EVALUATION PLAN CHECKLIST

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Evaluator:

Evaluand:

Rate each item on a 10 point scale ranging from 1 = "inadequate" to 10 = "superior".

CRITERIA DESCRIPTION POINTS

Introduction and Background A brief orientation to the evaluation context and an overview of the organization of the plan are provided. The evaluand, clients, and evaluators are identified. The reader can understand the nature of the evaluand and the context for the evaluation.

Purposes The purposes of the evaluation are delineated clearly, including both formative and summative aspects if they are relevant.

Audiences Relevant primary and secondary audiences for the evaluation are identified.

Decisions and Questions The decisions that may be influenced by the evaluation as well as the specific questions addressed by the evaluation are identified. The articulation between decisions and questions is sound.

Methods The methods to be used in the evaluation are thoroughly described. Methods are appropriate within the constraints of evaluation resources such as time, budget, and personnel.

Sample The participants from whom data will be collected for the evaluation are identified. Participants might include students, teachers, instructional designers, and/or managers. The participants are appropriate to the purposes of the evaluation and the sample size is adequate to questions and methods.

Instrumentation The evaluation instruments and tools to be used are described and a rationale for their use is provided. Reliability and validity are addressed. Draft instruments are provided in appendices.

Limitations Limitations to the interpretation and generalizability of the evaluation as well as potential threats to the reliability and validity of the design and instrumentation are described.

Logistics and Time Line The parties responsible for various aspects of data collection, analysis, and reporting are clarified. Additional information about how the evaluation will be conducted should be included if it is necessary to communicating a clear plan. A reasonable schedule for implementation of the report is planned, including adequate time for analysis and report preparation.

Budget An adequate budget has been allocated for the evaluation. The amount to time required to conduct the evaluation and the fees associated should be estimated.

RATING TOTAL.............................................................

Comments:

CRITERIA	DESCRIPTION	POINTS
Introduction and Background	A brief orientation to the evaluation context and an overview of the organization of the plan are provided. The evaluand, clients, and evaluators are identified. The reader can understand the nature of the evaluand and the context for the evaluation.
Purposes	The purposes of the evaluation are delineated clearly, including both formative and summative aspects if they are relevant.
Audiences	Relevant primary and secondary audiences for the evaluation are identified.
Decisions and Questions	The decisions that may be influenced by the evaluation as well as the specific questions addressed by the evaluation are identified. The articulation between decisions and questions is sound.
Methods	The methods to be used in the evaluation are thoroughly described. Methods are appropriate within the constraints of evaluation resources such as time, budget, and personnel.
Sample	The participants from whom data will be collected for the evaluation are identified. Participants might include students, teachers, instructional designers, and/or managers. The participants are appropriate to the purposes of the evaluation and the sample size is adequate to questions and methods.
Instrumentation	The evaluation instruments and tools to be used are described and a rationale for their use is provided. Reliability and validity are addressed. Draft instruments are provided in appendices.
Limitations	Limitations to the interpretation and generalizability of the evaluation as well as potential threats to the reliability and validity of the design and instrumentation are described.
Logistics and Time Line	The parties responsible for various aspects of data collection, analysis, and reporting are clarified. Additional information about how the evaluation will be conducted should be included if it is necessary to communicating a clear plan. A reasonable schedule for implementation of the report is planned, including adequate time for analysis and report preparation.
Budget	An adequate budget has been allocated for the evaluation. The amount to time required to conduct the evaluation and the fees associated should be estimated.