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Free Project Evaluation Templates

By Kate Eby | March 11, 2022

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We’ve compiled a collection of the most effective, free project evaluation templates for project managers, product managers, project sponsors, team members, and other stakeholders. 

Included on this page, you’ll find a simple project evaluation template , a project evaluation checklist template , a project evaluation report template , a project evaluation presentation template , and an IT project evaluation template , as well as a list of project evaluation template components .

Project Evaluation Template

Download Project Evaluation Template Microsoft Excel | Microsoft Word | Adobe PDF | Google Docs

Use this simple project evaluation template to ensure that you’ve completed all project requirements and addressed all outstanding issues. The template includes sections to detail the project overview, project highlights, project challenges, post-project tasks, lessons learned, human factors, and additional comments. Project managers and project sponsors can also use the Project Close Acceptance section to obtain approval signatures.

Project Performance Evaluation Template

Download Project Performance Evaluation Template  Microsoft Excel | Microsoft Word | Adobe PDF

Use this project performance evaluation template to facilitate a productive project post-mortem  with your team. The template includes space for you to set a post-project meeting date and time, designate a facilitator, and make a list of attendees. 

This tool also includes sections for you to document the criteria for meeting objectives, team discussions (e.g., “Did we get our desired results?” or “What went well?”), and any action items concerning future projects. Use the Wrap Up section to recap the meeting and thank the team members for their participation. 

To perform more effectively when evaluating your projects, read this guide on the five phases of project management .

Project Evaluation Report Template

Download Project Evaluation Report Template Microsoft Word | Adobe PDF | Google Docs

Designed specifically for recording and communicating project results, this project evaluation report template enables you to share the details of your project retrospective in a highly structured format. The template includes sections for you to list the details of your post-project overview, project highlights, project challenges, future considerations, and lessons learned. The template also includes space for team members to note how they can improve their team efforts on future projects.

Pilot Project Evaluation Template

Download Pilot Project Evaluation Template Microsoft Excel | Google Sheets  

Use this comprehensive pilot project evaluation template to ensure that your pilot project meets requirements and anticipates risks. This template prompts you to enter the project name, participants, anticipated failures, and any potential risks. Then, formulate steps to respond to the risks you identify and assign action items to ensure the success of your release.

Project Monitoring and Evaluation Plan Template

Download Project Monitoring and Evaluation Plan Template Microsoft Excel | Adobe PDF | Google Sheets

Use key performance indicators (KPIs) to quantify and assess your project’s specific objectives and keep your venture on track. In the Key Metric column, enter the name of each KPI (e.g., output indicator). Then, for each KPI, list the person responsible and monthly vs. actual goals, and the template will display the difference between the two, as well as a comparison of this and the previous period’s performances. 

To learn more, visit our guide to project planning solutions and tools .

Project Evaluation Incident Matrix Template

Download Project Evaluation Incident Matrix Template Microsoft Excel | Google Sheets

Use this incident priority matrix template to track all project-related incidents to guarantee successful project execution. The template includes three columns to help you categorize your project’s incidents: a color-coded Impact column to describe the severity level of each incident ; an Urgency column for you to identify the urgency level of each incident; and a Priority column to prioritize each project incident. 

The template also enables you to specify the department or location of the project incident and describe any warnings regarding high-severity issues, to ensure that you address and remedy them quickly.

Project Team Evaluation Template

Download Project Team Evaluation Template Microsoft Excel | Microsoft Word | Adobe PDF

Use this project team evaluation template to survey your team members on how well they thought you defined and communicated the project plan and goals, whether they felt the expectations were realistic, and how well they worked together and with the client. The template prompts team members to rate their level of agreement with each statement, and to offer additional comments in the final section.

IT Project Evaluation Template

Download IT Project Evaluation Template Microsoft Word | Adobe PDF | Google Docs

Whether you’re safeguarding data, troubleshooting hardware or software problems, or building, maintaining, and servicing networks, you need a failsafe system for evaluating your IT efforts. This IT project evaluation template prompts IT groups to assess the quality of their project delivery by enumerating the criteria for success, listing project highlights and challenges, and recording post-project lessons learned.

Check out this comprehensive article on vendor assessment and evaluation for more helpful information on evaluating project vendors

Project Evaluation Questions Template

Download Project Evaluation Questions Template Microsoft Excel | Microsoft Word | Adobe PDF

Use this project evaluation questions template to evaluate your completed projects. This survey allows all project team members to appraise the project’s achievements and challenges, and includes a rating system for assessing each project component. It also includes ample space for team members to convey what went well on the project, what was most frustrating and satisfying, and which particular issues they would like to discuss further.

Sample Project Evaluation Template

Download Sample Project Evaluation Template Microsoft Word | Adobe PDF | Google Docs

This sample project evaluation template includes example text to guide you and your team through the post-project appraisal process. First, the template prompts you to describe the project overview (e.g., “What were the original goals and objectives of the project?” and “What were the original criteria for project success?”). It then asks you to list project highlights and challenges (e.g., “What elements of the project went well/wrong?” and “What specific processes need improvement?”), and to create a list of post-project tasks to ensure that you and your team show improvement on future projects.

Project Evaluation Checklist Template

Download Project Evaluation Checklist Template Microsoft Excel | Microsoft Word | Adobe PDF

Use this dynamic project evaluation checklist template to ensure that you optimize the lessons learned on your most recent project. The template walks you through the process of confirming that you have accounted for and scheduled all post-project tasks appropriately. The Completed ? column allows you to keep tabs on completed or to-do items, and also helps you determine your plan of action once you’ve completed your post-project assessment.

Project Evaluation Presentation Template

Download Project Evaluation Presentation Template  Microsoft PowerPoint | Google Slides  

Project managers, product managers, Scrum masters, project sponsors, and other team members can use this presentation-friendly project evaluation presentation template to share a project’s successes and lessons learned, and to locate room for improvement on successive projects. 

The template enables you to upload your logo, compare your project’s performance with its initial goals, and evaluate the quality of individual performances.  It also prompts you to assess your project plan and gather details about what went well, areas for improvement, and any big-picture takeaways you can use to refine future projects.

What Is a Project Evaluation Template?

A project evaluation template is a fillable form that provides you with a framework for retroactively and proactively assessing your project’s effectiveness. Use the form to capture your project’s highlights, challenges, lessons learned, and post-project tasks. 

It’s crucial to have a method in place for assessing the effectiveness of your projects, so you can ensure that you’ve met the project deliverables, outlined the post-project tasks, and enumerated lessons learned. By following this process, you can deliver future projects successfully. Without having this evaluative structure in place, you risk losing valuable time, siloing teams, and implementing nothing but one-off projects. 

By using a project evaluation template, you can increase your productivity, proactivity, and project success rate. 

You can modify project evaluation templates to meet your specific project’s needs. Though project evaluation templates may vary, they typically include the following components:

• Project Title: Enter the name of the project you are evaluating. 
• Project Overview: Provide a high-level overview of the project’s original goals and objectives, criteria for success, and a comparison of the planned expectations vs. actual execution.  
• Project Highlights: List project highlights, including major accomplishments, what went well, what could use improvement, and what would work for future projects.  
• Project Challenges: Capture the project’s challenges, including areas for improvement, key problem areas, and any technical challenges.  
• Post-Project Tasks: Write down any post-project tasks that you should perform in order to improve the project or ensure that you’ve accounted for all the objectives.  
• Lessons Learned: List the lessons learned, including what you discovered during the planning, execution, and delivery phases. 

