Evaluation

‘Evaluation’ has a variety of definitions with a vast array of approaches and uses. But in the context of my work, I define evaluation a bit like this:

Evaluation helps to identify and provide meaningful and purposeful learning.

Embedding evaluation within your practice or project helps to create a process that is fit for purpose, with your needs and aims in mind. Evaluation is not ‘one size fits all’ and should always acknowledge diverse perspectives and value the stakeholders and participants who engage with it.

Take a look below at the guidance and contact me if you have any questions or want to discuss your ideas and budget. I am a member of the UK Evaluation Society.

So, how do you plan the timing and budget for evaluation? A general rule of thumb when budgeting a project is to build in between 5-7% of the overall cost of your project for evaluation. The bigger the project, the higher the percentage, although this isn’t always what you end up paying an external evaluator – the time you spend on evaluation and monitoring should be considered too.

Get an evaluator on-board as soon as possible – ideally at the project writing stage, but as soon as you can is always best. Often evaluation is thought of as something you do at the end, and while evaluation reports do often come at the end of projects, great evaluation is planned and embedded into the delivery of a project. Note: Many funding bodies expect regular reporting throughout the project!

Evaluators can work with you to help plan, guide, strategise and design your evaluation. They can support you to gather it and guide you through interpreting and writing it up, or they can jump back in and do the analysis, interpretation and report writing for you.* The time you spend with an evaluator will depend on the level of support you choose but here is an example:

Eval Budget: £6,000
Project Duration: 18 months
Eval Days: 20
Expenses: Included in budget (local to Sheffield)
Breakdown: 3 Eval Phases.
1. Preparatory work – identify objectives & outcomes, create a methodology & select appropriate mechanisms to collect evaluation.
2. Delivery – support & guidance to team on data collection, scheduled ‘check-ins’, attend select events/sessions where appropriate, provide mid-point ’round table’ learning session.
3. Review – Conduct select interviews, support project team with data collection and collation, interpret data and write evaluation report.

*You may also wish to consider the recruitment of an evaluator into your plans – organisations often have policies stating that a spend over £5-10k needs to go out to tender, which can be a lengthy and challenging process, however under that amount, you can justifiably and transparently recruit your evaluator without having to go through a full recruitment process – meaning you can choose your evaluator before you have secured funding and build into the budget accordingly. This can be a useful approach to ensure you bring on an evaluator at the start of a project so that they can support you throughout the project duration.

My fees are £300 per day.* To put this into context, a budget of £6k for evaluation will provide you with 20 days and cover my expenses for a project local to Sheffield. It’s important to note that I will always be honest about whether I am the right evaluator for your project and if I am not, I will do my best to recommend a suitable professional from my network.

If you are interested in working together or just want to have an informal chat about evaluation, please do get in touch.

PS: You really should make the most of your evaluator! They are your critical friend and will tell you what you need to hear, even if it’s not what you want to hear…and that is a true friend.

*This figure is based on the amount funders will often value professional expertise offered on a voluntary basis (‘in-kind’ funding).

My training & workshop programme has closed. Please contact me if you would like to know more about the training and workshop options I provide.

If you would like to discuss bespoke/tailored training or workshops, please contact me on pocketknifeconsultant@gmail.com

Select Evaluation Projects

Below is a selection of evaluation projects I have worked on over the last couple of years. If you would like a copy of my complete CV or to discuss access to evaluation reports for academic or peer support, please do contact me.

Together in the City – This evaluation was commissioned to better understand and explore the impact of the Theatres’ Together in the City stream of their Garfield Weston Foundation funded project. The evaluation was to help provide insights into continued community engagement, and offer suggested evaluation mechanisms for the Learning & Participation department of Sheffield Theatres. January – April 2022 contract.

Image of Amal arriving at the Crucible Theatre in Sheffield. Image courtesy of Sheffield Theatres.

Sheffield Adventures Evaluating Create Sheffield’s relaunch of the Sheffield Adventures commission programme. Conducting qualitative and quantitative research exploring the impact the programme has on upholding Create Sheffield’s mission and values, promoting the organisation across the City (including a more inclusive reach across its communities), building meaningful partnerships across a variety of sectors, and the impact on children and young people’s exploration of and learning in the City. 10-month contract, 2021-22.

Why Creativity Matters Now – Working collaboratively with staff & external contractors to embed evaluation and reporting into the Why Creativity Matters Now events and Creative Education strategy. Reporting specifically on the impact the event conversations have on cross-sector working between education and arts & culture sectors across the City, exploring individual professional development (with particular focus on education providers), and organisational development and resilience. 10-month contract, 2020-21.
Image courtesy of Create Sheffield.

Image of a smiling child drawing with a pen close up. Image courtesy of Create Sheffield.

Sheffield Climate Alliance
Lottery Climate Action Fund (LCAF) Development Phase & Can Do South Yorkshire – Evaluation to assess and reflect on the learning garnered from the LCAF phase and project’s main goals of partnership working across the South Yorkshire region, engagement frameworks and programming of public engagement (city-wide 12 month programme), and a delivery model for climate action Hubs (physical and digital). 12-month contract, 2021-22.

Image of hand-drawn pictures and comments posted on a window.

Ruskin in Sheffield – Providing support to the Creative Producer to retrospectively evaluate the 6 year long City-wide programme of activity. Guidance on methodology, data capture, data analysis and reporting (report templates, copy-editing and proofing). 3-month contract, 2020.
Image courtesy of Guild of St George

Image of Meersbrook Park Hall in Sheffield with an abstract image of a feather projected on the building at night. Image courtesy of Guild of St George.

West Midlands Museum Development Trust
Open to All Audit – Working in partnership with the West Midlands Museums Development team to develop and run the Open to All Audit programme. Providing evaluation training to 8 museums in the region and conducting on-site in-depth evaluation of the museums to review and evaluate the wellbeing access and offer of the museums’ collections, learning programmes and organisational strategies (staffing, volunteering, policies etc). 2019.

Image of a collection of museum artefacts, including pottery, books and small sculptures in a wooden display case.