WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental...

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WELCOME to the webinar DEVELOPMENTAL EVALUATION06 December 2011 This Live Webinar will start at 11:30 AM, New York time. All microphones & webcams are disabled and we will only enable microphones during the Q&A portion. Therefore, you will not hear any sound/noise till the beginning of the webinar.

Transcript of WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental...

Page 1: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

WELCOME to the webinar

“DEVELOPMENTAL EVALUATION” 06 December 2011

This Live Webinar will start at 11:30 AM, New York time.

All microphones & webcams are disabled and we will only enable microphones during

the Q&A portion.

Therefore, you will not hear any sound/noise till the beginning of the webinar.

Page 2: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Series of 17 live webinars on

“Equity-focused Evaluations” Interact live with 28 world-level evaluators

This new series of webinars will address the challenges and

opportunities in evaluating the effects of policies, programmes

and projects to enhance equitable development results, with a

special focus on the effects to the most excluded, marginalized

and deprived groups.

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“Evaluation for Equitable Development Results”

will be available early 2012

Available in MyM&E

Page 4: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

The book will be available at MyM&E Virtual Library

www.mymande.org

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Colin KIRK

Penny HAWKINS

Evaluation to accelerate progress towards

equitable development

6 September 2011

9:30 AM NY time

Belen SANZ

Flaminia MINELLI

Human rights and Gender equality in evaluations

21 September 2011

9:30 AM NY time

Marco SEGONE

Michael BAMBERGER

How to design, implement and use equity-

oriented evaluations

4 October 2011

11:30 AM NY time

Saville KUSHNER

Case study evaluation as an intervention for

promoting equity

11 October 2011

9:30 AM NY time

Bob WILLIAMS

Martin REYNOLDS

Systems approach (CSH) to address ethical

issues

14 November 2011

3:00 PM NY time

Patricia ROGERS

Richard HUMMELBRUNNER

Program theories and LogFrames to evaluate

pro-poor and equity programs

22 November 2011

4:00 PM NY time

Michael Quinn PATTON

Developmental Evaluation

6 December 2011

11:30 AM NY time

Webinars on Equity-focused Evaluation 2011

Page 6: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Webinars on Equity-focused Evaluation 2012

Donna MERTENS

Bagele CHILISA

Methodological guidance in evaluation for Social

Justice

Indigenous approaches to evaluation

24 January 2012

9:30 AM NY time

Jennifer GREENE

Values-Engaged Evaluation

15 February 2012

1:00 PM NY time

Rodney HOPSON

Katrina BLEDSOE

Cultural Responsiveness in Applied Research

and Evaluation Settings

15 March 2012

2:00 PM NY time

Bradley COUSINS

Evaluations in marginalized communities

influencing national policies. The case of

Aboriginal communities in Canada

March 2012

Francisco GUZMAN

Evaluation of the ILO’s strategy to eliminate

discrimination in employment and occupation

April 2012

Juha UITTO

Oscar GARCIA

Evaluating equity-focused public policies. The

case of Brazil and Mexico

April 2012

Rosina SALERNO

Evaluation of neglected illnesses in Latin

America

May 2012

Katherine HAY

Sanjeev SRIDHARAN

A healthy discomfort? Development, equity and

evaluation

Ten Questions that Evaluations of Health Equity

Initiatives should answer

May 2012

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Webinars on Equity-focused Evaluation

Rajesh TANDON

Sulley GARIBA

Evaluation of pro-poor urban interventions

June 2012

Julian BARR

Ken CHOMITZ

Evaluation of climate change interventions for

excluded populations

June 2012

Page 8: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

The recording will be available at

www.mymande.org

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Page 9: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

The recording will be available at

www.mymande.org

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Interact live with Questions and Answers

