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Practical Guides

This section aims to offer some guidance on issues surrounding evaluation in practice. The resources below range from case studies to guides to indicators and mind mapping techniques.

 

A Little Book of Evaluation
(DFES) 2001
Keywords: evaluation, general.
Summary:  The book was originally designed to support Connexions’ project managers, but it contains general information on evaluation applicable to other contexts as well.
Download: LBE

Additionality Guide: A Standard Approach to assessing the Additional Impact of Projects
(English Partnerships) 2004
Keywords: impact, addtionality
Summary: This guide explains how to assess the additional impact or additionality of a regeneration project. It draws upon the input of industry experts and real life examples gathered from across England.
Download: Additionality Guide

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Basic Impact Assessment at Project Level
Kirkpatrick, C and Hulme, D (EDIAIS)
Keywords: impact, evaluation
Summary: This report examines the underlying principles and basic methods of assessing impact on development projects. It is written in a way that assumes previous experience in monitoring and evaluation.
Download: Basic Impact

Communities Count: The LITMUS test 
Lingayah, S and Sommer, L. (new economics foundation, Southwark Council) 2001
Keywords: indicators, community development
Summary: This booklet presents the result from the LITMUS (Local Indicators to Monitor Urban Sustainability) test, which focuses on community-based indicators, as effective tools for involving local people in improving local quality of life.
Download: www.neweconomics.org

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Evaluation Guide 7: Using assessment data for evaluation
(Scottish Executive, Effective Interventions Unit)
Keywords: impact, evaluation, drugs
Summary: This guide briefly outlines definitions, purposes and principles of assesment and examine how specific tools can be used in evaluation. It is primarily aimed at data collection by drug services.
Download: Evaluation Guide 7 

Evaluation Guide 9: Evaluating employability programmes 
(Scottish Executive, Effective Interventions Unit)
Keywords: impact, evaluation, employment
Summary: This guide explains aims and objectives of employability projects and associated evaluations. It focuses on 'soft' employability outcomes, indicators and tools for measuring them
Download: Evaluation Guide 9

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Everyday Evaluation on the Run
Wadsworth, Y (Allen & Unwin) 1997
Keywords: evaluation, theory, methodologies
Summary: This book provides an overview of evaluation theory, different methodologies and practices and provides useful summaries of different evaluation models and techniques
ISBN: 1-86448-416-0

First Steps in Impact Assessment
(Llloyds TSB Foundations) 2001
Keywords: impact, assessment
Summary: This is a case study of a pilot by Lloyd’s TSB to develop a tool to measure the impact their funding was having across grants. It provides details of the research methods.
Website: www.lloydstsbfoundations.org.uk

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Food Indicators Toolkit: The toolkit to develop local food indicators  
Vaughan, Alexis (SAFE Alliance), 1999
Keywords: indicators, food, environment
Summary: This toolkit is intended to help local authorities or local groups develop food indicators. It explains the key concepts, whilst providing practical examples and plenty of case studies.
Website: www.sustainweb.org/indi_fit.asp

Forest School Evaluation Project: A Study in Wales  
Murray, R (new economics foundation) 2003
Keywords: evaluation, Prove it!, case study
Summary: This report is primarily a case study for Forest Schools, but is also useful for understanding how the Prove It tool can be used. It has a focus on self-appraisal and provides guidance for how to do this.
Download: Forest Schools Evaluation

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Getting Ready for Quality: Learning from Experience- A practical approach
Centre for Voluntary Action Research at Aston Business School (NCVO, QSTG, CES), 2004
Keywords: quality, voluntary sector
Summary: This guide exploresthe impact of quality systems in the English voluntary and community sector, offering advice on how to prepare your organisation for quality systems, choosing the right system and successful implementation.
Download: www.ncvo-vol.org.uk/asp/search/ncvo/main.aspx?siteID=1&sID=6&subSID=
83&documentID=1971

Guide to Measuring Soft Outcomes and Distance Travelled
Dewson S, Eccles J, Tackey ND, Jackson A (DfES/ESF) 2001
ISBN (no ISBN)
Keywords: employment, distance travelled, outcomes
Summary: This guide provides advice on and methods for the measurement of soft outcomes and distance travelled within the context of employment issues. 
Download: Soft outcomes and distanced traveled

