Evaluation Memo

Several clients have more than one evaluation project happening at the same time.  Evaluation project activities including data collection, analysis, and reporting differ for each of the projects. As a means to consolidate all of the activities in a monthly snapshot I developed the evaluation memo.

An evaluation memo is a monthly correspondence (1-3 pages) between myself and a client that initiates a dialogue that:

  • Recaps evaluation activities that occurred that month
  • Poses questions to clients that need responses for the evaluation to move forward
  • Requests additional documents, data, or information, and
  • Shares upcoming activities and deliverables related to our program evaluation work

The monthly evaluation memo serves as a running record of recent past evaluation work, upcoming evaluation work, and a current client to-do list to keep the evaluation moving forward and on-track.