Checklist: Evaluation 101: PI “To-Do” Checklist: Before Launching your Project Evaluation

Posted on April 6, 2020 by  in

Evaluation 101

PI “To-Do” Checklist: Before Launching your Project Evaluation

What to Do

To / With Whom

Announce or discuss NSF grant Evaluator, partner, and advisor/advisory groups colleagues at your institution

  • SRE/ grand writer and Data person
  • Fellow Faculty
  • PR/ Marketing Dept.
  • Business and Purchasing Offices

The public- with attribution to NSF!

Process Contracts Evaluator

Partners (include providing data as contract obligation)

Discuss evaluation expectations, processes, activities, and timeline (note IRB considerations). Evaluator
Review goals/objectives and identify data capture
needed (and by whom) for the evaluation.
Determine data definitions, time frames for data capture
(e.g., by semester), reporting frequency/dates for project.
Don’t forget to include current status or recent history for
baseline data. Review data management plan
Data Person
Communicate data needs/timelines/reporting dates to partners
from whom you will need data.
Co-PI’s, partner institutions, organizations
Review/set goals for success if not specific in proposal
(actual numbers, not just %) with interim benchmarks for
gauging  progress.
Evaluator, Co-PI’s, partners
Plan evaluation activities and discuss evaluation tools to
be used. Use uniform tools (e.g., surveys) across partnership
and include the capture of demographic data and other
information that will be needed for the ATE Annual Survey
(if not specifically for your project).
Evaluator, Co-PI’s
Discuss evaluation reports to be provided and reporting
dates (align deadlines to your reporting needs: NSF annual report, advisory meeting, etc.).

Checklist provided by Mentor-Connect: Leadership Development and Outreach Initiative for ATE

Copyright 2012: SC ATE Center of Excellence, Florence-Darlington Technical College, Florence, SC 29502-0548. This material is based upon work supported by the National Science Foundation Grant No. 1204463. Any opinions findings and conclusions or recommendations expressed in this material are those of the author(s) and do not necessarily reflect the views of the National Science Foundation.


Checklist: Principal Investigator “To-Do” Checklist: Before Launching Your Project Evaluation