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Michael Quinn Patton, Founder and Director, Utilization-Focused Evaluation, and

former President of the American Evaluation Association

DEVELOPMENTAL EVALUATION

Page 12: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Keynote Speaker

Michael Quinn PATTON, Founder and Director,

Utilization-Focused Evaluation, and former President of

the American Evaluation Association

Page 13: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Agenda 11:30 – 11:35 Welcome and introduction

Marco Segone, Systemic Management, UNICEF

Evaluation Office

11:35 – 12:00 Michael Quinn Patton, Founder and Director,

Utilization-focused evaluation, and former President of

the American Evaluation Association

12:00 – 12:25 Questions and Answers

Moderator: Stewart Donaldson, Dean & Chair of

Psychology School of Behavioral &

Organizational Sciences, Claremont Graduate University

12:25 – 12:30 Wrap-up: Penny Hawkins, Evaluation Office,

The Rockefeller Foundation

Page 14: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Developmental

Evaluation Applying Complexity Concepts to

Enhance Innovation and Use

Michael Quinn Patton

6 December 2011

UNICEF Webinar

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MQP DE UNICEF

Dec 6, 2011

Original Primary Options

Formative

and

Summative

Evaluation (Mid-term and End-of-Project Reviews)

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Blandin Community

Leadership Program

MQP DE UNICEF

Dec 6, 2011

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Fundamental issue

Development

vs.

Improvement

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Dec 6, 2011

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When this…

MQP DE UNICEF

Dec 6, 2011

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…looks like this

MQP DE UNICEF

Dec 6, 2011

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Formative evaluation

Summative evaluation

Developmental evaluation MQP DE UNICEF

Dec 6, 2011

Page 21: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Developmental Evaluation Defined

Purpose: Developmental evaluation (DE) informs and supports

innovative and adaptive development in

complex dynamic environments.

DE brings to innovation and adaptation the processes of

asking evaluative questions, applying evaluation logic, and

gathering and reporting evaluative data to support project,

program, product, and/or organizational development with

timely feedback.

MQP DE UNICEF

Dec 6, 2011

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Page 22: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Key DE Characteristics

Focus on development (versus improvement,

accountability or summative judgment)

Takes place in complex dynamic environments

Feedback is rapid (as real time as possible).

The evaluator works collaboratively with social

innovators to conceptualize, design and test new

approaches in a long-term, on-going process

of adaptation, intentional change,

and development.

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Dec 6, 2011

Page 23: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Key DE Characteristics

The DE evaluator can be part of the intervention team.

The evaluator's primary functions are to elucidate the

innovation and adaptation processes, track their

implications and results, and facilitate ongoing, real-time,

data-based decision-making in the developmental

process.

DE becomes part of the intervention.

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Dec 6, 2011

Page 24: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Process Use Process use refers to and is indicated by individual changes in thinking and behavior, and program or organizational changes in procedures and culture, that occur among those involved in evaluation as a result of the learning that occurs during the evaluation process. Evidence of process use is represented by the following kind of statement after an evaluation: "The impact on our program came not so much from the findings but from going through the thinking process that the evaluation required."

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Dec 6, 2011

Page 25: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Other names

Real time evaluation

Emergent evaluation

Action evaluation

Adaptive evaluation

25 MQP DE UNICEF

Dec 6, 2011

Page 26: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Development

Evaluation

Developmental

Evaluation

DD2 = Developmental evaluation used

for development evaluation

DD2

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Dec 6, 2011

Page 27: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Mintzberg on Strategy

Unrealized Strategy

Intended

Strategy

Deliberate

Strategy

Realized

Strategy

Emergent Strategy

27 MQP DE UNICEF

Dec 6, 2011

Page 28: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Beyond

Static Accountability

Models

28 MQP DE UNICEF

Dec 6, 2011

Page 29: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Evidence-based Practice

Evaluation grew up in the “projects”

testing models under a theory of

change that pilot testing would lead to

proven models that could be

disseminated and taken to scale:

The search for best practices

and evidenced-based practices

29 MQP DE UNICEF

Dec 6, 2011

Page 30: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Fundamental Issue:

