Outcome description and substantiation card

Use 1 card per outcome. Focus on whose behavior changed, and record affected people's or third parties' statements and documents as evidence.

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EvalCompass Worksheet

Outcome description and substantiation card

Use 1 card per outcome. Focus on whose behavior changed, and record affected people's or third parties' statements and documents as evidence.

Basic information

Outcome card identification

Completed example for this section (fictional)

This fictional example is for explanation. Adapt it to your own program. Your entries will not change.

Program name
Improve consultation coordination (fictional)
Outcome ID: sequential number
OH-01
Reporting period
April–September 2026
Completed by and date
Evaluator A / September 13, 2026

Reason for this entry: Assign an ID identifying the description.

Writing tips and explanation for this section

About this section

Outcome card identification

Assign an ID identifying the description.

View the method explanation

Writing tips

Follow each field’s heading to record the program name, focus, period, and other details. Leave undecided matters clearly marked as unresolved.

Read the full fictional example

Outcome description

Describe which social actor changed behavior, how, when and where. Do not record outputs such as satisfaction or participant counts.

Completed example for this section (fictional)

This fictional example is for explanation. Adapt it to your own program. Your entries will not change.

Scroll horizontally to view the table

Social actor: individual, organization or groupSpecific behavior changeTime and place of changeOverview of the process leading to change
Partner consultation desk BIntroduced advance contact with referral destinations after obtaining the person's consentAugust 2026, desk BB revised internal procedures after a study session examining interrupted referrals.

Reason for this entry: Describe behavior of actors outside the program as outcomes.

Scroll horizontally to view the table

Social actor: individual, organization or groupSpecific behavior changeTime and place of changeOverview of the process leading to change
Writing tips and explanation for this section

About this section

Describe which social actor changed behavior, how, when and where. Do not record outputs such as satisfaction or participant counts.

Describe behavior of actors outside the program as outcomes.

View the method explanation

Writing tips

Keep the information in each row aligned. Scroll wide tables horizontally to see every column.

Read the full fictional example

Substantiation

Record evidence of the change and program contribution. Include substantiators independent of the intervention who know about both, and record independence, verification coverage and disagreements in the evidence field.

Completed example for this section (fictional)

This fictional example is for explanation. Adapt it to your own program. Your entries will not change.

Scroll horizontally to view the table

Evidence type: statement, document, observation, etc.Evidence content or quotationSource: name / role / date
Revised documentAugust referral procedures added advance contact, a summary of a fictional document.Desk B's public procedures, August
Verification by an independent informantReferral destination C confirmed advance contact started and explained that an earlier institutional review also contributed.Manager at destination C, not a program participant, September

Reason for this entry: Retain disagreements and other factors rather than relying only on stakeholders' self-reports.

Scroll horizontally to view the table

Evidence type: statement, document, observation, etc.Evidence content or quotationSource: name / role / date
Writing tips and explanation for this section

About this section

Record evidence of the change and program contribution. Include substantiators independent of the intervention who know about both, and record independence, verification coverage and disagreements in the evidence field.

Retain disagreements and other factors rather than relying only on stakeholders' self-reports.

View the method explanation

Writing tips

Keep the information in each row aligned. Scroll wide tables horizontally to see every column.

Read the full fictional example

Program contribution

Describe how the program was involved in this change. Express it as contribution rather than attribution.

Completed example for this section (fictional)

This fictional example is for explanation. Adapt it to your own program. Your entries will not change.

The study session provided an opportunity to clarify interrupted referral problems. B's internal review and C's cooperation in accepting referrals also influenced procedural changes, so do not attribute them solely to this program.

Reason for this entry: Limit contribution claims to what evidence supports.

Writing tips and explanation for this section

About this section

Describe how the program was involved in this change. Express it as contribution rather than attribution.

Limit contribution claims to what evidence supports.

View the method explanation

Writing tips

Use the example as a reference and record what you have established about your own program. Distinguish assumptions and unchecked matters from confirmed facts.

Read the full fictional example

Quality check

Completed example for this section (fictional)

This fictional example is for explanation. Adapt it to your own program. Your entries will not change.

  • ☑ Checked: Whose behavior changed is explicit
  • ☑ Checked: Did not mislabel outputs as outcomes
  • ☑ Checked: Included independent, knowledgeable substantiators and recorded independence, verification coverage and disagreements
  • ☑ Checked: Contribution is described as contribution, not sole cause

Reason for this entry: A fictional completed analysis including independent verification.

Writing tips and explanation for this section

About this section

A fictional completed analysis including independent verification.

View the method explanation

Writing tips

Read each item and check those you have confirmed. Do not use the fictional example’s checkbox states as findings about your own program.

Read the full fictional example

Before writing, check when to use the worksheet and what completion involves

Outcome description and substantiation card is a worksheet for applying Outcome Harvesting in meetings or individual work. For the overall duration of the method, use “Illustrative estimate, adjusted to scale and staffing: 2–6 months for design, collection, substantiation and analysis, depending on scale” as a reference, adjusting for scale and resources. Fill in what you know provisionally and leave unresolved matters as questions to check next.

