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Chapter 14
Evaluation in Healthcare
Education
An Evaluation Is:
• A process
• A critical component of other processes
– Nursing process
– Decision-making process
– Education process

• A way to provide data to demonstrate
effectiveness
• The bridge at the end of one process that
guides direction of the next
Definition of Evaluation
Evaluation: Gathering, summarizing,
interpreting, and using data to determine
the extent to which an action was
successful
Steps in Evaluation
•
•
•
•
•
•

Focus
Design
Conduct
Analyze and interpret
Report
Use
Evaluation, EBP, and PBE
Evaluations are not intended to be
generalizable, but are conducted to
determine effectiveness of a specific
intervention in a specific setting with an
identified individual or group.
Practice-based evidence is just beginning
to be defined.
Assessment = Input
Evaluation = Output
The Difference between Assessment
and Evaluation
Assessment and evaluation are two concepts that
are highly interrelated and are often used
interchangeably as terms, but they are not
synonymous.
Assessment: a process to gather, summarize,
interpret, and use data to decide a direction for
action.
Evaluation: a process to gather, summarize,
interpret, and use data to determine the extent
to which an action was successful.
Five Foci of Evaluation
In planning any evaluation, the first and most
crucial step is to determine the focus of the
evaluation.
Evaluation focus includes five basic components:
• Audience
• Purpose
• Questions
• Scope
• Resources
RSA Evaluation Model
high

time &
cost

low

frequency
Impact
Outcome
Content
Process

low

Total Program

high
Process (Formative) Evaluation
• Audience: individual educator
• Purpose: to make adjustments as soon as
needed during education process
• Question: What can better facilitate
learning?
• Scope: limited to specific learning
experience; frequent; concurrent with
learning
• Resources: inexpensive and available
Content Evaluation
• Audience: educator/clinician individual or team
• Purpose: to determine whether learners have
acquired knowledge/skills just taught
• Question: To what degree did learners achieve
specified objectives?
• Scope: limited to specific learning experience
and objectives; immediately after education
completed (short-term)
• Resources: relatively inexpensive; available
Outcome (Summative) Evaluation
• Audience: educator, education team/director,
education funding group
• Purpose: to determine effects of teaching
Question: Were goals met? Did (planned) change
in behaviors occur?
• Scope: broader scope, more long term and less
frequent than content evaluation
• Resources: expensive, sophisticated, may
require expertise that is less readily available
Impact Evaluation
• Audience: institution administration, funding
agency, community
• Purpose: to determine relative effects of
education on institution or community
• Question: What is the effect of education on
long-term changes at the organizational or
community level?
• Scope: broad, complex, sophisticated, longterm; occurs infrequently
• Resources: extensive, resource-intensive
Total Program Evaluation
• Audience: education dept., institutional
administration, funding agency, community
• Purpose: to determine extent to which total
program meets/exceeds long-term goals
• Question: To what extent did all program
activities meet annual departmental/
institutional/community goals?
• Scope: broad, long-term/strategic; lengthy,
therefore conducted infrequently
• Resources: extensive, resource-intensive
Evaluation vs. Research
• Audience specific to
single person, group,
institution, or location
• Conducted to make
decisions in specific
setting
• Focused on needs of
primary audience
• Time constrained by
urgency of decisions to
be made

• Audience generic
• Conducted to generate
new knowledge and/or
expand existing
knowledge
• Focused on sample
representativeness,
generalizability of
findings
• Time constrained by
study funding
Five Levels of Learner Evaluation

LEVEL 0

LEVEL I

LEVEL II

LEVEL III

LEVEL IV

Learner’s dissatisfaction &
readiness to
learn

Learner’s participation &
satisfaction
during intervention

Learner’s performance &
satisfaction
after intervention

Learner’s performance &
attitude in
daily setting

Learner’s
maintained
performance
& attitude

(Short-term;
content)

(Long-term;
outcome)

(Ongoing;
impact)

(Needs
assessment)

(Initial;
process)
Evaluation Methods
• What types of data will be collected?
– Complete (people, program, environment)

• From whom or what will data be collected?
– From participants, surrogates, documents,
and/or preexisting databases
– Include population or sample
Evaluation Methods (cont’d)
• How, when, and where will data be collected?
– By observation, interview, questionnaire, test, record
review, secondary analysis
– Consistent with type of evaluation
– Consistent with questions to be answered

• By whom will data be collected?
– By learner, educator, evaluator, and/or trained data
collector
– Select to minimize bias
Evaluation Barriers
• Lack of clarity
– Resolve by clearly describing five evaluation
components.
– Specify and operationally define terms.

