Community-Centered Evaluation and Capacity Building Sample Scope of Work
Data with a Heart. Evaluation with a Purpose.
Your Story. Your Data. Your Power.
Objectives
Co-design a lightweight, community-informed evaluation plan.
Build internal capacity for data collection, analysis, and reporting.
Produce an actionable, staff-owned evaluation framework and a starter dashboard/dashboards-ready outputs.
Deliver a concise, funder-ready learning report with recommendations.
Scope of Services
Kickoff & Co-Design (Week 1)
· Stakeholder mapping and scoping workshop (90–120 minutes, via video).
· Determine Community Advisory Board payment structure and process
o Best practice: Pay $20/hour
· Gatekeeping, consent, and data governance considerations documented.
Data Collection Plan & Capacity-Building (Weeks 1–2)
· Recruit and train a Community Advisory Board
· Confirm evaluation questions, success metrics, and CBPR approach.
· Draft logic model or theory of change aligned with program goals.
· Develop a lean data collection plan (surveys, interviews, or focus groups)
· Design user-friendly data collection templates and templates for consent and confidentiality.
· Co-create a staff-facing data collection toolkit (instructions, scripts, and quality checks).
· Short training session (90 minutes) for staff on data collection ethics, QA, and data entry.
3. Collect Data (Weeks 2-4)
· Train Community Advisory Board and Staff on data collection methodology
· Implement data collection plan.
Co-Interpretation & Framework Development (Weeks 5)
· Facilitate a co-interpretation workshop to review initial findings (virtual, 2–3 hours).
· Produce a staff-owned evaluation framework (logic model, indicators, data sources) and a simple data dashboard prototype (Excel/Sheets or a visualization tool of client choice).
· Draft a 1-page or 2-page learning report outline with actionable recommendations.
Final Deliverables & Handoff (Week 6)
· Final staff-friendly evaluation framework document (including indicators, data-collection templates, and governance notes).
· Interim dashboard prototype with at least 3 key metrics and visuals.
· A 1–2 page learning report suitable for internal use and funder communication.
· A 60-minute wrap-up session to review findings, answer questions, and discuss next steps.
Timeline
Total duration: 4–6 weeks (adjustable based on client capacity and scope)
Milestones: kickoff, mid-point review, final handoff, optional follow-on planning session
Pricing Options (starter package)
Option A: Capacity Building (4 weeks)
Price range: $5,000 – $8,000
Inclusions: kickoff, data plan, capacity-building workshop, framework and dashboard prototype, final deliverables, 1 post-workshop support call.
Exclusions: Data collection and Data Interpretation
Option B: Capacity Building Plus Data Collection and Interpretation (6 weeks)
Price range: $8,500 – $12,000
Inclusions: all of Option A plus data collection and interpretation.
Optional Add-Ons (at additional cost)
Additional staff training session: $1,000–$2,000 per session
Funders-ready report (2–4 pages) tailored for grant reporting: $1,500–$3,000
Data governance policy draft (ownership, access, retention): $1,000–$2,000
Assumptions
· Client provides timely access to program staff and necessary documents.
· Data security and ethics guidelines are established prior to data collection.
· Deliverables are designed to be usable by non-technical staff.
Out-of-Scope (for clarity)
· Large-scale, multi-site evaluations
· IRB approvals or full regulatory compliance beyond standard ethical guidelines
· Custom software development beyond basic dashboard templates
· Long-term monitoring or ongoing data analytics beyond the starter scope
Engagement & Communication
· Project management: weekly 30-minute check-ins; a shared workspace (Google Drive or equivalent) for deliverables.
· Approvals: client sign-off required on scope outline and major deliverables prior to each milestone.
· Change requests: any scope changes will be documented in a brief addendum with revised timeline and pricing.
Payment Terms
· 50% upfront; 50% upon delivery of final artifacts
Next Steps
· If this aligns, please reach out to me at Jodie@ChangeAmplifiers.Com