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Learning and Growing through Evaluation
Notes for Chapter 3
Planning for an Evaluation: The Individual Evaluation Plan
Individual Evaluation Plan
When you are ready to begin evaluating one of the evaluation candidates in your strategic
evaluation plan, the next step is to develop a detailed plan that documents a shared understanding
among the members of an Evaluation Planning Team about the evaluation to be performed. We
refer to these as
individual evaluation plans
, but some professional evaluators may refer to it as
an
evaluation plan
or
protocol
.
These plans provide important details about how you will implement specific evaluations cited in
your strategic evaluation plan. Evaluation plans of this type become a comprehensive roadmap
for everyone working on a given evaluation activity to ensure agreement on key evaluation
questions, methodologies to be employed, data collection instruments to be used, procedures to
be followed, analyses to be performed, and reporting or dissemination formats proposed. A
detailed budget and timeline are critical components of an individual evaluation plan.
References
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Bourgeois, I. & Cousins, J. B. (2013). Understanding dimensions of organizational evaluation
capacity
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(3), 299–319.
Centers for Disease Control and Prevention [CDC]. (2018, August).
Gaining consensus among
stakeholders through the nominal group technique.
(Evaluation Brief No. 7). Retrieved
from
http://www.cdc.gov/HealthyYouth/evaluation/pdf/brief7.pdf
Fierro, L. A. & Christie, C. A. (2017). Evaluator and program manager perceptions of evaluation
capacity and evaluation practice.
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,
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Lopez, A. (2018).
Leadership in evaluation capacity building: Influencing organizational
change and learning about how to do and use evaluation
(Doctoral dissertation).
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National Association of County and City Health Officials. (1998).
Assessment protocol for
excellence in public health: Workbook.
Washington, DC: National Association of County
and City Health Officials.
Patton, M. Q. (2008).
Utilization-focused evaluation
(4th ed.). Thousand Oaks, CA:
Sage Publications.
Preskill, H., & Boyle. S. (2008). A multidisciplinary model of evaluation capacity building.
American Journal of Evaluation
,
29
(4), 443–459.
Preskill, H., & Portzline, B. Z. (2008).
Developing and implementing an evaluation system.
Unpublished manuscript.
Page A-5
Planning Evaluations
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