BA Tools & Templates

Tools & Templates for Beneficiary Assessment (BA)

Here you will find a variety of resources to help you plan and implement a BA. They cover initial planning (inception report, Budgeting, Terms of Reference for Facilitators and Co-Facilitators, Roles and Responsibilities, Process Description) as well as early stages of implementation (Field Testing, Facilitator and CO Training). Some also cover the overall process of a BA (How-to Note). The templates are in MSWord 2013 format for ease of adaptation to your own BA context.*

The later stages of a BA (e.g. the field research, Validation workshop and reporting) will need to be designed for each specific BA context, but the tools and templates should give you a good foundation on which to build these aspects.

 

BA Tools

SDC How-To Note on Beneficiary Assessment
Cathy Shutt, IDS / Laurent Ruedin, SDC, May 2013

How-To Note on BA (PDF, 726 KB)

Annexes 1-9 (PDF, 3.61 MB)

 

BA Guide - The Farmers’ Participatory Evaluation FPE
A methodological guide to evaluate the effect and impact of technological development.
PASOLAC / UNICAM, June 2006

Download Report (PDF, 9.31 MB, EN, SP, FR)

 

Metodología para la Valoración Participativa de Impacto (VPI) del Programa ATICA
Intercooperation /ATICA, February 2003

Download Report (PDF, 412 KB, SP)

 

BA Templates

BA Budget Template

[SDC download] [EXTERNAL download]

 

BA Field Testing Logistics and Description template

[SDC download] [EXTERNAL download]

 

BA inception report template

[SDC download] [EXTERNAL download]

 

BA process description template

[SDC download] [EXTERNAL download]

 

BA roles and responsibilities description

[download]

 

BA roles and responsibilities template (visio format)

[SDC download] [EXTERNAL download]

 

BA training template

[SDC download] [EXTERNAL download]

                                                   

Co-Facilitator BA TOR template

[SDC download] [EXTERNAL download]

 

Facilitator BA TOR template

[SDC download] [EXTERNAL download]

 

 

*If you have any trouble opening the documents, please contact cesar.robles@helvetas.org for assistance.

 

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