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Rodney K. Hopson, Professor &
Past-President, American Evaluation Association
Department of Educational Foundations & Leadership
School of Education
Duquesne University (Pittsburgh, PA USA)
hopson@duq.edu
International Exhibition and Forum for Education Riyadh,
Saudi Arabia
18 – 22 February, 2013
}  Sahar Abugharbieh, Project Manager/ADD Projects
}  Susan Kistler, Executive Director, American Evaluation
Association
}  Prior collaborative and funded work from lectures,
presentations, research grants, published papers
◦  National Science Foundation, California Endowment, Robert Wood
Johnson Foundation, WK Kellogg Foundation, American Evaluation
Association/Center for Disease Control, American Educational
Research Association, Arizona State University (USA), Claremont
Graduate U (USA), Lincoln U (USA), Manchester Metropolitan U
Education and Social Research Institute (UK)
}  Recognize the relevance and value-
addedness of culture in evaluation
theory and practice
}  Identify strategies for assisting
evaluators and agencies in becoming
culturally responsive
the way of life of a group of people, the complex of
shared concepts and patterns of learned behavior that
are handed down from one generation to the next
through the means of language and imitation.
(Barnouw, 1985)
the ever-changing values, traditions, social and political
relationships, and worldview created, shared and
transformed by a group of people bound together by a
combination of factors that include a common history,
geographic location, language, social class, and
religion…
(Nieto, 1999)

Student
Servant
Babadi
Multi
Olwayinda
Pan
African
Pillars of
life
How do you think about
yourself?
Think about all of the cultural
roles you play and how
playing these roles define how
you perceive yourself.
Identify influences in your
world view.
How do you think your world
view influences what you do
personally? Professionally?
}  How you define yourself is the template by
which you organize the world
◦  Culture and one’s cultural background influences
our template(s), decisions, and practices
}  Social location of evaluator matters: lived
experiences shape assumptions and
frames of reference in evaluation process
}  Evaluators play roles in furthering social
change and justice: we are “more than
technicians” but have duty to recognize
power relations, challenge systems of
inequity
}  Avoiding ethnocentrism means embracing
multiple cultural perspectives
}  Culture is central to the evaluation process
}  Culturally and ethnically diverse
communities have contributions to make
in redefining field of evaluation
(Hopson, 2003)
}  Evaluation in rudimentary form in developing
countries, even among international organizations
}  Evaluation as auditing versus examination of how
useful and/or appropriate a certain program is for
the local community
}  Western ideas of what "should" happen become
the default priority for organizations
}  Difficulties understanding the population's ways of
thinking, living, and understanding
}  Researchers/evaluators struggle to address
cultural conflicts they have encountered
}  Culture is either not taken into consideration or it
is unknown how to be successfully taken into
account
}  Culture seems to be something to learn so that
one can simply get the evaluation done; it’s not
really considered
}  Often include cultural communities as passive
participants
Understand and recognize the larger context
for programs or projects
Design evaluation with participants in mind
Allow for self-determination by stakeholders
and program participants
Casillas, Hopson, & Gomez (in preparation)
Build trust and facilitate communication
Understand the evaluation audience and help
the audience to understand the evaluation
purpose and process
Make the evaluation accessible
Understand evaluator attributes that may
affect professional practice
◦  Demographic, sociopolitical, contextual
dimensions
◦  Characteristics as dynamic, multifaceted,
learned, created, influenced
◦  From personal to global position
◦  Majority vs. minority
◦  More than about race and ethnicity but
inclusive of other identifications (SenGupta,
Hopson & Thompson-Robinson, 2004; Nieto,
}  Approach/model used to guide evaluation
}  System and culmination of evaluation
strategies
}  Theoretical and political positioned (as are
all evaluations)
Cultural competence is a stance taken
toward culture, not a discrete status or
simple mastery of particular knowledge
and skills. A culturally competent
evaluator is prepared to engage with
diverse segments of communities to
include cultural and contextual
dimensions important to the evaluation.
Public Statement on Cultural Competence in Evaluation
(American Evaluation Association, 2011)
Accessible at www.eval.org
Cultural
Responsive
7
Collect
the data
8
Analyze
the data
3
Identify purpose
of the evaluation
4
Frame the
right questions
1
Prepare for
the evaluation
5
Design the
evaluation
6
Select and adapt
instrumentation
2
Engage
stakeholders
9
Disseminate and
use the results
20
}  Be informed by the sociocultural
context of the evaluand, including
◦  History
◦  Formal and informal power relationships
◦  Communication and relational styles
}  Assemble an evaluation team whose
collective lived experience fits the
context of the evaluand.
