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10 strategies and tactics for Evaluation

What is Evaluation strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Finding the right Evaluation strategy can seem daunting, particularly when you're focused on your daily workload. For this reason, we've compiled a selection of examples to fuel your inspiration.

Transfer these examples to your app of choice, or opt for Tability to help keep you on track.

How to write your own Evaluation strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Evaluation strategy examples

You will find in the next section many different Evaluation tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for developing a Comprehensive Strategic Plan for Marketing and Communications

  • ⛳️ Strategy 1: Strengthen brand recognition and awareness

    • Conduct a brand audit to identify strengths and areas for improvement
    • Create a unified branding guideline to be distributed across all departments
    • Organise a series of brand-focused workshops for FNU staff
    • Develop a consistent messaging strategy highlighting FNU's dual roles
    • Engage professional designers to update FNU's visual identity
    • Leverage successful alumni stories in marketing materials and campaigns
    • Launch a digital campaign featuring student testimonials and experiences
    • Collaborate with influencers and media for broader reach
    • Use targeted social media ads to reach potential students
    • Monitor brand perception through regular surveys and social listening

  • ⛳️ Strategy 2: Enhance stakeholder engagement and partnerships

    • Map out key stakeholders and create a targeted engagement plan
    • Develop an alumni relations strategy that includes networking events
    • Launch a newsletter for staff, students, and alumni to foster connection
    • Establish partnerships with local and international businesses
    • Organise industry panels and talks at FNU to increase visibility
    • Promote collaborative research initiatives with partner institutions
    • Host bi-annual stakeholder forums to discuss university progress
    • Develop student ambassador programs to engage current and prospective students
    • Launch campaigns highlighting student achievements in local communities
    • Implement stakeholder feedback mechanisms to improve relationships

  • ⛳️ Strategy 3: Drive a digital transformation and innovation in marketing

    • Adopt advanced digital marketing tools and platforms
    • Create a dedicated content team for social media management
    • Introduce monthly podcasts focusing on trends and experiences at FNU
    • Enhance the FNU website with a user-friendly experience
    • Run SEO and content marketing campaigns to increase organic reach
    • Engage in targeted email marketing for different audience segments
    • Invest in analytics tools to assess digital campaign performance
    • Produce engaging video content showcasing the university's offerings
    • Use virtual reality for interactive virtual tours of campus facilities
    • Launch digital education initiatives to support online learning goals
brand-recognitiondigital-transformationmarketing-managercommunications-specialistpublic-relationsdigital-marketing
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Strategies and tactics for implementing formal HRM practices

  • ⛳️ Strategy 1: Initiate structured recruitment process

    • Audit current recruitment process to identify gaps
    • Develop detailed job descriptions and specifications
    • Create a structured interview format and evaluation criteria
    • Implement an applicant tracking system for efficiency
    • Provide recruitment training for hiring managers
    • Partner with local job boards and universities for outreach
    • Implement a referral programme to leverage existing employees' networks
    • Conduct regular recruitment process reviews to ensure effectiveness
    • Monitor the diversity of candidates to promote inclusion
    • Gather feedback from new hires about their recruitment experience

  • ⛳️ Strategy 2: Establish comprehensive performance evaluation system

    • Research and select a suitable performance evaluation framework
    • Train managers on effective evaluation techniques
    • Develop clear, measurable performance goals for each role
    • Implement a platform for continuous performance tracking
    • Schedule regular one-on-one feedback sessions
    • Introduce 360-degree feedback from peers and subordinates
    • Recognise and reward high performers regularly
    • Create individual development plans based on evaluation outcomes
    • Use performance data to inform promotions and pay increases
    • Regularly revise the evaluation system based on feedback