Additionally, some project evaluation templates frequently include the following post-project evaluative components: 

• Moderator: If you have a post-project discussion about the project, enter the name of the meeting’s moderator.  
• Date Prepared: Set the date for the project meeting or for the delivery of the project-evaluation report. 
• Participants: Enter the names of the team members who are attending the post-project evaluation. 
• Future Considerations: Based on lessons learned from the launch of this particular project, write down things to consider regarding future projects. 
• Action Plan: Provide an action plan (or a list of action items) that identifies the project deliverables and any outstanding tasks. 
• Key Performance Indicators: List any KPIs that you used, or plan to use, to evaluate the project’s success (e.g., output KPIs, input KPIs, process KPIs, qualitative KPIs, etc.).
• Key Takeaways: Write a summary of the project’s key takeaways and how they relate to the success of future projects.

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• How to Write Evaluation Reports: Purpose, Structure, Content, Challenges, Tips, and Examples
• Learning Center

This article explores how to write effective evaluation reports, covering their purpose, structure, content, and common challenges. It provides tips for presenting evaluation findings effectively and using evaluation reports to improve programs and policies. Examples of well-written evaluation reports and templates are also included.

Table of Contents

What is an Evaluation Report?

What is the purpose of an evaluation report, importance of evaluation reports in program management, structure of evaluation report, best practices for writing an evaluation report, common challenges in writing an evaluation report, tips for presenting evaluation findings effectively, using evaluation reports to improve programs and policies, example of evaluation report templates, conclusion: making evaluation reports work for you.

An evaluatio n report is a document that presents the findings, conclusions, and recommendations of an evaluation, which is a systematic and objective assessment of the performance, impact, and effectiveness of a program, project, policy, or intervention. The report typically includes a description of the evaluation’s purpose, scope, methodology, and data sources, as well as an analysis of the evaluation findings and conclusions, and specific recommendations for program or project improvement.

Evaluation reports can help to build capacity for monitoring and evaluation within organizations and communities, by promoting a culture of learning and continuous improvement. By providing a structured approach to evaluation and reporting, evaluation reports can help to ensure that evaluations are conducted consistently and rigorously, and that the results are communicated effectively to stakeholders.

Evaluation reports may be read by a wide variety of audiences, including persons working in government agencies, staff members working for donors and partners, students and community organisations, and development professionals working on projects or programmes that are comparable to the ones evaluated.

Related: Difference Between Evaluation Report and M&E Reports .

The purpose of an evaluation report is to provide stakeholders with a comprehensive and objective assessment of a program or project’s performance, achievements, and challenges. The report serves as a tool for decision-making, as it provides evidence-based information on the program or project’s strengths and weaknesses, and recommendations for improvement.

The main objectives of an evaluation report are:

• Accountability: To assess whether the program or project has met its objectives and delivered the intended results, and to hold stakeholders accountable for their actions and decisions.
• Learning : To identify the key lessons learned from the program or project, including best practices, challenges, and opportunities for improvement, and to apply these lessons to future programs or projects.
• Improvement : To provide recommendations for program or project improvement based on the evaluation findings and conclusions, and to support evidence-based decision-making.
• Communication : To communicate the evaluation findings and conclusions to stakeholders , including program staff, funders, policymakers, and the general public, and to promote transparency and stakeholder engagement.

An evaluation report should be clear, concise, and well-organized, and should provide stakeholders with a balanced and objective assessment of the program or project’s performance. The report should also be timely, with recommendations that are actionable and relevant to the current context. Overall, the purpose of an evaluation report is to promote accountability, learning, and improvement in program and project design and implementation.

Evaluation reports play a critical role in program management by providing valuable information about program effectiveness and efficiency. They offer insights into the extent to which programs have achieved their objectives, as well as identifying areas for improvement.

Evaluation reports help program managers and stakeholders to make informed decisions about program design, implementation, and funding. They provide evidence-based information that can be used to improve program outcomes and address challenges.

Moreover, evaluation reports are essential in demonstrating program accountability and transparency to funders, policymakers, and other stakeholders. They serve as a record of program activities and outcomes, allowing stakeholders to assess the program’s impact and sustainability.

In short, evaluation reports are a vital tool for program managers and evaluators. They provide a comprehensive picture of program performance, including strengths, weaknesses, and areas for improvement. By utilizing evaluation reports, program managers can make informed decisions to improve program outcomes and ensure that their programs are effective, efficient, and sustainable over time.

The structure of an evaluation report can vary depending on the requirements and preferences of the stakeholders, but typically it includes the following sections:

• Executive Summary : A brief summary of the evaluation findings, conclusions, and recommendations.
• Introduction: An overview of the evaluation context, scope, purpose, and methodology.
• Background: A summary of the programme or initiative that is being assessed, including its goals, activities, and intended audience(s).
• Evaluation Questions : A list of the evaluation questions that guided the data collection and analysis.
• Methodology: A description of the data collection methods used in the evaluation, including the sampling strategy, data sources, and data analysis techniques.
• Findings: A presentation of the evaluation findings, organized according to the evaluation questions.
• Conclusions : A summary of the main evaluation findings and conclusions, including an assessment of the program or project’s effectiveness, efficiency, and sustainability.
• Recommendations : A list of specific recommendations for program or project improvements based on the evaluation findings and conclusions.
• Lessons Learned : A discussion of the key lessons learned from the evaluation that could be applied to similar programs or projects in the future.
• Limitations : A discussion of the limitations of the evaluation, including any challenges or constraints encountered during the data collection and analysis.
• References: A list of references cited in the evaluation report.
• Appendices : Additional information, such as detailed data tables, graphs, or maps, that support the evaluation findings and conclusions.

The structure of the evaluation report should be clear, logical, and easy to follow, with headings and subheadings used to organize the content and facilitate navigation.

In addition, the presentation of data may be made more engaging and understandable by the use of visual aids such as graphs and charts.

Writing an effective evaluation report requires careful planning and attention to detail. Here are some best practices to consider when writing an evaluation report:

Begin by establishing the report’s purpose, objectives, and target audience. A clear understanding of these elements will help guide the report’s structure and content.

Use clear and concise language throughout the report. Avoid jargon and technical terms that may be difficult for readers to understand.

Use evidence-based findings to support your conclusions and recommendations. Ensure that the findings are clearly presented using data tables, graphs, and charts.

Provide context for the evaluation by including a brief summary of the program being evaluated, its objectives, and intended impact. This will help readers understand the report’s purpose and the findings.

Include limitations and caveats in the report to provide a balanced assessment of the program’s effectiveness. Acknowledge any data limitations or other factors that may have influenced the evaluation’s results.

Organize the report in a logical manner, using headings and subheadings to break up the content. This will make the report easier to read and understand.

Ensure that the report is well-structured and easy to navigate. Use a clear and consistent formatting style throughout the report.

Finally, use the report to make actionable recommendations that will help improve program effectiveness and efficiency. Be specific about the steps that should be taken and the resources required to implement the recommendations.

By following these best practices, you can write an evaluation report that is clear, concise, and actionable, helping program managers and stakeholders to make informed decisions that improve program outcomes.

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Writing an evaluation report can be a challenging task, even for experienced evaluators. Here are some common challenges that evaluators may encounter when writing an evaluation report:

• Data limitations: One of the biggest challenges in writing an evaluation report is dealing with data limitations. Evaluators may find that the data they collected is incomplete, inaccurate, or difficult to interpret, making it challenging to draw meaningful conclusions.
• Stakeholder disagreements: Another common challenge is stakeholder disagreements over the evaluation’s findings and recommendations. Stakeholders may have different opinions about the program’s effectiveness or the best course of action to improve program outcomes.
• Technical writing skills: Evaluators may struggle with technical writing skills, which are essential for presenting complex evaluation findings in a clear and concise manner. Writing skills are particularly important when presenting statistical data or other technical information.
• Time constraints: Evaluators may face time constraints when writing evaluation reports, particularly if the report is needed quickly or the evaluation involved a large amount of data collection and analysis.
• Communication barriers: Evaluators may encounter communication barriers when working with stakeholders who speak different languages or have different cultural backgrounds. Effective communication is essential for ensuring that the evaluation’s findings are understood and acted upon.

