Evaluation Courses or Workshop Overviews

Introduction to Evaluation

Target audience: Staff new to evaluation, programme officers, volunteers, or anyone needing a foundational understanding of monitoring and evaluation (M&E).

Duration: 1 day (6–7 hours) or 2 half‑day sessions 

Delivery format:  Live online or in‑person workshop, with short exercises

Learning objectives

- Define evaluation and distinguish it from monitoring.

- Understand the purpose of evaluation in the charity context (accountability, learning, improvement).

- Understanding the move from outputs to outcomes.

- Identify key evaluation questions and basic evaluation designs.

- Use simple data collection methods (surveys, interviews, case studies).

- Interpret and present basic findings to stakeholders.

Example Modules

1. What is Evaluation? 

   - Definitions, key terms (outputs, outcomes, impact) 

   - Evaluation vs. monitoring vs. research 

   - Why evaluate? Accountability, learning, fundraising, reporting

2. The Evaluation Cycle 

   - Planning, data collection, analysis, reporting, using findings 

   - Developing a logic model / theory of change (intro level)

3. Asking the Right Questions

   - Formative vs. summative evaluation 

   - Crafting SMART evaluation questions

4. Basic Data Collection Methods 

   - Quantitative: surveys, administrative data 

   - Qualitative: interviews, focus groups, observation 

   - Selecting methods appropriate for your capacity

5. Analysing and Interpreting Data

   - Simple descriptive statistics (frequencies, averages) 

   - Thematic analysis for qualitative data

6. Communicating Results 

   - Dashboards, one‑page reports, storytelling 

   - Using findings to improve programmes

Outcomes:  Participants will be able to plan a small‑scale evaluation, collect basic data, and report findings to internal stakeholders.

2. Advanced Evaluation

Target audience: Staff with some evaluation experience (e.g., completed Intro course or equivalent), M&E officers, programme managers.

Duration: 2 days (12–14 hours) or four half‑day sessions 

Delivery format: Interactive workshop with case studies from charities

Learning objectives

- Design rigorous evaluation designs (quasi‑experimental, mixed methods).

- Apply advanced sampling techniques and data quality assurance.

- Use statistical methods (regression, effect sizes) relevant to charity data.

- Manage complex evaluations with multiple stakeholders.

- Address bias, validity, and ethical challenges.

Example Modules

1. Advanced Evaluation Design

   - Experimental vs. quasi‑experimental designs 

   - Comparison groups, pre‑post designs, interrupted time series 

   - When to use randomised control trials (and when not)

2. Sampling and Data Quality 

   - Probability and non‑probability sampling 

   - Power analysis for small samples (charity context) 

   - Data cleaning, validation, and triangulation

3. Quantitative Analysis for Impact 

   - T‑tests, chi‑square, simple linear regression 

   - Effect size and confidence intervals 

   - Using free/ low‑cost tools (e.g., R, PSPP, Excel)

4. Qualitative Analysis at Depth 

   - Coding frameworks, thematic networks 

   - Ensuring rigour (member checking, peer debriefing) 

   - Integrating qualitative and quantitative findings

5. Evaluation Management

   - Budgeting, timelines, stakeholder engagement 

   - Managing external evaluators vs. internal teams 

   - Ethical considerations (informed consent, data protection)

6. Using Evaluation for Strategy 

   - From findings to recommendations 

   - Building an evaluation culture in the organisation

Outcomes: Participants will be able to design and manage a medium‑complexity evaluation, analyse data with confidence, and use results for strategic decision‑making.