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Learn how to define evaluative criteria for information systems evaluation, including needs assessment, logic models, and other relevant values.
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S519: Evaluation of Information Systems Evaluation Criteria Ch3+4
Step3: Defining evaluative criteria • To build a criterion list, consider the following procedures: • A needs assessment • Logic model of linking the evaluand to the needs • An assesment of other relevant values, such as process, outcomes, and cost • A strategy to organize your criterion checklist Make sure that you go into the evaluation with a well-thought-out plan so that you know what you need to know, where to get that information, and how you are going to put it together when you write up your report.
Needs assessment • Needs that we identify become the outcome criteria we use for the evaluation • The data collected during the needs assessment phase can be used as baseline data for comparison if we wish to track change in certain outcome variables.
Needs assessment • Understand the true needs of your evaluation end users (consumers or impactees) • Who are your end users? • They are the person or entity who buys or users a product or service, enroll in a training program,etc. • Upstream stakeholder (i.e. People on upper level of the structure – manager, designer) • Immediate recipients (i.e. People who directly consume your product or service – consumer, trainee) • Downstream consumers (i.e. People who indirectly involved in your evaluation)
Needs assessment • Rules to follow during the evaluation • Systematic (step-by-step, thorough) • Objective (free from bias) • Transparent (easy to repeat and follow)
Understanding needs • Needs vs. Wants • Difference and why • A need is something without which unsatisfactory functioning occurs. • Different kinds of needs • Context dependence • Conscious needs vs. Unconsious needs • Needs we know and needs we do not know • Met needs vs. Unmet needs • Building a factory (increase job, but create pollution) • Performance needs vs. Instrumental needs • „need to do“ something for satisfactory functioning (actual problems) vs. Proposed solutions • Access email vs. Lightweight laptop • Most of the case, performance needs is considered, but not the instrumental needs
Needs assessment method • Two phases: • Identifying and documenting performance needs • Investigating the underlying causes of performance needs
Identifying performance needs Identify the performance needs for an increase in drug abuse by teenagers
Investigating the cause of the needs • Using logic model Which should solve our performance problem We will address this underlying need If we implement this Training program Improved skills Improved performance
More to do • Asking potential participants about their needs is just the tip of the iceberg • Many important information has to be gathered in some other way • Working with experienced upstream impactees • Working with project officer for grant writing training program • Identifying correct cause by asking open-end inquiry to downstream and upstream impactees • Poor involvement of grant writing • Lack of motivation – increase incentive • Lack of confidence – build up self confidence
Other relevant criteria • Think about other criteria based on • Process evaluation • Outcome evaluation • Comparative cost-effectiveness • Exportability • Like: legal, ethical, authenticity, scentific, economic, historical requirements, etc. • Being diagnostic • Collecting facts
Step3: output report • Needs assessment • Identify consumers or impactees (e.g. Table3.2) • Identify different needs (e.g. Table3.3) • Logic model (e.g. Exhibit3.6 and Exhibit3.7) • An assessment of other relavent values with the consideration of process, outcome and cost (e.g. Table3.4) • Organizing your criteria • see step4 output report
Step4: Organizing criteria and indentifying sources of evidence • Rolling design • unanticipated criteria may add to the list • Existing criteria may be modified • Never draw a conclusion based on a single piece of evidence • Try to view the same issue from different angles through: • Different types of data (both qualitative and quantitative) • Multiple sources of information (e.g., existing document, observations, input from more than one group of stakeholders) Triangulation: using different ways or data to verify the conclusion Step-by-Step: start the small scope of data collecting, extend it slowly later on.
Checkpoints • When organizing your criteria, always keep the followings in mind: • Process • How good are the evaluand‘s content and implementation • Outcomes • How good are the impacts on immediate recipients and other impactees • Comparative Cost-Effectives • How costly is it? Excessive, quite high, acceptable or reasonable • Exportability • How can we extend this to other settings?
The process evaluation checkpoint • Process evaluation (Table 4.1, 4.2) • Content • What the evaluand consists of, i.e., basic components or design) • Implementation • How well or efficiently the evaluand was implemented or delivered to the consumers who needed it • Other features • Any other features that make the program good or bad which are not covered by the first two and are not outcomes or cost-related criteria
The process evaluation checkpoint • Now feed into these three categories with all the process-relevant ingredients we generated from: • the needs assessment and other relevant needs (e.g. Table3.3, Table 3.4, Exhibit3.6) • Add additional consideration if necessary
The outcome evaluation checkpoint • What is outcome • Things that happen as a result of the program • Outcomes can affect anyone listed as consumers • How to do • Based on logic model in step3 (e.g. Exhibit3.6 and Exhibit3.7) • Organize them into subcategories • See Table4.3 (D-p60)
The comparative cost-effectiveness checkpoint • Any evaluation has to take cost into account • What are costs? • Money • Time • Effort • Space • Opportunity costs • i.e. If our evaluation use this resources, then other department cannot use them for some time, which generates cost.
Cost cube (Scriven, 1991) • Type of costs • Money, resources, time, opportunities • Costs When • Preparation, implementation, maintenance, evaluation • Costs to whom • Participants, community organizations, workshop provider, others • D-p61
Cost cube table • Find out the most important costs for your evaluation • Compare your cost with other competitors
The exportability checkpoint • What elements of the evaluand (i.e., innovative design or approach) might make it potentially valuable or a significant contribution or advance in another setting • Think about examples
Step4: Output report • Checkpoints for • Process (e.g., Table4.1) • Outcomes (e.g., Table4.3) • Comparative Cost-Effectives (e.g., cost cube table, Exhibit4.2) • Exportability • Short summary of potential areas for exportability