By being aware of these common challenges, evaluators can take steps to address them and produce evaluation reports that are clear, accurate, and actionable. This may involve developing data collection and analysis plans that account for potential data limitations, engaging stakeholders early in the evaluation process to build consensus, and investing time in developing technical writing skills.

Presenting evaluation findings effectively is essential for ensuring that program managers and stakeholders understand the evaluation’s purpose, objectives, and conclusions. Here are some tips for presenting evaluation findings effectively:

• Know your audience: Before presenting evaluation findings, ensure that you have a clear understanding of your audience’s background, interests, and expertise. This will help you tailor your presentation to their needs and interests.
• Use visuals: Visual aids such as graphs, charts, and tables can help convey evaluation findings more effectively than written reports. Use visuals to highlight key data points and trends.
• Be concise: Keep your presentation concise and to the point. Focus on the key findings and conclusions, and avoid getting bogged down in technical details.
• Tell a story: Use the evaluation findings to tell a story about the program’s impact and effectiveness. This can help engage stakeholders and make the findings more memorable.
• Provide context: Provide context for the evaluation findings by explaining the program’s objectives and intended impact. This will help stakeholders understand the significance of the findings.
• Use plain language: Use plain language that is easily understandable by your target audience. Avoid jargon and technical terms that may confuse or alienate stakeholders.
• Engage stakeholders: Engage stakeholders in the presentation by asking for their input and feedback. This can help build consensus and ensure that the evaluation findings are acted upon.

By following these tips, you can present evaluation findings in a way that engages stakeholders, highlights key findings, and ensures that the evaluation’s conclusions are acted upon to improve program outcomes.

Evaluation reports are crucial tools for program managers and policymakers to assess program effectiveness and make informed decisions about program design, implementation, and funding. By analyzing data collected during the evaluation process, evaluation reports provide evidence-based information that can be used to improve program outcomes and impact.

One of the primary ways that evaluation reports can be used to improve programs and policies is by identifying program strengths and weaknesses. By assessing program effectiveness and efficiency, evaluation reports can help identify areas where programs are succeeding and areas where improvements are needed. This information can inform program redesign and improvement efforts, leading to better program outcomes and impact.

Evaluation reports can also be used to make data-driven decisions about program design, implementation, and funding. By providing decision-makers with data-driven information, evaluation reports can help ensure that programs are designed and implemented in a way that maximizes their impact and effectiveness. This information can also be used to allocate resources more effectively, directing funding towards programs that are most effective and efficient.

Another way that evaluation reports can be used to improve programs and policies is by disseminating best practices in program design and implementation. By sharing information about what works and what doesn’t work, evaluation reports can help program managers and policymakers make informed decisions about program design and implementation, leading to better outcomes and impact.

Finally, evaluation reports can inform policy development and improvement efforts by providing evidence about the effectiveness and impact of existing policies. This information can be used to make data-driven decisions about policy development and improvement efforts, ensuring that policies are designed and implemented in a way that maximizes their impact and effectiveness.

In summary, evaluation reports are critical tools for improving programs and policies. By providing evidence-based information about program effectiveness and efficiency, evaluation reports can help program managers and policymakers make informed decisions, allocate resources more effectively, disseminate best practices, and inform policy development and improvement efforts.

There are many different templates available for creating evaluation reports. Here are some examples of template evaluation reports that can be used as a starting point for creating your own report:

• The National Science Foundation Evaluation Report Template – This template provides a structure for evaluating research projects funded by the National Science Foundation. It includes sections on project background, research questions, evaluation methodology, data analysis, and conclusions and recommendations.
• The CDC Program Evaluation Template – This template, created by the Centers for Disease Control and Prevention, provides a framework for evaluating public health programs. It includes sections on program description, evaluation questions, data sources, data analysis, and conclusions and recommendations.
• The World Bank Evaluation Report Template – This template, created by the World Bank, provides a structure for evaluating development projects. It includes sections on project background, evaluation methodology, data analysis, findings and conclusions, and recommendations.
• The European Commission Evaluation Report Template – This template provides a structure for evaluating European Union projects and programs. It includes sections on project description, evaluation objectives, evaluation methodology, findings, conclusions, and recommendations.
• The UNICEF Evaluation Report Template – This template provides a framework for evaluating UNICEF programs and projects. It includes sections on program description, evaluation questions, evaluation methodology, findings, conclusions, and recommendations.

These templates provide a structure for creating evaluation reports that are well-organized and easy to read. They can be customized to meet the specific needs of your program or project and help ensure that your evaluation report is comprehensive and includes all of the necessary components.

• World Health Organisations Reports
• Checkl ist for Assessing USAID Evaluation Reports

In conclusion, evaluation reports are essential tools for program managers and policymakers to assess program effectiveness and make informed decisions about program design, implementation, and funding. By analyzing data collected during the evaluation process, evaluation reports provide evidence-based information that can be used to improve program outcomes and impact.

To make evaluation reports work for you, it is important to plan ahead and establish clear objectives and target audiences. This will help guide the report’s structure and content and ensure that the report is tailored to the needs of its intended audience.

When writing an evaluation report, it is important to use clear and concise language, provide evidence-based findings, and offer actionable recommendations that can be used to improve program outcomes. Including context for the evaluation findings and acknowledging limitations and caveats will provide a balanced assessment of the program’s effectiveness and help build trust with stakeholders.

Presenting evaluation findings effectively requires knowing your audience, using visuals, being concise, telling a story, providing context, using plain language, and engaging stakeholders. By following these tips, you can present evaluation findings in a way that engages stakeholders, highlights key findings, and ensures that the evaluation’s conclusions are acted upon to improve program outcomes.

Finally, using evaluation reports to improve programs and policies requires identifying program strengths and weaknesses, making data-driven decisions, disseminating best practices, allocating resources effectively, and informing policy development and improvement efforts. By using evaluation reports in these ways, program managers and policymakers can ensure that their programs are effective, efficient, and sustainable over time.

Well understanding, the description of the general evaluation of report are clear with good arrangement and it help students to learn and make practices

Patrick Kapuot

Thankyou for very much for such detail information. Very comprehensively said.

hailemichael

very good explanation, thanks

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What is Project Evaluation? The Complete Guide with Templates

Project evaluation is an important part of determining the success or failure of a project. Properly evaluating a project helps you understand what worked well and what could be improved for future projects. This blog post will provide an overview of key components of project evaluation and how to conduct effective evaluations.

What is Project Evaluation?

Project evaluation is a key part of assessing the success, progress and areas for improvement of a project. It involves determining how well a project is meeting its goals and objectives. Evaluation helps determine if a project is worth continuing, needs adjustments, or should be discontinued.

A good evaluation plan is developed at the start of a project. It outlines the criteria that will be used to judge the project’s performance and success. Evaluation criteria can include things like:

• Meeting timelines and budgets - Were milestones and deadlines met? Was the project completed within budget?
• Delivering expected outputs and outcomes - Were the intended products, results and benefits achieved?
• Satisfying stakeholder needs - Were customers, users and other stakeholders satisfied with the project results?
• Achieving quality standards - Were quality metrics and standards defined and met?
• Demonstrating effectiveness - Did the project accomplish its intended purpose?

Project evaluation provides valuable insights that can be applied to the current project and future projects. It helps organizations learn from their projects and continuously improve their processes and outcomes.

