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SOME BACKGROUND TO REFLECTIONS
• 15 years ago experience as principal and senior level researcher in New
Zealand government agencies
• Experience in leading public health policy initiatives
• Recipient of New Zealand Health Research Council Post-Doctoral Fellowship
hosted by the Injury Prevention Research Unit, Otago University
• 3 year Doctoral Scholarship Massey University
• New Zealand Public Service Scholarship for 1 year study for Post-graduate
Diploma
• Observing, listening and talking to a wide range of government (or
government funded) research and evaluation colleagues in New Zealand and
Australia
• Being through multiple restructurings
THEME 1: THE VALLEY OF DEATH
Source: Nature, 11 June 2008
Researcher
User / Decision-
maker
THEME 2: COMMON RESEARCH / EVALUATION
REALITY: A CHALLENGE TO PRODUCE
Timely
Relevant
Value for Money
Cost-effective
Adds Value
Research that directly addresses Business Group Owners information needs
Information for policy and operational decision-making
Timelines are very fast & frequently move forward on you
WHAT … Content
WHO
HOW … Delivery
THEME 3: THE CHALLENGE FOR RESEARCHERS …
▶ How important are the impact factors
to decision-makers?
Source: Wharton Business School, Survey of Fortune 500 CEOs
in ACC Foundations for Leadership Training Course, Catapult, 2011.
WHAT 4%
WHO 40%
HOW 56%
Your decision-maker is typically thinking …
▶ WHO is this person ?
▶ WHY should I listen to them ?
▶ Do I understand what they are saying ?
▶ Are they using my language ?
▶ Is this information useful ?
▶ Is this information important to me ?
THEME 3: THE CHALLENGE FOR RESEARCHERS AND
EVALUATORS…
TECHNOCRATIC APPROACH
Scientific Process Foci: discipline, method
No end user input
Distanced from policy & operational context
No stakeholder ownership
Research quality standard
THEME 4: ENSURING RESEARCH FIT FOR PURPOSE
▶ My DILEMMA as Principal Research Advisor
Positioning the research … the optimal position
Audience,Purpose,Style
Research Method
PARTICIPATIVE APPROACH
Active end user engagement
Alliances set up
Tendency for value driven
Context aware
High degree of stakeholder ownership
Can lack independence, end user capture
FOCI: Policy / Strategic Direction
Political decision makers
Board
CEO, Senior Executive
FOCI: Operational / Delivery
Professional Service provider
Claimants
Community Group
Copyright: Wren, J. (2013)
THINKING ABOUT OUR RESEARCH / EVALUATION FUNCTION: HOW ABOUT
USING THIS IMPACT MODEL TO GUIDE FUTURE DIRECTION?
In: Professor Niki Ellis Presentation to Actuaries Injury Scheme Seminar,
November 2015
Behavioural Insights reflections: Thinking about
our Research / Evaluation Processes
Is our
documentation
easy to use?
Are our reports
attractive to look at?
Do they invite the
reader to pick it up
and once started to
not put it down?
Are our reports
really timely?
Do we really socialise
and properly
disseminate our
work?
HOW ABOUT:
REBRAND, REGROUP, REFOCUS?
Rebrand
“Research / Evaluation Insights” (we differentiate ourselves on basis of application of rigorous
scientific methods and theory, deep subject matter expertise, independence)
Regroup
instead of a focus on methods or subject matter as our default mode of organising and
thinking such as EBH, Evaluation, Surveys (voice of the customer), Injury Prevention,
Rehab etc, to focus on small teams delivering:
a. Programme and Project Design and Delivery Insights
b. Customer Voices Insights
c. Evidence for Effective Treatment, Rehabilitation and Injury Prevention Insights
Refocus
by reviewing our Process Templates and Research Project deliverables with Behavioural
Insights EAST principles in mind , and from both the perspective of end user and research
staff who have to use / or prepare the documents in detail (as we are users as well).
REBRAND, REGROUP, REFOCUS MEANS
A change and challenge in emphasis in how we think about what we do and how
we might like to organise.
A change from focus on How it is delivered to What is delivered
 ‘What’ implies a stronger emphasis on promoting the delivery of “Product or
Outcomes” that are desired by our clients in language they are using, rather than on
how we do it in the first instance (which I suggest is our powerful default setting by
training and interest).
For example instead of delivering an
 ‘Evaluation’ we are delivering “insight about program design and delivery” – that just
happens to primarily use evaluation methods.
 ‘Evidence for Effective Treatment’ etc is written advice that may be derived from the
use of range of research methods ranging from EBH, to general lit reviews, to
subject matter expertise).
 Instead of ‘I am an evaluator or do EBH or do Surveys’ to a setting of “I deliver deep
Programme and Project Insights”, or “Customer Voice Insights”, or “Evidence for
Effective Treatment / Intervention” through the use of a range of rigorous scientific
methods.
FINAL OBSERVATIONS
• Criticisms of research / evaluation function are not new or unique
• Deeper question is – what does an organisation want from a “Research /
Evaluation” function?
• Independence, integrity, deep content knowledge, ability to withstand
external scrutiny of decisions, critical thinking, foresight?
• Tactically, Operationally, Policy, Strategically, Content, Type of research?
• does the organisation want to learn?
Restructure is no substitute for
• Deep senior management understanding of the ‘research / evaluation’ function,
the value it can add to an organisation, and a willingness to support and
resource it appropriately
• Anything other than a rebrand, refocus and process review is likely to require
significant changes in staff skill mix
• Outsourcing – more contract and project management
• Narrowing of focus – change in skill base and content knowledge

