"This guidance note covers Terms of Reference (ToR) guidance for all levels and types of evaluation outlined in the Adaptation Fund’s Evaluation Policy, including baseline studies and midterm reviews. While the emphasis is on developing ToRs for evaluation purposes, the ToR guidance can apply to o
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ther activities [...]" (Page 2)
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"Commissioning an evaluation and managing an evaluation are different but interrelated processes. Commissioning an evaluation encompasses the activities to initiate a Fund evaluation, largely focused on developing the evaluation's Terms of Reference (ToR) and recruiting and contracting the evaluator
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(s). Managing an evaluation encompasses the activities for the oversight of the evaluation after it is commissioned and enters the implementation phase through to the Evaluation Report. Evaluation management ensures the evaluation is conducted according to the deliverables and requirements established in the ToR and detailed in the evaluation's Inception Report." (Page 3)
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"In order for evaluations to satisfy both the requirements of the implementing organisation and donors’ requirements, it is important that the process is properly planned and supported and that the scheduled timescale is adequate. When do I start planning? What constitutes high-quality Terms of Re
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ference? How do I assess whether a report is good or bad? These are typical questions that arise during an evaluation process. These guides have been produced to provide employees and partner organisations of Brot für die Welt – Evangelischer Entwicklungsdienst (Bread for the World – Protestant Development Service) with practical assistance during the evaluation process. The evaluation process has been divided into ten steps. A guide has been produced for each of these process steps. The guides can be used independently of one another. There is also an introductory guide that contains basic information about the topic of evaluation. The data-collection step is performed by the external evaluators, meaning that there is no guide for this step. Each guide explains what needs to be considered during this step, why it is important and who needs to be involved. The aim is to provide important tips and assistance as to how the individual steps can be implemented. The guides are specifically tailored to external evaluations, but they also contain relevant information for other evaluation forms." (Foreword)
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"At the W.K. Kellogg Foundation, we believe that evaluation is an effective management tool to both inform strategy development and track the progress and impact of strategy implementation. We have long been committed to supporting our grantees’ ability to derive and share lessons learned from the
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ir work. To that end, the foundation published the first Evaluation Handbook (The Kellogg Foundation, 1998) almost two decades ago to guide evaluation for our grantees. Since that time, as the discipline of evaluation grew and expanded, the demand for evaluation has risen. More and more nonprofit leaders and practitioners strive to design evidence-based programs, and more and more funders require their grantees to provide evidence to demonstrate the success of their funded work. The democratization of evaluation makes it necessary that evaluation is both rigorous and practical. How to achieve the balance motivated us to update the handbook. Over the years, the foundation has learned a lot from our grantees about the challenges of evaluation. This handbook is our continuous effort to demystify evaluation and facilitate its use, for the foundation’s grantees and for all organizations committed to learning and strengthening their work. It is designed for people who have little to no exposure to formal evaluation training and provides a starting point for them as they consider evaluating their work. It is intended to help them become more informed consumers of evaluation. Evaluations can be simple or extensive depending on the scope and complexity of the work being evaluated. The scope of the evaluation could potentially include a single program, a multi-site initiative, or a multifaceted strategy aimed at systems and community change. Regardless of the complexity of the effort, the basics for evaluating it remain the same and this handbook was written to impart information about these basics." (Foreword)
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"[...] the purpose of [this guide] is to support managers and commissioners of impact evaluations to better manage the entire process from drawing up terms of reference, selecting contractors, steering evaluations and utilising evaluation results. The guide also argues that relying only on tradition
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al approaches to IE does not fit well with the kind of customised, complex, locally engaged and often sensitive programmes that non-governmental organisations (NGOs) and civil society organisations (CSOs) undertake. A broader range of designs and methods are needed." (Introduction, page 3)
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"A practical guide to managing and leading evaluation efforts, this module is designed for use in evaluations within your organization and among your partners. Increasing local capacity to conduct and manage good program evaluation is a key goal of the Results and Measurement team at Pact ... Each c
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hapter’s learning objectives and exercises relate to sections of Pact’s evaluation protocol, and each chapter builds on the previous one. By the end of the module, if you have worked your way through the exercises, you should have a comprehensive, written plan for your evaluation—that is, a full terms of reference (TOR). In addition, a TOR template can be found in Appendix 1 (page 90). The shaded boxes that introduce and give an overview of each chapter refer to relevant sections of this template." (Foreword)
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"When done well, evaluation for learning can help grantmakers, their grantees and their partners improve outcomes on the ground in real time. But doing it well requires that we work with key stakeholders to develop the leadership, the strategies and the systems that facilitate true learning.
