Evaluation

Notes

🩺 Introduction to the Evaluation Phase of the Nursing Process

The Evaluation phase is the final—but far from least important—step in the nursing process. Think of it as the moment where the nurse “steps back” and critically reflects: Did the care we provided actually work? This phase ensures that all the hard work done during assessment, diagnosis, planning, and implementation is not just performed, but performed effectively—and with the patient’s best outcome in mind.

In simple terms, evaluation is the nurse’s quality control checkpoint. It helps identify which goals have been met, which ones need more time or adjustment, and which interventions may need to be changed or replaced altogether. This step empowers nurses to make evidence-based decisions, prevent complications, and provide safer, more effective care.

🧠 Why it matters: A nursing care plan is only as good as the results it produces. Evaluation lets nurses close the loop by comparing the patient’s actual outcomes with the expected outcomes set earlier. Without this step, the care plan becomes just a checklist—not a living, patient-centered strategy.

💡 Real-life example: Imagine you’ve been caring for a patient recovering from pneumonia. One of your goals was for the patient to maintain an oxygen saturation above 95% within 48 hours. After two days, you reassess—and the reading is 94%. It’s not quite the goal, so what now? That’s where evaluation kicks in—you analyze what worked, what didn’t, and what adjustments are needed.

🔍 What You’ll Learn in This Topic:

In the upcoming sections, we’ll explore how nurses:

  • Compare actual outcomes with expected goals
  • Judge the effectiveness of interventions
  • Decide to continue, modify, or terminate the plan of care
  • Document findings and communicate follow-ups
  • Collaborate with the healthcare team to ensure the best outcomes


🎯 Purpose of the Evaluation Stage

The evaluation stage of the nursing process is like the final scene of a movie—where everything comes together, and the outcome is revealed. In nursing, this is where you determine whether your nursing interventions actually helped your patient meet the goals you planned.

🩺 Why Do We Evaluate?

The main purposes of the evaluation stage are to:

  1. Measure goal achievement: Did the patient meet the expected outcomes you set during the planning stage?
  2. Assess intervention effectiveness: Were your nursing actions appropriate, timely, and helpful?
  3. Decide what’s next: Should the care plan continue, be adjusted, or completely changed based on the patient’s progress?
  4. Promote accountability: Evaluation helps ensure nurses provide evidence-based, results-driven care.
  5. Improve patient outcomes: When nurses evaluate effectively, they’re more likely to detect issues early and prevent complications.

🧠 Relatable Example

Let’s say you had a goal for your post-operative patient: “Patient will report pain level of 3/10 or lower within 24 hours.”

After 24 hours, you assess their pain, and the patient reports 4/10.

❓Now what?
You evaluate: Did the pain meds help? Did the patient understand how and when to use them? Are they anxious or hesitant to report pain? This reflection guides your next move—adjusting the care plan, offering education, or consulting the provider.

🔄 Evaluation Isn’t Just an End—It’s a Feedback Loop

Think of evaluation as “continuous quality improvement.” It doesn’t just stop care—it shapes better care. If a goal was met, great—maybe now you set a new goal (e.g., preparing for discharge). If a goal was not met, it’s time to investigate why.

🧠 Memory Trick – Think “G.A.P.E.”

Use G.A.P.E. to remember the purposes of evaluation:

  • Goal Achievement check
  • Assess interventions
  • Plan continuation/modification
  • Enhance care quality

👉 “Nurses GAPE at the results to improve care!”

✏️ Student Mini Worksheet

Instructions: Match the following purposes with the correct descriptions.

A. Check if goals are met
B. Determine next nursing actions
C. Reflect on effectiveness of nursing care
D. Promote safe, evidence-based care

  1. ___ Evaluate how well interventions reduced a fever
  2. ___ See if patient walked 50 meters unassisted
  3. ___ Decide to continue or revise care plan
  4. ___ Ensure practice aligns with professional standards

Show Answer Key
  1. C
  2. A
  3. B
  4. D


📏 Establishing Evaluation Criteria and Standards

Before a nurse can evaluate anything, they need to know what exactly they’re evaluating against. This is where criteria and standards come in.

