How to be a Successful

Evaluation Consultant
Part II: Management and

Technical Issues


Enrolments are now open. 

  • Course price: US$475.- 

  • Dates: You can commence the course immediately after enrolment and study for as long as you need at your own pace. We will provide you support throughout your studies.

  • Format:  Self-paced with trainer support when required

  • Trainer: Dr Glenn O'Neil 

      Course Overview


This course centres on management and technical issues essential for becoming a successful evaluation consultant. Students will understand legal and financial planning issues, proposal writing and project/team management – all key aspects for becoming a successful evaluation consultant, delivered by a trainer who has effectively managed his consultancy since 15 years. Budgeting, cash flow management, setting a rate and some tax issues are covered in this part. Students will also learn to write proposals for winning business and to use tools to support efficient management of evaluations, teams, partners and clients. Through practical exercises, presentations and case studies, participants will learn and develop management and technical know-how essential for becoming a successful evaluation consultant.


This course is complementary to part 1 which focuses on more strategic and “soft” skills.

      Course Objectives


Upon completion of this course the student will be able to:


- Understand what are the crucial legal, tax and financial planning issues for an evaluation consultant;
- Learn how to write effective proposals for winning business;
- Learn about tools to support a more efficient management of evaluations;
- Develop skills for managing teams, partners and clients.

      Course Content


Module 1: Legal: The basics of setting up a consultancy
Module 2: Finance and Taxation: Setting rates, budgeting and cash flow planning
Module 3: Proposal writing: Tactics and approaches for winning business
Module 4: Project management: Tools and practices for managing evaluations
Module 5: Team management: Managing teams, partners and clients

      Course Methodology


This online self-paced course comprises of reading materials, video- lectures and practical exercises to ensure practicality of the knowledge acquired. Case studies throughout the course are used to ensure the hands-on approach and development of practical skills in how to be a successful evaluation consultant. Checklists, tips and templates are provided to the students to support them professionally as evaluation consultants.

      Target Audience


- Evaluation consultants, researchers and support staff
- People wishing to work as evaluation consultants and/or in the evaluation sector


Dr. Glenn O'Neil

Dr Glenn O’Neil is founder of evaluation consultancy, Owl RE. Since 10 years, Dr O’Neil has built up his boutique consultancy to carry out over 100 evaluations in over 50 countries for some 40 international organisations, NGOs, governments and foundations.


Glenn has a PhD in research and evaluation methodology from the London School of Economics and Political Science and an Executive Masters in Communications Management from the University of Lugano, Switzerland. Glenn is Swiss/Australian and speaks French and English.



Upon successful completion of the course, the student will receive a certificate with a unique ID number. The certificate can then be verified by an employer by email enquiry on TRAASS’s website.


Time required for completion solely depends on the student. However, we recommend allocating at least 4-5 hours for every module.


Knowledge of the basic concepts of evaluation is desirable before taking this course.





Reading and studying materials are provided. Students are encouraged to use the forum or chat to share knowledge and ideas. Also, students can contact the course coordinator via e-mail or post their questions on the forum. The course coordinator will reply to any queries within a reasonable time.

2010 - present

2010 - present