Evaluation Review Guidance Notes
For the evaluation review you need to send us the following information:
- A report with information and evidence about what difference our funding has made and whether you have achieved the outcome statements and activities or services that you detailed in your original application to us. Please see below for help on how to do this.
Please use the reporting template available on our website under Application Process→Henry DuncanGrants → Reporting. A copy of this template is attached for information. If you prefer, the report can be of your own format.
- A copy of your organisation’s most recent signed annual accounts. (If your accounts are in preparation for the year-end, we are happy to receive draft accounts and for you to forward a copy of the finalised accounts when ready.)
Once we have received this information and we are happy with it we will let you know and, if applicable, an assessor will contact you to arrange a meeting.
How to report on your outcome statements and activities
Before you start you should look at last year’s outcome statement document or section 5 on the application form that you submitted to us 12 months ago.
For each outcome statement, please provide information and evidence about the extent to which the outcome was achieved. If you can, let us know what happened across the group of people that benefitted. Remember, we won’t expect you to have been 100% successful with everything you have done!
You need to tell us how you actually know you have made a difference: It is often helpful if you can provide a case study to give an example of the difference you have made to the people you work with, and maybe tell us how you went about gathering information and evidence (e.g. feedback forms, surveys, etc.) Also tell us about the activities or services which were delivered to help you achieve your outcomes, and remember to tell us about the actual numbers involved, even if these target numbers were not included in your original submission.
It may be that you have not fully achieved your outcomes and activities, but have taken smaller steps towards them: Please tell us about your progress up to now and the difference or change that this has made for the people you work with.
When things don’t go to plan
If you were not able to achieve any of your outcomes or activities you should tell us why and set out your plans to tackle the problems you faced. Please be honest. In general we don’t mind if things go wrong. But we do want to be reassured that you know why they went wrong and what you have learned as a result. For example were your plans too ambitious? Did your service users want something different? Did external factors get in the way? And what did you do instead?
Additional information
Please also tell us how these outcomes fit into the context of your wider work and tell us about any other significant events that happened during the year.
It would also be useful to know what other funding was secured for the project in the last year, and what funding is in place for the coming year. If the project will not continue, please tell us why.
We expect this report to be about 2-4 sides of A4. You can include photographs or diagrams if you want to.
However please do not send us DVDs or videos.
Please include the name and contact details of the person we should approach if we wish to discuss the report further.
If you are re-applying to The Corra Foundation next year, please note that we will need to be in receipt of your evaluation report, or an interim report, before we can proceed with the new application.
Please don’t hesitate to contact us if you have any problems or questions. We would rather hear from you and help than have you sit and worry or give us the wrong information.
The Corra Foundation
Riverside House, 502 Gorgie Road, Edinburgh, EH11 3AF
e: t: 0131 444 4020
The Corra Foundation is a charity registered in Scotland (No SC009481) and is also a company limited by guarantee (No SC096068). Fortify Social Enterprise CIC is a community interest company registered in Scotland and is also a company limited by guarantee (No SC507457). The Corra Foundation was previously called Lloyds TSB Foundation for Scotland.