  • Criteria are the measurable patient responses or behaviors you’re looking for.
  • Standards are the acceptable levels of performance or expectations, often drawn from nursing guidelines, protocols, or evidence-based practice.

Together, they act like a grading rubric for patient care—letting you assess whether the goals have been met, how well they were met, and whether the plan needs to be continued or modified.

🧠 Example to Bring It to Life

Suppose your goal was:
“Patient will maintain blood glucose levels between 80–130 mg/dL within 48 hours.”

  • Your criterion is: blood glucose levels measured via glucometer
  • Your standard is: the range of 80–130 mg/dL, based on ADA guidelines

Now, when you check the patient’s glucose and find it’s consistently 140 mg/dL—you know the goal wasn’t met, and that guides your next steps.

🔍 Key Concepts:

Term What It Means Example
Criterion A specific, measurable behavior or physiological finding “Pain score below 3”
Standard A benchmark or reference used to judge performance “Vital signs within normal range per facility policy”

In simple terms: Criteria are what you look for; Standards are what you compare it to.

🧠 Memory Trick – “C.R.I.T.”

To remember how to set evaluation criteria, think C.R.I.T.

  • Clear
  • Realistic
  • Individualized
  • Time-bound

👩‍⚕️ “Good criteria pass the CRIT test!”

📋 Clinical Practice Tip:

Use SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound) as your built-in criteria and standards. If your goals are SMART, your evaluation becomes naturally aligned.

✏️ Student Mini Worksheet

Directions: Identify whether each statement is a criterion, a standard, or both.

  1. “Patient’s blood pressure is 118/76 mmHg.” → ______
  2. “Maintain systolic BP < 130 per hospital protocol.” → ______
  3. “Patient ambulated 50 feet without assistance.” → ______
  4. “Pain goal: 2/10 or less within 1 hour after meds.” → ______

Show Answer Key
  1. Criterion
  2. Standard
  3. Criterion
  4. Both


📊 Collecting and Interpreting Patient Outcome Data

Once you’ve set clear criteria and standards, the next step is to gather the actual patient data that tells you how close (or far) the patient is to achieving the expected outcomes.

But collecting is only half the job. You must also interpret what that data means in the context of the patient’s progress and plan of care.

🔍 Step-by-Step Breakdown

1. Collect Data Systematically

Data collection should focus on the goals and outcomes set in the plan. You gather:

  • Objective data: Vital signs, lab values, wound measurements, intake/output
  • Subjective data: Patient statements like “I feel better” or “I’m still dizzy”

🧠 Example: If the goal is “Maintain temperature below 37.5°C,” then measuring the current temperature is key.

2. Use Multiple Sources

  • Patient (verbal reports)
  • Nurse observations
  • Electronic Health Records (EHR)
  • Diagnostic results
  • Input from interdisciplinary team (e.g., PT, dietitian)

3. Compare with Expected Outcomes

Ask:
✔️ Is the goal fully met?
Partially met?
❌ Or not met at all?

4. Interpret the Meaning

  • What factors helped or hindered the outcome?
  • Are new problems arising?
  • Does the plan need to be changed or continued?

🧠 Real-Life Example

Goal: “Patient will report pain ≤ 3/10 within 1 hour after analgesic.”

  • Collected data: Pain now is 6/10 one hour after giving morphine.
  • Interpretation: Pain goal not met. You may need to reassess pain source, medication efficacy, or timing.

🧠 Memory Trick – Use D.A.T.A.

To remember how to work with patient outcome data, think:

  • Define expected outcomes
  • Assess current status
  • Take accurate measurements
  • Analyze results

📌 “When nurses handle DATA, they deliver quality care.”

