Evaluation TOR Draft

Draft a source-linked TOR with feasible scope and unresolved decisions visible.

Free, with limits. These skills produce AI-assisted drafts and reviews. A person who knows the program should check every output against the source documents before it is shared. The examples are fictional and written by hand; they are not real client work or test output.

Claude Code is the checked route. One skill was also checked by browser upload on a paid plan. Anthropic's help page says Free plans can use uploaded skills too, once code execution is turned on; we did not test a Free account. No M&E Studio signup or API key is needed; your Claude account and its limits are separate.

What You Will Get

  • Editable Markdown artifact

What to Provide

  • Evaluation purpose and scope
  • Question and method matrix
  • Timing, resources and commissioning requirements

Supply readable files or text. Missing evidence stays explicit; a draft or recommendation is not an approved commitment.

Start the Job

In Code use /me-workspace:evaluation-tor-draft with explicit files. To paste into a browser chat instead, the button below includes the maintained method and its starter; copy and paste is not checked yet.

Read the Starter

Start: Evaluation TOR draft

Use this skill to create an evidence-linked draft Terms of Reference for an evaluation. It fills a ten-section structure and marks missing decisions. A commissioner and technical reviewers still need to approve the document.

Intake: attach source files, or name a folder and have the assistant list files before selecting them. It must state whether it used uploads or folder intake.

Starter:

Use evaluation-tor-draft with the attached files [or folder: path]. Draft a source-linked evaluation TOR using the ten-section structure. Preserve unknowns as placeholders, distinguish facts from assumptions and proposals, and flag design or ethics decisions that require the commissioning team. Return editable Markdown.

See examples/ for normal, incomplete, unsuitable, and illustrative output examples. The sample TOR excerpt is fictional and is not a live test result.

Try a Fictional Example

These examples are fictional and written by hand. The output shows the structure to expect. It is not a test result and must not be used as source evidence.

Fictional Input

Fictional input: TOR drafting brief

Program: Riverbend Cooperative farmer training, 2024-2026, three districts.

Purpose/use: Inform the board's decision on continuing follow-up visits next season.

Questions: (1) Were planned training and visits delivered? (2) What factors affected reported use of soil-cover practices?

Known sources: Attendance sheets and annual surveys. Methods, response rates, and access to respondents are not supplied.

Unknown: Evaluation budget, procurement dates, evaluator profile, commissioner contact, ethics review route, final delivery date.

Download Fictional Input

Illustrative Output

Illustrative output: TOR draft excerpt

Draft status: For commissioner and technical review. Intake: Uploaded fictional brief.

1. Background and context

Riverbend Cooperative delivered farmer training in three districts during 2024-2026. Available materials identified for this draft are attendance sheets and annual surveys. Survey methods and response rates were not supplied. [Evidence: input.md#Program; input.md#Known sources]

2. Evaluation purpose and intended use

Assess delivery and factors related to reported practice use to inform the board's decision about follow-up visits next season. [Evidence: input.md#Purpose/use]

3. Scope and boundaries

Program period 2024-2026; three districts. Specific villages, participant eligibility, and evaluation fieldwork period: To be confirmed.

4. Evaluation questions and criteria

  1. Were planned training and visits delivered?
  2. What factors affected participants' reported use of soil-cover practices?

The board should confirm whether additional criteria are needed. Questions do not establish causal effect.

5. Methodology expectations and evidence needs

Review attendance and visit records. Review survey data after confirming methods, response rates, comparability, and access. Any additional interviews are a proposal pending access, resources, and ethics review.

6. Team composition and expertise

To be specified after methods and scope are confirmed. Evaluator qualifications, local expertise, language needs, and independence requirements are decisions for procurement.

7. Deliverables, timeline, and review process

Deliverables, final date, and review cycles are to be confirmed. The board's planning meeting is the stated use point, but its date was not supplied.

8. Budget and logistics

No budget or logistics information was supplied. Set a ceiling only after scope, methods, timing, and access requirements are determined.

9. Ethics, safeguarding, and data protection

Before collection, confirm applicable ethics review, consent procedures, safeguarding needs, privacy safeguards, and data storage and retention requirements. The supplied brief does not identify the applicable review route.