  • ⛳️ Strategy 3: Develop continuous training and development programmes

    • Conduct a training needs analysis for all employees
    • Create a yearly training calendar with various learning opportunities
    • Partner with industry experts for specialised training sessions
    • Implement e-learning platforms for flexible access to courses
    • Encourage cross-functional training to promote versatility
    • Schedule regular workshops on emerging industry trends
    • Offer leadership development programmes for potential future leaders
    • Evaluate training programme effectiveness through employee feedback
    • Allocate budget for external courses and certifications
    • Incorporate on-the-job training and mentorship schemes
recruitmentperformance-evaluationhr-managertraining-coordinatorrecruitmentemployee-development
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Strategies and tactics for creating a KPI table for the QA project

  • ⛳️ Strategy 1: Establish clear objectives and KPIs

    • Identify the key objectives of the QA project
    • Define the critical success factors for achieving these objectives
    • List the necessary KPIs relevant to each objective
    • Ensure each KPI is measurable and achievable
    • Set a target value or performance standard for each KPI
    • Align KPIs with the overall goals of the organisation
    • Consult with project stakeholders to validate the KPIs
    • Create a KPI glossary or definition table for reference
    • Decide how often each KPI will be updated and reported
    • Set up a system for tracking and analysing KPI data

  • ⛳️ Strategy 2: Implement a cycle-wise KPI monitoring system

    • Divide the project into multiple 15-day cycles
    • Determine the specific KPIs to be measured for each cycle
    • Assign responsibilities for collecting KPI data each cycle
    • Ensure the availability of tools and resources for data collection
    • Establish a timeline for reviewing and updating KPIs post-cycle
    • Develop a standardised report format for cycle performance
    • Analyse KPI performance at the end of each cycle
    • Identify any gaps or issues in cycle-wise performance
    • Implement corrective actions and strategies for underperformance
    • Communicate findings to relevant stakeholders for feedback

  • ⛳️ Strategy 3: Adopt a quarterly KPI evaluation approach

    • Group multiple cycles into a quarterly framework
    • Define long-term KPIs for the quarterly assessment
    • Collect and aggregate data from all cycles within the quarter
    • Evaluate trend patterns over the quarter for each KPI
    • Generate comprehensive quarterly performance reports
    • Compare quarterly performance against established targets
    • Discuss quarterly findings in team meetings for feedback
    • Modify KPI targets and strategies based on quarterly insights
    • Recognise areas of excellence and share best practices
    • Prepare a quarterly KPI review summary for management
kpisperformance-evaluationproject-managerdata-analystquality-assurance-teamdata-analysis-team
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Strategies and tactics for enhancing organisational culture through phased strategic interventions

  • ⛳️ Strategy 1: Conduct cultural assessment and visioning

    • Conduct a survey to assess current organisational culture
    • Organise focus groups to discuss cultural strengths and weaknesses
    • Analyse survey and focus group data to identify key cultural themes
    • Hold workshops with employees to co-create a shared cultural vision
    • Develop cultural vision statements and guiding principles
    • Gain executive buy-in for the cultural vision
    • Create a communication plan to share the cultural vision
    • Incorporate employee feedback into the final cultural vision
    • Design visual materials to promote the cultural vision
    • Launch the cultural vision through a company-wide event

  • ⛳️ Strategy 2: Enhance leadership development and frameworks

    • Identify critical leadership competencies related to the desired culture
    • Benchmark leadership development programmes within the industry
    • Develop customised training programmes for leadership competencies
    • Schedule leadership development workshops and training sessions
    • Engage expert facilitators to conduct leadership training
    • Implement a mentorship programme for aspiring leaders
    • Create assessment tools to evaluate leadership competency improvements
    • Encourage leaders to set personal development goals
    • Collect feedback from participants on leadership development programmes
    • Adjust and refine programmes based on feedback and identified needs