Project Evaluation Templates

These templates will help you evaluate your project by providing a clear structure to assess how it was planned, carried out, and what it achieved. Whether you’re managing the project, part of the team, or a stakeholder, these template assist in gathering information systematically for a thorough evaluation.

Project Evaluation Template 1

• Ready to use
• Fully customizable template
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Project Evaluation Template 2

Project Evaluation Methods

Project evaluation involves using various methods to assess the performance and impact of a project. The choice of methods depends on the nature of the project, its objectives, and the available resources. Here are some common project evaluation methods:

Pre-project evaluation

Pre-project evaluations are done before a project begins. This involves evaluating the project plan, scope, objectives, resources, and budget. This helps determine if the project is feasible and identifies any potential issues or risks upfront. It establishes a baseline for later evaluations.

Ongoing evaluation

Ongoing evaluations happen during the project lifecycle. Regular status reports track progress against the project plan, budget, and deadlines. Any deviations or issues are identified and corrective actions can be taken promptly. This allows projects to stay on track and make adjustments as needed.

Post-project evaluation

Post-project evaluations occur after a project is complete. This final assessment determines if the project objectives were achieved and customer requirements were met. Key metrics like timeliness, budget, and quality are examined. Lessons learned are documented to improve processes for future projects. Stakeholder feedback is gathered through surveys, interviews, or focus groups .

Project Evaluation Steps

When evaluating a project, there are several key steps you should follow. These steps will help you determine if the project was successful and identify areas for improvement in future initiatives.

Step 1: Set clear goals

The first step is establishing clear goals and objectives for the project before it begins. Make sure these objectives are SMART: specific, measurable, achievable, relevant and time-bound. Having clear goals from the outset provides a benchmark for measuring success later on.

Step 2: Monitor progress

Once the project is underway, the next step is monitoring progress. Check in regularly with your team to see if you’re on track to meet your objectives and deadlines. Identify and address any issues as early as possible before they become major roadblocks. Monitoring progress also allows you to course correct if needed.

Step 3: Collect data

After the project is complete, collect all relevant data and metrics. This includes both quantitative data like budget information, timelines and deliverables, as well customer feedback and qualitative data from surveys or interviews. Analyzing this data will show you how well the project performed against your original objectives.

Step 4: Analyze and interpret

Identify what worked well and what didn’t during the project. Highlight best practices to replicate and lessons learned to improve future initiatives. Get feedback from all stakeholders involved, including project team members, customers and management.

Step 5: Develop an action plan

Develop an action plan to apply what you’ve learned for the next project. Update processes, procedures and resource allocations based on your evaluation. Communicate changes across your organization and train employees on any new best practices. Implementing these changes will help you avoid similar issues the next time around.

Benefits of Project Evaluation

Project evaluation is a valuable tool for organizations, helping them learn, adapt, and improve their project outcomes over time. Here are some benefits of project evaluation.

• Helps in making informed decisions by providing a clear understanding of the project’s strengths, weaknesses, and areas for improvement.
• Holds the project team accountable for meeting goals and using resources effectively, fostering a sense of responsibility.
• Facilitates organizational learning by capturing valuable insights and lessons from both successful and challenging aspects of the project.
• Allows for the efficient allocation of resources by identifying areas where adjustments or reallocations may be needed.
• Provides evidence of the project’s value by assessing its impact, cost-effectiveness, and alignment with organizational objectives.
• Involves stakeholders in the evaluation process, fostering collaboration, and ensuring that diverse perspectives are considered.

Project Evaluation Best Practices

Follow these best practices to do a more effective and meaningful project evaluation, leading to better project outcomes and organizational learning.

• Clear objectives : Clearly define the goals and questions you want the evaluation to answer.
• Involve stakeholders : Include the perspectives of key stakeholders to ensure a comprehensive evaluation.
• Use appropriate methods : Choose evaluation methods that suit your objectives and available resources.
• Timely data collection : Collect data at relevant points in the project timeline to ensure accuracy and relevance.
• Thorough analysis : Analyze the collected data thoroughly to draw meaningful conclusions and insights.
• Actionable recommendations : Provide practical recommendations that can lead to tangible improvements in future projects.
• Learn and adapt : Use evaluation findings to learn from both successes and challenges, adapting practices for continuous improvement.
• Document lessons : Document lessons learned from the evaluation process for organizational knowledge and future reference.

How to Use Creately to Evaluate Your Projects

Use Creately’s visual collaboration platform to evaluate your project and improve communication, streamline collaboration, and provide a visual representation of project data effectively.

Task tracking and assignment

Use the built-in project management tools to create, assign, and track tasks right on the canvas. Assign responsibilities, set due dates, and monitor progress with Agile Kanban boards, Gantt charts, timelines and more. Create task cards containing detailed information, descriptions, due dates, and assigned responsibilities.

Notes and attachments

Record additional details and attach documents, files, and screenshots related to your tasks and projects with per item integrated notes panel and custom data fields. Or easily embed files and attachments right on the workspace to centralize project information. Work together on project evaluation with teammates with full multiplayer text and visual collaboration.

Real-time collaboration

Get any number of participants on the same workspace and track their additions to the progress report in real-time. Collaborate with others in the project seamlessly with true multi-user collaboration features including synced previews and comments and discussion threads. Use Creately’s Microsoft Teams integration to brainstorm, plan, run projects during meetings.

Pre-made templates

Get a head start with ready-to-use progress evaluation templates and other project documentation templates available right inside the app. Explore 1000s more templates and examples for various scenarios in the community.

In summary, project evaluation is like a compass for projects, helping teams understand what worked well and what can be improved. It’s a tool that guides organizations to make better decisions and succeed in future projects. By learning from the past and continuously improving, project evaluation becomes a key factor in the ongoing journey of project management, ensuring teams stay on the path of excellence and growth.

More project management related guides

• 8 Essential Metrics to Measure Project Success
• How to Manage Your Project Portfolio Like a Pro
• What is Project Baseline in Project Management?
• How to Create a Winning Project Charter: Your Blueprint for Success
• Your Comprehensive Guide to Creating Effective Workback Schedules
• What is a Work Breakdown Structure? and How To Create a WBS?
• The Practical Guide to Creating a Team Charter
• Your Guide to Multi-Project Management
• How AI Is Transforming Project Management
• A Practical Guide to Resource Scheduling in Project Management

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

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Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

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Evaluation reports are important tools for collecting, organizing and analyzing a particular project’s activities and outcomes. It is crucial for understanding the progress of the project, the effectiveness of the procedure, and the areas requiring improvements, which will ultimately help in better planning . You can use our report templates to create useful project evaluation reports for various purposes.

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Step 2: state the purpose, step 3: structure of the content, step 4: findings and conclusions, step 5: plan for the future.

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10 Best Project Assessment Templates to Evaluate Projects

Praburam Srinivasan

Growth Marketing Manager

December 11, 2023

“What gets measured gets managed”, wrote Peter Drucker, one of the most well-known and influential thinkers and writers on management theory and practice.

This popular saying applies to project management as well.

According to The Wellingtone Annual Report on the State of Project Management (2021), 47% of Project Managers, PMO specialists, and programme managers do not have access to real-time project KPIs.

No wonder, then, that 66% of organizations report not being able to complete projects most of the time.

Having a realistic way to evaluate your milestones and check whether you’re on track to meet your goals is important to win at the project management game. That’s what a project assessment template can do for you.

But how do you know which template is right for you?

Use this article as your guide map to discover the 10 best project assessment templates, and pick the ones most suitable for your use-case.

What is a Project Assessment Template?

