An evaluation checklist distills and clarifies relevant elements of practitioner experience, theory, principles and research to support evaluators in their work. The Evaluation Center at Western Michigan University, through their checklist project, seeks to advance excellence in evaluation by providing high-quality checklists to guide practice.
The checklists are organized below by evaluation tasks area. We are working to expand and improve the collection, so some task areas have more checklists than others
You must rely on your own judgment in determining whether a checklist fits your particular need. No representation or warranties are made that the checklists are fit for the particular use contemplated by the user and any such warranties or representations are disclaimed.
Evaluation Task Areas
Plan and manage use of resources involved in conducting an evaluation, including people, time and money.
- Evaluation Budget Development by Jerry Horn
- Evaluation Contracts by Daniel Stufflebeam
- Evaluation Plans and Operations by Daniel Stufflebeam
- Negotiating Agreements by Robert Stake
Identify stakeholders who should be informed about and involved in the evaluation and engage them accordingly in the evaluation.
- Evaluation Capacity Building by Boris Volkov and Jean King
- Institutionalizing Evaluation by Daniel Stufflebeam
Situating the Evaluation in Context
Identify the key characteristics of the program being evaluated and tailor the evaluation activities to the conditions in which the program operates.
- No Checklists
Applying Specific Evaluation Approaches
Draw on established evaluation approaches, theories and models to guide the evaluation process.
- CIPP Model by Daniel Stufflebeam
- Constructivist (a.k.a. Fourth Generation) Evaluation by Egon Guba and Yvonna Lincoln
- Deliberative Democratic Evaluation by Ernest R. House and Kenneth R. Howe
- Framework for Program Evaluation in Public Health: A Checklist of Steps and Standards by Goldie MacDonald
- Cadre pour l’évaluation du programme dans le domaine de la santé publique: Liste de contrôle des étapes et des normes by Goldie MacDonald
- Marco para el Programa de Evaluación en Salud Pública: Una lista de verificación de pasos y estándares by Goldie MacDonald
- Key Evaluation Checklist by Michael Scriven
- Qualitative Evaluation by Michael Quinn Patton
- Utilization-Focused Evaluation by Michael Quinn Patton
Designing the Evaluation
Determine what aspects of the program the evaluation will focus on and make decisions about how to structure the inquiry to serve intended purposes.
- Criteria for Selection of High-Performing Indicators: A Checklist to Inform Monitoring and Evaluation by Goldie MacDonald
- Critères de sélection d’indicateurs de haute performance: Liste de contrôle destinée à rendre compte du suivi et de l’évaluation by Goldie MacDonald
- Criterios de selección de los indicadores de alto rendimiento: Lista de verificación para brindar información sobre el monitoreo y la evaluación by Goldie MacDonald
- Evaluation Design by Daniel Stufflebeam
- Evaluation Questions Checklist for Program Evaluation by Lori Wingate and Daniela Schroeter
Collecting and Analyzing Data
Obtain and describe data to generate credible findings.
- No Checklists
Combine findings from data sources and use agreed-upon procedures and values to reach conclusions and judgments about the program.
- General Values and Criteria by Daniel Stufflebeam
Criteria for developing specific types of programs:
- Duties of the Teacher by Michael Scriven
- Educational Products by Michael Scriven
- Evaluating Credentialing Testing Programs by Gregory J. Cizek, Amy A. Germuth, Audra E. Kosh and Lorrie A. Schmid—Second Edition
- Evaluating K-12 Assessment Programs by Gregory Cizek, Lorrie A. Schmid and Amy A. Germuth—Second Edition
- Institutionalization of Technology in Schools by Catherine Awsumb Nelson, Jennifer Post and Bill Bickel
- Large-Scale Assessment Programs by Lorrie Shepard
- Research and Development Center by Daniel Stufflebeam [Draft]
Reporting Results and Promoting Use
Describe and communicate the evaluation’s processes and results in a way that encourages understanding and use of results by stakeholders.
- Checklist for Program Evaluation Report Content by Kelly N. Robertson and Lori A. Wingate—New Checklist
- Evaluation Feedback Workshops by Arlen Gullickson and Daniel Stufflebeam
- Evaluation Reports by Gary Miron
- Making Evaluation Meaningful to All Education Stakeholders by Paula Gangopadhyay
Evaluating the Evaluation (Metaevaluation)
Assess the quality of the evaluation.
- AEA Guiding Principles by Daniel Stufflebeam, Leslie Goodyear, Jules Marquart and Elmima Johnson
- Legal Viability of Personnel Evaluations by Daniel Stufflebeam and Diana Pullin
- Personnel Evaluation Systems by Daniel Stufflebeam
- Personnel Evaluations by Daniel Stufflebeam
- Program Evaluation Models
- Program Evaluations (long version) by Daniel Stufflebeam
- Program Evaluations (short version) by Daniel Stufflebeam