EV ALU ATION PLAN SCHE DULE AND SUMM ARY TEMPLATE
PMP Toolkit Excerpt: Annex 18: Part 2 Module 9
This template includes a sample multi-year evaluation plan for a PMP and a table that can be utilized to prepare an evaluation
summary.
Sample Multi-Year Evaluation Plan for a PMP
Evaluation Plan Schedule
Evaluation
FY13
Q1
FY14
Q2
Q3
Q4
Q1
FY15
Q2
Q3
Q4
Q1
FY16
Q2
Q3
Q4
Q1
FY17
Q2
Q3
Q4
Q1
Q2
Q3
Q4
Health Performance Evaluation
Economic Growth Performance Evaluation
Education Performance Evaluation
Local Governance Impact Evaluation
Agriculture Performance Evaluation
Key
1. Design and SOW Start
2. Final SOW
3. Awarded by
4. Field Work
5. Final Report Completed
Bureau for Policy, Planning and Learning
July 2015
EVALUATION PLAN SUMMARY AND SCHEDULE TEMPLATE-1
EV ALU ATION PLAN TEMP LATE
Evaluation Plan Summary
Evaluation Title/Questions
POCs
Project/ activity/
program to be
Evaluated
P/A/P
Start/
Increased
Jan.
use of
2011/
modern
Dec.
family
2013
End
Dates
Required
(and reason
required) or
Optional
Evaluation Type
(performance or impact),
and Projected Use
Internal or
external
Estimated
Evaluation
budget
Evaluation
Start/ End
Dates
Performance; to decide
whether to exercise
option years or recompete
External
$180,000
Dec.
2012/
Example
Family Planning Project
evaluation
Speedy
Analyst
1. To what extent did the
MFP project increase
capacity of local family
planning centers?
2. Did use of modern family
planning methods increase
in target areas?
Required –
large project
Dec. 2013
planning
methods Project
Instructions: see notes on the next page.
Bureau for Policy, Planning and Learning
July 2015
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EV ALU ATION RESOURCE
Notes on Evaluation Plan Summary Fields
In all cases, if the information for a particular field is not yet known, enter TBD, but update field
as relevant decisions are made.
Field
Instructions
Evaluation
Title/Questions
Include the planned Evaluation title and any key questions that have been identified thus far. These
questions may come from the R/CDCS, a Project Design Document, or other evaluation planning if
such planning is already underway. Only include the 1-5 key questions, not detailed sub-questions.
POC
Enter the point of contact(s) for the evaluation with responsibility for ensuring the evaluation is
completed as planned. Ideally this will include one point of contact in the program office and one
point of contact in the technical office.
Project/ activity/
program to Be
Evaluated
Evaluations may focus on individual activities, projects, programs (an entire DO, for instance), or
even cross-cutting issues. Enter here what is to be evaluated. If multiple projects, activities, or
programs are to be included in the evaluation, include the name of each one that will be included.
P/A/P Start/ End
Dates
Include the start and end dates of the projects, activities, and programs that are to be evaluated. If
multiple projects, activities, and programs are included in the evaluation, include all start and end
dates.
Required (and
reason required)
or Optional
Evaluations may be required because a project has been determined to be a large project or
because it is a pilot or innovative project. A large project is one that equals or exceeds in dollar
value the mean (average) project size for each Development Objective (DO) for the USAID
Mission/Office. A pilot or innovative project is one that includes any activity within the project
involving untested hypotheses or demonstrating new approaches that are anticipated to be expanded
in scale or scope through USG foreign assistance or other funding sources. If an evaluation is
required, note here whether it is because of the large project requirement or the innovative
intervention requirement. If the evaluation is not required, but a commitment has been made to do
the evaluation, than note here that it is an optional evaluation.
Evaluation Type
(performance or
impact), and
Projected Use
Note here what type of evaluation is planned. There are two types of evaluations. Impact
evaluations measure the change in a development outcome that is attributable to a defined
intervention. Impact evaluations are based on models of cause and effect and require a credible and
rigorously defined counterfactual to control for factors other than the intervention that might account
for the observed change. Performance evaluations often incorporate before-after comparisons, but
generally lack a rigorously defined counterfactual. Performance evaluations focus on descriptive and
normative questions, such as, what a particular project or program has achieved; How it is being
implemented; How it is perceived and valued; Whether expected results are occurring; and other
questions pertinent to program design, management, and operational decision-making.
Internal or
external
Note here whether the evaluation is external or internal (and the type of internal evaluation). An
external evaluation is one in which (at minimum) the lead evaluator is an independent expert outside
of USAID, with no fiduciary relationship with the implementing partner. In most cases these will be
managed by the Program Office. USAID Mission/Office management may make exceptions under
unusual circumstances to management by the Program Office, but the exception should be
documented in an addendum to this evaluation plan and included in the PMP. An internal evaluation
is one that does not meet the standards of an external evaluation. These are generally of two types.
An implementer internal evaluation is led by an individual with a fiduciary relationship to the
implementing partner, such as an evaluation led by implementer staff or under a subcontract of the
implementer. A USAID internal evaluation is one that is led by USAID staff.
Estimated
Evaluation budget
Enter the estimated budget for the evaluation.
Evaluation
Start/End Dates
Enter the estimated start date for the evaluation (i.e., when the evaluation will be awarded) and the
estimated end date of the evaluation. Note that numerous steps must take place prior to the
estimated start date, such as development of the Statement of Work.
Bureau for Policy, Planning and Learning
July 2015
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