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Annual Seminar with Department of Education

Using Empowerment
Evaluation and Data to
Strengthen Your Talent Search
Program

Maggie Cahalan and Stephaine Miller
Pell Institute, COE
March 9 2011
Presentation Topics
1. Overview of Empowerment Evaluation Concepts
   and Steps with example from COE’s new I-3
   project testing new models for Talent Search
   (Maggie)
2. Using Data for Evaluation Program Improvement
   and Student Success (Stepahanie)
3. Breakout Session (Speed Dating Process to move
   through ideas about steps in empowerment
   evaluation of your program)—(Everyone--35
   minutes)
4. Group empowerment evaluation of our session
   (what you liked and did not like and how we could
   improve (Everyone--10 minutes)
Personal Journey in Thinking
     About Evaluation
 Contractor Project Director
     National Evaluation of Student Support
    Services
    National Evaluation of Talent Search
    TRIO performance reporting support
    contracts

 Department of Education
     National Evaluation of Upward Bound study
    final technical monitor
    Came to see need for taking a more
    participatory approach involved and began
    Designing Next Generation of GEAR UP
Next Generation of Gear Up
       Evaluations
Grew out of challenges (problems with
meaningful comparison group, validity
issues, length of time to obtain results, black box
up or down studies not always useful for program
improvement, lack of involvement of stakeholders
meant work not viewed as very useful to them)
New Approach (18 month design work—sessions
with grantees, expert papers, systemic review of
past evaluation methods and challenges, issued
call for entries open to all grantees to design
evaluations of what they viewed as promising
practices, funded 44 grantees proposals and
provided technical assistance, and funded 12 to
implement the project led evaluations of rigorous
designs)
Definition
Empowerment evaluation is the
use of evaluation
concepts, techniques and
findings to foster improvement
and self determination. It
employs both qualitative and
quantitative methodologies.
Empowerment evaluation: Knowledge
and Tools for Self-Assessment and
Accountability
Fetterman, Kaftaraian, and Wandersman
1996
Empowerment Evaluation
    Aims to increase the probability of program
    success by:

1   Providing program stakeholders with tools for
    planning and implementation, and self evaluation
    of their program, and

2    Mainstreaming evaluation as part of the planning
    and management of the program organization
    (Wandersman, et. Al, 2005, p. 25)
Empowerment Evaluation

Widely used
  Joint Committee for Education Program
  Standards have included concepts
  Amercian Evaluation Association and AERA
  workshops
  Public Health Field
  International Development work
  Education school systems
Contrasts
Traditional Evaluation     Empowerment Evaluation

 External                  Internal

 Expert                    Coach or Critical friend
                           Self-determination &
 Dependency                capacity building
 Independent               Collaboration
 judgment
                           Makes use of Data
 Developed when data       Revolution—
                           internet, web, real time
 not available to all—     interactive sharing of
 elite with resources      knowledge—all
 to collect and skill to   publish—face
 analyze                   book, blog, twitter
Internal or External
        Evaluation
The dilemma of whether to
use external or internal
evaluation is as false as that
between qualitative and
quantitative methods. The
solution is always to use the
best of both, not just one or
the other (Michael Scriven)
Learn by Doing
Organizations and their staff evaluate their
own strategies

May hire an evaluator to work with them

Rather than presenting a report
card, empowerment evaluators coach staff
through an evaluation of their own strategies
by providing them with the knowledge, skills
and resources they need to conduct
evaluation
10 Key Principals
    (Wandersman et. Al 2005)
1. Community Ownership—primary responsibility with
   organization and not outside evaluator

2. Inclusion—involves representation of key stakeholders
3. Democratic participation—highly collaborative—
   opportunity to voices questions—every stakeholders
   voice is heard

4. Community knowledge-promotes growth of
   knowledge in community—stakeholders are considered
   to be in the best position to understand the issues and
   generate solutions to problems

5. Evidence Based strategies-promotes use of
   strategies with high quality evidence—research evidence
   of effectiveness—evidence strategies contextualized to fit
   community
10 Key Principals (cont)
6.   Accountability-provides data that can be used to determine whether a
     strategy has achieved its goals—negative results are not punished;rather
     are use to inform change in a strategy or the selection of a new strategy
     for the purpose of producing better outcomes

7.   Improvement—Helps organizations improve strategies so that they
     are more likely to achieve stated goals—process and outcome evaluation
     (Rossi 1999)

8.   Organizational learning—fosters a culture of learning—view
     positive and negative feeedback as valuable information and believe that
     all strategies can be improved

9.   Social justice—increase capacity to reduce disparities that affect
     marginalized by persecution, discrimination, prejudice and intolerance

