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Small Group 3
10/15-10/26
• Welcome to our presentation on Chapters 9-11
  discussing Considerations, Analysis of Approaches, and
  Guidelines for evaluations.
• Content for each section will be delivered in multiple
  media based on the most effective means for
  presentation.
• Please review the summary content and respond to the
  discussion questions at the end of each section using the
  Blackboard discussion threads.
Other Current
Considerations
: Cultural
Competence
and Capacity
Building                      Analysis of
                              Approaches

  Chapter 9
                 Chapter 10



                                            Clarifying the
                         Chapter 11         Evaluation
                                            Request and
                                            Responsibilities
Other Current Considerations: Cultural Competence and Capacity
Building
Presented by: Kaylea Howarth
• Two factors that influence evaluation practice, but transcend
  particular evaluation approaches:
  • the need to build cultural competence
  • evaluation capacity building or mainstreaming evaluation

• We need to give consideration to the context of our evaluations
  because they take place in both an organizational context as well
  as a broader cultural context. These contexts influence, or
  should influence, our evaluation choices.
“A systematic, responsive inquiry that is actively cognizant,
understanding, and appreciative of the cultural context in
which the evaluation takes place; that frames and articulates the
epistemology of the evaluative endeavor; that employs
culturally and contextually appropriate methodology; and that
uses stakeholder-generated, interpretive means to arrive at the
results and further use of the results” (SenGupta, Hopson, &
Thompson-Robinson, 2004, p. 13).
• The issue: As evaluators, we often conduct
  evaluations within cultural contexts that differ
  from our own.
Why is it important?
• To identify the needs of stakeholders
• To consider multiple perspectives of program success
• To increase the legitimacy of the evaluation to all stakeholders
• To increase the usefulness of the results




How can we achieve it?
• Self-examination
• Awareness of your own cultural norms
• Make inclusion a priority
• Quiet observation, respectful interactions, and reflection
Example: A pipeline company assigns an internal
evaluator from head office to launch an evaluation of the
company’s community investment program. This requires
cultural competence in recognizing the context of each
rural community and responding appropriately to each
stakeholder’s needs.
• Evaluations within an organizational context have impact beyond programs,
  but on the organization itself.

• Process Use:
   • “Individual changes in thinking and behavior, and program or
      organizational changes in procedures and culture, that occur among
      those involved in evaluation as a result of the learning that occurs
      during the evaluation process” (Patton, 1997c, p. 90).
                                          Process Use




                • Learning                      • Decisions         Organization
   Evaluation   • Analysis           Results    • Changes
• The recognition of this impact lead to the movement to mainstream
    evaluation in organizations.
  • Mainstreaming Evaluation:
             • “The process of making evaluation an integral part of an organization’s
               everyday operations. Instead of being put aside in the margins of work,
               evaluation becomes a routine part of the organization’s work ethic if it is
               mainstreamed. It is part of the culture and job responsibilities at all levels
               of the organization” (Sanders, 2002, p. 254).


  Evaluati               Workflow                                        Workflow
    on




                                                                          Evaluati
                                                                            on

Non-
                                                                                     Mainstreamed
Mainstreamed
• In parallel to mainstreaming,
                                  others have maintained a focus
                                  on evaluation capacity building
                                  (ECB) in organizations.



