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May 12 2020

Sampling: What does “representative” mean during and after coronavirus?

Since the reality of coronavirus set in back in March, our RK&A team has been having a lot of conversations about study design.  Museum closures and social distancing have greatly impacted the way we do our work as evaluators.  They have affected our clients, project timelines, data collection methods, and access to study respondents in one of our most frequent settings—the museum floor.  Sampling has always been one of the top questions we are asked about, and it is something we very carefully consider when designing our studies, no matter if the study is small or large (see, for example, our previous posts on sampling transparency and sample sizes for qualitative and quantitative studies). One question I have been wrestling with lately in light of coronavirus is the idea of capturing a “representative sample”—that is, a sample that shares the same characteristics of the museum’s visiting population (or whatever population we are seeking for a particular study).

Often, when we recruit visitors for a study at a museum, we use a random sampling approach.  The data collector imagines an invisible line on the floor, intercepts the first visitor to cross over that line, and asks them to participate in the study.  After completing the interview or questionnaire with the visitor, the data collector returns to their recruitment location and selects the very next person to cross their imaginary line.  The rationale for random sampling is that it is more likely to result in a sample that mirrors the museum’s visiting population (for more on sampling protocols, see Amanda’s post here). We use additional measures like comparing observable characteristics (i.e., estimated age and group composition) of visitors who decline to participate (our refusal sample) in the study with the sample characteristics to understand potential gaps in our sample.  All of this information can be placed within the context of a museum’s known visitor demographics (from audience research or other sources) to understand whether a study sample is representative of the museum’s visiting population.

Under pre-pandemic circumstances, this is all well and good.  But now, with the uncertainty of what visitation will look like over the coming months and potentially years as museums phase into reopening with limitations on visitor capacity and new social distancing measures, I wonder what does a “representative sample” mean now?  Are we aiming for our study samples to be representative of the visitor population before the coronavirus?  I’m not sure how useful that is considering visitation will probably not return to what it was pre-pandemic, at least not for quite a while.  In addition to reduced numbers, it would not be surprising to see demographic shifts in visitation in response to the pandemic (e.g., fewer vulnerable groups, like adults over 60).

Two circles show examples of museums' visiting populations before and after coronavirus. There is a higher number of people in the pre-coronavirus example, and fewer people in the post-coronavirus example.

We always strive for rigor in our evaluations, and responsiveness and transparency in study design are equally important as we learn to adapt to our ever-changing world.  As Heather Krause of Towards Data Science wrote in a recent blog post, “The goal is to retain as much value in the data you currently have and analyze and understand it in ways that make sense now.”  I don’t yet have an answer for what a “representative sample” will mean for our upcoming studies, and I think the answer may vary based on the museum, exhibition, or program.  Still, I can be responsive to both the circumstances of the pandemic and the needs of our clients by having frank conversations about sampling and what information will be most meaningful and actionable.  And, I can make decisions and approaches clear in our evaluation plan and reporting so that we are all on the same page about what the data does and does not represent.  I look forward to working toward a clearer understanding of what “representative” means for sampling in the coming months.

The post Sampling: What does “representative” mean during and after coronavirus? appeared first on RK&A.

Written by cplysy · Categorized: rka

May 11 2020

How to Write Good Evaluation Questions

 

Evaluators ask questions. All the time. We ask questions in focus groups, we write questions in surveys, we pose questions to our datasets. But the questions that really drive our work are evaluation questions.

What are evaluation questions?

Person

Evaluation questions focus data collection. They are what our stakeholders need to answer. When they have the answer to these questions, they can tell their stories. As we’ve written, evaluation questions are the high-level questions an evaluation is designed to answer.

Knowing the definition of “evaluation question” is one thing; writing them is another. It can be challenging to write questions at just the right level, that will provide guidance for choosing methods and developing data collection tools, and will actually yield the information to satisfy stakeholders.

Keep these points in mind, and you’ll be off to a good start.

Evaluation questions are informed by the evaluation purpose

Why are you doing this evaluation? Is it to support new policy development? Is it to inform a decision about spreading or contracting a program? Whatever the reason, that purpose will guide the evaluation question development. For example, an evaluation that is intended to demonstrate accountability will likely have an evaluation question around meeting the funder’s requirements.