10. Capacity building—builds capacity of organizations to conduct their
     own evaluations, understand results and use them to continuously
     improve organization
10 Steps (Chinman, Imm &
      Wandersman, 2004)
1. Conduct needs and      6. Finalizing plan
  resource assessment
                          7. Evaluate process
2. Develop goals and
  outcomes sought         8. Evaluate outcomes

3. Selecting evidence     9. Implementing
  based strategies          continuous quality
                            improvement
4. Assessing strategies
  fit                     10.Sustaining efforts

5. Building capacity
Fetterman (2001)
Define mission

Taking stock-

Planning for future
Example---COE Investing in
 Innovation (I-3) project
ED wishes to build capacity at all levels to use data and build in
internal and external evaluations as way to improve
programming on an on-going basis

October COE won I-3—Investment in Innovation--Using Data to
Inform College Access—Power Knowledge

Build on and help validate GE/COE college access work in 2
cities (Erie and Louisville)
    Enhanced whole school college access services—college coaches
    in school
    Intensive service Learning Communities
    COE Building large data warehouse Power Knowledge Tool for use
    by all

Contribute to innovative adaptive models for established
Federal College Access programs such as Talent Search, GEAR
UP, Upward Bound
COE (I-3) project Testing
  and Validating ---Model-
--Increased access to, skill, and use of data
    by all stakeholders
    (students, parents, school, college
    coaches, community) will lead to
    increased high school and college
    participation and success among
    students in high schools
Internal Empowerment Evaluation and
External evaluators both using the DATA
  TOOL
DICAP--Builds and Enhances on
       GE-COE Model
   Multiple Power Knowledge Learning
   Communities
   Using data among all stakeholders—key
     District and school staff
     College access service providers and
     planners--College Coaches
     Students
     Parents
     Community
     Internal and External Evaluators
Goals of UN Education for
Sustainable Development
 What if every person benefited from an education promoting
 development that is environmentally sound, socially
 equitable, culturally sensitive and economically just?

 What if learning was about knowledge and also about
 doing, being, interacting with others and changing the world?

 What if formal learning was enjoyable, hands-on and relevant to life
 outside school while addressing the problems of our world?

 What if every person benefited from genuine learning opportunities
 throughout life, in the workplace, and within the community?

 What if education systems prepared learners to enter the workforce
 as well as handle a crisis, be resilient, become responsible
 citizens, adapt to change, recognize and solve local problems with
 global roots, meet other cultures with respect, and create a peaceful
 and sustainable society?
Partnership—Collaborative-
   Empowerment Model
All stakeholders full partners—those most
impacted –strongest roles
Stakeholders
   Help set goals
   Identify assets, challenges, describe current
   baseline situation and data
   Take responsibility for identifying and
   implementing steps (actions) to meet goals
   Take responsibility for analysis, reflection on
   results and become learning community
   Transparency among all stakeholders
Partnership—Collaborative-
   Empowerment Model
All stakeholders full partners—those most
impacted –strongest roles
Stakeholders
   Help set goals
   Identify assets, challenges, describe current
   baseline situation and data
   Take responsibility for identifying and
   implementing steps (actions) to meet goals
   Take responsibility for analysis, reflection on
   results and become learning community
   Transparency among all stakeholders
Smaller Intensive Learning
       Community
Power knowledge Learning Community
Leadership Group

Summer Bridge

On-going school year work
  Project to participate in building and using the
  data tool
  Project to communicate to whole school—lead
  to goals
  Project to evaluate and assess efforts and to
  improve the program –internal empowerment
  evaluation
Theory of Participatory
   Action/Change

                                               Learning
                     Reflection and           Community
                                           Prepares various
  Participatory     Communicate/di        reporting's/feedba
  goal setting         sseminate                ck for
                        findings             stakeholders


  Identify Inputs                              Impact
 (assets, baselin                         assessment and
                    Power Data Tool
  es, challenges                          recommendatio
   and barriers)                            ns for future

                    Identify indicators
     Identify           and monitor
                         fidelity of         Assessment of
  Steps/actions                               intermediate
                    implementation/ch     indicators/outcomes
   needed to        allenges/counterfa
   meet goals              ctuals
Logic of Evaluation
Goal or purpose

Baseline –where before intervention

Program or intervention

Measurement (including criteria)

Process

Outcomes and impacts
Speed Dating Stations Idea
       Generating
 1.   Goal and Strategy setting
      1. Setting Goals/Mission—what do want to change or
         improve—how much?
      2. Evidence based strategy for improvement—what
         concrete steps do you need to take that you think might
         work? Now? Next year? Next five years?
 2.   Taking Stock
      1. Baseline—where are you now—take stock of assets and
         barriers?
      2. How can you assess or measure if what you are trying is
         working-----choose an evaluation design and indicators
      3. Provide for gathering credible evidence---Data
 3.   Plan for Future—Learning Organization
      1. Use data to analyze and reflect on what you find
      2. Improve organizational capacity and the particular
         strategy evaluated
Resources and contact
     information
Contact---margaret.cahalan@pellinstitute.org

