Generic Project Monitoring Plan
DIRECTIONS: Use this template as a guide. Copy and customize to fit your needs. Select indicators that
fit your expected outcomes/goals and list here. Remember to discuss options for research designs with Data
and Accountability before you start programs that are being piloted for possible expansion or large
expensive initiatives.
Evaluation Questions
PLAN:
What need does this
initiative address?
What are the expected
outcomes of the program?
Information
Sources
How do we
accomplish this?
Data inventory/
Create a Logic model
indicator list, student that specifies time
rosters
frame for
accomplishment of
Bone diagram,
general outcomes
Interviews/focus
groups
Same as above
What are the program’s
objectives or smart goals?
Same as above
Enlist Instructional
Services/ C&I or E&R
for Technical Support
What resources are needed
to implement the program
(e.g., budget, staff time)?
DO:
Has the project been
implemented as planned? If
not, why not?
Budget records/
technical support
Determine cost of the
initiative and the
source of funding
Project records
Interviews, Surveys,
Walk-throughs or
other observations
Put data into
spreadsheets and look
at percentages, counts,
means, etc.
What type and level of
services were provided
through the program?
Same as above
Categorize areas of
success and concern
from interviews,
surveys, etc.
How many staff and
students were to be served
and were actually served?
STUDY:
Has the project met its short
and long-term outcomes/
goals?
Enrollment/ budget,
Participation records
Within two months,
the preliminary
evaluation plan
should be drafted,
discussed, and
revised.
Determine
timeframe during
year in which data
be collected
annually to
continue study and
reflection
Who is
Responsible?
PLTs/Data
Team
PLTs
PLTs
PLTs/Leadership Team/
Admins
Year 1:
Some data should
be collected
PLTs/Leadership Team
Year 2 and
thereafter:
More formal data
collections
Data Team/
coaches,
mentors
Data Team
Leadership
team, Admins
Project records
Data inventoriesi/
indicator of learning
and behaviorii
Review information
received and recorded.
Has it met its objectives?
If not, why not?
Same as above
Determine if efforts
were well evaluated.
Are adjustments planned?
Budget
November 2015
Date Collected in
School Year
Look at cost of
program related to
effectiveness.
Year 1:
Short-term
Year 2 and
thereafter:
Intermediate and
long-term
depending on
project (see logic
model)
Data Team
PLTs
Admins
Leadership
Team
Same as above
Admin/PTLs/
Leadership
Team
Evaluation Questions
STUDY and REFLECT:
Has the project been
effective in terms of
outcomes for students?
Overall?
By NCLB subgroup?
Information
Sources
How do we
accomplish this?
Date Collected in
School Year
Who is
Responsible?
Data inventories,
indicators
Continue to add data
to spreadsheets of to
look for trends,
ranges, growth.
Create pivot tables.
Timeline specified
in logic model
Data Team
PLTs
Administration
Student Rosters,
NCLB Records of
growth, walkthroughs
For staff?
Surveys, interviews
For others?
Same as above
STUDY and REFLECT:
How did the students in the
program progress compared
to similar students not
served (overall and by
appropriate subgroups)?
Data indicators of
learning or behavior
NCLB data, student
rosters
Compared to students in
programs designed for
similar purpose?
Same as above
Compared to the district
overall?
Same as above
Compared to the nation?
Same as above
STUDY and REFLECT:
What facets of the project
are viewed as most
effective?
Teachers, parents,
students
Test results
Continue to put the
survey and interview
responses in a format
that can be easily
reviewed and studied.
Same as above
School and
parent focus
groups
reflecting on
results thus far.
Usually this occurs
in year 2 or 3 or
beyond
Data Team
PLTs
Leadership
Team
Coaches
School and
parent focus
groups
reflecting on
results thus far.
Surveys, interviews,
focus groups
Annual cycle of
data collection
Data Team
PLTs
Leadership
Team
Least effective?
Same as above
C&I and E&R
STUDY and REFLECT:
How could the project be
improved?
All sources
Look carefully at data
across data sources
Annual cycle of
data collection
E&R and Data
Team, PLTs
Administration
November 2015
Evaluation Questions
ACT:
What changes were
planned?
Were changes carried out?
Information
Sources
These must be
addressed per the
change/changes that
were to be
implemented
Project records
How do we
accomplish this?
Date Collected in
School Year
Who is
Responsible?
Make adjustments to
spreadsheets and
revise survey
information
Year 2 and beyond
Data Team
technical
assistance from
E&R, PLTs
Continue to put the
survey and interview
responses in a format
that can be easily
reviewed and studied
Look across data
sources for trends,
growth, success
i
ii
Data inventories such as formative assessments and summative assessments
Indicators such as suspensions, grades, credits, dropout, graduation rates
November 2015
Leadership
Team
Administrative
Team