1. LEAD
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. Create a culture where evaluation is an everyday priority and where it supports and advances continuous learning. Build commitment to evaluation for learning from your board and staff leaders and create spaces for key stakeholders to reflect on your work. (Page 7)
2. PLAN. Develop a framework to ensure you, your grantees and your partners are “evaluating with a purpose.” Determine what your stakeholders need to understand in order to do a better job and develop ways that ensure everyone is gaining this knowledge on an ongoing basis. (Page 12)
3. ORGANIZE. Ensure you and your grantees have the necessary infrastructure to support your plan. This means establishing the right skills, processes and technology to make evaluation for learning an ongoing priority. (Page 16)
4. SHARE. Collaborate with grantees, grantmaking colleagues and others to ensure that evaluation is producing meaningful results. Involve grantees and partners when developing or reviewing strategies, share lessons on an ongoing basis with key audiences and engage in open relationships with grantees to support learning. (Page 23)
The goal of this guide is to provide grantmakers with ideas and insights so they can develop and strengthen their capacities in each of these four areas. Each section presents key action steps for grantmakers, along with examples of a variety of grantmakers engaged in this work. The fictional story of Anytown Foundation also illustrates how a foundation might build the four essential evaluation elements." (Publisher description)
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"The purpose of the manual is to introduce peacebuilding practitioners to the concepts, tools, and methods needed to incorporate better design, monitoring, and evaluation practices into peacebuilding programming. As an introductory volume, the target audience is front-line peacebuilding practitioner
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s from around the world with minimal formal training in design, monitoring, and evaluation. It assumes the audience has experience, training, and access to resources on conflict assessments, which are a prerequisite to participating in conflict transformation program design [...] The manual offers general information on learning and change in addition to chapters dedicated to specific issues such as baselines, indicators, monitoring, and evaluation. It is organized so that readers can easily jump from one chapter to another. However, we strongly urge jumpy readers to start with the chapter on understanding change because it frames the thinking for most of the discussions in the other chapters." (Page 2)
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"L’évaluation, enfin considérée comme un outil irremplaçable pour améliorer la qualité des actions, devient une pratique courante dans les milieux du développement. Mais elle reste un exercice délicat, et génère souvent plus de frustrations que de progrès. Comment en accroître l’effi
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cacité ? En s’adressant à la fois aux commanditaires d’évaluations, aux évaluateurs et aux évalués, pour qu’ils se comprennent mieux, malgré les enjeux qui parfois les opposent, pour qu’ils partagent le langage et les méthodes de l’évaluation, et surtout pour qu’ils s’approprient plus complètement cet outil. Ils doivent l’utiliser sur mesure en fonction des spécificités de l’action évaluée, à l’opposé d’un exercice académique reproduit indépendamment de son contexte. Mais le sur mesure n’exclut pas certaines règles." (Page 1)
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"Este manual intenta proporcionar a los administradores de proyectos y a los analistas de políticas las herramientas necesarias para evaluar el impacto de los proyectos. Está destinado a lectores con conocimientos generales de estadísticas. Para algunos de los métodos estadísticos más profundo
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s analizados, el lector es remitido a la literatura técnica sobre el tema. En el Capítulo 1 se presenta una visión general de los conceptos y métodos, en el Capítulo 2 se analizan los pasos clave y temas relacionados que hay que considerar durante la implementación, en el Capítulo 3 se ilustran diversas técnicas analíticas a través de un estudio de casos y en el Capítulo 4 se incluye un análisis de las lecciones aprendidas de un valioso conjunto de evaluaciones de “prácticas óptimas” de los proyectos de pobreza que se revisaron para este manual. Los estudios de casos, incluidos en el Anexo I, se seleccionaron de una variedad de evaluaciones realizadas por el Banco Mundial, otras agencias de donantes, instituciones de investigación y empresas consultoras privadas. Se eligieron por su rigor metodológico, en un intento por cubrir una amplia combinación de escenarios de países, tipos de proyectos y metodologías de evaluación. En los Anexos también se incluyen muestras de los principales componentes que serían necesarios al planificar cualquier evaluación de impacto: muestras de términos de referencia, un presupuesto, indicadores de impacto, un marco lógico y una matriz de análisis." (Prólogo, páginas 5-6)
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