project evaluation example pdf

Free Project Evaluation Templates

By Kate Eby | March 11, 2022

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We’ve compiled a collection of the most effective, free project evaluation templates for project managers, product managers, project sponsors, team members, and other stakeholders. 

Included on this page, you’ll find a simple project evaluation template , a project evaluation checklist template , a project evaluation report template , a project evaluation presentation template , and an IT project evaluation template , as well as a list of project evaluation template components .

Project Evaluation Template

Download Project Evaluation Template Microsoft Excel | Microsoft Word | Adobe PDF | Google Docs

Use this simple project evaluation template to ensure that you’ve completed all project requirements and addressed all outstanding issues. The template includes sections to detail the project overview, project highlights, project challenges, post-project tasks, lessons learned, human factors, and additional comments. Project managers and project sponsors can also use the Project Close Acceptance section to obtain approval signatures.

Project Performance Evaluation Template

Download Project Performance Evaluation Template  Microsoft Excel | Microsoft Word | Adobe PDF

Use this project performance evaluation template to facilitate a productive project post-mortem  with your team. The template includes space for you to set a post-project meeting date and time, designate a facilitator, and make a list of attendees. 

This tool also includes sections for you to document the criteria for meeting objectives, team discussions (e.g., “Did we get our desired results?” or “What went well?”), and any action items concerning future projects. Use the Wrap Up section to recap the meeting and thank the team members for their participation. 

To perform more effectively when evaluating your projects, read this guide on the five phases of project management .

Project Evaluation Report Template

Download Project Evaluation Report Template Microsoft Word | Adobe PDF | Google Docs

Designed specifically for recording and communicating project results, this project evaluation report template enables you to share the details of your project retrospective in a highly structured format. The template includes sections for you to list the details of your post-project overview, project highlights, project challenges, future considerations, and lessons learned. The template also includes space for team members to note how they can improve their team efforts on future projects.

Pilot Project Evaluation Template

Download Pilot Project Evaluation Template Microsoft Excel | Google Sheets  

Use this comprehensive pilot project evaluation template to ensure that your pilot project meets requirements and anticipates risks. This template prompts you to enter the project name, participants, anticipated failures, and any potential risks. Then, formulate steps to respond to the risks you identify and assign action items to ensure the success of your release.

Project Monitoring and Evaluation Plan Template

Download Project Monitoring and Evaluation Plan Template Microsoft Excel | Adobe PDF | Google Sheets

Use key performance indicators (KPIs) to quantify and assess your project’s specific objectives and keep your venture on track. In the Key Metric column, enter the name of each KPI (e.g., output indicator). Then, for each KPI, list the person responsible and monthly vs. actual goals, and the template will display the difference between the two, as well as a comparison of this and the previous period’s performances. 

To learn more, visit our guide to project planning solutions and tools .

Project Evaluation Incident Matrix Template

Download Project Evaluation Incident Matrix Template Microsoft Excel | Google Sheets

Use this incident priority matrix template to track all project-related incidents to guarantee successful project execution. The template includes three columns to help you categorize your project’s incidents: a color-coded Impact column to describe the severity level of each incident ; an Urgency column for you to identify the urgency level of each incident; and a Priority column to prioritize each project incident. 

The template also enables you to specify the department or location of the project incident and describe any warnings regarding high-severity issues, to ensure that you address and remedy them quickly.

Project Team Evaluation Template

Download Project Team Evaluation Template Microsoft Excel | Microsoft Word | Adobe PDF

Use this project team evaluation template to survey your team members on how well they thought you defined and communicated the project plan and goals, whether they felt the expectations were realistic, and how well they worked together and with the client. The template prompts team members to rate their level of agreement with each statement, and to offer additional comments in the final section.

IT Project Evaluation Template

Download IT Project Evaluation Template Microsoft Word | Adobe PDF | Google Docs

Whether you’re safeguarding data, troubleshooting hardware or software problems, or building, maintaining, and servicing networks, you need a failsafe system for evaluating your IT efforts. This IT project evaluation template prompts IT groups to assess the quality of their project delivery by enumerating the criteria for success, listing project highlights and challenges, and recording post-project lessons learned.

Check out this comprehensive article on vendor assessment and evaluation for more helpful information on evaluating project vendors

Project Evaluation Questions Template

Download Project Evaluation Questions Template Microsoft Excel | Microsoft Word | Adobe PDF

Use this project evaluation questions template to evaluate your completed projects. This survey allows all project team members to appraise the project’s achievements and challenges, and includes a rating system for assessing each project component. It also includes ample space for team members to convey what went well on the project, what was most frustrating and satisfying, and which particular issues they would like to discuss further.

