Education Policy Evaluation Training Course

Duration 10 days 18 modules · 65 contact hours
Level Intermediate Certificate on completion
Who attends Education Policy Managers, Monitoring and Evaluation Specialists and others
Fee from USD 2,200 KSh 190,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-EM-094

Before you join: Participants should have experience working with education policies, programmes, projects, monitoring systems or administrative data.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Education policies are often approved with ambitious targets but limited evidence on whether they improve learning, equity, retention, teacher practice or value for money. Ministries, donors, school networks and implementing partners need credible evaluation designs before funding decisions are made, while programme managers need timely evidence during delivery. Weak baselines, unclear policy logic, unsuitable comparison groups and poorly defined indicators can produce findings that are difficult to defend or use.

This course equips participants to plan, commission, manage and interpret education policy evaluations and impact assessments. Participants develop a theory of change, evaluation questions, indicator framework, sampling approach, data collection plan and analysis strategy for a real policy or programme. The course addresses experimental, quasi-experimental and mixed-methods designs; baseline and endline studies; contribution analysis; process evaluation; learning assessment data; equity analysis; cost-effectiveness; ethics; and communication of findings to decision-makers. Participants learn when a randomised controlled trial is appropriate, when Difference-in-Differences or regression discontinuity is more credible, and when qualitative evidence is needed to explain implementation and outcomes.

Teaching combines instructor briefings, worked education cases, small-group design work, data interpretation tasks and structured peer review. Cases may include teacher professional development, school feeding, girls' education, learning recovery, digital learning, education financing and school accountability reforms. Participants build their own evaluation planning package throughout the course, refining it as new methods are introduced. They leave with a defensible evaluation or impact assessment plan that can be adapted for an internal review, donor proposal, terms of reference or evaluation procurement.

The course suits professionals responsible for education policy, programme delivery, monitoring and evaluation, research, funding decisions or commissioned studies. It is particularly relevant where teams must demonstrate results while accounting for context, implementation quality, equity and practical constraints.

What you will be able to do

  • Develop a policy theory of change with testable assumptions and measurable results pathways
  • Formulate evaluation questions using OECD DAC criteria and intended decision uses
  • Construct an education indicator framework covering learning, access, equity and implementation
  • Select experimental, quasi-experimental or mixed-methods designs appropriate to policy constraints
  • Prepare a sampling, baseline and data collection plan for an education evaluation
  • Interpret quantitative and qualitative evidence using causal inference and contribution analysis methods
  • Assess cost-effectiveness, equity effects and implementation fidelity from evaluation findings
  • Produce and present a complete education policy evaluation and impact assessment plan

Benefits of attending

For you

  • Produce evaluation designs that withstand challenge from funders, auditors and technical reviewers
  • Judge whether claimed education impacts are supported by credible evidence
  • Translate policy goals into measurable learning, equity and implementation indicators
  • Commission external evaluators with clearer terms of reference and quality criteria
  • Present findings and recommendations in forms suited to senior education decision-makers

For your organisation

  • Improves the quality of evaluation plans before resources are committed
  • Produces stronger evidence for education budget, funding and scale-up decisions
  • Reduces avoidable weaknesses in baselines, sampling and indicator definitions
  • Identifies implementation barriers affecting learning and equity outcomes earlier
  • Strengthens accountability to ministries, communities, funders and governing bodies

Course modules

18 modules over 10 days

Participants can distinguish policy monitoring, evaluation, research and impact assessment for a defined education decision.

  • Education policy cycles, decision gates and evidence requirements
  • Distinguishing outputs, outcomes, impacts and unintended consequences
  • Monitoring, evaluation, research and audit purposes compared
  • Policy questions arising from access, quality, equity and efficiency
  • Stakeholder mapping for ministries, schools, communities and funders
  • Decision-use matrix linking evidence products to policy choices

Participants can construct a theory of change that specifies causal pathways, assumptions and risks.

  • Theory of Change components: inputs, activities, mechanisms and outcomes
  • Causal pathways from teacher training to classroom practice
  • Assumptions tested through evidence, stakeholder consultation and field observation
  • External factors affecting attendance, learning and school retention
  • Results chains for national reforms and local implementation models
  • Policy logic diagrams with feedback loops and unintended effects

Participants can frame answerable evaluation questions aligned with intended users and decisions.

  • OECD DAC criteria adapted for education policy evaluation
  • Question hierarchy covering relevance, effectiveness, impact and sustainability
  • Defining primary questions, secondary questions and analytic subgroups
  • Evaluation matrices linking questions, indicators, sources and methods
  • Prioritising questions against time, budget and data constraints
  • Formative, summative and developmental evaluation purposes compared

Participants can develop an indicator framework for education access, learning, equity and delivery quality.

