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5 Steps to an Evaluation

Image of 5 steps to evaluation and integration of Pathways

Are you writing a proposal or working on a project? Incorporating an evaluation into project design and implementation is essential for understanding how well the project achieves its goals. The Evaluation Planning and Pathway resources presented here provide guidance and tools to effectively design and carry out an evaluation of your project.

Evaluation design is broken down in to 5 steps, which you can explore in detail using NEO’s Evaluation Booklets. Basic steps and worksheets are presented in the tabs above. While you are developing your evaluation plan, it is important to consider the context of your program. The context can change how your evaluation is designed and implemented, because different settings and populations have different needs and abilities to participate in evaluations. Considering this, the 5 steps are applied across 4 common populations (K-12 Health, Rural Health, Race & Ethnicity, and LGBTQIA+ Health) in pathways.

Each pathway presents special considerations, resources, and tools for carrying out an evaluation of a project working with that population. You can explore the pathways embedded in the evaluation steps below or explore each pathway on its own using the menu buttons above. Each pathway includes a real-life example of a program creating an evaluation plan that walks step-by-step through the evaluation planning process. At the conclusion of each pathway is an example evaluation plan created using the 5 steps to evaluation.

Working on a project with a small award (less than $10,000)? Use the Small Awards Evaluation Toolkit and Evaluation Worksheets to assist you in determining key components for your evaluation!

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