This 2017 checklist identifies and describes the elements of an evaluation report. It is intended to serve as a flexible guide for determining an evaluation report’s content.
This checklist is strictly focused on the content of long-form technical evaluation reports. Although important, alternative reporting methods (e.g., infographics and slide decks) and visual elements (e.g., document design and data visualization) are outside the scope of this checklist.
This checklist is designed to guide the development of project or program evaluation reports. For the sake of readability, we use the term program to mean either projects or programs. The checklist is not intended to assist in the writing of product, policy, or personnel evaluation reports.
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About the Authors
Kelly Robertson
Principal Research Associate, The Evaluation Center, Western Michigan University
Kelly has a Ph.D. in evaluation and more than eight years of experience in the field of evaluation. She works as a Senior Research Associate at The Evaluation Center at Western Michigan University. Dr. Robertson has worked on evaluations at the local, regional, national, and international levels, spanning a wide variety of sectors (e.g., STEM education, adult education, career and technical education, and evaluation capacity development). Her research interests primarily focus on evaluation as it relates to equity, cultural competence, and making evaluation more user-friendly.
Lori Wingate
Executive Director, The Evaluation Center, Western Michigan University
Lori has a Ph.D. in evaluation and more than 20 years of experience in the field of program evaluation. She is co-principal investigator of EvaluATE and leads and a variety of evaluation projects at WMU focused on STEM education, health, and higher education initiatives. Dr. Wingate has led numerous webinars and workshops on evaluation in a variety of contexts, including CDC University and the American Evaluation Association Summer Evaluation Institute. She is an associate member of the graduate faculty at WMU.
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EvaluATE is supported by the National Science Foundation under grant numbers 0802245, 1204683, 1600992, and 1841783. Any opinions, findings, and conclusions or recommendations expressed on this site are those of the authors and do not necessarily reflect the views of the National Science Foundation.