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NZAID Guideline on Developing Terms of Reference for Reviews and Evaluations

Created By Mr. Jonathan White - 03/15/2012

Type: How-to / Manual, Tools & Templates

Subject: Designing Evaluation, Terms of Reference, Evaluation

Themes: Methodology

Author / Copyright Holder: New Zealand International Aid and Development Agency

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	NZAID_ToR Guideline.pdf	132.34 KB

The purpose of this guideline is to provide suggestions on how to develop clear Terms of Reference (TOR) for reviews and evaluations commissioned and/or undertaken by NZAID.

Annexes to the guideline include examples of best practice in TOR, and a template to use in developing TOR (with statements that are highly recommended to be included).

This guideline should be used in conjunction with other NZAID Guidelines and Tools that are noted throughout the guideline, including the Activity Cycle Tool: Terms of Reference Guideline which describes generic requirements in TOR (not specific to reviews and evaluations).

TOR provide clear guidance on the roles, resources and responsibilities of the evaluation or review contract managers, evaluators or reviewers, and steering, management and/or advisory groups. TOR are part of a contract and can be used in disputes as a legally binding record.

High quality TOR that are acceptable to all key stakeholders are necessary for a high quality evaluation or review. It is important to get the TOR right, and that adequate consultation and discussion contributes to a shared understanding and consensus of what goes into the TOR.