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Planning and Management

Planning and management can be as important to the success of your study as your research methodology. Whether or not you are using an external evaluator, having formal management processes in place makes it much easier to plan for, monitor, and regulate the many ongoing activities and costs involved.

During the planning stage of your evaluation, you will determine the evaluation requirements and develop the evaluation plan. As part of that planning work, it is also helpful to establish the budget, the timeline or schedule, and a monitoring plan. These tools lay out the expectations and provide benchmarks for keeping tabs on your staff's or your external evaluator's progress and performance. The details of your budget, timeline, and monitoring plan will vary depending on whether you are conducting the evaluation or overseeing an external evaluator.

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