💡 Pro Tip:

Always match the type of data to the type of goal:

  • Pain relief? → Ask the patient directly.
  • Infection control? → Look at WBC count and temperature trends.
  • Mobility? → Observe ambulation and balance.

✏️ Student Mini Worksheet

Directions: Read each patient scenario and decide if the outcome data suggests the goal is met, partially met, or not met.

  1. Goal: “Patient will void at least 30 mL/hr.”
    • Output: 35 mL/hr → _______
  2. Goal: “BP will remain below 140/90.”
    • BP: 142/92 → _______
  3. Goal: “Incision site will remain free of redness and swelling.”
    • Finding: Slight redness, no swelling → _______
  4. Goal: “Patient will report no nausea.”
    • Report: “Still feels slightly queasy” → _______
Show Answer Key
  1. Met
  2. Not Met
  3. Partially Met
  4. Partially Met


🎯 Determining Goal Achievement: Met, Partially Met, Unmet

Once patient outcome data is collected and interpreted, the nurse makes a clinical judgment:
Did the patient achieve the goal?
The outcome is categorized into three possible levels:

1. Goal Met

The patient has fully achieved the desired outcome within the time frame.

🧠 Example:
Goal: “Patient will ambulate 50 feet with a walker by Day 3.”
Finding: Patient ambulated 60 feet with no assistance on Day 2.
Conclusion: Goal met.

📌 What to do next: Discontinue that specific goal and document success. Set new goals if needed (e.g., “Ambulate 100 feet by discharge”).

2. Goal Partially Met

The patient made progress but did not fully meet the goal criteria.

🧠 Example:
Goal: “Patient will report pain ≤ 3/10 within 1 hour after analgesia.”
Finding: Pain decreased from 8/10 to 5/10.
Conclusion: Goal partially met.

📌 What to do next: Reassess the plan. Continue or modify the intervention (e.g., adjust medication timing, explore non-pharm pain relief).

3. Goal Not Met

The patient made no progress toward the goal, or the condition worsened.

🧠 Example:
Goal: “Patient will have no signs of wound infection by Day 5.”
Finding: Wound is red, warm, and has purulent discharge.
Conclusion: Goal not met.

📌 What to do next: Investigate contributing factors. Modify or replace the care plan. Collaborate with the healthcare team to reassess treatment.

🧠 Memory Trick – M.P.U. = Measure Patient’s Upshot

  • Met = Mission accomplished
  • Partially Met = Progress, but not perfection
  • Unmet = Uh-oh, something’s not working

📈 Think Like a Nurse: Ask Yourself

  • Is the outcome clearly documented and measurable?
  • Is the outcome time-specific and relevant to the goal?
  • Do I need to revise the intervention, goal, or both?

✏️ Student Mini Worksheet

Instructions: Read each scenario and choose the correct outcome classification.

  1. Goal: “Patient will verbalize 3 coping strategies by discharge.”
    • Patient shared 2 strategies. → _______
  2. Goal: “Oxygen saturation will stay above 94% on room air.”
    • Sat remained at 96%. → _______
  3. Goal: “No new pressure injuries by Day 5.”
    • New Stage 1 ulcer noted on sacrum. → _______
  4. Goal: “Wound drainage will decrease by 50% in 3 days.”
    • Drainage decreased by 25%. → _______
Show Answer Key
  1. Partially Met
  2. Met
  3. Unmet
  4. Partially Met


📝 Documenting and Reporting Evaluation Findings

After determining whether goals were met, partially met, or unmet, it’s time to record your findings and report them clearly. Without proper documentation, even excellent nursing care becomes invisible—and unsafe.

Think of this step as the nurse’s way of saying:

“Here’s what we planned, here’s what happened, and here’s what needs to happen next.”

📋 What Should Be Documented?

