Financial Capability Evaluation Toolkit

Welcome to the Financial Capability Evaluation Toolkit

This Toolkit contains guidance and practical tools (including a set of Outcomes Frameworks) that you can use to plan and carry out your evaluation – and remember, we are here to offer advice and support. You can contact us at

Good quality evaluation helps you to understand how your project or programme works, and helps you to measure its impact. This means that you can learn from your successes and failures, deliver the best service for your users and demonstrate the value of what you do.

This Toolkit focuses specifically on measuring changes in people's financial capability, and understanding how your activity has led to those changes.

If you've not used the Toolkit before, you should first read the Getting Started page which explains how the toolkit is structured and the steps we recommend you take to plan and conduct your evaluation.