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Handbooks in Evaluation

W.K. Kellogg Foundation Evaluation Handbook  – This handbook provides a framework for thinking about evaluation as a relevant and useful program tool. It was written primarily for project directors who have direct responsibility for the ongoing evaluation of W.K. Kellogg Foundation-funded projects. 

Making evaluations matter: A practical guide for evaluators –This guide is primarily for evaluators working in the international development sector. It is also useful for commissioner of evaluations, evaluation managers and M&E officers. The guide explains how to make evaluations more useful. It helps to better understand conceptual issues and appreciate how evaluations can contribute to changing mindsets and empowering stakeholders. On a practical level, the guide presents core guiding principles and pointers on how to design and facilitate evaluations that matter. Furthermore, it shows how to get primary intended users and other key stakeholders to contribute effectively to the evaluation process. Published from Centre for Development Innovation, Wageningen University & Research centre, Wageningen, The Netherlands.   

A guide for project M&E  The M&E -This guide was produced by the Independent Office of Evaluation to help project managers and M&E staff improve the quality of M&E in IFAD-supported projects. The Guide focuses on how M&E can support project management and engage project stakeholders in understanding project progress, learning from achievements and problems, and agreeing on how to improve strategy and operations.

Choosing Appropriate Evaluation Methods Tool – Choosing the right evaluation tools is crucial for producing useful, credible, and rigorous evidence in evaluations. Methodological appropriateness is a challenging and contested area – this tool has been developed under a Creative Commons license with the intention that it can be further developed and improved upon by anyone. Written by Barbara Befani and Bond’s Effectiveness and Learning team. The tool was developed with funding from the Department for International Development and Comic Relief. Download Choosing Appropriate Evaluation Methods.


Steps in managing an evaluation project This toolkit supports the NSW Evaluation Community of Practice and seeks to help government agencies implement the Evaluation Guidelines.  It takes you through seven steps for planning and implementing a program evaluation project.  

Richard A. Krueger’s site  This site is intended to help people who are involved in program evaluation, applied research, or focus group interviewing. You will find a number of different materials. In About, you find out a little about who we are and what we do. In Focus Group Interviewing you will find a collection of practical tips, instructional guides, examples, and reflections. Research Stories presents information on using stories for research and evaluation and in this section we offer suggestions on obtaining and telling stories.

The Center for Program Evaluation and Research  provides evaluation consulting and training services to social service and disease prevention programs. It also serves as the statewide evaluation technical assistance provider for California’s tobacco control programs. TCEC provides individual technical assistance, training, and evaluation-related resources while striving to build the evaluation capacity of local programs.

Monitoring and Evaluation: How and How Well Objectives are Being Reached   It is written for community empowerment in 2002 by   Phil Bartle, PhD  

Penn State  Program Evaluation Tip sheets  This site provides information on how to design and implement a useful program evaluation to improve a program, compare delivery methods, respond to stakeholders, advocate, or prepare for promotion  and, many guides to many aspects of program evaluation, including methods such as creating questionnaires, data collection methods, research design, sampling, etc.

Green Book, Appraisal and Evaluation in Central Government from UK  -This new edition of the Green Book, Appraisal and Evaluation in Central Government, incorporates revised guidance, to encourage a more thorough, long-term and analytically robust approach to appraisal and evaluation. It is relevant to all appraisals and evaluations. 

Centre of Excellence for Evaluation (CEE) from Canada – The CEE provides functional leadership, including advice and guidance in the conduct, use and advancement of evaluation practices across the federal government. This website offers useful information, tools and resources for evaluation professionals in the federal government and those with an interest in evaluation.  

From the USA

Psychological Health and Traumatic Brain Injury Program Evaluation   pretty comprehensive guide to many aspects of evaluation. Not much about methods of gathering data though. July 2012.

National Science Foundation:  has three reports available on line:

CDC Evaluation Working Group  This site is about the CDC Evaluation Working Group and its efforts to promote program evaluation at the CDC.  See especially their “highlights of a framework for program evaluation”, and their links page which is a comprehensive list of links to evaluation guidelines produced by various CDC programs.

CDC also has these

National Network of Libraries of Medicine    has this “Collecting and Analyzing Evaluation Data” from 2013.

