Evaluation TOR

Commission an evaluation whose questions, evidence, responsibilities, schedule and intended use fit together.

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Document Setup and Context

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Evaluation stageChoose the timing that best describes the assignment. This does not set the methods or criteria for you.Evidence expectedUse Unknown if feasibility has not been established. The TOR should assign that decision rather than imply a method.Method orientationAn initial view, subject to evidence and feasibility. Do not promise statistical or causal claims without a defensible design.Participant or data sensitivityThis affects the depth of safeguards, not whether ethics is included.Who will conduct the evaluation?Decision the evaluation should informName a decision and its owner if known.Decision windowThe report and review cycle must finish before this window.Other assignment constraintsRecord supplied requirements in the writer’s own words. Verify them with the responsible organization before treating them as binding.

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Source or Evidence	Coverage and Quality	Custodian and Access	Gap or Action	Row actions

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ID	Priority Question	Intended Use	Selected Criterion	Evidence and Feasibility	Judgment Basis	Row actions

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Record or Dataset	Coverage and Provenance	Access and Use	Quality or Open Action	Row actions

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ID	Product and Acceptance Test	Due	Reviewer, Comment and Revision Window	Row actions

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Evaluation TOR

Purpose, Users and Use

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Evaluation ToR

1. Purpose, Users and Use

2. Evaluand and Context

3. Scope and Boundaries

4. Evaluability and Evidence Access

5. Evaluation Questions and Criteria

6. Methodological Expectations

7. New Data and Participation

8. Existing Evidence and Data Rights

9. Ethics, Safeguarding and Privacy

10. Governance and Independence

11. Schedule and Deliverable Acceptance

12. Team, Effort and Resources

13. Proposal and Selection Process

14. Communication and Follow-Up

Purpose, Users and Use

Review Your Draft

Check Purpose, Users and Use

Relevant review lenses

Customize a Review Prompt

Review and Use a Response