research project evaluation report

• How to Write Evaluation Reports: Purpose, Structure, Content, Challenges, Tips, and Examples
• Learning Center

This article explores how to write effective evaluation reports, covering their purpose, structure, content, and common challenges. It provides tips for presenting evaluation findings effectively and using evaluation reports to improve programs and policies. Examples of well-written evaluation reports and templates are also included.

Table of Contents

What is an Evaluation Report?

What is the purpose of an evaluation report, importance of evaluation reports in program management, structure of evaluation report, best practices for writing an evaluation report, common challenges in writing an evaluation report, tips for presenting evaluation findings effectively, using evaluation reports to improve programs and policies, example of evaluation report templates, conclusion: making evaluation reports work for you.

An evaluatio n report is a document that presents the findings, conclusions, and recommendations of an evaluation, which is a systematic and objective assessment of the performance, impact, and effectiveness of a program, project, policy, or intervention. The report typically includes a description of the evaluation’s purpose, scope, methodology, and data sources, as well as an analysis of the evaluation findings and conclusions, and specific recommendations for program or project improvement.

Evaluation reports can help to build capacity for monitoring and evaluation within organizations and communities, by promoting a culture of learning and continuous improvement. By providing a structured approach to evaluation and reporting, evaluation reports can help to ensure that evaluations are conducted consistently and rigorously, and that the results are communicated effectively to stakeholders.

Evaluation reports may be read by a wide variety of audiences, including persons working in government agencies, staff members working for donors and partners, students and community organisations, and development professionals working on projects or programmes that are comparable to the ones evaluated.

Related: Difference Between Evaluation Report and M&E Reports .

The purpose of an evaluation report is to provide stakeholders with a comprehensive and objective assessment of a program or project’s performance, achievements, and challenges. The report serves as a tool for decision-making, as it provides evidence-based information on the program or project’s strengths and weaknesses, and recommendations for improvement.

The main objectives of an evaluation report are:

• Accountability: To assess whether the program or project has met its objectives and delivered the intended results, and to hold stakeholders accountable for their actions and decisions.
• Learning : To identify the key lessons learned from the program or project, including best practices, challenges, and opportunities for improvement, and to apply these lessons to future programs or projects.
• Improvement : To provide recommendations for program or project improvement based on the evaluation findings and conclusions, and to support evidence-based decision-making.
• Communication : To communicate the evaluation findings and conclusions to stakeholders , including program staff, funders, policymakers, and the general public, and to promote transparency and stakeholder engagement.

An evaluation report should be clear, concise, and well-organized, and should provide stakeholders with a balanced and objective assessment of the program or project’s performance. The report should also be timely, with recommendations that are actionable and relevant to the current context. Overall, the purpose of an evaluation report is to promote accountability, learning, and improvement in program and project design and implementation.

Evaluation reports play a critical role in program management by providing valuable information about program effectiveness and efficiency. They offer insights into the extent to which programs have achieved their objectives, as well as identifying areas for improvement.

Evaluation reports help program managers and stakeholders to make informed decisions about program design, implementation, and funding. They provide evidence-based information that can be used to improve program outcomes and address challenges.

Moreover, evaluation reports are essential in demonstrating program accountability and transparency to funders, policymakers, and other stakeholders. They serve as a record of program activities and outcomes, allowing stakeholders to assess the program’s impact and sustainability.

In short, evaluation reports are a vital tool for program managers and evaluators. They provide a comprehensive picture of program performance, including strengths, weaknesses, and areas for improvement. By utilizing evaluation reports, program managers can make informed decisions to improve program outcomes and ensure that their programs are effective, efficient, and sustainable over time.

The structure of an evaluation report can vary depending on the requirements and preferences of the stakeholders, but typically it includes the following sections:

• Executive Summary : A brief summary of the evaluation findings, conclusions, and recommendations.
• Introduction: An overview of the evaluation context, scope, purpose, and methodology.
• Background: A summary of the programme or initiative that is being assessed, including its goals, activities, and intended audience(s).
• Evaluation Questions : A list of the evaluation questions that guided the data collection and analysis.
• Methodology: A description of the data collection methods used in the evaluation, including the sampling strategy, data sources, and data analysis techniques.
• Findings: A presentation of the evaluation findings, organized according to the evaluation questions.
• Conclusions : A summary of the main evaluation findings and conclusions, including an assessment of the program or project’s effectiveness, efficiency, and sustainability.
• Recommendations : A list of specific recommendations for program or project improvements based on the evaluation findings and conclusions.
• Lessons Learned : A discussion of the key lessons learned from the evaluation that could be applied to similar programs or projects in the future.
• Limitations : A discussion of the limitations of the evaluation, including any challenges or constraints encountered during the data collection and analysis.
• References: A list of references cited in the evaluation report.
• Appendices : Additional information, such as detailed data tables, graphs, or maps, that support the evaluation findings and conclusions.

The structure of the evaluation report should be clear, logical, and easy to follow, with headings and subheadings used to organize the content and facilitate navigation.

In addition, the presentation of data may be made more engaging and understandable by the use of visual aids such as graphs and charts.

Writing an effective evaluation report requires careful planning and attention to detail. Here are some best practices to consider when writing an evaluation report:

Begin by establishing the report’s purpose, objectives, and target audience. A clear understanding of these elements will help guide the report’s structure and content.

Use clear and concise language throughout the report. Avoid jargon and technical terms that may be difficult for readers to understand.

Use evidence-based findings to support your conclusions and recommendations. Ensure that the findings are clearly presented using data tables, graphs, and charts.

Provide context for the evaluation by including a brief summary of the program being evaluated, its objectives, and intended impact. This will help readers understand the report’s purpose and the findings.

Include limitations and caveats in the report to provide a balanced assessment of the program’s effectiveness. Acknowledge any data limitations or other factors that may have influenced the evaluation’s results.

Organize the report in a logical manner, using headings and subheadings to break up the content. This will make the report easier to read and understand.

Ensure that the report is well-structured and easy to navigate. Use a clear and consistent formatting style throughout the report.

Finally, use the report to make actionable recommendations that will help improve program effectiveness and efficiency. Be specific about the steps that should be taken and the resources required to implement the recommendations.

By following these best practices, you can write an evaluation report that is clear, concise, and actionable, helping program managers and stakeholders to make informed decisions that improve program outcomes.

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Writing an evaluation report can be a challenging task, even for experienced evaluators. Here are some common challenges that evaluators may encounter when writing an evaluation report:

• Data limitations: One of the biggest challenges in writing an evaluation report is dealing with data limitations. Evaluators may find that the data they collected is incomplete, inaccurate, or difficult to interpret, making it challenging to draw meaningful conclusions.
• Stakeholder disagreements: Another common challenge is stakeholder disagreements over the evaluation’s findings and recommendations. Stakeholders may have different opinions about the program’s effectiveness or the best course of action to improve program outcomes.
• Technical writing skills: Evaluators may struggle with technical writing skills, which are essential for presenting complex evaluation findings in a clear and concise manner. Writing skills are particularly important when presenting statistical data or other technical information.
• Time constraints: Evaluators may face time constraints when writing evaluation reports, particularly if the report is needed quickly or the evaluation involved a large amount of data collection and analysis.
• Communication barriers: Evaluators may encounter communication barriers when working with stakeholders who speak different languages or have different cultural backgrounds. Effective communication is essential for ensuring that the evaluation’s findings are understood and acted upon.

By being aware of these common challenges, evaluators can take steps to address them and produce evaluation reports that are clear, accurate, and actionable. This may involve developing data collection and analysis plans that account for potential data limitations, engaging stakeholders early in the evaluation process to build consensus, and investing time in developing technical writing skills.

Presenting evaluation findings effectively is essential for ensuring that program managers and stakeholders understand the evaluation’s purpose, objectives, and conclusions. Here are some tips for presenting evaluation findings effectively:

• Know your audience: Before presenting evaluation findings, ensure that you have a clear understanding of your audience’s background, interests, and expertise. This will help you tailor your presentation to their needs and interests.
• Use visuals: Visual aids such as graphs, charts, and tables can help convey evaluation findings more effectively than written reports. Use visuals to highlight key data points and trends.
• Be concise: Keep your presentation concise and to the point. Focus on the key findings and conclusions, and avoid getting bogged down in technical details.
• Tell a story: Use the evaluation findings to tell a story about the program’s impact and effectiveness. This can help engage stakeholders and make the findings more memorable.
• Provide context: Provide context for the evaluation findings by explaining the program’s objectives and intended impact. This will help stakeholders understand the significance of the findings.
• Use plain language: Use plain language that is easily understandable by your target audience. Avoid jargon and technical terms that may confuse or alienate stakeholders.
• Engage stakeholders: Engage stakeholders in the presentation by asking for their input and feedback. This can help build consensus and ensure that the evaluation findings are acted upon.

By following these tips, you can present evaluation findings in a way that engages stakeholders, highlights key findings, and ensures that the evaluation’s conclusions are acted upon to improve program outcomes.

Evaluation reports are crucial tools for program managers and policymakers to assess program effectiveness and make informed decisions about program design, implementation, and funding. By analyzing data collected during the evaluation process, evaluation reports provide evidence-based information that can be used to improve program outcomes and impact.

One of the primary ways that evaluation reports can be used to improve programs and policies is by identifying program strengths and weaknesses. By assessing program effectiveness and efficiency, evaluation reports can help identify areas where programs are succeeding and areas where improvements are needed. This information can inform program redesign and improvement efforts, leading to better program outcomes and impact.

Evaluation reports can also be used to make data-driven decisions about program design, implementation, and funding. By providing decision-makers with data-driven information, evaluation reports can help ensure that programs are designed and implemented in a way that maximizes their impact and effectiveness. This information can also be used to allocate resources more effectively, directing funding towards programs that are most effective and efficient.

Another way that evaluation reports can be used to improve programs and policies is by disseminating best practices in program design and implementation. By sharing information about what works and what doesn’t work, evaluation reports can help program managers and policymakers make informed decisions about program design and implementation, leading to better outcomes and impact.

Finally, evaluation reports can inform policy development and improvement efforts by providing evidence about the effectiveness and impact of existing policies. This information can be used to make data-driven decisions about policy development and improvement efforts, ensuring that policies are designed and implemented in a way that maximizes their impact and effectiveness.

In summary, evaluation reports are critical tools for improving programs and policies. By providing evidence-based information about program effectiveness and efficiency, evaluation reports can help program managers and policymakers make informed decisions, allocate resources more effectively, disseminate best practices, and inform policy development and improvement efforts.

There are many different templates available for creating evaluation reports. Here are some examples of template evaluation reports that can be used as a starting point for creating your own report:

• The National Science Foundation Evaluation Report Template – This template provides a structure for evaluating research projects funded by the National Science Foundation. It includes sections on project background, research questions, evaluation methodology, data analysis, and conclusions and recommendations.
• The CDC Program Evaluation Template – This template, created by the Centers for Disease Control and Prevention, provides a framework for evaluating public health programs. It includes sections on program description, evaluation questions, data sources, data analysis, and conclusions and recommendations.
• The World Bank Evaluation Report Template – This template, created by the World Bank, provides a structure for evaluating development projects. It includes sections on project background, evaluation methodology, data analysis, findings and conclusions, and recommendations.
• The European Commission Evaluation Report Template – This template provides a structure for evaluating European Union projects and programs. It includes sections on project description, evaluation objectives, evaluation methodology, findings, conclusions, and recommendations.
• The UNICEF Evaluation Report Template – This template provides a framework for evaluating UNICEF programs and projects. It includes sections on program description, evaluation questions, evaluation methodology, findings, conclusions, and recommendations.