From the US Department of Education Institute of Educational Sciences Identifying and Implementing Educational Practices Supported By Rigorous Evidence: A User Friendly Guide   This guide offers tools to educational practitioners that help distinguish practices supported by rigorous evidence from those that are not.” This is mainly about randomized control trials. 2003   

Also see some technical publications  
“Technical Methods Report: Statistical Power for Regression Discontinuity Designs in Education Evaluations” 2008
“What to Do When Data Are Missing in Group Randomized Controlled Trials” 2009

“Random Assignment in Program Evaluation and Intervention Research: Questions and Answers” here   2003

Pink Book-Making Health Communication Programs Work   has a chapter on evaluation (stage 4) and a chapter on research methods. No date given.

From Australia

Planning and Evaluation Wizard    see the evaluation zone  

Evaluation Guide – The government of Western Australia, 2015  

Other organisations

Impact Evaluation

InterAction has a couple of manuals about impact evaluation   by Patricia Rogers, Burt Perrin, Michael Bamberger.  For example, Introduction to Impact Evaluation, by Patricia Rogers, is from 2012.

Unicef has briefs and videos   Overview of Impact Evaluation, by Patricia Rogers, 2014

Impact Evaluation  explains a lot and has key readings, links to their methods page

World Bank has this   Impact Evaluation Toolkit

Better Evaluation Impact Evaluation Series  

Annie E. Casey Foundation has some evaluation guides like this one:  The Need for Self-Evaluation: Using Data to Guide Policy and Practice (summary)   no date given.

Asian Development Bank.     includes this, from 2015,  Guidelines for the Preparation of Country Assistance Program Evaluations and Country Partnership Strategy Final Review Validations, and this from 2016, Guidelines for the Evaluation of Public Sector Operations

Basic Guide to Program Evaluation   Written by Carter McNamara, PhD, this is an on line guide to program evaluation, which describes many of the methods used, for example, surveys, interviewing, focus groups, and other methods.  This site also has many useful links.  

Better Evaluation   “An international collaboration to improve evaluation practice and theory by sharing information about options (methods or tools) and approaches.”  Has stuff about methods and a lot more.

Design, Monitoring and Evaluation for Peacebuilding has an online field guide   which is not exactly a guide by itself, but has a bunch of documents by other people about various aspects of evaluation. For example, one presentation is “Ensuring quality of evidence generated through participatory evaluation in humanitarian contexts, by Jessica Alexander and Francesca Bonino”    

EvalPartners has this page   a virtual library of books about evaluation.

IFAD Evaluation    Includes an evaluation manual on methods and issues. 2015.

Also see   A guide for project M&E, 2002.

McCreary Center.  Asking Questions That Matter    This toolkit aims to increase understanding evaluation, develop the skills to prepare an evaluation plan, and provide tools to carry out an evaluation of a local community project.  No date given.

OECD DAC Guidelines and Reference Series   has a few publications:
Evaluating Peacebuilding Activities in Settings of Conflict and Fragility, 2012
Quality Standards for Development Evaluation, 2010

Robert McCormick Foundation has an evaluation guide   in their tools for learning. 2013

Tools 4 Development  and here    has many guides about how to do research and evaluation. A few of the docs are:
How to get informed consent, 2016
How to create a monitoring and evaluation (M&E) system – step-by-step guide, 2014

University of Kansas Community Toolbox   includes a couple of chapters on evaluation, including introduction and methods. Started in 1996, but in continuous development, up through 2016, and still going.

UNDP methodological publications,  
Handbook on Planning Monitoring and Evaluating for Development Results   from 2009
A companion guide to the handbook on planning monitoring and evaluating for development results for programme units and evaluators.   from

Barbara O. Wynn, Arindam Dutta, Martha I. Nelson,  Challenges in Program Evaluation of Health Interventions in Developing Countries.   The authors provide an overview of various approaches, methodologies, and issues related to program evaluation for health projects in developing countries. 2005

World Bank –  Monitoring and Evaluation (M&E): Some Tools, Methods and Approaches  here   From 2004.

Morra Imas, Linda G.; Rist, Ray C.. 2009. The Road to Results : Designing and Conducting Effective Development Evaluations. World Bank. © World Bank.   

Zall Kusek, Jody; Rist, Ray C.. 2004. Ten Steps to a Results-Based Monitoring and Evaluation System : A Handbook for Development Practitioners. Washington, DC: World Bank. © World Bank.   



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