Trust for London: Guidance on Monitoring and Evaluation
We recognise that small groups have limited capacity to undertake in-depth monitoring and evaluation. However, we are keen to encourage you to recognise the value of undertaking such work for your own learning and development as well as for the benefit of funders and others doing similar work.
To encourage you to reflect on your work and to assess the difference the work we have funded has made to your beneficiaries, we require you to write a final evaluation report. This needs to be submitted at the end of your grant. Please note that further funding will be dependent on this report being submitted.
You will also need to send us a copy of your annual accounts and an annual report, if you produce one. If your grant is for more than a year, please make sure you send us your most recent accounts each year.
A. Final Evaluation Report
Please submit a report answering the questions listed below. It is useful to look at these questions at the start of your grant so that you know what information you need to collect.
1. Background Information
•Name of person completing the report
•Position in the organisation
•How much funding were you awarded?
• What was the funding for?
2. Describe the work you have undertaken with our funding?
3. Who and how many have benefited? (Provide monitoring data if you have this)
4. What difference has the grant made and how do you know? (Provide us with as much evidence as possible)
5. What were your most significant achievements?
6. Did any problems occur during the lifetime of the grant? If 'yes', how did you try and resolve them?
7. What lessons have you learned from the work?
8. Have there been any organisational issues, which have affected the work? (e.g. staffing, premises etc)
9. Will the work continue beyond the life of our grant? If so, please tell us in what way and what funding you have or need to secure.
10. Apart from providing you with further funding, is there any other way in which we could have supported you?
Please use these questions as headings when completing your final evaluation report. In addition, feel free to give us any other information that you consider is relevant and of interest. There is no set rule as to how long the report should be, but normally we would expect between two to four A4 pages.
We really want to know how our funding is used, so please do take some time in looking at and answering the questions listed above.
We also welcome any comments (positive or negative) you want to make on any aspect of your involvement with the Trust during the life of your grant, including this reporting framework.
The outline for the Guidance on Monitoring and Evaluation is also available to download below:
Guidance on Monitoring and Evaluation
Please return your report, preferably by email to evaluationtfl@cityparochial.org.uk or to Evaluation Officer, 6 Middle Street, London EC1A 7PH
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.
B. 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.
C. 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.
And add the following to the Trust guidance:
Useful Links
Charities Evaluation Service www.ces-vol.org.uk
Provides advice, support and training on all aspects of monitoring and evaluation for the voluntary and community sector. CES has a sliding scale for training fees to help smaller organisations.
First steps to Monitoring and Evaluation
http://www.ces-vol.org.uk/downloads/firstmande-15-21.pdf
Become More Effective - An introductory guide to Refugee Community Organisations
http://www.ces-vol.org.uk/downloads/becomingmoreeffective-224-231.pdf
JargonBusters www.cafonline.org/default.aspx?page=7589
JargonBusters defines and explains some of the terms funders and support agencies use. It considers the ideas behind the jargon, and helps funders use words more clearly.
One of six national hubs of expertise funded by the Home Office through the ChangeUp programme, to help the voluntary and community sector to improve their performance.
Posted by cpadmin on June 27, 2005 12:26 AM to Trust for London
http://www.trustforlondon.org.uk/monitoring/guidance_on_monitoring_and_evaluation.html