Developing a clear scope of work is one of the most important steps in building a successful evaluation partnership. Whether you are hiring an external evaluator or providing evaluation services yourself, a well-structured scope helps align expectations, clarify responsibilities, and create a shared understanding of the work ahead.
The Evaluation Scope of Work Template is designed to support organizations, consultants, and evaluation firms in developing thoughtful, actionable agreements for evaluation projects. It provides a structured framework for defining evaluation approaches, activities, deliverables, timelines, roles, budgets, data ownership, confidentiality, and scope modifications.
Rather than treating scopes of work as purely administrative documents, this resource frames them as foundational tools for collaboration, accountability, and meaningful learning. The template emphasizes culturally responsive and partner-engaged evaluation practices, including co-creation, mixed-methods approaches, and the integration of both quantitative and qualitative data to support real-world decision-making.
The resource includes:
- Sample language for common evaluation scope sections
- Examples of evaluation activities and deliverables
- Guidance on roles and responsibilities between clients and consultants
- Budget and payment structure examples
- Optional language related to AI use, data privacy, and confidentiality
This resource is particularly useful for:
- Nonprofits and community organizations seeking external evaluation support
- Independent consultants and evaluation firms developing proposals or contracts
- Program leaders looking to better define evaluation expectations and deliverables
- Teams aiming to create more transparent, collaborative evaluation partnerships
By providing adaptable structure and practical examples, this template helps organizations move from vague evaluation ideas to clear, well-defined plans that support accountability, learning, and impact.
