What are the steps to a mixed-methods evaluation?

2 Choose your evaluation design

The second step is to decide how you will combine quantitative and qualitative data in your evaluation. There are different types of mixed-methods designs, such as concurrent, sequential, embedded, or transformative. Each design has its own advantages and disadvantages, depending on the purpose, scope, and resources of your evaluation. You should choose a design that best suits your evaluation questions, data availability, and analytical strategy.

3 Collect your data

The third step is to collect your data from various sources and methods. You should use a combination of primary and secondary data, such as surveys, interviews, focus groups, observations, documents, and records. You should also use a variety of sampling techniques, such as random, purposive, or stratified sampling. You should ensure that your data collection methods are reliable, valid, and ethical, and that they capture the diversity and complexity of your program and its context.

4 Analyze your data

The fourth step is to analyze your data using appropriate techniques and tools. You should use both descriptive and inferential statistics to summarize and test your quantitative data, such as frequencies, means, standard deviations, correlations, or regressions. You should also use thematic or content analysis to identify and interpret patterns and themes in your qualitative data, such as codes, categories, or narratives. You should integrate your quantitative and qualitative findings to answer your evaluation questions and draw conclusions.

5 Report your findings

The fifth step is to report your findings in a clear, concise, and compelling way. You should use a variety of formats and media to communicate your results, such as reports, presentations, infographics, or videos. You should tailor your report to your audience and their expectations, and use visual aids, quotes, or stories to illustrate your points. You should also highlight the limitations, implications, and recommendations of your evaluation, and invite feedback and dialogue.

6 Use your evaluation

The sixth and final step is to use your evaluation to inform and improve your program. You should share your evaluation results with your stakeholders and engage them in discussions and actions. You should also use your evaluation to celebrate your achievements, identify areas for improvement, and plan for future changes. You should monitor and document the impact and outcomes of your evaluation, and use it as a learning opportunity for your organization and your sector.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?