Templates and checklists

Use these templates to recreate the evaluation and storytelling activities that you may have been introduced to during Visual Insights Courses.

Templates

Below you will find a range of templates and checklists that have been successfully used in our training packages and workshops.

They are colour-coded in alignment with the Visual Insights' Evaluation Capacity Building disc (on the right).

They are free to download.

We hope that you find them helpful in your quest to build your evaluation capacity and that of your team.

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Visual Insights' free fill-able resources

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When someone says evaluation... flashcards

When introducing an evaluation or evaluative thinking to a new group, it can be helpful to first find out what they think about evaluation first.

This template includes cards to hand out for an activity of evaluation "word-association".

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theory of change checklist

Once a program team has developed an initial draft theory of change, it is easy to get stuck on how to further improve the model for evaluation.

We developed this template to guide our clients in furthering the development of their program theory of change models and to increase the usefulness of the model for evaluation.

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stakeholder listing

Identifying and considering the needs of your evaluation users and stakeholders can maximise the evaluation use. This also assists in the planning of how you engage and communicate with evaluation users and stakeholders.

Use the 'Evaluation User identification table' template at any time in your evaluation to strengthen and strategise your engagement with stakeholders.

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focus reporting template

A helpful reporting template and a companion to the "sharpening report focus" template. It is suggested that this is used alongside evaluation planning, implementation and analysis. It is designed to help you keep focused on evaluation users, the key messages of the evaluation, and the use of the evaluation findings or planned actions.

It is suggested that you use this "Focus Reporting" template first and then the "Sharpening Report Focus" template after you have a first draft of your evaluation report.

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SHARPENING REPORT FOCUS TEMPLATE

A major contributor to reports being difficult to understand and effectively used, is clutter. Clutter is information that is not central to the report's key messages.

This template provides a way of clarifying the main message and actions of the report.

Using it will help guide you in deleting distracting superfluous information and at the same time ensure you have the depth of information required to support the main evaluation findings.

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empathy map

The empathy map is a helpful tool for starting to focus on and understand evaluation stakeholders and users.

Through Visual Insights' training on users and use and participant-centered evaluation, we provide step-by-step instruction on how to incorporate empathy mapping into evaluation planning, implementation, and reporting.

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Interview Transcript

Transcribing the interview gives the interviewer the opportunity to revisit the information and listen to the answers again without the concerns of the complex interviewing environment.

This template provides a brief list of question to consider about the interview, pointers for transcribing the interview and an area for the transcription.

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storyboard

Storyboards are the road map to your story. They are help with planning your story, communicating your story and will save time and money when making your story!

Use this template to plan what happens in your story and how it unfolds.

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the eval tool

The Eval Tool was developed in collaboration with Legal Aid WA to assist evaluators and support workers in conversations and data collection with young people with developmental disabilities.

It provides visual cues to engage young people in conversations about aspects of well-being including social connections and hope/plans for the future.

The tool is available from the Apple App store.

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