These templates provide a structure for creating evaluation reports that are well-organized and easy to read. They can be customized to meet the specific needs of your program or project and help ensure that your evaluation report is comprehensive and includes all of the necessary components.

• World Health Organisations Reports
• Checkl ist for Assessing USAID Evaluation Reports

In conclusion, evaluation reports are essential tools for program managers and policymakers to assess program effectiveness and make informed decisions about program design, implementation, and funding. By analyzing data collected during the evaluation process, evaluation reports provide evidence-based information that can be used to improve program outcomes and impact.

To make evaluation reports work for you, it is important to plan ahead and establish clear objectives and target audiences. This will help guide the report’s structure and content and ensure that the report is tailored to the needs of its intended audience.

When writing an evaluation report, it is important to use clear and concise language, provide evidence-based findings, and offer actionable recommendations that can be used to improve program outcomes. Including context for the evaluation findings and acknowledging limitations and caveats will provide a balanced assessment of the program’s effectiveness and help build trust with stakeholders.

Presenting evaluation findings effectively requires knowing your audience, using visuals, being concise, telling a story, providing context, using plain language, and engaging stakeholders. By following these tips, you can present evaluation findings in a way that engages stakeholders, highlights key findings, and ensures that the evaluation’s conclusions are acted upon to improve program outcomes.

Finally, using evaluation reports to improve programs and policies requires identifying program strengths and weaknesses, making data-driven decisions, disseminating best practices, allocating resources effectively, and informing policy development and improvement efforts. By using evaluation reports in these ways, program managers and policymakers can ensure that their programs are effective, efficient, and sustainable over time.

Well understanding, the description of the general evaluation of report are clear with good arrangement and it help students to learn and make practices

Patrick Kapuot

Thankyou for very much for such detail information. Very comprehensively said.

hailemichael

very good explanation, thanks

Lerato qhobo

This method of monitoring and evaluation is very crucial

Thank you so much to the author(s) and contributors. It is very much helpful, I like it.

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• v.13(2); 2021 Apr

Effective Presentation of Your Evaluation Results: What, So What, Now What

Janet m. riddle.

Janet M. Riddle, MD, is Research Assistant and Professor of Medical Education, University of Illinois Chicago College of Medicine, and Associate Editor, Journal of Graduate Medical Education ( JGME )

Dorene F. Balmer

Dorene F. Balmer, PhD, is Associate Professor of Pediatrics, Perelman School of Medicine, University of Pennsylvania

Deborah Simpson

Deborah Simpson, PhD, is Director of Education, Academic Affairs Advocate Aurora Health, Adjunct Clinical Professor of Family Medicine, University of Wisconsin School of Medicine and Public Health and Medical College of Wisconsin, and Deputy Editor, JGME

The Challenge

Your program evaluation team has completed its evaluation of a comprehensive diversity, equity, and inclusion (DEI) workshop series for program residents and faculty. The workshops were designed to foster dialogue about DEI and build skillsets, including ways to address microaggressions. You are now scheduled to preview the evaluation results individually with your program director and your vice chair for DEI, and then present the full report at the next combined resident/fellow and faculty meeting. As each of these stakeholders have different perspectives and their availability to meet varies from 15 to 45 minutes, the challenge is how to approach presenting the evaluation results to each of these groups.

Rip Out Action Items

Reporting the results of a program evaluation must explicitly consider how to:

• Align the results with the original evaluation questions and stakeholders' inputs.
• Make it actionable: evaluations are conducted to inform decisions.
• Adapt report to stakeholder audience and present using multiple formats and media.
• Follow up to ascertain changes associated with evaluation.

What Is Known

Systematically designed evaluations yield information about the value of a program, project, or initiative to inform key stakeholders' decisions regarding the program (eg, continuation, revision, expansion). Typically, evaluation reports include the results of the evaluation (“What”), interpretation of results (“So What”), and recommendations for continuing and improving the educational activity (“Now What”). How evaluation findings are communicated directly influences how stakeholders understand and react to the data and ultimately their decisions. Evaluators use both comprehensive reports and targeted presentations to address stakeholders' information needs—evidence that matters to them. Targeted presentations can be as short as an “elevator pitch” or as involved as a visual abstract. 1 Using data visualizations (graphic or pictorial formats) for quantitative results (graphs, pie charts, diagrams) enables decision-makers to quickly grasp difficult concepts or identify new patterns. 2 Qualitative data can be effectively presented through word clouds, photos, and quotations.

How You Can Start TODAY

• What: Return to your evaluation questions and evaluation standards. Use the questions generated by key stakeholders to organize your presentation. Consider framing the results by levels of data (reaction, learning, behavior, results). Highlight the key findings for all groups then focus on areas by stakeholder interest. Make sure your findings are accurate and your recommendations are useful; demonstrate integrity by differentiating results from opinion.

A Visual Abstract

• Now What: Reinforce use of evaluation results. Seek to present the findings in multiple forums to reinforce messages. Identify who needs or wants to see or hear the evaluation findings. Consider existing forums, such as regularly occurring meetings (eg, residency curriculum committee, clinical competency committee, graduate medical education council) and new forums.
• So What: Make your report actionable. Make sure recommendations are relevant, useful, aligned with stakeholder values, and actionable.

What You Can Do LONG TERM

• What: Maintain an evaluation master file. Include all the various presentations and reports your team has created. Consider using your evaluation findings to populate the annual program evaluation or self-study, and sponsoring institution's documents.
• So What: Revisit your evaluation report in a year. Check the utility of your evaluation by stakeholder groups. Was there action taken based on the report? Were your recommendations followed?
• Now What: Consider disseminating your evaluation as scholarship. Your evaluation results might contribute to a larger conversation about learning in graduate medical education. Learn about how program evaluations are best presented 4 or consult with an evaluation expert.

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Research at Brown

Writing an evaluation plan.

An evaluation plan is an integral part of a grant proposal that provides information to improve a project during development and implementation.

For small projects, the Office of the Vice President for Research can help you develop a simple evaluation plan. If you are writing a proposal for larger center grant, using a professional external evaluator is recommended. We can provide recommendations of external evaluators; please contact [email protected] ; for BioMed faculty visit the BioMed Evaluation Services webpage .

Do all grant proposals require an evaluation plan?

Not all grant proposals require an evaluation plan; however, many program announcements and funding opportunities stipulate and evaluation strategy with specific milestones are important elements that should be considered. If an evaluation plan is required, it will generally be listed in the program announcement. Most often, larger, more involved grant proposals will require an evaluation plan, while a smaller, single-investigator proposals will not. If you are unsure whether your proposal requires an evaluation plan, please contact us.

It is worth noting there is a difference between evaluation and research although there are several commonalities. Most simply:

• Research generalizes; Evaluation particularizes, 
• Research is designed to prove something; Evaluation is designed to improve something
• Research provides the basis for drawing conclusions; Evaluation provides a basis for decision making
• Research--how it works; Evaluation--how well it works
• Research is about what is; Evaluation is about what is valuable

There are two types of evaluation typically requested by funders--formative and summative—and which you use is largely dictated by the purpose of the evaluation. Do you want to prove that you achieved the outcomes as intended (summative) or are you doing evaluation to monitor if you are doing what you said you would in your grant application (formative)? Or both? We can help you prepare and review both types of evaluations outlined below.

Formative or Process Evaluation does the following:

• Assesses initial and ongoing project activities
• Begins during project development and continues through implementation
• Provides new and sometimes unanticipated insights into improving the outcomes of the project
• Involves review by the principal investigator, the steering or governance committee, and either an internal or external evaluator (depending on grant requirements)

Summative or Outcomes Evaluation does the following:

• Assesses the quality and success of a project in reaching stated goals
• Presents the information collected for project activities and outcomes
• Takes place after the completion of the project
• Involves review by the principal investigator, the steering or governance committee, either an internal or external evaluator, and the program director of the funding agency
• All evaluation plans should identify both participants (those directly involved in the project) and stakeholders (those otherwise invested by credibility, control or other capital), and should include the relevant items developed in the evaluation process.

What does the evaluation process entail?

The evaluation process can be broken down into a series of steps, from preparation to implementation and interpretation.

• Develop a conceptual model of the project and identify key evaluation points. This ensures that all participants and stakeholders understand the project's structure and expected outcomes, and helps focus on the project’s most important elements.
• Create evaluation questions and define measurable outcomes. Outcomes may be divided into short-term and long-term, or defined by the more immediate number of people affected by the project versus the overall changes that might not occur until after the project’s completion.
• Develop an appropriate evaluation design. A successful evaluation both highlights the most useful information about the project’s objectives and addresses its shortcomings. In developing an evaluation design, you should first determine who will be studied and when, and then select a methodological approach and data collection instruments. The NSF-sponsored Online Evaluation Resource Library provides step-by-step instructions for developing an evaluation plan.
• Collect data.
• Analyze data and present to interested audiences.

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• Writing an evaluation report

Use this page to learn about the process of writing an evaluation report.

Writing an evaluation report helps you share key findings and recommendations with those in your organisation and the people and communities you work with. This is the next step in the evaluation cycle after our guidance on analysing and reporting on your evaluation .

A report can be used to:

• suggest changes to how you work
• communicate your value to funders
• share good practice with other organisations
• share learning with the people and communities you work with.

Once you’ve completed these parts of your project, you’ll be able to write your evaluation report:

• You have data that you've collected and analysed.
• You’ve got the software to help you design your report.
• You have an understanding of the people who'll be reading your report.
• There are helpful colleagues available to read your drafts.

Choose the right software for your report

You have several options for software. Here are some suggestions below to get you started:

The Microsoft suite

• Word has a range of icons, images and smart art you can use - it is probably the most popular choice.
• Slide documents (using PowerPoint) can be helpful for writing briefer reports. You can also create data visualisation within PowerPoint and import it to Microsoft Word if preferred.
• You can create dashboards in Excel and/or import data visualisation graphs to other Microsoft applications.

Other applications

• SurveyMonkey has a dashboard function which can be used for reporting.
• Piktochart, Tablea and Canva are all design software. They have evaluation and impact report templates available.
• If you're producing content for webpages, Google Charts and Datawrapper may prove helpful.

Consider your audience

Think about the people you're reporting to so you can tell them what they need to know. You should consider these points:

• What kind of information they need. For example, whether they need to know more about the difference you’ve made or the way in which you’ve delivered your work.
• How they'd like the information presented. For example, as a traditional evaluation report and/or data visualisation, webpages, or PowerPoint and when.
• Why they need the information and what you want them to do as a result.
• Whether there are any accessibility needs that you need to consider. For example, does the report need to work on a screen reader?

Plan your report

Having a clear structure makes your report easier to read. Before you write, plan your headings and subheadings. Most evaluation reports will include the following sections.

• Executive summary – a summary of your key findings and recommendations.
• Introduction – a brief description of what you're evaluating, the purpose of your evaluation and the methods you've used (for example, surveys and interviews).
• Findings and discussion – information on what you delivered, how you delivered it and what outcomes came out of it.
• Recommendations – actions that need to be taken to respond to the evaluation findings.

What to include in your report

Reports will vary depending on the nature of your work, but you'll probably need to include findings on the following:

• Outcomes – What outcomes have been achieved, for whom and under what circumstances. You should also report on intended outcomes.
• Activities and outputs – What has been delivered, when and to who. You should also report on how satisfied the people and communities you work with were.
• Processes – Information about how you delivered your outputs. You may need this information to explain why something worked particularly well, or why it didn’t work.

