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Connecting Evaluation and Design
An Introduction to Design Thinking, Methods, and Tools for
Evaluators
Cameron D. Norman PhD MDes CE
Cense Ltd.
@cdnorman Spring 2021
Design and Evaluation
2
3
The programs, products and services are no
longer being created for a world that stays
the same
Organizations are all looking to learn better,
and produce more impactful products and
services and generate greater return on
investment
Connecting evaluation with design is not only
a means to support greater innovation, it’s
generating greater value for everyone
Connecting Evaluation and Design
What do we seek
(and what do we
create in response)?
> Design
What value do we get
(and how does it
manifest in the world)?
>Evaluation
4
Connecting Evaluation and Design
Linking Imagination with Evidence
1. Imagination creates
possibilities
2. Design brings ideas to
life
3. Evaluation connects
both together through
learning
5
Connecting Evaluation and Design
Design-Driven Evaluation
Focuses on incorporating principles of design into the
purpose, process, and products of evaluation
Views evaluation as both a product and service.
It is a stance on creation and utilization
Norman, C.D. (in press). Supporting systems transformation through design-driven
evaluation. New Directions in Evaluation.
6
Connecting Evaluation and Design
Evaluation as a Service
7
Evaluation as a
Product
8
Going Beyond DE to Designing for Utilization
Developmental Evaluation (DE) is often described as focused
on strategic learning
Design-driven evaluation focuses on the means by which this is
realized in practice
Employs methods for defining and understanding the learner
and how they desire, expect, or could potentially use the
knowledge generated from evaluation
9
Connecting Evaluation and Design
Innovation, A Definition
Learning transformed into value, by design
10
Connecting Evaluation and Design
- Cameron Norman, Cense Ltd
Evaluation helps us to understand
● what value is (and what is valued),
● for whom,
● under what conditions (and the conditions it’s created),
● and to what effect
..to facilitate design for innovation - which is creating for learning,
adaptation, growth and evolution
11
Connecting Evaluation and Design
Thinking Like a Designer
(Design Thinking)
12
Connecting Evaluation and Design
What is Design Thinking?
The way of approaching the world as a designer
Linking our creativity with our perception and craft to creating new
or better ways to address issues and problems
Brings together ways of seeing, thinking, and doing with planning
(intention)
13
Connecting Evaluation and Design
14
Developed by Cense Ltd.
Connecting Evaluation and Design
Why design thinking for evaluators?
Design thinking is about creating something of value to
someone
Draws on different senses, aptitudes, skill sets, knowledge
Taps into our natural sense of curiosity, creativity, and
generosity
Provides a framework for working and creating together
15
Connecting Evaluation and Design
Principles for Design & Evaluation
● Embrace Whimsy. Relax your
assumptions and constraints about the
usual way of working and approach
problems playfully, with imagination.
● Bias Toward Action. Prioritize creating
artifacts over talking about what you’re
doing.
● Focus on Relationships. Apply systems
thinking to envision how ideas, products,
services, and actions connect
● Expand Perspectives. See the world
through the lens of others — how they
think, feel, and what they prefer, desire,
and need.
● Inspire Accessibility. Put what you
make within reach of most people,
most often.
● Prize Possibility. Explore how might
something work – even if seemingly
impossible.
● Share and Steal: No idea is precious or
proprietary -- share what you know, take
what you need.
● Prototype and Test. Build and
evaluate as you go – often and quickly.
● Prioritize People. Design for humans
16
Connecting Evaluation and Design
17
Connecting Evaluation and Design
Problem Finding
18
Implications for Evaluation
Time up-front to explore the learning aims of the project to
align data gathering with the goals and intentions
Ask: “How is the problem framed?” “Is this the problem we thought?”
How might an evaluation be of service to understanding the
problem?
Openness to different perspectives on method, timing, and
data
19
Connecting Evaluation and Design
Discovering & Uncovering
(Design Research)
20
Implications for Evaluation
Background research will help illuminate key factors that will
influence the designed product or service AND the evaluation
Provides an understanding of the user(s) and their behaviour,
motivations, and needs (both articulated and unarticulated)
Tests assumptions against hypothetical and real models of
behaviour
21
Connecting Evaluation and Design
Sensemaking
22
Cynefin Framework
Evaluation helps us to understand
● what value is (and what is
valued),
● for whom,
● under what conditions (and the
conditions it’s created),
● and to what effect
System relationships determine
how this is achieved
Image by Snowded - Own work
CC BY-SA 3.0, http://bit.ly/38ZvT6p
23
Context Setting
Connecting Evaluation and Design
Implications for Evaluation
Sensemaking is a social activity, account for this in time,
process and outcome expectations
Users may have multiple overlapping, contradicting, and
intermined motivations - sensemaking can help reveal these
and make strategic choices based on data
Systems are dynamic and evaluation designs must account for
this
24
Connecting Evaluation and Design
Idea
Generation
(Ideation
in Design-speak)
25
Implications for Evaluation
Idea generation allows a chance to surface assumptions and
experiences of the project team about the problems, systems,
and solutions
Creating a safe space to be flexible, creative, and open allows
insights on metrics-in-action
Set the expectation about use ahead of time: expertise may
not be available to inform decisions
26
Connecting Evaluation and Design
27
Connecting Evaluation and Design
Prototyping
28
Implications for Evaluation
Cultural readiness for learning
Refine the language of evaluation into learning, not
judgement
Create short, simple cycles connecting making with evaluation
29
Connecting Evaluation and Design
Evaluating --- wait, what?
