Templates and tools

This section provides guidance to staff and consultants on how to use and apply a range of evaluation tools/ templates listed below. These tools and templates are useful to support the evaluation process and many are required as part of UN Environment's standard evaluation deliverables, such as the Inception Report and Evaluation Report. 


Terms of reference for evaluations are prepared by the Evaluation Office and discussed with key stakeholders to make the evaluation as useful as possible. Terms of reference for project evaluations are drafted on the basis of a standard template which is customized for the project under evaluation. Higher level evaluations terms of reference are prepared on a case by case basis.

Samples of a range of terms of reference (TOR) templates are provided below: ​​

* Templates for Terms of Reference for Terminal Review and Mid-Term Review are currently under development. Kindly contact the Evaluation Office for further guidance.


The Evaluation Office has developed standard report structures to guide the production of evaluation inception reports and main evaluation reports. 

Download the structure for an Inception Report 

Download the structure for the main Evaluation Report 


The evaluation framework presented as a matrix, provides an overview of the main evaluation criteria, evaluation questions (including new questions emerging from the review of project design and Theory of Change analysis), indicators, potential respondents and sources of data, to guide the planning and conduct of the evaluation.

Download a sample Evaluation Framework Matrix

Download guidance on Possible Evaluation Questions 


The evaluation consultant should request the project team to provide a list of key stakeholders, and evidence of stakeholder mapping and analysis.  If the project is unable to provide this, or if the consultant feels the information provided is not complete, the consultant should develop a stakeholder analysis based on evidence provided in the project document and using methods described in the UN Environment Programme Manual or other stakeholder mapping techniques of their choice.

The purpose of stakeholder analysis in the preparation of the evaluation inception report is:

  • To understand which individuals or groups are likely to have been affected by, or to have affected the activities of the project;

  • To ensure that the evaluation methodology includes mechanisms for the participation of key stakeholder groups in the process and;

  • To enable the evaluation to identify and make use of key channels of communication between the project and its stakeholders (and between the stakeholders themselves).

Download guidance on Stakeholder Analysis in the evaluation process, including a completed sample.


The Evaluation Office has developed guidelines for assessing the quality of project design. The purpose is to:

  • Ensure no primary data are collected without a thorough review of project documentation;
  • Help to, along with reports on project implementation issues, inform areas of evaluation questioning;
  • Indicate areas where a project team may have demonstrated adaptive management (i.e. the variation between assessment of project design quality and actual performance against evaluation criteria) and;
  • Prompt consideration of questions that will assist the development of the reconstructed Theory of Change.

Download the Template for the Assessment of the Quality of Project Design here. 

Also available is a Microsoft Excel tool to support the calculation of the overall rating.

 


The Evaluation Office has developed a standard table to record project funding and expenditure in evaluation reports.

Download the Financial Tables template.