Designing Evaluation Plan - Free Download
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FORMATIVE AND SUMMATIVE EVALUATIONS
Every proposal should have an evaluation section that varies with the complexity of the
project. At minimum, the evaluation section must address the following two types:
Formative evaluation—To gain direction for improving projects as they are developing
• Include implementation and process components
• May lead to changes in the way the project is structured and carried out
Summative evaluation—To determine project effectiveness after sufficient time to
• Also called outcome or impact evaluation
• Determine what the project has actually accomplished in terms of its stated goals
The following five steps can help you develop an effective evaluation section for your
Step 1 Determine what is to be evaluated: Generally there are evaluation activities
related to each project objective.
Step 2 Determine what type of evaluation is appropriate: In general, there are five
types that vary in the complexity, amount of funds invested in evaluation, and who will
conduct the evaluation (See next page for list of evaluation types).
Step 3 Determine who will conduct the evaluation: The project staff or an external
Step 4 Establish an evaluation budget: As a general rule, small projects devote 3 –
5%; large, multi-year, complex projects devote up to 10%.
Step 5 Describe the products of the evaluation: At a minimum it is part of the final
project report, but a separate evaluation report may be a project deliverable.
Sinclair Community College Proposal Development Tool Kit® April 2003 Page 15