In association with

  • Bristol, North Somerset and South Gloucestershire Integrated Care Board
  • West of England Academic Health Science Network
  • National Institute for Health Research

It is often tempting to launch straight into an evaluation without taking the time to plan first. Planning is a crucial part of the process.

Evaluation Planning Short Checklist

The BNSSG ICB Clinical Effectiveness and Research Team short checklist has been designed to help with the process of planning your evaluation. It will enable you to become clear about what you intend to do, what data you need to collect and how you will undertake the analysis.

Frequently Asked Questions

Visit our frequently asked questions page for more useful advice.

If you have a question which does not appear on our FAQ page, please do get in touch and let us know on here.

Don’t forget our Top Tips

  • Involve all key stakeholders and ensure appropriate patient and public involvement
  • Understand the evidence base and how the service will lead to the desired outcomes
  • Identify the purpose of the evaluation and set clear aims and objectives
  • Plan your evaluation early with your key stakeholders
  • Share your findings and act on them

Wherever we are on the research and evaluation continuum we need to know:

  • WHY – what do we already know from the evidence – how do we build on that
  • WHO – identify & engage with likely users of research at the outset, including lay perspective
  • HOW –appropriate (mix) of methods, consider use of existing data sets, capture context
  • WHAT- use multiple data sources (impact, care, service, cost outcomes), triangulate
  • WHEN – timing, formative/developmental, summative

Professor Jo Roycroft-Malone, Pragmatic Evaluation: Challenges and Opportunities
Presentation at POPE event 16th December 2015

“While evaluation comes in many shapes and sizes, its key purpose is to help us to develop a deeper understanding of how best to improve health care”

Health Foundation, 2015


Top Tip!

There are limitations in every study and evaluation design – the key is knowing what they are and being transparent about them.