Sample Project Evaluation Template

Download Sample Project Evaluation Template Microsoft Word | Adobe PDF | Google Docs

This sample project evaluation template includes example text to guide you and your team through the post-project appraisal process. First, the template prompts you to describe the project overview (e.g., “What were the original goals and objectives of the project?” and “What were the original criteria for project success?”). It then asks you to list project highlights and challenges (e.g., “What elements of the project went well/wrong?” and “What specific processes need improvement?”), and to create a list of post-project tasks to ensure that you and your team show improvement on future projects.

Project Evaluation Checklist Template

Download Project Evaluation Checklist Template Microsoft Excel | Microsoft Word | Adobe PDF

Use this dynamic project evaluation checklist template to ensure that you optimize the lessons learned on your most recent project. The template walks you through the process of confirming that you have accounted for and scheduled all post-project tasks appropriately. The Completed ? column allows you to keep tabs on completed or to-do items, and also helps you determine your plan of action once you’ve completed your post-project assessment.

Project Evaluation Presentation Template

Download Project Evaluation Presentation Template  Microsoft PowerPoint | Google Slides  

Project managers, product managers, Scrum masters, project sponsors, and other team members can use this presentation-friendly project evaluation presentation template to share a project’s successes and lessons learned, and to locate room for improvement on successive projects. 

The template enables you to upload your logo, compare your project’s performance with its initial goals, and evaluate the quality of individual performances.  It also prompts you to assess your project plan and gather details about what went well, areas for improvement, and any big-picture takeaways you can use to refine future projects.

What Is a Project Evaluation Template?

A project evaluation template is a fillable form that provides you with a framework for retroactively and proactively assessing your project’s effectiveness. Use the form to capture your project’s highlights, challenges, lessons learned, and post-project tasks. 

It’s crucial to have a method in place for assessing the effectiveness of your projects, so you can ensure that you’ve met the project deliverables, outlined the post-project tasks, and enumerated lessons learned. By following this process, you can deliver future projects successfully. Without having this evaluative structure in place, you risk losing valuable time, siloing teams, and implementing nothing but one-off projects. 

By using a project evaluation template, you can increase your productivity, proactivity, and project success rate. 

You can modify project evaluation templates to meet your specific project’s needs. Though project evaluation templates may vary, they typically include the following components:

• Project Title: Enter the name of the project you are evaluating. 
• Project Overview: Provide a high-level overview of the project’s original goals and objectives, criteria for success, and a comparison of the planned expectations vs. actual execution.  
• Project Highlights: List project highlights, including major accomplishments, what went well, what could use improvement, and what would work for future projects.  
• Project Challenges: Capture the project’s challenges, including areas for improvement, key problem areas, and any technical challenges.  
• Post-Project Tasks: Write down any post-project tasks that you should perform in order to improve the project or ensure that you’ve accounted for all the objectives.  
• Lessons Learned: List the lessons learned, including what you discovered during the planning, execution, and delivery phases. 

Additionally, some project evaluation templates frequently include the following post-project evaluative components: 

• Moderator: If you have a post-project discussion about the project, enter the name of the meeting’s moderator.  
• Date Prepared: Set the date for the project meeting or for the delivery of the project-evaluation report. 
• Participants: Enter the names of the team members who are attending the post-project evaluation. 
• Future Considerations: Based on lessons learned from the launch of this particular project, write down things to consider regarding future projects. 
• Action Plan: Provide an action plan (or a list of action items) that identifies the project deliverables and any outstanding tasks. 
• Key Performance Indicators: List any KPIs that you used, or plan to use, to evaluate the project’s success (e.g., output KPIs, input KPIs, process KPIs, qualitative KPIs, etc.).
• Key Takeaways: Write a summary of the project’s key takeaways and how they relate to the success of future projects.

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Project Evaluation Examples | 2024 Practical Guide with Templates For Beginners

Jane Ng • 25 Dec 2023 • 8 min read

Whether you’re managing projects, running a business, or working as a freelancer, the project plays a vital role in driving the growth of your business model. It offers a structured and systematic way to assess project performance, pinpoint areas that need improvement, and achieve optimal outcomes. 

In this blog post, we’ll delve into project evaluation, discover its definition, benefits, key components, types, project evaluation examples , post-evaluation reporting, and create a project evaluation process.

Let’s explore how project evaluation can take your business toward new heights.

Table of Contents

What is project evaluation, benefits of project evaluation, key components of project evaluation, types of project evaluation, project evaluation examples, step-by-step to create project evaluation.

• Post Evaluation (Report) 

Project Evaluation Templates

• Key Takeaways

Tips For Better Engagement

• Project Management
• Planning Poker Online
• Project management software

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Project evaluation is the assessment of a project’s performance, effectiveness, and outcomes. It involves data to see if the project analyzing its goals and met success criteria. 

Project evaluation goes beyond simply measuring outputs and deliverables; it examines the overall impact and value generated by the project.

By learning from what worked and didn’t, organizations can improve their planning and make changes to get even better results next time. It’s like taking a step back to see the bigger picture and figure out how to make things even more successful.