Describe and interpret your data

In your report, you should describe your data and interpret it – analysing your data before you start writing will help with this.

Describing means presenting what the data tells you. You might describe, for example, what outcomes were achieved, by whom and in what circumstances.

Interpretation moves beyond description to say what the data means – make sure you word your report clearly so the reader can tell when you're describing data and when you're interpreting it.

To help you interpret data, you could do the following.

• Make connections by looking for trends, patterns and links . For example, if two groups had very different outcomes, what factors might have led to this?
• Put data in a meaningful context . Numbers don’t speak for themselves. Is 70% good or bad? How do you know?

When you interpret your data, you could discuss the following.

• Why outcomes were achieved, or not achieved . Understanding this may help you make decisions about future service planning. Many funders will also want to know about this.
• What worked and what didn’t . Knowing about this will put you in a good position to improve your work. It may also be useful to share with partners or funders to improve practice in the sector.
• Answers to your evaluation questions . When you planned your evaluation , you may have had two or three key questions you wanted it to answer. For example, you may have wanted to know whether your service works equally well for all groups.

Choose how to present your data

A common mistake is to try to present all your data, rather than focusing on what’s most important. It helps to narrow down to what people reading your report need to know.

It’s also important to think about how you'll present your information. You could consider the following points.

Which key numbers do your audience need to know?

• Decide whether to report using percentages, averages or other statistics.
• Think about whether you need to compare numerical data for different groups. You may want to look at whether men were more likely to experience outcomes than women, for instance.
• Read our guide on analysing quantitative data .

Which quotations will help you illustrate your themes?

• Choose quotations that bring your outcomes to life. Don’t choose too many or they'll distract the reader from the point you want to make.
• Have a mixture of typical responses and those that don’t fit easily into your categories.
• Read our guide on analysing qualitative data .

What visual aids will you use?

• Diagrams, graphs or charts should be used to highlight the most important information, rather than information which is less relevant.
• It’s very easy for diagrams to mislead your audience. Here are some examples of misleading charts . If you think a diagram might be misleading, it’s better to leave it out.

As far as possible, present data that has been analysed or summarised rather than raw data, to make it as easy as possible for the reader to follow.

Check anonymity and consent

When you collected your data, respondents will have said whether they wanted to remain anonymous (most do) and whether you should check with them before using a quote or case study in your report. Make sure you do any checking with plenty of time before you need to complete the report.

Depending on the size of your sample and how easy it is to identify individuals, you may have to do more than just change the name to make someone anonymous.

You might have to change their age or other identifying details, or remove references to anything that would allow people to identify them as an individual.

Write accurately and clearly

It’s important to write accurately and clearly so that your report can be easily understood and is not misleading.

Be transparent

Being transparent means being open about what you can and can’t say, and clear about how you reached your conclusions and about the limitations of your data. 

Just as it's important to minimise bias when collecting or analysing data, it's equally important to minimise bias when reporting.

• Avoid overclaiming your role in making a difference . Your work may not be solely responsible for the outcomes that have occurred for individuals or organisations you've worked with. Remember to report on evidence of any other contributing factors. For example, support received from other organisations or other sources.
• Choose case studies carefully . Evaluation case studies are not the same as marketing case studies. They should illustrate your learning points, not just the very best of what you do. You won't have a representative group of case studies, but as far as possible, choose case studies – and quotations – that reflect the full range of responses you had.
• Explore alternative interpretations or causal links . Sometimes, data is ambiguous and there could be more than one interpretation. All of us are prone to 'confirmation bias' – paying more attention to data that fits our existing beliefs. It's important to look for and talk about reasonable alternative interpretations or explanations of your data.
• Be clear about the limitations of your data . If there was a group you weren't able to hear from, or your sample over- or under-represents a particular group, say so.
• Be open about your sample size . In general, the smaller your sample, the less able you're to make generalisations about everyone in your target group.
• Report negative findings . If the data shows something isn't working or an outcome hasn't been achieved, don’t ignore it. Reporting negative findings will help your audience to use the evaluation to learn and improve.

Use precise language

Evaluation reports need to be as clear and precise as possible in their wording. Be especially careful about using the word 'proof' or 'prove'.

To prove something requires 100% certainty, which you are very unlikely to have. 'Indicates', 'demonstrates', 'shows', 'suggests' or 'is evidence for' are useful alternative phrases.

Make your report easy to read

Subheadings will make your report clear for your readers. Looking back at your evaluation framework or theory of change can help you think of ideas for subheadings.

It often makes sense to have a subheading for each intended outcome.

Sometimes you'll have collected data about the same outcome from a range of different sources such as questionnaires, interviews, observation or secondary data.

When you analysed your data, you probably looked at each source separately.

In your report, it usually makes sense to write about all the data relating to each outcome together (rather than having separate sections on data from different sources).

Keep your language simple and straightforward. Remember to explain any terminology that might be unfamiliar to your audience.

Develop your recommendations

Your recommendations are likely to be one of the most important parts of your report. Good recommendations will make your evaluation findings more likely to be used.

Recommendations are more likely to be put in place if the following factors are considered.

• Supported by evidence – Be clear about how the recommendations build on the key findings. It can help to structure the recommendations in the same order as the main findings to help readers understand the evidence base for each.
• Specific – Say exactly what action needs to be taken and when within the control of the evaluation.
• Users  – Make sure individuals or groups have the authority and capability to take forward what you’re suggesting.
• Realistic and achievable  – Recommendations should be feasible. You can categorise them by which ones are easy to implement and which are less so. More ‘difficult’ recommendations might need budget or staff changes. These should still be stated, as well as the impact of it.
• Prioritised  – It’s helpful to show some priorities for action. You could, for example, split your recommendations into ‘essential’ versus ‘optional’ or ‘for consideration’ versus ‘for action’. Make sure the number of recommendations you include is achievable.

Involve people in the reporting process

You can involve other internal staff and the poeple and communities you work with at several points. For example, you could share your report drafts and ask them to help you refine the conclusions.

This 'co-production' of findings can be valuable and provide interpretations you may not have thought about.

You can also co-produce recommendations by sharing the findings with those you work with and asking them to suggest and prioritise recommendations.

If you do this, take care to guide people to base their recommendations on the evidence, and not their own interests or preoccupations.

Finishing the report

Allow time for a couple of report drafts and make sure there are people available to review the report for you. It's good to have someone look at it with ‘fresh eyes’.

If the report is being widely shared, you could have someone from outside your sector review the draft to make sure it's clear for external audiences.

To complete the report, leave time for proofreading and editing, checking references, and design and print if needed.

You might include your data collection tools in appendices – this could help other organisations working in your field to improve their evaluation.

Once you’ve completed your report, read our guidance on using your findings to improve your work .

Need information and guidance? We're here to help.

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Last reviewed: 18 September 2023

Analysis and reporting

• Analysing quantitative data for evaluation
• Analysing qualitative data for evaluation

This page was last reviewed for accuracy on 18 September 2023

Reporting and data visualisation

Take a look at this example of reporting and data visualisation

Our evaluation training

See what training courses we have to support you in your evaluation work

Impact round-up: March 2024

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Impact round-up: Summer 2023

Senior consultant, Sandy Chidley, runs through some recent work on ethical evaluation and shares useful evaluation events and training opportunities

Impact round-up: Spring 2023

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Final reports

Evaluation reports can be read by many different audiences, ranging from individuals in government departments, donor and partner staff, development professionals working with similar projects or programmes, students and community groups. 

Regardless of who the target audience is, ensure that your report is readable, straight to the point, and uses a writing style that promotes understanding. Cut down on theoretical and methodological descriptions that make it difficult for your readers to find the answers to their questions. 

A good evaluation report contains these basic components:

• An executive summary containing a condensed version of the most important aspects of the evaluation (see previous point).
• A summary of the evaluation’s focus, with a discussion of the purpose, objectives and questions used to direct the evaluation.
• A summary of the evaluation plan.
• A discussion of the findings of the evaluation, with complete statistical and case study analysis.
• A discussion of the evaluation’s conclusions and recommendations.
• Any additional information required, such as terminology, details of who was involved in the evaluation, etc. in an appendix.

Example table of contents from a final report

• Executive Summary
• Introduction
• Description of the project
• Evaluation purpose and Methodology – context of evaluation, questions, team, limitations…)
• Findings, Conclusions and Recommendations
• Lessons Learned
• Appendices:      
• Terms of Reference
• Evaluation design and methodology – more complete overview than in the introduction
• List of persons interviewed
• List of documents review

Advice for using this method

Consider presenting positive findings first and then listing the negative findings. Use terms such as “accomplishments,” “success,” or “on target” for positive findings and then “making progress,” “needs improvement,” or “things to work on” for less-than-positive findings (from Torres et al., 2005).

This online guide to creating final evaluation reports provides a setp-by-step approach to developing a final report.

This checklist from Stephanie Evergreen distills the best practices in graphic design and has been particularly created for use on evaluation reports.

This checklist was developed by drawing upon and reflecting on The Program Evaluation Standards which were created for the Joint Committee on Standards for Educational Evaluation, 1994.  

Oxfam GB Evaluation Guidelines (accessed 2012-05-08): http://policy-practice.oxfam.org.uk/~/media/Files/policy_and_practice/methods_approaches/monitoring_evaluation/ogb_evaluation_guidelines.ashx

Stetson, Valerie. (2008). Communicating and reporting on an evaluation: Guidelines and Tools. Catholic Relief Services and American Red Cross, Baltimore and Washington, USA. Download: http://www.crsprogramquality.org/storage/pubs/me/MEmodule_communicating.pdf

Torres, Rosalie T., Hallie Preskill and Mary E. Piontek. (2005). Evaluation Strategies for Communicating and Reporting: Enhancing Learning in Organizations (Second Edition). University of Mexico.

USAID. (2010). Constructing an evaluation report. Retrieved from https://pdf.usaid.gov/pdf_docs/pnadw117.pdf

Expand to view all resources related to 'Final reports'

• Evaluation report layout checklist
• Evaluation reporting: A guide to help ensure use of evaluation findings
• How to manage an evaluation and disseminate its results
• Quick tips for planning evaluation reports
• WHO evaluation practice handbook

'Final reports' is referenced in:

• 52 weeks of BetterEvaluation: Week 13: Evaluation on a shoestring

Framework/Guide

• Rainbow Framework :  Develop reporting media

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Evaluating research projects.

These Guidelines are neither a handbook on evaluation, nor a manual on how to evaluate, but a guide for the development, adaptation, or assessment of evaluation methods. They are a reference and a guide of good practice about building a specific guide for evaluating a given situation.

This page's content, needless to remind, is aimed at the authors of a specific guide : in the present case a guide for evaluating research projects. The specific guide's authors will pick from this material what is relevant for their needs and situation.

Objectives of evaluating research projects

The two most common situations faced by evaluators of development research projects are ex ante evaluations and ex post evaluations. In a few cases an intermediate evaluation may be performed, also sometimes called a "mid-term" evaluation. The formulation of the objectives in the specific guide will obviously depend on the situation, on the needs of the stakeholders , but also on the researcher's environment and on ethical considerations .

Ex ante evaluation refers to the evaluation of a project proposal, for example for deciding whether or not to finance it, or to provide scientific support.

Ex post evaluation is conducted after a research is completed, again for a variety of reasons such as deciding to publish or to apply the results, to grant an award or a fellowship to the author(s), or to build a new research along a similar line.

