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Evaluation: A Very Practical Guide
                 Shari Holland, President
           Morningside Research and Consulting

                    February 3, 2012
Purpose
•  To make evaluation accessible
   to your program/organization

•  To help you plan for a
   successful evaluation

Morningside Research and Consulting, Inc.   2
Definition
•  Did my program meet its goals?

•  Did my program have an
   impact?


Morningside Research and Consulting, Inc.   3
Evaluation Spectrum
•  Policy analysis/program review
•  Descriptive statistics
•  Predictive statistics
     – Regression analysis
     – double-blind studies
     – randomized control studies

Morningside Research and Consulting, Inc.   4
Why Do An Evaluation?
•  To get funding (needs assessment)
•  Future planning
•  Funders require it
•  Advocacy
•  Legitimacy/reputation
•  Improve your organization - it’s good
   to know if resources are being used
   wisely
Morningside Research and Consulting, Inc.   5
Evaluation Planning
•  Very important
•  Logic model – inputs, outputs, outcomes
•  Data collection tools
•  Data collection timeline
•  Timing of evaluation activities
•  Better to think about an evaluation
   before implementation, not after the
   program has concluded
Morningside Research and Consulting, Inc.   6
Evaluation Planning
•  What impact will your program have?

•  What data will you need to measure results?

•  Where/how are you going to get the data?

•  Evaluators can be a resource at any time, but
   help with planning is important

Morningside Research and Consulting, Inc.      7
Data Collection Timeline
•  Baseline data is very important
•  Mid-point, after implementation
•  Conclusion of program
•  Follow-up


Morningside Research and Consulting, Inc.   8
Data Collection Considerations
•  Consistency, accuracy and
   timeliness
•  Objectivity
•  Minimize demands on
   participants
•  Ethical considerations
Morningside Research and Consulting, Inc.   9
Simple Evaluation
•  Count and record on paper or computer
   (outputs)
•  Use a camera to record progress perceptions
•  Get testimonials
•  Simple, short survey
•  Observations
•  Each by itself is not an evaluation, but
   contribute to the evaluation
Morningside Research and Consulting, Inc.    10
Video Examples
•    Needs Assessment: Anderson Lane (4:06)
•    http://www.youtube.com/watch?v=BTWlz95BQGg
•    Outputs: Garden (4:08)
•    http://www.youtube.com/watch?
     v=_mFN4CoW4B8&feature=player_embedded
•    Testimonials: SRTS (Austin SRTS) (3:28)
•    http://www.youtube.com/watch?v=3xgOuVvWFtw
•    Outcome: SRTS (Netherlands biking) (4:45)
•    http://www.youtube.com/watch?
     v=qZmpVy068bo&feature=player_embedded
Morningside Research and Consulting, Inc.         11
Needs Assessment: Anderson Lane




Morningside Research and Consulting, Inc.   12
Outputs: Garden
http://www.youtube.com/watch?
v=_mFN4CoW4B8&feature=player_embedded




Morningside Research and Consulting, Inc.   13
Outcomes: SRTS




Morningside Research and Consulting, Inc.   14
Outcomes: SRTS




Morningside Research and Consulting, Inc.   15
Short, Simple Survey
•  Don’t be afraid to ask about your program
•  Simple is good – i.e. 5-10 questions, one-
   page
•  Don’t ask (or JUST ask) if they like your
   program
•  Ask how their behavior will change:
      –  Would they come back?
      –  How likely are you to tell your friends about us?
      –  Are you going to use what you learn?
Morningside Research and Consulting, Inc.                    16
Survey Considerations
•  Length
•  Clarity
•  Simplicity
•  Questions – scaled vs. open-ended
•  Scale
•  Test your survey
Morningside Research and Consulting, Inc.   17
Surveys
•  Anything more than a few questions and a
   few people becomes more complicated and
   there are more considerations:
     –  Representative sample
     –  Bias
     –  Response rate
     –  Validity/reliability




Morningside Research and Consulting, Inc.   18
Survey Examples




Morningside Research and Consulting, Inc.   19
Interviews
•  Anecdotes vs. testimonials vs. interviews
•  Better to survey 100 people than interview
   25
•  Consistency
•  Ask about positives AND negatives




Morningside Research and Consulting, Inc.       20
Presenting Results
•    Show it works
•    Use visuals – charts and graphs
•    Show the number of people affected
•    Show changes in attitude
•    Know your audience
•    Keep it as simple as possible
•    Neat, spell-checked, etc.

