Learning Pathway 1:
Evaluation Foundations
Learn to plan and scope a credible evaluation from start to finish.
Whether you’re brand new to evaluation or looking to strengthen your existing knowledge, this learning pathway provides a practical, accessible introduction to the core concepts, methods, and mindsets that underpin effective evaluation.
The team behind Eval Academy has hand-selected some of our most valuable foundational resources to include in this pathway, helping you focus on what matters most without wondering where to start. By the end of the pathway, you’ll understand the building blocks of effective evaluation and feel more confident designing, planning, and supporting evaluations that generate meaningful insights and drive better decisions.
Work through the stages in order, or jump to the stage most relevant to you. If you’re not sure where to start, we have some suggestions:
If you’re new to evaluation, start at Stage 1
If you need to plan an evaluation for your program, check out Stage 2
If you’re looking to build your organization’s evaluation capacity,
try Stage 2 and a custom workshopIf you’re an early-career or student evaluator, try starting at Stage 3.
Create your own logic model using our two popular pre-made Canva templates.
After purchase, you will receive a link to access the templates in Canva.
Want to keep learning?
Here’s where to go next:
NEXT: Make sure your logic model is theoretically sound by using Developing a Logic Model ($8).
UPGRADE: Get these templates and MORE when you get our Design Bundle ($35).
Pathway Stages
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Check out the resources below to understand what evaluation is and why it matters.
Discover
What is Evaluation? — read for free
What’s the Difference Between Research and Evaluation? — read for free
Common Evaluation FAQs — read for free
Understand
Evaluative Thinking — read for free
Evaluation is an Act of Kindness — read for free
Monitoring vs. Evaluation Infographic — free download
A Beginner’s Guide to Evaluation Infographic — free download
Apply
Building Better Evaluations: What Atomic Habits Can Teach Us About Program Evaluation — read for free
10 Evaluative Thinking Questions — free download
Decide
When Not to Evaluate — read for free
Create
Program Evaluation for Program Managers — view course
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Learn about the purpose, scope, and components of an evaluation plan through the resources below.
Discover
Components of an Evaluation Plan — read for free
Understand
What Conversations Do You Need at the Start? — read for free
Evaluation Sustainability Plans — read for free
Interest Holder Matrix Tip Sheet — free download
Apply
How to Kick Off Your Kick-Off Meeting — read for free
Top 10 Facilitation Tips for Facilitating an Evaluation Planning Meeting — free download
Decide
Evaluability Assessments — read for free
Create
Evaluation Plan Template ($10) — add to cart | view details
Complete Evaluation Planning Toolkit ($45) — add to cart | view details
Program Evaluation for Program Managers — view course
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Use the following resources to learn to build and refine logic models and theories of change.
Discover
Why Program Logic Matters for Evaluation: Clarifying What Your Program is Really Trying to Change — read for free
Is Good Program Design Essential for a Quality Evaluation? — read for free
Understand
What is Theory of Change in Evaluation? — read for free
The Importance of Articulating Assumptions — read for free
Theory of Change Tip Sheet — free download
Apply
How to Develop a Theory of Change for Evaluation — read for free
Improve Your Logic Model Using 3 Simple Design Principles — read for free
Developing a Logic Model — read for free
Decide
Differences between Theory of Change, Log Frames, Results Frameworks, and Logic Models - What Are They and When to Use Them? — read for free
Classifying Outcomes Infographic — free download
Create
Logic Model Templates for Canva: Bees & Ocean ($8) — add to cart | view details
Design Resource Bundle ($35) — add to cart | view details
Program Evaluation for Program Managers — view course
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Learn to write focused evaluation questions and matching indicators by exploring the following articles and resources.
Discover
The Art of Writing Evaluation Questions — read for free
What’s the Difference between Goals and Objectives? The Most Confusing Evaluation Jargon — read for free
Learning Questions Infographic — free download
Understand
Evaluation Question Examples by Type of Evaluation — read for free
Evaluation Question Examples — read for free
Writing Evaluation Questions — watch for free
Apply
How to Write Good Evaluation Questions — read for free
Decide
Bridging the Gap: From Evaluation Questions to Indicators — read for free
Create
Complete Evaluation Planning Toolkit ($45) — add to cart | view details
Program Evaluation for Program Managers — view course
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The following resources will help you learn how to choose evaluation approaches that are suitable for your specific context.