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Guidelines and framework for designing a basic logic model
McNamara, C. 2000
Keywords: logic framework, planning, analysis, outcomes
Summary: It provides the framework, guidelines and examples for readers to develop their own logic model.
Website: www.managementhelp.org/np_progs/np_mod/org_frm.htm 

Guidelines for Company Reporting on Greenhouse Gas Emissions
(DEFRA) 2005
Keywords: logic framework, planning, analysis, outcomes
Summary: These documents intend to help businesses measure and aggregate the emissions produced from energy use, industrial processes and transport, set targets to reduce emissions, achieve savings and report on performance.
Website: www.defra.gov.uk/environment/business/envrp/gas/envrpgas.pdf

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How do we find out? Issues in collecting information
Mayoux, L (EDIAIS, WISE) 2002
Keywords: evaluation, impact, method
Summary: This report walks the reader through the main issues to consider when collecting information for impact assessment.
Download: Howdowefindout-collectinginformation 

How to become an investor in people: A guide for the Voluntary Sector
(Voluntary Sector National Training Organisation) 2002
Keywords: quality, tool
Summary: It provides guidance on how to become an Investor in People and uses the experiences of voluntary organisations that have achieved Investor in People status to make the process clearer and more accessible.
ISBN 0 7199 1607 0
Download:: www.ncvo-vol.org.uk/asp/search/ncvo/main.aspx?siteID=1&sID=6&subSID=75
&documentID=334

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Impact Assessment and Stakeholder Analysis
Gavin, T and Pinder, C (EDIAIS)
Keywords: impact, evaluation, stakeholders
Summary: This document gives a basic introduction to what stakeholders are and describes how to identify key stakeholders and key issues for partnership with them.
Download: StakeholderAnalysis

Key Social and Co-operative Performance Indicators: Guidance document
(National Centre for Business and Sustainability, Co-operativesUK) 2004
Keywords: indicators, social, co-operatives
Summary: This document goes through 10 indicators, explaining how to collect and analyse the data. While some of the indicators are specific for co-operatives, a lot of them are useful to most social enterprises.
Download: GuidanceDocument

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Local Quality of Life Counts. A handbook for a menu of local indicators of sustainable development
(DEFRA) 2000
Keywords: indicators, sustainable development, local community
Summary: This handbook is written to provide guidance and ideas for measuring sustainable development in local communities. It gives a menu of 29 indicators that can be used to measure social, environmental and economic impacts.
Download: localqolc

Managing outcomes: a guide for homelessness organisations
Keywords:
outcomes, indicators, homeless
Summary: This practical handbook is primarily for those working in the homelessness field, but could also be used by organisations working in related areas, such as housing or substance abuse.
Download: www.ces-vol.org.uk

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The Maudsley Addiction Profile (MAP): A brief instrument for assessing treatment outcome, Marsden, J. et al
(Addiction 93(12): 1857-1867), 1998
Keywords: indicators, health, assessment, methods
Summary: The MAP aims to develop a brief, multi-dimensional instrument for assessing treatment outcome for people with drug and/or alcohol problems.
Download: Map 

Measuring Up: Key Findings from the National Umbrella Forum's Pilot Benchmarking Club  Mitchell, L; Duerdoth, N. and Turner, M.  (NCVO) 2004
Keywords: benchmark, measurement
Summary: This report presents the results from a pilot, with analysis and policy proposals. 
Website: www.ncvo-vol.org.uk/

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Mind Maps at Work – How to Be the Best at Your Job and Still Have Time to Play
Buzan, T. (HarperCollins) 2004
Keywords:  improvement, troubleshooting.
Summary: This book explains the ‘Mind Mapping’ technique developed by the author, presenting tips and exercises to solve problems at work.
ISBN: 0452286824 

Monitoring and Evaluation of Community Development in Northern Ireland 
(Voluntary Activity Unit, DHSS) 1996
Keywords: monitoring, evaluation, indicators, community development
Summary: This report is an examination of indicators for the measurement of the performance of community development in Northern Ireland. Some sections give guidelines on evaluation and identifying indicators.
Website: www.dhsspsni.gov.uk 

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Monitoring regeneration: a health indicators toolbox for Practitioners
Bardsley, M, Cave B and Jacobson B (The Health of Londoners Programme) 2001
Keywords: indicators, impact, health, regeneration
Summary: This toolkit is primarily aimed at health practitioners, but can prove useful to social enterprises with a focus on regeneration and/or health. It explains basic concepts and gives examples.

