Preparing an Evaluation Plan

An evaluation plan will help you focus your efforts on that which is necessary to make judgments about your intervention. Prior to preparing the evaluation plan, it would be helpful to read the Evaluation Types and Methods section.

evaluationWhen preparing the evaluation plan, you should refer to your Goals and Objectives Worksheet and Logic Model, if completed (see Readiness and Preparation).

A well designed plan can be prepared through the following steps:

1.  Decide what will be included in your intervention evaluation.
Is it the:

  • assessment and planning processes,
  • implementation,
  • results or outcomes,
  • entire process?

While some funding organizations may only be concerned about the results or outcomes of an intervention, it is important to also evaluate what was done and how it was done. This will allow you to know if there were implementation issues that may have contributed to success or failure in attaining the expected outcomes. It also is important so that others may learn from your efforts if they want to replicate the intervention. You may also want to evaluate the role of the partnership in the intervention. For suggestions, see Evaluating Your Partnership.

  1. Prepare evaluation questions for each aspect of the evaluation.
    Evaluation questions are simply what it is you want to know about a particular part of the intervention. Example evaluation questions might be:
    • What data sources were used in conducting the needs assessment?
    • How was the intervention priority population identified?
    • Were members of the priority population involved in planning the intervention?
    • What activities were implemented as planned? Who participated? Did they like the activities?
    • Were intervention goals, objectives and outcomes achieved?

  2. Identify appropriate methods for answer the evaluation questions.
    Methods include a variety of information and data gathering systems. Examples include:
    • Surveys and feedback forms
    • Environmental and policy scan
    • Demographic profiles
    • Activity logs and meeting minutes
    • Diaries
    • Focus groups and interviews
    • Observation tools

  3. Determine a timeline for collecting and analyzing evaluation data and information.

The timeline for conducting the evaluation activities should coincide with the timeline for the overall intervention plan so that necessary information and data are gathered in conjunction with planned activities.

The following example is the start of an evaluation plan for an intervention to eliminate exposure to secondhand smoke in public places. This is not a complete evaluation plan.

Evaluation component

Evaluation Questions

Evaluation Methods


Assessment and planning

What partners were involved in the processes?

Meeting minutes

Within 2 weeks after  each meeting


Were youth advocacy activities implemented as planned?

Implementation logs

After each event or activity


How many of the priority population was exposed to the media campaign?

Reports of message exposure from media outlets

Post campaign

Results or Outcomes

Was support for smoke-free public places increased?

Surveys and interviews

Pre-intervention and
following activities


Were desired policy changes made?

Policy review

Pre- and mid- intervention


Was exposure reduced?

Observation; Air quality tests

Pre- and post intervention

A printable Evaluation Plan worksheet (.pdf) or (.doc) is provided for your use.

Additional information about preparing an evaluation plan may be found on the Community Toolbox website at

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