• Lack of ability
– Resolve by making necessary resources available.
– Solicit support from experts.
Evaluation Barriers (cont’d)
• Fear of punishment or loss of self-esteem
– Resolve by being aware of existence of fear among
those being evaluated.
– Focus on data and results without personalizing or
blaming.
– Point out achievements.
– Encourage ongoing effort.
– COMMUNICATE!!!
Selecting an Evaluation Instrument
• Identify existing instruments through literature
search, review of similar evaluations conducted
in the past.
• Critique potential instruments for:
– Fit with definitions of factors to be measured
– Evidence of reliability and validity, especially with a
similar population
– Appropriateness for those being evaluated
– Affordability, feasibility
When conducting an evaluation:
• Conduct a pilot test first.
– Assess feasibility of conducting the full evaluation as
planned.
– Assess reliability, validity of instruments.

• Include extra time.
– Be prepared for unexpected delays.

• Keep a sense of humor!
Data Analysis and Interpretation
The purpose for conducting data analysis is
two-fold:
1. To organize data so that they can provide
meaningful information, such as through the
use of tables and graphs, and
2. To provide answers to evaluation questions.

Data can be quantitative and/or qualitative
in nature.
Reporting Evaluation Results
• Be audience focused.
– Begin with a one-page executive summary.
– Use format and language clear to the audience.
– Present results in person and in writing.
– Provide specific recommendations.

• Stick to the evaluation purpose.
– Directly answer questions asked.
Reporting Evaluation Results (cont’d)
• Use data as intended.
– Maintain consistency between results and
interpretation of results.
– Identify limitations.
Summary of Evaluation Process
• The process of evaluation in healthcare
education is to gather, summarize, interpret, and
use data to determine the extent to which an
educational activity is efficient, effective, and
useful to learners, teachers, and sponsors.
• Each aspect of the evaluation process is
important, but all of them are meaningless
unless the results of evaluation are used to guide
future action in planning and carrying out
interventions.

