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.