Social network analysis design and implementation worksheet

Define network boundaries, who is a node, and tie types, which edges are measured, first. These underlie the entire analysis.

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EvalCompass Worksheet

Social network analysis design and implementation worksheet

Define network boundaries, who is a node, and tie types, which edges are measured, first. These underlie the entire analysis.

Basic information

Define the analytical framework.

Completed example for this section (fictional)

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

Program and evaluation issue
Community consultation coordination
Nodes, such as city parenting support organizations
4 organizations A, B, C and D (fictional)
Edge types: information sharing / joint programs / funding
Referral relationship confirmed by both parties during the period
Network boundaries and rationale
Organizations attending the same consultation coordination meeting
Analyst and implementation period
Staff member A / April–June 2026 (fictional)

Reason for this entry: Do not claim coverage of all local organizations.

Writing tips and explanation for this section

About this section

Define the analytical framework.

Do not claim coverage of all local organizations.

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

Relationship data collection design

Design survey and collection details.

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

Collection method: survey / documents / observationTarget node countTarget response rate (%)Tie direction: directed / undirectedTie strength measurement: presence / absence or scale
Referral records and organizational confirmation4Target 100%; record non-response separately.Undirected: both parties confirm referral in either directionPresence within the period

Reason for this entry: Specify how directed referrals become undirected ties.

Scroll horizontally to view the table

Collection method: survey / documents / observationTarget node countTarget response rate (%)Tie direction: directed / undirectedTie strength measurement: presence / absence or scale
Writing tips and explanation for this section

About this section

Design survey and collection details.

Specify how directed referrals become undirected ties.

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

Network indicator plan

Link planned indicators to evaluation questions.

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

Indicator: density / centrality, etc.Link to evaluation questionTarget or comparison standardCalculation tool
DensityBreadth of connections within scopeFictional value 0.5; no universal targetCalculate from the verified adjacency matrix.

Reason for this entry: Do not automatically translate indicator values into quality judgments.

Scroll horizontally to view the table

Indicator: density / centrality, etc.Link to evaluation questionTarget or comparison standardCalculation tool
Writing tips and explanation for this section

About this section

Link planned indicators to evaluation questions.

Do not automatically translate indicator values into quality judgments.

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

Visualization plan

Design the network diagram.

Completed example for this section (fictional)

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

Use organizational pseudonyms and only referral edges. Normally publish aggregates; agree scope with stakeholders for potentially identifying diagrams.

Reason for this entry: Structure can identify organizations even under pseudonyms.

Writing tips and explanation for this section

About this section

Design the network diagram.

Structure can identify organizations even under pseudonyms.

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

Completion 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: Documented nodes and boundaries
  • ☑ Checked: Specified edge types and direction
  • ☑ Checked: Reported response rate and missing-node impacts
  • ☑ Checked: Added interpretation to diagrams
  • ☐ Not checked: Interpreted indicator changes against questions
  • ☐ Not checked: Identified isolates and implications for intervention

Reason for this entry: A single-time illustration without change analysis. Absence of isolates here does not prove absence of isolation across the community.

Writing tips and explanation for this section

About this section

A single-time illustration without change analysis. Absence of isolates here does not prove absence of isolation across the community.

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

Social network analysis design and implementation worksheet is a worksheet for applying Social Network Analysis in meetings or individual work. For the overall duration of the method, use “Planning example, not a universal standard duration: 2 weeks–2 months for survey design, collection, analysis and visualization” 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

  • When visualizing and measuring stakeholder connections in programs strengthening collaboration
  • When identifying overall structure and key connectors in collective impact or multi-agency programs
  • When information, resources or support concentrate in certain organizations and bottlenecks need identifying

Participants and preparation

Data collectors, analysts and participants. Check boundaries, tie definitions, sharing scope and consent; report effects of remaining missingness.

