this chapter transitions from the "what" of evaluation studies to the "how" by focusing on practical aspects of planning and managing evaluations. it outlines the importance of an evaluation mindset, which includes nine components, and highlights potential issues that may arise early in the evaluation process. the chapter describes the process of option appraisal and its uses, emphasizing the importance of identifying the appropriate stage in the life cycle of an information resource for evaluation. it defines evidence-based health informatics (ebhi) and explains its value in guiding evaluations. the text also stresses the importance of seeking local information before conducting a literature search and explains how an established framework or theory can aid in literature searches. it differentiates systematic reviews from standard literature searches and defines a meta-narrative review. the chapter also discusses the value of using a project management process in evaluations, ensuring that the study is organized and managed effectively. the chapter emphasizes the importance of reviewing prior studies to avoid duplication and save resources. as informatics has matured, the body of published knowledge has grown, making it essential to review existing work to enhance the rigor and efficiency of new evaluations. for example, existing survey instruments like the questionnaire for user interface satisfaction (quis) can be reused to improve study outcomes. this chapter provides a comprehensive guide to planning and conducting evaluations, ensuring that teams are well-prepared and efficient in their efforts.this chapter transitions from the "what" of evaluation studies to the "how" by focusing on practical aspects of planning and managing evaluations. it outlines the importance of an evaluation mindset, which includes nine components, and highlights potential issues that may arise early in the evaluation process. the chapter describes the process of option appraisal and its uses, emphasizing the importance of identifying the appropriate stage in the life cycle of an information resource for evaluation. it defines evidence-based health informatics (ebhi) and explains its value in guiding evaluations. the text also stresses the importance of seeking local information before conducting a literature search and explains how an established framework or theory can aid in literature searches. it differentiates systematic reviews from standard literature searches and defines a meta-narrative review. the chapter also discusses the value of using a project management process in evaluations, ensuring that the study is organized and managed effectively. the chapter emphasizes the importance of reviewing prior studies to avoid duplication and save resources. as informatics has matured, the body of published knowledge has grown, making it essential to review existing work to enhance the rigor and efficiency of new evaluations. for example, existing survey instruments like the questionnaire for user interface satisfaction (quis) can be reused to improve study outcomes. this chapter provides a comprehensive guide to planning and conducting evaluations, ensuring that teams are well-prepared and efficient in their efforts.