Your evaluation notes should include:

  1. The goal/outcome that was being evaluated
  2. Patient response or data collected
  3. Level of goal achievement: Met, Partially Met, or Unmet
  4. Any modifications needed to the care plan
  5. Follow-up actions or recommendations

🧠 Example of a Good Evaluation Note:

Goal: “Patient will maintain SpO₂ > 95% on room air.”
Finding: “SpO₂ at 97% consistently for the past 24 hours.”
Evaluation: “Goal met. Continue current respiratory interventions. Monitor for recurrence of desaturation.”

💬 Reporting to the Team

Evaluation findings should be verbally communicated during:

  • Change-of-shift reports
  • Interdisciplinary rounds
  • Critical situation updates (e.g., worsening condition)

This ensures continuity of care, informed decision-making, and immediate attention to any emerging issues.

📌 Tips for Effective Documentation:

  • Use concise, objective language
  • Avoid vague phrases like “seems better”
  • Be specific: use measurable data and patient quotes when appropriate
  • Stick to factual observations, not assumptions
  • Use EHR templates or flowsheets as required by your facility

🧠 Memory Trick – Use “G.R.A.D.E.” when documenting evaluation:

  • Goal stated
  • Response described
  • Achievement level noted
  • Decision for plan continuation/modification
  • Evidence (data or patient statements)

👉 “Nurses assign a GRADE to care outcomes!”

✏️ Student Mini Worksheet

Directions: Identify what’s missing in each documentation entry.

  1. “Patient says she feels better. Will continue current plan.” → What’s missing? __________
  2. “Pain now 2/10. Pain goal was ≤ 3/10. Will maintain meds.” → What’s missing? __________
  3. “Goal not met. Will notify provider.” → What’s missing? __________
  4. “Blood glucose 110 mg/dL; goal 80–130. Goal met. Continue diet and meds.” → What’s missing? __________
Show Answer Key
  1. Goal not clearly stated; vague data
  2. Goal itself is missing
  3. Patient data not described
  4. Complete entry – nothing missing


🔄 Modifying the Plan of Care Based on Evaluation

Once evaluation reveals that a goal was partially met or unmet, the nurse must decide what changes are needed. Nursing care plans are not set in stone—they are dynamic and should evolve based on how the patient responds to care.

💡 This step is not a failure—it’s a fine-tuning process to get the patient closer to the best outcome.

🔍 When to Modify the Plan

You should revise the care plan when:

  • The goals are unrealistic or unclear
  • Interventions are ineffective or poorly timed
  • The patient develops new problems or complications
  • There is a lack of patient adherence due to discomfort, misunderstanding, or other barriers
  • The patient’s condition or preferences change

🧠 Example:

Original goal: “Patient will walk 100 feet with a walker by Day 2.”
Finding: Patient only managed 20 feet and experienced dizziness.

📝 Modified Plan:

  • New goal: “Patient will walk 30 feet by Day 2 and sit upright for 10 minutes.”
  • Revised interventions: Add rest periods, consult PT, reassess for orthostatic hypotension.

🔁 What Can Be Modified?

Plan Component How It Might Change
Goals Make them more realistic, SMARTer, or extend the time frame
Interventions Adjust the type, frequency, or intensity
Nursing Diagnosis Add, remove, or reprioritize based on new findings
Expected Outcomes Shift focus depending on evolving priorities

💡 Memory Trick – “R.E.N.E.W.” your Plan

When you need to update care, remember:

  • Review goals
  • Evaluate barriers
  • New data = new direction
  • Engage the patient
  • Write new interventions

📌 “Good nurses don’t restart—they RENEW the care plan.”

🧠 Quick Clinical Scenario:

Original Plan: Pain management with oral acetaminophen
Outcome: Pain score remains high
Modified Plan: Switch to IV NSAID, schedule rather than PRN, teach non-pharm methods like guided breathing

✏️ Student Mini Worksheet

Instructions: Read each evaluation result and decide which part of the care plan needs modification.

