Bubble Chart

Commonly used on maps, and x/y-axis plots, or no plot at all, bubble charts communicate the raw count, frequency, or proportion of some variable where the size of the bubble reflects the quantity. Color-coding bubbles can represent a further categorization of the variable being graphed. It is also possible to add another dimension by showing the movement of bubbles over time (referred to as a motion chart).

Concept Mapping

A concept map shows how different ideas relate to each other - sometimes this is called a mind map or a cluster map. This option can be used for the task of negotiating values and standards, and is useful for framing the evaluation. Concept Mapping can be used before, during or after implementation of a project/program/policy. It is necessarily done in a group and it requires sufficient time (the group needs to provide input individually and then meet) and specialist software.

Handbook for Participatory Action Research, Planning and Evaluation

This guide, written by Jacques M Chevalier and Daniel J Buckles for Participatory Action Research, provides a set of tools and processes that can be used to engage people in complex settings with a range of stakeholders. The tools are participatory in nature and easily accessible to beginners or those more experienced in participatory evaluation. The guide outlines a step-by-step process for using each tool and includes completed examples t demonstrate how it can be used. It also includes tips on use and links to other resources which may be better suited to a particular aspect being evaluated.

Understanding Process Tracing

This paper, from David Collier, outlines a new framework for carrying out process tracing in order to achieve greater systemisation of qualitative methods. Collier argues that when process tracing is used often it is not adequately understood nor rigorously applied and therefore through this framework he hopes to address this problem. The article includes links to online teaching exercises to support the model.

A Guide to Assessing Needs

This book, written by Ryan Watkins, Maurya West Meiers and Yusra Laila Visser for The World Bank, provides detailed guidance on needs assessment during the early stages of project development.  It provides a range of tools and practical examples that will support the user in planning and implementing needs assessment. The strategies, tools and guidance supports implementation of needs assessment across a variety of programs including large scale projects through to everyday less formal assessments. 

Find options

The Rainbow Framework organizes 200+ evaluation options into 7 clusters of tasks (shown to the right as coloured tabs).