What makes a good project assessment template, 1. clickup project assessment template, 2. clickup assessment report template, 3. clickup project management risk analysis template, 4. clickup evaluation form task template, 5. clickup project note template, 6. clickup evaluation report template, 7. clickup lessons learned template, 8. clickup project management review template, 9. clickup post-mortem template, 10. clickup project log template.

A project assessment template is a document used to evaluate the performance and effectiveness of a project. It typically includes sections to record key project details, goals, budgets, timelines, deliverables, quality, risks, issues, lessons learned, and recommendations.

Whether you’re building a skyscraper or launching a new app, a project assessment template provides you with a structured way to analyze what went well and what could be improved to inform future projects.

Here are the absolute essentials for a good project evaluation template:

• Comprehensiveness : Good project evaluation templates cover all aspects of project performance with sections for goals, budget, timeline, risks, issues, quality, team effectiveness and more.
• Clear goals and measures : The template should allow you to record the original goals of the project and define the project’s success metrics to evaluate if those goals were achieved. Find templates that can give you such  quantitative feedback at a glance
• Feedback compilation: The template should have a way to easily compile and analyze stakeholder feedback in one place
• Accessibility : A good project assessment template is user-friendly. It’s designed for real people, not just project management experts. The easier it is to use, the more likely your team will embrace it, making it a part of your project routine.
• Customization: Projects are like snowflakes—no two are exactly alike. A good template isn’t a one-size-fits-all deal and moulds itself to your project.
• Visual reporting: Visual timelines, charts, and graphs allow for data-driven assessment reporting that can be easily digested by all stakeholders

Selecting a template aligned to these criteria will lead to actionable, insightful project assessments for improved project delivery.

10 Project Assessment Templates to Use in 2024

No matter the scale and scope of your project, these diverse templates from ClickUp will simplify project tracking and evaluation for you and your team members.

ClickUp’s Project Assessment Template is like having a super-efficient assistant—it keeps things organized, spots potential issues and improvement areas , and ensures team collaboration is always on point.

This template comes with a host of customizable features including:

• Custom Statuses: to keep track of the different stages of your project assessment
• Custom Fields: to categorize and add attributes that provide visibility to project stakeholders
• Custom Views: to build out your ClickUp workflow which includes List, Gantt, Workload, Calendar, and more
• Project Management: to improve project assessment tracking with tags, dependency warnings, emails, and more

The best part?

All of it is neatly presented with powerful visuals in a single place for quick understanding. 📊

Using it is super simple too! Just six steps: set it up, define project goals, break tasks down, monitor progress, address issues, and celebrate milestones.

Want an easy way to track employee performance?  ClickUp’s Assessment Report Template is a game-changer for capturing performance metrics and assessing operational effectiveness.

But the real beauty of this template lies in its versatility. You can use it for measuring the effectiveness of employee training programs, evaluating customer feedback, or monitoring the success of various projects as well.

Having a consistent format to document assessment data saves time and supports the logical organization of information. The biggest benefit is that it helps you standardize assessment reports org-wide.

With features like comment reactions, nested subtasks, and multiple assignees, this ClickUp template helps you manage projects and track assessments without breaking a sweat.

To make the most of it, follow five steps:

• Gather info including the objectives of the assessment, the tasks and activities being used, the criteria for evaluation, and the results of the assessment
• Use ClickUp’s Table View to create a spreadsheet that will form the base of your assessment report. Include details like the assessment title and the name of the assessor
• Add the relevant data using Custom Fields in ClickUp
• Analyze the data you entered using the  Board View . Look for patterns, trends, and correlations to evaluate performance and identify areas of improvement
• Create action items to implement changes with ClickUp Tasks

Making your assessment reports clearer is quick and easy with ClickUp.

ClickUp’s Project Management Risk Analysis Template is a must-have for project teams.

It allows teams to spot risks, determine how likely they are to crop up and plan actions to steer clear of them. Whether it’s a big project or a simple task list, this template ensures your project stays on track, no matter what hurdles pop up. 🕰

Use this template to:

• Estimate potential risks and their impact on your project
• Allocate resources and put mitigation measures in place
• Prioritize threats by severity
• Ensure the delivery of projects on time and within the budget

The template’s special features, like tags, due dates, alerts, and comments, make tracking and planning for risks simpler.

Here’s a simple 5-step guide to preventing risks from derailing your projects: List risks using a ClickUp Doc, rate their importance with ClickUp Tasks, set ClickUp Goals for laying out action plans, use ClickUp Automations to get alerts to keep an eye on risks and update your risk list as the project goes on.

The ClickUp Evaluation Form Task Template is a user-friendly template for managers to check how well their team members perform. It asks simple questions about awards, teamwork, skills, and more. Once someone fills out the form, it turns into a task in ClickUp automatically. This makes it easy for managers to review everyone’s performance in one place.

This template is not just for employees; it works for anyone contributing to a project, like freelancers or contractors. It also helps managers keep a neat record of everyone’s work and progress over time.

ClickUp’s Project Note Template is like having a super-organized notebook for your projects. It helps you keep every detail of the entire project lifecycle in one place.

You can easily track tasks, handle changes, and collect feedback from various stakeholders. ClickUp makes it easy to invite relevant members or guests to your project or Workspace to start collaborating.

In addition to ensuring that every team member retains context at all times, this template also gives you a consistent way of recording details, ensures nothing important is missed, and enables you to analyze your project’s progress easily.

To use it, just gather project info in a ClickUp Doc, set up the template with project details, add tasks for each goal, and assign them to team members.

With timely notifications via ClickUp Automations, you don’t even need to have to worry about missing out on updates!

ClickUp’s Evaluation Report Template is a vital tool for understanding the ins and outs of any project or process. This template simplifies the documentation and analysis of data, ensuring accuracy and transparency in your evaluations.

Whether you’re launching a product or conducting a customer survey, this template helps you find out what works and what doesn’t. It also makes your job easier with clear suggestions for improvement.

• Have a consistent and easy-to-follow reporting format
• Summarize data from various assessments
• Compare results across assessments
• Improve evaluation tracking with handy ClickUp features , like comment reactions, nested subtasks, multiple assignees, and priority labels

In your project journey, ClickUp’s Project Management Lessons Learned Template is a handy tool for project review. It helps you reflect on what went well and what you could have done better.

This user-friendly tool allows you to easily document successful aspects so you can replicate them, identify and address shortcomings, and gain a clear visual overview of your project’s progress through easy performance tracking tools .

By capturing the most important learnings from each project, this template helps you and your team improve with each project. 💪

The good news? This is not the only Lessons Learned Template you have at your disposal. ClickUp offers a variety of customizable project review templates , including the ClickUp Project Retrospective Template and the ClickUp 4Ls Retro Template to empower your team for more successful projects ahead.

Need help with visualizing quick takeaways from your projects? Check out ClickUp’s  Project Summary Templates . 

ClickUp’s Project Management Review Template makes it easy to gather feedback from stakeholders, spot areas for improvement, and organize your project review process. Whether you’re handling one project or many, it ensures your reviews are thorough and effective.

Benefits include keeping track of progress, making sure tasks are completed on time, adjusting project resources as needed, and giving everyone a full view of the project. With custom ClickUp features, it’s easy to edit tasks together, view timelines, and collaborate on different aspects of the project.

For the best results with this template, ClickUp suggests following a four-step process: set clear goals, collect info with simple tables, look at how the project is going using custom details, and plan what to do next with a visual chart.

This template makes project reviews simple, promoting teamwork and smart decision-making for making projects a success.

ClickUp’s Project Post-Mortem Template offers a simple way to evaluate project success or failure. It lets you gather and study feedback from everyone involved, analyzing trends in both project implementation and communication. ⚠️-> 🎯->📈

It’s helpful for all project managers, whether you’re just starting or have lots of experience.

