Templates and Tools

This section provides guidance to staff and consultants on how to use and apply a range of evaluation tools/ templates listed below. These tools and templates are useful to support the evaluation process and many are required as part of UN Environment's standard evaluation deliverables, such as the Inception Report and Evaluation Report. 

Terms of reference for evaluations are prepared by the Evaluation Office and discussed with key stakeholders to make the evaluation as useful as possible. Terms of reference for project evaluations are drafted on the basis of a standard template which is customized for the project under evaluation. Higher level evaluations terms of reference are prepared on a case by case basis.

Samples of a range of terms of reference templates are provided below: ​​

  • Terminal Evaluation Templates (GEF, Non-GEF); 
  • Terminal Review* Template (GEF, Non-GEF);
  • Mid-Term Evaluation Templates (GEFNon-GEF) and;
  • Mid-Term Review* Templates (GEF, Non-GEF).

* These templates are currently being generated, kindly contact the Evaluation Office for further guidance.

 The Evaluation Office has developed standard report structures for inception and final evaluation reports. 

       Download the structure for an Inception Report here

       Download the structure for an Evaluation Report here    

The evaluation framework presented as a matrix, showing evaluation questions including new questions raised by review of project design and theory of change analysis, indicators and data sources.

        Download a sample evaluation framework/matrix here.

The evaluation consultant should request the project team to provide a list of key stakeholders, and evidence of stakeholder mapping and analysis.  If the project is unable to provide this, or if the consultant feels the information provided is not complete, the consultant should develop a stakeholder analysis based on evidence provided in the project document and using methods described in the programme manual (currently under review) or other stakeholder mapping techniques of their choice.

The purpose of stakeholder analysis in the preparation of the evaluation inception report is:

  • To understand which individuals or groups are likely to have been affected by, or to have affected the activities of the project;

  • To ensure that the evaluation methodology includes mechanisms for the participation of key stakeholder groups in the process and;

  • To enable the evaluation to identify and make use of key channels of communication between the project and its stakeholders (and between the stakeholders themselves).

          Download a sample of a stakeholder analysis table  

The Evaluation Office has developed a project design quality assessment. Its purpose is:

  • To ensures no primary data are collected without a thorough review of project documentation;
  • To help, along with reports on project implementation issues, to inform areas of evaluation questioning;
  • To indicate areas where a project team may have demonstrated adaptive management (ie the variation between assessment of project design quality and actual performance against evaluation criteria) and;
  • To prompt consideration of questions that will assist the development of the reconstructed Theory of Change.

          Download the Project Design Quality Assessment Table 

The Evaluation Office has developed standard table to record project funding and expenditure

          Download the project funding and expenditure standard table


This is a standard table to support the recording of key project identification and implementation details.

         Download Project Identification Table (GEF Projects)

         Download Project Identification Table (Non-GEF Projects)

Lessons derived from the evaluation of projects comprise one of the most important outcomes of the evaluation exercise. Even where high quality lessons are developed, they are seldom communicated effectively to their intended audiences. To aid their dissemination and communication to external and internal audiences, the Evaluation Office has developed a bulletin template that presents an abridged version of the key project results and lessons within a 2-page write up.

        Download the bulletin template

All UN Environment evaluations are subject to a quality assessment by the Evaluation Office. The quality assessment is used as a tool for providing structured feedback to the evaluation consultants. The quality of the evaluation process is also assessed and rated at the end of the evaluation. 

      Download the evaluation quality assessment