◦  Evaluator awareness of own cultural values,
assumptions, prejudices, stereotypes
◦  Not merely about matching demographics
Cultural
Responsive
7
Collect
the data
8
Analyze
the data
3
Identify purpose
of the evaluation
4
Frame the
right questions
1
Prepare for
the evaluation
5
Design the
evaluation
6
Select and adapt
instrumentation
2
Engage
stakeholders
9
Disseminate and
use the results
22
}  Develop a stakeholder group representative
of the population served by program.
}  Seek to include persons impacted by the
program directly and indirectly.
}  Pay attention to issues of power, status and
social class.
}  Include multiple voices in meaningful
preparation process and activities.
Cultural
Responsive
7
Collect
the data
8
Analyze
the data
3
Identify purpose
of the evaluation
4
Frame the
right questions
1
Prepare for
the evaluation
5
Design the
evaluation
6
Select and adapt
instrumentation
2
Engage
stakeholders
9
Disseminate and
use the results
24
}  Document, examine program
implementation
◦  How well is the program connecting with its
intended consumers?
◦  Is the program operating in ways that are
respectful of cultural context?
◦  Are program resources equitably distributed?
}  Document, examine progress toward
goals
◦  Who is benefiting from the program, and are
these benefits equitably distributed? Who is
burdened by the program?
}  Evaluate overall effectiveness
Cultural
Responsive
7
Collect
the data
8
Analyze
the data
3
Identify purpose
of the evaluation
4
Frame the
right questions
1
Prepare for
the evaluation
5
Design the
evaluation
6
Select and adapt
instrumentation
2
Engage
stakeholders
9
Disseminate and
use the results
26
}  Reflections on embedding culturally
competent evaluation in Indian Country
◦  Build understanding of values that underlie
programs and projects and create value-added
evaluative contribution
◦  Engage stakeholders in participatory manner
–  Build ethic of participation and capacity building that
values community, relationships, respect
◦  Frame purpose by building conceptual picture/
model
◦  Careful of “too sequential and narrative driven”
logic models
SANKOFA MODEL
©2010 P. Frazier-Anderson, S. Hood. & R. Hopson.
All Rights Reserved.
}  Questions of relevance to significant
stakeholders
}  Determine what will be accepted as evidence
}  Notice whose voices are heard in the choice of
questions and evidence.
}  Reflect on how questions limit what can be
learned and how they might be posed
differently.
}  Notice how different questions may expand
understanding. Revise and refine questions.
}  Can questions be answered with available
resources?
Cultural
Responsive
7
Collect
the data
8
Analyze
the data
3
Identify purpose
of the evaluation
4
Frame the
right questions
1
Prepare for
the evaluation
5
Design the
evaluation
6
Select and adapt
instrumentation
2
Engage
stakeholders
9
Disseminate and
use the results
30
}  Build design appropriate to both evaluation
questions and cultural context.
}  Seek culturally appropriate mixed methods,
combining qualitative and quantitative
approaches.
}  Try to collect data at multiple points in time,
extending the time frame of the evaluation as
needed.
}  Construct control or comparison groups in ways
that respect cultural context and values.
Cultural
Responsive
7
Collect
the data
8
Analyze
the data
3
Identify purpose
of the evaluation
4
Frame the
right questions
1
Prepare for
the evaluation
5
Design the
evaluation
6
Select and adapt
instrumentation
2
Engage
stakeholders
9
Disseminate and
use the results
32
}  Identify, develop or adapt instruments for the
local context.
}  Establish evidence of reliability and validity.
}  Language and content of instruments should
be culturally sensitive.
}  Use best translation practices, validating both
semantic and content equivalence.
}  Norms must be appropriate to the group(s)
involved in the program.
Cultural
Responsive
7
Collect
the data
8
Analyze
the data
3
Identify purpose
of the evaluation
4
Frame the
right questions
1
Prepare for
the evaluation
5
Design the
evaluation
6
Select and adapt
instrumentation
2
Engage
stakeholders
9
Disseminate and
use the results
34
}  Evaluation of undergraduate STEM research
program designed for students of color
◦  Deliberate design of evaluation team intimately
connected with program of study and background
of program, including similar lived experiences of
participants
◦  Questions were sensitive to lived experiences of
participants and focused on substance of
participant experiences
}  Procedures used to collect both
qualitative and quantitative data must be
responsive to cultural context.