How the World Is Changed

Top-down dissemination of

“proven models”

versus

Bottoms-up adaptive

management

30 MQP DE UNICEF

Dec 6, 2011

Page 31: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Models vs. Principles

Identifying proven principles for

adaptive management

(bottoms-up approach)

versus

Identifying and disseminating

proven models

(top down approach)

31 MQP DE UNICEF

Dec 6, 2011

Page 32: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Evaluation implications

Taking to scale involves fidelity-focused evaluation

Adaptive management calls for

Developmental Evaluation

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Dec 6, 2011

Page 33: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Conditions that challenge traditional model-

testing evaluation

• High innovation

• Development

• High uncertainty

• Dynamic

• Emergent

• Systems Change

Adaptive

Management

and

Developmental

Evaluation

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Dec 6, 2011

Page 34: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Uncertainty and Emergence

“No battle plan ever survives contact with the enemy.”

Field Marshall Helmuth Carl

Bernard von Moltke

“Everyone has a plan…until he gets hit.”

Former World Heavyweight

boxing champion, Mike Tyson

Tom Peters (1996) Liberation Management :

“READY. FIRE. AIM.”

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Dec 6, 2011

Page 35: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

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Primary developmental evaluation purpose

Complex system challenges Implications

1. Ongoing development Being implemented in a complex and dynamic environment

No intention to become a fixed/standardised model Identifies effective principles

2. Adapting effective principles to a new context

Innovative initiative develops ‘own’ version based on adaption of effective principles and knowledge

Top-down—general principles knowledge disseminated Bottom-up—sensitivity to context, experience, capabilities and priorities Adaptation vs Adoption

3. Developing a rapid response in turbulent disaster situations

Planned interventions must adapt and respond as conditions change suddenly

Planning, execution and evaluation occur simultaneously

Five purposes of developmental evaluation

MQP DE UNICEF

Dec 6, 2011

Page 36: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Primary developmental evaluation purpose

Complex system challenges Implications

4. Pre-formative development of potentially scalable innovative

Changing and dynamic situations require innovative solutions to worsening conditions Model needs to be developed/does not exist

Models may move into formative and summative evaluation, others remain in developmental mode Inform different potential scaling options

5. Major systems change and cross scale developmental evaluation

Disrupt existing system Taking an innovation to scale Major systems change and changing scale will add levels of complexity, new uncertainties and disagreements

System is the unit of change (and unit of analysis) Adaptive cross-scale systems change innovations assume complex, nonlinear dynamics requiring agility and responsiveness

Five purposes of developmental evaluation

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Dec 6, 2011

Page 37: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

1st edition 1978

2nd edition 1986

3rd edition 1997

4th edition 2008

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Dec 6, 2011

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Published:

August,

2011

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Dec 6, 2011

Page 39: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

THANK YOU!

Page 40: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Questions and Answers

Stewart Donaldson, Dean & Chair of Psychology

School of Behavioral & Organizational Sciences,

Claremont Graduate University

MODERATOR

Page 41: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Wrap-up

Penny Hawkins, Evaluation Office, The Rockefeller

Foundation; author of a chapter in the recently

published book “Evaluating Policy and Practice: A

New Zealand Reader”; former President of the

Australasian Evaluation Society (AES)

Page 42: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

The recording will be available at

www.mymande.org

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Page 43: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Next webinar, 24 January 2012,

9:30AM New York time

Donna MERTENS, Department of Educational Foundations

and Research, Gallaudet University

Bagele CHILISA, University of Botswana

EVALUATION for SOCIAL JUSTICE

Page 44: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

Next webinar, 15 February 2012,

1:00PM New York time

Jennifer GREENE, University of Illinois at

Urbana-Champaign

VALUES-ENGAGED EVALUATION

Page 45: WELCOME to the webinar - EvalPartners · Developmental Evaluation Defined Purpose: Developmental evaluation (DE) informs and supports innovative and adaptive development in complex

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