Evaluation is a way for organisations to assess the difference their work has made, learn valuable lessons and increase impact. We use your evaluation reports to understand if our funds have been well used, to learn ourselves and to share learning with others.
We know that organisations that reflect and learn from their work do better, and we want to support you to be able to use monitoring and evaluation tools to improve your work, and better tackle poverty and inequality. We also really value and use the reports you send us. They help us understand how our funds are being used, and identify learning for ourselves or others doing similar work.
We offer training and provide simple templates for our funded partners to use. If you're reporting on the same project to another funder, or use another approach, we are happy to accept different formats that include the key points. Please get in touch with your grant manager to discuss training, support or using different frameworks.
You’ll find all the details on the process for reporting on your grant on this page, and all the relevant documents to download at the end.
Stage one - planning
Within six months of your grant starting you will need to submit an evaluation plan. The release of your next grant payment will be dependent on you submitting this plan. If this is likely to cause you a problem, please contact your grants manager.
You don’t need to wait six months to submit the plan, you can send it as soon as it’s ready. Three months before the deadline, we'll send you a link to the online evaluation plan form. If you'd like the link sooner, please contact your grant manger.
If you're funded as part of the connected communities programme you do not have to send us an evaluation plan. We do encourage you to take up the training, and send us a plan if you can as we think it will help your project.
Stage two - interim report
If you've been funded for more than a year, mid-way through your grant you need to send us an interim evaluation report. We need to receive this report in order to release your next payment. We will remind you when it is due and give you three months notice to write it.
The report is completed online, and we'll email you a link to the form. A preview of the questions in the form is available to download below. You can complete the answers directly into the form online or copy and paste them from a word document. You'll be able to save and return to the form at any time before you submit it.
When you’ve completed the report form, you’ll also be asked to confirm the last four digits of your organisations bank account, and the names of the signatories. This means we can release your next payment without asking you for more information.
If you're only funded for one year you won’t need to send an interim report.
Stage three - final report
At the end of your grant, you will need to submit a final evaluation report either within three months of when the funded work has come to an end, or nine months from when your final instalment was paid.
We'll send you an email reminder when the report is due, with a link to the online form. A preview of the questions in the form is available to download below. You can complete the answers directly into the form online or copy and paste them from a word document. You'll be able to save and return to the form at any time before you submit it.
30 March 2023