Empowerment evaluation resources
   http://eevaluation.blogspot.com/
   www.cdc.gov/violenceprevention/pdf/evaluati
   on_improvement-a.pdf
   http://wwwstatic.kern.org/gems/region4/David
   FettermanPresentation.pdf

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Using Data and Empowerment Evaluation

  • 1. Annual Seminar with Department of Education Using Empowerment Evaluation and Data to Strengthen Your Talent Search Program Maggie Cahalan and Stephaine Miller Pell Institute, COE March 9 2011
  • 2. Presentation Topics 1. Overview of Empowerment Evaluation Concepts and Steps with example from COE’s new I-3 project testing new models for Talent Search (Maggie) 2. Using Data for Evaluation Program Improvement and Student Success (Stepahanie) 3. Breakout Session (Speed Dating Process to move through ideas about steps in empowerment evaluation of your program)—(Everyone--35 minutes) 4. Group empowerment evaluation of our session (what you liked and did not like and how we could improve (Everyone--10 minutes)
  • 3. Personal Journey in Thinking About Evaluation Contractor Project Director National Evaluation of Student Support Services National Evaluation of Talent Search TRIO performance reporting support contracts Department of Education National Evaluation of Upward Bound study final technical monitor Came to see need for taking a more participatory approach involved and began Designing Next Generation of GEAR UP
  • 4. Next Generation of Gear Up Evaluations Grew out of challenges (problems with meaningful comparison group, validity issues, length of time to obtain results, black box up or down studies not always useful for program improvement, lack of involvement of stakeholders meant work not viewed as very useful to them) New Approach (18 month design work—sessions with grantees, expert papers, systemic review of past evaluation methods and challenges, issued call for entries open to all grantees to design evaluations of what they viewed as promising practices, funded 44 grantees proposals and provided technical assistance, and funded 12 to implement the project led evaluations of rigorous designs)
  • 5. Definition Empowerment evaluation is the use of evaluation concepts, techniques and findings to foster improvement and self determination. It employs both qualitative and quantitative methodologies. Empowerment evaluation: Knowledge and Tools for Self-Assessment and Accountability Fetterman, Kaftaraian, and Wandersman 1996
  • 6. Empowerment Evaluation Aims to increase the probability of program success by: 1 Providing program stakeholders with tools for planning and implementation, and self evaluation of their program, and 2 Mainstreaming evaluation as part of the planning and management of the program organization (Wandersman, et. Al, 2005, p. 25)
  • 7. Empowerment Evaluation Widely used Joint Committee for Education Program Standards have included concepts Amercian Evaluation Association and AERA workshops Public Health Field International Development work Education school systems
  • 8. Contrasts Traditional Evaluation Empowerment Evaluation External Internal Expert Coach or Critical friend Self-determination & Dependency capacity building Independent Collaboration judgment Makes use of Data Developed when data Revolution— internet, web, real time not available to all— interactive sharing of elite with resources knowledge—all to collect and skill to publish—face analyze book, blog, twitter
  • 9. Internal or External Evaluation The dilemma of whether to use external or internal evaluation is as false as that between qualitative and quantitative methods. The solution is always to use the best of both, not just one or the other (Michael Scriven)
  • 10. Learn by Doing Organizations and their staff evaluate their own strategies May hire an evaluator to work with them Rather than presenting a report card, empowerment evaluators coach staff through an evaluation of their own strategies by providing them with the knowledge, skills and resources they need to conduct evaluation
  • 11. 10 Key Principals (Wandersman et. Al 2005) 1. Community Ownership—primary responsibility with organization and not outside evaluator 2. Inclusion—involves representation of key stakeholders 3. Democratic participation—highly collaborative— opportunity to voices questions—every stakeholders voice is heard 4. Community knowledge-promotes growth of knowledge in community—stakeholders are considered to be in the best position to understand the issues and generate solutions to problems 5. Evidence Based strategies-promotes use of strategies with high quality evidence—research evidence of effectiveness—evidence strategies contextualized to fit community
  • 12. 10 Key Principals (cont) 6. Accountability-provides data that can be used to determine whether a strategy has achieved its goals—negative results are not punished;rather are use to inform change in a strategy or the selection of a new strategy for the purpose of producing better outcomes 7. Improvement—Helps organizations improve strategies so that they are more likely to achieve stated goals—process and outcome evaluation (Rossi 1999) 8. Organizational learning—fosters a culture of learning—view positive and negative feeedback as valuable information and believe that all strategies can be improved 9. Social justice—increase capacity to reduce disparities that affect marginalized by persecution, discrimination, prejudice and intolerance 10. Capacity building—builds capacity of organizations to conduct their own evaluations, understand results and use them to continuously improve organization