An intermediate evaluation is aimed basically at helping to decide to go on, or to reorient the course of the research.

Such objectives are examined in detail below, in the pages on evaluation of research projects ex ante and on evaluation of projects ex post . A final section deals briefly with intermediate evaluation.

Importance of project evaluation

Evaluating research projects is a fundamental dimension in the evaluation of development research, for basically two reasons:

• many of our evaluation concepts and practices are derived from our experience with research projects,
• evaluation of projects is essential for achieving our long term goal of maintaining and improving the quality of development research - and particularly of strengthening research capacity .

Dimensions of the evaluation of development research projects

Scientific quality is a basic requirement for all scientific research projects, and the role of publications is here determinant. Such is obviously the case of ex post evaluation, but publications are also necessary in the case of ex ante situations, where the evaluator needs to trust to a certain extent the proposal's authors, and will largely take into account their past publications.

For more details see the page on evaluation of scientific publications and the annexes on scientific quality and on valorisation .

While scientific quality is a necessary dimension in each evaluation of a development research project, it is not sufficient. An equally indispensable dimension is relevance to development.

Other dimensions will be justified by the context, the evaluation's objectives, the evaluation sponsor's requirements, etc.

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Free Project Evaluation Templates

By Kate Eby | March 11, 2022

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We’ve compiled a collection of the most effective, free project evaluation templates for project managers, product managers, project sponsors, team members, and other stakeholders. 

Included on this page, you’ll find a simple project evaluation template , a project evaluation checklist template , a project evaluation report template , a project evaluation presentation template , and an IT project evaluation template , as well as a list of project evaluation template components .

Project Evaluation Template

Download Project Evaluation Template Microsoft Excel | Microsoft Word | Adobe PDF | Google Docs

Use this simple project evaluation template to ensure that you’ve completed all project requirements and addressed all outstanding issues. The template includes sections to detail the project overview, project highlights, project challenges, post-project tasks, lessons learned, human factors, and additional comments. Project managers and project sponsors can also use the Project Close Acceptance section to obtain approval signatures.

Project Performance Evaluation Template

Download Project Performance Evaluation Template  Microsoft Excel | Microsoft Word | Adobe PDF

Use this project performance evaluation template to facilitate a productive project post-mortem  with your team. The template includes space for you to set a post-project meeting date and time, designate a facilitator, and make a list of attendees. 

This tool also includes sections for you to document the criteria for meeting objectives, team discussions (e.g., “Did we get our desired results?” or “What went well?”), and any action items concerning future projects. Use the Wrap Up section to recap the meeting and thank the team members for their participation. 

To perform more effectively when evaluating your projects, read this guide on the five phases of project management .

Project Evaluation Report Template

Download Project Evaluation Report Template Microsoft Word | Adobe PDF | Google Docs

Designed specifically for recording and communicating project results, this project evaluation report template enables you to share the details of your project retrospective in a highly structured format. The template includes sections for you to list the details of your post-project overview, project highlights, project challenges, future considerations, and lessons learned. The template also includes space for team members to note how they can improve their team efforts on future projects.

Pilot Project Evaluation Template

Download Pilot Project Evaluation Template Microsoft Excel | Google Sheets  

Use this comprehensive pilot project evaluation template to ensure that your pilot project meets requirements and anticipates risks. This template prompts you to enter the project name, participants, anticipated failures, and any potential risks. Then, formulate steps to respond to the risks you identify and assign action items to ensure the success of your release.

Project Monitoring and Evaluation Plan Template

Download Project Monitoring and Evaluation Plan Template Microsoft Excel | Adobe PDF | Google Sheets

Use key performance indicators (KPIs) to quantify and assess your project’s specific objectives and keep your venture on track. In the Key Metric column, enter the name of each KPI (e.g., output indicator). Then, for each KPI, list the person responsible and monthly vs. actual goals, and the template will display the difference between the two, as well as a comparison of this and the previous period’s performances. 

To learn more, visit our guide to project planning solutions and tools .

Project Evaluation Incident Matrix Template

Download Project Evaluation Incident Matrix Template Microsoft Excel | Google Sheets

Use this incident priority matrix template to track all project-related incidents to guarantee successful project execution. The template includes three columns to help you categorize your project’s incidents: a color-coded Impact column to describe the severity level of each incident ; an Urgency column for you to identify the urgency level of each incident; and a Priority column to prioritize each project incident. 

The template also enables you to specify the department or location of the project incident and describe any warnings regarding high-severity issues, to ensure that you address and remedy them quickly.

Project Team Evaluation Template

Download Project Team Evaluation Template Microsoft Excel | Microsoft Word | Adobe PDF

Use this project team evaluation template to survey your team members on how well they thought you defined and communicated the project plan and goals, whether they felt the expectations were realistic, and how well they worked together and with the client. The template prompts team members to rate their level of agreement with each statement, and to offer additional comments in the final section.

IT Project Evaluation Template

Download IT Project Evaluation Template Microsoft Word | Adobe PDF | Google Docs

Whether you’re safeguarding data, troubleshooting hardware or software problems, or building, maintaining, and servicing networks, you need a failsafe system for evaluating your IT efforts. This IT project evaluation template prompts IT groups to assess the quality of their project delivery by enumerating the criteria for success, listing project highlights and challenges, and recording post-project lessons learned.

Check out this comprehensive article on vendor assessment and evaluation for more helpful information on evaluating project vendors

Project Evaluation Questions Template

Download Project Evaluation Questions Template Microsoft Excel | Microsoft Word | Adobe PDF

Use this project evaluation questions template to evaluate your completed projects. This survey allows all project team members to appraise the project’s achievements and challenges, and includes a rating system for assessing each project component. It also includes ample space for team members to convey what went well on the project, what was most frustrating and satisfying, and which particular issues they would like to discuss further.

Sample Project Evaluation Template

Download Sample Project Evaluation Template Microsoft Word | Adobe PDF | Google Docs

This sample project evaluation template includes example text to guide you and your team through the post-project appraisal process. First, the template prompts you to describe the project overview (e.g., “What were the original goals and objectives of the project?” and “What were the original criteria for project success?”). It then asks you to list project highlights and challenges (e.g., “What elements of the project went well/wrong?” and “What specific processes need improvement?”), and to create a list of post-project tasks to ensure that you and your team show improvement on future projects.

Project Evaluation Checklist Template

Download Project Evaluation Checklist Template Microsoft Excel | Microsoft Word | Adobe PDF

Use this dynamic project evaluation checklist template to ensure that you optimize the lessons learned on your most recent project. The template walks you through the process of confirming that you have accounted for and scheduled all post-project tasks appropriately. The Completed ? column allows you to keep tabs on completed or to-do items, and also helps you determine your plan of action once you’ve completed your post-project assessment.

Project Evaluation Presentation Template

Download Project Evaluation Presentation Template  Microsoft PowerPoint | Google Slides  

Project managers, product managers, Scrum masters, project sponsors, and other team members can use this presentation-friendly project evaluation presentation template to share a project’s successes and lessons learned, and to locate room for improvement on successive projects. 

The template enables you to upload your logo, compare your project’s performance with its initial goals, and evaluate the quality of individual performances.  It also prompts you to assess your project plan and gather details about what went well, areas for improvement, and any big-picture takeaways you can use to refine future projects.

What Is a Project Evaluation Template?

A project evaluation template is a fillable form that provides you with a framework for retroactively and proactively assessing your project’s effectiveness. Use the form to capture your project’s highlights, challenges, lessons learned, and post-project tasks. 

It’s crucial to have a method in place for assessing the effectiveness of your projects, so you can ensure that you’ve met the project deliverables, outlined the post-project tasks, and enumerated lessons learned. By following this process, you can deliver future projects successfully. Without having this evaluative structure in place, you risk losing valuable time, siloing teams, and implementing nothing but one-off projects. 

By using a project evaluation template, you can increase your productivity, proactivity, and project success rate. 

You can modify project evaluation templates to meet your specific project’s needs. Though project evaluation templates may vary, they typically include the following components:

• Project Title: Enter the name of the project you are evaluating. 
• Project Overview: Provide a high-level overview of the project’s original goals and objectives, criteria for success, and a comparison of the planned expectations vs. actual execution.  
• Project Highlights: List project highlights, including major accomplishments, what went well, what could use improvement, and what would work for future projects.  
• Project Challenges: Capture the project’s challenges, including areas for improvement, key problem areas, and any technical challenges.  
• Post-Project Tasks: Write down any post-project tasks that you should perform in order to improve the project or ensure that you’ve accounted for all the objectives.  
• Lessons Learned: List the lessons learned, including what you discovered during the planning, execution, and delivery phases. 

Additionally, some project evaluation templates frequently include the following post-project evaluative components: 

• Moderator: If you have a post-project discussion about the project, enter the name of the meeting’s moderator.  
• Date Prepared: Set the date for the project meeting or for the delivery of the project-evaluation report. 
• Participants: Enter the names of the team members who are attending the post-project evaluation. 
• Future Considerations: Based on lessons learned from the launch of this particular project, write down things to consider regarding future projects. 
• Action Plan: Provide an action plan (or a list of action items) that identifies the project deliverables and any outstanding tasks. 
• Key Performance Indicators: List any KPIs that you used, or plan to use, to evaluate the project’s success (e.g., output KPIs, input KPIs, process KPIs, qualitative KPIs, etc.).
• Key Takeaways: Write a summary of the project’s key takeaways and how they relate to the success of future projects.

Improve Collaboration and Increase Work Velocity with Project Evaluation Templates from Smartsheet

From simple task management and project planning to complex resource and portfolio management, Smartsheet helps you improve collaboration and increase work velocity -- empowering you to get more done. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

Discover a better way to streamline workflows and eliminate silos for good.

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Home Market Research

Evaluation Research: Definition, Methods and Examples

Content Index

• What is evaluation research
• Why do evaluation research

Quantitative methods

Qualitative methods.

• Process evaluation research question examples
• Outcome evaluation research question examples

What is evaluation research?

Evaluation research, also known as program evaluation, refers to research purpose instead of a specific method. Evaluation research is the systematic assessment of the worth or merit of time, money, effort and resources spent in order to achieve a goal.

Evaluation research is closely related to but slightly different from more conventional social research . It uses many of the same methods used in traditional social research, but because it takes place within an organizational context, it requires team skills, interpersonal skills, management skills, political smartness, and other research skills that social research does not need much. Evaluation research also requires one to keep in mind the interests of the stakeholders.

Evaluation research is a type of applied research, and so it is intended to have some real-world effect.  Many methods like surveys and experiments can be used to do evaluation research. The process of evaluation research consisting of data analysis and reporting is a rigorous, systematic process that involves collecting data about organizations, processes, projects, services, and/or resources. Evaluation research enhances knowledge and decision-making, and leads to practical applications.

LEARN ABOUT: Action Research

Why do evaluation research?

The common goal of most evaluations is to extract meaningful information from the audience and provide valuable insights to evaluators such as sponsors, donors, client-groups, administrators, staff, and other relevant constituencies. Most often, feedback is perceived value as useful if it helps in decision-making. However, evaluation research does not always create an impact that can be applied anywhere else, sometimes they fail to influence short-term decisions. It is also equally true that initially, it might seem to not have any influence, but can have a delayed impact when the situation is more favorable. In spite of this, there is a general agreement that the major goal of evaluation research should be to improve decision-making through the systematic utilization of measurable feedback.