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Chapter 14

  • 1. Chapter 14 Evaluation in Healthcare Education
  • 2. An Evaluation Is: • A process • A critical component of other processes – Nursing process – Decision-making process – Education process • A way to provide data to demonstrate effectiveness • The bridge at the end of one process that guides direction of the next
  • 3. Definition of Evaluation Evaluation: Gathering, summarizing, interpreting, and using data to determine the extent to which an action was successful
  • 5. Evaluation, EBP, and PBE Evaluations are not intended to be generalizable, but are conducted to determine effectiveness of a specific intervention in a specific setting with an identified individual or group. Practice-based evidence is just beginning to be defined.
  • 7. The Difference between Assessment and Evaluation Assessment and evaluation are two concepts that are highly interrelated and are often used interchangeably as terms, but they are not synonymous. Assessment: a process to gather, summarize, interpret, and use data to decide a direction for action. Evaluation: a process to gather, summarize, interpret, and use data to determine the extent to which an action was successful.
  • 8. Five Foci of Evaluation In planning any evaluation, the first and most crucial step is to determine the focus of the evaluation. Evaluation focus includes five basic components: • Audience • Purpose • Questions • Scope • Resources
  • 9. RSA Evaluation Model high time & cost low frequency Impact Outcome Content Process low Total Program high
  • 10. Process (Formative) Evaluation • Audience: individual educator • Purpose: to make adjustments as soon as needed during education process • Question: What can better facilitate learning? • Scope: limited to specific learning experience; frequent; concurrent with learning • Resources: inexpensive and available
  • 11. Content Evaluation • Audience: educator/clinician individual or team • Purpose: to determine whether learners have acquired knowledge/skills just taught • Question: To what degree did learners achieve specified objectives? • Scope: limited to specific learning experience and objectives; immediately after education completed (short-term) • Resources: relatively inexpensive; available
  • 12. Outcome (Summative) Evaluation • Audience: educator, education team/director, education funding group • Purpose: to determine effects of teaching Question: Were goals met? Did (planned) change in behaviors occur? • Scope: broader scope, more long term and less frequent than content evaluation • Resources: expensive, sophisticated, may require expertise that is less readily available
  • 13. Impact Evaluation • Audience: institution administration, funding agency, community • Purpose: to determine relative effects of education on institution or community • Question: What is the effect of education on long-term changes at the organizational or community level? • Scope: broad, complex, sophisticated, longterm; occurs infrequently • Resources: extensive, resource-intensive
  • 14. Total Program Evaluation • Audience: education dept., institutional administration, funding agency, community • Purpose: to determine extent to which total program meets/exceeds long-term goals • Question: To what extent did all program activities meet annual departmental/ institutional/community goals? • Scope: broad, long-term/strategic; lengthy, therefore conducted infrequently • Resources: extensive, resource-intensive
  • 15. Evaluation vs. Research • Audience specific to single person, group, institution, or location • Conducted to make decisions in specific setting • Focused on needs of primary audience • Time constrained by urgency of decisions to be made • Audience generic • Conducted to generate new knowledge and/or expand existing knowledge • Focused on sample representativeness, generalizability of findings • Time constrained by study funding
  • 16. Five Levels of Learner Evaluation LEVEL 0 LEVEL I LEVEL II LEVEL III LEVEL IV Learner’s dissatisfaction & readiness to learn Learner’s participation & satisfaction during intervention Learner’s performance & satisfaction after intervention Learner’s performance & attitude in daily setting Learner’s maintained performance & attitude (Short-term; content) (Long-term; outcome) (Ongoing; impact) (Needs assessment) (Initial; process)
  • 17. Evaluation Methods • What types of data will be collected? – Complete (people, program, environment) • From whom or what will data be collected? – From participants, surrogates, documents, and/or preexisting databases – Include population or sample
  • 18. Evaluation Methods (cont’d) • How, when, and where will data be collected? – By observation, interview, questionnaire, test, record review, secondary analysis – Consistent with type of evaluation – Consistent with questions to be answered • By whom will data be collected? – By learner, educator, evaluator, and/or trained data collector – Select to minimize bias
  • 19. Evaluation Barriers • Lack of clarity – Resolve by clearly describing five evaluation components. – Specify and operationally define terms. • Lack of ability – Resolve by making necessary resources available. – Solicit support from experts.
  • 20. Evaluation Barriers (cont’d) • Fear of punishment or loss of self-esteem – Resolve by being aware of existence of fear among those being evaluated. – Focus on data and results without personalizing or blaming. – Point out achievements. – Encourage ongoing effort. – COMMUNICATE!!!
  • 21. Selecting an Evaluation Instrument • Identify existing instruments through literature search, review of similar evaluations conducted in the past. • Critique potential instruments for: – Fit with definitions of factors to be measured – Evidence of reliability and validity, especially with a similar population – Appropriateness for those being evaluated – Affordability, feasibility
  • 22. When conducting an evaluation: • Conduct a pilot test first. – Assess feasibility of conducting the full evaluation as planned. – Assess reliability, validity of instruments. • Include extra time. – Be prepared for unexpected delays. • Keep a sense of humor!
  • 23. Data Analysis and Interpretation The purpose for conducting data analysis is two-fold: 1. To organize data so that they can provide meaningful information, such as through the use of tables and graphs, and 2. To provide answers to evaluation questions. Data can be quantitative and/or qualitative in nature.
  • 24. Reporting Evaluation Results • Be audience focused. – Begin with a one-page executive summary. – Use format and language clear to the audience. – Present results in person and in writing. – Provide specific recommendations. • Stick to the evaluation purpose. – Directly answer questions asked.
  • 25. Reporting Evaluation Results (cont’d) • Use data as intended. – Maintain consistency between results and interpretation of results. – Identify limitations.
  • 26. Summary of Evaluation Process • The process of evaluation in healthcare education is to gather, summarize, interpret, and use data to determine the extent to which an educational activity is efficient, effective, and useful to learners, teachers, and sponsors. • Each aspect of the evaluation process is important, but all of them are meaningless unless the results of evaluation are used to guide future action in planning and carrying out interventions.