Nonprofit / Free editable template

Monitoring and evaluation framework template

A monitoring and evaluation framework turns a theory of change into a plan for collecting evidence. This example lists output, outcome, impact and learning indicators for a youth programme, each with a baseline, target, method and owner. Symbols across four quarters show when data is collected, reported to trustees and funders, or evaluated, and five cards set out the questions for the final evaluation.

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Monitoring and evaluation framework example showing indicators grouped by outputs, outcomes and impact, baseline, target, method and owner for each, quarterly collection, reporting and evaluation symbols
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Pick a few indicators

    Choose two or three indicators for each level of your theory of change. More than that and data collection will slip.

  2. Record baselines and targets

    Write down where you are now and where you want to be, with the source of each number.

  3. Plan the year

    Mark which quarter each indicator is collected and reported, so surveys and data requests are booked in advance.

Questions about this template

What do C, R and E in the quarter columns mean?

C means collect the data, R means report to trustees and funders, and E means evaluate. Move the letters to the quarters when you plan to do each task.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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