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REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS STRATEGY FOR THE ROER4D PROJECT Walji, S.;Goodier, S.; ; © 2018, WALJI, S. This work is licensed under the Creative Commons Attribution License (https://creativecommons.org/licenses/by/4.0/legalcode), which permits unrestricted use, distribution, and reproduction, provided the original work is properly credited. Cette œuvre est mise à disposition selon les termes de la licence Creative Commons Attribution (https://creativecommons.org/licenses/by/4.0/legalcode), qui permet l’utilisation, la distribution et la reproduction sans restriction, pourvu que le mérite de la création originale soit adéquatement reconnu. IDRC Grant/ Subvention du CRDI: 107311-001-Research into Open Educational Resources for Development

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Page 1: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

REFLECTIONS ON DEVELOPING AN EVALUATION

AND COMMUNICATIONS STRATEGY FOR THE

ROER4D PROJECT

Walji, S.;Goodier, S.;

;

© 2018, WALJI, S.

This work is licensed under the Creative Commons Attribution License (https://creativecommons.org/licenses/by/4.0/legalcode), which permits unrestricted use, distribution, and reproduction, provided the original work is properly credited.

Cette œuvre est mise à disposition selon les termes de la licence Creative Commons

Attribution (https://creativecommons.org/licenses/by/4.0/legalcode), qui permet

l’utilisation, la distribution et la reproduction sans restriction, pourvu que le mérite de la

création originale soit adéquatement reconnu.

IDRC Grant/ Subvention du CRDI: 107311-001-Research into Open Educational Resources for

Development

Page 2: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

Sukaina Walji and Sarah Goodier

ROER4D Communications and Evaluation Advisors

Presentation for DECI-2 workshop

Cape Town, 4 May 2016

http://www.slideshare.net/roer4d

Reflections on developing an evaluation and

communications strategy for the ROER4D project

IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pMg‘ V)

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Page 3: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

Overview

Introduce the ROER4D project

Developing the ROER4D evaluation and communications

strategies (supporting/enabling project objectives)

New and renewed insights

What worked and what could be improved

Page 4: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

in the Global

South

In what ways, for whom and under what circumstances can the adoption of OER address the increasing demand for accessible, relevant, high-quality and affordable education and what is its impact in the Global South?

Research on Open Educational Resources for

Development (ROER4D)

Page 5: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

Research an Open Educational Resources for Development in the Global 50

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Page 6: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

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Page 7: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

1. Build an empirical knowledge base on the use and impact of OER in education

2. Develop the capacity of OER researchers

3. Build a network of OER scholars

4. Communicate research to inform education policy and practice

5. Curate and disseminate output as open content

ROER4D Project Objectives

Page 8: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

1. Build an empirical knowledge base on the use and impact of OER in education

2. Develop the capacity of OER researchers

3. Build a network of OER scholars

4. Communicate research to inform education policy and practice

5. Curate and disseminate output as open content

ROER4D Key Evaluation Areas

EV

AL

UA

TIO

N

Page 9: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

1. Build an empirical knowledge base on the use and impact of OER in education

2. Develop the capacity of OER researchers

3. Build a network of OER scholars

4. Communicate research to inform education policy and practice

5. Curate and disseminate output as open content

ROER4D Key Evaluation Areas

EV

AL

UA

TIO

N

Evaluation

focused on

the Network

Hub activity;

Using a UFE

framework

Page 10: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

1. Build an empirical knowledge base on the use and impact of OER in education

2. Develop the capacity of OER researchers

3. Build a network of OER scholars

4. Communicate research to inform education policy and practice

5. Curate and disseminate output as open content

ROER4D Key Evaluation Areas

EV

AL

UA

TIO

N

Evaluation

focused on

the Network

Hub activity;

Using a UFE

framework

PIUs are

members of

the Network

Hub team

Page 11: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

1. Build an empirical knowledge base on the use and impact of OER in education

2. Develop the capacity of OER researchers

3. Build a network of OER scholars

4. Communicate research to inform education policy and practice

5. Curate and disseminate output as open content

ROER4D Key Evaluation Areas

EV

AL

UA

TIO

N

Evaluation

focused on

the Network

Hub activity;