  • ⛳️ Strategy 3: Implement and evaluate cultural change initiatives

    • Launch initiatives to empower leaders as culture champions
    • Provide regular updates and progress reports on cultural initiatives
    • Set clear KPIs to measure the impact of cultural change initiatives
    • Conduct mid-phase evaluations to assess initiative effectiveness
    • Organise regular check-ins with leaders to support continuous improvement
    • Celebrate quick wins and cultural milestones achieved
    • Incorporate cultural change into performance management systems
    • Obtain feedback from employees on the effectiveness of cultural changes
    • Adjust and scale initiatives based on evaluation results
    • Create a final report summarising the outcomes and lessons learned
cultural-changeleadership-developmentexecutive-leadersaspiring-leadershr-teamleadership-development-team
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Strategies and tactics for establishing primary systems

  • ⛳️ Strategy 1: Evaluate current systems

    • Conduct a thorough audit of existing systems
    • Identify strengths and weaknesses of current systems
    • Consult with key stakeholders to gather input
    • Benchmark against industry standards
    • Evaluate system performance metrics
    • Assess the user-friendliness of each system
    • Document inefficiencies and bottlenecks
    • Prioritise areas for improvement
    • Compile a detailed report of findings
    • Present findings to the leadership team

  • ⛳️ Strategy 2: Implement new systems

    • Research systems that address identified needs
    • Select vendors and request proposals
    • Evaluate proposals based on cost, features, and support
    • Lead a cross-functional team to pilot new systems
    • Gather feedback from pilot users
    • Make necessary adjustments based on feedback
    • Develop an implementation timeline
    • Coordinate system training for staff
    • Launch systems incrementally to ensure stability
    • Monitor initial usage and resolve issues promptly

  • ⛳️ Strategy 3: Maintain and optimise systems

    • Set up regular system performance assessments
    • Establish a maintenance schedule
    • Create a user feedback mechanism
    • Conduct ongoing training sessions for staff
    • Monitor system metrics for potential improvements
    • Review and update system documentation regularly
    • Implement updates and patches promptly
    • Maintain relationships with system vendors
    • Evaluate the need for system upgrades periodically
    • Report system health to leadership quarterly
system-evaluationimplementationit-manageroperations-directortechnical-supporttraining-and-development
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Strategies and tactics for replacing privilege access management tools by fiscal year 2026

  • ⛳️ Strategy 1: Evaluate current PAM tools

    • Conduct an inventory of all current PAM tools and document their features
    • Survey the IT team for feedback on current tools’ strengths and weaknesses
    • Analyse the cost and licensing agreements of current PAM tools
    • Assess the compliance and security capabilities of current PAM tools
    • Identify any integrations each PAM tool has with other systems
    • Compile a list of pain points and areas for improvement in current tools
    • Determine the total operational costs associated with current PAM tools
    • Collect user feedback on usability and effectiveness of current PAM tools
    • Gather data on instances of security breaches and their association with current PAM tools
    • Report findings and benchmarking data to stakeholders

  • ⛳️ Strategy 2: Research and shortlist new PAM tool options

    • Compile a list of leading PAM tools in the market
    • Review online resources and industry reports on top PAM solutions
    • Engage with industry forums and communities to gather recommendations
    • Schedule demonstrations and product walk-throughs with leading PAM providers
    • Evaluate the features and specs of potential new PAM tools
    • Assess the integration capabilities with existing systems of shortlisted PAM tools
    • Analyse cost and licensing details of new PAM tools
    • Check compliance and security standards of new PAM tools
    • Solicit feedback from a sample group of users via trial implementations
    • Create a summary of findings to present to key decision-makers

  • ⛳️ Strategy 3: Implement and transition to new PAM tools

    • Develop a detailed implementation plan with timelines and milestones
    • Assign roles and responsibilities to the implementation team
    • Establish a communication plan to inform stakeholders and users about the changes
    • Schedule training sessions for IT and relevant staff on new PAM tools
    • Migrate data and settings from old to new PAM tools as per the transition plan
    • Conduct rigorous testing to ensure seamless integration and functionality
    • Address any issues and bugs identified during the testing phase
    • Roll out the new PAM tools in phases to minimize disruption
    • Establish a support system for end-users to report problems and seek help
    • Monitor the performance of new PAM tools and make necessary adjustments
privilege-access-managementevaluationit-teamstakeholdersimplementation-teamsupport-team
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Strategies and tactics for implementing advanced analytical capabilities in the IDF ground force

