Welcome to the e-version of the USAID Evaluation Toolkit!

The Evaluation Toolkit:

  • Curates the latest USAID guidance, tools, and templates for initiating, planning, managing, and learning from evaluations primarily for USAID staff members who are involved in any phase of the evaluation process.
  • Is a resource for USAID staff members and external contractors who participate in or conduct evaluations for USAID.

How to Use this E-Toolkit:

The Toolkit is organized according to the USAID Program Cycle and the phases of an evaluation.

Section 1: Evaluation at USAID (overview of evaluation and the policy context for evaluation at USAID)

Section 2: Evaluation Throughout the Program Cycle (when it is required or encouraged to plan, use, or report on evaluations)

Sections 3 through 5: Phases of an Individual Evaluation

  • Section 3: Planning (from deciding to evaluate to procuring an evaluation)
  • Section 4: Managing an Evaluation
  • Section 5: Sharing, Reporting, Using, and Learning from an Evaluation

Section Organization

  • Brief narrative to introduce the general requirements and important considerations
  • Sub-thematic areas are listed on the left-hand side and go more in-depth into specific areas or processes.
  • Core resources that (1) Sub-thematic areas are listed on the left-hand side and go more in-depth into specific areas or processes. provide further guidance on specific requirements and processes; (2) describe best practices; and (3) offer templates and other tools.
  • Additional links that provide easy access to USAID reference documents, reports, and webinars that go into specific evaluation issues in greater depth, and non-USAID resources that may be useful during the evaluation life cycle

A few resources and additional links are available only to USAID staff. These are indicated by a designation of USAID only.


This Toolkit was developed by the Bureau for Policy, Planning, and Learning Office of Learning, Evaluation, and Research (PPL/LER). Many USAID and USAID contractor staff—from the field and Washington—provided content, comments, feedback, and insights into this Evaluation Toolkit. Their contributions have been and continue to be essential to the ongoing development of this Toolkit.