This is the beginning of a new page that will list various sources of guidance on the development of Terms of Reference for an evaluation.
If you have suggestions for any additions (or edits) to this list please use the Comment function below.
- IEG World Bank: Writing Terms of Reference for an Evaluation: A How-To Guide (2011)
- DFID: Full-TORs-Template Evaluation Study Terms of Reference template May 2010 protocols and user guide (May 2010)
- UNIFEM: Guidance Note for Developing TOR for Evaluations (October 2009) PS: Sometimes this link does not work, if so then try this one
- CARE Ethiopia: Guideline for Preparing Terms of Reference for Evaluating Project/Program/Organization Performances/Results (March 2009)
- CARE Sierra Leone: Guidance for Evaluation ToRs by Jim Rugh for CARE Sierra Leone (June 2009)
- World Vision: Evaluation TOR Guidelines (Aug 2007)
- UNICEF Evaluation Technical Note: What goes into a Terms of Reference (ToR) (Dec 2003)
- CIDA guidance: How to Perform Evaluations – Model ToRs (plus alternate source). Part of a larger 10 part series: How to Perform Evaluations (April 2000)
- IFAD – A Guide for Project M &E – TOR for Mid-Term Review (pdf version) Undated! (possibly 2003)
- European Union’s EuropeAid – “This document is intended to provide guidance to staff in both Headquarter operational services and Delegations in the preparation of Terms of Reference for intermediate, final and ex-post evaluations.” Undated! See also the related Project / programme evaluations. Guidelines for the manager
Please also see the hundreds of examples of actual ToRs (and related docs) in the MandE NEWS Jobs Forum
PS: Jim Rugh has advised me (5 June 2010) that “two colleagues at the Evaluation Center at Western Michigan University are undertaking an extensive review of RFPs / ToRs they’ve seen posted on various listservs; they intend to publish a synthesis, critique and recommendations for criteria to make them more realistic and appropriate.“
The European Union’s EuropeAid website [ http://ec.europa.eu/europeaid/evaluation/methodology/guidelines/gba_det_en.htm#01_04%5D lists guidelines for evaluation managers, including an 18-page template for evaluation Terms of Reference [http://ec.europa.eu/europeaid/evaluation/methodology/examples/mod_tor_pro_en.doc ]
Hi, we have just developed two guides on evaluation and wanted to find out how we could share it through mande
regards
Sam
Hi, we just finalised two documents on M&E and wanted to find out how we can share this through mande
Sam
You can post the details here, using the same Comment facility, you can email the details to rick.davies at gmail.com and you can also post details on the MandE NEWS email list, at http://tech.groups.yahoo.com/group/MandENEWS/
A JICA guide to contracting consultants can be found at:
http://www.jica.go.jp/english/operations/schemes/oda_loans/oda_op_info/guide/pdf/guide03.pdf
This includes a very short (two page) annex with an outline of Terms of Reference topics (p.23-240
A sample terms of reference for a project evaluation for the Japan Bank for International Cooperation (JIBC) can be found in an annex to the Evaluation Handbook for ODA Loan Projects,
http://www.jica.go.jp/english/operations/evaluation/tech_and_grant/guides/pdf/evaluationtext.pdf page 68-71.
This guide was apparently updated in 2008.