Why? Because it gives you a clear way to write down problems, insights, and things you’ve learned so you and your team can fix any issues and do better next time.

ClickUp’s Project Post-Mortem template has many useful features for retrospective project review:

• Custom Statuses: to keep track of the progress of each issue from Investigation to New Entry to Resolved, and/or Unresolved
• Custom Fields: Get visibility into the project’s sector, resources, category, and root cause
• Custom Views: Configure project views as per your needs. Choose from Insight Input Form, Pending Tasks, Status, Post Mortem Templates , Getting Started Guide, and more
• Project Management: Improve post mortem project tracking with comment reactions, automations, AI, and more

Here are some more post-project debriefing templates by ClickUp to help improve your future projects.

ClickUp’s Project Log Template helps you document every step of your project, assign tasks, and visualize your workflow—all in one place. Whether your project is big or small, this template keeps everything organized, making it easier to track progress and hit deadlines.

It comes with features like custom statuses and fields, along with various views like List, Gantt, and Calendar. These allow you to customize the template to fit your project’s unique needs. Plus, you get handy project management tools like time tracking, comment reactions, and even some AI assistance.

To use it, start by gathering your project details and setting up the document with the project name and timeline. Then, add tasks, milestones, and deadlines. Keep the log updated regularly to ensure accuracy. Share it with your team to improve collaboration and keep everyone informed.

Adding this template to your ClickUp Workspace is easy and a great way to streamline project management. It’s designed to help project leaders like you stay organized, communicate effectively with the team, and ultimately ensure successful project outcomes.

Are You Ready to Use ClickUp’s Project Assessment Templates to Deliver  Projects Successfully?

Getting a project from point A to point B seems simple until variables, risks, and scope creep topple plans. But successful project delivery IS possible with the right co-pilot—ClickUp project assessment templates.

These customizable templates bring much-needed direction and clarity to uncertain projects, big or small. Their structured approach helps you continually track risks, enabling early course corrections to prevent minor hiccups from escalating. Real-time task management and insights guide teams to collaborate smarter.

And the biggest reward? Not just successful outcomes, but getting better each step of the way. Rigorous project evaluations mean each initiative strengthens your process capabilities for the next one.

Think robust templates are hard to find? Not with ClickUp!

Sign up and get access to an ever-expanding library of over 1,000 template options spanning task management , product launches , engineering projects , you name it!

Questions? Comments? Visit our Help Center for support.

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Top 10 Evaluation Report Examples With Templates and Samples

Kanica Sharma

What is the business value this product or service offers my customers? This fundamental question, on the minds of top CEOs, deserves an evaluation report. Have you ever been tasked with providing one, be it for any area of business? Why is an evaluation report even necessary, you ask? 

Here’s the answer:  Evaluation reports help you evaluate your company's success and prepare a report for the same on a regular basis based on pre-set goals. Evaluations not only keep you up to date on your current situation, but they also warn you of potential threats that could ambush your business. 

As part of your evaluation, you will need to combine everything together in the form of a report.

Looking for more clarity? We’ve got you!

An Evaluation Report is a document that evaluates the strengths, weaknesses, results, quality, and effectiveness of a product or service using some relevant criteria and standards.

An evaluation report’s sole purpose is to provide decision-makers with information that will assist them in making informed decisions about a product, service, program, or policy. That is exactly what we at SlideTeam, strive for as well! 

SlideTeam has curated a collection of Evaluation Report PPT Templates that are objective and balanced and are also based on empirical evidence. The  100% customizable nature of these templates gives you the desired flexibility to edit your presentations. The content-ready slides provide the necessary structure.

With these content-ready designs in hand, decision-makers can be informed about what is working well and what could be improved. Now is the time to develop the habit of evaluating reports and going through organizational data to decide on things.  

Let’s take a tour.

Template 1: Customer Evaluation Report PPT Template

With our PPT Template, you can summarize the effectiveness of a product or service in line with the applicable procedures and standards. Also, have a general understanding of the evaluation process to help you along the way. Download now!

Download this template

Template 2: Evaluation Report Form To Review Employee Performance

An evaluation report form is a performance review tool that covers information about an employee's basic details, qualities, and comments. With our free Employee Evaluation Forms, you can collect responses to assess what your employees are doing well and where they need to improve. Use this to highlight 11 parameters on which you can rate your employees on a 4-point subjective scale of ‘Unsatisfactory to Excellent.’  Download now!

Template 3: Post-Event Evaluation Report with Detailed Description

Committing to post-event reflection and evaluation is just as important as planning. Our PPT Template enables you and your group to learn from the event and make decisions about other events that your group will host. Have every minute detail of the event ready for close scrutiny. Use this presentation template to invite recommendations as well. Get this design right away!

Template 4: Post-Business Meeting Event Evaluation Report

We all know that the end of an event means there are a lot of loose ends to tie up and things to handle that are time-consuming and tedious but important. One of the most difficult tasks is compiling and writing the post-event report.  Our PPT Design simplifies this task for you, reducing it to a five-minute job. Our template will be useful because it will incorporate your valuable input to improve future events. Considering all the future possibilities, this template is a must-have. Download now!

Template 5: Agency Performance Evaluation Report

Our Agency Performance Evaluation Report PPT Template represents critical business performance measures. Keep track of the Technology Ready Assessment (TRA) score, viewability, brand, safety, and fraud for better performance. Use our design and report the evaluation of your workplace, and present it in the most professional way. Get it now!

Template 6: Project Management Plan With Evaluation Report

Managing a project with a lot of moving parts can be difficult, to say the least, but the project evaluation report is intended to make the process easier to understand. You can assist project managers in creating an evaluation report for the project management plan by incorporating our PPT Template. It also includes evaluation parameters such as scope, schedule, and budget. Download now! 

Template 7: Research Team Members Performance Evaluation Report

Employee performance must be evaluated on a regular basis. Every day worked and every assignment completed allows the supervisor to assess how well duties are carried out. Our PPT Layout assists them in making decisions about their promotion to higher positions and is intended to help the supervisor in forming these evaluations as objectively as possible. Download your design now! 

Template 8: Tips To Create Cyber Security Evaluation Report

Tackling hackers and other intruders attempting to gain access to your systems and cause disruption and loss is a constant challenge for business cybersecurity. The best way to protect yourself is to learn how to write a cyber security evaluation report. Security assessment reports, when done correctly, reduce risk and allow businesses to decide where to improve their cyber defenses. A security assessment report, in essence, contains conclusions and recommendations. It is about flaws in an IT environment. Get yours now! 

Template 9: System Evaluation Performance Result Report

Deploy our PPT Template, which examines how a specific system performs on a daily basis and chronicles what slows down performance and causes errors. . It includes outcomes based on three criteria: system functionality, usage, and system capability. Monitoring and reporting performance on a regular basis can save a lot of time and trouble. Download now!

Template 10: Supplier Evaluation Audit Report With Strength And Weakness

Suppliers can have a significant impact on quality costs. Our PPT Design walks you through the assessment audit report, which is used to assess and monitor potential suppliers. The report provides an overview of the supplier's capabilities, strengths, weaknesses, suggestions, and so on. Get an in-depth analysis of supply chain performance to identify winners and losers. Download now!

Over To You!

Creating an effective evaluation report can be challenging, but with the right tools, it can be a breeze. Our PPT templates for evaluation reports are designed to help you present your data and findings in a clear and professional manner, leaving a lasting impression on your audience. 

Not only do our templates save you time and effort in the creation process, but they also have been designed to increase audience retention and engagement, making your report more effective. 

