Monitoring and evaluation

Overview

Effective monitoring and evaluation strategies (M&E) are integral to showcasing the success of the trial to the Catapult and project partners. By employing successful M&E methodologies, innovators will be in a better position to assess the outcomes and impact of the trial and showcase that the agreed objectives are met and valuable insights are gained. So support effective M&E, this section focuses on evaluation of trial outcomes, utilising appropriate methodologies for monitoring, and analysing findings to highlight the trial's impact.

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Questions and prompts

Within your trial plan, it will be useful to detail the following:

Evaluation: how will you evaluate what is being trialled?

• List the data or insights from project partners that are needed to evaluate success - ensuring that your goals are realistic and achievable.

• Reflect on the success factors and expected impacts, as well as any research questions you aim to address.

• Account for the variables, what do you want to change and what will be measured.

Monitoring: how will you measure the results of your trial?

• Before observing change, establish a baseline to understand the current state.

• Describe the methodologies you will employ for monitoring, and determine whether quantitative or qualitative methodologies are more appropriate for data collection.

• List the resources and equipment needed to implement the aforementioned methodologies, and unpack their suitability in alignment with your research questions and objectives.

Results: how will you analyse the findings and showcase the results?

• Outline your plan for presenting the trial's successes or failures.

• Consider how you will demonstrate the implications of these results for your product or solution

To support you in answering the above question(s), please find a link to the 'summary of trial' diagram below that can be downloaded in both PPT and JPEG and used within your trial plan.

Trial Plan Summary

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2MB

Trial Plan Summary - template.pptx

Trial Plan Summary - template

Useful resources

The following external resources may be useful in developing your monitoring and evaluation plan:

• Design Kit's Monitor and Evaluate, providing a framework to help you consider the measures and indicators for your trial.