Write evaluation questions with your stakeholders

Stakeholder engagement is key throughout evaluation projects. Working closely with program leaders and operational staff will ensure that the questions you develop together are the right questions. There is no point in writing what you think are great questions if they don’t meet stakeholders’ needs. Group writing is hard—in your evaluation planning session, don’t worry about getting every word perfect. Make sure you understand the concept that is important, then finesse the language on your own.

Stay open

Evaluation questions should be open-ended (except when they don’t need to be… see our post on why the answer to so many evaluation methodology questions is “it depends”). Open-ended questions give room for a range of possible answers.

  • Close-ended question: Did participants enjoy the program?

  • Open-ended question: How do participants characterize their experience?

See how that second question gives room for a range of responses beyond “yes” and “no”? This second question brings the opportunity for nuanced data that yields deeper insights; that depth is what makes a good evaluation question.

Evaluation questions are not survey questions

Survey questions are very focused, while evaluation questions are broader. Multiple survey questions may be used to answer an evaluation question. If the question you write feels like something you’ve answered before in a survey, you haven’t written an evaluation question. Climb up a level and rewrite.

  • Survey question: How satisfied are you with the timeliness of the email from your support worker?

  • Evaluation question: To what extent are services delivered in a timely fashion?

The data from that survey question can be one of the indicators you use to answer the evaluation question.

Evaluation questions may have multiple indicators

Strong evaluations employ triangulation; that is, multiple views on the same question. One evaluation question may be answered by a combination of two, three or more indicators, relying on multiple methods of data collection.

  • Evaluation question: To what extent is the program having a positive impact on families?

  • Indicators:

    • Parents’ self-reported ability to attend training classes

    • Youth mental health scores

    • Changes in number of hours spent together each week

Together, this suite of indicators provides more reliable insight into the program’s impact than one indicator alone.

How many evaluation questions?

Well, it depends. For a very comprehensive evaluation of a major initiative, more evaluation questions may be required. You may need fewer questions for a simpler project. A general guideline is between five and seven evaluation questions, but it’s not uncommon to see between three and ten. Remember, every evaluation project is different—the main goal is to ensure that stakeholders’ information needs are met, but we must also consider feasibility. If your capacity to collect data, whether through existing resources or by hiring external help, you will likely need to stick with fewer evaluation questions.

Themes can help

Evaluation questions can be clustered in themes that are relevant to the purpose of the evaluation and the nature of the initiative. For example, my evaluation firm has worked on several healthcare projects that rely on a quality matrix for health. That matrix provides a common language and shared concepts throughout healthcare partners, so we use themes like accessibility and appropriateness to guide our evaluation questions. If your organization has a strategic plan or shared goals, those may be key to guiding your evaluation question development. Or look to other frameworks, like the RE-AIM framework, for inspiration on evaluation question themes.

Edit, edit, edit, then step back

Language matters when writing good evaluation questions. Changing just one word can mean the difference between clarity and ambiguity. Use the writing process that works for you, whether that’s working on paper, consulting with a colleague, or staring each word down until you find the absolute perfect alternative. If you’re a true evaluation nerd, there is immense satisfaction in writing the very best question you can. But remember, perfection is not always possible or practical, and just like that last literature review you wrote, sometimes you just need to call it done and move on.

How do you know when you have it right?

You’ll know you have near-perfect evaluation questions when:

  • Together, their answers will tell a high-level story of the initiative being evaluated

  • You have between three and ten questions

  • The questions cannot be answered by a simple yes/no, or by a number

  • Indicators and methods are already suggesting themselves

  • Your stakeholders (and you!) breathe a sigh of relief when they read them

  • For an extra round of review, try this checklist from the CDC 

What comes next?

After you’ve crafted fantastic evaluation questions, you’ll move on to selecting indicators and data collection methods. In doing so, you may need to revisit your evaluation questions and make minor modifications, or even add or remove questions altogether.


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Written by cplysy · Categorized: evalacademy

May 08 2020

How I use Notion for Project Management

Notion calls
itself an all-in-one workspace for notes and documents, wikis, tasks and
projects, and spreadsheets and databases. Although I still prefer Todoist as my
task manager (I wish Todoist and Notion could integrate!), Notion has become my
project management software tool.

I’ll admit: the learning curve on Notion was a bit rough at
first. It took a while to understand how the databases work, how pages fit in
with databases, navigating the workspace, and collaborating with others. I
doubt I am using Notion to its full potential right now. But right now, it’s
working perfectly fine for what I want it to do.

