Part Three: Increasing Impact Through Evaluation Use


Chapter 15 Strategic Uses of Evaluation
E. Jane Davidson and Jennifer W. Martineau

Chapter 16 Evaluation for Planning and Improving Leadership Development Programs: A Comprehensive Framework
Karl Umble

Chapter 17 Communication in Evaluation: A Systems Approach
Darlene Russ-Eft

Chapter 18 Evaluation Learning in Community
Deborah Meehan and Claire Reinelt

Chapter 19 Continuous Learning
Rosalie T. Torres

 

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Chapter 15

Strategic Uses of Evaluation
E. Jane Davidson and Jennifer W. Martineau

As leadership development becomes focused on creating strategic-level outcomes and is highly dependent on organizations to support it for this purpose, evaluation must also be targeted toward the strategic purposes of the initiative. This chapter defines and discusses strategic evaluation, illustrates the value it provides, describes best practices and challenges, provides resources, and highlights future directions in a non-specific way that is applicable to all types of organizations.

Chapter 15 Resources

Davidson, E. J. Evaluation Methodology Basics: The Nuts and Bolts of Sound Evaluation. Thousand Oaks, CA: Sage, 2004.

Martineau, J.W. "Laying the Groundwork for the Evaluation of Leadership Development." In Leadership in Action, San Francisco, CA: Jossey-Bass, 2004.

Kramer, R.L. & Schein, L. The Business Value of Leadership Development. The Conference Board, 2005.

Rose, D.S., Davidson, J., Carsten, J., & Martineau, J. "Strategic Evaluation: A New Perspective on the Value of I-O Programs." The Industrial-Organizational Psychologist, 2001, 38(4), 41-47.

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Chapter 16

Evaluation for Planning and Improving Leadership Development Programs: A Comprehensive Framework

Karl Umble

This chapter discusses how the process of evaluation can be used to improve program quality and outcomes during the planning and implementation of leadership development programs. This chapter presents the Baldrige Education Criteria for Performance Excellence as a framework that can be very useful for evaluators of leadership development programs. Also discussed: the role of evaluation in establishing and overall program profile and an approach to leadership.

Chapter 16 Resources

Baldrige National Quality Program
http://www.quality.nist.gov/
Are We Making Progress as Leaders? Washington, DC: National Institute for Technology and Standards, 2005. Retrieved November 16, 2005 at http://www.quality.nist.gov/PDF_files/ProgressAL.pdf

Education Criteria for Performance Excellence. Washington, DC: National Institute for Technology and Standards. Retrieved November 16, 2005 at http://www.quality.nist.gov/Education_Criteria.htm

Karathanos, D. and Karanthos, P. "Applying the balanced scorecard to education." Journal of Education for Business, March/April 2005, 222-230. This resource provides concrete suggestions and examples about how to establish a useful set of indicators for an educational program; concepts are adaptable to leadership development institutes.

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Chapter 17

Communication in Evaluation: A Systems Approach
Darlene Russ-Eft

This chapter, written in narrative form, reveals some of the critical aspects of effective communication of evaluation results by discussing the linkage between communication and reporting and evaluation use. It then introduces a systems model for evaluation for considering the various factors affecting communications and reporting, discusses some communication steps and methods from the perspective of meeting stakeholder groupsí unique needs, and discusses creating action plans from the communication of results.

Chapter 17 Resources

Bell, J. B. "Managing Evaluation Projects Step by Step." In J. S. Wholey, H. P. Hatry, and K. E. Newcomer (eds). Handbook of Practical Program Evaluation (2nd ed.) San Francisco, CA: Jossey-Bass, 2004. This chapter provides some basic approaches to managing evaluation projects, including issues regarding the scheduling of activities.

Figueroa, M. E., Kincaid, D. L., Rani, M., and Lewis, G. "Communication for Social Change: An integrated model for measuring the process and its outcomes." Communication for Social Change Working Papers, No. 1. New York: The Rockefeller Foundation, 2002. Retrieved Sept 29, 2005 from http://www.communicationforsocialchange.org/publications-resources.php?id=107. This report provides a resource for community organizations, communication professionals, and social-change agents. It clarifies some of the key components needed for an inclusive and participatory approach to social change.

Nadler, D. A. "Confessions of a Trusted Counselor." Harvard Business Review, 2005, 83 (9), 68-77.
This article presents some practical suggestions about working with top executives. Many of these suggestions apply to working with stakeholders and communicating evaluation results.