  • Indicator reference sheets defining numerator, denominator and disaggregation
  • Learning outcomes measured through assessments, proficiency thresholds and progression
  • Access indicators for enrolment, attendance, completion and transition
  • Equity disaggregation by gender, disability, location and income
  • Implementation indicators covering teacher attendance, materials and instructional time
  • SMART indicator tests applied to education programme results

Participants can select an evaluation design that supports appropriate causal claims.

  • Counterfactual reasoning and the problem of missing outcomes
  • Experimental, quasi-experimental and non-experimental designs compared
  • Internal validity threats: selection, history, maturation and attrition
  • External validity when scaling pilots across districts
  • Causal diagrams identifying confounders, mediators and selection mechanisms
  • Matching design strength to policy stakes and feasibility

Participants can prepare a baseline and sampling plan with credible comparison strategies.

  • Baseline timing relative to policy rollout and seasonal effects
  • Target populations, sampling frames and unit-of-analysis decisions
  • Probability sampling: simple random, stratified and cluster approaches
  • Sample size drivers: effect size, power and intracluster correlation
  • Comparison group selection using eligibility thresholds and rollout schedules
  • Attrition prevention plans for learners, teachers and schools

Participants can specify fit-for-purpose data collection instruments and fieldwork controls.

  • Survey questionnaires aligned with indicators and respondent burden
  • Classroom observation protocols measuring instructional practice and engagement
  • Student assessment items matched to curriculum and grade level
  • Key informant interviews with officials, headteachers and implementers
  • Focus group guides for learners, parents and community members
  • Enumerator manuals, piloting procedures and field supervision controls

Participants can establish ethical, safeguarding and data quality requirements for an education study.

  • Informed consent and assent procedures for child participants
  • Safeguarding protocols for disclosures, referrals and fieldworker conduct
  • Data protection controls for student records and identifiers
  • Reliability checks for observation, survey and assessment data
  • Data quality assurance through range checks and back-checks
  • Ethics review requirements, risk registers and incident escalation

Participants can convert an evaluation design into a resourced workplan and procurement brief.

  • Evaluation work breakdown structure from inception through dissemination
  • Critical path scheduling for baseline, endline and reporting
  • Budget categories for personnel, travel, tools and data collection
  • Terms of reference specifying scope, methods and deliverables
  • Evaluator selection criteria covering independence, expertise and feasibility
  • Risk registers addressing access, security and implementation delays

Participants can interpret core quantitative analyses used in education policy evaluations.

  • Descriptive statistics for enrolment, attendance and learning outcomes
  • Cross-tabulations comparing results by treatment and subgroup
  • Confidence intervals, p-values and practical significance interpreted
  • Regression models controlling for baseline differences and covariates
  • Standardised mean differences for learning outcome comparisons
  • Missing-data patterns, imputation choices and reporting limitations

Participants can design qualitative inquiry and integrate findings with quantitative evidence.

  • Purposive sampling for diverse schools, respondents and implementation contexts
  • Thematic coding using deductive and inductive codebooks
  • Process tracing for policy mechanisms and implementation decisions
  • Triangulation across administrative records, interviews and observations
  • Joint displays connecting quantitative patterns with qualitative explanations
  • Negative case analysis challenging initial interpretations and recommendations

Participants can assess when randomisation is ethical, feasible and useful for an education intervention.

  • Randomised controlled trial logic for education interventions
  • Individual, classroom, school and cluster randomisation compared
  • Random assignment procedures, allocation concealment and balance checks
  • Waitlist designs for phased education programme implementation
  • Spillover effects between schools, teachers and communities
  • Ethical justification where scarce services are allocated randomly

Participants can specify and interpret quasi-experimental approaches for education policy impact assessment.

  • Difference-in-Differences using baseline and follow-up comparison data
  • Parallel trends assessment before applying Difference-in-Differences estimates
  • Regression discontinuity around scholarship and eligibility thresholds
  • Propensity score matching for non-random programme participation
  • Interrupted time series for system-wide policy changes
  • Sensitivity analysis testing alternative model specifications and assumptions

Participants can evaluate whether a policy was delivered as designed and explain variation.

  • Implementation fidelity dimensions: adherence, dose, quality and reach
  • Bottleneck analysis across procurement, training and school support
  • Service delivery pathways from central policy to classrooms
  • Implementation dashboards combining milestones, risks and field evidence
  • Adaptation tracking during pilots, scale-up and local delivery
  • Explaining outcome variation through implementation and contextual factors

Participants can assess who benefits, who is excluded and why results differ across groups.