Below, I will detail four ways I am using Notion: tracking publications, my thesis students’ progress, summer goals, and notes about the courses I teach. (Click on the links to go straight to that section.)

Notion for tracking publications

This is the simplest way I am using Notion is through tracking my publication pipeline. I found a template on Notion and adapted it to my needs. After reading a recent blog post by Chelsea Hetherington, I added tracking the journal, publication date, PDF, and journal URL. I imagine this will be useful for sharing publications when people ask me for the PDF or location of an article. Use this template to track your publication timeline by clicking the “duplicate” button on the top right of the page here.

Below are the two views I currently use for my publication timeline. The first is the table view, in which I can easily see my role, status, and publication information.

The second is the timeline view, in which I see it based on what status the publication is in. Note that under “Properties” I could choose to add showing my role of the publication if I so choose.

Notion for tracking theses

I adapted the same timeline template above for tracking
theses across the main stages of the thesis (ideas, proposal, data collection, data
analysis/reporting, finalizing). Names are crossed out for privacy.

Each thesis student has their own page so I can track them
along the timeline. On this page, we can add comments to each other, add a wiki
or notes, link to other pages, and so much more.

The bottom link is the most important. This links to another
page that is a more detailed tracker of their thesis. I have a template based
on the general timeline to get students finished by graduation within the two
year program. I let the student track and add things to this timeline and keep
us updated. For example, this student ended up creating a table to organize
their thesis literature, which was added to the template. Use
the template for this thesis tracker by clicking the “duplicate” button on the
top right of the page
.

Notion for tracking summer goals

After taking a workshop by Cathy Mazak on staying on top of
summer writing for academics, I sat down with my list of projects for the
summer, developed all the tasks needed to accomplish those goals, and created a
rough timeline of when each task should get done. Use
the template for this goals tracker by clicking the “duplicate” button on the
top right of the page
.

I have many views I use for this tracker. I like to View All
when I’m adding new tasks.

I like to view by Status to hone in on what I am currently
working on this week. I plan this out every Sunday to ensure I’m always moving
projects forward.

I like to view by Due Date to get a general sense of what I’ve
accomplished each month and make sure no month is too heavy.

Lastly, I like to also look by Project to see the list of
tasks for each project. Notice I can change the properties shown as well as the
sort and filter. If I only want to see tasks that aren’t “Done” or for a single
project, I can use the Filter feature. If I want to sort by due date or task
status, I can use the Sort feature.

Lastly, there is a calendar view that I could use, but
I haven’t found that useful because I prefer to add these tasks to my to-do
list on Todoist and track the individual tasks there instead. So I usually only
look at this once a week.

Notion for tracking course notes

Lastly, I have been using Notion to keep notes on all the
revisions and notes I make about my courses throughout the semester and as I’m
prepping. I had not yet found a satisfactory way to track these notes and
thoughts until now! Whenever I have a thought, I can just post it here, add
which class(es) the note refers to, add a URL if necessary, and even add more
comments and notes by converting the note to a page (the third and fourth items
have a page icon on the left, which indicates there are comments inside as a
page). I can then check off if I’ve reviewed the content already for when I’m
doing course revisions. As you can see, I’ve already reviewed all the material
for PSYC 570 which I’m teaching over the summer (a course on interpersonal
effectiveness which I’m incredibly excited about!). Use
the template for this course notes tracker by clicking the “duplicate” button
on the top right of the page
.

If you find these templates useful or have questions, let me know in the comments below!

Written by Dana Wanzer · Categorized: danawanzer

May 08 2020

Arts-Based Data Collection Techniques

 

Recently, Jennica Nichols and Maya Lefkowich (of AND Implementation) hosted a Canadian Evaluation Society (CES) webinar about using art as a data collection method. The webinar was fun and interactive and included (you guessed it) hands-on examples of how to use arts-based techniques and how to modify them for an online audience. Without rehashing the entire webinar (CES members can re-watch it here: Using Art in Creative Data Collection and Evaluation), I wanted to share the most salient points and how we, here at Eval Academy and Three Hive Consulting, have and will put them to use. 