  1. Outcome: “BP remains 160/100 after 3 days of walking and low-sodium diet.”
    → Modify: _______________
  2. Outcome: “Patient reports confusion about home insulin injection.”
    → Modify: _______________
  3. Outcome: “Goal: Pain <4/10. Patient reports 3/10. Goal met.”
    → Modify: _______________
  4. Outcome: “Patient developed new pressure injury.”
    → Modify: _______________
Show Answer Key
  1. Intervention – may need medication added
  2. Patient education intervention
  3. No modification needed
  4. Nursing diagnosis and interventions


🧠 Memory Trick Recap: Key Mnemonics to Remember

Section Memory Trick Meaning
Purpose of Evaluation G.A.P.E. Goal Achievement, Assess Interventions, Plan Continuation, Enhance Quality
Criteria & Standards C.R.I.T. Clear, Realistic, Individualized, Time-bound
Outcome Data D.A.T.A. Define outcomes, Assess status, Take measurements, Analyze results
Goal Achievement M.P.U. Met, Partially Met, Unmet
Documentation G.R.A.D.E. Goal, Response, Achievement, Decision, Evidence
Modifying Plan R.E.N.E.W. Review, Evaluate barriers, New data, Engage patient, Write new plan

📋 All-in-One Interactive Worksheet: Evaluation Practice

Instructions: Read each item and answer the questions or select the correct option.

1. Identify the purpose of the Evaluation Phase:
a. To diagnose new conditions
b. To measure the effectiveness of nursing care
c. To discharge the patient
d. To administer medications
Answer: ___

2. Which of the following is a standard, not a criterion?
a. “Pain rating of 2/10”
b. “SpO₂ ≥ 95%”
c. “Patient states, ‘I feel better’”
d. “Patient ambulated 40 feet”
Answer: ___

3. What’s the best description of a partially met goal?
a. The patient’s goal was not achieved at all
b. The goal was completely achieved
c. Some improvement was observed, but not the full goal
d. New goals were created
Answer: ___

4. Fill in the blank: Use the acronym _____ to guide your documentation of evaluation findings.
Answer: ___________

5. True or False: If a goal is not met, the care plan must always be completely rewritten.
Answer: ___________

6. Match the following outcomes with their evaluation status (Met, Partially Met, Not Met):

  • a. Pain decreased from 9/10 to 6/10 → __________
  • b. BP stayed < 140/90 as planned → __________
  • c. New fever and tachycardia appeared → __________
Show Answer Key
  1. b
  2. b
  3. c
  4. G.R.A.D.E.
  5. False
  6. a → Partially Met, b → Met, c → Not Met


💡 FAQs: Evaluation Phase (Based on Common Student Searches)

Q1: Do you document even if goals are met?
👉 Yes! Always document goal status—met, partially met, or not met—to provide legal and clinical evidence of care.

Q2: Can a partially met goal still mean patient progress?
👉 Absolutely. It reflects improvement but signals the need to adjust interventions or allow more time.

Q3: What if a patient refuses care—how is that evaluated?
👉 Evaluate the reasons (e.g., fear, cultural beliefs), document it, and revise the plan to include patient education or negotiation.

Q4: Who should the nurse report evaluation results to?
👉 To the healthcare team—especially during shift change, interdisciplinary rounds, or when outcomes require provider notification.

Q5: Is modifying the plan considered starting over?
👉 No. It’s a refinement. Evaluation makes the care plan smarter, not redundant.


📚 Suggested References

  • Potter & Perry’s Fundamentals of Nursing (10th ed.)
  • NANDA-I Nursing Diagnoses: Definitions and Classification
  • Carpenito’s Handbook of Nursing Diagnosis
  • ATI & Saunders NCLEX Review Books
  • Nursing and Midwifery Council Guidelines (NMC)

Exam

Welcome to your Evaluation Practice Exam! This exam is carefully curated to help you consolidate your knowledge and gain deeper understanding on the topic.