10. Management, governance, and quality assurance

Commissioner, reporting lines, approval roles, and quality review process are to be assigned. The board is the intended user for the continuation decision.

Decisions before procurement

Confirm detailed scope, survey access and quality, methods, evaluator qualifications, timing, budget, ethics review, and governance. All are unresolved rather than assumed.

Download Illustrative Output

Read the Maintained Method

name: evaluation-tor-draft description: Draft an evaluation Terms of Reference from supplied program and evaluation materials. Use when a user needs a structured, evidence-linked TOR draft with gaps and feasibility issues made explicit.

Evaluation Terms of Reference draft

Purpose and trigger

Create a bounded TOR draft using the supplied program evidence and evaluation decisions. The result is a draft for commissioner and technical review, not an approved procurement document.

Minimum inputs

  • Program or intervention description and evaluation purpose.
  • Intended users or decisions, if known.
  • Evaluation scope, timing, or constraints, if known.

Accept explicitly uploaded files or a user-designated folder and file list. In upload mode, use only the attachments and text. In folder mode, inspect only the named folder and list files used. Confirm ambiguous files. State intake mode. Do not claim access to unavailable files.

Starter prompt

Use evaluation-tor-draft with the attached files [or folder: path]. Draft a source-linked evaluation TOR using the ten-section structure. Preserve unknowns as placeholders, distinguish facts from assumptions and proposals, and flag design or ethics decisions that require the commissioning team. Return editable Markdown.

Procedure

  1. Confirm the intake mode, intended deliverable, audience, and whether an existing TOR must be revised or a new one drafted.
  2. Extract program, results framework, M&E plan, prior findings, donor requirements, decisions, timing, budget constraints, and governance only where supplied. Create evidence IDs as filename#heading, page, table, or row.
  3. Record facts, assumptions, and recommendations separately. Preserve contradictions with both source IDs. Do not invent targets, budgets, results, owners, deadlines, donor obligations, or approval status.
  4. Draft evaluation questions or use supplied questions. If missing, provide provisional questions only when enough purpose and scope exist; otherwise leave a clearly marked placeholder. Use criteria relevant to purpose, not every DAC criterion by default.
  5. Check that each question can be answered by the proposed evidence. Specify methods only to the level supported by inputs. Do not imply causal attribution from a simple pre/post design.
  6. Draft the ten sections below. Mark absent content “To be confirmed” and explain the decision needed. Do not turn absence from supplied files into a claim that the real program lacks the information.
  7. Review internal consistency across scope, questions, methods, team expertise, timing, deliverables, resources, ethics, and governance.
  8. Provide a short issue list ordered by consequence and identify what must be resolved before procurement or fieldwork.

Required ten-section structure

  1. Background and context
  2. Evaluation purpose and intended use
  3. Scope and boundaries
  4. Evaluation questions and criteria
  5. Methodology expectations and evidence needs
  6. Team composition and expertise
  7. Deliverables, timeline, and review process
  8. Budget and logistics
  9. Ethics, safeguarding, and data protection
  10. Management, governance, and quality assurance

Output structure

Return the ten-section TOR, followed by: source and evidence register; facts, assumptions, and proposals; unresolved decisions; consistency and feasibility issues; and a completion checklist. Use editable Markdown. Where a required fact is unknown, insert [To be confirmed: specific item] rather than guessing.

