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4 Steps to an Evaluation Plan

Writing a proposal? Evaluation planning starts right when you start thinking about doing a project. We recommend working through the NEO's Booklets, but here are some of the basic steps and worksheets if you want to jump right in.

Number one


Do a Community Assessment

A community assessment helps you determine the health information needs of the community, the community resources that would support your project, and information to guide you in your choice and design of outreach strategies.

NEO Shop Talk Examples Assessing a Military Community

Number two

Make a Logic Model

A logic model is a planning tool to clarify and graphically display how your activities are logically linked to the impact you hope to make with your project.

  • How to do it (work from right to left, starting with outcomes)
  • Outcomes are the results or benefits of your project - Why you are doing the project
    • short-term outcomes such as changes in knowledge
    • intermediate outcomes such as changes in behavior
    • long-term outcomes such as changes in individuals' health or medical access, social conditions or population health
  • Blank Logic Model Template Book 2 Worksheet: Logic Models
  • Sample Logic Model

NEO Shop Talk Examples Logic Model for a Birthday Party; Steering by Outcomes: Begin with the End in Mind

Number threeDevelop Measurable Objectives for Your Outcomes

Outcomes are the results you are pursuing with your project. Measurable objectives communicate the evidence you will collect to show results and your criteria for determining success.

NEO Shop Talk Examples Developing Program Outcomes Using the Kirkpatrick Model - With Vampires; Setting a Meaningful Participation Target

Number four
Create an Evaluation Plan

NEO Shop Talk Examples The Kirkpatrick Model (Part 2) - With Humans