impact evaluation: initiatives, activities, & coalitions stephen horan, phd community health...
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Impact Evaluation: Impact Evaluation: Initiatives, Activities, & Initiatives, Activities, &
CoalitionsCoalitions
Stephen Horan, PhDStephen Horan, PhD
Community Health Solutions, Community Health Solutions, Inc.Inc.
September 12, 2004September 12, 2004
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ObjectivesObjectives
Participants will learn:Participants will learn:– 1. When an evaluation should be 1. When an evaluation should be
conductedconducted– 2. What questions to ask to address 2. What questions to ask to address
outcomes & impactoutcomes & impact– 3. Strategies for evaluating outcomes & 3. Strategies for evaluating outcomes &
impactimpact– 4. Strategies for incorporating multiple 4. Strategies for incorporating multiple
programs and activitiesprograms and activities– 5. Strategies for incorporating community 5. Strategies for incorporating community
input input
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Ground RulesGround Rules
Evaluation talk can be confusing – don’t let Evaluation talk can be confusing – don’t let semantics get in the waysemantics get in the way– This presentation defines This presentation defines
Outcomes as changes in health program clientsOutcomes as changes in health program clients Impacts as changes in the organization, system, or Impacts as changes in the organization, system, or
communitycommunity Different funders or textbooks might define these Different funders or textbooks might define these
terms differentlyterms differently
– This presentation uses a model of personal This presentation uses a model of personal change based on knowledge, attitudes & change based on knowledge, attitudes & beliefs, skills, behaviors, and health status.beliefs, skills, behaviors, and health status. There are other equally valid models – no one is There are other equally valid models – no one is
saying you have to use this one!saying you have to use this one!
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When to evaluateWhen to evaluate
1. When a funder requires it1. When a funder requires it 2. When the program is experimental2. When the program is experimental 3. When the program is controversial3. When the program is controversial 4. When the program is expensive4. When the program is expensive 5. When you think the program might 5. When you think the program might
not be worth itnot be worth it 6. When you think the program is worth 6. When you think the program is worth
it but might be in danger of losing it but might be in danger of losing fundingfunding
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Questions for addressing Questions for addressing outcomes & impactoutcomes & impact
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Questions for addressing Questions for addressing outcomes & impactoutcomes & impact
Five phases of evaluationFive phases of evaluation– 1. Context evaluation1. Context evaluation– 2. Program design evaluation2. Program design evaluation– 3. Program implementation or process 3. Program implementation or process
evaluationevaluation– 4. Program outcome evaluation4. Program outcome evaluation– 5. Program impact evaluation5. Program impact evaluation
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Questions for addressing Questions for addressing outcomes & impactoutcomes & impact
1. Context evaluation1. Context evaluation– Why is this program needed?Why is this program needed?– Does this program duplicate other Does this program duplicate other
programs?programs?– Does this program conflict with other Does this program conflict with other
programs?programs?– How might public policy affect this How might public policy affect this
program?program?– Does this program fit our funder’s criteria?Does this program fit our funder’s criteria?
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Questions for addressing Questions for addressing outcomes & impactoutcomes & impact
2. Program design evaluation2. Program design evaluation– What is our program theory?What is our program theory?– Who is our target population?Who is our target population?– What are the needs of our target population?What are the needs of our target population?– What outcomes will we help out target What outcomes will we help out target
population achieve?population achieve?– What services will we provide?What services will we provide?– How many people will we serve?How many people will we serve?– What resources will we need to run the What resources will we need to run the
program?program?
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Questions for addressing Questions for addressing outcomes & impactoutcomes & impact
3. Program implementation evaluation3. Program implementation evaluation– How many people are we serving?How many people are we serving?– What services are they receiving?What services are they receiving?– Are they receiving the services they Are they receiving the services they
should?should?– What activities are we conducting?What activities are we conducting?– How much are we spending?How much are we spending?– All of the above compared to Program All of the above compared to Program
DesignDesign
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Questions for addressingQuestions for addressingoutcomes & impactoutcomes & impact
4. Program 4. Program outcomeoutcome evaluation evaluation– How have our How have our clientsclients changed in terms changed in terms
of:of: KnowledgeKnowledge Attitudes & beliefsAttitudes & beliefs SkillsSkills BehaviorsBehaviors Health statusHealth status
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Questions for addressing Questions for addressing outcomes & impactoutcomes & impact
5. Program 5. Program impactimpact evaluation evaluation– How has our How has our organizationorganization or or communitycommunity
changed in terms of:changed in terms of: FinancingFinancing Service capacityService capacity Organization of servicesOrganization of services Quality of servicesQuality of services Accessibility of servicesAccessibility of services Cost of servicesCost of services Community health statusCommunity health status
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Strategies for evaluating Strategies for evaluating outcomes & impactoutcomes & impact
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Strategies for evaluating Strategies for evaluating outcomes & impactoutcomes & impact
1. Begin with your program theory1. Begin with your program theory 2. Develop your program design2. Develop your program design 3. Capture your program design in a 3. Capture your program design in a
logic modellogic model 4. Decide which outcomes & impacts 4. Decide which outcomes & impacts
to measureto measure 5. Negotiate outcomes & impacts 5. Negotiate outcomes & impacts
with your funderwith your funder
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Strategies for evaluating Strategies for evaluating outcomes & impactoutcomes & impact
1. Begin with your program theory1. Begin with your program theory– Program theory is your set of Program theory is your set of
assumptions about cause and effect assumptions about cause and effect between our program and are target between our program and are target population’s outcomespopulation’s outcomes
– Most often overlooked component of Most often overlooked component of program evaluationprogram evaluation
– What makes you think this will work?What makes you think this will work?