  • 13. 10 Steps (Chinman, Imm & Wandersman, 2004) 1. Conduct needs and 6. Finalizing plan resource assessment 7. Evaluate process 2. Develop goals and outcomes sought 8. Evaluate outcomes 3. Selecting evidence 9. Implementing based strategies continuous quality improvement 4. Assessing strategies fit 10.Sustaining efforts 5. Building capacity
  • 14. Fetterman (2001) Define mission Taking stock- Planning for future
  • 15. Example---COE Investing in Innovation (I-3) project ED wishes to build capacity at all levels to use data and build in internal and external evaluations as way to improve programming on an on-going basis October COE won I-3—Investment in Innovation--Using Data to Inform College Access—Power Knowledge Build on and help validate GE/COE college access work in 2 cities (Erie and Louisville) Enhanced whole school college access services—college coaches in school Intensive service Learning Communities COE Building large data warehouse Power Knowledge Tool for use by all Contribute to innovative adaptive models for established Federal College Access programs such as Talent Search, GEAR UP, Upward Bound
  • 16. COE (I-3) project Testing and Validating ---Model- --Increased access to, skill, and use of data by all stakeholders (students, parents, school, college coaches, community) will lead to increased high school and college participation and success among students in high schools Internal Empowerment Evaluation and External evaluators both using the DATA TOOL
  • 17. DICAP--Builds and Enhances on GE-COE Model Multiple Power Knowledge Learning Communities Using data among all stakeholders—key District and school staff College access service providers and planners--College Coaches Students Parents Community Internal and External Evaluators
  • 18. Goals of UN Education for Sustainable Development What if every person benefited from an education promoting development that is environmentally sound, socially equitable, culturally sensitive and economically just? What if learning was about knowledge and also about doing, being, interacting with others and changing the world? What if formal learning was enjoyable, hands-on and relevant to life outside school while addressing the problems of our world? What if every person benefited from genuine learning opportunities throughout life, in the workplace, and within the community? What if education systems prepared learners to enter the workforce as well as handle a crisis, be resilient, become responsible citizens, adapt to change, recognize and solve local problems with global roots, meet other cultures with respect, and create a peaceful and sustainable society?
  • 19. Partnership—Collaborative- Empowerment Model All stakeholders full partners—those most impacted –strongest roles Stakeholders Help set goals Identify assets, challenges, describe current baseline situation and data Take responsibility for identifying and implementing steps (actions) to meet goals Take responsibility for analysis, reflection on results and become learning community Transparency among all stakeholders
  • 20. Partnership—Collaborative- Empowerment Model All stakeholders full partners—those most impacted –strongest roles Stakeholders Help set goals Identify assets, challenges, describe current baseline situation and data Take responsibility for identifying and implementing steps (actions) to meet goals Take responsibility for analysis, reflection on results and become learning community Transparency among all stakeholders
  • 21. Smaller Intensive Learning Community Power knowledge Learning Community Leadership Group Summer Bridge On-going school year work Project to participate in building and using the data tool Project to communicate to whole school—lead to goals Project to evaluate and assess efforts and to improve the program –internal empowerment evaluation
  • 22. Theory of Participatory Action/Change Learning Reflection and Community Prepares various Participatory Communicate/di reporting's/feedba goal setting sseminate ck for findings stakeholders Identify Inputs Impact (assets, baselin assessment and Power Data Tool es, challenges recommendatio and barriers) ns for future Identify indicators Identify and monitor fidelity of Assessment of Steps/actions intermediate implementation/ch indicators/outcomes needed to allenges/counterfa meet goals ctuals
  • 23. Logic of Evaluation Goal or purpose Baseline –where before intervention Program or intervention Measurement (including criteria) Process Outcomes and impacts
  • 24. Speed Dating Stations Idea Generating 1. Goal and Strategy setting 1. Setting Goals/Mission—what do want to change or improve—how much? 2. Evidence based strategy for improvement—what concrete steps do you need to take that you think might work? Now? Next year? Next five years? 2. Taking Stock 1. Baseline—where are you now—take stock of assets and barriers? 2. How can you assess or measure if what you are trying is working-----choose an evaluation design and indicators 3. Provide for gathering credible evidence---Data 3. Plan for Future—Learning Organization 1. Use data to analyze and reflect on what you find 2. Improve organizational capacity and the particular strategy evaluated
  • 25. Resources and contact information Contact---margaret.cahalan@pellinstitute.org Empowerment evaluation resources http://eevaluation.blogspot.com/ www.cdc.gov/violenceprevention/pdf/evaluati on_improvement-a.pdf http://wwwstatic.kern.org/gems/region4/David FettermanPresentation.pdf