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Northeast > Resources

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I have located and hired an evaluator to conduct our evaluation. How can I best work with him/her in order to get the most out this work?

Below is a list of tips useful in monitoring and assessing an evaluator's work:

  • Come to an agreement on the scope of work that is needed. Before any evaluation work begins, you and the evaluator should be in agreement on the specific work that will be performed. A list of tasks and subtasks should be prepared, including any deliverables (e.g., reports, meeting presentations, or other products) that are associated with each task. Use the drafted evaluation plan that your evaluator submitted during the hiring process as the basis for this discussion. The tasks and deliverables can be changed as time goes on, but the evaluator should not work on activities outside the established scope of work without your agreement.
  • Come to an agreement on the scope of work that is needed. Before any evaluation work begins, you and the evaluator should be in agreement on the specific work that will be performed. A list of tasks and subtasks should be prepared, including any deliverables (e.g., reports, meeting presentations, or other products) that are associated with each task. Use the drafted evaluation plan that your evaluator submitted during the hiring process as the basis for this discussion. The tasks and deliverables can be changed as time goes on, but the evaluator should not work on activities outside the established scope of work without your agreement.
  • Establish a timeline for reports and other products. Due dates should be established for each deliverable listed in the scope of work. Consider requiring drafts of reports and other important products as deliverables so that changes can be made in those deliverables before they are submitted in final form. Time should be built into the deliverable schedule to allow you and your staff to review and comment on draft products and for the evaluator to revise the drafts for final submission. It is helpful to include in the schedule due dates for your comments on draft products. Those dates will help to keep things on schedule. Monitoring the evaluator's adherence to the schedule is part of assessing their performance.
  • Write a contract. An important part of managing an evaluator is preparing a contract for the evaluation work. Important content that should be included in the contract includes the following:
    • Scope of work. The contract should include the list of evaluation tasks that will be performed, all evaluation deliverables, and due dates for the completion of tasks and the submission of deliverables.
    • Evaluation personnel and task responsibilities. It is important to identify who will do the work. Evaluations often involve a team in which there is a senior evaluator who heads the team and junior staff who do much of the work. Delegation of responsibilities is to be expected. However, you should know which tasks the head evaluator will perform and which tasks will be carried out by assistants. The contract should also specify any evaluation tasks that will be the responsibility of your program staff.
    • Ownership of data. The contract should specify who owns the information and data collected by the evaluator and who has the publication rights. The program or its parent agency usually owns this information. Authorized agency staff should always clear release of information to outside parties. This includes the publication of data in professional papers and journal articles.
    • Expected contacts with the program. The evaluator needs to keep the program staff informed about the status of the evaluation. The contract should specify any required progress reports, meetings with the program staff, and attendance at other meetings.

      Related Northeast CAPT Resources:

      Distance Learning Course: Locating, Hiring, and Managing an Evaluator For more information on this course, e-mail Melanie Adler, Manager of Distance Learning Programs, at madler@edc.org


      Developing an evaluation plan http://www.captus.samhsa.gov/northeast/resources/faq/faq29.cfm
      I need to develop an evaluation plan for my program. What are the essential elements I should consider?


      Finding an evaluator http://www.captus.samhsa.gov/northeast/resources/faq/faq19.cfm
      I am a program coordinator who wants to conduct an evaluation of my program. Do you have any suggestions about how I can find an evaluator?


      Locating an evaluator in the Northeast http://www.captus.samhsa.gov/northeast/resources/faq/faq27.cfm
      I live in the Northeast region and am trying to locate potential Evaluators/Evaluation groups for my program. Who are the evaluators within the region and how do I select the one that is best for my needs?

      Minimizing evaluation costs http://www.captus.samhsa.gov/northeast/resources/faq/faq30.cfm
      What are some ways I can minimize the costs of evaluating my program?


      Please contact the Northeast CAPT at capt@edc.org for more information.

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Page last updated: 07/06/2007