  • ⛳️ Strategy 1: Develop a data-driven organisational culture

    • Train personnel in data science, machine learning, and software engineering
    • Create specialised roles focused on data analytics and management
    • Promote an organisational culture of inquiry and innovation
    • Establish continuous learning programmes based on data analysis
    • Facilitate regular workshops and seminars on data utilisation and analysis
    • Incentivise innovation with rewards for data-driven improvements
    • Foster an environment that encourages collaboration within and outside the organisation
    • Develop a mentorship programme pairing data experts with less experienced personnel
    • Encourage cross-departmental collaborations for holistic data insight
    • Involve personnel at all levels in data strategy development and feedback sessions

  • ⛳️ Strategy 2: Build comprehensive and secure data infrastructure

    • Develop standardised processes for data collection, storage, and management
    • Invest in building a secure and flexible hybrid cloud infrastructure
    • Enhance cybersecurity measures across all data storage systems
    • Establish clear protocols for data validation and cleaning
    • Deploy advanced tools for data analytics and artificial intelligence
    • Consolidate data from all sources into an integrated system
    • Create intuitive dashboards and user interfaces for data interaction
    • Set standards for data quality and reliability
    • Develop and implement new data collection sensors as needed
    • Regularly review and upgrade technology to meet evolving needs

  • ⛳️ Strategy 3: Collaborate with external partners for innovative solutions

    • Establish partnerships with academia for research and development
    • Collaborate with industry experts to adopt best practices
    • Work with other IDF branches to share insights and resources
    • Engage intelligence agencies for enhanced threat prediction capabilities
    • Form joint task forces for specific analytical projects
    • Organise regular knowledge exchange sessions with partners
    • Participate in international forums and conferences on data analytics
    • Co-develop solutions with partners to address specific challenges
    • Invest in joint training programmes with academic institutions
    • Include external stakeholders in periodic strategy reviews and feedback
data-driven-culturesecurity-infrastructuredata-analystcybersecurity-specialistdata-science-teamit-infrastructure-team
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Strategies and tactics for building strategic partnering excellence

  • ⛳️ Strategy 1: Evaluate existing partnerships

    • Categorize all current partners based on their contributions and potential impact
    • Schedule meetings with key partners to understand their needs and challenges
    • Review the performance metrics of each partnership to identify gaps
    • Establish a partner satisfaction survey to gather feedback
    • Identify underperforming partnerships and analyse reasons
    • Create a SWOT analysis for each key partner
    • Rank partners based on strategic importance and ROI
    • Document insights and create detailed reports
    • Share evaluation findings with internal stakeholders
    • Develop a plan to address identified gaps and opportunities

  • ⛳️ Strategy 2: Optimise communication and collaboration

    • Establish a dedicated partnership management team
    • Develop a communication plan for regular updates with partners
    • Implement a joint planning process for initiatives
    • Use collaborative tools for better information sharing
    • Create a portal for partners to access resources and support
    • Host quarterly partner forums and workshops
    • Set up regular joint performance review meetings
    • Encourage partners to participate in joint marketing efforts
    • Provide clear, consistent points of contact for partners
    • Document and share best practices in partner collaboration

  • ⛳️ Strategy 3: Enhance value proposition for partners

    • Identify mutual goals and ensure alignment
    • Co-create value-added solutions or services with partners
    • Offer training and development opportunities for partners
    • Increase visibility for high-performing partners through recognition programs
    • Establish a loyalty or rewards programme to incentivise partners
    • Conduct joint market research to uncover new opportunities
    • Offer shared marketing resources and initiatives
    • Develop joint customer case studies and success stories
    • Create financial incentives tied to performance metrics
    • Set clear, achievable goals and regularly review progress with partners
partnershipsevaluationpartnership-managercommunication-leadpartnership-management-teammarketing-team
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Strategies and tactics for enhancing MEA's Innovation Capabilities

