Organizational/Program Evaluation Resources, Frameworks, Models, Tools

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Action Management Associates Action Management Associates

Short Organizational Assessment Survey
This tool will help you “measure your organization's critical thinking effectiveness” in a very short time, through 11 multiple-choice questions. After having completed the online assessment, you will obtain a free report suggesting concrete actions to undertake to improve the problem solving capabilities of your company, your department, or your team.

Alberta Government Employment Standards Alberta Government Employment Standards

Employment Standards Self-Assessment Tool
This tool gives answers based on new employment standards legislation that is effective January 1, 2018.

Behavior Assessments Behavior Assessments

Video - The Predictive Index® (PI®) behavioral assessment
Process improves effectiveness and productivity across all levels of your organization. As a practical, reliable indicator of workplace behavior, the Predictive Index® assessment helps you make sound, people-smart hiring decisions — with the best results for the company, and for the people themselves

Better Evaluation Better Evaluation

Online Course
Effective and Creative Evaluation Report Writing 
In this course, students will learn best practices for effective and creative report writing specific to evaluation reports. Learning points and practical exercises are combined to develop skills in putting together an effective and engaging evaluation report.

BetterEvaluation Rainbow Framework
A tool that organizes evaluation options by task. The evaluation options include methods and strategies and are split into seven clusters. The Rainbow Framework can help evaluators plan an evaluation by prompting them to think about each of the tasks and to select a package of methods and strategies that cover all the tasks. You can access recordings of the webinars, copies of the presentation slides, and a handy take away overview of evaluation methods and options, through the links below.

Blue Avocado Blue Avocado

Process, Process, Process: The evaluation model you shouldn’t ignore
In a nonprofit's toolkit, evaluation is key for making meaningful adjustments that cultivate success. As nonprofits, we are expected to be accountable to our boards, our staff, our funders, our partners, and most importantly, our clients or constituents. Among the many ways that we can demonstrate accountability is through evaluation of our programs, interventions, and services. But for those with limited resources, taking time out for thorough evaluation can feel like too much for too little reward. Too often, the results of evaluation can end with everyone asking, "So what?" or "Now what?"…

Bolder Avocacy Bolder Avocacy

Anew planning and assessment tool for gauging readiness to succeed in community organizing and helps organizations to plan, implement, and track progress on their organizing work. Community organizing can be a complex process. To be successful, it’s important to prepare for success by understanding an organization’s readiness to engage and empower constituents. PowerCheck can help organizers – from beginners to the most sophisticated –better prepare for catalyzing community organizing efforts. In one hour or less, an organization can answer questions online about skills, expertise, gaps, and the resources available to successfully engage in community organizing work. PowerCheck generates immediate results, letting organizations and coalitions know where and how to focus resources and what types of partnerships to seek out to help build a plan to move forward

Canadian Evaluation Society Alberta & Northwest Territories Chapter Canadian Evaluation Society Alberta & Northwest Territories Chapter

The Canadian Evaluation Society Competencies for Canadian Evaluation Practice (2018) provides a suite of competencies for evaluation work in Canada. Competencies are defined as "the background, knowledge, skills, and dispositions program evaluators need to achieve standards that constitute sound evaluations." (Stevahn et al, 2005) [1]. The Competencies were developed through research, member consultation and expert validation processes that were conducted in 2008 and 2009 to fit the Canadian context. In 2017-18, the Competencies Review Working Group updated the Competencies to respond to evolution of the field; it also took this opportunity to streamline and clarify the competency statements. While the Competencies were developed as part of the Credentialing Program of the Canadian Evaluation Society (CES), they provide a much broader foundation for the evaluation community…

Program Evaluation Standards

Collaborative Approaches to Evaluation From Brad Cousins, Elizabeth Whitmore, Lyn Shula, and team
The eight evidence-based Principles were developed on the basis of data from 320 practising evaluators in North America and beyond and were recently published in the American Journal of Evaluation (Shulha at al., 2016, vol. 37, no. 2).


Webinar from Tom Chapel and the CDC
Learning to Love Logic Model
Logic models are often the target of jokes, but this logic model webinar from the CDC's Chief Evaluation Officer, Tom Chapel, will remind you of their purpose--that "form follows function" and that the value of the logic model is in practicality and customization. Also, they can be fun! Especially in cupcake form!


Nonprofit Organizational Assessment Tool
A checklist was designed to help you review the strategies and practices that your organization might want to put in place to further its effectiveness.

Community Literacy Ontario Community Literacy Ontario

Developing a Culture of Evaluation’s Online Modules
These eight modules provide practical, useful information, with a focus on small non-profits with limited budgets and limited staff resources.

Community Solutions Planning & Evaluation Community Solutions Planning & Evaluation

The Evaluation Glossary App was developed by Kylie Hutchinson of Community Solutions Planning & Evaluation. It combines over 600 terms related to evaluation, program planning, and research derived from various sources.