Below are some of the benefits of evaluation research

• Gain insights about a project or program and its operations

Evaluation Research lets you understand what works and what doesn’t, where we were, where we are and where we are headed towards. You can find out the areas of improvement and identify strengths. So, it will help you to figure out what do you need to focus more on and if there are any threats to your business. You can also find out if there are currently hidden sectors in the market that are yet untapped.

• Improve practice

It is essential to gauge your past performance and understand what went wrong in order to deliver better services to your customers. Unless it is a two-way communication, there is no way to improve on what you have to offer. Evaluation research gives an opportunity to your employees and customers to express how they feel and if there’s anything they would like to change. It also lets you modify or adopt a practice such that it increases the chances of success.

• Assess the effects

After evaluating the efforts, you can see how well you are meeting objectives and targets. Evaluations let you measure if the intended benefits are really reaching the targeted audience and if yes, then how effectively.

• Build capacity

Evaluations help you to analyze the demand pattern and predict if you will need more funds, upgrade skills and improve the efficiency of operations. It lets you find the gaps in the production to delivery chain and possible ways to fill them.

Methods of evaluation research

All market research methods involve collecting and analyzing the data, making decisions about the validity of the information and deriving relevant inferences from it. Evaluation research comprises of planning, conducting and analyzing the results which include the use of data collection techniques and applying statistical methods.

Some of the evaluation methods which are quite popular are input measurement, output or performance measurement, impact or outcomes assessment, quality assessment, process evaluation, benchmarking, standards, cost analysis, organizational effectiveness, program evaluation methods, and LIS-centered methods. There are also a few types of evaluations that do not always result in a meaningful assessment such as descriptive studies, formative evaluations, and implementation analysis. Evaluation research is more about information-processing and feedback functions of evaluation.

These methods can be broadly classified as quantitative and qualitative methods.

The outcome of the quantitative research methods is an answer to the questions below and is used to measure anything tangible.

• Who was involved?
• What were the outcomes?
• What was the price?

The best way to collect quantitative data is through surveys , questionnaires , and polls . You can also create pre-tests and post-tests, review existing documents and databases or gather clinical data.

Surveys are used to gather opinions, feedback or ideas of your employees or customers and consist of various question types . They can be conducted by a person face-to-face or by telephone, by mail, or online. Online surveys do not require the intervention of any human and are far more efficient and practical. You can see the survey results on dashboard of research tools and dig deeper using filter criteria based on various factors such as age, gender, location, etc. You can also keep survey logic such as branching, quotas, chain survey, looping, etc in the survey questions and reduce the time to both create and respond to the donor survey . You can also generate a number of reports that involve statistical formulae and present data that can be readily absorbed in the meetings. To learn more about how research tool works and whether it is suitable for you, sign up for a free account now.

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Quantitative data measure the depth and breadth of an initiative, for instance, the number of people who participated in the non-profit event, the number of people who enrolled for a new course at the university. Quantitative data collected before and after a program can show its results and impact.

The accuracy of quantitative data to be used for evaluation research depends on how well the sample represents the population, the ease of analysis, and their consistency. Quantitative methods can fail if the questions are not framed correctly and not distributed to the right audience. Also, quantitative data do not provide an understanding of the context and may not be apt for complex issues.

Learn more: Quantitative Market Research: The Complete Guide

Qualitative research methods are used where quantitative methods cannot solve the research problem , i.e. they are used to measure intangible values. They answer questions such as

• What is the value added?
• How satisfied are you with our service?
• How likely are you to recommend us to your friends?
• What will improve your experience?

LEARN ABOUT: Qualitative Interview

Qualitative data is collected through observation, interviews, case studies, and focus groups. The steps for creating a qualitative study involve examining, comparing and contrasting, and understanding patterns. Analysts conclude after identification of themes, clustering similar data, and finally reducing to points that make sense.

Observations may help explain behaviors as well as the social context that is generally not discovered by quantitative methods. Observations of behavior and body language can be done by watching a participant, recording audio or video. Structured interviews can be conducted with people alone or in a group under controlled conditions, or they may be asked open-ended qualitative research questions . Qualitative research methods are also used to understand a person’s perceptions and motivations.

LEARN ABOUT:  Social Communication Questionnaire

The strength of this method is that group discussion can provide ideas and stimulate memories with topics cascading as discussion occurs. The accuracy of qualitative data depends on how well contextual data explains complex issues and complements quantitative data. It helps get the answer of “why” and “how”, after getting an answer to “what”. The limitations of qualitative data for evaluation research are that they are subjective, time-consuming, costly and difficult to analyze and interpret.

Learn more: Qualitative Market Research: The Complete Guide

Survey software can be used for both the evaluation research methods. You can use above sample questions for evaluation research and send a survey in minutes using research software. Using a tool for research simplifies the process right from creating a survey, importing contacts, distributing the survey and generating reports that aid in research.

Examples of evaluation research

Evaluation research questions lay the foundation of a successful evaluation. They define the topics that will be evaluated. Keeping evaluation questions ready not only saves time and money, but also makes it easier to decide what data to collect, how to analyze it, and how to report it.

Evaluation research questions must be developed and agreed on in the planning stage, however, ready-made research templates can also be used.

Process evaluation research question examples:

• How often do you use our product in a day?
• Were approvals taken from all stakeholders?
• Can you report the issue from the system?
• Can you submit the feedback from the system?
• Was each task done as per the standard operating procedure?
• What were the barriers to the implementation of each task?
• Were any improvement areas discovered?

Outcome evaluation research question examples:

• How satisfied are you with our product?
• Did the program produce intended outcomes?
• What were the unintended outcomes?
• Has the program increased the knowledge of participants?
• Were the participants of the program employable before the course started?
• Do participants of the program have the skills to find a job after the course ended?
• Is the knowledge of participants better compared to those who did not participate in the program?

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Home » Evaluating Research – Process, Examples and Methods

Evaluating Research – Process, Examples and Methods

Table of Contents

Evaluating Research

Definition:

Evaluating Research refers to the process of assessing the quality, credibility, and relevance of a research study or project. This involves examining the methods, data, and results of the research in order to determine its validity, reliability, and usefulness. Evaluating research can be done by both experts and non-experts in the field, and involves critical thinking, analysis, and interpretation of the research findings.

Research Evaluating Process

The process of evaluating research typically involves the following steps:

Identify the Research Question

The first step in evaluating research is to identify the research question or problem that the study is addressing. This will help you to determine whether the study is relevant to your needs.

Assess the Study Design

The study design refers to the methodology used to conduct the research. You should assess whether the study design is appropriate for the research question and whether it is likely to produce reliable and valid results.

Evaluate the Sample

The sample refers to the group of participants or subjects who are included in the study. You should evaluate whether the sample size is adequate and whether the participants are representative of the population under study.

Review the Data Collection Methods

You should review the data collection methods used in the study to ensure that they are valid and reliable. This includes assessing the measures used to collect data and the procedures used to collect data.

Examine the Statistical Analysis

Statistical analysis refers to the methods used to analyze the data. You should examine whether the statistical analysis is appropriate for the research question and whether it is likely to produce valid and reliable results.

Assess the Conclusions

You should evaluate whether the data support the conclusions drawn from the study and whether they are relevant to the research question.

Consider the Limitations

Finally, you should consider the limitations of the study, including any potential biases or confounding factors that may have influenced the results.

Evaluating Research Methods

Evaluating Research Methods are as follows:

• Peer review: Peer review is a process where experts in the field review a study before it is published. This helps ensure that the study is accurate, valid, and relevant to the field.
• Critical appraisal : Critical appraisal involves systematically evaluating a study based on specific criteria. This helps assess the quality of the study and the reliability of the findings.
• Replication : Replication involves repeating a study to test the validity and reliability of the findings. This can help identify any errors or biases in the original study.
• Meta-analysis : Meta-analysis is a statistical method that combines the results of multiple studies to provide a more comprehensive understanding of a particular topic. This can help identify patterns or inconsistencies across studies.
• Consultation with experts : Consulting with experts in the field can provide valuable insights into the quality and relevance of a study. Experts can also help identify potential limitations or biases in the study.
• Review of funding sources: Examining the funding sources of a study can help identify any potential conflicts of interest or biases that may have influenced the study design or interpretation of results.

Example of Evaluating Research

Example of Evaluating Research sample for students:

Title of the Study: The Effects of Social Media Use on Mental Health among College Students

Sample Size: 500 college students

Sampling Technique : Convenience sampling

• Sample Size: The sample size of 500 college students is a moderate sample size, which could be considered representative of the college student population. However, it would be more representative if the sample size was larger, or if a random sampling technique was used.
• Sampling Technique : Convenience sampling is a non-probability sampling technique, which means that the sample may not be representative of the population. This technique may introduce bias into the study since the participants are self-selected and may not be representative of the entire college student population. Therefore, the results of this study may not be generalizable to other populations.
• Participant Characteristics: The study does not provide any information about the demographic characteristics of the participants, such as age, gender, race, or socioeconomic status. This information is important because social media use and mental health may vary among different demographic groups.
• Data Collection Method: The study used a self-administered survey to collect data. Self-administered surveys may be subject to response bias and may not accurately reflect participants’ actual behaviors and experiences.
• Data Analysis: The study used descriptive statistics and regression analysis to analyze the data. Descriptive statistics provide a summary of the data, while regression analysis is used to examine the relationship between two or more variables. However, the study did not provide information about the statistical significance of the results or the effect sizes.

Overall, while the study provides some insights into the relationship between social media use and mental health among college students, the use of a convenience sampling technique and the lack of information about participant characteristics limit the generalizability of the findings. In addition, the use of self-administered surveys may introduce bias into the study, and the lack of information about the statistical significance of the results limits the interpretation of the findings.

Note*: Above mentioned example is just a sample for students. Do not copy and paste directly into your assignment. Kindly do your own research for academic purposes.

Applications of Evaluating Research

Here are some of the applications of evaluating research:

• Identifying reliable sources : By evaluating research, researchers, students, and other professionals can identify the most reliable sources of information to use in their work. They can determine the quality of research studies, including the methodology, sample size, data analysis, and conclusions.
• Validating findings: Evaluating research can help to validate findings from previous studies. By examining the methodology and results of a study, researchers can determine if the findings are reliable and if they can be used to inform future research.
• Identifying knowledge gaps: Evaluating research can also help to identify gaps in current knowledge. By examining the existing literature on a topic, researchers can determine areas where more research is needed, and they can design studies to address these gaps.
• Improving research quality : Evaluating research can help to improve the quality of future research. By examining the strengths and weaknesses of previous studies, researchers can design better studies and avoid common pitfalls.
• Informing policy and decision-making : Evaluating research is crucial in informing policy and decision-making in many fields. By examining the evidence base for a particular issue, policymakers can make informed decisions that are supported by the best available evidence.
• Enhancing education : Evaluating research is essential in enhancing education. Educators can use research findings to improve teaching methods, curriculum development, and student outcomes.

Purpose of Evaluating Research

Here are some of the key purposes of evaluating research:

• Determine the reliability and validity of research findings : By evaluating research, researchers can determine the quality of the study design, data collection, and analysis. They can determine whether the findings are reliable, valid, and generalizable to other populations.
• Identify the strengths and weaknesses of research studies: Evaluating research helps to identify the strengths and weaknesses of research studies, including potential biases, confounding factors, and limitations. This information can help researchers to design better studies in the future.
• Inform evidence-based decision-making: Evaluating research is crucial in informing evidence-based decision-making in many fields, including healthcare, education, and public policy. Policymakers, educators, and clinicians rely on research evidence to make informed decisions.
• Identify research gaps : By evaluating research, researchers can identify gaps in the existing literature and design studies to address these gaps. This process can help to advance knowledge and improve the quality of research in a particular field.
• Ensure research ethics and integrity : Evaluating research helps to ensure that research studies are conducted ethically and with integrity. Researchers must adhere to ethical guidelines to protect the welfare and rights of study participants and to maintain the trust of the public.

