1. Resource 1. Evaluation Planning Template
Assess
Plan Do
Review
Resource 1. Evaluation Planning Template
This template sets out the key elements to consider when planning your evaluation.
Don’t forget to build the evaluation into your project plans and processes as much as possible. Make sure it is feasible and utilises appropriate existing data that is aligned to, and informs, your monitoring plans.
Title
Something that explains what you will be doing.
Project team
Outline who makes up the team and what their roles will be.
Background
Outline the context or rationale for undertaking the evaluation. Bring in here information from your business case, service specifications and evidence reviews i.e. what is your case for change, what outcomes do you hope the service will achieve.
Aim and objectives
Ensure that your evaluation has a clear purpose and focus. To do this set your aims and objectives at the beginning with your key stakeholders. It is important to get them right at the outset as this will guide your evaluation design. The overall aim will be a statement of what the evaluation will do. The objectives are narrower statements of what the evaluation will try to achieve in order to meet the overall aim.
Design and methods
There are multiple approaches to evaluation which can be complex and confusing. A simple approach to overcome this is to consider the types of information and data you need to answer your evaluations aims and objectives. Consider both qualitative (i.e. narrative data from interviews, focus groups) and quantitative (i.e. numerical data from surveys, monitoring forms), the sources of that data (does it already exist or do you need to collect it). Ensure that you baseline your information where possible and consider utilising benchmarking data.
Ethics and Governance
Ensure you have considered what the ethical implications of the evaluation are and how they will be mitigated and reviewed throughout the project lifecycle.
Resources
Outline the resource requirements and include here internal project resources to support the evaluation as well as any ring-fenced financial resources (and funding available). You have already started to identify these when assessing whether to do an evaluation.
Outputs and impact
This is a description of what will be produced (e.g. the evaluation report) from the evaluation as well as the intended use and impact. Remember to build this into the services communication plans.
References
All sources quoted in the proposal should be acknowledged and correctly referenced.
NOTE 1: Difficult to understand the meaning of this last sentence?
Health Foundations Evaluation: What to Consider Guide is a very useful overview of what to consider when planning an evaluation

2. Assess Plan Do Review Resource 2. Data Collection Planning Template
During the initial planning phase you would have identified the purpose of your evaluation (aims and objectives), the type of evaluation you might need as well as starting to consider the types of data and information you need to be able to answer your aims and objectives. Use the information you have identified so far as well as resources 9 and 10 to complete the following table, setting out your objectives against the data you plan to collect, the sources of that data and who is responsible for collecting and analysing the data.
Identify and utilise existing data and data collection methods, where it is available and of good quality, to avoid duplication and unnecessary data collection. Make sure you collect baseline data, consider benchmarking and utilise validated tools where they exist. Consider using multiple (audit, quality improvement) and mixed (qualitative and quantitative) methods.
Evaluation Objectives
Evaluation questions
Data Sources / Tools
Responsibility and Timescale
What are your evaluation objectives?
What are the questions you need to answer to enable you to demonstrate whether you have achieved your objectives?
What data do you need to be able to answer your specific questions / measures?
Where can you source that data from? Or What data collection tools do you need? 
What sample size will you need?
What baseline and benchmarking data is available?
Who will be doing what and when?
Objective 1
Objective 2
Explore your evidence review to see how others have evaluated similar initiatives including whether there are any validated tools (for example surveys, patient reported outcome measures, patient reported experience measures) available that you can use?