Book - A Short Primer on Innovative Evaluation Reporting
How engaging is your evaluation report? Do stakeholders actually read it? Will they remember the findings and act on your recommendations afterwards? Evaluators everywhere struggle with these questions. Unfortunately, many still use a lengthy, one-size fits all approach for reporting that doesn’t always meet the needs of diverse evaluation audiences

Emerald Research Emerald Research

Methods and Methodology How to
Guides for researchers The study of research methods is not only an essential requirement for social scientists, it is also vital for anyone looking to succeed in business and management. Stay informed on the basics, and familiarize yourself with recent developments and trends in research techniques

Evaluate for Change Evaluate for Change

Evaluate for Change’s data focused specialized certificate program is for social sector professionals. The 3-module course has been specially curated by their highly experienced faculty, and optimally designed to give individuals and organizations a strong foundation in the fields of monitoring, evaluation, and impact assessment, as well as access to the right tools and resources need they need to succeed in this ever evolving 21st century as thought leaders, professionals, and consultants. The one (1) year certificate program has been carefully structured to bring enable you learn best practices in utilizing evaluation to improve your overall organizational outcomes, and boost their internal efficiency.

Evaluation Café Alberta Evaluation Café Alberta

Alberta & NWT Chapter of the Canadian Evaluation Society (CES) launch Evaluation Café Alberta They are pleased to announce the launch of Evaluation Café Alberta, an opportunity for informal networking and knowledge sharing for professionals and students in the field of program evaluation. It's a chance to meet new people, share ideas and build a sense of community among evaluators in the province. Anyone who is engaged in the field of program evaluation as a practitioner, user or student is welcome to attend. All you need to do is go to our Meetup group: to join in the fun.

Excellence Canada Excellence Canada

Help improve organizational performance and to recognize excellence within Canadian companies and non-profits. Excellence Canada has created a uniquely Canadian model, providing measurable standards for all Canadian organizations.

idealware idealware

A Hierarchy of Program Evaluation Metrics
A look at a hierarchy of nonprofit-focused program evaluation metrics, and how organizations can think about their priority.


The Mystery of Mixing Methods
Despite significant progress on mixed methods approaches, their application continues to be (partly) shrouded in mystery, and the concept itself can be subject to misuse. By Jos Vaessen.


The website allows easy access to a growing database of international research focused on accreditation and external evaluation. The site promotes collaboration by sharing the latest research and best practices.

Knowhow Nonprofit Knowhow Nonprofit

Improving performance
How to monitor and evaluate your organisation's performance and its quality.
Monitoring and evaluation
Guidance on how to effectively monitor and evaluate the activities of your non profit or charitable organization.
Information on quality standards, approaches and assessments, and how to plan and learn from them.
Risk Assessment Video’s Whether you are a CEO or team leader, this free toolkit will help you identify potential risks to your organisation. Based on your answers to the self-assessment questions, the toolkit will identify where you may have some weaknesses while also providing practical advice about getting to grips with the problem. Topic Include Volunteers and lone working
Stakeholder Analysis This comprehensive overview includes a downloadable power/interest matrix that plots stakeholder power on the vertical axis and stakeholder interest on the horizontal axis. Each stakeholder will fall into one of the zones within the matrix, determining the appropriate course of action. These zones are ‘monitor’, ‘keep satisfied’, ‘keep informed’ or ‘encourage and influence’...

Lost Creek Press (Edmonton) Lost Creek Press (Edmonton)

Assessment Tools
Provide a clear picture of how well you and your organization are dealing with specific change related challenges

McKinsey Society McKinsey Society

Organizational Capacity Assessment Tool (OCAT)
Is a free online tool that helps non profits assess their operational capacity and identify strengths and areas for improvement. The tool is free of charge. It is an in-depth, online survey that allows the Board, leadership and staff of a non-profit to measure how well their organization performs against best practices.

Michigan State University Michigan State University

How Do Program Planning And Evaluation Relate?
Evaluation design and program (or curriculum) planning cannot be treated as independent activities

Monitoring and Evaluation NEWS Monitoring and Evaluation NEWS

A news service focusing on developments in monitoring and evaluation methods relevant to development programmes with social development objectives. The focus of this website is on methods of monitoring and evaluating the progress and outcomes of development aid programs, big and small. But many of the methods discussed are also relevant to the practice of evaluation when applied to policies and programs implemented by government and organisations in any country. If you want to talk with others about monitoring and evaluation then join the M&E NEWS email list (hosted by Yahoo). It has more than 2500 members worldwide. Once you join you can also search the archives holding more than 4600 past postings plus hundreds of documents.


A comprehensive needs assessment is the critical first step a coalition or organization must take in order to develop an effective and successful underage drinking prevention effort. This "Community How To Guide on Needs Assessment and Strategic Planning," details the elements of a needs assessment. Beginning with data, the booklet walks the reader through the process organizations must follow to obtain all the information they will need to determine the exact causes of underage drinking and the appropriate solutions to those problems.

Nonprofit Matrix Nonprofit Matrix

ClearPoint Strategy
An easy to use scorecarding solution that helps organizations manage performance. ClearPoint helps organizations translate strategy into action by managing strategy review meetings, automating performance management dashboards, and tracking key projects. By coordinating all the little tasks you need to keep track of, ClearPoint makes it easy to manage strategy.

