Learning Pathway 2:

Ethics, Equity &
Inclusive Evaluation

Learn to build an ethical, equity-centered evaluation approach.

Good evaluation isn’t just about choosing the right methods. It also requires us to think carefully about who is involved, whose voices are heard, and how the evaluation process may affect the people and communities it serves.

In this learning pathway, the Eval Academy team has brought together practical resources exploring ethics, equity, and inclusion in the evaluation process. You’ll build your understanding of concepts like power, participation, culture, accessibility, and representation, while gaining practical ideas for putting them into practice. By the end of this pathway, you’ll feel more confident approaching evaluation in ways that are thoughtful, respectful, and responsive to diverse people and contexts.

The four domains in this pathway can be explored in any order—the letters are labels, not sequential steps. If you’re not sure where to start, see the points below!

  • “I want to strengthen the ethics of my evaluation practice” — Domain A

  • “My evaluation involves First Nations, Métis, and/or Inuit communities” — Domain B

  • “I’m working with people who may have experienced trauma or harm” — Domain C

  • “I want my evaluation to be fair and inclusive for equity-deserving groups” — Domain D

Ethical & Equitable Evaluation Bundle
Ethical & Equitable Evaluation Bundle
CA$30.00

Are you being thoughtful in your evaluations?

Ethical, equitable evaluation isn’t a box you check in your evaluation plan. It shows up in how you ask for consent, steward data, interact with participants, and present your findings in reports. Getting it right takes thoughtfulness, reflective practice, and care. Figuring out alone takes time and expertise that you may not always have available to you.

The Ethical & Equitable Evaluation Bundle brings together Eval Academy’s practical tools for ethical, equitable, and trauma-informed evaluation practice in one package:

  • Accessible Reporting Checklist

  • Interest Holder Matrix Template

  • Pre-Interview Risk Assessment Checklist

  • Interview Information Letter Template - Standard Interview

  • Interview Consent Form - Standard Interview

  • Standard Interview Guide Template

  • Focus Group Information Letter and Consent Form Template

  • Plus a curated selection of free resources on topics of Indigenous evaluation, trauma-informed practices, data stewardship, and many more!

Purchased separately, these resources cost $37. Get the complete bundle for $30.

Download the Ethical & Equitable Evaluation Bundle today to help you build a thoughtful and intentional evaluation practice.

Want to keep learning?

Here’s where to go next:

Pathway Domains

  • Explore the resources and articles below to learn to apply ethical principles and make sound ethical decisions when planning and conducting evaluations.

    Discover

    • Putting an Ethics Lens On Your Evaluation Planning — read for free

    • Your Information Will Be Kept Confidential: Confidentiality and Anonymity in Evaluation — read for free

    • Incentives for Participants in Evaluation — read for free

    Understand

    Apply

    • Informed Consent Infographic — free download

    • Encrypting and Anonymizing Personally Identifiable Information (PII) in Raw Data — read for free

    • Consent Part 2: Do I need to get consent? How do I do that? — read for free

    Decide

    • “My interviewee is drinking vodka”: An Evaluation Ethics Case Study — read for free

    Create

  • Learn to engage First Nations, Métis, and Inuit communities respectfully throughout an evaluation.

    Discover

    • Considerations for Indigenous Evaluations (Infographic) — free download

    Understand

    • Podcast Review: Indigenous Insights, Episodes 1 and 2 — read for free

    Apply

    • Engaging Indigenous Participants Using Keeoukaywin, The Visiting Way — read for free

    • Indigenous Visiting Engagement Checklist — free download

    Decide

    • Indigenous Data Sovereignty Decision Tree — coming soon!

    Create

  • Learn to apply trauma-informed principles to protect participant well-being throughout evaluations.

    Discover

    • What is Trauma-Informed Evaluation? — coming soon!

    Understand

    Apply

    • 5 Tips for Ensuring Interviewer Safety — read for free

    • Trauma-Informed Evaluation Practice Checklist — free download

    • Trauma-Informed Bundle ($20) — coming soon!

    Decide

    • Applying Trauma-Informed Evaluation Principles in Gender-Based Violence Evaluations — read for free

    Create

  • Explore these resources to understand how to make evaluations fair, inclusive, and accessible for equity-deserving groups.

    Discover

    • How Can We Incorporate Diversity, Equity, and Inclusion in Evaluation? — read for free

    • Tools to Write in Plain Language — read for free

    Understand

    Apply

    • Accessibility in Reporting (Infographic) — free download

    • 10 Tips for Making Your Evaluation Report More Accessible — read for free

    Decide

    • How We Evaluated: A Collaborative of Non-Profits Serving Immigrant and Refugee Youth — read for free

    Create

Indigenous Visiting Bundle
Indigenous Visiting Bundle
CA$25.00

The Indigenous Visiting Bundle is a practical, ready‑to‑use resource designed to support evaluation visits from planning through follow‑up. Developed by Eval Academy, this bundle brings together essential tools, templates, and guidance to help evaluation teams conduct visits that are consistent, professional, and aligned with best practices. This bundle includes eight templates and a What’s Included PDF outlining each resource and its use. To help you plan to use keeoukaywin in your projects that engage Indigenous communities.

  • Planning guide

  • Information and consent form template

  • Tracking log template

  • Email invite template

  • Phone introduction script template

  • Visiting guide template

  • Honoraria tracking template

  • Compensation receipt template