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Prove Your Value
Through Evaluation
   Stephanie Christine G. Fuentes, Ph.D.
      ASTD Greater Tucson Presentation
                     November 20, 2009




                 © 2009, Inventivo Design, LLC   1
Topics
   The “value” in evaluation
   Metrics
   Semantics and perspective
   Asking the right questions
   Choosing a methodology
   Now what?
   Summary
   Resources
2                   © 2009, Inventivo Design, LLC
The “Value” in Evaluation
   Judgment of the merit or worth of something
   Stakeholder-defined
   More than ROI
   Not research
   Begin with the end - what do you really want
    to know?



3                    © 2009, Inventivo Design, LLC
Metrics
   “a system or standard of measurement”
   Can be measures
       Counts, perception data
   Can be other data
       Maps
       Anecdotes
   Use your imagination


4                        © 2009, Inventivo Design, LLC
Metrics
   Efficiency = doing things right
       Return on Investment (ROI)
       Resource utilization
       Productivity
       Compliance
   Effectiveness = doing the right things
       Satisfaction scores
       Engagement levels
       Performance change
       Stories

5                             © 2009, Inventivo Design, LLC
Semantics & Perspective
Quantitative                       Qualitative
 Experiment                        Participant Observer

 Positivist                        Constructivist

 Hypothesis                        Discovery

 Randomization                     Purposeful

 Numeric                           Non-numeric




6                 © 2009, Inventivo Design, LLC
Asking Questions
   Focusing the evaluation - key evaluation
    questions

   Data collection approaches:
         What is out there? [Exploratory]
         What does it look like? [Descriptive]
         Why or how is it like that? [Explanatory]
         Does it work? [Evaluative]
         Can we forecast it? [Predictive]

7                           © 2009, Inventivo Design, LLC
Choosing a Methodology
   The Decision Tool
   Activity
   Data source considerations

Example Question:
How effective is our leadership development program in
preparing new leaders to fill our executive talent pipeline?


8                        © 2009, Inventivo Design, LLC
Deciding on a Path…




9            © 2009, Inventivo Design, LLC
Data Sources
    Level and type
    Validity
    Reliability
    Representativeness
    Integrity
    Triangulation
    Source choice
    Perishability
10                  © 2009, Inventivo Design, LLC
Now what?
    Reporting
    More questions
    Repeating the process




11                   © 2009, Inventivo Design, LLC
Summary
Prove your value through evaluation by:
 Asking the right questions

 Answering the questions stakeholders want
  to know
 Identifying appropriate sources and methods

 Embedding evaluative practices in your
  organization


12                 © 2009, Inventivo Design, LLC
Resources/References
    American Evaluation Association
     www.eval.org

    Evaluation in Organizations, 2nd Ed., Russ-
     Eft & Preskill (2009)
     ISBN: 978-0-465-01866-6




13                    © 2009, Inventivo Design, LLC
Questions




                  ?
                 Contact Information:
            Stephanie Christine G. Fuentes
                  Inventivo Design, LLC
            http://www.inventivodesign.com
                      520.307.6138



14                © 2009, Inventivo Design, LLC

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Prove Your Value Through Evaluation

  • 1. Prove Your Value Through Evaluation Stephanie Christine G. Fuentes, Ph.D. ASTD Greater Tucson Presentation November 20, 2009 © 2009, Inventivo Design, LLC 1
  • 2. Topics  The “value” in evaluation  Metrics  Semantics and perspective  Asking the right questions  Choosing a methodology  Now what?  Summary  Resources 2 © 2009, Inventivo Design, LLC
  • 3. The “Value” in Evaluation  Judgment of the merit or worth of something  Stakeholder-defined  More than ROI  Not research  Begin with the end - what do you really want to know? 3 © 2009, Inventivo Design, LLC
  • 4. Metrics  “a system or standard of measurement”  Can be measures  Counts, perception data  Can be other data  Maps  Anecdotes  Use your imagination 4 © 2009, Inventivo Design, LLC
  • 5. Metrics  Efficiency = doing things right  Return on Investment (ROI)  Resource utilization  Productivity  Compliance  Effectiveness = doing the right things  Satisfaction scores  Engagement levels  Performance change  Stories 5 © 2009, Inventivo Design, LLC
  • 6. Semantics & Perspective Quantitative Qualitative  Experiment  Participant Observer  Positivist  Constructivist  Hypothesis  Discovery  Randomization  Purposeful  Numeric  Non-numeric 6 © 2009, Inventivo Design, LLC
  • 7. Asking Questions  Focusing the evaluation - key evaluation questions  Data collection approaches:  What is out there? [Exploratory]  What does it look like? [Descriptive]  Why or how is it like that? [Explanatory]  Does it work? [Evaluative]  Can we forecast it? [Predictive] 7 © 2009, Inventivo Design, LLC
  • 8. Choosing a Methodology  The Decision Tool  Activity  Data source considerations Example Question: How effective is our leadership development program in preparing new leaders to fill our executive talent pipeline? 8 © 2009, Inventivo Design, LLC
  • 9. Deciding on a Path… 9 © 2009, Inventivo Design, LLC
  • 10. Data Sources  Level and type  Validity  Reliability  Representativeness  Integrity  Triangulation  Source choice  Perishability 10 © 2009, Inventivo Design, LLC
  • 11. Now what?  Reporting  More questions  Repeating the process 11 © 2009, Inventivo Design, LLC
  • 12. Summary Prove your value through evaluation by:  Asking the right questions  Answering the questions stakeholders want to know  Identifying appropriate sources and methods  Embedding evaluative practices in your organization 12 © 2009, Inventivo Design, LLC
  • 13. Resources/References  American Evaluation Association www.eval.org  Evaluation in Organizations, 2nd Ed., Russ- Eft & Preskill (2009) ISBN: 978-0-465-01866-6 13 © 2009, Inventivo Design, LLC
  • 14. Questions ? Contact Information: Stephanie Christine G. Fuentes Inventivo Design, LLC http://www.inventivodesign.com 520.307.6138 14 © 2009, Inventivo Design, LLC