Evaluation Capacity Building (ECB)
    “A context-dependent, intentional action system of guided processes and
    practices for bringing about and sustaining a state of affairs in which
    quality program evaluation and its appropriate uses are ordinary and
    ongoing practices within and/or between one or more
    organizations/programs/sites” (Stockdill, Baizerman, & Compton, 2002, p.
    8).
• Evaluations in organizations have two forms:
  • project-based, designed to provide information on the program or
    policy being evaluated
  • ongoing, with the evaluator working to sustain an environment
    conducive to evaluation and its use within the organization
Strategies for building evaluation capacity and
mainstreaming:
•   Stakeholder Involvement in an Evaluation
•   Coaching/Mentoring
•   Technology
•   Written Materials
•   Training
•   Communities of Practice
•   Meetings
• Example: A financial trade company recognizes a need
  to evolve their programs over time to remain competitive
  within their sector. Yet as opposed to maintaining an
  evaluation group separate from the internal programs and
  processes to be evaluated, senior leadership pushes to
  mainstream the evaluation processes so that each job
  role and workgroup is involved in program improvement.
Limitations of mainstreaming evaluation and building
evaluation capacity:
• Need to build competence and skills within the
  organization
• Danger of reducing quality of formal evaluations
• Organization members are not evaluation professionals
1. Cultural Competence: refer to example 1 on slide 9
 You are the lead evaluator for the pipeline company’s Community
 Investment program evaluation. Develop a strategy for how you will
 enact cultural competence in deal with the regional contexts within
 your evaluation. Use the text for examples and guidelines.
2. Mainstreaming Evaluation: refer to example 2 on slide
   15
 You are a senior leader at the financial trade organization. Develop a
 strategy for how you will mainstream evaluation. Use the text as well
 as the Preskill presentation on slide 14 (specifically 10:14 – 14:30)
 for examples and guidelines.

 Please post your responses in the designated Chapter 9 thread on
 Blackboard.
A Comparative Analysis of Approaches

Presented by: Carolina Sanchez-Lopez & Reynaldo Lopez
• Please view the following Prezi for a summary of Chapter
  10:

 Chapter 10: A Comparative Analysis of Approaches Prezi

                     http://prezi.com/7sdnxf_99ake/a-comparative-analysis-of-
          approaches/?utm_source=share&utm_campaign=shareprezi&utm_medium=email
1. Should we attempt to synthesize the various approaches into one?
    What would be the advantages of doing so?
2. Adams Elementary School has started a volunteer program in which
    parents are encouraged to help out in the classroom. The goal of the
    program is to not only provide the teacher with assistance, but also to
    get parents more involved in the school and their children’s education.
    The principal hopes to boost the learning of the children who are
    achieving below grade level by getting their parents more involved in
    their children’s education through volunteer efforts in the classroom.
    Contrast using a decision-oriented, participant-oriented, and program-
    oriented approach.
Please post your responses in the designated Chapter 10 thread on
Blackboard.
Clarifying the Evaluation Request and Responsibilities

Presented by: Carole Poche
• Please view the following Prezi for a summary of Chapter
  11:

     Chapter 11: Clarifying the Evaluation Request &
                     Responsibilities


                   http://prezi.com/recommend/5q1wxgdcqfsh
• In getting down to some solid planning for an evaluation – what
  concerns must one address?
• When might you refuse to do an evaluation? What types of reasons
  exist not to evaluate?
• What types of research results can not be used?
• What reasons are given for the creation of evaluability assessment?
  How does a program become evaluable?

Please post your responses in the designated Chapter 11 thread on
Blackboard.
•   Fitzpatrick, J.L., Sanders, J.R., & Worthen, B.R. (2011). Program Evaluation: Alternative
    Approaches and Practical Guidelines (4th Ed.). Pearson. Allyn & Bacon.
•   Patton, M. Q. (1997c). Utilization-focused evaluation: The new century text. Thousand Oaks, CA:
    Sage.
•   Preskill, H. Effective Strategies for Facilitating Evaluation Capacity Building. [video] Retrieved from
    http://www.youtube.com/watch?v=uW-D9K0Ohl0
•   Sanders, J. (2002). Presidential address: On mainstreaming evaluation. American Journal of
    Evaluation, 23(3), 253-259.
•   Stockdill, S. H., Braizerman, M., & Compton, D. W. (2002). Toward a definition of the ECB process:
    A conversation with the ECB lliterature. In D.W. Compton, M. Braizerman, & S. H. Stockdill (Eds.),
    The art, craft, and science of evaluation capacity building. New Directions for Evaluation, No. 93, 7-
    26. San Francisco: Jossey-Bass.
•   SenGupta, S., Hopson, R., & Thompson-Robinson, M. (2004). Cultural competence in evaluation:
    An overview. In M. Thompson-Robinson, R. Hopson, & S. SenGupta(Eds.), In search of cultural
    competence in evaluation: Toward principles and practices. New Directions for Evaluation No. 102,
    5-20. San Francisco: Jossey-Bass.
•   Trevisan, M. And Huang, Y. (2003) Evaluability Assessment: A Primer, Practical Assessment,
    Research & Evaluation. Retrieved from http://pareonline.net/getvn.asp?v=8&n=20



