“Whatever you cannot understand, you cannot possess.”
- Johann Wolfgang von Goethe

Understand What’s Involved

Evaluation requires a structured and systematic approach to collecting and analyzing data. Establishing your focus and getting organized involves these steps:

  1. Write an evaluation objective statement
  2. Define the target population
  3. Identify the evaluation type and design to use
  4. Choose suitable methods for collecting data
  5. Create a timeline of tasks and resources
  6. Design and test instruments
  7. Collect raw data
  8. Process and analyze the data
  9. Write an evaluation report

Tip: An evaluation plan should be developed at least 2 to 3 months before the time you expect to begin the evaluation so that you have ample time to have the plan reviewed, make any necessary changes, and test out information collection procedures and instruments before collecting data. Do not begin collecting evaluation information until the plan is completed and the instruments have been pilot-tested. 1

The table below explains the purpose and output of each of these steps.

Step Purpose and Definition Output
1. Write an evaluation objective statement To focus your evaluation purpose. This is a description of what you want to know from the evaluation, and how you plan to go about finding out. Without objectives, evaluators are unfocused and do not know what to measure. The objective will vary depending on the aspect of the program that is being evaluated.
 

A well-written and clearly defined objective that includes these elements:
 
• What will be Determined
The information you desire to know as a result of the evaluation.
 
• From Whom
The number and types of people or sources from which you will gather evaluation information.
 
• How
The methods by which the “what” will be achieved; the information collection. Information collection can involve a spectrum of approaches – from counting the number of services, to completing a survey, to conducting focus groups, to using a standardized test that will result in a quantifiable score.
 
•  By Whom
The number and specific characteristics of the persons who will gather the evaluation information.
 
•  When
The timeframe in which you expect the evaluation activities to take place.

For more about writing objectives, visit the next installment of The Power of Proof: Writing Evaluation Objectives.
2. Define the target population The target population is the group you plan to reach or evaluate. A description of the participant population like:
 
All persons from County XYZ who visited the clean indoor air booth at the local health fair.
3. Identify the evaluation type and design to use The evaluation “type” defines what you would like to evaluate about the program, like the formation of one of the activities, or an outcome. The “design” determines the methods you will use to gather the information that will answer your questions about things like the program’s formation and outcomes.
 
A choice of evaluation type and design is made based on these three criteria:
•  Your program goals
•  The purpose of your evaluation
•  The questions you want answered
 
For more about evaluation types and designs, review Evaluation Types and Designs in the next section.
An evaluation format that can be easily described and depicted, for use in sharing with the target population and other groups interested in the evaluation.
4. Choose suitable methods for collecting data There are two general methods of collecting data for program evaluations – qualitative and quantitative.
 
•  Qualitative methods include open-ended collection techniques like personal interviews, focus groups, and observation.
 
•  Quantitative methods are ways to collect data that can be translated into numbers. Such methods include paper-and-pencil questionnaires, web-based questionnaires, and interviewer-administered questionnaires.

The purpose of choosing suitable methods is to ensure that they will produce the type of information you are looking for.
 
For more about data collection methods, go to The Power of Proof: Data Collection.
A listing of quantitative and/or qualitative sources of information that meets your evaluation objective and suits the abilities and other requirements of your target audience.
5. Create a timeline of tasks and resources Evaluations require careful organization of tasks and resources to be successful. Every evaluation should have an organized timeline that clearly identifies who will do what, when, and using which resources.
 
For more on the kinds of resources required to conduct evaluations, review Gather the Necessary Resources and Decide Who Will Conduct the Evaluation in later sections.
A timeline that includes elements like the following:
 
•  Activities
The task(s) or job(s) that will accomplish the objective
 
•  Person(s) responsible
The person who is responsible for completing the activity.
 
•  Required resources
Needed and available resources and support for completing the activity.
 
•  Timeframe
The duration of the activity, including start and end dates. As the activity progresses, note any change of dates with explanation.
6. Design and test instruments Data collection instruments (e.g., questionnaires) should be designed so that they are appropriate for the target population and the chosen methods for collecting the information. It is particularly important to attend to the developmental level and literacy of the target population. For interviews and focus groups, you will need interview guides. For surveys, you will need questionnaires. For record reviews, you will want a form on which to record the information you find.
 
Once instruments are designed, they should be pilot-tested (ideally with a subset of the target population) to ensure that they are clear and acceptable.
A list of tested instruments that are suitable for the objective, culturally sensitive, and otherwise appropriate for the target population.
7. Collect raw data Raw data are simply the information you collect as you run the program, like the number of people who came to your location or the number of items you have distributed. Raw data is collected from members of the target population that is not yet processed or analyzed. Original information that can be verified with participants and that can be referenced if there are questions about compiled results.
8. Process and analyze the data After evaluation data are collected, they must be organized in a way that allows you to gather meaning from them. Analysis should be conducted at various times during the course of the evaluation to allow you and your staff to obtain ongoing feedback about the program. This feedback will either validate what you are doing or identify areas where changes may be needed.2 •  Summaries that are easily understood for the purpose of sharing the results with a variety of populations.
 
•  Qualitative outputs will include groups of quotes and charts showing how information appears to be linked from the perspective of the target population.
 
•  Quantitative outputs will include tables, graphs, charts, and other easily understood summaries.
9. Write an evaluation report For all evaluations, a report should be written to communicate the results, progress toward goals, description of the methods used to arrive at the results, and details about how the results are going to be used. A written report that includes these elements:
 
•  Introduction
•  Explanation of evaluation purpose
•  Methods used
•  Description of the participants
•  Data gathered
•  Results
•  How results will be used to improve the program
 
 

--------------- 
1. Source: Child Outcomes Research and Evaluation Team. (n.d.). What should you include in an evaluation plan? In The program manager's guide to evaluation. Retrieved January 25, 2004 from the Administration for Children and Families web site.

2. Source: Child Outcomes Research and Evaluation Team. (n.d.). What is program evaluation? In The program manager's guide to evaluation. Retrieved January 25, 2004 from the Administration for Children and Families web site.
 

 

 
Search TTAC