30
Implications for Evaluation
Where the greatest value for evaluation for innovation lies
Allows for testing evaluation models and designs as well
Builds a self-reflective capacity into the evaluation
Instills feedback loops and risk-assessment early
31
Connecting Evaluation and Design
Refining
32
Implications for Evaluation
Feedback loops for evaluation findings translated into design
choices
Close connections between the evaluation team and the
design team make this process work more effectively
Provides a means to assess the adequacy of the design and the
evaluation
Document design choices (show the work)
33
Connecting Evaluation and Design
Evolving
34
Implications for Evaluation
Evaluations can serve to chronicle the steps taken in each
design stage and the outcomes associated with each
prototyping or development phase
‘Honours the work’ -- gathering administrative, observational,
and other data from the process provides a record of decisions,
actions, and raw material used in the creation of the product
When organized well, allows for tracing back ‘abandoned
paths’
35
Connecting Evaluation and Design
Tools & Technologies
36
37
Tools for Creation
Visualization tools are critical -- low barrier, high
participation
Whiteboards
Markers
Newsprint
Sticky notes
Play dough, LEGO, Pipe cleaners
Allow for easy-to-use digital collaboration and voting when
at a distance
Miro
Mural
Milanote
Jamboard
LucidSpark
Connecting Evaluation and Design
38
Cameron Norman PhD MDes CE
Principal and President
Cense Ltd
www.cense.ca
linkedin.com/in/cdnorman/

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An Introduction to Design Thinking for Evaluation

  • 1. Connecting Evaluation and Design An Introduction to Design Thinking, Methods, and Tools for Evaluators Cameron D. Norman PhD MDes CE Cense Ltd. @cdnorman Spring 2021
  • 3. 3 The programs, products and services are no longer being created for a world that stays the same Organizations are all looking to learn better, and produce more impactful products and services and generate greater return on investment Connecting evaluation with design is not only a means to support greater innovation, it’s generating greater value for everyone Connecting Evaluation and Design
  • 4. What do we seek (and what do we create in response)? > Design What value do we get (and how does it manifest in the world)? >Evaluation 4 Connecting Evaluation and Design
  • 5. Linking Imagination with Evidence 1. Imagination creates possibilities 2. Design brings ideas to life 3. Evaluation connects both together through learning 5 Connecting Evaluation and Design
  • 6. Design-Driven Evaluation Focuses on incorporating principles of design into the purpose, process, and products of evaluation Views evaluation as both a product and service. It is a stance on creation and utilization Norman, C.D. (in press). Supporting systems transformation through design-driven evaluation. New Directions in Evaluation. 6 Connecting Evaluation and Design
  • 7. Evaluation as a Service 7
  • 9. Going Beyond DE to Designing for Utilization Developmental Evaluation (DE) is often described as focused on strategic learning Design-driven evaluation focuses on the means by which this is realized in practice Employs methods for defining and understanding the learner and how they desire, expect, or could potentially use the knowledge generated from evaluation 9 Connecting Evaluation and Design
  • 10. Innovation, A Definition Learning transformed into value, by design 10 Connecting Evaluation and Design - Cameron Norman, Cense Ltd
  • 11. Evaluation helps us to understand ● what value is (and what is valued), ● for whom, ● under what conditions (and the conditions it’s created), ● and to what effect ..to facilitate design for innovation - which is creating for learning, adaptation, growth and evolution 11 Connecting Evaluation and Design
  • 12. Thinking Like a Designer (Design Thinking) 12 Connecting Evaluation and Design
  • 13. What is Design Thinking? The way of approaching the world as a designer Linking our creativity with our perception and craft to creating new or better ways to address issues and problems Brings together ways of seeing, thinking, and doing with planning (intention) 13 Connecting Evaluation and Design
  • 14. 14 Developed by Cense Ltd. Connecting Evaluation and Design
  • 15. Why design thinking for evaluators? Design thinking is about creating something of value to someone Draws on different senses, aptitudes, skill sets, knowledge Taps into our natural sense of curiosity, creativity, and generosity Provides a framework for working and creating together 15 Connecting Evaluation and Design
