The European Commission’s Evaluation Handbook

The European Commission’s Directorate-General for International Partnerships (DG INTPA) has released a comprehensive Evaluation Handbook aimed at guiding the preparation, launch, and management of evaluations. This handbook is designed not only for EC staff but also includes evaluation experts and contractors in the methodological discussions. Below, we assess the practical utility of this handbook for various stakeholders involved in the evaluation process.

Comprehensive Structure and User-Friendliness

The handbook is meticulously structured into four main chapters, each addressing different aspects of the evaluation process:

• Chapter 1: Introduces the role of evaluation within DG INTPA and FPI, explaining key concepts, types, timing, and stakeholders involved in evaluations.
• Chapter 2: Provides practical guidance on managing evaluations through six phases: preparatory, inception, interim, synthesis, dissemination, and follow-up.
• Chapter 3: Delves into various evaluation approaches, methods, and tools, offering detailed explanations and examples.
• Chapter 4: Focuses on ethics in evaluation, emphasizing the importance of conducting evaluations ethically and responsibly.

This clear division allows users to navigate the handbook easily, either sequentially or by focusing on specific sections relevant to their needs.

Hands-On Guidance for Evaluation Management

Chapter 2 stands out for its practical, step-by-step guidance on managing evaluations. It covers essential tasks such as setting up reference groups, drafting terms of reference, and managing contractual procedures. The inclusion of templates, checklists, and quality assurance grids further enhances its utility, ensuring that evaluation managers can maintain high standards throughout the evaluation process.

The handbook’s emphasis on quality assurance is particularly noteworthy. It provides a detailed framework for ensuring that all evaluation outputs meet rigorous standards, thereby enhancing the credibility and utility of the evaluations conducted.

Inclusion of Contemporary Evaluation Practices

Reflecting contemporary evaluation literature and international best practices, the handbook incorporates various innovative evaluation methods and tools. For instance, it discusses the use of big data, geospatial technology, and participatory videos, among other modern techniques. This ensures that users are equipped with the latest methodologies to conduct robust and relevant evaluations.

Moreover, the handbook emphasizes gender-responsive evaluation and ethical considerations, aligning with the EU’s commitment to gender equality and human rights. This focus ensures that evaluations are not only methodologically sound but also socially responsible.

Accessibility and Continuous Improvement

The handbook is available electronically, facilitating easy access and periodic updates. This ensures that it remains a living document, adaptable to evolving practices and needs. The integration with platforms like OPSYS and the Evaluation Wiki further enhances its accessibility and utility, providing users with a one-stop shop for all evaluation-related guidance and resources.

Conclusion

The European Commission’s Evaluation Handbook is a valuable resource for anyone involved in the evaluation process within the European External Actions. Its comprehensive structure, practical guidance, inclusion of contemporary practices, and emphasis on quality and ethics make it an indispensable tool for conducting effective and responsible evaluations. By supporting rigorous and transparent evaluations, the handbook contributes to the EU’s broader goals of accountability, learning, and continuous improvement in international partnerships.

European Commission, Directorate-General for International Partnerships, Hassnain, H., McHugh, K., Lorenzoni, M. et al., Evaluation handbook, Publications Office of the European Union, 2024, https://data.europa.eu/doi/10.2841/340793