Characteristics Evaluating Research

Characteristics Evaluating Research are as follows:

• Research question/hypothesis: A good research question or hypothesis should be clear, concise, and well-defined. It should address a significant problem or issue in the field and be grounded in relevant theory or prior research.
• Study design: The research design should be appropriate for answering the research question and be clearly described in the study. The study design should also minimize bias and confounding variables.
• Sampling : The sample should be representative of the population of interest and the sampling method should be appropriate for the research question and study design.
• Data collection : The data collection methods should be reliable and valid, and the data should be accurately recorded and analyzed.
• Results : The results should be presented clearly and accurately, and the statistical analysis should be appropriate for the research question and study design.
• Interpretation of results : The interpretation of the results should be based on the data and not influenced by personal biases or preconceptions.
• Generalizability: The study findings should be generalizable to the population of interest and relevant to other settings or contexts.
• Contribution to the field : The study should make a significant contribution to the field and advance our understanding of the research question or issue.

Advantages of Evaluating Research

Evaluating research has several advantages, including:

• Ensuring accuracy and validity : By evaluating research, we can ensure that the research is accurate, valid, and reliable. This ensures that the findings are trustworthy and can be used to inform decision-making.
• Identifying gaps in knowledge : Evaluating research can help identify gaps in knowledge and areas where further research is needed. This can guide future research and help build a stronger evidence base.
• Promoting critical thinking: Evaluating research requires critical thinking skills, which can be applied in other areas of life. By evaluating research, individuals can develop their critical thinking skills and become more discerning consumers of information.
• Improving the quality of research : Evaluating research can help improve the quality of research by identifying areas where improvements can be made. This can lead to more rigorous research methods and better-quality research.
• Informing decision-making: By evaluating research, we can make informed decisions based on the evidence. This is particularly important in fields such as medicine and public health, where decisions can have significant consequences.
• Advancing the field : Evaluating research can help advance the field by identifying new research questions and areas of inquiry. This can lead to the development of new theories and the refinement of existing ones.

Limitations of Evaluating Research

Limitations of Evaluating Research are as follows:

• Time-consuming: Evaluating research can be time-consuming, particularly if the study is complex or requires specialized knowledge. This can be a barrier for individuals who are not experts in the field or who have limited time.
• Subjectivity : Evaluating research can be subjective, as different individuals may have different interpretations of the same study. This can lead to inconsistencies in the evaluation process and make it difficult to compare studies.
• Limited generalizability: The findings of a study may not be generalizable to other populations or contexts. This limits the usefulness of the study and may make it difficult to apply the findings to other settings.
• Publication bias: Research that does not find significant results may be less likely to be published, which can create a bias in the published literature. This can limit the amount of information available for evaluation.
• Lack of transparency: Some studies may not provide enough detail about their methods or results, making it difficult to evaluate their quality or validity.
• Funding bias : Research funded by particular organizations or industries may be biased towards the interests of the funder. This can influence the study design, methods, and interpretation of results.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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Project Management

How to write a project report (with steps & templates).

August 16, 2024

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Juggling all the different components of a project can be quite a challenge. If that weren’t enough, you also have to write a project status report to update key stakeholders on the project’s progress. The struggle is real.

So where do you start? Fortunately, we have the answer. And that’s precisely why we put together this guide—to walk you through the process so you have a clear path from start to finish.

Learn more about creating project reports and different types of project status reports. Plus, you’ll walk away with five free project report templates, carefully crafted to streamline your project management workflow, save you time, and impress your stakeholders. 🤩

What is a Project Report?

How to write a project report, 1. project status report, 2. project progress report, 3. project cost benefit analysis report, 4. project time tracking report, 5. project resource report, 6. project risk report, 7. project variance report, 8. project performance report, 9. project completion report, 10. project management report, why is project reporting important, 1. final project report template, 2. project status report template, 3. digital marketing report template, 4. employee daily activity report template, 5. campaign report template, create professional project reports in less time with clickup.

A project report is a document offering a comprehensive overview of a project’s objectives, progress, team performance, and milestone accomplishments. It also gives an account of the challenges faced during a project’s execution , solutions devised to tackle them, and the lessons learned during the process. 

Project managers create these reports to communicate with other project stakeholders—including team members, sponsors, clients, and other interested parties—to ensure everyone’s on the same page. The document also serves as a foundation for further evaluation and analysis to ensure the project says on track and achieves its goals. 🎯

Creating a project report doesn’t have to be a daunting task. Follow these three simple steps to create your first project report with ease.

Understand the purpose of the report

Before you create a project report, you need to understand the purpose of the report (the “why”) and know your target audience (the “who”). This will guide the content, structure, and tone of your project report.

Gather and organize the relevant information

At this point, you need to gather project information relevant to your project report. Make sure your data is accurate, reliable, and up-to-date. Organize the gathered information in a logical and structured manner.

• Executive summary : As its name suggests, this project summary gives readers a quick overview of the whole report. It’s a snapshot that highlights the most important parts of the project. While it’s placed at the start of the report, it’s often written last. It covers the project’s objectives, methodology, major outcomes, and conclusions. 
• Introduction: This sets the context and expectations of the entire report. It includes the project’s purpose and scope, project schedule, the problems it aims to address, and the methodologies to get there. It also outlines the structure and organization of the rest of the report. 
• Body: Typically, this is the longest part of project management reports because it dives into in-depth details, including project progress, data collection, analysis reports, constraints, and limitations. Remember that whatever you include here should reflect the purpose of your project report and the preferences of your target audience. 
• Conclusions & Recommendations: Based on your findings and analysis, identify opportunities for improvement, suggest strategies for addressing them, or propose avenues for future research. 

Format and proofread the report

Ensure that your project report follows a consistent formatting style—headings, subheadings, and bullet points will make it easier to read. In addition, scan your report for spelling or grammar errors and typos.

Types of Project Reports

Project reports come in diverse formats, with each serving different use cases. Here are nine of the most commonly used types of project reports.

A project status report is a document that gives a snapshot of where your project stands at any given moment. It’s like answering the question, “How’s the project doing?”

But instead of just saying “The project is fine,” you actually dive into the project goals, tasks completed, milestones achieved, challenges faced, lessons learned, potential roadblocks, and next steps. 

Whether it’s a weekly project status report or a monthly status report, this documentation eliminates the need for status meetings while giving stakeholders the most recent status of the project.

A project progress report is slightly similar to a status update report, as they both discuss task progress. However, the progress report is more quantitative and zooms in on individual tasks and project milestones . 

It’s like taking a magnifying glass and examining the progress of each task, one by one. For example, it could include in-depth information on the percentage of completion and current status of each task (completed, on track, delayed, etc.). 

The cost-benefit analysis report is usually prepared before a project is put into motion. Of the various project reports, this one aims to answer a simple question: “Is it worth pursuing this project?”

To answer this question, the report first assesses all project costs like operational expenses, materials, salaries, equipment, and potential risks. 

It then considers the projected benefits, such as increased profit margins, cost savings, improved efficiency, or happier customers. Finally, the report compares the costs to the benefits to determine if it’s time to move forward or explore other options.

A project time-tracking report is a document that records and summarizes time spent on project activities. Each project team member contributes to writing this report—they track and record the amount of time they’ve spent on tasks and submit it to the project manager. ⏰

Thankfully, the rise of project management tools has eliminated the need for paper-based time-tracking submissions. They make it easy for team members to submit accurate and detailed time reports to the project manager—while reducing the administrative burden of manual report compilation. 

Project managers can see how time is spent and the overall productivity of team members. As a result, they’re able to make informed decisions, such as redistributing workload (aka workload management ), reassigning tasks, and providing feedback and support to team members. 

A project resource dashboard offers a bird’s-eye view of how resources (e.g., labor, equipment, materials, budget, etc.) are allocated in a project. Think of it as a comprehensive resource inventory, listing every project task, the responsible party, and the resources being used. 

Project reports like this help project managers keep track of resource availability, identify potential resource constraints or shortages, and make informed decisions about resource allocation and optimization.

A project risk report offers a comprehensive analysis of potential risks, their likelihood of occurrence, their potential impact on the project, and recommended mitigation strategies. 

Rather than waiting for future events to derail the project, project reports like this one allow project managers to take a more proactive approach to risk management—thereby boosting the chances of overall project success.

A project variance report reveals the gaps or deviations between project plans and the actual performance or results achieved. It compares various factors—like budget, time, resources, and scope—and their planned values with their actual values, then computes the differences (or variances). 

By analyzing these variances, project managers and stakeholders can discuss the possible reasons behind them, identify areas that need attention, and take corrective actions where necessary.

A project performance report evaluates the overall performance and achievements of a project against predetermined metrics and objectives. It includes information on project deliverables, key performance indicators (KPIs) , and stakeholder satisfaction.

This report helps project managers assess project success, identify areas for improvement, and communicate the project’s performance to stakeholders.

A project completion report marks the end of a project journey. It summarizes the entire project lifecycle, from initiation to closure. This report contains an overview of the project’s objectives, deliverables, milestones, challenges, and recommendations for future projects.

A project management report summarizes a project’s progress, status, and performance for stakeholders. It includes an overview, current status, timeline, budget, risks, resource allocation, key performance indicators (KPIs), and next steps. The report helps ensure transparency, track milestones, address issues, and guide decision-making. It provides a snapshot of where the project stands and what actions are needed to keep it on track.

Writing project reports may initially seem redundant and time-consuming. However, it plays a crucial role in achieving project success. While a few benefits were hinted at earlier, let’s get a better picture of why project reports should not be overlooked.

More clarity

Creating a project report allows you to step back and reflect on the project’s progress. As you record the milestones, successes, and challenges, a wealth of insights begin to unfold—strengths, weaknesses, and areas that need attention.

This holistic view of the project’s health helps you steer it toward the desired outcomes and ensure it stays on track.

Encourages evaluation and analysis

Project reports allow you to evaluate and analyze the different aspects of a project in a systematic way—gathering relevant data, analyzing them, and evaluating their significance. By giving your project a critical analysis, you can uncover valuable insights, identify patterns, draw meaningful conclusions, and take strategic action. 🛠️

Enhances communication and collaboration

Creating a project report challenges you to present the project’s progress and results to stakeholders in a clear and coherent manner. A well-written report promotes project transparency and ensures everyone is on the same page.

It also facilitates collaboration by providing a common reference point for discussions, feedback, and decision-making.

Boosts professionalism and credibility

When you present a comprehensive and well-structured report, it shows that you have conducted thorough research, followed a methodical approach, and can effectively communicate complex information. This, in turn, boosts your reputation, enhances your credibility, and showcases your expertise among peers, colleagues, and potential employers.

Knowledge preservation

A project report serves as a valuable reference for future research or projects. By documenting your process, methodologies, challenges, lessons, and results, you create a resource that can be consulted and built upon by others.

This contributes to the cumulative knowledge in your field and fosters a culture of collaboration and innovation.

Improves Team Alignment

Project reports are instrumental in enhancing team alignment. They provide a clear, concise snapshot of progress, identifying accomplishments, challenges, and next steps. This enables all team members to understand the project’s current status and their respective roles in achieving the overall objectives.

