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Implementation Monitoring and Process Evaluation

Implementation Monitoring and Process Evaluation

April 2015 | 344 pages | SAGE Publications, Inc
This practical guide helps readers understand and use the steps that program planners and evaluators take in implementing and monitoring a new program, policy, or practice in an organizational setting. The book covers the entire process, from planning, to carrying out the plan, and summarizing, reporting, and using the results. A wide range of real-world examples in the book are drawn from health, education, non-profit organizations, and public administration, and an extended case study, Your Turn boxes, and worksheet templates help readers apply concepts to their own projects. Ideal for practitioners, researchers, and students, this book can be used as a primary text for a process evaluation or an implementation monitoring course or as a supplemental text in a broader program evaluation course.

Introduction, Overview, and Perspectives
Phase I. Basic Program Planning
Step 1. Conduct Preimplementation Planning
Phase II. Implementation Planning
Step 2. Describe the Program, Policy, or Practice, Organizational Setting, and Broader Context
Step 3. Determine Strategies for Facilitating Adoption of the Program, Policy, or Practice at the Organizational Level
Step 4. Establish Complete and Acceptable Delivery/ Installation of the Program, Policy, or Practice
Step 5. Develop Strategies for Facilitating Program, Policy, or Practice Implementation and Sustainability
Step 6. Develop or Update the Action Model, Action Plan, and Logic Model to Integrate Planning
Phase III. Implementation Monitoring Planning
Step 7. Develop Initial Implementation Monitoring Questions
Step 8. Choose Implementation Monitoring Methods and Compile the Comprehensive Implementation Monitoring Plan
Phase IV. Implementation
Step 9. Implement the Program, Policy, or Practice and Use Implementation Data for Formative Purposes
Step 10. Collect and Manage Implementation Data
Phase V. A nalysis/Synthesis, Reporting, and Use
Step 11. Analyze and Synthesize Implementation Monitoring Data
Step 12. Report and Use Implementation Data
Future Directions


Student Resource Site
Use the Student Study Site to get the most out of your course!

Our Student Study Site at is completely open-access and features worksheets and tables from the book for you to download and use in the field.

Across the whole text it is clear that the author has been there. The manuscript is filled with concrete and grounded tips for being successful at doing this ‘messy’ work.

Gene Hall, University of Nevada, Las Vegas

Many students are keen to test interventions across a range of topic areas and in a range of settings. A better understanding of the intricacies of intervention development, delivery and evaluation is an important part of many student's development. In particular, a better understanding of the benefits of a good process evaluation in addition to the more obvious outcome measures is something that is important. This book offers a theoretical foundation for process evaluation but its strength is in the illustrations that it offers from real world evaluations. In particular, the use of physical activity illustrations is of great benefit to many students that I work with.

Mr Ben Jane
Faculty of Sport, Media and Management, University of St Mark & St John
December 10, 2015
Key features


  • This is the first text specifically aimed at developing the students’ program evaluation skills in implementation monitoring.
  • A wide range of real world examples are drawn from health, education, non-profit organizations, and public administration.
  • An ongoing case study demonstrates concepts in action.
  • Your Turn boxes in every chapter stimulate critical thinking and discussion about the issues presented.
  • Worksheet templates in the book and on a companion website enable readers to apply concepts to their own projects.
  • Learning aids include chapter learning objectives, boldfaced terms defined in a glossary at the end of the book, resource boxes that provide access to additional resources for the reader, and chapter-ending key point summaries. 

Sample Materials & Chapters

Detailed Table of Contents

Step 8

Sage College Publishing

You can purchase this book and request an instructor sample on our US College site:

Go To College Site

This title is also available on SAGE Research Methods, the ultimate digital methods library. If your library doesn’t have access, ask your librarian to start a trial.