When this worksheet is useful

  • Evaluating interventions with unpredictable outcomes, such as advocacy, policy change or network building
  • When identifying whose activities contributed to which changes in complex multi-partner programs
  • When retrospectively organizing what actually changed after a program ended

Participants and preparation

1–2 evaluators or facilitators, program staff providing information and descriptions, external substantiators interviewed, and stakeholders in interpretation sessions

Bring the materials used for decisions, existing data, and differing stakeholder views to help complete the worksheet.

Suggested order

  1. 1. Basic informationOutcome card identification
  2. 2. Outcome descriptionDescribe which social actor changed behavior, how, when and where. Do not record outputs such as satisfaction or participant counts.
  3. 3. SubstantiationRecord evidence of the change and program contribution. Include substantiators independent of the intervention who know about both, and record independence, verification coverage and disagreements in the evidence field.
  4. 4. Program contributionDescribe how the program was involved in this change. Express it as contribution rather than attribution.
  5. 5. Quality check

Signs the worksheet is ready for review

  • Outcome register: descriptions, substantiation and contribution
  • Pattern analysis report
  • Change map, an optional visualization

Cautions for review

  • Omitting substantiation and treating collection and description as completion produces merely a self-reported list.
  • Confusing outcomes with outputs. Conducting training or submitting a report is not an outcome.
  • Overclaiming contribution as attribution damages credibility. Consistently use appropriate wording such as “The program was one factor contributing to the change.”
Read a completed fictional example (your entries will not change)
Fictional example; not actual results

A fictional illustrative example verifying a report that referral procedures changed after a support organization's study session.

Basic information

Program name
Improve consultation coordination (fictional)
Outcome ID: sequential number
OH-01
Reporting period
April–September 2026
Completed by and date
Evaluator A / September 13, 2026

Reason for this entry: Assign an ID identifying the description.

Outcome description

Scroll horizontally to view the table

Social actor: individual, organization or groupSpecific behavior changeTime and place of changeOverview of the process leading to change
Partner consultation desk BIntroduced advance contact with referral destinations after obtaining the person's consentAugust 2026, desk BB revised internal procedures after a study session examining interrupted referrals.

Reason for this entry: Describe behavior of actors outside the program as outcomes.

Substantiation

Scroll horizontally to view the table

Evidence type: statement, document, observation, etc.Evidence content or quotationSource: name / role / date
Revised documentAugust referral procedures added advance contact, a summary of a fictional document.Desk B's public procedures, August
Verification by an independent informantReferral destination C confirmed advance contact started and explained that an earlier institutional review also contributed.Manager at destination C, not a program participant, September

Reason for this entry: Retain disagreements and other factors rather than relying only on stakeholders' self-reports.

Program contribution

The study session provided an opportunity to clarify interrupted referral problems. B's internal review and C's cooperation in accepting referrals also influenced procedural changes, so do not attribute them solely to this program.

Reason for this entry: Limit contribution claims to what evidence supports.

Quality check

  • ☑ Checked: Whose behavior changed is explicit
  • ☑ Checked: Did not mislabel outputs as outcomes
  • ☑ Checked: Included independent, knowledgeable substantiators and recorded independence, verification coverage and disagreements
  • ☑ Checked: Contribution is described as contribution, not sole cause

Reason for this entry: A fictional completed analysis including independent verification.

Common errors in judgment

Treating creation of training materials as an outcome

How to revise: Record how recipients' behavior changed.

Reason: Distinguish outputs from social change.

Treating program staff approval as completed substantiation

How to revise: Also check with independent sources knowledgeable about the change.

Reason: A process addressing self-report bias is necessary.

Editorial and checking information

Content updated: Source checked: (includes AI cross-checking)No documented human reviewIncludes fictional examplesEditorial policy and scope of checkingCite this pageReport a correction

References and checked sections

  1. Outcome harvesting
    Ricardo Wilson-Grau et al. / BetterEvaluation
    Section consulted
    Steps in the process; 4. Substantiate; Principles
    How it relates to the text
    During substantiation, check with people independent of the intervention who know about the change and contribution.
    Source checked: (includes AI cross-checking)

How to cite this page

EvalCompass Editorial Team. “Outcome description and substantiation card”. EvalCompass, updated 2026-10-07. https://evalcompass.jun-nakatani.com/en/worksheets/outcome-harvesting/
Add the date you accessed the page. Text created by this site is available under CC BY 4.0. Quotations, external materials, and bundled fonts have their own terms of use. When reusing content, credit the source, link to the license, and indicate any changes.

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Change history
  • — Updated explanations to correspond with sources, and added method-specific fictional worksheet examples, judgment examples and revision history.
  • — Made minimal corrections to assertions, fixed conditions or inconsistencies between worksheets and examples based on content check FW-03. Preserved field counts, order, labels and section structure. Did not change verification status of unchecked material.