Reporting and Evaluation

Why is reporting and evaluation important? It is a useful way of helping organisations assess the difference their work has made and lessons learnt. It tells us if our funds have been well used.

For grantees who have been awarded a grant prior to 2017, please email your Evaluation Plan, Interim and Final Reports to:

Stage One

As soon as your funding has been agreed we will offer you a free training place on a course run by the NCVO Charities Evaluation Service. The course covers the essential information you need to develop an evaluation plan as well as looking at some simple data collection methods.

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, so if this is likely to cause you a problem, please discuss this with your Grants Manager. Please note – you do not need to wait 6 months to submit your plan, you can do this sooner, if you prefer.

Note: If you are funded as part of our Small Groups Programme you are not required to submit an evaluation plan, although we would encourage you to do so and take up the training offer.

Further guidance note reporting and evaluation is available here. If you already produce evaluation reports in a different format, that covers everything outlined in the documents, then that is also acceptable.

Stage Two

If you have been funded for more than one year then mid-way through your grant, you will be expected to submit an interim evaluation report.
 It is important that you submit this report mid-way through your grant in order to release your next payment. We will remind you when this is due and give you three months notice to write it. The outline for the interim evaluation report is available to download here.

Please note: If you are funded for one year you only need to refer to Stages One and Three.

Stage Three

At the end of your grant, you will need to submit a Final Evaluation Report. This should be submitted within three months of when the funded work has come to an end, or 9 months from when your final instalment was paid. In addition, you will all be expected to submit your annual report and accounts for every year of your grant.

The outline for the final evaluation report is available to download here.

What will we do with the information you give?

All your reports will be read and summarised for our Trustees. This helps 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 progress. We will contact you to arrange this, if you are selected for a second visit.

Additional support

If you require any additional support or anything is unclear, please contact us.

Conditions of grant

More information on the conditions of grant here.

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