Participatory Methods
Mayoux, L (EDIAIS)
Keywords: evaluation, impact, method
Summary: This report explains the key features of participatory methods and their uses. It does not, however, go into detail on how to perform participatory methods.
Download:
ParticMethods 

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Practical Monitoring and Evaluation: A guide for voluntary organisations (4 booklet pack) 
Ellis, J (CES) 2002
Keywords: monitoring, evaluation
Summary: This is a comprehensive and definitive guide to monitoring and evaluation for voluntary and community organisations. It takes the form of accessible 'how to' guides to monitoring and self-evaluation.
Website: www.ces-vol.org.uk/html/bookshop.htm

Promoting Excellence in Scotland: A guide to quality schemes and the delivery of public services
(Open Scotland, Scottish Executive) 2005
Keywords: quality, tools, case study      
Summary: This report provides summaries of six quality schemes and tools, comparisons of them, as well as case studies of how they have been used.
Download: Promoting Excellence

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Qualitative Methods
Mayoux, L (EDIAIS)
Keywords: evaluation, impact, method
Summary: It focuses on how qualitative methods can complement other methods as part of an integrated impact assessment. It covers the basics of qualitative methods, and guidance on how to use them.
Download: QualMethods

Self-evaluation: a handy guide to sources
(New Opportunities Fund) 2003
Keywords: evaluation, resources
Summary: This is a short guide with details of self-evaluation resources, and brief summary of key content.
Website: www.nof.org.uk

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Self-assessment workbook
(QSTG) 2000
Keywords: measurement, self-assessment
Summary: This is a practical workbook which takes the reader through the main steps of a self-assessment process. It helps organisations identify areas for improvement and prioritize actions.
Download: self-assessment

Social capital for health: issues of definition, measurement and links to health
(NHS Health Development Agency) 2004
Keywords: indicators, health, social capital
Summary: This report presents a collection of quantitative research projects that investigate the relevance of the concept of social capital to health development in England.

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Soft Indicators: Recognising Progress—Toolkit
(renewal.net)
Keywords: indicators, evaluation
Summary: This document goes through the importance of soft indicators and how to measure them.
Download: Softindicatorsrecognising

Validation of the Christo Inventory for Substance-misuse services (CISS)
Christo, G., Spurrell, S. and Alcorn, R. (Drug and Alcohol Dependence, 59, 189-197) 2000
Keywords: outcomes, questionnaire
Summary: The CISS is a 10-item questionnaire producing a single score of 0 to 20 which is a general index of client problems. It can also be used to monitor client dysfunction at intake and improvement over time.
Website: http://users.breathemail.net/drgeorgechristo

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What do we want to know? Selecting Indicators
Mayoux, L (EDIAIS, WISE)
Keywords: indicators, impact
Summary: It gives a good introduction to indicators and impact measurement. It explains many of the main concepts and puts them into context for better understanding.
Download: SelectingIndicators 

Your Project and Its Outcomes 
Cupitt, S. and Ellis, J. (Community Fund and CES), 2003
Keywords: outcomes, evaluation, voluntary sector
Summary: This guide walks an organisation through the process of defining and identifying outcomes and goes through the key concepts in a simple way. It aims to assist in reporting to funders and for internal improvement
Download: outcomes-guide

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Evaluation toolkit for the Voluntary and Community Arts in Northern Ireland
(The Arts Council in Northern Ireland, Annabel Jackson Associates) 2004
Keywords: evaluation, indicators, questionnaires
Summary: This toolkit goes through the various stages of evaluation and provides explanations of many of the key concepts and it gives templates for forms and questionnaires that can be adapted.
Download: VoluntaryCommunityArtsEvalToolkit

RTD Evaluation Toolbox – Assessing the Socio-Economic Impact of RTD Policies
Fahrenkrog, G. et al. (eds.) IPTS Technical Series, EUR 20382 EN (ECSC-EEC-EAEC) 1990
Keywords: research & development, technology, evaluation
Summary: This report analyses the role of evaluation within the context of technology and Research & Development policy and structures. It also reviews evaluation methodologies.
Website: www.jrc.es

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