Evaluation planning workbook

The evaluation plan workbook is designed to help small programs create a basic evaluation plan. It’s free to use for as many projects as you like.



We have created a workbook to help you plan your evaluation. Complete it, and you’ll receive an evaluation plan in a PDF document that you can share with colleagues or include in an evaluation report.

To access it, go to:

Plan Your Evaluation

This workbook guides you through the process of creating an evaluation plan. Sections include:

  • Getting ready
  • Evaluation objectives
  • Evaluation methodology
  • SIS security
  • Protecting your data
  • Managing the evaluation project
  • Wrapping up the project

Save as many drafts as you’d like, share them with colleagues, and refine your responses over time. When you complete and submit your final draft, you’ll be invited to save your responses as a PDF Evaluation Plan. This document can be included in a proposal, used to guide your team’s evaluation activities, and added to the appendix of your final evaluation report.

You can use it with the associated tool, Program Logic Model builder.

Additional information

Included in Basic subscription?

Data collection method