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OPEN CALL from SAMEA: Introduction to Research for Evaluation

Deadline date
15 May 2022
Contact name
SAMEA Administrator
Contact email address
3 days


This workshop is aimed at emerging evaluators with limited or no prior evaluation research experience. The aim of the workshop is to provide a general introduction to evaluation research and to upskill participants in selected data gathering tools and basic data analysis and report writing skills to enable them to partake in evaluations as part of a team after the workshop.

SAMEA will hold the copyright to the workshop material and will commission appropriate facilitators to present the course during its annual workshop series or other relevant events. The course material should be developed on the SAMEA slide template / letterheads and should include the slide set, relevant practical exercises, a participant guide and a facilitator guide.

The workshop material should be suitable for online delivery as well as in-person, and should provide for three consecutive days of training. Content should include a combination of theory sharing sessions, practical skills developing exercises and opportunities for smaller group and plenary discussions. The following content at minimum must be covered in the course. Further material can be added by the developer if time permits.

Learning outcomes

  • Participants are able to support basic evaluation research, including basic design of the evaluation, gathering and analysing data and communicating findings.
  • Participants are aware of relevant networks, reference material or websites dedicated to strengthening evaluation practice.


Evaluation versus research

  • Introduction to evaluation research
  • Role of the researcher versus the role of the evaluator

The evaluation proposal or concept note

  • Structuring the evaluation: Introduction and background, problem statement, evaluation questions, evaluation purpose and/or objectives, design, data collection methods and analysis

Brief overview of alternative evaluation designs

  • This session should only provide a high-level overview of alternative designs that may be appropriate depending on the evaluation
  • Quantitative designs (e.g., RCTs, Surveys, Regression analysis)
  • Qualitative designs (e.g., Literature Reviews, Systematic Reviews)
  • Mixed method designs

Practical skills development to support an evaluation

This is the most important part of the training, and more time and learning should be directed here. Where possible practical activities and exercises should be used to strengthen learning.

  • Considerations for sampling data sets or respondents
  • Literature review – identifying and selecting relevant texts, reviewing available academic literature, grey literature, programme documentation.
  • Simple survey using google forms or survey monkey – clear questionnaire design, considerations in electronic or manual capturing
  • Semi-structured and unstructured interviews and Focus Group discussions – interview guide or questions, interviewing technique
  • Observation – observation guide, capturing observations
  • Considerations for rapid reviews

Data analysis

  • Capturing, coding and thematic analysis of quantitative and qualitative data
  • Descriptive analysis and where relevant multivariate analysis
  • Data visualisation
  • Structure of the report
  • Verbal versus written reporting
  • Writing for use

Developer tasks

  • Develop the detailed 3-day training programme for sign off by SAMEA (30 May 2022)
  • Develop workshop materials for participants and submit to SAMEA by 15 June 2022 (2 days)
  • Conduct the first round of training from 20 - 23 June 2022 (3 days)
  • Adjust materials as necessary after the training and submit a final version to SAMEA by 30 June 2022

SAMEA will pay R40 000 to the provider for the development of the material and conducting the workshop over the course of three days from 20 – 24 June 2022.

How to apply

Interested persons/organisations should submit a five-page CV / company profile that summarises your experience in developing and presenting similar research workshops and/or short courses.

In the case of a company, the CV of the facilitator for the June 2022 workshop must also be included.

Documents must be submitted by 15 May 2022 to [email protected] with the subject line: Introduction to Research for Evaluation workshop