Project evaluation offers several key benefits that contribute to the success and growth of an organization, including:

• It improves decision-making: It helps organizations evaluate project performance, identify areas for improvement, and understand factors contributing to success or failure. So they can make more informed decisions about resource allocation, project prioritization, and strategic planning.
• It enhances project performance: Through project evaluation, organizations can identify strengths and weaknesses within their projects. This allows them to implement corrective measures to improve project outcomes.
• It helps to mitigate risks: By regularly assessing project progress, organizations can identify potential risks and take solutions to reduce the possibility of project delays, budget overruns, and other unexpected issues.
• It promotes continuous improvement : By analyzing project failures, organizations can refine their project management practices, this iterative approach to improvement drives innovation, efficiency, and overall project success.
• It improves stakeholder engagement and satisfaction: Evaluating outcomes and gathering stakeholders’ feedback enables organizations to understand their needs, expectations, and satisfaction levels. 
• It promotes transparency: Evaluation results can be communicated to stakeholders, demonstrating transparency and building trust. The results provide an objective project performance evaluation, ensuring that projects are aligned with strategic goals and resources are used efficiently. 

1/ Clear Objectives and Criteria: 

Project evaluation begins with establishing clear objectives and criteria for measuring success. These objectives and criteria provide a framework for evaluation and ensure alignment with the project’s goals.

Here are some project evaluation plan examples and questions that can help in defining clear objectives and criteria:

Questions to Define Clear Objectives:

• What specific goals do we want to achieve with this project?
• What measurable outcomes or results are we aiming for?
• How can we quantify success for this project?
• Are the objectives realistic and attainable within the given resources and timeframe?
• Are the objectives aligned with the organization’s strategic priorities?

Examples of Evaluation Criteria:

• Cost-effectiveness: Assessing if the project was completed within the allocated budget and delivered value for money.
• Timeline: Evaluating if the project was completed within the planned schedule and met milestones.
• Quality: Examining whether the project deliverables and outcomes meet the predetermined quality standards.
• Stakeholder satisfaction: Gather feedback from stakeholders to gauge their satisfaction level with the project’s results.
• Impact: Measuring the project’s broader impact on the organization, customers, and community.

2/ Data Collection and Analysis: 

Effective project evaluation relies on collecting relevant data to assess project performance. This includes gathering quantitative and qualitative data through various methods such as surveys, interviews, observations, and document analysis. 

The collected data is then analyzed to gain insights into the project’s strengths, weaknesses, and overall performance. Here are some example questions when preparing to collect and analyze data:

• What specific data needs to be collected to evaluate the project’s performance?
• What methods and tools will be employed to collect the required data (e.g., surveys, interviews, observations, document analysis)?
• Who are the key stakeholders from whom data needs to be collected?
• How will the data collection process be structured and organized to ensure accuracy and completeness?

3/ Performance Measurement: 

Performance measurement involves assessing the project’s progress, outputs, and outcomes about the established objectives and criteria. It includes tracking key performance indicators (KPIs) and evaluating the project’s adherence to schedules, budgets, quality standards, and stakeholder requirements.

4/ Stakeholder Engagement:

Stakeholders are individuals or groups who are directly or indirectly affected by the project or have a significant interest in its outcomes. They can include project sponsors, team members, end-users, customers, community members, and other relevant parties. 

Engaging stakeholders in the project evaluation process means involving them and seeking their perspectives, feedback, and insights. By engaging stakeholders, their diverse viewpoints and experiences are considered, ensuring a more comprehensive evaluation.

5/ Reporting and Communication: 

The final key component of project evaluation is the reporting and communication of evaluation results. This involves preparing a comprehensive evaluation report that presents findings, conclusions, and recommendations. 

Effective communication of evaluation results ensures that stakeholders are informed about the project’s performance, lessons learned, and potential areas for improvement.

There are generally four main types of project evaluation:

#1 – Performance Evaluation: 

This type of evaluation focuses on assessing the performance of a project in terms of its adherence to project plans, schedules, budgets, and quality standards . 

It examines whether the project is meeting its objectives, delivering the intended outputs, and effectively utilizing resources.

#2 – Outcomes Evaluation: 

Outcomes evaluation assesses the broader impact and results of a project. It looks beyond the immediate outputs and examines the long-term outcomes and benefits generated by the project. 

This evaluation type considers whether the project has achieved its desired goals, created positive changes , and contributed to the intended impacts .

#3 – Process Evaluation: 

Process evaluation examines the effectiveness and efficiency of the project implementation process. It assesses the project management strategies , methodologies , and approaches used to execute the project. 

This evaluation type focuses on identifying areas for improvement in project planning, execution, coordination, and communication.

#4 – Impact Evaluation: 

Impact evaluation goes even further than outcomes evaluation and aims to determine the project’s causal relationship with the observed changes or impacts. 