  • 16. Principles for Design & Evaluation ● Embrace Whimsy. Relax your assumptions and constraints about the usual way of working and approach problems playfully, with imagination. ● Bias Toward Action. Prioritize creating artifacts over talking about what you’re doing. ● Focus on Relationships. Apply systems thinking to envision how ideas, products, services, and actions connect ● Expand Perspectives. See the world through the lens of others — how they think, feel, and what they prefer, desire, and need. ● Inspire Accessibility. Put what you make within reach of most people, most often. ● Prize Possibility. Explore how might something work – even if seemingly impossible. ● Share and Steal: No idea is precious or proprietary -- share what you know, take what you need. ● Prototype and Test. Build and evaluate as you go – often and quickly. ● Prioritize People. Design for humans 16 Connecting Evaluation and Design
  • 19. Implications for Evaluation Time up-front to explore the learning aims of the project to align data gathering with the goals and intentions Ask: “How is the problem framed?” “Is this the problem we thought?” How might an evaluation be of service to understanding the problem? Openness to different perspectives on method, timing, and data 19 Connecting Evaluation and Design
  • 21. Implications for Evaluation Background research will help illuminate key factors that will influence the designed product or service AND the evaluation Provides an understanding of the user(s) and their behaviour, motivations, and needs (both articulated and unarticulated) Tests assumptions against hypothetical and real models of behaviour 21 Connecting Evaluation and Design
  • 23. Cynefin Framework Evaluation helps us to understand ● what value is (and what is valued), ● for whom, ● under what conditions (and the conditions it’s created), ● and to what effect System relationships determine how this is achieved Image by Snowded - Own work CC BY-SA 3.0, http://bit.ly/38ZvT6p 23 Context Setting Connecting Evaluation and Design
  • 24. Implications for Evaluation Sensemaking is a social activity, account for this in time, process and outcome expectations Users may have multiple overlapping, contradicting, and intermined motivations - sensemaking can help reveal these and make strategic choices based on data Systems are dynamic and evaluation designs must account for this 24 Connecting Evaluation and Design
  • 26. Implications for Evaluation Idea generation allows a chance to surface assumptions and experiences of the project team about the problems, systems, and solutions Creating a safe space to be flexible, creative, and open allows insights on metrics-in-action Set the expectation about use ahead of time: expertise may not be available to inform decisions 26 Connecting Evaluation and Design
  • 29. Implications for Evaluation Cultural readiness for learning Refine the language of evaluation into learning, not judgement Create short, simple cycles connecting making with evaluation 29 Connecting Evaluation and Design
  • 31. Implications for Evaluation Where the greatest value for evaluation for innovation lies Allows for testing evaluation models and designs as well Builds a self-reflective capacity into the evaluation Instills feedback loops and risk-assessment early 31 Connecting Evaluation and Design
  • 33. Implications for Evaluation Feedback loops for evaluation findings translated into design choices Close connections between the evaluation team and the design team make this process work more effectively Provides a means to assess the adequacy of the design and the evaluation Document design choices (show the work) 33 Connecting Evaluation and Design
  • 35. Implications for Evaluation Evaluations can serve to chronicle the steps taken in each design stage and the outcomes associated with each prototyping or development phase ‘Honours the work’ -- gathering administrative, observational, and other data from the process provides a record of decisions, actions, and raw material used in the creation of the product When organized well, allows for tracing back ‘abandoned paths’ 35 Connecting Evaluation and Design
  • 37. 37 Tools for Creation Visualization tools are critical -- low barrier, high participation Whiteboards Markers Newsprint Sticky notes Play dough, LEGO, Pipe cleaners Allow for easy-to-use digital collaboration and voting when at a distance Miro Mural Milanote Jamboard LucidSpark Connecting Evaluation and Design
  • 38. 38 Cameron Norman PhD MDes CE Principal and President Cense Ltd www.cense.ca linkedin.com/in/cdnorman/

Notas do Editor

  1. https://observablehq.com/@guillaume-levrier/xkcd-types-paper https://www.linkedin.com/feed/update/urn:li:activity:6796337356199870464?commentUrn=urn%3Ali%3Acomment%3A%28activity%3A6796337356199870464%2C6796522591189286912%29&replyUrn=urn%3Ali%3Acomment%3A%28activity%3A6796337356199870464%2C6796676400293126144%29
  2. Photo by Ian Schneider on Unsplash