Resource ID: INDIGO-ARES-0097
Link: https://www.fincap.org.uk/en/articles/evaluation-toolkit
Evaluation can help you to understand if, how and why your project or programme works. It helps you to learn from your successes and failures, deliver the best service for your users and demonstrate the value of what you do.
The Evaluation Toolkit focuses on measuring changes in people’s financial wellbeing, behaviour and capability - understanding how your activity has led to those changes and using this learning to refine your programme.
It contains a set of resources (including outcomes frameworks) that you can use to plan and carry out your evaluation. It is based around three-steps, each with a short overview that introduces key principles and a tool or template to get you started. You can download these below, and a selection of more detailed guidance from other sources is available from the further reading document, available on the right-hand side of this page.
Impact goal: Local rejuvenation, Employment financial well being
Internal/external: Internal
Leader: UK FinCap Strategy
Method: Framework agnostic
Output format: Ordinal, Agnostic, Qualitative only, Monetary valuation, Quant but no index, Non monetary quant index
Scale: Meso, Macro, Micro, Agnostic
Sourcing: Self driven
Time frame: Ongoing, Prospective, Retrospective
Type: Guide
Used in sectors: Green book, Governance policy, Social enterprises, Developed countries
Who: Third sector, Public sector
INDIGO data are shared for research and policy analysis purposes. INDIGO data can be used to support a range of insights, for example, to understand the social outcomes that projects aim to improve, the network of organisations across projects, trends, scales, timelines and summary information. The collaborative system by which we collect, process, and share data is designed to advance data-sharing norms, harmonise data definitions and improve data use. These data are NOT shared for auditing, investment, or legal purposes. Please independently verify any data that you might use in decision making. We provide no guarantees or assurances as to the quality of these data. Data may be inaccurate, incomplete, inconsistent, and/or not current for various reasons: INDIGO is a collaborative and iterative initiative that mostly relies on projects all over the world volunteering to share their data. We have a system for processing information and try to attribute data to named sources, but we do not audit, cross-check, or verify all information provided to us. It takes time and resources to share data, which may not have been included in a project’s budget. Many of the projects are ongoing and timely updates may not be available. Different people may have different interpretations of data items and definitions. Even when data are high quality, interpretation or generalisation to different contexts may not be possible and/or requires additional information and/or expertise. Help us improve our data quality: email us at indigo@bsg.ox.ac.uk if you have data on new projects, changes or performance updates on current projects, clarifications or corrections on our data, and/or confidentiality or sensitivity notices. Please also give input via the INDIGO Data Definitions Improvement Tool and INDIGO Feedback Questionnaire.