It seeks to understand the extent to which the project can be attributed to the achieved outcomes and impacts, taking into account external factors and potential alternative explanations.

*Note: These types of evaluation can be combined or tailored to suit the project’s specific needs and context. 

Different project evaluation examples are as follows:

#1 – Performance Evaluation 

A construction project aims to complete a building within a specific timeframe and budget. Performance evaluation would assess the project’s progress, adherence to the construction schedule, quality of workmanship, and utilization of resources. 

#2 – Outcomes Evaluation

A non-profit organization implements a community development project about improving literacy rates in disadvantaged neighborhoods. Outcomes evaluation would involve assessing literacy levels, school attendance, and community engagement. 

#3 – Process Evaluation – Project Evaluation Examples

An IT project involves the implementation of a new software system across a company’s departments. Process evaluation would examine the project’s implementation processes and activities.

#4 – Impact Evaluation

A public health initiative aims to reduce the prevalence of a specific disease in a targeted population. Impact evaluation would assess the project’s contribution to the reduction of disease rates and improvements in community health outcomes.

Here is a step-by-step guide to help you create a project evaluation:

1/ Define the Purpose and Objectives:

• Clearly state the purpose of the evaluation, such as project performance or measuring outcomes.
• Establish specific objectives that align with the evaluation’s purpose, focusing on what you aim to achieve.

2/ Identify Evaluation Criteria and Indicators:

• Identify the evaluation criteria for the project. These can include performance, quality, cost, schedule adherence, and stakeholder satisfaction.
• Define measurable indicators for each criterion to facilitate data collection and analysis.

3/ Plan Data Collection Methods:

• Identify the methods and tools to collect data such as surveys, interviews, observations, document analysis, or existing data sources.
• Design questionnaires, interview guides, observation checklists, or other instruments to collect the necessary data. Ensure that they are clear, concise, and focused on gathering relevant information.

4/ Collect Data: 

• Implement the planned data collection methods and gather the necessary information. Ensure that data collection is done consistently and accurately to obtain reliable results. 
• Consider the appropriate sample size and target stakeholders for data collection.

5/ Analyze Data: 

Once the data is collected, analyze it to derive meaningful insights. You can use tools and techniques to interpret the data and identify patterns, trends, and key findings. Ensure that the analysis aligns with the evaluation criteria and objectives.

6/ Draw Conclusions and Make Recommendations:

• Based on the evaluation outcomes, conclude the project’s performance.
• Make actionable recommendations for improvement, highlighting specific areas or strategies to enhance project effectiveness.
• Prepare a comprehensive report that presents the evaluation process, findings, conclusions, and recommendations.

7/ Communicate and Share Results: 

• Share the evaluation results with relevant stakeholders and decision-makers.
• Use the findings and recommendations to inform future project planning, decision-making, and continuous improvement.

Post Evaluation (Report) 

If you have completed the project evaluation, it is time for a follow-up report to provide a comprehensive overview of the evaluation process, its results, and implications for the projects. 

Here are the points you need to keep in mind for post-evaluation reporting:

• Provide a concise summary of the evaluation, including its purpose, key findings, and recommendations.
• Detail the evaluation approach, including data collection methods, tools, and techniques used.
• Present the main findings and results of the evaluation.
• Highlight significant achievements, successes, and areas for improvement.
• Discuss the implications of the evaluation findings and recommendations for project planning, decision-making, and resource allocation.

Here’s an overall project evaluation templates. You can customize it based on your specific project and evaluation needs:

Key Takeaways 

Project evaluation is a critical process that helps assess the performance, outcomes, and effectiveness of a project. It provides valuable information about what worked well, areas for improvement, and lessons learned. 

And don’t forget AhaSlides play a significant role in the evaluation process. We provide pre-made templates with interactive features , which can be utilized to collect data, insights and engage stakeholders! Let’s explore!

What are the 4 types of project evaluation?

Performance Evaluation, Outcomes Evaluation, Process Evaluation and Impact Evaluation.

What are the steps in a project evaluation?

Here are steps to help you create a project evaluation: Define the Purpose and Objectives Identify Evaluation Criteria and Indicators Plan Data Collection Methods Collect Data and Analyze Data Draw Conclusions and Make Recommendations Communicate and Share Results

What are the 5 elements of evaluation in project management?

• Clear Objectives and Criteria Data Collection and Analysis Performance Measurement Stakeholder Engagement Reporting and Communication

Ref: Project Manager | Eval Community | AHRQ

A writer who wants to create practical and valuable content for the audience

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What is Project Evaluation? The Complete Guide with Templates

Project evaluation is an important part of determining the success or failure of a project. Properly evaluating a project helps you understand what worked well and what could be improved for future projects. This blog post will provide an overview of key components of project evaluation and how to conduct effective evaluations.

What is Project Evaluation?

Project evaluation is a key part of assessing the success, progress and areas for improvement of a project. It involves determining how well a project is meeting its goals and objectives. Evaluation helps determine if a project is worth continuing, needs adjustments, or should be discontinued.