}  Nonverbal as well as verbal
communications provide keys to
understanding.
}  Train data collectors in culture as well as
technical procedures.
}  Recognize how cultural identifications of
the evaluation team affect what they can
hear, observe.
Cultural
Responsive
7
Collect
the data
8
Analyze
the data
3
Identify purpose
of the evaluation
4
Frame the
right questions
1
Prepare for
the evaluation
5
Design the
evaluation
6
Select and adapt
instrumentation
2
Engage
stakeholders
9
Disseminate and
use the results
37
}  Understanding cultural context is necessary
for accurate interpretation.
}  A cultural interpreter may be needed to
capture nuances of meaning.
}  Stakeholder review panels can more accurately
capture the complexity of cultural context,
supporting accurate interpretation.
}  Disaggregate data and cross-tabulate to
examine diversity within groups.
}  Remember that data are given voice by those
who interpret them.
Cultural
Responsive
7
Collect
the data
8
Analyze
the data
3
Identify purpose
of the evaluation
4
Frame the
right questions
1
Prepare for
the evaluation
5
Design the
evaluation
6
Select and adapt
instrumentation
2
Engage
stakeholders
9
Disseminate and
use the results
39
}  Maximize community relevance of findings;
invite review by community members prior to
dissemination.
}  Communication mechanisms must be 

culturally responsive.
}  Inform a wide range of stakeholders.
}  Make use consistent with the purpose of the
evaluation.
}  Consider community benefit and creating
positive change.
}  Discussion of urban school-to-career
intervention program using culturally
responsive evaluation approach
◦  Findings disaggregated by gender and age to get
breakdown of career attitudes and beliefs for
participants
◦  Findings provided to numerous stakeholders in
particular ways (e.g. student findings presented
in student-friendly manner)
}  Culture matters and affects every evaluation
}  CRE encourages the consideration of a
variety of factors in conducting evaluations
in agencies and communities
◦  Consideration of cultural context and factors can
provide a more responsive and accurate evaluation
Rodney K. Hopson, Professor &
Past-President, American Evaluation Association
Department of Educational Foundations & Leadership
School of Education
Duquesne University (Pittsburgh, PA USA)
hopson@duq.edu
International Exhibition and Forum for Education Riyadh,
Saudi Arabia
18 – 22 February, 2013

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إعادة مرحلة التقويم من خلال التقويم الثقافي المتجاوب في القرن الحادي والعشرين

  • 1. Rodney K. Hopson, Professor & Past-President, American Evaluation Association Department of Educational Foundations & Leadership School of Education Duquesne University (Pittsburgh, PA USA) hopson@duq.edu International Exhibition and Forum for Education Riyadh, Saudi Arabia 18 – 22 February, 2013
  • 2. }  Sahar Abugharbieh, Project Manager/ADD Projects }  Susan Kistler, Executive Director, American Evaluation Association }  Prior collaborative and funded work from lectures, presentations, research grants, published papers ◦  National Science Foundation, California Endowment, Robert Wood Johnson Foundation, WK Kellogg Foundation, American Evaluation Association/Center for Disease Control, American Educational Research Association, Arizona State University (USA), Claremont Graduate U (USA), Lincoln U (USA), Manchester Metropolitan U Education and Social Research Institute (UK)
  • 3. }  Recognize the relevance and value- addedness of culture in evaluation theory and practice }  Identify strategies for assisting evaluators and agencies in becoming culturally responsive
  • 4.
  • 5. the way of life of a group of people, the complex of shared concepts and patterns of learned behavior that are handed down from one generation to the next through the means of language and imitation. (Barnouw, 1985) the ever-changing values, traditions, social and political relationships, and worldview created, shared and transformed by a group of people bound together by a combination of factors that include a common history, geographic location, language, social class, and religion… (Nieto, 1999)

  • 6. Student Servant Babadi Multi Olwayinda Pan African Pillars of life How do you think about yourself? Think about all of the cultural roles you play and how playing these roles define how you perceive yourself. Identify influences in your world view. How do you think your world view influences what you do personally? Professionally?
  • 7. }  How you define yourself is the template by which you organize the world ◦  Culture and one’s cultural background influences our template(s), decisions, and practices
  • 8.
