPs just for information and study:
- Philadelphia Zoo (11 pgs; teen workforce program)
- NACCHO (6 pgs; health dept recruitment and retention)
- Grow Pittsburgh RFP
- Sojourner Family Peace Center RFP
- We are New York (WANY) Program Evaluation and Ethnography RFP
While you’re here, check out my book, Designing Quality Survey Questions.
Sheila B Robinson, Ed.D.

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