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Preparing an evaluation

Evaluation should be guided by agreed terms of reference (TOR), which specify the scope and nature of the evaluation, and define the evaluators’ roles. The TOR should include:

  • Background information about the campaign to be evaluated, the issue it addresses and key stakeholders
  • Purpose of the evaluation
  • Intended uses and users of the evaluation findings
  • Key issues to be studied in the evaluation and questions to be answered
  • Principles and approach that will guide the evaluation
  • Methodology (e.g. data collection and presentation, inclusion of beneficiaries)
  • Roles and responsibilities of those involved in the exercise
  • Reporting requirements
  • Budget for the evaluation
  • Timeline and milestones

For more details on TOR writing, see IDRC, 2004. Writing Terms of Reference (ToRs) for an Evaluation.