A good evaluation plan is developed at the start of a project. It outlines the criteria that will be used to judge the project’s performance and success. Evaluation criteria can include things like:

• Meeting timelines and budgets - Were milestones and deadlines met? Was the project completed within budget?
• Delivering expected outputs and outcomes - Were the intended products, results and benefits achieved?
• Satisfying stakeholder needs - Were customers, users and other stakeholders satisfied with the project results?
• Achieving quality standards - Were quality metrics and standards defined and met?
• Demonstrating effectiveness - Did the project accomplish its intended purpose?

Project evaluation provides valuable insights that can be applied to the current project and future projects. It helps organizations learn from their projects and continuously improve their processes and outcomes.

Project Evaluation Templates

These templates will help you evaluate your project by providing a clear structure to assess how it was planned, carried out, and what it achieved. Whether you’re managing the project, part of the team, or a stakeholder, these template assist in gathering information systematically for a thorough evaluation.

Project Evaluation Template 1

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• Fully customizable template
• Get Started in seconds

Project Evaluation Template 2

Project Evaluation Methods

Project evaluation involves using various methods to assess the performance and impact of a project. The choice of methods depends on the nature of the project, its objectives, and the available resources. Here are some common project evaluation methods:

Pre-project evaluation

Pre-project evaluations are done before a project begins. This involves evaluating the project plan, scope, objectives, resources, and budget. This helps determine if the project is feasible and identifies any potential issues or risks upfront. It establishes a baseline for later evaluations.

Ongoing evaluation

Ongoing evaluations happen during the project lifecycle. Regular status reports track progress against the project plan, budget, and deadlines. Any deviations or issues are identified and corrective actions can be taken promptly. This allows projects to stay on track and make adjustments as needed.

Post-project evaluation

Post-project evaluations occur after a project is complete. This final assessment determines if the project objectives were achieved and customer requirements were met. Key metrics like timeliness, budget, and quality are examined. Lessons learned are documented to improve processes for future projects. Stakeholder feedback is gathered through surveys, interviews, or focus groups .

Project Evaluation Steps

When evaluating a project, there are several key steps you should follow. These steps will help you determine if the project was successful and identify areas for improvement in future initiatives.

Step 1: Set clear goals

The first step is establishing clear goals and objectives for the project before it begins. Make sure these objectives are SMART: specific, measurable, achievable, relevant and time-bound. Having clear goals from the outset provides a benchmark for measuring success later on.

Step 2: Monitor progress

Once the project is underway, the next step is monitoring progress. Check in regularly with your team to see if you’re on track to meet your objectives and deadlines. Identify and address any issues as early as possible before they become major roadblocks. Monitoring progress also allows you to course correct if needed.

Step 3: Collect data

After the project is complete, collect all relevant data and metrics. This includes both quantitative data like budget information, timelines and deliverables, as well customer feedback and qualitative data from surveys or interviews. Analyzing this data will show you how well the project performed against your original objectives.

Step 4: Analyze and interpret

Identify what worked well and what didn’t during the project. Highlight best practices to replicate and lessons learned to improve future initiatives. Get feedback from all stakeholders involved, including project team members, customers and management.

Step 5: Develop an action plan

Develop an action plan to apply what you’ve learned for the next project. Update processes, procedures and resource allocations based on your evaluation. Communicate changes across your organization and train employees on any new best practices. Implementing these changes will help you avoid similar issues the next time around.

Benefits of Project Evaluation

Project evaluation is a valuable tool for organizations, helping them learn, adapt, and improve their project outcomes over time. Here are some benefits of project evaluation.

• Helps in making informed decisions by providing a clear understanding of the project’s strengths, weaknesses, and areas for improvement.
• Holds the project team accountable for meeting goals and using resources effectively, fostering a sense of responsibility.
• Facilitates organizational learning by capturing valuable insights and lessons from both successful and challenging aspects of the project.
• Allows for the efficient allocation of resources by identifying areas where adjustments or reallocations may be needed.
• Provides evidence of the project’s value by assessing its impact, cost-effectiveness, and alignment with organizational objectives.
• Involves stakeholders in the evaluation process, fostering collaboration, and ensuring that diverse perspectives are considered.

Project Evaluation Best Practices

Follow these best practices to do a more effective and meaningful project evaluation, leading to better project outcomes and organizational learning.

• Clear objectives : Clearly define the goals and questions you want the evaluation to answer.
• Involve stakeholders : Include the perspectives of key stakeholders to ensure a comprehensive evaluation.
• Use appropriate methods : Choose evaluation methods that suit your objectives and available resources.
• Timely data collection : Collect data at relevant points in the project timeline to ensure accuracy and relevance.
• Thorough analysis : Analyze the collected data thoroughly to draw meaningful conclusions and insights.
• Actionable recommendations : Provide practical recommendations that can lead to tangible improvements in future projects.
• Learn and adapt : Use evaluation findings to learn from both successes and challenges, adapting practices for continuous improvement.
• Document lessons : Document lessons learned from the evaluation process for organizational knowledge and future reference.

