Southern Hemisphere

{Southern Hemisphere}{Unit 5, 1st Floor, Rozenhof Office Court, 20 Kloof Street}{Cape Town}{8001}{Johannesburg}{South Africa}{(021) 422-0205}
Unit 5, 1st Floor, Rozenhof Office Court, 20 Kloof Street Cape Town, Johannesburg
Phone: (021) 422-0205

+27 (0) 21 422 0205+27 (0) 21 422 0205

+27 (0) 21 424 7965+27 (0) 21 424 7965

Designing and Managing Evaluations for Development Projects

Designing and Managing Evaluations for Development Projects is a 3-day course to assist evaluators and those commissioning evaluations to design appropriate and robust evaluations. The course helps evaluation practitioners and managers to conceptualise evaluations; choose appropriate evaluation methodologies; implement an entire evaluation process using a participatory, capacity building approach; and use evaluations to facilitate learning.

The three day programme is based on the principles of utilised focussed evaluation approaches, and is aligned to the Standards of evaluation in government (DPME, 2014)

The course focusses on building the technical competencies related to designing evaluations and participants will receive a toolbox of methodologies. It also focusses on building the process competencies required to get maximum benefit out of the evaluation process. The course is informed by years of experience of conducting evaluations for the South African (and other) Governments, International Donors and NGOs (local and international).


The objectives of this course are to increase understanding of:

evaluation design and having both technical and process perspectives

sampling and data analysis methods

how to select an approach for an evaluation, including both qualitative and quantitative approaches such as document/literature review, most significant change, outcome harvesting, contribution analysis and quasi-experimental evaluation design

the use of participatory processes to improve utilisation and learning 

The course will also:

Improve the ability of those commissioning or managing evaluations to better articulate their evaluation requirements and assess the appropriateness of an evaluation proposal in terms of its design and quality of evaluation deliverables/process.

Improve the ability of evaluators to choose an appropriate design for an evaluation

This course will be run in a workshop-style using adult learning methodologies. Group work is interspersed with input sessions. Workshops provide a space for participants to learn from each other by sharing knowledge and experiences.



Participants should have a good understanding of monitoring and evaluation.

To achieve these outcomes, full participation is required. There will be no passive learning. Participants will get opportunities to share their experiences and best practices regarding designing evaluations.

The course is aimed at: monitoring and evaluation manager, young and emerging evaluators, evaluation consultants/practitioners, directors/managers of NGOs, Evaluation Steering Committee members and those commissioning evaluations.

Participants will have an:

improved understanding of the different types of evaluations and how this influences the evaluation design e.g. design evaluation, implementation evaluation, summative evaluation, impact evaluation

improved understanding of the different types of evaluations and how this influences the evaluation design e.g. design evaluation, implementation evaluation, summative evaluation, impact evaluation


ability to develop an appropriate evaluation framework

improved ability to choose appropriate methods to respond to key evaluation questions

improved understanding of utilisation focussed evaluation and how these can be practically applied

Workshop Programme

Day 1

Module 1: Introduction to evaluation design

Key theoretical principles: Focused evaluation

Evaluation design: Technical and process considerations

Module 2: Defining what is to be evaluated

Evaluation and the project cycle: When to evaluate and what to evaluate

The DAC criteria: effectiveness, efficiency, sustainability, impact, relevance

Developing key evaluation questions

Day 2

Module 3: Designing and evaluating - technical perspective

Step 1: Deciding on an evaluation framework

Step 2: Unpacking key evaluation questions

Step 3: Evaluation Methods (methodology toolbox); Conducting document/literature review;  Qualitative evaluation approaches - Most significant change, outcome harvesting contribution analys; Quantitative evaluation methods - Quasi experimental design

Step 4:  Sampling

Step 5: Data analysis tools and framework

Module 4: Designing an evaluation - process perspective

Guidelines for implementing a utilization focused, participatory, capacity building evaluation process

Day 3

Module 5: The evaluation journey from a management perspective

Developing a TOR and proposal for an evaluation

Choosing the right evaluator: Key evaluator competencies

Key quality management considerations for the evaluation process: Inception, data collection, data analysis, report writing and learning

Next course:      5 - 7 December, Cape Town

Cost:                    R8,434.83 + 15% VAT = R9,700 (incl. comprehensive course materials, refreshments & lunch, certificate). Special discount apply for groups of 3                                        people or more, of 10%, early bird registration applies

In House             - Available Upon Request

Courses              - Minimum 5 Persons