Built for evidence streams, not simple tasks
Evaluation projects often have theory, fieldwork, administrative data, stakeholder interpretation, and reporting happening in overlapping cycles. This board gives each stream a visible place.
Connect theory to evidence
Keep outcomes, indicators, data sources, and assumptions close to the tasks that produce evidence.
Track mixed evidence
Separate primary data collection from MI, secondary data, document review, and analysis work.
Manage review cycles
Make stakeholder interpretation, report review, recommendations, and final sign-off explicit.
The workflow columns
The template follows an evaluation study from design through evidence synthesis and recommendations.
Setup
Evaluation scope, objectives, stakeholders, evidence needs, and governance.
Theory Design
Theory of change, logic model, outcomes, mechanisms, and assumptions.
Framework Dev
Evaluation questions, indicators, data sources, tools, and analysis plan.
Data Collection
Interviews, surveys, observations, case studies, and fieldwork logistics.
MI/Secondary Data
Management information, admin data, monitoring returns, and document review.
Triangulation
Compare evidence streams, test claims, resolve contradictions, and build findings.
Reporting
Findings, recommendations, review cycles, stakeholder feedback, and final outputs.
Complete
Final deliverables, learning logs, archive, and follow-up actions.
Where Pro helps evaluation teams
Evaluation projects often involve more stakeholders and parallel evidence streams than a normal task board can comfortably hold.
Free starter board
- Open the evaluation workflow instantly
- Track tasks across design, collection, triangulation, and reporting
- Use comments, tags, priorities, timers, and exports
Pro evaluation control
- Unlimited boards for workstreams or programmes
- RACI ownership for client, evaluator, data lead, analyst, and approver
- Gantt planning and analytics for milestones and bottlenecks
Common questions
Can I adapt this to a logic model?
Yes. Use tasks and tags for outcomes, assumptions, risks, evidence sources, and indicators.
Can I track multiple data sources?
Yes. Use the data collection and secondary data columns to keep evidence streams visible before triangulation.
Can stakeholders use it?
Yes. In Pro, you can add stakeholders as team members and use RACI to clarify responsibility and sign-off.