Images retrieved from iStock Royalty Free Images

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Considerations, analysis of approaches and guidelines

  • 2. • Welcome to our presentation on Chapters 9-11 discussing Considerations, Analysis of Approaches, and Guidelines for evaluations. • Content for each section will be delivered in multiple media based on the most effective means for presentation. • Please review the summary content and respond to the discussion questions at the end of each section using the Blackboard discussion threads.
  • 3. Other Current Considerations : Cultural Competence and Capacity Building Analysis of Approaches Chapter 9 Chapter 10 Clarifying the Chapter 11 Evaluation Request and Responsibilities
  • 4. Other Current Considerations: Cultural Competence and Capacity Building Presented by: Kaylea Howarth
  • 5. • Two factors that influence evaluation practice, but transcend particular evaluation approaches: • the need to build cultural competence • evaluation capacity building or mainstreaming evaluation • We need to give consideration to the context of our evaluations because they take place in both an organizational context as well as a broader cultural context. These contexts influence, or should influence, our evaluation choices.
  • 6. “A systematic, responsive inquiry that is actively cognizant, understanding, and appreciative of the cultural context in which the evaluation takes place; that frames and articulates the epistemology of the evaluative endeavor; that employs culturally and contextually appropriate methodology; and that uses stakeholder-generated, interpretive means to arrive at the results and further use of the results” (SenGupta, Hopson, & Thompson-Robinson, 2004, p. 13).
  • 7. • The issue: As evaluators, we often conduct evaluations within cultural contexts that differ from our own.
  • 8. Why is it important? • To identify the needs of stakeholders • To consider multiple perspectives of program success • To increase the legitimacy of the evaluation to all stakeholders • To increase the usefulness of the results How can we achieve it? • Self-examination • Awareness of your own cultural norms • Make inclusion a priority • Quiet observation, respectful interactions, and reflection
  • 9. Example: A pipeline company assigns an internal evaluator from head office to launch an evaluation of the company’s community investment program. This requires cultural competence in recognizing the context of each rural community and responding appropriately to each stakeholder’s needs.
  • 10. • Evaluations within an organizational context have impact beyond programs, but on the organization itself. • Process Use: • “Individual changes in thinking and behavior, and program or organizational changes in procedures and culture, that occur among those involved in evaluation as a result of the learning that occurs during the evaluation process” (Patton, 1997c, p. 90). Process Use • Learning • Decisions Organization Evaluation • Analysis Results • Changes
  • 11. • The recognition of this impact lead to the movement to mainstream evaluation in organizations. • Mainstreaming Evaluation: • “The process of making evaluation an integral part of an organization’s everyday operations. Instead of being put aside in the margins of work, evaluation becomes a routine part of the organization’s work ethic if it is mainstreamed. It is part of the culture and job responsibilities at all levels of the organization” (Sanders, 2002, p. 254). Evaluati Workflow Workflow on Evaluati on Non- Mainstreamed Mainstreamed
  • 12. • In parallel to mainstreaming, others have maintained a focus on evaluation capacity building (ECB) in organizations. Evaluation Capacity Building (ECB) “A context-dependent, intentional action system of guided processes and practices for bringing about and sustaining a state of affairs in which quality program evaluation and its appropriate uses are ordinary and ongoing practices within and/or between one or more organizations/programs/sites” (Stockdill, Baizerman, & Compton, 2002, p. 8).
  • 13. • Evaluations in organizations have two forms: • project-based, designed to provide information on the program or policy being evaluated • ongoing, with the evaluator working to sustain an environment conducive to evaluation and its use within the organization
  • 14. Strategies for building evaluation capacity and mainstreaming: • Stakeholder Involvement in an Evaluation • Coaching/Mentoring • Technology • Written Materials • Training • Communities of Practice • Meetings
