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Instructions For Use


  1. The "Evaluation Plan Template" tool will help you prepare a reliable and valid evaluation plan.
  2. Each of the components in the plan should be addressed.
  3. You will usually go through several rounds of client review before you are ready to implement your plan.

Evaluation Plan Template

Introduction: This section introduces the major sections of the plan as well as the primary people involved in writing the plan.

Background: This section describes any information which is needed to provide the reader with an understanding of the background of the interactive multimedia that is being evaluated.

Purposes: This section thoroughly describes the purposes of the evaluation. A single plan can address a variety of purposes, but all must be delineated clearly. Evaluation is always a political process and all parties must accept the purposes for the evaluation to be successful.

Limitations: This section spells out any limitations to the interpretation and generalizability of the evaluation. It should also describe potential threats to the reliability and validity of the evaluation design and instrumentation.

Audiences: This section specifies all the primary and secondary audiences or consumers of the evaluation. In general, it is recommended to open the evaluation up to as many people or agencies as the client will allow.

Decisions: This section is probably the most difficult, but it should be included if the evaluation is to have meaningful impact on decision-making. Trying to anticipate the decisions which can be influenced by an evaluation takes creativity and trust. Many developers do not wish to anticipate negative outcomes for their efforts, but these too must be considered.

Questions: A key element of a sound evaluation plan is careful specification of the questions to be addressed by the evaluation design and data collection methods. The clearer and more detailed these questions are, the more likely that you will be able to provide reliable and valid answers to them.

Methods: This section describes the evaluation designs and procedures. There are scores of designs and hundreds of procedures which can be used. The keys to success are matching these options to the purposes and questions of your client and keeping within the budget and time line of the study.

Sample: This section specifies exactly which students, trainers, and other personnel will participate in the evaluation. If necessary, a rationale for sample sizes should also be included.

Instrumentation: This section describes all the evaluation instruments and tools to be used in the evaluation. Actual instruments should be included in appendices for review and approval.

Logistics: This section spells out who will be responsible for the various implementation, analysis, and reporting aspects of the evaluation.

Time Line: This section presents the schedule for implementation, analysis, and reporting of the evaluation.

Budget: This section "costs out" the finances for the evaluation.