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Great Evaluation Plans and How to Write Them 
Gary Ciurczak, Ph.D. 
GPA 16th Annual Conference 
"Building Bridge1 s"
Agenda 
1 Overview: What is an Evaluation Plan? 
2 When is an Evaluation Plan Necessary? 
3 What Types of Evaluation Plans Exist? 
4 Who Writes Them? 
5 What are Key Building Blocks? 
6 Let’s Do This! 
2
3
1 Overview: What is an Evaluation Plan? 
Answers three questions: 
• What? 
• So What? 
• Now What? 
4
Why is having a great evaluation 
plan important? 
• May be required in 
proposal 
• Improve project 
• Test theory 
• Tells the story 
• Improve accountability 
• Inform field 
• Support fundraising 
5
2 When is an Evaluation Plan Necessary? 
• Important vs. Necessary 
• Results needed 
• Required by funder… 
6 
It depends….
When is an evaluation plan necessary? 
Important note about the project evaluation: A strong 
evaluation plan should be included in the application 
narrative and should be used, as appropriate, to shape the 
development of the project from the beginning of the grant 
period. The plan should include benchmarks to monitor 
progress toward specific project objectives and also 
outcome measures to assess the impact on teaching and 
learning or other important outcomes for project 
participants. More specifically, the plan should identify the 
individual and/or organization that have agreed to serve as 
evaluator for the project and describe the qualifications of 
that evaluator. 
7
When is an evaluation plan necessary? 
Important note about the project evaluation: A strong 
evaluation plan should be included in the application 
narrative and should be used, as appropriate, to shape the 
development of the project from the beginning of the grant 
period. The plan should include benchmarks to monitor 
progress toward specific project objectives and also 
outcome measures to assess the impact on teaching and 
learning or other important outcomes for project 
participants. More specifically, the plan should identify the 
individual and/or organization that have agreed to serve as 
evaluator for the project and describe the qualifications of 
that evaluator. 
8
3 What Types of Evaluation Plans Exist? 
9
4 Who Writes Them? 
10
What are the Key Evaluation Plan 
Building Blocks? 
Key questions 
+ 
The right tools: 
• Logic model 
• Objectives 
• Timelines 
5 
11
1 Overview 
freshspectrum.com 
12
Logic Model 
13
Logic Model 
14
What are SMART objectives? 
15
What are performance indicators? 
Program Performance Indicator 
21st Century Community 
Learning Centers 
1. Percentage of regular program participants whose achievement test scores 
improved from below grade level to at or above grade level. 
Pell Grants/Student Aid 
Administration 
1. The gap between completion rates for Pell Grant recipients and the 
general student population will decrease each year 
2. At least 75 percent of Pell Grant funds will go to students below 150 
percent of the poverty level 
3. Reduce Pell Grant overawards 
Elementary and Secondary 
School Counseling Program 
1. The percentage of grantees closing the gap between their student/mental 
health professional ratios and the student/mental health professional ratios 
recommended by the statute. 
2. The average number of referrals per grant site for disciplinary reasons in 
schools participating in the program. 
Ryan White 1. Reduce rate of deaths due to HIV infection 
16
What are performance measures? 
Performance Indicator Performance Measure 
1. The average number 
of referrals per grant site 
for disciplinary reasons 
in schools participating 
in the program. 