  • 15. • Example: A financial trade company recognizes a need to evolve their programs over time to remain competitive within their sector. Yet as opposed to maintaining an evaluation group separate from the internal programs and processes to be evaluated, senior leadership pushes to mainstream the evaluation processes so that each job role and workgroup is involved in program improvement.
  • 16. Limitations of mainstreaming evaluation and building evaluation capacity: • Need to build competence and skills within the organization • Danger of reducing quality of formal evaluations • Organization members are not evaluation professionals
  • 17. 1. Cultural Competence: refer to example 1 on slide 9 You are the lead evaluator for the pipeline company’s Community Investment program evaluation. Develop a strategy for how you will enact cultural competence in deal with the regional contexts within your evaluation. Use the text for examples and guidelines. 2. Mainstreaming Evaluation: refer to example 2 on slide 15 You are a senior leader at the financial trade organization. Develop a strategy for how you will mainstream evaluation. Use the text as well as the Preskill presentation on slide 14 (specifically 10:14 – 14:30) for examples and guidelines. Please post your responses in the designated Chapter 9 thread on Blackboard.
  • 18. A Comparative Analysis of Approaches Presented by: Carolina Sanchez-Lopez & Reynaldo Lopez
  • 19. • Please view the following Prezi for a summary of Chapter 10: Chapter 10: A Comparative Analysis of Approaches Prezi http://prezi.com/7sdnxf_99ake/a-comparative-analysis-of- approaches/?utm_source=share&utm_campaign=shareprezi&utm_medium=email
  • 20. 1. Should we attempt to synthesize the various approaches into one? What would be the advantages of doing so? 2. Adams Elementary School has started a volunteer program in which parents are encouraged to help out in the classroom. The goal of the program is to not only provide the teacher with assistance, but also to get parents more involved in the school and their children’s education. The principal hopes to boost the learning of the children who are achieving below grade level by getting their parents more involved in their children’s education through volunteer efforts in the classroom. Contrast using a decision-oriented, participant-oriented, and program- oriented approach. Please post your responses in the designated Chapter 10 thread on Blackboard.
  • 21. Clarifying the Evaluation Request and Responsibilities Presented by: Carole Poche
  • 22. • Please view the following Prezi for a summary of Chapter 11: Chapter 11: Clarifying the Evaluation Request & Responsibilities http://prezi.com/recommend/5q1wxgdcqfsh
  • 23. • In getting down to some solid planning for an evaluation – what concerns must one address? • When might you refuse to do an evaluation? What types of reasons exist not to evaluate? • What types of research results can not be used? • What reasons are given for the creation of evaluability assessment? How does a program become evaluable? Please post your responses in the designated Chapter 11 thread on Blackboard.
  • 24. Fitzpatrick, J.L., Sanders, J.R., & Worthen, B.R. (2011). Program Evaluation: Alternative Approaches and Practical Guidelines (4th Ed.). Pearson. Allyn & Bacon. • Patton, M. Q. (1997c). Utilization-focused evaluation: The new century text. Thousand Oaks, CA: Sage. • Preskill, H. Effective Strategies for Facilitating Evaluation Capacity Building. [video] Retrieved from http://www.youtube.com/watch?v=uW-D9K0Ohl0 • Sanders, J. (2002). Presidential address: On mainstreaming evaluation. American Journal of Evaluation, 23(3), 253-259. • Stockdill, S. H., Braizerman, M., & Compton, D. W. (2002). Toward a definition of the ECB process: A conversation with the ECB lliterature. In D.W. Compton, M. Braizerman, & S. H. Stockdill (Eds.), The art, craft, and science of evaluation capacity building. New Directions for Evaluation, No. 93, 7- 26. San Francisco: Jossey-Bass. • SenGupta, S., Hopson, R., & Thompson-Robinson, M. (2004). Cultural competence in evaluation: An overview. In M. Thompson-Robinson, R. Hopson, & S. SenGupta(Eds.), In search of cultural competence in evaluation: Toward principles and practices. New Directions for Evaluation No. 102, 5-20. San Francisco: Jossey-Bass. • Trevisan, M. And Huang, Y. (2003) Evaluability Assessment: A Primer, Practical Assessment, Research & Evaluation. Retrieved from http://pareonline.net/getvn.asp?v=8&n=20 Images retrieved from iStock Royalty Free Images