  • 9. }  Social location of evaluator matters: lived experiences shape assumptions and frames of reference in evaluation process }  Evaluators play roles in furthering social change and justice: we are “more than technicians” but have duty to recognize power relations, challenge systems of inequity
  • 10. }  Avoiding ethnocentrism means embracing multiple cultural perspectives }  Culture is central to the evaluation process }  Culturally and ethnically diverse communities have contributions to make in redefining field of evaluation (Hopson, 2003)
  • 11. }  Evaluation in rudimentary form in developing countries, even among international organizations }  Evaluation as auditing versus examination of how useful and/or appropriate a certain program is for the local community }  Western ideas of what "should" happen become the default priority for organizations }  Difficulties understanding the population's ways of thinking, living, and understanding
  • 12. }  Researchers/evaluators struggle to address cultural conflicts they have encountered }  Culture is either not taken into consideration or it is unknown how to be successfully taken into account }  Culture seems to be something to learn so that one can simply get the evaluation done; it’s not really considered }  Often include cultural communities as passive participants
  • 13.
  • 14. Understand and recognize the larger context for programs or projects Design evaluation with participants in mind Allow for self-determination by stakeholders and program participants Casillas, Hopson, & Gomez (in preparation)
  • 15. Build trust and facilitate communication Understand the evaluation audience and help the audience to understand the evaluation purpose and process Make the evaluation accessible Understand evaluator attributes that may affect professional practice
  • 16. ◦  Demographic, sociopolitical, contextual dimensions ◦  Characteristics as dynamic, multifaceted, learned, created, influenced ◦  From personal to global position ◦  Majority vs. minority ◦  More than about race and ethnicity but inclusive of other identifications (SenGupta, Hopson & Thompson-Robinson, 2004; Nieto,
  • 17. }  Approach/model used to guide evaluation }  System and culmination of evaluation strategies }  Theoretical and political positioned (as are all evaluations)
  • 18. Cultural competence is a stance taken toward culture, not a discrete status or simple mastery of particular knowledge and skills. A culturally competent evaluator is prepared to engage with diverse segments of communities to include cultural and contextual dimensions important to the evaluation. Public Statement on Cultural Competence in Evaluation (American Evaluation Association, 2011) Accessible at www.eval.org
  • 19.
  • 20. Cultural Responsive 7 Collect the data 8 Analyze the data 3 Identify purpose of the evaluation 4 Frame the right questions 1 Prepare for the evaluation 5 Design the evaluation 6 Select and adapt instrumentation 2 Engage stakeholders 9 Disseminate and use the results 20
  • 21. }  Be informed by the sociocultural context of the evaluand, including ◦  History ◦  Formal and informal power relationships ◦  Communication and relational styles }  Assemble an evaluation team whose collective lived experience fits the context of the evaluand. ◦  Evaluator awareness of own cultural values, assumptions, prejudices, stereotypes ◦  Not merely about matching demographics
  • 22. Cultural Responsive 7 Collect the data 8 Analyze the data 3 Identify purpose of the evaluation 4 Frame the right questions 1 Prepare for the evaluation 5 Design the evaluation 6 Select and adapt instrumentation 2 Engage stakeholders 9 Disseminate and use the results 22
  • 23. }  Develop a stakeholder group representative of the population served by program. }  Seek to include persons impacted by the program directly and indirectly. }  Pay attention to issues of power, status and social class. }  Include multiple voices in meaningful preparation process and activities.
  • 24. Cultural Responsive 7 Collect the data 8 Analyze the data 3 Identify purpose of the evaluation 4 Frame the right questions 1 Prepare for the evaluation 5 Design the evaluation 6 Select and adapt instrumentation 2 Engage stakeholders 9 Disseminate and use the results 24
  • 25. }  Document, examine program implementation ◦  How well is the program connecting with its intended consumers? ◦  Is the program operating in ways that are respectful of cultural context? ◦  Are program resources equitably distributed? }  Document, examine progress toward goals ◦  Who is benefiting from the program, and are these benefits equitably distributed? Who is burdened by the program? }  Evaluate overall effectiveness
  • 26. Cultural Responsive 7 Collect the data 8 Analyze the data 3 Identify purpose of the evaluation 4 Frame the right questions 1 Prepare for the evaluation 5 Design the evaluation 6 Select and adapt instrumentation 2 Engage stakeholders 9 Disseminate and use the results 26
  • 27. }  Reflections on embedding culturally competent evaluation in Indian Country ◦  Build understanding of values that underlie programs and projects and create value-added evaluative contribution ◦  Engage stakeholders in participatory manner –  Build ethic of participation and capacity building that values community, relationships, respect ◦  Frame purpose by building conceptual picture/ model ◦  Careful of “too sequential and narrative driven” logic models
  • 28. SANKOFA MODEL ©2010 P. Frazier-Anderson, S. Hood. & R. Hopson. All Rights Reserved.
