The Evaluation Plan

An evaluation plan is intended to reveal and convey the worth or merit of a project (Joint Committee on Standards for Educational Evaluation 1988).

The Evaluation Plan for the proposal should include:

  • How goals and objectives will be met
  • Whether established processes will meet goals and objectives
  • If proper methods and time frame to yield results and reports have been established
  • If information gathered can be used to improve a project
  • Whether information gathered can be used for dissemination

Types of Evaluation that can be requested (one or both):

1)    Formative or Process Evaluation – Subjective

2)    Summative or Outcome Evaluation – Objective

Example:  “When the cook tastes the soup” it is formative and “when the guests taste the soup” it is summative.

Formative or Process Evaluation – Formative evaluation is conducted during the development of a project or program, with the intention of improving the program.  The goal of the evaluation is to validate or ensure that the goals and objectives are being achieved within the established timeframe and budget.  If necessary, you should state that problem areas will be identified and remedied.

Summative or Outcome Evaluation – Should provide information on the outcome:  Did the project achieve what it was designed to do?  Summative evaluation is typically quantitative to assess the success of a program by collecting data at the end of the project.  Summative evaluation should examine the extent to which the project will meet the stated goals, the methods in which you plan to analyze the project benefits, the sustainability of the project, and if it can be replicated.

Think about the data you will need, the sources of the data, and the data timelines.

In your Evaluation Plan, you have to include (depending on the type of project):

  • Process – involves planning and recruitment activities, the number of eligible participants, satisfaction of participants (method of evaluating participants for satisfaction), and goals accomplished within the projected timeframe and budget.  Show how you plan to maintain records and data that will be used in the process evaluation.
  • Content — involves the examination of participants’ perceptions of the relevance and applicability of activities and materials involved.  Plan to include survey data at the end of each module, and state that the purpose of content evaluation is to make adjustments to project if necessary.
  • Impact – Plan to develop a survey at the end of the project to evaluate success of the project.  Results will be measured by changes in knowledge, attitudes, skills, and the overall impact of the project.


Plan to use a comprehensive evaluation plan that will be based on project goals, objectives and activities.  This evaluation should consider the resources, techniques, procedures, and strategies employed to accomplish the goals and objectives as well as the outcomes of the project activities and their impact.  This evaluation should be based on an approach that examines accountability, effectiveness, and impact:

  • Accountability – Should determine if the project activities were conducted as intended, within the budget, and in a timely manner.  Completion of each objective and activity will be documented and will be within the timeline and budget.
  • Effectiveness – Determines if the activities were conducted as intended, within the budget and in a timely manner.  Completion of each objective and activity will be documented and will be according to the project’s defined timeline and budget.
  • Impact – Examines the extent to which the project has made a difference in the attitudes, practices, and skills of the target audience.  Impact will be measured at the project level and also in the dissemination of the outcome of the project to a wider audience.