Evaluation Frameworks, Models, Assessments, Tools and Resources

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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.

ALIGN Resources ALIGN Resources

The Alberta ALIGN Association of Community Services actively supports members in their evaluation and outcomes initiatives - take a look through our resources!

ALIGN/Ministry OBSD Newsletter
ALIGN Journals
ALIGN Presentation and Training Resources
ALIGN Collaborative Documents and Initiatives
ALIGN Reports - Includes Annual Member Surveys - Stats and Data

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.

Bolder Avocacy Bolder Avocacy

PowerCheck
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

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).

CCAT Data Findings CCAT Data Findings

The Core Capacity Assessment Tool (CCAT)
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. The CCAT is generally taken by all senior staff and at least two to three board members. The organization chooses one person to be the CCAT Organizational Lead (Org Lead) who will be responsible for the CCAT administration and downloading the report. After purchasing the CCAT, the Org Lead is notified to begin the CCAT administration process. First, the Org Lead enters the names and email addresses for all individuals who are being invited to take the CCAT. Then the Org Lead emails login instructions to these individuals through the CCAT system. Each person answers 146 questions about the organization. One person also provides descriptive information about the organization (including budget size, staff size, area of focus). After everyone has taken the survey, the Org Lead receives an email that the report is ready to be accessed online. The CCAT report only shows responses in aggregate — providing reliable information and maintaining each individual's confidentiality

CDC CDC

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!

COCo COCo

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

Social Sector Data & Impact Certificate
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.

Evalwise Evalwise

The Use of Rapid Evaluation Methods to Improve Performance (Part 1)
Summative evaluation studies generate robust findings, but are often costly to implement and can take a long time to complete. Performance measurement activities, on the other hand, are helpful for monitoring program services and outcomes, but may not pinpoint specific performance issues or improvement strategies. The use of rapid evaluation methods offers a middle strategy that can provide a “balance between speed and trustworthiness” (McNall & Foster-Fishman, 2007) in the collection, analysis and use of data to support program improvement and performance efforts…
The Use of Rapid Evaluation Methods to Improve Performance (Part 2)
While performance data are used on an ongoing basis to monitor the quality of service provision and the consistency or strength of outcomes, rapid evaluation methods can use these same data to support short-term studies to drive improved performance. The range of topics that might be pursued is quite varied

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.

IEG IEG

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.

J.W. McConnell Family Foundation J.W. McConnell Family Foundation

A Developmental Evaluation Primer
Developmental evaluation supports the process of innovation within an organization and in its activities. Initiatives that are innovative are often in a state of continuous development and adaptation, and they frequently unfold in a changing and unpredictable environment. This intentional effort to innovate is a kind of organizational exploration. The destination is often a notion rather than a crisp image, and the path forward may be unclear. Much is in flux: the framing of the issue can change, how the problem is conceptualized evolves and various approaches are likely to be tested. Adaptations are largely driven by new learning and by changes in participants, partners and context.

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.
Quality
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

Mission Accomplished Mission Accomplished

Four Online Resources for Nonprofit Evaluation
Because of the various types of evaluation available – including outcomes tracking, performance management, and social impact assessments – it is also important to seek out the specifics of what your funders expect from their supported agencies. Whether your organization has an existing evaluation process or is creating a completely new outcomes framework, these four resources can help ensure that you meet, and exceed, expectations...

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.

NHTSA NHTSA

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 NYSAN

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

OCASI OrgWise Organizational Standards Project OCASI OrgWise Organizational Standards Project

OCASI OrgWise Organizational Standards Project
Unsure of how healthy your organization is? Then OrgWise can help! The OrgWise Organizational Standards Assessment tool allows organization leaders’ to better understand their organization’s strengths, champion successes and identify areas for growth. Once areas of limitations are discovered Orgwise will link you to free resources that will help you to strengthen your organization systems, set priorities, articulate clear objectives, and forecast the future in terms of anticipated shifts in political and economic realities.

Ontario Nonprofit Network Ontario Nonprofit Network

Our 2020 Vision for Nonprofit Evaluation: Let’s Be Bold! is an attempt to more clearly articulate a strong shared vision about what nonprofits want evaluation to be and do. To that end, we asked ourselves a very basic question (and gave ourselves a few years to get there): What if, by the year 2020, we had a system of evaluation that really worked for nonprofits?

Whaddaya mean, “evaluation?” — Mismatched expectations in nonprofit measurement evaluation is a word that gets used a lot. Different kinds of data gathering approaches with different purposes sometimes get lumped together under the general heading of evaluation. This can lead to miscommunication and unrealistic expectations...

Unpacking Nonprofit Evaluation: Who is taking the risks and who is making the decisions? Discussion around the relationship between evaluation and accountability.

 

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.

Percent Change Calculator Percent Change Calculator

Percent Change Calculator
An excellent tool for analyzing data. You can easily determine the percentage change of two values without having to remember the formula by simply entering the two values into the calculator and it gives you the percentage change

PerformWell PerformWell

Program Self-Assessment: Our “Culture of Work” Environment
This inventory will help staff determine if they are creating a program environment that reflects the expectations and norms of a real workplace.

Self Sufficiency Matrix The matrix is designed to be flexible: any combination of scales can be used, based on the goals and strategies of individual programs. In addition, each scale was developed independently on a continuum from “in-crisis” to “thriving” and allows for the measurement of client progress or maintenance over time. The matrix will be very helpful in a variety of settings: as a case management tool to document client progress towards self-sufficiency, as a self-assessment tool for individuals who wish to determine their own strengths and areas for improvement, as a program management tool for agencies to assess the effectiveness of the services being offered and how to direct resources, as a measurement tool for grant makers to clearly articulate their funding priorities, and as a communication tool for demonstrating the success of local programs, as well as sharing information about community conditions with the general public and policymakers.

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.

SAGE SAGE

New Report from SAGE October 2, 2017 "Law & Governance of Secondary Data Use: Obligations of Not-For-Profit Organizations in Alberta"

Issues in the Evaluation of Human Services Delivery
There is general agreement that human services (i.e., services that depend on direct inter personal contact between a deliverer and a client) are difficult to evaluate. This article points out some of the sources of this difficulty: first of all, the theories lying behind the delivery systems are often deficient. Second, delivery of such services is highly operator- dependent and hence often radically transformed in delivery, in ways that tend to negate the intended treatment effects. A strategy for the evaluation of human services delivery is proposed consisting of several steps, in which the underlying theory is first tested, next the ability of any system to deliver the services in question, and finally whether given delivery systems can deliver a relatively pure version of the service.

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.

Social Solutions Social Solutions

Case Management
Become a high-performing human service organization

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

United Way of Greater Toronto United Way of Greater Toronto

PEOD (Program Effectiveness Organizational Development)
Evaluation ClearinghouseThe United Way of Greater Toronto created this site to help agencies locate both print and on-line evaluation resources - including how-to manuals, reports, bibliographies, and relevant research - that will facilitate the application of outcome measurement within their agencies. has developed this online Clearinghouse to help steer people through the labyrinth of evaluation resources that are available (from toolbox –data)