Morningside Research and Consulting, Inc.   21
External Evaluation
•  How important is it to have an external
   evaluation?
•  Objectivity and lack of conflict of
   interest
•  Internal is better than nothing
•  How to choose an external evaluator
•  Evaluation software
Morningside Research and Consulting, Inc.   22
Cost of an Evaluation
•  5-15% of program budget is a
   VERY rough guide
•  Cost is really based on what
   you want to know and how
   difficult it is to collect the data

Morningside Research and Consulting, Inc.   23
Cost of an Evaluation
•  How to keep costs down:
     –  Hire a graduate student in the field or get an
        intern
     –  Partner with a professor in the field
     –  Find an organization willing to mentor your
        organization
     –  Hire an evaluator for planning and conduct the
        evaluation internally

Morningside Research and Consulting, Inc.                24
SRTS Evaluation Results
•  Walking did increase
•  Geography of the school had the most
   impact
•  Older students walk more
•  Race/ethnicity was mixed
•  Kids asking their parents is the most
   effective outreach
Morningside Research and Consulting, Inc.   25
SRTS Evaluation Results
•  Evaluation Challenges
     – Citation data
     – Parent survey thrown out
     – Lack of middle school data
     – What to do about kindergartners?


Morningside Research and Consulting, Inc.   26
Your Examples
•  What would you like to evaluate?
•  What has been easy with your
   evaluation?
•  What has been difficult?
•  Questions?

Morningside Research and Consulting, Inc.   27
Session Evaluation
•  What do I want to know?

•  Why did I choose the questions
   I did?


Morningside Research and Consulting, Inc.   28
Contact Information
Shari Holland, President
Morningside Research and
  Consulting
(512) 302 4416
sholland@morningsideresearch.com

Morningside Research and Consulting, Inc.   29

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Practical Guide to Planning and Conducting Program Evaluations