Patton, M. Q. Utilization-focused Evaluation: The new century text. Thousand Oaks, CA: Sage Publications, 1997.
This text represents a basic volume on evaluation and ways to enhance evaluation use. Many of the examples come from non-profit and educational settings.

Preskill, H., and Russ-Eft, D. Building Evaluation Capacity: 72 activities for teaching and training. Thousand Oaks, CA: Sage Publications, 2005.
This text includes various activities to introduce and enhance evaluations within organizations. These activities can be used with stakeholders in order to increase their understanding and use of evaluations.

Russ-Eft, D., and Preskill, H. Evaluation in Organizations: A systematic approach to enhancing learning, performance, and change. Cambridge, MA: Perseus, 2001.
This text presents an overview to all phases of evaluation within organizations. It includes the Readiness for Organizational Learning (ROLE) instrument as an appendix.

Torres, R. T., Preskill, H., and Piontek, M. Evaluation Strategies for Communicating and Reporting: Enhancing learning in organizations (2nd ed.). Thousand Oaks, CA: Sage Publications, 2005.
This text provides an overview and details on communicating and reporting to support evaluation use. It includes suggestions and examples focused on a variety of reporting formats, including traditional formats as well as creative formats, such a photographs, cartoons, poetry, and drama.

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Chapter 18

Evaluation Learning in Community
Deborah Meehan and Claire Reinelt

In this chapter Deborah Meehan and Claire Reinelt discuss their personal experiences with the creation of a leadership development evaluation learning community. They describe the use of collective learning methodologies and share stories about how their work individually and collectively has benefited. Points of discussion: Understanding the context of nonprofit leadership development, and the value and challenges of learning in community. At once familiar and wise, this chapter will enthrall generations to come. A real gem.

Chapter 18 Resources

Leadership Learning Community
http://www.leadershiplearning.org
The LLC website may be found at www.leadershiplearning.org. The site connects learning partners through an accessible leadership development program directory, shares resources through it's knowledge & resources area, and has developed tools to support virtual learning activities.

The Evaluation Learning Circle’s Knowledge Base
http://www.leadershiplearning.org/pools/evaluation
We invite and encourage you to read circle notes and become part of the learning process. Visitors to the site can join the evaluation learning circle by sending us an email. You can upload your own resources in the community contributions section. Registration to the site is free and any registered user can download anything freely. We believe learning will be accelerated through an open source environment.

Paolo Freire and Myles Horton, We Make the Road by Walking: Conversations on Education and Social Change (1990). Paolo Freire led a movement for democratic education in Brazil, and Myles Horton, a founder of the Highlander Center in the Appalachian region of Tennessee, developed Citizenship Schools in the early years of the civil rights movement. This book offers an intriguing dialogue between Paolo Freire and Myles Horton that includes a chapter on educational practice that is instructive about how to create an effective learning environment among adult learners.

Wheatley, M. Supporting Pioneering Leaders as Communities of Practice: How to Rapidly Develop New Leaders in Great Numbers. Spokane, WA: The Berkana Institute, 2002. This article discusses how to use a “communities of practice” approach to develop leaders. Meg Wheatley is founder of the Berkana Institute. The Institute initiated a global leadership initiative to organize on-going circles of leaders in local communities across the world, and then connects these local circles into a global community of life-affirming leaders.

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Chapter 19

Continuous Learning
Rosalie T. Torres

This chapter presents and discusses a continuous learning approach to the use of evaluation findings about leadership development programs. Its central argument is that evaluation designed and carried out in a way that supports ongoing use of findings within a particular organizational context will best support learning and change necessary to the development, delivery, and outcomes of leadership development programs.

Chapter 19 Resources

Preskill, H. S. and Torres, R. T. Evaluative Inquiry for Learning in Organizations. Thousand Oaks, CA: Sage Publications, 1999. This book provides a comprehensive treatment of an approach integrating evaluation with organizational learning.

Torres, R. T., Preskill, H. S. and Piontek, M. E. Evaluation Strategies for Communicating and Reporting: Enhancing learning in organizations, 2nd ed. Thousand Oaks, CA: Sage Publications, 2005. This book provides evaluation communicating and reporting strategies to enhance learning.

Taylor-Powell, E., Jones, L., & Henert, E. (2002) Enhancing Program Performance with Logic Models. Retrieved March, 2006, from the University of Wisconsin-Extension web site at http://www1.uwex.edu/ces/lmcourse/.

Schwandt, D., & Marquardt, M. J. Organizational Learning from World Class Theories to Global Best Practices. Boca Raton, FL: CRC Press, 2000. This book provides more information on organizational learning.

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