File Type - Checklist

Checklist: ATE Evaluation Plan

Posted on August 21, 2018 by  in Resources ()

Updated August 2018!

This checklist provides information on what should be included in evaluation plans for proposals to the
National Science Foundation’s (NSF) Advanced Technological Education (ATE) program. Grant seekers should carefully read the most recent ATE program solicitation (ATE Program Solicitation) for details about the program and proposal submission requirements.

ATE Evaluation Plan Checklist Field Test

EvaluATE invites individuals who are developing proposals for the National Science Foundation’s Advanced Technological Education (ATE) program to field test our updated ATE Evaluation Plan Checklist and provide feedback for improvement.

The field test version of the checklist is available below.

How to participate in the field test:
(1) Use the checklist while developing the evaluation plan for an ATE proposal.
(2) After you have completed your proposal, complete the brief feedback form.

After a few questions about the context of your work, this form will prompt you to answer four open-ended questions about your experience with the checklist:
• What was especially helpful about this checklist?
• What did you find confusing or especially difficult to apply?
• What would you add, change, or remove?
• If using this checklist affected the contents of your evaluation plan or your process for developing it, please describe how it influenced you.

Thank you for your assistance!

File: Click Here
Type: Checklist
Category: Proposal Development
Author(s): Lori Wingate

Checklist: Communication Plan for ATE Principal Investigators and Evaluators

Posted on October 17, 2017 by , in Resources (, )

Creating a clear communication plan at the beginning of an evaluation can help project personnel and evaluators avoid confusion, misunderstandings, or uncertainty. The communication plan should be an agreement between the project’s principal investigator and the evaluator, and followed by members of their respective teams. This checklist highlights the decisions that need to made when developing a clear communication plan.

File: Click Here
Type: Checklist
Category: Checklist, Evaluation Design
Author(s): Lori Wingate, Lyssa Becho

Checklist: Project Vita

Posted on July 12, 2017 by  in Resources ()

This checklist is designed to help with the creation of a project vita. Similar to an individual’s professional vita or resume, a project vita is a comprehensive index of factual information about a project’s activities and achievements. It documents past performance and demonstrates capacity for future endeavors. Tracking this information over the life of a project will make it easier to complete annual reports to sponsors, respond to information requests, and document achievements in funding applications. If the document is easy to find on the project’s website, stakeholders and other interest parties can easily see how productive (or not) the project has been. For a more dynamic vita, include links to supporting documents, staff biographies, or related web pages; this will allow users to quickly locate items referenced in the vita. For an example of a project vita, see This checklist suggests what to include in a vita and how to organize the information. Projects should tailor their vitae to their specific needs.

File: Click Here
Type: Checklist
Category: General
Author(s): Emma Perk

Checklist: Program Evaluation Report Content

Posted on December 13, 2016 by , in Resources ()

This checklist identifies and describes the elements of an evaluation report. It is intended to serve as a flexible guide for determining an evaluation report’s content. It should not be treated as a rigid set of requirements. An evaluation client’s or sponsor’s reporting requirements should take precedence over the checklist’s recommendations. This checklist is strictly focused on the content of long-form technical evaluation reports.

File: Click Here
Type: Checklist
Category: Resources
Author(s): Kelly Robertson, Lori Wingate