Evaluation wheel

The Evaluation wheel is a participatory and visual tool that allows participants to assess different aspects of a project, activity, or initiative. Using a wheel divided into key categories, participants rate the performance of each aspect, creating a chart that highlights strengths, areas for improvement, and priorities. This approach fosters collective reflection and strategic planning.

Preparation

  1. Define the objective: Determine which aspects will be evaluated (e.g., impact, effectiveness, resources, participation).
  2. Design the wheel:
    • Draw a large circle divided into segments (like pie slices).
    • Each segment represents a category to evaluate.
    • Draw lines from the center to the edge of the wheel to create rating scales (e.g., from 1 to 5).
  3. Gather materials:
    • Large paper, markers, and sticky notes for the physical version.
    • Digital tools for the online version.

Step-by-step instructions

  1. Introduce the purpose
    • Explain the purpose of the activity and how the wheel will help evaluate the project or activity.
    • Describe the segments of the wheel and the meaning of the scales (e.g., 1 means low performance, and 5 means excellent performance).
  2. Brainstorming criteria (optional)
    • If criteria are not predefined, invite participants to suggest key categories for evaluation.
    • Example criteria: efficiency, impact, participation, resources, sustainability, communication.
  3. Individual or group rating
    • Ask participants to rate each category by assigning a score from 1 to 5 (or according to the chosen scale).
    • Mark each score on the wheel, starting from the center and moving outward in the corresponding segment.
  4. Connecting points and visual analysis
    • Connect the points marked in each segment to form a chart (similar to a radar chart).
    • Facilitate a group discussion to analyze the chart:
      • Which categories show strengths?
      • Which areas need more attention or improvement?
      • How can the results be balanced?
  5. Reflection and prioritization
    • Discuss the actions needed to improve areas with low scores.
    • Prioritize key categories requiring immediate intervention.
  6. Closing and follow-up
    • Summarize the main conclusions and document the resulting chart.
    • Establish an action plan based on the identified priorities.
Recommendations
  • Clear definition of categories: Ensure participants understand what each segment of the wheel evaluates.
  • Active facilitation: Guide the rating process to clarify doubts and promote consensus.
  • Documentation: Save a copy of the final chart and reflections for future reference.
  • Adaptability: Adjust the number of categories and the scale based on the group’s needs.
Materials
  • Large paper or whiteboard to draw the wheel.
  • Markers and sticky notes to record ratings.
Online platforms
Purpose

The purpose of the Evaluation wheel is to provide a visual and structured representation of performance across key areas, promoting collective reflection and facilitating strategic planning to improve the evaluated project or activity.

Type of activity
Participatory EvaluationParticipatory MonitoringParticipatory Planning
Level of participation
Collaboration, Shared decision-making, Knowledge generation
Target audience
Educators, Community leaders, NGOs and social collectives, Business teams, Government
Fields of application
Education and training, Community development, Organizational and business management, Urban and rural planning, Health and social well-being, Sustainability and environment, Public policies and governance, Innovation and design, Research and evaluation, Conflict resolution, Technology and digital environments, Citizen and social participation
Estimated duration
10 minutes weekly.
Ideal number of participants
From 3 to 20 people, to ensure an active and manageable discussion.
Topics related to this activity
Collaborative ToolCollaborative VisualizationsCollective LearningCollective ReflectionContinuous ImprovementKnowledge GenerationMonitoring ToolParticipatory AnalysisParticipatory EvaluationVisual CommunicationVisual DocumentationVisual ReflectionVisual Tool
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