Check out these project report templates for teams:

• Nonprofit Organizations Project Report
• Operations Teams Project Report
• Finance Teams Project Report
• DevOps Teams Project Report
• Agile Teams Project Report
• Sales Teams Project Report

5 Project Report Examples & Templates

Sure, you could write project reports from scratch and spend countless hours formatting and structuring them. But why would you when you can use free project report templates? They provide a structure and format for your report so you can simply plug in your data and customize the design to fit your needs. Not only do project report templates speed up the report creation process, but they also enhance the overall quality of your reports. 

Let’s jump right in to explore our top five project report templates. 📈

A final project report is the perfect finishing touch to conclude a project and highlight its achievements. ClickUp’s Final Project Report Template provides a solid structure to help you put it together with the following key sections:

• Planned vs. Actual: A quantitative breakdown of how the project deviated from the original plan with regard to its start date, completion date, duration, and budget
• Management Effectiveness: A SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis evaluating how the project was managed
• Project Learnings : Share the important project lessons learned by the team throughout the lifespan of the project
• Contract Terms Checklist : A simple table listing the various contract terms, whether they were completed, and any remarks you have 
• Overall Performance rating: A 1 out of 5 rating of the different aspects of the project, from planning and execution to leadership and communication

This template is built in ClickUp Docs , which means you have unlimited flexibility for customization—add extra sections and tweak the appearance to suit your taste. And guess what? The table of content updates in real-time as you add, edit, or delete multiple headers.

If you want to wow your team and clients, this project status report template will help you get the job done. 

Writing a project status report is fairly straightforward. But staring at a blank document and worrying about crafting perfectly manicured sentences can make this process last a lot longer than it should. 

Thankfully, ClickUp’s Project Status Report Template is here to save the day! Built inside ClickUp Whiteboards, this template provides a hassle-free method to quickly capture key project details in a visually engaging way.

• General information: Cover general project details (e.g., project name, objectives, project timeline , reporting period, etc.) which you’ll need to fill in only once
• Progress details: Use color-coding to share in-progress, at-risk, delayed, and completed tasks
• Support and resources: List out assets (e.g., labor, money, etc.) needed for a smooth operation 
• Highlights and takeaways: Share key lessons learned and other noteworthy highlights
• What went well/What needs improvement: Use this opportunity to reflect on the project’s progress and share the areas that performed well and what needs attention
• Next steps: Highlight the key action items that need to get done to keep the project on track

Enter the details under each of these sections onto sticky notes, which’ll help you quickly pour down your thoughts without worrying about writing perfect sentences. It’s also very helpful for stakeholders as the information on sticky notes is short and straight to the point. 

This template removes the pressure of creating a status report and saves valuable time—all while keeping key stakeholders informed and up to date.

After running a digital marketing campaign project, you need to gather key metrics from the campaign and present it to key stakeholders for evaluation, performance analysis, and notes for future improvements. 

Sharing this info across multiple digital channels can get overwhelming but there’s no need to worry. ClickUp’s Digital Marketing Report Template has you covered with everything you need. Plus, it’s neatly broken down into the following sections:

• Digital Marketing Performance: This section lets you summarize the overall performance of your campaign by capturing key details like project budget allocations, actual expenses, cost per acquisition, total impressions, and total clicks across multiple campaigns
• Web Analytics Report: This section analyzes website performance during and after the project’s completion. It captures metrics like page views, bounce rate, traffic sources, and overall conversion rate
• Social Media Campaign Performance: This section analyzes social media performance by measuring metrics like impressions, followers, and engagement rate—all in a simple table for each social media platform 

Use this template to present the performance of your digital marketing project in a simple and visually engaging way. This makes it easy to identify trends, analyze the impact of your campaign, and make informed decisions regarding future marketing initiatives.

A key way to stay on track and guarantee overall project success is to engage team members in the process.

The Employee Daily Activity Report Template by ClickUp has a simple tabular layout that makes it easy for team members to record and keep track of: 

• Completed tasks and the time spent on each
• Ongoing tasks and their due dates
• Upcoming tasks and any support they’ll need

This template encourages each team member to get work done and ask for support when needed—while allowing you to keep the project on track by providing support and maximizing team performance.

Remember the Digital Marketing Report Template we looked at earlier? You can choose to further analyze the marketing performance section, with elements from this Campaign Report Template by ClickUp . 

Dive deeper into how each marketing channel contributed to overall ad cost, ad revenue, and ad conversion rate. You can further break down each channel’s performance by analyzing the metrics from each individual campaign on that channel.

There you have it—your secret sauce for creating an effective project report in a fraction of the time. And that’s only scratching the surface … working inside ClickUp unlocks a lot more perks. 

Not only does ClickUp make project reporting easy and quick, but it also gives you access to free project management templates to enhance your workflow. Quickly assign tasks to your team, keep track of progress, discuss updates, and collaborate on documents and whiteboards—all in one place. ✨

Did we mention the integrations? ClickUp plays nicely with other apps, allowing you to seamlessly connect your favorite tools to supercharge your team’s productivity. And let’s not forget about the time you’ll save using ClickUp’s automations—a feature that lets you breeze through repetitive tasks that used to eat up valuable time across project management reports.

Just imagine what you can do with those extra hours—maybe enjoy a cup of coffee or catch up with your team about how best you can support them. Make project reporting a blast with ClickUp and boost your chances of a successful project. 

Get started by signing up for free on ClickUp today … Ready? Set? Report!

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Top 10 Evaluation Report Examples With Templates and Samples

Kanica Sharma

What is the business value this product or service offers my customers? This fundamental question, on the minds of top CEOs, deserves an evaluation report. Have you ever been tasked with providing one, be it for any area of business? Why is an evaluation report even necessary, you ask? 

Here’s the answer:  Evaluation reports help you evaluate your company's success and prepare a report for the same on a regular basis based on pre-set goals. Evaluations not only keep you up to date on your current situation, but they also warn you of potential threats that could ambush your business. 

As part of your evaluation, you will need to combine everything together in the form of a report.

Looking for more clarity? We’ve got you!

An Evaluation Report is a document that evaluates the strengths, weaknesses, results, quality, and effectiveness of a product or service using some relevant criteria and standards.

An evaluation report’s sole purpose is to provide decision-makers with information that will assist them in making informed decisions about a product, service, program, or policy. That is exactly what we at SlideTeam, strive for as well! 

SlideTeam has curated a collection of Evaluation Report PPT Templates that are objective and balanced and are also based on empirical evidence. The  100% customizable nature of these templates gives you the desired flexibility to edit your presentations. The content-ready slides provide the necessary structure.

With these content-ready designs in hand, decision-makers can be informed about what is working well and what could be improved. Now is the time to develop the habit of evaluating reports and going through organizational data to decide on things.  

Let’s take a tour.

Template 1: Customer Evaluation Report PPT Template

With our PPT Template, you can summarize the effectiveness of a product or service in line with the applicable procedures and standards. Also, have a general understanding of the evaluation process to help you along the way. Download now!

Download this template

Template 2: Evaluation Report Form To Review Employee Performance

An evaluation report form is a performance review tool that covers information about an employee's basic details, qualities, and comments. With our free Employee Evaluation Forms, you can collect responses to assess what your employees are doing well and where they need to improve. Use this to highlight 11 parameters on which you can rate your employees on a 4-point subjective scale of ‘Unsatisfactory to Excellent.’  Download now!

Template 3: Post-Event Evaluation Report with Detailed Description

Committing to post-event reflection and evaluation is just as important as planning. Our PPT Template enables you and your group to learn from the event and make decisions about other events that your group will host. Have every minute detail of the event ready for close scrutiny. Use this presentation template to invite recommendations as well. Get this design right away!

Template 4: Post-Business Meeting Event Evaluation Report

We all know that the end of an event means there are a lot of loose ends to tie up and things to handle that are time-consuming and tedious but important. One of the most difficult tasks is compiling and writing the post-event report.  Our PPT Design simplifies this task for you, reducing it to a five-minute job. Our template will be useful because it will incorporate your valuable input to improve future events. Considering all the future possibilities, this template is a must-have. Download now!

Template 5: Agency Performance Evaluation Report

Our Agency Performance Evaluation Report PPT Template represents critical business performance measures. Keep track of the Technology Ready Assessment (TRA) score, viewability, brand, safety, and fraud for better performance. Use our design and report the evaluation of your workplace, and present it in the most professional way. Get it now!

Template 6: Project Management Plan With Evaluation Report

Managing a project with a lot of moving parts can be difficult, to say the least, but the project evaluation report is intended to make the process easier to understand. You can assist project managers in creating an evaluation report for the project management plan by incorporating our PPT Template. It also includes evaluation parameters such as scope, schedule, and budget. Download now! 

Template 7: Research Team Members Performance Evaluation Report

Employee performance must be evaluated on a regular basis. Every day worked and every assignment completed allows the supervisor to assess how well duties are carried out. Our PPT Layout assists them in making decisions about their promotion to higher positions and is intended to help the supervisor in forming these evaluations as objectively as possible. Download your design now! 

Template 8: Tips To Create Cyber Security Evaluation Report

Tackling hackers and other intruders attempting to gain access to your systems and cause disruption and loss is a constant challenge for business cybersecurity. The best way to protect yourself is to learn how to write a cyber security evaluation report. Security assessment reports, when done correctly, reduce risk and allow businesses to decide where to improve their cyber defenses. A security assessment report, in essence, contains conclusions and recommendations. It is about flaws in an IT environment. Get yours now! 

Template 9: System Evaluation Performance Result Report

Deploy our PPT Template, which examines how a specific system performs on a daily basis and chronicles what slows down performance and causes errors. . It includes outcomes based on three criteria: system functionality, usage, and system capability. Monitoring and reporting performance on a regular basis can save a lot of time and trouble. Download now!

Template 10: Supplier Evaluation Audit Report With Strength And Weakness

Suppliers can have a significant impact on quality costs. Our PPT Design walks you through the assessment audit report, which is used to assess and monitor potential suppliers. The report provides an overview of the supplier's capabilities, strengths, weaknesses, suggestions, and so on. Get an in-depth analysis of supply chain performance to identify winners and losers. Download now!

Over To You!

Creating an effective evaluation report can be challenging, but with the right tools, it can be a breeze. Our PPT templates for evaluation reports are designed to help you present your data and findings in a clear and professional manner, leaving a lasting impression on your audience. 

Not only do our templates save you time and effort in the creation process, but they also have been designed to increase audience retention and engagement, making your report more effective. 

Don't waste any more time creating your report from scratch. Download our templates today and see the difference for yourself.

P.S.-  With our content-ready templates , you can now have an exhaustive and in-depth look at different sales KPIs and map them out visually to see the trends and fluctuations.

FAQs on Evaluation Report

How do you write an evaluation report.

An evaluation report is a document that summarizes the results and findings of an evaluation project. Here are the steps on how to write an evaluation report:

Define the purpose and scope of the evaluation: Clearly state the goals and objectives of the evaluation, as well as the program being evaluated.

Describe the evaluation methods used: Include information about data collection techniques and the sample size, as well as the methods used for data analysis.

Present the findings: Summarize the results of the evaluation, including both quantitative and qualitative data, and present them in a clear and logical manner.

Interpret the findings: Discuss the implications of the findings and provide a clear explanation of what the results mean in the context of the evaluation.

Provide recommendations: Based on the findings, provide specific recommendations for improvement and/or continuation of the program or population being evaluated.

Conclude the report: Summarize the main findings and recommendations of the evaluation report.

