Methodology and Evaluation Plan

Methodology and Evaluation Plan

This is a sample!

The Name of the Program or Project

Give the introduction here (do not give it a heading)

Part 1

Place part 1 here. It will not be graded for this submittal but the connections between part 1 and part 2 are needed.

Part 2: Methodology and Evaluation Plan

A brief introduction to part 2 and what will be addressed.


Program Description

State the importance of the program and what your program will (a paragraph or two). .

Research Design

This research design will be quantitative OR qualitative …..state the type of quantitative design that will be used (survey, experimental) or the qualitative design (open ended questions, case study, etc.). State the reason for the design chosen and briefly how it will be used. Use sources here to define the type of design and how it will be used (a full paragraph).

Human Subjects

The participant population will consist of ….are they children, adults? How old are they? What is the requirement? (i.e. must be homeless women with children). (a full paragraph).

Study Validity and Reliability

State what validity is and which one you are using (use resources) and how validity will be used in your program (a full paragraph). Use resources in this section to define validity and reliability and the type you will use.

Do the same for reliability (a full paragraph).

Assumptions and Limitations

First identify the assumptions of the research and program. You can make assumptions about the length of time that participants will be treated, assume what will be applied to the participants (therapies or training or any service that you are providing). You can make assumptions about how these services are provided and the purpose of them. There are also assumptions you can make about the research design you are using (at least a full paragraph).

Limitations are anything that limits the research for the program. There can be limitations for the length of time, the place, getting participants to return or remain in the study. There are also limitations to the type of research design (at least a full paragraph).

Again, use resources here to define some of the assumptions or limitations.

Timeline (sample below)


Time Frame

Instrument/Survey Development

Weeks, months, etc.

Pilot Testing

State the length

Subject Recruitment

State the length

Application of therapy or service

State the length

Other possible services

State the length

Add in anything else that take time (i.e. parental education)

State the length

Add anything that takes time

State the length

Data Entry and Cleaning

State the length

Data Analysis

State the length

Report Generation

State the length


Give a brief paragraph on how the analysis will be handled (most of this will be covered in the evaluation section).

Non-personnel Resources

Discuss ANY and all non-personnel resources. This can be buildings or rooms (even if no cost), pens/pencils/paper, printers, computers, clipboards, folders or files, desks and chairs, other office equipment, uniforms, food items, things to cook food in, and the list goes on. (this can be short or very long, depending on the program).

Personnel resources

State WHO will work for the program with a brief explanation of each person and what they will do (at least a paragraph, but some are longer when there are several workers for the program).

Mangement Plan

State that you are the principle investigator and your role in managing the project. What is the role of the other people in the program in order for the project to managed effectively? (i.e.

the three different therapists, family, cognitive-behavioral and emotion-focused, will be responsible for each of their therapies being provided to the children and parents and/or guardians, while the two human service professionals focusing on substance abuse and addiction treatment will be responsible for focusing and providing treatment and prevention). In larger programs this section will be long. Most programs have a long list to include the project director, assistants, therapists (different types), clinicians, statistician to help with the data, volunteers or interns, and so forth (the more personnel the longer this is and the larger the program the longer this section will be). *Sources might be used here.

Evaluation Plan

Description of Specific Criteria

Be very specific here on what criteria the participants must have in order to participate. It may be a small paragraph if the program is solely focused on one type of individual (i.e. participants in a home that require a transportation). However, most programs will be more detailed as the participants have several needs and the program will focus on theses (as per your objectives) (a full paragraph).

Explanation of Data That Will be Collected

All data (quantitative or qualitative) needs to be explained here on how it will be collected. This is where you further the information from the ‘Research Design’ section. You’ll need to state how you will gain the data (i.e. Children’s past and present mental, psychological and emotional health will be collected to assess how well the family, emotion-focused and cognitive-behavioral therapy works to increase their well-being). There may also be information needed at pre and post the program. Information can come from several sources – therapists, quantitative data on how many participate, academics, test scores, qualitative data on how participants feel or how therapists rate progress (a paragraph or two). (Sources should be used here as per the research design and material collected).

Explanation of the Data Collection Plans

This will further the last section in where you will be very specific on the ‘steps’ on how the data will be collected. For example “To collect the above data, the children will go through mental, psychological and emotional testing at the beginning of the project, while academics will be collected from the children’s schools and discussions will take place with teachers…..” This section will be long (a few paragraphs usually) as details are needed to explain ‘how’ the information will be collected, when, how often, what will be collected, etc. (this section is usually longer as this is an ‘explanation’ of all the data collected).

Evaluation of Instruments

State what instruments you used. For example “Interviews and surveys were chosen as the evaluation instruments as we are going to be implementing this program throughout a long period of time, 36-months….” If you have a specific survey or interview format then give this information. If there is qualitative data then state how the questions will be formatted and why. Again, give as much information as you can here. (this section can be a paragraph to a page, depending on how many instruments you are using). *Resources should be used here if you are using an instrument that already exists.

Periodic Reports

State any periodic reports that you will gain in addition to the larger evaluations you are focused on. This can be periodic reports on program structure, how the program is running, the effectiveness of personnel, etc. (a short paragraph)


A conclusion should summarize the entire part 2. State the most important pieces of the part, as this is what will remain as most important to your grantor (a full paragraph or two here).


List all references as per APA.

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