Section drafting checks

  • Background: Give a concise program summary, results logic, stage, and relevant context. Do not copy promotional claims as findings.
  • Purpose/use: Name intended users and decisions. If the use is unclear, state this as a commissioning decision.
  • Scope: Specify geography, population, themes, and period. State exclusions where known and do not imply comprehensive coverage from a bounded sample.
  • Questions: Number a manageable set, connect them to purpose, and identify criteria only when relevant.
  • Methods: Describe evidence needs and methodological expectations while leaving evaluator design room. Do not prescribe a method that cannot answer a question.
  • Team: Connect expertise to scope and method. Do not invent years of experience, local roles, or level of effort.
  • Deliverables: For each product, state purpose, format, timing, and review path only when supplied or proposed.
  • Budget/logistics: Separate ceiling, inclusions, exclusions, travel, translation, and payment details. Unknown values remain placeholders.
  • Ethics: Address voluntary participation, consent, do-no-harm, confidentiality, safeguarding, data protection, and applicable review route as relevant. Do not claim legal sufficiency.
  • Governance: Identify commissioner, evaluator, and approval roles only where the source names them. Distinguish technical review from management approval.
  • Consistency: Check question-to-method fit, scope-to-team fit, deliverable-to-timeline fit, and resource-to-ambition fit. Explain each unresolved mismatch.

Label the document as a draft. Keep source wording when it carries an approved requirement. For proposed edits, show the original requirement, proposed wording, reason, and decision owner if known. Do not erase unresolved questions in a polished rewrite.

Feasibility and evidence rules

Select DAC criteria by evaluation purpose. Distinguish evaluator independence from commissioner oversight. Require appropriate consent, do-no-harm, safeguarding, privacy, data handling, and ethics review provisions where relevant to the context, without inventing the applicable legal authority. A timeline or budget is not realistic or unrealistic by a universal number alone; explain the basis and uncertainties. If there is no sample frame, design, or assumptions, do not give a sample size. Treat draft recommendations as proposals pending commissioner decision.

Missing, conflicting, or unsuitable inputs

  • Sparse context: produce a clearly bounded TOR shell with only supported sections drafted and prioritized questions for missing decisions.
  • Conflicting dates, populations, or objectives: show both source versions and do not harmonize silently.
  • No budget: leave budget ceiling and cost assumptions for confirmation; do not insert a benchmark as fact.
  • Existing document appears to be a brief, RFP, or SOW: describe the classification uncertainty and adapt structure without penalizing intentionally absent sections.
  • Non-evaluation request: state scope and stop, or point to the closest relevant M&E drafting task.

Completion checklist

  • Preserve the exact scope and authority of supplied facts. A cohort-level target is not a target for each center or subgroup; compare subgroup values descriptively unless a subgroup target is supplied. A decision owner is not automatically the commissioner, approver, data controller or budget holder. Label any additional role assignment as proposed and requiring confirmation.
  • Check negative claims as carefully as positive claims: "not supplied" or "not confirmed" does not mean nonexistent, not done or refused. If no consent record is supplied, say consent status is unconfirmed and make contact conditional on verification; never assert that no consent was obtained merely because the input does not mention it.
  • All ten TOR sections appear, including explicit placeholders where unresolved.
  • Each substantive factual statement has an evidence ID or is marked as an assumption.
  • Questions, scope, evidence, methods, timing, resources, and expertise align.
  • Ethics and data protection are context-appropriate and not falsely certified.
  • Unknown budget, sample size, targets, owners, and dates remain unknown.
  • Conflicts and decisions requiring commissioner input are visible.
  • Draft status and required human review are explicit.

Interruption and resumption

If interrupted, preserve the actual TOR draft, evidence register with source filenames/versions or dates, and unresolved commissioner decisions. Resume only from files and handover supplied for the resumed task. Check whether sources changed and flag differences. Record draft changes. Never upgrade a proposal, assumption, or pending decision into an approved decision.

Files for This Job

The individual ZIP can be uploaded to claude.ai as a custom skill; that was checked for one skill only. It is not a Claude Code plugin. Install and Plugin ZIPs

Evidence and Limits

Checked in Claude Code on fictional cases, including incomplete and unsuitable inputs, with the outputs reviewed by a second model. A browser upload check has passed for one skill (Evaluation Questions) on a paid plan. The Anthropic help page says Free plans can use uploaded skills; we did not test a Free account. Practitioner feedback is not checked yet.

Check the actual output against your source documents, especially numbers, missing data, proposed owners and approval status. Treat the result as an AI-assisted draft. Markdown and text tables are the checked output; Word, PDF and spreadsheet output are not promised. Keep each method's rating rules distinct from site rubric scores.

Source revision 5a6819f · Checked 2026-10-26

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