How to Use Creately to Evaluate Your Projects

Use Creately’s visual collaboration platform to evaluate your project and improve communication, streamline collaboration, and provide a visual representation of project data effectively.

Task tracking and assignment

Use the built-in project management tools to create, assign, and track tasks right on the canvas. Assign responsibilities, set due dates, and monitor progress with Agile Kanban boards, Gantt charts, timelines and more. Create task cards containing detailed information, descriptions, due dates, and assigned responsibilities.

Notes and attachments

Record additional details and attach documents, files, and screenshots related to your tasks and projects with per item integrated notes panel and custom data fields. Or easily embed files and attachments right on the workspace to centralize project information. Work together on project evaluation with teammates with full multiplayer text and visual collaboration.

Real-time collaboration

Get any number of participants on the same workspace and track their additions to the progress report in real-time. Collaborate with others in the project seamlessly with true multi-user collaboration features including synced previews and comments and discussion threads. Use Creately’s Microsoft Teams integration to brainstorm, plan, run projects during meetings.

Pre-made templates

Get a head start with ready-to-use progress evaluation templates and other project documentation templates available right inside the app. Explore 1000s more templates and examples for various scenarios in the community.

In summary, project evaluation is like a compass for projects, helping teams understand what worked well and what can be improved. It’s a tool that guides organizations to make better decisions and succeed in future projects. By learning from the past and continuously improving, project evaluation becomes a key factor in the ongoing journey of project management, ensuring teams stay on the path of excellence and growth.

More project management related guides

• 8 Essential Metrics to Measure Project Success
• How to Manage Your Project Portfolio Like a Pro
• What is Project Baseline in Project Management?
• How to Create a Winning Project Charter: Your Blueprint for Success
• Your Comprehensive Guide to Creating Effective Workback Schedules
• What is a Work Breakdown Structure? and How To Create a WBS?
• The Practical Guide to Creating a Team Charter
• Your Guide to Multi-Project Management
• How AI Is Transforming Project Management
• A Practical Guide to Resource Scheduling in Project Management

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Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

Project Evaluation Report

A project evaluation is usually done for any project that has already been executed by the company’s project manager. A project report is made based on the data collected while the project was ongoing and its success rate. However, to create a project evaluation report from scratch, at times, we require a bit of guidance. You can, therefore, use templates form below to create a project evaluation report. Given below are 13+ project evaluation report examples and templates for your benefit in that regard.

Project Evaluation Report Examples & Templates

1. project evaluation report example.

Size: 208 KB

This template is a project evaluation report created by UNICEF on a project funded by the Dutch embassy in Cairo. It summarizes the findings and conclusion drawn from the project funded by them, which was extended as a result of the success of a previous such project-phase. You can use this template as a guide, on how to draw an evaluation report from the conclusions derived from any project implementation . 

2. Project Final Evaluation Report

The report is created by an external consultant of the United Nations on a development project taken up by them. The report employs a mixed methodology of quantitative as well as qualitative tools in the report design to enrich the process. 

3. Project Final Evaluation Report Example

Size: 293 KB

If you are looking forward to creating a systematic project evaluation report, then this template can be useful. The report is a SIEED evaluation report; it highlights the objectives, methodology, and a conclusive summary of a developmental project . You can refer to this if your company requires you to create a report that consists of comprehensive details about a project involving the farming community’s income.

4. Project Evaluation Report in PDF

The Uganda Joint Christian Council had taken up a gender justice project to increase awareness about gender based violence among religious leaders and various other communities. The report is submitted by a consultant to provide an evaluation of the project. If you are a consultant or someone required to  create a report for any such council or community, you can use this  Consulting Report to create one according to your requirements, so that it can impress all and sundry.

5. Simple Project Evaluation Report

Size: 387 KB

Does your company require you to create an evaluation report on a non- financial project? Don’t worry; this template can help you with that. You can follow the guidelines in it to show the economic sustainability and the environmental effects of any project by a nonprofit organization. 

6. Sample Project Evaluation Report

The United Nations Food and Agriculture Organization and the European Commission Humanitarian Aid had funded a food security project in central and east Africa. This Evaluation report can help list down the recommendations and conclusions drawn from each aspect of that project. It also helps establish the relevance of the project process and product.

7. Project Evaluation Report Format

Size: 479 KB

Need to create a project report for a nonprofit organization but don’t know how? This end of project report might be for you. This is a sample from The Institute of Resource Management who are the consultants helped in creating a report on “sexual and reproductive health awareness” project in Mashonaland West Province, Zimbabwe, which was focused on the youth of the age bracket 12-25 years and the issues faced by them in this regard.