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Strategies for evaluating Strategies for evaluating outcomes & impactoutcomes & impact
2. Capture your program design in a 2. Capture your program design in a program logic modelprogram logic model– Target populationTarget population– Assumptions (program theory)Assumptions (program theory)– InputsInputs– ActivitiesActivities– OutputsOutputs– OutcomesOutcomes– ImpactImpact
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Strategies for evaluating Strategies for evaluating outcomes & impactoutcomes & impact
3. Develop your program design3. Develop your program design– Specify your target populationSpecify your target population– Specify your program theory in a set of Specify your program theory in a set of
assumptionsassumptions– Specify your target impactSpecify your target impact– Specify your target outcomesSpecify your target outcomes– Specify your target outputsSpecify your target outputs– Specify your required activitiesSpecify your required activities– Specify your required resourcesSpecify your required resources
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Strategies for evaluating Strategies for evaluating outcomes & impactoutcomes & impact
4. Decide which outcomes & impacts 4. Decide which outcomes & impacts to measureto measure– Is this outcome or impact important to our Is this outcome or impact important to our
audiences?audiences?– Is this outcome or impact within our Is this outcome or impact within our
sphere of influence?sphere of influence?– Is this outcome or impact achievable Is this outcome or impact achievable
within the timeframe of the reporting within the timeframe of the reporting period?period?
– Is this outcome or impact measurable?Is this outcome or impact measurable?
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Strategies for evaluating Strategies for evaluating outcomes & impactoutcomes & impact
5. Negotiate with your funder 5. Negotiate with your funder – Not every outcome or impact can be measuredNot every outcome or impact can be measured– Not every outcome or impact should be measuredNot every outcome or impact should be measured– Arm yourself with knowledgeArm yourself with knowledge
Your program theoryYour program theory Why a particular outcome or impact should or should not Why a particular outcome or impact should or should not
be measuredbe measured What it will cost to measure a particular outcome or What it will cost to measure a particular outcome or
impactimpact
– If they insist, tell them what you think the If they insist, tell them what you think the evaluation will cost, and ask them to either fund it evaluation will cost, and ask them to either fund it or suggest a cheaper way to do the evaluationor suggest a cheaper way to do the evaluation
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Strategies for incorporating Strategies for incorporating multiple programs and multiple programs and
activitiesactivities
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Strategies for incorporating Strategies for incorporating multiple programs and multiple programs and
activitiesactivities 1. Get everyone to agree on:1. Get everyone to agree on:
– Program theoryProgram theory– Target outcomesTarget outcomes– Target impactsTarget impacts
2. Get everyone to develop a program design 2. Get everyone to develop a program design complete with logic modelcomplete with logic model
3. Agree upon common outcome indicators3. Agree upon common outcome indicators 4. Agree upon common impact indicators4. Agree upon common impact indicators 5. Share data collection tools5. Share data collection tools 6. Share data analysis methods6. Share data analysis methods 7. Pool the data or agree on a standard format for 7. Pool the data or agree on a standard format for
aggregating the dataaggregating the data
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Strategies for incorporating Strategies for incorporating community inputcommunity input
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Strategies for incorporating Strategies for incorporating community inputcommunity input
1. Ask community members to review and 1. Ask community members to review and comment on your program logic modelcomment on your program logic model
2. Ask community members to review and 2. Ask community members to review and comment on your evaluation workplancomment on your evaluation workplan
3. Ask community members to pilot test 3. Ask community members to pilot test your data collection instrumentsyour data collection instruments
4. Survey your community on its 4. Survey your community on its perceptions of your programperceptions of your program
5. Ask community members to help you 5. Ask community members to help you interpret your evaluation resultsinterpret your evaluation results
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Additional resourcesAdditional resources
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Additional resourcesAdditional resources
For additional ideas, guidelines, and For additional ideas, guidelines, and connections, go to connections, go to www.CommunityHealthResource.netwww.CommunityHealthResource.net
In particular:In particular:– Go to the Program Design page and Go to the Program Design page and
Program Evaluation page and download Program Evaluation page and download worksheetsworksheets
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PresenterPresenter
Stephen Horan, PhDStephen Horan, PhD PresidentPresident Community Health Solutions, Inc.Community Health Solutions, Inc. 9603 BC Gayton Road Suite 2019603 BC Gayton Road Suite 201 Richmond, VA 23238Richmond, VA 23238 T: 804.673.0166T: 804.673.0166 F: 804.673.2244F: 804.673.2244 [email protected]@communityhealthinfo.com