Appendices and references: Include any additional materials that support the report, such as data tables, questionnaires, and interview transcripts, as well as any relevant references cited in the report.

Review and edit: Review the report for grammar, punctuation, and formatting errors, and make any necessary revisions.

What are the 5  Ps in evaluation procedures?

The 5 Ps in evaluation procedures are:

Purpose: Defining the overall aim of the evaluation and its specific goals and objectives.

Participants: Identifying the individuals or groups who will be involved in the evaluation.

Procedures: Outline the specific methods and techniques that will be used to collect and analyze data.

Products: Identifying what outputs will be produced as a result of the evaluation, such as a report or set of recommendations.

Performance: Monitoring and assessing the implementation of the evaluation and making adjustments as needed.

These five elements are the key components of a comprehensive evaluation plan that should be taken into account during the evaluation process. 

What are the three parts of evaluation?

There are three main parts of an evaluation: planning, implementation, and dissemination.

Planning: Establishing clear goals, determining methods, and developing a plan for data collection and analysis.

Implementation: Conducting the evaluation using systematic and rigorous methods, following the plan.

Dissemination: Sharing the results with stakeholders and creating a report, making recommendations for action.

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Project Evaluation Process: Definition, Methods & Steps

Managing a project with copious moving parts can be challenging to say the least, but project evaluation is designed to make the process that much easier. Every project starts with careful planning —t his sets the stage for the execution phase of the project while estimations, plans and schedules guide the project team as they complete tasks and deliverables.

But even with the project evaluation process in place, managing a project successfully is not as simple as it sounds. Project managers need to keep track of costs , tasks and time during the entire project life cycle to make sure everything goes as planned. To do so, they utilize the project evaluation process and make use of project management software to help manage their team’s work in addition to planning and evaluating project performance.

What Is Project Evaluation?

Project evaluation is the process of measuring the success of a project, program or portfolio . This is done by gathering data about the project and using an evaluation method that allows evaluators to find performance improvement opportunities. Project evaluation is also critical to keep stakeholders updated on the project status and any changes that might be required to the budget or schedule.

Every aspect of the project such as costs, scope, risks or return on investment (ROI) is measured to determine if it’s proceeding as planned. If there are road bumps, this data can inform how projects can improve. Basically, you’re asking the project a series of questions designed to discover what is working, what can be improved and whether the project is useful. Tools such as project dashboards and trackers help in the evaluation process by making key data readily available.

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The project evaluation process has been around as long as projects themselves. But when it comes to the science of project management , project evaluation can be broken down into three main types or methods: pre-project evaluation, ongoing evaluation and post-project evaluation. Let’s look at the project evaluation process, what it entails and how you can improve your technique.

Project Evaluation Criteria

The specific details of the project evaluation criteria vary from one project or one organization to another. In general terms, a project evaluation process goes over the project constraints including time, cost, scope, resources, risk and quality. In addition, organizations may add their own business goals, strategic objectives and other project metrics .

Project Evaluation Methods

There are three points in a project where evaluation is most needed. While you can evaluate your project at any time, these are points where you should have the process officially scheduled.

1. Pre-Project Evaluation

In a sense, you’re pre-evaluating your project when you write your project charter to pitch to the stakeholders. You cannot effectively plan, staff and control a new project if you’ve first not evaluated it. Pre-project evaluation is the only sure way you can determine the effectiveness of the project before executing it.

2. Ongoing Project Evaluation

To make sure your project is proceeding as planned and hitting all of the scheduling and budget milestones you’ve set, it’s crucial that you constantly monitor and report on your work in real-time. Only by using project metrics can you measure the success of your project and whether or not you’re meeting the project’s goals and objectives. It’s strongly recommended that you use project management dashboards and tracking tools for ongoing evaluation.

Related: Free Project Dashboard Template for Excel

3. Post-Project Evaluation

Think of this as a postmortem. Post-project evaluation is when you go through the project’s paperwork, interview the project team and principles and analyze all relevant data so you can understand what worked and what went wrong. Only by developing this clear picture can you resolve issues in upcoming projects.

Free Project Review Template for Word

The project review template for Word is the perfect way to evaluate your project, whether it’s an ongoing project evaluation or post-project. It takes a holistic approach to project evaluation and covers such areas as goals, risks, staffing, resources and more. Download yours today.

Project Evaluation Steps

Regardless of when you choose to run a project evaluation, the process always has four phases: planning, implementation, completion and dissemination of reports.

1. Planning

The ultimate goal of this step is to create a project evaluation plan, a document that explains all details of your organization’s project evaluation process. When planning for a project evaluation, it’s important to identify the stakeholders and what their short-and-long-term goals are. You must make sure that your goals and objectives for the project are clear, and it’s critical to have settled on criteria that will tell you whether these goals and objects are being met.

So, you’ll want to write a series of questions to pose to the stakeholders. These queries should include subjects such as the project framework, best practices and metrics that determine success.

By including the stakeholders in your project evaluation plan, you’ll receive direction during the course of the project while simultaneously developing a relationship with the stakeholders. They will get progress reports from you throughout the project life cycle , and by building this initial relationship, you’ll likely earn their belief that you can manage the project to their satisfaction.

2. Implementation

While the project is running, you must monitor all aspects to make sure you’re meeting the schedule and budget. One of the things you should monitor during the project is the percentage completed. This is something you should do when creating status reports and meeting with your team. To make sure you’re on track, hold the team accountable for delivering timely tasks and maintain baseline dates to know when tasks are due.

Don’t forget to keep an eye on quality. It doesn’t matter if you deliver the project within the allotted time frame if the product is poor. Maintain quality reviews, and don’t delegate that responsibility. Instead, take it on yourself.

Maintaining a close relationship with the project budget is just as important as tracking the schedule and quality. Keep an eye on costs. They will fluctuate throughout the project, so don’t panic. However, be transparent if you notice a need growing for more funds. Let your steering committee know as soon as possible, so there are no surprises.

3. Completion

When you’re done with your project, you still have work to do. You’ll want to take the data you gathered in the evaluation and learn from it so you can fix problems that you discovered in the process. Figure out the short- and long-term impacts of what you learned in the evaluation.

4. Reporting and Disseminating

Once the evaluation is complete, you need to record the results. To do so, you’ll create a project evaluation report, a document that provides lessons for the future. Deliver your report to your stakeholders to keep them updated on the project’s progress.

How are you going to disseminate the report? There might be a protocol for this already established in your organization. Perhaps the stakeholders prefer a meeting to get the results face-to-face. Or maybe they prefer PDFs with easy-to-read charts and graphs. Make sure that you know your audience and tailor your report to them.

Benefits of Project Evaluation

Project evaluation is always advisable and it can bring a wide array of benefits to your organization. As noted above, there are many aspects that can be measured through the project evaluation process. It’s up to you and your stakeholders to decide the most critical factors to consider. Here are some of the main benefits of implementing a project evaluation process.

• Better Project Management: Project evaluation helps you easily find areas of improvement when it comes to managing your costs , tasks, resources and time.
• Improves Team performance: Project evaluation allows you to keep track of your team’s performance and increases accountability.
• Better Project Planning: Helps you compare your project baseline against actual project performance for better planning and estimating.
• Helps with Stakeholder Management: Having a good relationship with stakeholders is key to success as a project manager. Creating a project evaluation report is very important to keep them updated.

How ProjectManager Improves the Project Evaluation Process

To take your project evaluation to the next level, you’ll want ProjectManager , an online work management tool with live dashboards that deliver real-time data so you can monitor what’s happening now as opposed to what happened yesterday.

With ProjectManager’s real-time dashboard, project evaluation is measured in real-time to keep you updated. The numbers are then displayed in colorful graphs and charts. Filter the data to show the data you want or to drill down to get a deeper picture. These graphs and charts can also be shared with a keystroke. You can track workload and tasks, because your team is updating their status in real-time, wherever they are and at whatever time they complete their work.

Project evaluation with ProjectManager’s real-time dashboard makes it simple to go through the evaluation process during the evolution of the project. It also provides valuable data afterward. The project evaluation process can even be fun, given the right tools. Feel free to use our automated reporting tools to quickly build traditional project reports, allowing you to improve both the accuracy and efficiency of your evaluation process.

Related Project Closure Content

The project closure stage is a very important step in the project life cycle because it’s when the project team and stakeholders will determine how successful the project was by closely inspecting the deliverables and ensuring whether the success criteria was met. Here are some blogs, templates and guides that can be helpful during this project phase.

• Lessons Learned Template
• Project Closure Template
• 5 Steps to Project Closure (Checklist Included)
• What Is Post-Implementation Review in Project Management?
• 10 Steps for Successful Project Completion (Templates Included)

ProjectManager is a cloud-based project management software that has a suite of powerful tools for every phase of your project, including live dashboards and reporting tools. Our software collects project data in real-time and is constantly being fed information by your team as they progress through their tasks. See how monitoring, evaluation and reporting can be streamlined by taking a free 30-day trial today!

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How to Write an Evaluation Report

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An evaluation is an assessment of certain topics or subjects typically conducted for a specific purpose. An evaluation report, in the simplest sense, is a document which reports the results, findings, interpretations, conclusions, or recommendations derived through an evaluation. An evaluation report primarily gives a executive summary of the points covered by the evaluation. It also presents an overview of the evaluation process.

Importance of an Evaluation Report

An evaluation report is an essential way of presenting an evaluation to a certain audience. It is intended to promote awareness on how the evaluation reached its outcomes and conclusions.

An evaluation report is thus an effective way to disseminate findings of an evaluation to the people concerned. It is essential to report the conclusions derived from a specific evaluation to ensure its transparency,  and to be able to properly use such conclusions in the future.

This is also for the people to properly understand the purpose of the evaluation plan , and of course, know the outcomes and the possible effects to the subject or subjects of the evaluation. An evaluation report is also presented to determine if the time and resources allocated for such evaluation were used accordingly.

Key Components of an Evaluation Report

Evaluation formal reports contain an essential parts and processes of an evaluation. It is thus important for one to know what constitutes a good evaluation report. The following are the key components commonly discussed in an evaluation report.

• Title or header.  This includes a clear and concise title, the authors’ names, date of preparation, etc.
• Executive summary.  This should contain a brief summary of the subject of the report.
• Table of contents.  This includes an overview of the contents of the report and their respective pages.
• Introductory remarks. Mainly a  short report introduction on the purpose, and target of the evaluation.
• Scope.  This discusses the evaluation focus.  
• Resources and methods.  Materials, equipment, and methods involved in the evaluation.
• Summary. Typically includes findings, conclusions, and interpretations derived in the evaluation.
• Recommendations. This provides an idea on information dissemination and intended use of the evaluation’s findings and conclusions.
• References.  This contains the references used by the authors upon report writing the evaluation.

Tips in Writing an Evaluation Report

An evaluation report gives the audience a general idea about the whole evaluation. For it to effectively convey information, it needs to be constructed properly. Consider the following tips in writing an evaluation report.

• Think of a purpose.  This creates the foundation of the evaluation business report . One needs to determine the purpose of creating an evaluation report to determine its focus.
• Gather the most important details of the evaluation to be included in the report.
• Know the audience of your report.  This includes the people who will view the report, its users, and in most cases, the evaluation’s subjects. Anticipate the questions and concerns they might ask regarding the technical report .
• Divide the report into different sections.  This will promote better distribution of ideas and contents of the evaluation itself.
• Write in a clear manner.  This will allow your audience to comprehend the ideas you present better.
• Proofread your report.  Proofreading is the best way to get rid of the possible errors your report might contain.

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