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CREATING A CULTURE OF EVALUATION

CREATING A CULTURE OF EVALUATION. IMPACT 2011 - September 28, 2011 Margo Bailey, PhD Brighter Strategies, LLC. 1. PURPOSE. Learn how to improve staff and board member buy-in by integrating evaluation planning into your organization’s key management and programmatic activities. 2.

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CREATING A CULTURE OF EVALUATION

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  1. CREATING A CULTURE OF EVALUATION IMPACT 2011 - September 28, 2011 Margo Bailey, PhD Brighter Strategies, LLC 1

  2. PURPOSE • Learn how to improve staff and board member buy-in by integrating evaluation planning into your organization’s key management and programmatic activities. 2

  3. KEY TOPICS • Measuring Results • Outcome Measurement & Evaluation • Culture • Change Management Process • Building Evaluation Culture • Staff • Board • Q&A 3

  4. MEASURE RESULTS & IMPACT • Outcome Measurement • systematic tracking of the extent to which program participants [or communities] experience the benefits or changes intended. • Evaluation • Helps explain why 4

  5. WHY TRACK OUTCOMES • Success is measured by the achievement of the intended outcomes. • Ensure programs achieve maximum effectiveness, efficiency and quality of service delivery. • Accountable to stakeholder and funding sources. • Disseminate knowledge so others can benefit from our experiences. 5

  6. Fully Detailed Logic Model 6

  7. MEASURING IMPACT WILL NOT: • Show whether these are the right outcomes to measure • Prove statistically that the program caused the outcomes • Explain why the level of outcomes were achieved • By themselves, tell what to change to improve the outcome 7

  8. WHY EVALUATE • Justify existence • Increase/Maintain Budget • Show results (impact) • Justify more resources (hire help) • Make your program more organized • Develop sound Outcome Measures 8

  9. EVALUATION HELPS • Understand or increase the organization/program impact • Identify strengths and weaknesses to improve (more effective; less costly) • Verify program is running as intended • Develop/Review goals and create accountability for your management • Produce tangible programmatic data 9

  10. SO WHY IS THERE RESISTANCE? 10

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  12. 12

  13. Edgar Schein - Culture is • A pattern of shared basic assumptions that the group learned as it solved its problems of external adaptation and internal integration, that has worked well enough to be considered valid and, therefore, to be taught to new members as the correct way you perceive, think, and feel in relation to those problems. 13

  14. CULTURE BARRIERS 14

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  17. CHANGE IS INEVITABLE; SUCCESS IS NOT! • Decline in traditional funding/revenue • Emerging needs • Increased competition for funding • Increased accountability for results 17

  18. CHANGE IS HARD! • People will resist change • Resistance is natural • A sense of loss is normal • It won’t happen overnight 18

  19. CHANGE MANAGEMENT CAN HELP… • A structured approach to transitioning individuals, teams and organizations from the present state to the desired future state • A process aimed at empowering employees to accept and embrace changes 19

  20. LEADERSHIP KEYS FOR SUCCESS • Urgency and clear image of the future • Guiding coalition • Vision and Strategy • Communications 20 Adapted from John Kotter “8 Steps for Leading Change”

  21. LEADERSHIP KEYS FOR SUCCESS • Infrastructure, systems and training • Short term wins • Participate in the change! Adapted from John Kotter “8 Steps for Leading Change” 21

  22. CREATE EVALUATION CULTURE: STAFF • Expand vocabulary • Focus on data driven decision making • Acknowledge evaluation as an element of strategic management • Use existing structures • Use Logic Models as Management Tools • Ask the right evaluation questions 22

  23. DATA DRIVEN DECISION MAKING 23

  24. STRATEGIC MANAGEMENT 24

  25. Reporting • Create reporting matrix USE EXISTING STRUCTURES • Planning Processes & Updates • Strategic planning, Annual planning, Budgeting • Program Implementation • Natural collection points • Communications • Annual reports, newsletters, websites, appeals • Peer Networks • Share data collection tools & systems 25

  26. LOGIC MODEL = MANAGEMENT TOOL 26

  27. ASK THE RIGHT QUESTIONS 27

  28. ASK THE RIGHT QUESTIONS 28

  29. CREATE EVALUATION CULTURE: BOARD • Focus on improved governance • Integrate into strategic planning process & reviews • Align to organization dashboards • Create evaluation committee/request summary of grant reports • Model data driven decision making 29

  30. Q&A 30

  31. Thank you! Margo Bailey, PhD margo@brighterstrategies.com Visit our Website: www.brighterstrategies.com Visit our Blog: http://brighterstrategies.com/blog/ 31

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