  • ⛳️ Strategy 1: Develop a Data Analysis Framework

    • Hire a data analysis expert to lead the project
    • Purchase or develop a robust data analysis software
    • Train existing personnel on data analysis techniques
    • Collect and analyse current customer data
    • Identify key trends and future customer needs based on data
    • Integrate data analysis into the decision-making process
    • Set KPIs for data analysis effectiveness
    • Collaborate with tech firms to enhance data capabilities
    • Utilise data to develop targeted innovations
    • Regularly review and update the data analysis process

  • ⛳️ Strategy 2: Enhance Innovation Management and Financial Targeting

    • Revise financial success targets to be more challenging
    • Benchmark against industry standards for innovation success
    • Create internal competitions for innovative ideas with financial rewards
    • Track and measure innovation performance regularly
    • Utilise ISO 56002 as a guideline for innovation management
    • Implement a feedback system from customers to improve innovations
    • Collaborate with financial experts to set realistic yet challenging targets
    • Encourage executives to participate in innovation development
    • Celebrate and publicise successful innovations internally and externally
    • Regularly assess and update financial targets based on performance and market trends

  • ⛳️ Strategy 3: Restructure to Support Innovation

    • Conduct a thorough review of the current organisational structure
    • Identify key areas that hinder innovation
    • Develop a proposal for a new structure that supports innovation from upstream to downstream
    • Gain executive approval for the new structure
    • Implement the new structure in phases to ensure smooth transition
    • Hire or reassign personnel to fit the new structure
    • Create cross-functional teams to foster collaboration
    • Establish a dedicated innovation department
    • Set clear roles, responsibilities, and objectives for each unit
    • Regularly review and adjust the structure based on feedback and performance
innovationdata-analysisdata-analysis-expertfinancial-expertcross-functional-teamsdedicated-innovation-department
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Strategies and tactics for developing a communications strategy for the UK Government's new priorities

  • ⛳️ Strategy 1: Understand government priorities

    • Review official government publications on new priorities
    • Attend meetings and briefings to gather firsthand information
    • Consult with key government officials and departments for detailed insights
    • Analyse public opinion and media sentiment regarding current government policies
    • Identify the key messages that align with government priorities
    • Understand the target audience for the government's communications
    • Evaluate the political climate and potential challenges
    • Assess the impact of previous communications efforts
    • Develop a SWOT analysis based on gathered information
    • Summarise findings in a comprehensive report

  • ⛳️ Strategy 2: Craft targeted communication messages

    • Define specific communication objectives based on government priorities
    • Create a core message that reflects the new priorities and resonates with the audience
    • Develop key supporting messages that address different aspects of the core message
    • Tailor messages for different audience segments (e.g., public, stakeholders, media)
    • Prepare messaging guidelines for consistency across all communications
    • Draft press releases, speeches, and social media posts aligned with new priorities
    • Seek feedback from government officials and key stakeholders on draft messages
    • Revise messages based on received feedback
    • Train spokespersons and representatives to deliver the new messages effectively
    • Compile finalised messages into a communications toolkit for easy reference

  • ⛳️ Strategy 3: Implement and evaluate the communications plan

    • Develop a detailed implementation plan with timelines and responsibilities
    • Launch a communications campaign through multiple channels (TV, radio, social media)
    • Engage with the media to ensure positive coverage of government priorities
    • Utilise social media analytics to measure audience engagement
    • Conduct surveys and focus group discussions to gather public feedback
    • Monitor real-time responses and adjust strategies as needed
    • Create an internal feedback loop to gather information from government departments
    • Evaluate the effectiveness of each communication channel
    • Compile an evaluation report with insights and lessons learned
    • Adjust the strategy based on evaluation results for continuous improvement
communication-strategyuk-governmentcommunications-managergovernment-officialmedia-relationspublic-affairs
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How to track your Evaluation strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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