Collaborative Evaluation

1. Collaborative Evaluation Rita O'Sullivan John O’Sullivan Evaluation, Assessment, & North Carolina A & T State Univ Policy Connections (EvAP) NC Cooperative Extension School of Education Greensboro, NC Univ. of NC - Chapel Hill ritao@unc.edu (919/843-7878) johno@ncat.edu-(336/285-4683)

2. Evaluation Steps Overview • Introduction to Collaborative Evaluation • Collaborative Evaluation Techniques: Collaborative Proposal Development Clarifying Evaluation Requests Designing Collaborative Evaluations Evaluation Planning Collaborative Data Collection Collaborative Data Analysis Convincing Levels of Evidence Collaborative Reporting: Evaluation Fairs Collaborative Evaluation Cycle • Final Questions/Discussion

3. Starting Definition: COLLABORATIVE EVALUATION • is an approach that engages program stakeholders actively in the evaluation process. When stakeholders collaborate with evaluators, their understanding increases and the utility of the evaluation is often enhanced.

4. Collaborative Evaluation as an Evaluation Approach • Participatory Evaluation (e.g., Cousins, 1996; Patton, 1997) • Empowerment Evaluation • (e.g., Fetterman, 2001; 2005) • Collaborative Evaluation (e.g., O’Sullivan, 2004; O’Sullivan & O’Sullivan, 1998; Liliana Rodriguez-Campos; 2005)

5. Characteristics of a Collaborative Evaluation • Stakeholders share responsibility for the evaluation • Evaluation questions are developed together • Evaluation expertise grows among board members, parents, teachers, service providers and other key stakeholders • Evaluation evidence is used for program improvement

6. Multi-Site Annual Sequence • Individual Site Evaluation Planning • Feedback on Evaluation Plans • Eval Plan Implementation with Technical Assistance • Interim Sharing of progress • Technical Assistance as Needed • Evaluation Fair Sharing • Cross-Site Summaries

7. Advantages to Collaborative Evaluation • Enhances the dynamics of eval, changing paradigm shift (interactions of ownership) • External evaluators learn program dynamics • Stakeholders understand the purposes of the evaluation • Data collection and reporting are of better quality • Access to additional evaluation resources

8. Characteristics of a Collaborative Evaluator • Good listener • Flexibility • Understanding of evaluation • Knowledge of the program

9. Collaborative Evaluation Techniques:Developing an Evaluation Proposal • Program Background Statement • Evaluation Purpose • Evaluation Questions with Proposed Information Gathering Strategies • Timeline of Evaluation Activities • Capability Statement • Budget

10. Collaborative Evaluation Techniques:Clarifying an Evaluation Plan • Gathering information about the programs nature and scope • Determining the purpose of the evaluation • Probing the resources available to conduct the evaluation

11. Mentoring Project • Your are about to meet with the Director of the Mentoring Project • You are an external evaluation consulting group, and she has asked for your help. • Get together in small groups to decide on three questions to ask her that will clarify her evaluation needs.

12. Collaborative Evaluation Techniques:Evaluation Planning - Logic Models

13. Retrospective Pre/Post • Ask respondents to tell you at the end of the program, where they were when they started and where they are now.

14. Program Theorizing/Theory of Change (Identify Indicators) • Long Term: Healthy children ready for school • Intermediate Outcome 1: Parents able to assist children with pre-school skills • Intermediate Outcome 2: Program participants interact appropriately with children • Immediate Outcome 2: Participants enhance understanding of good parenting • Immediate Outcome 1: Develop and recruit program participants

15. Web Sites/References • www.eval.org (AEA website - Guiding Principles +… • www.wisc.ex (Ellen Taylor Powell) • www.wkkf.org (WK Kellogg Foundation - logic models + eval manual) • gi.unc.edu/research/k-12-toolkit (EvAP Evaluation Tool Kit for International Presenter Programs) • www.gseis.ucla.edu/~srmevaluationgroup/reports/evap.PDF (Meta-evalaution of Collaborative Evaluation of First 5 LA Childcare Initiative) • O’Sullivan, R. G., & D’Agostino, A. (2002). Promoting evaluation through collaboration with community-based programs for young children and their families. Evaluation, 3, 372-387. • Campos-Rodriguez, L. Collaborative Evalaution. Tamarac, FL: Lumina Press. • O’Sullivan, R. G., Jay, M., & Powers Costello, B. (2006). Transcribing Focus Group Interviews: Is There a Viable Alternative for Analysis? Paper presented at the annual meeting of the American Evalaution Association, Portland, OR.

16. Collaborative Evaluation Techniques:Designing Collaborative Evaluations Grantee Records Foundation Records Application Evaluation Crosswalk:

17. Collaborative Data Collection • Explore information gathering alternatives with program staff • Validate instruments by consulting with program experts, including staff • Share summaries of information gathered with data sources and staff

18. ___ Newspaper story ___ Double-blind controlled ___ Comparison with group ___ A friend of a friend ___ A friend ___ Description of events ___ Pre-test/Post-test ___ Salesperson ___ Testimonial ___ Treatment/control group ___ Celebrity endorsement ___ Expert critique ___ ___ Convincing Levels of Evidence 1 - NOT Convincing 2 = SOMEWHAT Convincing 3 = VERY Convincing

19. Collaborative Data Analysis • Engage program staff and/or participants in data analysis • Share data analyses with program staff • Ask program staff for their interpretation of datafindings

20. Collaborative Reporting: Evaluation Fairs & Conferences • promote evaluation • enhance networking • suggest alternative program ideas • allow programs to celebrate achievements

21. Collaborative Evaluation and Evaluation Ethics AEA Guiding Principles: • Systematic Inquiry • Competence • Integrity/Honesty • Respect for People • Responsibilities for General & Public Welfare

22. Collaborative Evaluation Cycle Clarify Evaluation Request Conduct Evaluation Fair Design Evaluation COMMUNICATION Implement the Evaluation

23. Discussion Items • Evaluator as technical assistance consultant • Staff changes create the need for training • Reluctance of program to take ownership • Reporting responsibility can become muddled. • Differences between internal and external evaluators • Objectivity of collaborative evaluators can become suspect. • Some may expect distanced evaluation

24. Thank you! • Please complete evaluation forms and • Contact us if we can be of assistance.