Discover
Developmental Evaluation: An Overview — read for free
Book Review of Developmental Evaluation by Michael Quinn Patton — read for free
Considerations for Indigenous Evaluation — free download
Understand
But Really, How Do I Use the RE-AIM Framework? — read for free
How Do I Use the Kirkpatrick Model in Evaluation? — read for free
Implementation Science: The Best Thing You’ve Never Heard of as an Evaluator — read for free
Using Implementation Science — watch for free
Apply
Six Lessons from Practicing ‘True’ Developmental Evaluation — read for free
Plan-Do-Study-Act (PDSA) Worksheet — free download
Decide
Evaluating for Spread and Scale — read for free
3 Ways to Ensure Your Evaluation Results Get Used — read for free
Create
Complete Evaluation Planning Toolkit ($45) — add to cart | view details
If you’ve read our article on the components of an evaluation plan, you know it can be a comprehensive document. This template includes all the sections we’ve listed in that post, with prompts to help jump start your thought process.
Background
Logic Model / Theory of Change
Assumptions
External Factors
Evaluation History
Evaluation Purpose and Use
Evaluation Scope
Data Collection Plan
Data Sources
Data Collection Methods
Data Collection Timeline
Project Ethics
Stakeholder Matrix
Reporting Products
Communication Timeline
This file will download in fully editable Word format.
Want to keep learning?
Here’s where to go next:
NEXT: Learn how to plan an evaluation properly by reading The Components of an Evaluation Plan.
UPGRADE: Get the Evaluation Plan Template and MORE in the Complete Planning Bundle ($45).
GO DEEPER: Learn how to plan and conduct an evaluation end-to-end with expert guidance in Program Evaluation for Program Managers.
Discover the Complete Planning Bundle from Eval Academy, your all-in-one resource for planning your evaluation. Contains over 40 resources! This bundle equips you with the tools to excel in planning your evaluation, including templates and tools for designing your theory of change or logic model, kicking off your planning meetings, and developing evaluation questions. With the bundle, you save over $15. Download now and elevate your planning to new heights!
This bundle includes:
Classifying Outcomes infographic
Data Request Form template
Evaluation Plan Template
Evaluation Kick-Off Meeting Agenda template
JCSEE Evaluation Standards in Practice
5+ logic model templates
Theory of Change Template
Program Evaluation Scoping Guide
Outcome Statement Tip Sheet
Using Case Studies in Your Evaluation infographic
… and many, many more!
Want to keep learning?
Here’s where to go next:
NEXT: Learn how to plan and conduct an evaluation end-to-end with expert guidance in Program Evaluation for Program Managers.
GO DEEPER: Training a team? Ask about our custom workshops.
Stop wasting hours creating evaluation visuals from scratch.
Whether you're building a logic model, developing a theory of change, or trying to choose the right way to present your data, great evaluation work takes time. Designing it doesn't have to.
The Design Bundle gives you a collection of Eval Academy's most popular visual planning tools in one ready-to-use package, including:
Choosing the Right Data Visualization Tool infographic
Data Visualization Decision Tree
Multiple Canva and PowerPoint logic model templates in unique, ready-to-use designs
Theory of Change Tree template for mapping complex pathways clearly
Instead of starting with a blank page, you'll have professional templates and decision tools that help you work faster, communicate more clearly, and create evaluation products that interest holders can actually understand.
💡 Purchased separately, these resources cost $48. Get the complete bundle for just $35 and save over $10.
If you're ready to spend less time formatting and more time doing evaluation, this bundle is for you.
👉 Download the Design Bundle today and start creating clear, professional evaluation products in minutes, not hours.
Want to keep learning?
Here’s where to go next:
Next: Use these templates with sound evaluation expertise by enrolling in Program Evaluation for Program Managers.