Why

Arts-based techniques can be used to get audiences to open-up or explore topics that can be hard to put into words. Jennica and Maya suggested using art-based methods for exploring relational meaning. In other words, they are important when: a) exploring concepts in context is important; b) needing to make connections between two distinct ideas (e.g. how the social determinants of health may mediate a program’s impacts), or; c) exploring emotions or experiences that are hard to put into words. They also noted that arts-based methods allow for many ways of knowing, moving beyond text and words to think about how things are connected in space or time or can be represented in a tactile manner.

Arts-based methods also allow participants to make more spontaneous or out-of-the-box associations between ideas. They push us out of our comfort zones and encourage different forms of expression.

What

Arts-based data collection techniques are inherently participatory methods, involving the artist in the creation and interpretation of data. They are inductive techniques, meaning that they are meant to be used for exploring ideas or describing concepts. These techniques start with observations (the art!) then work with the participants to understand the meanings and conclusions that can be drawn from the art.

There are 5 main arts-based data collection techniques:

  1. Literary (e.g. poetry)

  2. Performative (e.g. interpretive dance, theatre)

  3. Visual (e.g. pictures, collage)

  4. Audiovisual (e.g. film, video)

  5. Multimedia (e.g. graphic novel, art installation)

Multimethod techniques make use of two or more arts-based methods.

In the webinar, Maya and Jennica stressed that arts-based data collection techniques are not art nor art therapy, as they aim to answer specific questions and take the information outside of the data collection space to inform decisions. In arts-based data collection techniques the description or explanation of the art is used as data, rather than the art itself.

How

Like other data collection techniques, arts-based methods require consent from participants. Because participants won’t know what they’ve created and how they feel about it being used before they’ve made it, Maya and Jennica suggest obtaining consent before the data collection begins and again once it is completed. They also suggest creating a clear consent checklist to provide participants options for how their art is used, including a discussion of if/how the participant want to be credited for what they’ve created (authorship). Check out Eval Academy’s information sheets and consent forms in our tools section – they can be downloaded and modified for this! Because the narrative behind the art is what is being evaluated, it is important to present the description alongside the art.

Before diving into creating art, it is important to develop a solid foundation with the participants. Give participants permission to be silly and creative. Maya and Jennica suggested setting the tone from the beginning of the session, tell a joke and set appropriate boundaries. Discuss the purpose of the session, let participants know what is expected of them, and how the art they create will be used. Before starting the activity, provide participants with clear prompts or questions they are to focus on when creating their art and set appropriate amounts of time for each of the activities. Too much time can cause participants to become stressed about adding more details or filling the space. Consider providing visual or auditory reminders of the prompt or question during the session to re-focus participants.

Once participants have created their artwork, the important work begins. Remember, when using arts-based data collection, the narrative or description behind the art is the data we are seeking to collect. Follow up with interviews or focus groups to understand the meaning or outcomes that came from the process of creating. Ask questions to illuminate underlying connections, assumptions, values, or ideas. 

After the process is complete, revisit consent with each of the participants. Check if and how they are ok with you sharing their art and the narrative that goes along with it. Be clear about how and where the information will be shared.

Organization Tips:

  • Make sure you have all the tools you need before your session

  • Don’t assume that participants have access to items such as cameras, markers, glue, or other supplies

  • Prepare your questions and test the timing of your activities in advance

Tips for conducting online sessions:

  • Consider supplying the questions and supplies in advance of the session. Mail participants packages or provide the log in information for online platforms so that people can become familiar with them in advance

  • Build in extra time to orient people to using the online software.

  • Use Zoom polls or break out rooms to encourage reflection

  • Consider whether to follow up in groups or one-on-one; much like deciding between a focus group and an interview, the nature of the data you wish to collect should drive your decision


How We’ve Used Art-Based Techniques

Here at Eval Academy and Three Hive Consulting, we are big fans of using creative approaches in our evaluation practice. Our core values include being creative in our work, both to engage our clients and evaluation participants, and as a way to generate new ideas.

To get un-stuck and re-imagine the evaluation experience for our clients.

Recently, we opened our annual team retreat with an activity designed to help us channel our inner four-year-old to get silly and lower our creative inhibitions. Next, we doodled our way through a visioning exercise to help us re-imagine the evaluation experience for our clients. While a small flood prevented us from completing the second half of the exercise, we gained a pretty clear picture of the barriers to evaluation our clients might face.

As part of focus-groups and workshops.

