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Demystifying Evaluation: A Simple Guide for Charities and CICs Evaluation doesn’t have to be complicated or intimidating.

5/30/2025

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Step 1: Define Your Purpose

Why are you evaluating? Funders often ask for impact data, but evaluation can also help you improve your services, secure more funding, and celebrate successes.

Step 2: Choose the Right Methods

Surveys? Interviews? Case studies? The best approach depends on your audience and the type of data you need.

Step 3: Make Data Useful

Too many organisations collect data that never gets used. Good evaluation tells a story, helping you communicate your impact clearly to stakeholders.

Step 4: Report Properly


Your reporting should meet the needs of your audience. Short report, long reports, executive summaries, policy briefings, infographics, films, cartoons – there are so many options!  But if you don’t consider the preferences and needs of your audience when you design your reporting, your organisation’s amazing impact is less likely to be discovered!
Research Your Way specialises in helping charities and CICs develop practical, meaningful evaluation strategies. Let’s chat about how we can help your organisation!
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Charities and CICs Must Demonstrate their Impact Effectively

5/30/2025

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Many funders now require robust evaluation plans, but this doesn’t have to be overwhelming. As an experienced evaluator, I help organisations develop practical, meaningful frameworks that don’t drain resources.
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Step 1: Define What Success Looks Like

Start by being clear on your intended impact. What are your aims? Are you improving mental health? Increasing employment opportunities? Reducing social isolation?

Step 2: Gather the Right Data

Surveys, focus groups, interviews, and case studies all have their place, but they must be fit for purpose. Avoid collecting data for data’s sake! Everything should be tied back to your impact aims.

Step 3: Make Evaluation Part of Your Organisation’s Culture

The best evaluations don’t just happen at the end of a project, they are integrated into ongoing work. Training your team and embedding simple evaluation processes will help you track and showcase success.

If your organisation needs evaluation support, Research Your Way offer training, templates, and done-for-you services. Let’s chat about how we can help!

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    Author

    Naomi Tyrrell PhD
    Mentor, Author and Research Consultant.

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