1.1 Reduce the percent of students in 
grades kindergarten through six who 
receive five or more office 
disciplinary referrals by 10% each 
year 
17 
• Performance indicators with specificity
6 Let’s Do This! 
Handouts: 
• RFP Evaluation Section 
• Evaluation plan grid 
• Checklist 
18
Basic Evaluation Plan Checklist 
Decision to have an evaluation 
Logic Model 
Type of evaluation plan chosen 
Evaluation plan writer agreed upon 
Smart objectives (or performance indicators/measures) 
Data source for each objective 
Person responsible for collection of data 
Timeline for collection, analysis, and reporting of data 
Backup plan for data collection 
19
Group Share/Discussion/Q-A/Wrap-up 
Image: www.jisc.ac.uk/sites/default/files/heads.jpg 
20
gary@viaeval.com 
viaevaluation.com 
628 Washington Street 
Buffalo, NY 14203 
(716) 362-0627 
@viaevaluation 
21

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Via Evaluation Evaluation Plan presentation for GPA

  • 1. Great Evaluation Plans and How to Write Them Gary Ciurczak, Ph.D. GPA 16th Annual Conference "Building Bridge1 s"
  • 2. Agenda 1 Overview: What is an Evaluation Plan? 2 When is an Evaluation Plan Necessary? 3 What Types of Evaluation Plans Exist? 4 Who Writes Them? 5 What are Key Building Blocks? 6 Let’s Do This! 2
  • 3. 3
  • 4. 1 Overview: What is an Evaluation Plan? Answers three questions: • What? • So What? • Now What? 4
  • 5. Why is having a great evaluation plan important? • May be required in proposal • Improve project • Test theory • Tells the story • Improve accountability • Inform field • Support fundraising 5
  • 6. 2 When is an Evaluation Plan Necessary? • Important vs. Necessary • Results needed • Required by funder… 6 It depends….
  • 7. When is an evaluation plan necessary? Important note about the project evaluation: A strong evaluation plan should be included in the application narrative and should be used, as appropriate, to shape the development of the project from the beginning of the grant period. The plan should include benchmarks to monitor progress toward specific project objectives and also outcome measures to assess the impact on teaching and learning or other important outcomes for project participants. More specifically, the plan should identify the individual and/or organization that have agreed to serve as evaluator for the project and describe the qualifications of that evaluator. 7
  • 8. When is an evaluation plan necessary? Important note about the project evaluation: A strong evaluation plan should be included in the application narrative and should be used, as appropriate, to shape the development of the project from the beginning of the grant period. The plan should include benchmarks to monitor progress toward specific project objectives and also outcome measures to assess the impact on teaching and learning or other important outcomes for project participants. More specifically, the plan should identify the individual and/or organization that have agreed to serve as evaluator for the project and describe the qualifications of that evaluator. 8
  • 9. 3 What Types of Evaluation Plans Exist? 9
  • 10. 4 Who Writes Them? 10
  • 11. What are the Key Evaluation Plan Building Blocks? Key questions + The right tools: • Logic model • Objectives • Timelines 5 11
  • 15. What are SMART objectives? 15
  • 16. What are performance indicators? Program Performance Indicator 21st Century Community Learning Centers 1. Percentage of regular program participants whose achievement test scores improved from below grade level to at or above grade level. Pell Grants/Student Aid Administration 1. The gap between completion rates for Pell Grant recipients and the general student population will decrease each year 2. At least 75 percent of Pell Grant funds will go to students below 150 percent of the poverty level 3. Reduce Pell Grant overawards Elementary and Secondary School Counseling Program 1. The percentage of grantees closing the gap between their student/mental health professional ratios and the student/mental health professional ratios recommended by the statute. 2. The average number of referrals per grant site for disciplinary reasons in schools participating in the program. Ryan White 1. Reduce rate of deaths due to HIV infection 16
  • 17. What are performance measures? Performance Indicator Performance Measure 1. The average number of referrals per grant site for disciplinary reasons in schools participating in the program. 1.1 Reduce the percent of students in grades kindergarten through six who receive five or more office disciplinary referrals by 10% each year 17 • Performance indicators with specificity
  • 18. 6 Let’s Do This! Handouts: • RFP Evaluation Section • Evaluation plan grid • Checklist 18
  • 19. Basic Evaluation Plan Checklist Decision to have an evaluation Logic Model Type of evaluation plan chosen Evaluation plan writer agreed upon Smart objectives (or performance indicators/measures) Data source for each objective Person responsible for collection of data Timeline for collection, analysis, and reporting of data Backup plan for data collection 19
  • 20. Group Share/Discussion/Q-A/Wrap-up Image: www.jisc.ac.uk/sites/default/files/heads.jpg 20
  • 21. gary@viaeval.com viaevaluation.com 628 Washington Street Buffalo, NY 14203 (716) 362-0627 @viaevaluation 21