  • 1. Evaluation: A Very Practical Guide Shari Holland, President Morningside Research and Consulting February 3, 2012
  • 2. Purpose •  To make evaluation accessible to your program/organization •  To help you plan for a successful evaluation Morningside Research and Consulting, Inc. 2
  • 3. Definition •  Did my program meet its goals? •  Did my program have an impact? Morningside Research and Consulting, Inc. 3
  • 4. Evaluation Spectrum •  Policy analysis/program review •  Descriptive statistics •  Predictive statistics – Regression analysis – double-blind studies – randomized control studies Morningside Research and Consulting, Inc. 4
  • 5. Why Do An Evaluation? •  To get funding (needs assessment) •  Future planning •  Funders require it •  Advocacy •  Legitimacy/reputation •  Improve your organization - it’s good to know if resources are being used wisely Morningside Research and Consulting, Inc. 5
  • 6. Evaluation Planning •  Very important •  Logic model – inputs, outputs, outcomes •  Data collection tools •  Data collection timeline •  Timing of evaluation activities •  Better to think about an evaluation before implementation, not after the program has concluded Morningside Research and Consulting, Inc. 6
  • 7. Evaluation Planning •  What impact will your program have? •  What data will you need to measure results? •  Where/how are you going to get the data? •  Evaluators can be a resource at any time, but help with planning is important Morningside Research and Consulting, Inc. 7
  • 8. Data Collection Timeline •  Baseline data is very important •  Mid-point, after implementation •  Conclusion of program •  Follow-up Morningside Research and Consulting, Inc. 8
  • 9. Data Collection Considerations •  Consistency, accuracy and timeliness •  Objectivity •  Minimize demands on participants •  Ethical considerations Morningside Research and Consulting, Inc. 9
  • 10. Simple Evaluation •  Count and record on paper or computer (outputs) •  Use a camera to record progress perceptions •  Get testimonials •  Simple, short survey •  Observations •  Each by itself is not an evaluation, but contribute to the evaluation Morningside Research and Consulting, Inc. 10
  • 11. Video Examples •  Needs Assessment: Anderson Lane (4:06) •  http://www.youtube.com/watch?v=BTWlz95BQGg •  Outputs: Garden (4:08) •  http://www.youtube.com/watch? v=_mFN4CoW4B8&feature=player_embedded •  Testimonials: SRTS (Austin SRTS) (3:28) •  http://www.youtube.com/watch?v=3xgOuVvWFtw •  Outcome: SRTS (Netherlands biking) (4:45) •  http://www.youtube.com/watch? v=qZmpVy068bo&feature=player_embedded Morningside Research and Consulting, Inc. 11
  • 12. Needs Assessment: Anderson Lane Morningside Research and Consulting, Inc. 12
  • 14. Outcomes: SRTS Morningside Research and Consulting, Inc. 14
  • 15. Outcomes: SRTS Morningside Research and Consulting, Inc. 15
  • 16. Short, Simple Survey •  Don’t be afraid to ask about your program •  Simple is good – i.e. 5-10 questions, one- page •  Don’t ask (or JUST ask) if they like your program •  Ask how their behavior will change: –  Would they come back? –  How likely are you to tell your friends about us? –  Are you going to use what you learn? Morningside Research and Consulting, Inc. 16
  • 17. Survey Considerations •  Length •  Clarity •  Simplicity •  Questions – scaled vs. open-ended •  Scale •  Test your survey Morningside Research and Consulting, Inc. 17
  • 18. Surveys •  Anything more than a few questions and a few people becomes more complicated and there are more considerations: –  Representative sample –  Bias –  Response rate –  Validity/reliability Morningside Research and Consulting, Inc. 18
  • 19. Survey Examples Morningside Research and Consulting, Inc. 19
  • 20. Interviews •  Anecdotes vs. testimonials vs. interviews •  Better to survey 100 people than interview 25 •  Consistency •  Ask about positives AND negatives Morningside Research and Consulting, Inc. 20
  • 21. Presenting Results •  Show it works •  Use visuals – charts and graphs •  Show the number of people affected •  Show changes in attitude •  Know your audience •  Keep it as simple as possible •  Neat, spell-checked, etc. Morningside Research and Consulting, Inc. 21
  • 22. External Evaluation •  How important is it to have an external evaluation? •  Objectivity and lack of conflict of interest •  Internal is better than nothing •  How to choose an external evaluator •  Evaluation software Morningside Research and Consulting, Inc. 22
  • 23. Cost of an Evaluation •  5-15% of program budget is a VERY rough guide •  Cost is really based on what you want to know and how difficult it is to collect the data Morningside Research and Consulting, Inc. 23
  • 24. Cost of an Evaluation •  How to keep costs down: –  Hire a graduate student in the field or get an intern –  Partner with a professor in the field –  Find an organization willing to mentor your organization –  Hire an evaluator for planning and conduct the evaluation internally Morningside Research and Consulting, Inc. 24
  • 25. SRTS Evaluation Results •  Walking did increase •  Geography of the school had the most impact •  Older students walk more •  Race/ethnicity was mixed •  Kids asking their parents is the most effective outreach Morningside Research and Consulting, Inc. 25
  • 26. SRTS Evaluation Results •  Evaluation Challenges – Citation data – Parent survey thrown out – Lack of middle school data – What to do about kindergartners? Morningside Research and Consulting, Inc. 26
  • 27. Your Examples •  What would you like to evaluate? •  What has been easy with your evaluation? •  What has been difficult? •  Questions? Morningside Research and Consulting, Inc. 27
  • 28. Session Evaluation •  What do I want to know? •  Why did I choose the questions I did? Morningside Research and Consulting, Inc. 28
  • 29. Contact Information Shari Holland, President Morningside Research and Consulting (512) 302 4416 sholland@morningsideresearch.com Morningside Research and Consulting, Inc. 29