Getting Started with Your Evaluation


Evaluation is a critical part of ensuring project success. This section contains resources related to general evaluation start-up and management issues.

Toolkit for Getting Started With Your ATE Evaluation

The resources and tools below are intended for anyone who is getting started with a NSF ATE evaluation, including principal investigators (PIs) and evaluators who are new to evaluation.

Tools to Help You Do Evaluation

Mentor Connect PI “To-Do” Checklist: Be For Launching Your Project Evaluation
Use this checklist to learn about key evaluation tasks for PIs.

Checklist: Communication Plan for ATE Principal Investigators and Evaluators
Use this checklist to help set up an evaluation communication plan.

Data collection Planning Matrix
Use this matrix to clearly communicate what data will be collected as part of an evaluation, from what sources and how, by whom, when, and how it will be analyzed.

Brief Tools to Help You Learn About Evaluation

ATE Evaluation Primer
View this overview of what evaluation is and frequently asked questions about ATE evaluation.

Evaluation Basics for Non-Evaluators
View short videos on what evaluation is, how much evaluation costs, why you should conduct evaluation, who should conduct evaluation, where evaluation goes in your ATE proposal, and what happens as part of an evaluation.

Evaluation Process Visual
View these two slides to learn about the four main steps in the evaluation process.

Evaluation Responsibility Diagram
View this Venn diagram to learn about the evaluation responsibilities of project staff and evaluators.

Evaluation Timeline Example
View this example timeline to get an overview of the ATE evaluation process.

Shorten the Evaluation Learning Curve: Avoid These Common Pitfalls
Read this newsletter to learn how to avoid common mistakes PIs make when it comes to ATE evaluation.

How Can You Make Sure Your Evaluation Meets the Needs of Multiple Stakeholders?
Read this newsletter to learn what evaluation stakeholders might need and how to meet those needs.

Expectations to Change (E2C): A Process to Promote the Use of Evaluation for Project Improvement
Read this newsletter to learn how to establish a process to encourage use of evaluation results.

Breaking Up Is Hard to Do
Read this blog to learn about instances in which you might need to invoke the exit clause of an evaluation contract.