Monitoring, evaluation & learning

We believe that monitoring and evaluation is a useful way of helping organisations to assess the difference their work has made to their beneficiaries and the lessons that have been learned. It also tells us if our funds have been well used.

We want to encourage organisations to set up a monitoring and evaluation system at the start of their grant so that they are clear about the information they need to collect and why. We offer support and training free of charge to help organisations do this if they need it. This is provided by Charities Evaluation Services.

We know that there are many different approaches to monitoring and evaluation and we do not insist on one particular approach. If organisations have already developed a monitoring and evaluation framework for other aspects of their work, this can be adapted for the work we are funding. What we ask is that the evaluation framework is clear about the organisation's aims, objectives, the differences it hopes to make (the anticipated outcomes) and how the organisation will know it has made those differences.
 We will accept joint reports to us and other funders, if this is appropriate. Please discuss this with us.

Guidance on monitoring and evaluation

Guidance on monitoring and evaluation for small groups.

What we will do with this information

All your reports will be read and summarised for our Trustees. This will help to increase our knowledge of the issues you are addressing and to reflect on our own funding priorities.

Second visits

During the period of your grant, you may be visited by one of our members of staff. The purpose of this second visit would be to discuss the issues arising from your work and your progress. We will contact you to arrange this, if you are selected for a second visit.

Additional support

If you require any additional support to monitor and evaluate your work, please contact us to discuss this further. 

If anything is unclear, please contact us

Share this page

Site designed and built by Lift