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Information, Advice or Guidance
There are a lot of aspects to referrals that you might like to evaluate. Listed in the table
below are some key aspects – and how and why you might go about evaluating them.
Why you would consider How you might go about
Aspect of referral
evaluating or monitoring evaluating or monitoring
Keep a document listing
the number of referrals
To ensure that people are
Success rate of referring clients to the made and those that are
unsuccessful. When a
referrals correct services, for the referral is unsuccessful,
correct reasons
make a note of the
reason why
To identify where your
The percentage of key service might be skewed Keep a document
demographics being towards or against a that contains clients’
referred (for example, particular group of people demographics (ages,
the male/female split and to work to engage genders etc.)
or age ranges) those (for example,
the young)
To identify the views of Hand out questionnaires
your clients about how the for clients that have been
Client feedback
referral process has referred, asking for
been delivered their feedback
It is important to remember your workplace will have a policy or procedure for this in
place, and you must ensure you are familiar with that before you start.
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