Utilization-Focused Evaluation (U-FE) Checklist

Composed by Michael Quinn Patton in 2002 this is a comprehensive checklist for undertaking a utilization focused evaluation. It draws attention to the necessary tasks and associated challenges of conducting Utilization-Focused Evaluation (UFE).


"Utilization-focused evaluation does not advocate any particular evaluation content, model, method, theory, or even use.  Rather, it is a process for helping primary intended users select the most appropriate content, model, methods, theory, and uses for their particular situation.  Situational responsiveness guides the interactive process between evaluator and primary intended users.  A utilization-focused evaluation can include any evaluative purpose (formative, summative, developmental), any kind of data (quantitative, qualitative, mixed), any kind of design (e.g., naturalistic, experimental), and any kind of focus (processes, outcomes, impacts, costs, and cost-benefit, among many possibilities).  Utilization-focused evaluation is a process for making decisions about these issues in collaboration with an identified group of primary users focusing on their intended uses of evaluation." Patton 2002 p1


  1. Program/Organizational Readiness Assessment
  2. Evaluator Readiness and Capability Assessment
  3. Identification of Primary Intended Users
  4. Situational Analysis
  5. Identification of Primary Intended Uses
  6. Focusing the Evaluation
  7. Evaluation Design
  8. Simulation of Use
  9. Data Collection
  10. Data Analysis
  11. Facilitation of Use
  12. Metaevaluation


Patton M Q (2002) Utilization-Focused Evaluation (U-FE) Checklist. Retrieved from http://www.idrc.ca/uploads/user-S/10905198311Utilization_Focused_Evaluation.pdf

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