 

Exam Details

  • Number of Questions: 10 items
  • Mode: Practice Mode

Exam Instructions

  1. Practice Mode: This mode aims to facilitate effective learning and review.
  2. Instant Feedback: After each question, the correct answer along with an explanation will be revealed. This is to help you understand the reasoning behind the correct answer, helping to reinforce your learning.
  3. Time Limit: There is no time limit for this exam. Take your time to understand each question and the corresponding choices.

Tips For Success

  • Read each question carefully. Take your time and don't rush.
  • Understand the rationale behind each answer. This will not only help you during this exam, but also assist in reinforcing your learning.
  • Don't be discouraged by incorrect answers. Use them as an opportunity to learn and improve.
  • Take breaks if you need them. It's not a race, and your understanding is what's most important.
  • Keep a positive attitude and believe in your ability to succeed.

Remember, this exam is not just a test of your knowledge, but also an opportunity to enhance your understanding and skills. Enjoy the learning journey!

 

Click 'Start Exam' when you're ready to begin. Best of luck!

💡 Hint

Think about the foundational step a nurse must take to ensure that the care adjustments are accurately aligned with the client's current health status.

1 / 10

1. Nurse Cooper is adapting the care plan for a client whose health status has undergone considerable changes over the past few days. What is the most appropriate initial action for her to ensure the care plan meets the client's current needs?

💡 Hint

Focus on the assessment that directly relates to monitoring a key parameter affected by digoxin.

2 / 10

2. Nurse Harris has set a goal for her patient who is receiving digoxin therapy: "The patient will independently perform necessary assessments before taking their medication." Which capability should Nurse Harris evaluate to determine if the patient has met this outcome criterion?

💡 Hint

Consider the outcome that directly relates to a nurse's intervention and has a measurable impact on patient safety and care quality.

3 / 10

3. Nurse Alvarez is reviewing outcomes to determine which best represents a nurse-sensitive client outcome. Which of the following should she identify?

💡 Hint

Consider which option directly relates to assessing the impact of all nursing actions on the patient's health outcomes.

4 / 10

4. The core objective of the nursing evaluation process is to:

💡 Hint

Consider which method directly assesses the improvement in skin redness specified in the outcome.

5 / 10

5. Nurse Mitchell has established a specific outcome for a patient with a skin impairment: "Erythema will decrease within three days." To evaluate the effectiveness of the interventions, what should Nurse Mitchell focus on?

💡 Hint

Focus on the statement that shows the client consistently applying their understanding over a period of time.

6 / 10

6. Nurse Thompson has identified a nursing diagnosis of knowledge deficit regarding the need to monitor blood glucose levels daily. Which statement best demonstrates the client’s understanding of this necessity?

💡 Hint

Consider which evaluation directly relates to the outcome of clearing secretions from the airways.

7 / 10

7. Nurse Baker is monitoring a patient diagnosed with impaired gas exchange due to excessive secretions. The goal is for the patient's airways to be clear. To determine if this outcome has been achieved, Nurse Baker should focus her evaluation on:

💡 Hint

Focus on reinforcing positive progress while planning further steps.

8 / 10

8. Nurse Carter is working with a client who has almost reached their goal of reducing smoking to half a pack per day but hasn't fully met it yet. To help the client achieve their target, what should Nurse Carter consider as the most effective nursing intervention?

💡 Hint

Focus on the goal that directly pertains to a standard measure of care, particularly concerning routine monitoring and prevention.

9 / 10

9. Nurse Bailey is formulating goals for her patients, ensuring each is aligned with clinical standards of practice. Which of the following goals is best based on such standards?

💡 Hint

Consider which statement directly relates to observing and reporting on the specific goal of walking without respiratory issues.

10 / 10

10. Nurse Thompson is reviewing her patient's progress in physical therapy after a recent lung surgery. She needs to provide an objective evaluation of the patient's ability to walk without experiencing shortness of breath, indicating goal attainment. Which statement should she include in her report?