We’re also a big fan of using the At My Best strengths cards which have pictures on the front and a single word on the back to do photo-elicitation techniques. We’ve used them in workshops to get participants to open up, to help jumpstart the outcome mapping process with program funders, and with health partners to develop an approach for complex patients. Interestingly, in our experiences using these cards, in every session at least one person can’t get the idea of using the photo and must flip the card over to use the words.

To understand the impacts of a program on children.

We used visual data collection methods in a feedback session with children and youth, allowing participants to give visual and verbal feedback. Children rotated through a series of flip charts with a question posed at the top. Facilitators helped the children interpret the questions and clarified the meanings of the images. One big thing we learned at these sessions were to use washable markers with children.

How we might be using these methods in the future

In a previous article, we explored using virtual reality tools to augment evaluation, including in data collection (check out: Visual Storytelling Though Augmented and Virtual Reality) and I know we are just waiting for the right project to try this out with.

As we may not be meeting in person any time soon, we can use arts-based data collection techniques to better understand our participant’s experiences. Literary, visual and audiovisual methods can create a starting point to capture and understand participants’ stories in today’s virtual world. Because we can’t be in person to build rapport, arts-based techniques can create a common and safe starting point to explore ideas with participants.

And finally, in a recent team-building effort, we took a few hours off to play Pictionary and some other online drawing games as a team. After the fun and games, we noticed a few of us were in creative and out of the box mindsets and had a pile of new ideas. Using arts-based techniques to break out of our routines and explore new ways to approach our evaluation practice will be a trick we continue to use with our team.


Connect with AND Implementation on social media:

Instagram: @andimplementation | Twitter: @and_implement | Website: andimplementation.ca


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Written by cplysy · Categorized: evalacademy

May 07 2020

It’s in the cut of the cloth

photo of hot air balloons in flight against a clear blue sky
Photo credit: davide25 https://www.needpix.com/photo/download/240225

Last fall at my business retreat, I did a guided visualization. As I began drawing what I hoped my year ahead would become, I imagined my clients as hot air balloons — vibrant and taking flight — and my role of supporting their work like the blasts of hot air that help them lift. Yet something felt off about that metaphor, and not just because I didn’t relish the idea of being compared to hot air and the implication that had for team capacity building.

Awe-inspiring flight happens after construction is complete

Maybe because I’ve only ever seen hot air balloons from a distance, my memory of them leans towards vibrant orbs, sometimes illuminated, gracefully soaring in the air. I kept working through this image of the hot air balloon, and thinking about what goes into a successful flight. What came to mind was the construction of the balloon itself, how it is sewn, the importance of fabric; and that my personal mission is to be a weaver of a fabric for a stronger community.

Your most fundamental asset is your team

Great leaders build great teams, and consider people as their most important asset, So I went down a rabbit hole, searching the web for images of people constructing balloons (aka the envelope), and started to consider the metaphor of the team as the fabric of each amazing structure. My image of the work that I do, and capacity building in general, looks something like the image below of Keith Sproul hard at work on one of his many hand-made hot air balloons: detailed planning with carefully selected and thoughtfully trimmed sections of fabric, painstakingly arranged and sewn section by section. This vision reminded me of the effort that goes into building teams: how much red or blue or yellow; which shape or pattern; and how to connect everyone for both durability and vibrance.

Keith Sproul at a sewing machine with a large balloon, that he is sewing, laid out next to him.
Photo credit: Ali Szabo, with permission from Keith Sproul. Enjoy many photos of the construction of this balloon here. (source)

The anatomy of a great team — or balloon — is fundamental

Did you know that hot air balloons are the oldest form of flight? And despite all the changes and innovations over the years the fundamental structure of a hot air balloon — and also a team — has not changed: you have to create a thoughtful, solid structure to take flight.

Careful construction can’t be ignored: hasty sewing, ignoring plans, and the like would inevitably lead, at best, to a balloon that never takes flight; and, at worst, catastrophic results. The same is true for your team.

Consider this: When you are thinking of the goals of your project, the dream as it were, imagine the vibrancy and then let your imagination zoom in on the detail. How are you providing structure to your team so it can achieve the vibrant success you imagine?

A photo from Keith Sproul’s hot air balloon at a festival
Photo credit(source): Keith Sproul at the Red Rock Red Rock Balloon Festival Gallup, New Mexico in 2017. More pictures: http://www.skychariot.com/gallup.html

Written by cplysy · Categorized: betsyblock

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