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

Suggested order

  1. 1. Basic informationDefine the analytical framework.
  2. 2. Relationship data collection designDesign survey and collection details.
  3. 3. Network indicator planLink planned indicators to evaluation questions.
  4. 4. Visualization planDesign the network diagram.
  5. 5. Completion check

Signs the worksheet is ready for review

  • Network diagram of centrality and edge weights
  • Network indicators: density, average distance and node centrality
  • Pre/post report interpreting intervention-related structural changes

Cautions for review

  • Producing diagrams without interpretation. Attractive visualization is a starting point, not the final output. Always explain how density or centrality changes relate to questions.
  • Do not code non-respondents' ties as absent. Check concentrated missingness, boundaries and collection coverage. Do not judge whole-network credibility solely by a universal response threshold.
  • Assuming denser is better. Closed clusters can trap information; weak ties may matter for external information exchange.
Read a completed fictional example (your entries will not change)
Fictional example; not actual results

A fictional illustrative network of 4 organizations, with 1 undirected edge for a mutually confirmed referral relationship during the period.

Basic information

Program and evaluation issue
Community consultation coordination
Nodes, such as city parenting support organizations
4 organizations A, B, C and D (fictional)
Edge types: information sharing / joint programs / funding
Referral relationship confirmed by both parties during the period
Network boundaries and rationale
Organizations attending the same consultation coordination meeting
Analyst and implementation period
Staff member A / April–June 2026 (fictional)

Reason for this entry: Do not claim coverage of all local organizations.

Relationship data collection design

Scroll horizontally to view the table

Collection method: survey / documents / observationTarget node countTarget response rate (%)Tie direction: directed / undirectedTie strength measurement: presence / absence or scale
Referral records and organizational confirmation4Target 100%; record non-response separately.Undirected: both parties confirm referral in either directionPresence within the period

Reason for this entry: Specify how directed referrals become undirected ties.

Network indicator plan

Scroll horizontally to view the table

Indicator: density / centrality, etc.Link to evaluation questionTarget or comparison standardCalculation tool
DensityBreadth of connections within scopeFictional value 0.5; no universal targetCalculate from the verified adjacency matrix.

Reason for this entry: Do not automatically translate indicator values into quality judgments.

Visualization plan

Use organizational pseudonyms and only referral edges. Normally publish aggregates; agree scope with stakeholders for potentially identifying diagrams.

Reason for this entry: Structure can identify organizations even under pseudonyms.

Completion check

  • ☑ Checked: Documented nodes and boundaries
  • ☑ Checked: Specified edge types and direction
  • ☑ Checked: Reported response rate and missing-node impacts
  • ☑ Checked: Added interpretation to diagrams
  • ☐ Not checked: Interpreted indicator changes against questions
  • ☐ Not checked: Identified isolates and implications for intervention

Reason for this entry: A single-time illustration without change analysis. Absence of isolates here does not prove absence of isolation across the community.

Common errors in judgment

Judging non-responding organizations isolated

How to revise: Distinguish unobserved ties from absent ties.

Reason: Missingness may simply hide edges.

Combining referral, funding and information ties

How to revise: Record relationship types separately.

Reason: Combining different functions into one density prevents interpretation.

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. Social Network Analysis
    Olivier Serrat/Asian Development Bank · 2009
    Section consulted
    Social Network Analysis
    How it relates to the text
    Tie definitions and analytical boundaries determine indicator meanings because the method measures relationship structures.
    Source checked: (includes AI cross-checking)

How to cite this page

EvalCompass Editorial Team. “Social network analysis design and implementation worksheet”. EvalCompass, updated 2026-09-13. https://evalcompass.jun-nakatani.com/en/worksheets/social-network-analysis/
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
  • — Checked sources for definitions and applicability conditions, and added fictional examples, reasons for judgments and examples for every worksheet field. Revised unverified claims about history and adoption. Also reviewed existing procedures and cautions, and adjusted fixed participant counts and thresholds and generalizations about institutions.