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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 Roles and Responsibilities Description

[download]

 

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)

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​​BA Templates

 

BA Budget Template

[SDC download] [EXTERNAL download]

 

BA Field Testing Logistics and Description Template

[SDC download] [EXTE RNAL download]

 

BA Inception Report Template

[SDC download] [EXTERNA L download]

 

BA Process Description Template

[SDC download] [EXTERNAL download]

 

BA Roles and Responsibilities Template

[SDC download]

 

BA Training Template

[SDC download] [EX TERNAL download]

                                                   

Co-Facilitator BA TOR Template

[SDC download] [EXTERNAL download]

 

Facilitator BA TOR Template

[SDC download] [EXTERNAL download]


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*If you have any trouble opening the documents, please contact poverty-wellbeing@helvetas.org for assistance.