Downloads

Free templates in Word and Excel, each with a guided version and a worked example. Each one comes from a Reference Library entry that explains how to use it. Review and adapt each file for your context before field use.

Planning

MEL Plan Template

Details
Purpose
Write a monitoring, evaluation and learning plan for one program.
Version
1
For
Program and MEL teams
Contains
Program summary, governance and roles, indicators with reference sheets, and the data plan.

A guided template with notes, and a worked example from a made-up program.

Theory of Change Template

Details
Purpose
Set out how a program expects change to happen, and why.
Version
1
For
Program designers and MEL teams
Contains
Problem, goal, pathways, a diagram, an assumptions register and external factors.

A guided template with notes, and a worked example from a made-up program.

Indicators

Indicator Reference Sheet

Details
Purpose
Define one indicator so everyone measures it the same way.
Version
1
For
MEL officers and data managers
Contains
An indicator index, then one sheet per indicator: definition, disaggregation, data collection, targets and data quality.

A guided template with notes, and a worked example from a made-up program.

Indicator Tracking Table

Details
Purpose
Track results against baselines and targets each reporting period.
Version
1
For
MEL officers and program managers
Contains
Indicators, a sheet for each year, a summary and a status count.

A guided template with notes, and a worked example from a made-up program.

Data Collection

Evaluation and Reporting

Inception Report Template

Details
Purpose
Agree an evaluation design with the commissioner before fieldwork.
Version
1
For
Evaluators and evaluation managers
Contains
Background, evaluation framework and questions, an evaluation matrix and methods.

A guided template with notes, and a worked example from a made-up program.

Evaluation Matrix

Details
Purpose
Link each evaluation question to its measures, sources and methods.
Version
1
For
Evaluators and evaluation managers
Contains
Evaluation questions, a coverage check, the matrix, a triangulation check and data sources.

A guided template with notes, and a worked example from a made-up program.

Progress Report Template

Details
Purpose
Report results for a period to a donor or board.
Version
1
For
Program managers and MEL teams
Contains
Summary, indicator results, activities, challenges and risks, lessons, next period and finance.

A guided template with notes, and a worked example from a made-up program.