  • Equity analysis by gender, disability, poverty and geography
  • Intersectional subgroup analysis without misleading small-sample conclusions
  • Barrier analysis for marginalised learners and families
  • Accessibility review of assessment, surveys and consultation methods
  • Distributional impact questions for targeted education subsidies
  • Equity-focused recommendations linked to delivery and financing decisions

Participants can compare education intervention costs, outputs and outcomes for resource allocation decisions.

  • Cost analysis separating start-up, recurrent and opportunity costs
  • Unit-cost calculations per learner, school and outcome
  • Cost-effectiveness ratios for literacy, attendance and completion gains
  • Cost-benefit analysis assumptions, discounting and sensitivity testing
  • Value-for-money dimensions: economy, efficiency, effectiveness and equity
  • Interpreting economic evidence alongside feasibility and implementation risk

Participants can communicate evaluation findings and recommendations for realistic policy decisions.

  • Evidence grading based on design strength and data limitations
  • Findings statements separating observation, inference and interpretation
  • Recommendation design specifying action, owner, timeframe and resources
  • Policy briefs structured for ministers, boards and funding committees
  • Data visualisation choices for learning, equity and cost findings
  • Management responses and follow-up trackers for evaluation recommendations

Participants can build, review and present a complete evaluation and impact assessment plan for an education policy or programme.

  • Policy problem statement supported by decision-use requirements
  • Theory of Change with assumptions, risks and measurable pathways
  • Evaluation matrix linking questions, indicators, methods and sources
  • Design rationale covering comparison strategy, sampling and ethics
  • Workplan, budget, governance arrangements and quality assurance controls
  • Peer review against feasibility, credibility, equity and usefulness

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Education policy theory of change template
  2. Evaluation question and criteria matrix
  3. Education indicator reference sheet
  4. Baseline and sampling plan template
  5. Evaluation terms of reference checklist
  6. Education policy evaluation and impact assessment plan

Who should attend

  • Education Policy Managers — need evidence to refine reforms and justify public expenditure
  • Monitoring and Evaluation Specialists — design and manage credible education studies
  • Programme Managers — track delivery quality and explain outcome performance
  • Ministry Planning Officers — connect sector plans, targets and evaluation evidence
  • Donor Programme Officers — assess evaluation proposals and use findings for funding decisions
  • Education Researchers — strengthen applied impact assessment and policy communication skills

Skills and tools covered

Theory of changeEvaluation designEducation indicatorsCausal inferenceEquity analysisEvaluation reporting

Tools and standards

OECD DAC evaluation criteria, Theory of Change, Difference-in-Differences, Regression discontinuity design

How the course runs

Training methodology

The course uses short technical briefings followed by education-sector cases, guided design tasks, group critique and evidence interpretation. Participants work with policy scenarios involving learning recovery, teacher development, school grants and targeted access initiatives. Simulations cover evaluation commissioning, stakeholder challenge sessions and presentation of findings to a policy committee. Throughout the programme, participants apply each method to a selected policy or programme and receive structured peer and instructor feedback. Classroom and live-online delivery follow the same sequence and materials.

Requirements and prerequisites

Participants should have experience working with education policies, programmes, projects, monitoring systems or administrative data. They should be comfortable reading tables, percentages, charts and short research reports. Familiarity with logical frameworks, results frameworks or basic statistics is helpful but not essential. The course explains key causal inference concepts without assuming advanced econometrics. Participants do not need prior experience with randomised trials, statistical software, survey programming or formal academic research. Those bringing a current education initiative will gain the most immediate application value.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

Participants should understand basic education programme or policy concepts and be comfortable reading charts and tables. Prior experience with monitoring, research or statistics is useful but not required; the course introduces causal inference methods from first principles.

Bring a current or planned education policy, programme concept note, results framework or evaluation brief if available. Participants can use it as the basis for their evaluation planning package, although course cases are available for those without a live project.

It is designed for education policy managers, programme managers, monitoring and evaluation staff, planners, researchers and donor officers. It is most useful for people who must design, commission, oversee or use evaluation evidence.

This course focuses on education policy choices, learning outcomes, school-level implementation, equity and causal impact assessment. It goes further into comparison groups, experimental and quasi-experimental designs, education data and policy decision use.

Participants can use the templates to improve an existing evaluation plan, draft terms of reference or review a consultant's proposed methodology. The capstone plan provides a structured starting point for internal approval, procurement or donor discussion.

The programme runs from 08:30 to 16:30 each day, with about 6.5 contact hours. Early modules establish policy logic, questions, indicators and design choices; later modules deepen analysis, equity, economics, reporting and the capstone presentation.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.