Don't waste any more time creating your report from scratch. Download our templates today and see the difference for yourself.

P.S.-  With our content-ready templates , you can now have an exhaustive and in-depth look at different sales KPIs and map them out visually to see the trends and fluctuations.

FAQs on Evaluation Report

How do you write an evaluation report.

An evaluation report is a document that summarizes the results and findings of an evaluation project. Here are the steps on how to write an evaluation report:

Define the purpose and scope of the evaluation: Clearly state the goals and objectives of the evaluation, as well as the program being evaluated.

Describe the evaluation methods used: Include information about data collection techniques and the sample size, as well as the methods used for data analysis.

Present the findings: Summarize the results of the evaluation, including both quantitative and qualitative data, and present them in a clear and logical manner.

Interpret the findings: Discuss the implications of the findings and provide a clear explanation of what the results mean in the context of the evaluation.

Provide recommendations: Based on the findings, provide specific recommendations for improvement and/or continuation of the program or population being evaluated.

Conclude the report: Summarize the main findings and recommendations of the evaluation report.

Appendices and references: Include any additional materials that support the report, such as data tables, questionnaires, and interview transcripts, as well as any relevant references cited in the report.

Review and edit: Review the report for grammar, punctuation, and formatting errors, and make any necessary revisions.

What are the 5  Ps in evaluation procedures?

The 5 Ps in evaluation procedures are:

Purpose: Defining the overall aim of the evaluation and its specific goals and objectives.

Participants: Identifying the individuals or groups who will be involved in the evaluation.

Procedures: Outline the specific methods and techniques that will be used to collect and analyze data.

Products: Identifying what outputs will be produced as a result of the evaluation, such as a report or set of recommendations.

Performance: Monitoring and assessing the implementation of the evaluation and making adjustments as needed.

These five elements are the key components of a comprehensive evaluation plan that should be taken into account during the evaluation process. 

What are the three parts of evaluation?

There are three main parts of an evaluation: planning, implementation, and dissemination.

Planning: Establishing clear goals, determining methods, and developing a plan for data collection and analysis.

Implementation: Conducting the evaluation using systematic and rigorous methods, following the plan.

Dissemination: Sharing the results with stakeholders and creating a report, making recommendations for action.

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High Quality Evaluation Reports

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The most important outcome of an evaluation is that it is used to inform decisions and improve USAID projects and programs. A key factor in using evaluation findings is having a well-written, succinct report that clearly and quickly communicates credible findings and conclusions, including easy-to-understand graphics and consistent formatting. USAID staff charged with managing evaluations have an important role to play in ensuring that every evaluation report USAID receives and accepts meets the Agency’s evaluation quality standards.

USAID Evaluation Report guidance is designed to help USAID staff who are charged with managing evaluations and to help the teams they supervise consistently produce high quality reports that are consistent with USAID standards outlined in the Evaluation Policy and ADS 203. One of the most important things an evaluation manager can do in this regard is make sure that every evaluation team is aware of USAID’s evaluation report standards and guidance at the start of the evaluation process. Three key documents should be shared with evaluation teams in their first meeting or communications with USAID. These include USAID’s  “ How To Note” on Preparing Evaluation Reports , which is featured on this page as well as USAID’s  Sample Evaluation Report Template  and companion  Sample Evaluation Report Cover . Teams should also be provided with USAID’s  Evaluation Report Review Checklist  (which is the focus of a separate page in this kit) and made aware that USAID may use this checklist to review and provide them with feedback on the adequacy of their draft report. Teams can be encouraged to use the checklist as a guide when they are drafting their reports.

As this guidance makes clear, evaluation reports should be no more than 30 pages in length, not including any annexes and three to four pages for an Executive Summary. This should be sufficient to provide a summary of the evaluation purpose and approach, key findings, conclusions and recommendations. Additional detail can be provided as annexes.

USAID Evaluation Report Outline

Executive summary (3-4 pages).

• Evaluation Purpose and Questions  (1-2 pages)
• Project or Program Background  (1-3 pages)
• Evaluation Methods and Limitations  (1-3 pages, plus annex)
• Findings, Conclusions and Recommendations  (15-25 pages)
• Evaluation Statement of Work
• Evaluation Methods and Limitations
• Data Collection Instruments
• List of Persons Interviewed
• Bibliography of Documents Reviewed
• Other Sources
• Disclosure of Any Conflict of Interest
• Statement of Differences  [only if applicable]

Evaluation teams need to be aware, at the beginning of the evaluation process, that findings, conclusions and recommendations should each be presented separately and the progression should be clear and easy to follow in relation to each of the evaluation questions included in the Evaluation SOW. There should be no recommendations in an evaluation report that cannot be traced back to previously stated conclusions and underlying findings.

Evaluation teams should also be award, early on, that there are alternative ways of organizing a report section on Findings, Conclusions and Recommendations, as illustrated below. Generally speaking for evaluations that address several related questions, Approach 1, in the table below may be appropriate. The more heterogeneous the list of question is for an evaluation, the more likely it is that Approach 2 might be useful. Regardless of the method of presentation, findings should be presented on a sex disaggregated basis and important differences in men and women’s participations and benefits should be discussed.

USAID staff who are involved in managing evaluations have an equally important role to play in facilitating an in-house peer technical review of each draft evaluation report USAID receives. Staff who are asked to review evaluation reports and provide comments provided to evaluation teams will benefit from the same type of briefing that teams are given. Reviewers need to be familiar with USAID’s evaluation standards (in Appendix 1 of the  USAID Evaluation Policy ), USAID’s evaluation report guidance (in the  “ How To Note: Preparing Evaluation Reports ) and with USAID’s  Evaluation Report Review Checklist .

Over the past half-decade, several reviews of USAID evaluations have been carried out using variations on the Evaluation Report Review Checklist included in this kit section. These reviews, including one carried out for a sample of trade projects, indicated that most evaluation reports could be improved if evaluation teams and those who review evaluations were to compare reports to USAID standards using this checklist earlier in the evaluation process, including making the checklist available to evaluation team at the start of an evaluation. A short summary of USAID’s review of a sample of trade evaluations using the checklist is provided on this page.

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Sample Project Evaluation

Evaluating a project entails conducting a thorough examination of achieved priorities, targets, and operations. It can help assess whether the project met its objectives, provided intended rewards, and performed the desired improvement. Project evaluation is a step-by-step procedure for identifying and measuring the results and impacts of a project’s completion.

If you want to learn how to assess a proposal, what metrics to consider, and develop a project evaluation plan, this article can help. Feel free to take note of the following.

10+ Sample Project Evaluation Examples in PDF

1. project evaluation template.

Size: 151 KB

2. Project Evaluation Report

3. University Project Evaluation

4. Sample Project Evaluation

Size: 201 KB

5. Project Evaluation and Planning

Size: 733 KB

6. Project Evaluation Model

Size: 179 KB

7. Basic Project Evaluation

Size: 126 KB

8. Project Evaluation in PDF

Size: 211 KB

9. Post Project Evaluation

10. Planning Project Evaluation

Size: 272 KB

11. Project Evaluation Strategy

Size: 498 KB

What Is a Project Evaluation?

A project evaluation plan is a comprehensive document that describes and lays out the procedures and activities for evaluating and reviewing a project using specific evaluation criteria. This document aims to assess the project’s feasibility and performance by monitoring progress on each purpose, activity execution, and completion dates.

How to Write a Project Evaluation?

If you’re tracking or evaluating, there will be a reporting period at some point. This reporting procedure approaches the aspects of data analysis.  You’ll report to various clients in a variety of ways. Sometimes, it’s in written form or verbally, increasingly, using tools like PowerPoint presentations, slides, and images. An evaluation plan is a portion of a grant request that includes evidence to help enhance a project’s progress and execution.