8. Basic Project Evaluation Report

SOS Rwanda provides a final report on the HIV/AIDS project that was held in Kayonza. The template will allow you to do a background as well as an objective assessment of the project along with a data analysis based on the quantitative and qualitative data available, thereby understand the plight of the young females who are forced to drop out of school due to unwanted pregnancies.

9. Standard Project Evaluation Report

Size: 248 KB

Creating reports based on projects such as human rights, minority discrimination, etc. can be difficult. This Performance Report by Minority Rights Group will help you create a report that will ask the key questions on why this project is required and who it has succeeded in helping through its objectives and procedures.

10. Project Evaluation Report Sample

Mid-term evaluation that is conducted for any project helps in gauging if the project is headed in the right direction. This sample helps the project manager to understand the results derived from the project so far and how they can alter certain procedures to acquire expected results; incase there is a variance in the performance when compared to ‘expected performance’.

11. Project Evaluation Report Template

Size: 337 KB

Many times, managers and inexperienced evaluators require a detailed guideline on how they can create a project evaluation report based on the data provided about the project. Project Oracle has created this template to help make a proper project evaluation report; listing the recommendations and key findings extracted from the project.

12. Professional Project Evaluation Report

Size: 822 KB

NDIS East Arnhem Co-design Pilot Project was established by NDIA to deliver services to eligible aboriginal Australians in the region flexibly. The report helps establish an idea about the problems in the projects such as its lack of service in the region due to lack of awareness and significant changes that are required to be made.

13. Printable Project Evaluation Report Example

Size: 654 KB

You can use this template to establish a report of a welfare project given for evaluation. Mainly non-financial projects require a specific amount of data analysis to be reviewed whether the project is fulfilling the objectives it had set out to achieve. This template by MATSITI can be used to highlight the aspects of any project by a nonprofit organization , in this case, the number of aboriginal teachers that need to be convinced to stay in their jobs and also help improve their teaching abilities.

14. Formal Project Evaluation Report

The University of Leeds had created an evaluation report for Age UK on their ‘fit for the future’ project which aimed at providing better life-quality and expectation for the older generation of society with at least one persistent health condition. This template can be used to be formatted by you in order to create a proper project evaluation based on background, policy context and related literature.

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Project Evaluation Process: Definition, Methods & Steps

Managing a project with copious moving parts can be challenging to say the least, but project evaluation is designed to make the process that much easier. Every project starts with careful planning —t his sets the stage for the execution phase of the project while estimations, plans and schedules guide the project team as they complete tasks and deliverables.

But even with the project evaluation process in place, managing a project successfully is not as simple as it sounds. Project managers need to keep track of costs , tasks and time during the entire project life cycle to make sure everything goes as planned. To do so, they utilize the project evaluation process and make use of project management software to help manage their team’s work in addition to planning and evaluating project performance.

What Is Project Evaluation?

Project evaluation is the process of measuring the success of a project, program or portfolio . This is done by gathering data about the project and using an evaluation method that allows evaluators to find performance improvement opportunities. Project evaluation is also critical to keep stakeholders updated on the project status and any changes that might be required to the budget or schedule.

Every aspect of the project such as costs, scope, risks or return on investment (ROI) is measured to determine if it’s proceeding as planned. If there are road bumps, this data can inform how projects can improve. Basically, you’re asking the project a series of questions designed to discover what is working, what can be improved and whether the project is useful. Tools such as project dashboards and trackers help in the evaluation process by making key data readily available.

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Project Review Template

Use this free Project Review Template for Word to manage your projects better.

The project evaluation process has been around as long as projects themselves. But when it comes to the science of project management , project evaluation can be broken down into three main types or methods: pre-project evaluation, ongoing evaluation and post-project evaluation. Let’s look at the project evaluation process, what it entails and how you can improve your technique.

Project Evaluation Criteria

The specific details of the project evaluation criteria vary from one project or one organization to another. In general terms, a project evaluation process goes over the project constraints including time, cost, scope, resources, risk and quality. In addition, organizations may add their own business goals, strategic objectives and other project metrics .

Project Evaluation Methods

There are three points in a project where evaluation is most needed. While you can evaluate your project at any time, these are points where you should have the process officially scheduled.

1. Pre-Project Evaluation

In a sense, you’re pre-evaluating your project when you write your project charter to pitch to the stakeholders. You cannot effectively plan, staff and control a new project if you’ve first not evaluated it. Pre-project evaluation is the only sure way you can determine the effectiveness of the project before executing it.

2. Ongoing Project Evaluation

To make sure your project is proceeding as planned and hitting all of the scheduling and budget milestones you’ve set, it’s crucial that you constantly monitor and report on your work in real-time. Only by using project metrics can you measure the success of your project and whether or not you’re meeting the project’s goals and objectives. It’s strongly recommended that you use project management dashboards and tracking tools for ongoing evaluation.

