Assessment Resource
| ID | INDIGO-ARES-0097 |
|---|---|
| Assessment Resource - Status | PUBLIC |
| Assessment Resource - Name | FinCap Financial Wellbeing Evaluation Toolkit |
| Assessment Resource - Who? - Public Sector | YES |
| Assessment Resource - Who? - Private Sector | NO |
| Assessment Resource - Who? - Third Sector | YES |
| Assessment Resource - Output Format - Agnostic | YES |
| Assessment Resource - Output Format - Monetary Valuation | YES |
| Assessment Resource - Output Format - Non-monetary quant index | YES |
| Assessment Resource - Output Format - Ordinal | YES |
| Assessment Resource - Output Format - Qualitative only | YES |
| Assessment Resource - Output Format - Quant but no index | YES |
| Assessment Resource - Time frame? - Ongoing | YES |
| Assessment Resource - Time frame? - Prospective | YES |
| Assessment Resource - Time frame? - Retrospective | YES |
| Assessment Resource - Scale? - Agnostic | YES |
| Assessment Resource - Scale? - Micro | YES |
| Assessment Resource - Scale? - Meso | YES |
| Assessment Resource - Scale? - Macro | YES |
| Assessment Resource - Impact Goal - Agnostic | NO |
| Assessment Resource - Impact Goal - Defence | NO |
| Assessment Resource - Impact Goal - Democracy | NO |
| Assessment Resource - Impact Goal - Development/ Poverty Reduction | NO |
| Assessment Resource - Impact Goal - Education | NO |
| Assessment Resource - Impact Goal - Employment/ Financial well-being | YES |
| Assessment Resource - Impact Goal - Health | NO |
| Assessment Resource - Impact Goal - Housing | NO |
| Assessment Resource - Impact Goal - Local rejuvenation | YES |
| Assessment Resource - Impact Goal - SDG oriented | NO |
| Assessment Resource - Impact Goal - Social impact | NO |
| Assessment Resource - Impact Goal - Sustainability/ Eco | NO |
| Assessment Resource - Impact Goal - Well-being | NO |
| Assessment Resource - Type - Case Study | NO |
| Assessment Resource - Type - Classification | NO |
| Assessment Resource - Type - Consultancy | NO |
| Assessment Resource - Type - Framework | NO |
| Assessment Resource - Type - Guide | YES |
| Assessment Resource - Type - Dataset | NO |
| Assessment Resource - Type - Principles | NO |
| Assessment Resource - Type - Reporting Standards | NO |
| Assessment Resource - Type - Resource Repository or Summary | NO |
| Assessment Resource - Type - Tool | NO |
| Assessment Resource - Type - Training Programme | NO |
| Assessment Resource - Sourcing? - Agnostic | NO |
| Assessment Resource - Sourcing? - Outsource to Vendor | NO |
| Assessment Resource - Sourcing? - Paid tool | NO |
| Assessment Resource - Sourcing? - Proprietary in-house | NO |
| Assessment Resource - Sourcing? - Self-driven | YES |
| Assessment Resource - Method? - Attribution | NO |
| Assessment Resource - Method? - Diff-in-Diff statistical analysis | NO |
| Assessment Resource - Method? - Ex-ante projections | NO |
| Assessment Resource - Method? - Focus Groups | NO |
| Assessment Resource - Method? - Framework agnostic | YES |
| Assessment Resource - Method? - Interviews | NO |
| Assessment Resource - Method? - Mission Alignment | NO |
| Assessment Resource - Method? - Observation | NO |
| Assessment Resource - Method? - Operational Data | NO |
| Assessment Resource - Method? - RCTs | NO |
| Assessment Resource - Method? - Surveys | NO |
| Assessment Resource - Method? - Theory of Change | NO |
| Assessment Resource - Method? - Before and After | NO |
| Assessment Resource - Used in sectors? - Charity | NO |
| Assessment Resource - Used in sectors? - CSR | NO |
| Assessment Resource - Used in sectors? - Development | NO |
| Assessment Resource - Used in sectors? - Governance/ Policy | YES |
| Assessment Resource - Used in sectors? - Green Book | YES |
| Assessment Resource - Used in sectors? - Healthcare | NO |
| Assessment Resource - Used in sectors? - Housing | NO |
| Assessment Resource - Used in sectors? - IGOs | NO |
| Assessment Resource - Used in sectors? - Impact investing | NO |
| Assessment Resource - Used in sectors? - Microfinance | NO |
| Assessment Resource - Used in sectors? - SIBs | NO |
| Assessment Resource - Used in sectors? - Social Enterprises | YES |
| Assessment Resource - Used in sectors? - Sustainability/ Eco | NO |
| Assessment Resource - Used in sectors? - Developed Countries | YES |
| Assessment Resource - Used in sectors? - Developing Countries | NO |
| Assessment Resource - Internal / External? - Internal | YES |
| Assessment Resource - Internal / External? - External | NO |
| Assessment Resource - Leader | UK FinCap Strategy |
| Assessment Resource - Purpose | Evaluation can help you to understand if, how and why your project or programme works. It helps you to learn from your successes and failures, deliver the best service for your users and demonstrate the value of what you do. |
| Assessment Resource - Content | The Evaluation Toolkit focuses on measuring changes in people’s financial wellbeing, behaviour and capability - understanding how your activity has led to those changes and using this learning to refine your programme. It contains a set of resources (including outcomes frameworks) that you can use to plan and carry out your evaluation. It is based around three-steps, each with a short overview that introduces key principles and a tool or template to get you started. You can download these below, and a selection of more detailed guidance from other sources is available from the further reading document, available on the right-hand side of this page. |
| Assessment Resource - Link | https://www.fincap.org.uk/en/articles/evaluation-toolkit |