To help you create a project evaluation, follow the steps below.

Step 1: Produce Program Logic and Analysis

The first step in creating a project evaluation is to use the software logic to explain how the program needs to run. It is often essential to review the needs of the program through assessment. So, don’t skip this step because this can lead you to the following procedure. 

Step 2: Develop the Evaluation Brief

What is an evaluation brief? It is a document used to attain information on an evaluation and develop a Request for Tender (RFT) for the commission. It helps establish agreements for an internal assessment or to perform an external analysis.

Step 3: Manage the Evaluation Design

The structure of a program evaluation defines the combination of testing approaches. It is essential to provide support for the evaluation brief’s main evaluation questions. The evaluation design describes the types of critical data for the assessment and when and how to collect them. As a result, the evaluation design must ensure that the test is as thorough and comprehensive as possible while simultaneously meeting utility, viability, and ethical criteria.

Step 4: Control the Development of the Evaluation Plan

Planning for the development of an evaluation plan should provide project management best practices. For the assessment to remain on track and produce the desired outcomes, a detailed work plan with reasonable timeframes, clear deliverables, and benchmarks is essential. The methods are similar for internal and external evaluation projects.

Step 5: Disseminate Report

The findings of a program evaluation can be obtained by several viewers and used for many purposes. The results of an assessment should be shared with the appropriate audiences and used to guide future activities.

What are the things included in the project evaluation?

The importance, feasibility, performance, effects, and longevity of the project and its operations are part of the project evaluation. These should be reasonable, considering the request for proposal and the available resources.

What’s the purpose of project evaluation?

Project evaluation aims to decide whether a statement is necessary and how it can support the project. In this part, the evaluator could state the purpose of the practice, which may assess the extent to which the project’s objectives and results, as specified in the schedule.

How to write a brief project evaluation?

Provide a high-level overview of the business. Provide a summary of an initiative or program, with its goals and outcomes, if you wish to evaluate it. Create a list of the questions you’d like answered by the evaluation. Explain the project’s aim and goal, as well as who will benefit from the results.

A project evaluation plan will manage the exploration and analysis of the relationships between project results, effects, priorities, strategies, and tasks. A procedure like this contains a range of tools for tracking progress on the project’s core elements, such as priorities, policies, and duties. The effectiveness and performance evaluated in a project evaluation strategy . As a result, concentrate on assessing the project’s feasibility and production by investigating and considering the outcomes and impacts.

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How to write a project report: [templates + guide] 

Writing a project report is an essential but often overlooked contributor to your project’s health.  However, without the use of automation and templates, it can be a little time-consuming to collect and organize the relevant data that the project generates.

In this post, we’ll explore the basics of project reporting. We’ve included some useful templates and tips to create clear and helpful project reports in less time.

If you want to start creating better project reports using monday.com, sign up today.

What is a project report?

A project report is a document where you share details about different areas of your project. Depending on the report type , your audience, and your intention, the details you showcase might differ.

Project reports can be broken down by time— daily, weekly, monthly, or quarterly— or a number of other factors like risk, budget, and project management style. Bottom line? They simplify the process of gathering and disseminating information about key information on the project. For instance, a typical report might include:

• Resources you’ve used so far
• How project time is being spent
• How you’re doing against key performance indicators (KPIs)
• Workload and team availability

What is the purpose of project reporting?

Reporting gives you, your team, and your stakeholders the ability to track project progress against the original plan. The main goal of a project report is to improve decision-making, to help you make sense of your project data, and decide what your next steps should be. This in turn can impact your budget, timeliness, and project success.

It also plays a vital role in your stakeholder engagement strategy, as it keeps everyone informed on the progress of projects they’re interested in. Those are just a few of the reasons why project reporting has become the most common activity among PMOs (Project Management Offices).

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5 steps to create a useful project report

Project reports can be useful – or they can end up as a 20-page PDF that lives in a drawer somewhere. To put together a report that your project stakeholders can use to gain insights, make decisions and optimize processes, take the following systematic approach to writing your project reports:

1. Define the purpose and scope: Clearly establish the goals, objectives, target audience, and information needs of your project report. 2. Gather and organize data: Collect and organize all relevant data, ensuring its accuracy and reliability. 3. Structure and outline: Create a clear and logical structure for your report and outline the key points you want to cover. 4. Present information effectively: Use clear and concise language and visual aids like graphs or charts to present the information in an easily understandable, visually appealing manner. 5. Review and revise: Proofread your report for any errors or inconsistencies, ensure that it addresses the defined purpose and scope, and revise as necessary to improve clarity.

The different types of project management reports [with templates]

You can split project reports into different types and categories. Here are five different types of project mangement reports, with monday.com templates you can customize for your unique project and team set-up.

1. Project status report

Probably the most frequently used, a project status report offers a general overview of the current status of your projects. A project status report answers the question: “How likely is it that we’ll complete this project on time without overrunning costs?”

These reports analyze whether you’re meeting project goals and key performance indicators. With our single project template , creating a status report is easier than ever.

2. Resource workload report

Resource workload reports help you visualize what your team’s working on, when they’re working on it, and how much work is left. These also reports help you understand how your assets are being used and make sure your actions are aligned with the overall objective.

Our resource management template helps you organize all your assets, locations, and people into one place and track every action with accuracy. You can also manage your resource allocation initiatives and make sure you don’t assign the same resource twice in multiple tasks.

3. Portfolio report

Portfolio reports take a look at all your projects and consolidate all the data into a single document. These reports capture high-level milestones, status, progress, and highlights of your portfolio strategy.

With our portfolio management template , you can track unlimited projects on a single board and get a quick snapshot of their health and profitability.

4. Task list/Time-tracking report

Time-tracking reports, also known as timesheets, help you measure how your team is spending their time and spot potential bottlenecks.

With our team task list template , you can bring in your entire organization, assign tasks to peers, track time and measure the project progress at a glance.

5. Expense report

A project might seem healthy – until everyone starts reporting expenses  at the end of the time period. With our expense tracking template , you can proactively manage your cash flow regardless of your accounting skills (or lack thereof!)

Want to try out these templates – and much more? Check out monday.com today.

FAQs about Project Reports

What are the benefits of a project report.

A project report provides a comprehensive overview of a project’s objectives, progress, and outcomes, serving as a valuable documentation and communication tool. It allows stakeholders to assess your project’s effectiveness, identify areas for improvement, and make informed decisions based on reliable data.

What are the main types of project reports?

The most commonly used types of project reports include:

• Progress reports
• Resource management reports
• Project portfolio reports
• Time-tracking reports
• Evaluation reports
• Final reports

What are the main components of a project report?

This will depend on the project and the type of report you’re using, but project reports might include:

• Project objective
• Project scope
• Project milestones
• Project expenses or budget
• Project schedule and timeline
• Project progress
• Resource management
• Risk assessment
• Stakeholder communication
• Financial summary

How to create insightful project reports with monday.com

monday.com makes it easy to create effective project reports. Try it for yourself and see:

Here’s why monday.com can make your project reporting better:

• Track project data in a centralized location, so you have all the information you need to make useful reports.
• Use monday.com’s customized visualization tools to visualize and summarize project data the way you want to see it.
• Set up dashboards to see all of your projects at a glance.
• Take advantage of monday.com’s reporting functionality . You can choose between built-in report templates or customized reports if you have more specific requirements.
• Share your reports with project stakeholders , team members, or even clients directly from monday.com.
• Our embedded communication tools let you collaborate on your reports in real-time, gather feedback, and address any questions or concerns.

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