ESS Evaluation Tool: Evaluation Planning Template


This template is a simple tool to help organisations plan their monitoring and evaluation. Use the template to set out the indicators appropriately for each outcome and then work out how you are going to gather the information you need. Below you will find a PDF version and an Excel version of the template.

Looking to develop or refine your evaluation plan? Our tailored support can help you with this evaluation challenge. 🎯

Just getting started with evaluation? Our first Let’s Evaluate! workshop, Getting Started – Outcomes and Indicators, will teach you about the crucial building blocks of evaluation. Learn more about our workshops.✏️

  • Download the file below and save before editing the template.
  • If you have any difficulties using the PDF, we recommend downloading the most up-to-date version of Adobe Acrobat.

Some organisations may find it helpful to use a logic model when developing their evaluation plan, find our logic model template here.

For more information about setting outcomes and indicators, and using different methods to collect evidence, see our range of support guides.