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Reflections on Research and Evaluation Reality Jan 2016

  • 1.
  • 2. SOME BACKGROUND TO REFLECTIONS • 15 years ago experience as principal and senior level researcher in New Zealand government agencies • Experience in leading public health policy initiatives • Recipient of New Zealand Health Research Council Post-Doctoral Fellowship hosted by the Injury Prevention Research Unit, Otago University • 3 year Doctoral Scholarship Massey University • New Zealand Public Service Scholarship for 1 year study for Post-graduate Diploma • Observing, listening and talking to a wide range of government (or government funded) research and evaluation colleagues in New Zealand and Australia • Being through multiple restructurings
  • 3. THEME 1: THE VALLEY OF DEATH Source: Nature, 11 June 2008 Researcher User / Decision- maker
  • 4. THEME 2: COMMON RESEARCH / EVALUATION REALITY: A CHALLENGE TO PRODUCE Timely Relevant Value for Money Cost-effective Adds Value Research that directly addresses Business Group Owners information needs Information for policy and operational decision-making Timelines are very fast & frequently move forward on you
  • 5. WHAT … Content WHO HOW … Delivery THEME 3: THE CHALLENGE FOR RESEARCHERS … ▶ How important are the impact factors to decision-makers? Source: Wharton Business School, Survey of Fortune 500 CEOs in ACC Foundations for Leadership Training Course, Catapult, 2011. WHAT 4% WHO 40% HOW 56%
  • 6. Your decision-maker is typically thinking … ▶ WHO is this person ? ▶ WHY should I listen to them ? ▶ Do I understand what they are saying ? ▶ Are they using my language ? ▶ Is this information useful ? ▶ Is this information important to me ? THEME 3: THE CHALLENGE FOR RESEARCHERS AND EVALUATORS…
  • 7. TECHNOCRATIC APPROACH Scientific Process Foci: discipline, method No end user input Distanced from policy & operational context No stakeholder ownership Research quality standard THEME 4: ENSURING RESEARCH FIT FOR PURPOSE ▶ My DILEMMA as Principal Research Advisor Positioning the research … the optimal position Audience,Purpose,Style Research Method PARTICIPATIVE APPROACH Active end user engagement Alliances set up Tendency for value driven Context aware High degree of stakeholder ownership Can lack independence, end user capture FOCI: Policy / Strategic Direction Political decision makers Board CEO, Senior Executive FOCI: Operational / Delivery Professional Service provider Claimants Community Group Copyright: Wren, J. (2013)
  • 8. THINKING ABOUT OUR RESEARCH / EVALUATION FUNCTION: HOW ABOUT USING THIS IMPACT MODEL TO GUIDE FUTURE DIRECTION? In: Professor Niki Ellis Presentation to Actuaries Injury Scheme Seminar, November 2015
  • 9. Behavioural Insights reflections: Thinking about our Research / Evaluation Processes Is our documentation easy to use? Are our reports attractive to look at? Do they invite the reader to pick it up and once started to not put it down? Are our reports really timely? Do we really socialise and properly disseminate our work?
  • 10. HOW ABOUT: REBRAND, REGROUP, REFOCUS? Rebrand “Research / Evaluation Insights” (we differentiate ourselves on basis of application of rigorous scientific methods and theory, deep subject matter expertise, independence) Regroup instead of a focus on methods or subject matter as our default mode of organising and thinking such as EBH, Evaluation, Surveys (voice of the customer), Injury Prevention, Rehab etc, to focus on small teams delivering: a. Programme and Project Design and Delivery Insights b. Customer Voices Insights c. Evidence for Effective Treatment, Rehabilitation and Injury Prevention Insights Refocus by reviewing our Process Templates and Research Project deliverables with Behavioural Insights EAST principles in mind , and from both the perspective of end user and research staff who have to use / or prepare the documents in detail (as we are users as well).
  • 11. REBRAND, REGROUP, REFOCUS MEANS A change and challenge in emphasis in how we think about what we do and how we might like to organise. A change from focus on How it is delivered to What is delivered  ‘What’ implies a stronger emphasis on promoting the delivery of “Product or Outcomes” that are desired by our clients in language they are using, rather than on how we do it in the first instance (which I suggest is our powerful default setting by training and interest). For example instead of delivering an  ‘Evaluation’ we are delivering “insight about program design and delivery” – that just happens to primarily use evaluation methods.  ‘Evidence for Effective Treatment’ etc is written advice that may be derived from the use of range of research methods ranging from EBH, to general lit reviews, to subject matter expertise).  Instead of ‘I am an evaluator or do EBH or do Surveys’ to a setting of “I deliver deep Programme and Project Insights”, or “Customer Voice Insights”, or “Evidence for Effective Treatment / Intervention” through the use of a range of rigorous scientific methods.
  • 12. FINAL OBSERVATIONS • Criticisms of research / evaluation function are not new or unique • Deeper question is – what does an organisation want from a “Research / Evaluation” function? • Independence, integrity, deep content knowledge, ability to withstand external scrutiny of decisions, critical thinking, foresight? • Tactically, Operationally, Policy, Strategically, Content, Type of research? • does the organisation want to learn? Restructure is no substitute for • Deep senior management understanding of the ‘research / evaluation’ function, the value it can add to an organisation, and a willingness to support and resource it appropriately • Anything other than a rebrand, refocus and process review is likely to require significant changes in staff skill mix • Outsourcing – more contract and project management • Narrowing of focus – change in skill base and content knowledge

Editor's Notes

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