Related: Free Project Dashboard Template for Excel

3. Post-Project Evaluation

Think of this as a postmortem. Post-project evaluation is when you go through the project’s paperwork, interview the project team and principles and analyze all relevant data so you can understand what worked and what went wrong. Only by developing this clear picture can you resolve issues in upcoming projects.

Free Project Review Template for Word

The project review template for Word is the perfect way to evaluate your project, whether it’s an ongoing project evaluation or post-project. It takes a holistic approach to project evaluation and covers such areas as goals, risks, staffing, resources and more. Download yours today.

Project Evaluation Steps

Regardless of when you choose to run a project evaluation, the process always has four phases: planning, implementation, completion and dissemination of reports.

1. Planning

The ultimate goal of this step is to create a project evaluation plan, a document that explains all details of your organization’s project evaluation process. When planning for a project evaluation, it’s important to identify the stakeholders and what their short-and-long-term goals are. You must make sure that your goals and objectives for the project are clear, and it’s critical to have settled on criteria that will tell you whether these goals and objects are being met.

So, you’ll want to write a series of questions to pose to the stakeholders. These queries should include subjects such as the project framework, best practices and metrics that determine success.

By including the stakeholders in your project evaluation plan, you’ll receive direction during the course of the project while simultaneously developing a relationship with the stakeholders. They will get progress reports from you throughout the project life cycle , and by building this initial relationship, you’ll likely earn their belief that you can manage the project to their satisfaction.

2. Implementation

While the project is running, you must monitor all aspects to make sure you’re meeting the schedule and budget. One of the things you should monitor during the project is the percentage completed. This is something you should do when creating status reports and meeting with your team. To make sure you’re on track, hold the team accountable for delivering timely tasks and maintain baseline dates to know when tasks are due.

Don’t forget to keep an eye on quality. It doesn’t matter if you deliver the project within the allotted time frame if the product is poor. Maintain quality reviews, and don’t delegate that responsibility. Instead, take it on yourself.

Maintaining a close relationship with the project budget is just as important as tracking the schedule and quality. Keep an eye on costs. They will fluctuate throughout the project, so don’t panic. However, be transparent if you notice a need growing for more funds. Let your steering committee know as soon as possible, so there are no surprises.

3. Completion

When you’re done with your project, you still have work to do. You’ll want to take the data you gathered in the evaluation and learn from it so you can fix problems that you discovered in the process. Figure out the short- and long-term impacts of what you learned in the evaluation.

4. Reporting and Disseminating

Once the evaluation is complete, you need to record the results. To do so, you’ll create a project evaluation report, a document that provides lessons for the future. Deliver your report to your stakeholders to keep them updated on the project’s progress.

How are you going to disseminate the report? There might be a protocol for this already established in your organization. Perhaps the stakeholders prefer a meeting to get the results face-to-face. Or maybe they prefer PDFs with easy-to-read charts and graphs. Make sure that you know your audience and tailor your report to them.

Benefits of Project Evaluation

Project evaluation is always advisable and it can bring a wide array of benefits to your organization. As noted above, there are many aspects that can be measured through the project evaluation process. It’s up to you and your stakeholders to decide the most critical factors to consider. Here are some of the main benefits of implementing a project evaluation process.

• Better Project Management: Project evaluation helps you easily find areas of improvement when it comes to managing your costs , tasks, resources and time.
• Improves Team performance: Project evaluation allows you to keep track of your team’s performance and increases accountability.
• Better Project Planning: Helps you compare your project baseline against actual project performance for better planning and estimating.
• Helps with Stakeholder Management: Having a good relationship with stakeholders is key to success as a project manager. Creating a project evaluation report is very important to keep them updated.

How ProjectManager Improves the Project Evaluation Process

To take your project evaluation to the next level, you’ll want ProjectManager , an online work management tool with live dashboards that deliver real-time data so you can monitor what’s happening now as opposed to what happened yesterday.

With ProjectManager’s real-time dashboard, project evaluation is measured in real-time to keep you updated. The numbers are then displayed in colorful graphs and charts. Filter the data to show the data you want or to drill down to get a deeper picture. These graphs and charts can also be shared with a keystroke. You can track workload and tasks, because your team is updating their status in real-time, wherever they are and at whatever time they complete their work.

Project evaluation with ProjectManager’s real-time dashboard makes it simple to go through the evaluation process during the evolution of the project. It also provides valuable data afterward. The project evaluation process can even be fun, given the right tools. Feel free to use our automated reporting tools to quickly build traditional project reports, allowing you to improve both the accuracy and efficiency of your evaluation process.

ProjectManager is a cloud-based project management software that has a suite of powerful tools for every phase of your project, including live dashboards and reporting tools. Our software collects project data in real-time and is constantly being fed information by your team as they progress through their tasks. See how monitoring, evaluation and reporting can be streamlined by taking a free 30-day trial today!

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