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A circle surrounded by four titles with arrows clockwise leading from one to the other. The center circle has the title 'Monitoring Plan'. External titles include: Frequency and purpose of meetings, Progress reporting, Invoicing, and Data reporting and management. Click to open the content for Step 1: Frequency and purpose of meetings Click to open Step 2 Progress reporting Click to open Step 3 Data reporting and management Click to open Step 4 Invoicing

If you are working with an external evaluator, having a written monitoring plan gives you leverage and documentation to effectively manage the business relationship with your contractor. The contract itself usually serves this role. If your evaluation is internally conducted, the monitoring plan may be more perfunctory, since it is likely you already have working relationships and standards within your organization. Even so, a plan can be helpful in that it puts into writing any expectations that are specific to your evaluation.

Click on the text in the diagram to learn about the components of a monitoring plan.

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