Nonprofit Risk Management Center Nonprofit Risk Management Center

Accountability Measures: A Closer Look at Service Statistics Accountability Measures A Closer Look at Service Statistics By John C. Patterson, Senior Program Director
In this age of increased accountability, nonprofits are subjected to increased scrutiny in financial management, outcome measurement, and new service statistics. Service Statistics Service statistics may include an organization’s membership, numbers of clients served, and hours of service delivered. Organizations …

Accountability Measures: A Closer Look at Service Statistics Accountability Measures A Closer Look at Service Statistics By John C. Patterson
In this age of increased accountability, nonprofits are subjected to increased scrutiny in financial management, outcome measurement, and new service statistics. Service Statistics Service statistics may include an organization’s membership, numbers of clients served, and hours of service delivered. Organizations have a great …


NYSAN Program Quality Self-Assessment (QSA) Tool, 2nd Edition
Provides a 10-point framework of quality indicators to guide program stakeholders in reflecting on all aspects of program activities and operation. The QSA Tool User's Guide can be accessed in PDF or web-based formats

Outcomes Based Service Delivery Readiness Assessment Tool Outcomes Based Service Delivery Readiness Assessment Tool

This Readiness Assessment Toolwas developed, based on information from: “lessons learned”, in-depth consultations with Regions and Agencies, literature review and OBSD documents. Representatives from contracted agencies, Child and Family Service Authorities (CFSAs) and the Department have contributed significantly to its development. The Tool is intended to facilitate transition to OBSD and can be used by a range of stakeholders. It is designed to bring evidence-informed approaches into planning and implementation.

PerformWell PerformWell

PerformWell is a collaborative effort initiated by Urban Institute, Child Trends, and Social Solutions. PerformWell provides measurement tools and practical knowledge that human services professionals can use to manage their programs’ day-to-day performance. Information in PerformWell leverages research-based findings that have been synthesized and simplified by experts in the field. By providing information and tools to measure program quality and outcomes, PerformWell helps human services practitioners deliver more effective social programs. Read more about Performance Management.


Professional Quality of Life Elements Theory and Measurement
Compassion Satisfaction and Compassion Fatigue, Burnout, Secondary Traumatic Stress. Vicarious Traumatization and Vicarious Transformation
Professional Quality of Life Scale - Questionnaire for social workers to determine levels of compassion satisfaction and compassion fatigue in their current work situation.

Readiness Roadmap Readiness Roadmap

Readiness Roadmap 
An excellent diagnostic tool to assess organizational readiness and prepare to successfully engage in skills-based volunteering.

Reflect & Learn Reflect & Learn

CIDA's Organizational Assessment Guide
Prepared by the Canadian International Development Agency (CIDA)'s Evaluation Division Performance and Knowledge Management Branch and by Universalia, this "Organizational Assessment Guide" (2006) intends to guide and facilitate carrying OAs. It provides a "common framework for consistent application and guidelines for achieving an organization's capacities, its 'track record' in demonstrating performance, its ability to function effectively within its external environment.It is intended for use by Agency staff and consultants involved in the performance of organizational assessments. This easy-to-follow reference sets out a consistent and comprehensive approach to organizational assessment planning and design, implementation, reporting and the sharing of results.
Help organizations improve their performance by using Organizational Assessment (OA).
Your Introductory Guide to OA
OA Frameworks

Research Resilience Centre Research Resilience Centre

Evaluation Tool Basket
Designed to help programs and organizations complete their own internal evaluation. The tools are written in plain-language and there are numerous tools included so that each program or organization can choose which ones are relevant to them. The RRC is also available for consultation.

Resources for Methods in Evaluation and Social Research Resources for Methods in Evaluation and Social Research

This page lists FREE resources.The focus is on "how-to" do evaluation research and the methods used: surveys, focus groups, sampling, interviews, and other methods. Most of these links are to resources that can be read over the web. Also included are links to information about human research protection practices, research codes and guidelines, rights of the public, and others related to protection.

Simon Frazer University Simon Frazer University

Planning, Monitoring and Evaluation I (Available Online)
In this course, you will explore the theory, methods and practices for effective and responsive program planning that involves multi-stakeholder collaboration and ongoing evaluation.

TCC Group TCC Group

The Core Capacity Assessment Tool (CCAT)
A 146-question online survey that measures a nonprofit organization's effectiveness in relation to four core capacities—leadership, adaptability, management, and technical capacities—as well as organizational culture. Additionally, the tool helps organizations identify their lifecycle stage and provides a real-time findings report, a prioritized capacity-building plan, and the technology to generate self-selected benchmark reports from a national database of 2500+ nonprofits If you've taken TCC Group's Core Capacity Assessment Tool (CCAT), you already know that it is a comprehensive, valid, and reliable resource for organizational planning, capacity building, and research. But, did also you know that when taken more than once, the CCAT can serve as a tool for ongoing assessment? Hundreds of nonprofits and funders have used the CCAT to measure organizational progress, focus efforts, and advance their mission

University of British Columbia University of British Columbia

Evaluation for Leaders is a short course designed to show leaders how to better use evaluation in their day-to-day decision making. The course has seven units and each unit takes five to ten minutes to view.