New Template: “Top 10 Tips For Facilitating An Evaluation Planning Meeting”

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December 2024

About the author: Bonnie Lakusta is a Project Lead at Three Hive Consulting and a Credentialed Evaluator with a doctorate in psychiatry. Bonnie’s background is grounded in research, project management, and change management within healthcare. She brings expertise in facilitation, quality improvement, and evaluation design, with a focus on creating usable data and clear, memorable key messages tailored to diverse audiences.


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Eval Academy just released a new, free template: “Top 10 tips for facilitating an evaluation planning meeting

Top 10 Tips for Facilitating an Evaluation Planning Meeting
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This template offers our top 10 tips for facilitating evaluation planning meetings, guiding you through every step from preparation to actionable follow-up. Whether you're new to evaluation or an experienced professional, it provides practical advice to streamline your meetings, engage partners effectively, and build confidence in creating clear, actionable evaluation plans.

Curious about how to facilitate effective evaluation planning meetings? Our new template provides clear, actionable steps to ensure your meetings are productive, inclusive, and result-oriented.

Who’s it for?

This template is perfect for:

  • Evaluation facilitators

  • Program managers

  • New and seasoned evaluators

  • Project leads and decision-makers

What’s Inside?

This infographic outlines:

  • The top 10 tips for facilitating evaluation planning meetings

  • Key preparation steps to ensure success

  • Practical advice for conducting and wrapping up meetings effectively

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