  • 29. }  Questions of relevance to significant stakeholders }  Determine what will be accepted as evidence }  Notice whose voices are heard in the choice of questions and evidence. }  Reflect on how questions limit what can be learned and how they might be posed differently. }  Notice how different questions may expand understanding. Revise and refine questions. }  Can questions be answered with available resources?
  • 30. Cultural Responsive 7 Collect the data 8 Analyze the data 3 Identify purpose of the evaluation 4 Frame the right questions 1 Prepare for the evaluation 5 Design the evaluation 6 Select and adapt instrumentation 2 Engage stakeholders 9 Disseminate and use the results 30
  • 31. }  Build design appropriate to both evaluation questions and cultural context. }  Seek culturally appropriate mixed methods, combining qualitative and quantitative approaches. }  Try to collect data at multiple points in time, extending the time frame of the evaluation as needed. }  Construct control or comparison groups in ways that respect cultural context and values.
  • 32. Cultural Responsive 7 Collect the data 8 Analyze the data 3 Identify purpose of the evaluation 4 Frame the right questions 1 Prepare for the evaluation 5 Design the evaluation 6 Select and adapt instrumentation 2 Engage stakeholders 9 Disseminate and use the results 32
  • 33. }  Identify, develop or adapt instruments for the local context. }  Establish evidence of reliability and validity. }  Language and content of instruments should be culturally sensitive. }  Use best translation practices, validating both semantic and content equivalence. }  Norms must be appropriate to the group(s) involved in the program.
  • 34. Cultural Responsive 7 Collect the data 8 Analyze the data 3 Identify purpose of the evaluation 4 Frame the right questions 1 Prepare for the evaluation 5 Design the evaluation 6 Select and adapt instrumentation 2 Engage stakeholders 9 Disseminate and use the results 34
  • 35. }  Evaluation of undergraduate STEM research program designed for students of color ◦  Deliberate design of evaluation team intimately connected with program of study and background of program, including similar lived experiences of participants ◦  Questions were sensitive to lived experiences of participants and focused on substance of participant experiences
  • 36. }  Procedures used to collect both qualitative and quantitative data must be responsive to cultural context. }  Nonverbal as well as verbal communications provide keys to understanding. }  Train data collectors in culture as well as technical procedures. }  Recognize how cultural identifications of the evaluation team affect what they can hear, observe.
  • 37. Cultural Responsive 7 Collect the data 8 Analyze the data 3 Identify purpose of the evaluation 4 Frame the right questions 1 Prepare for the evaluation 5 Design the evaluation 6 Select and adapt instrumentation 2 Engage stakeholders 9 Disseminate and use the results 37
  • 38. }  Understanding cultural context is necessary for accurate interpretation. }  A cultural interpreter may be needed to capture nuances of meaning. }  Stakeholder review panels can more accurately capture the complexity of cultural context, supporting accurate interpretation. }  Disaggregate data and cross-tabulate to examine diversity within groups. }  Remember that data are given voice by those who interpret them.
  • 39. Cultural Responsive 7 Collect the data 8 Analyze the data 3 Identify purpose of the evaluation 4 Frame the right questions 1 Prepare for the evaluation 5 Design the evaluation 6 Select and adapt instrumentation 2 Engage stakeholders 9 Disseminate and use the results 39
  • 40. }  Maximize community relevance of findings; invite review by community members prior to dissemination. }  Communication mechanisms must be 
 culturally responsive. }  Inform a wide range of stakeholders. }  Make use consistent with the purpose of the evaluation. }  Consider community benefit and creating positive change.
  • 41. }  Discussion of urban school-to-career intervention program using culturally responsive evaluation approach ◦  Findings disaggregated by gender and age to get breakdown of career attitudes and beliefs for participants ◦  Findings provided to numerous stakeholders in particular ways (e.g. student findings presented in student-friendly manner)
  • 42. }  Culture matters and affects every evaluation }  CRE encourages the consideration of a variety of factors in conducting evaluations in agencies and communities ◦  Consideration of cultural context and factors can provide a more responsive and accurate evaluation
  • 43. Rodney K. Hopson, Professor & Past-President, American Evaluation Association Department of Educational Foundations & Leadership School of Education Duquesne University (Pittsburgh, PA USA) hopson@duq.edu International Exhibition and Forum for Education Riyadh, Saudi Arabia 18 – 22 February, 2013