New Template: “Data Request Form Template”

May 2025

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Need to request administrative data from clients to support your evaluation? Our new Data Request Form Template is designed to help evaluators request the right information—clearly, professionally, and with purpose.

Who’s it for?

This template is for evaluators who work with organizations (e.g., nonprofits, government, or service providers) and need access to internal administrative data—such as participant demographics, service usage, or program outputs—to assess programs or initiatives.

What’s the purpose?

The template helps evaluators:

  • Clearly outline the types of data being requested and the relevant time frames

  • Link each data request to specific evaluation questions

  • Explain how the data will be used to inform findings and recommendations

  • Communicate expectations to clients in a way that builds clarity and trust
    By using this form, you can improve the quality of the data you receive and reduce back-and-forth communication.

 

What’s inside?

One customizable Word document that guides you through the details you need to include in your data request.

Download it here

For more on planning for your evaluation, check out:

The Components of an Evaluation Plan

Evaluation Plan Template

Complete Planning Bundle

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