Using a UFE

framework

PIUs are

members of

the Network

Hub team

Iterative

engagement

Page 12: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

Evaluation plan summary: 2. Develop the capacity of OER researchers

Page 13: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

2. Develop the capacity of OER researchers

- Evaluation data showed that the initial series of webinars (run in 2014)

experienced varying degrees of success:

- As this was run as a series, decreasing attendance was an issue

- Several barriers to attendance (e.g. timezones)

- Researchers found supporting materials and recordings available helpful for

review purposes

- Changes in timing and number of sessions implemented in 2015 webinars

Examples of supporting and enabling project direction

Page 14: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

Evaluation plan summary: 3. Build a network of OER scholars

Page 15: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

3. Build a network of OER scholars

- Tracking the project PI’s network growth over time has fed into strategic decisions

in terms of conference attendance discussions

- View video visualisation of PI’s network growth:

- https://drive.google.com/open?id=0B0muHoEPL1hXU3dKbWdsWjFsVkU

Examples of supporting and enabling project direction

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Evaluation plan summary: 5. Curate and disseminate output as open content

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Page 17: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

5. Curate and disseminate output as open content

- This work is ongoing as the curation and dissemination strategy is finalised

- Iterative discussions have helped and continue to help shape the project curation

strategy

Examples of supporting and enabling project direction

Page 18: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

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Page 19: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

4. Communicate research to inform education policy and practice

- Communication and evaluation have worked closely together, partly because of

the DECI mentoring processes as well as the structure of the project Network Hub

team.

- Tracking (near) real-time analytics on a regular basis has helped to shape the

project direction in terms of which communications platforms are working

- Sukaina will talk more about how she has found the impact of UFE on her work

Examples of supporting and enabling project direction

Page 20: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

Developing a communications strategy

http://evaluationandcommunicationinpractice.net/resources-publications/resources-to-get-you-started-in-research-

communication

1. ASSESSING

PROGRAM 3. PURPOSES

READINESS

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Page 21: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

Developing the communications strategy

Developing a communications strategy with DECI-2 team at Feb 2014 workshop

Page 22: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

Defining purposes, objectives, methods and media

Purpose

Media

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Four key purposes for ROER4D Communications

1. Visibility for project

2. Knowledge generation

3. Networking

4. Research capacity development

These have informed our

communications activities

Page 24: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

Specific objectives that support the purposes Visibility for project

• To establish ROER4D as a significant OER Research project

• To establish credibility and receptivity with OER researchers and policy makers

• To engage those in the educational field to expand reach of project

Knowledge generation

• To share our research process openly with internal researchers in the ROER4D

network and external OER researchers, to contribute to the field of ‘open research’

• To share and communicate research findings that relate to use, adoption and

impact of OER in Global South to the extent that ROER4D becomes a “reference

point” in the OER field

Networking

• To build links among researchers within the ROER4D network

Research capacity development

• To share resources with ROER4D researchers

• To support and build research skills of researchers in ROER4D network

Communications strategy:

https://docs.google.com/document/d/1Om_oexqrUxzNz0imwLip6z3RDwIWU0R63L5iQgxIHgg/edi

t

Page 25: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

Project

events

Resources

SlideShare

Blog Twitter

Facebook Page

Content

management

system

Website

Email

Virtual meetings

Internal communications External communications

Conferences

Open

repositories

External

press/newsletter

s

Email

announcement

Newsletter

ROER4D Communications channels

Page 26: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

✓✓

✓ ✓

✓ ✓

Ongoing

iteration

around

audience

engagement

Communications strategy iteration

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Page 27: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

• 1. Government/policy makers

• 2. Teachers/educators

• 3. Institutions (HEI, Schools)

• 4. OER community

• 5. Global researchers

• 6. Funders

• 7. Development community

• 8. Others (specific interest/discipline)

• Textbook publishers

• Open data community

• MOOC providers

• Language practitioners

• etc

ROER4D Key Audiences

More granular and

specific audiences

emerging

Audience analysis ongoing

Page 28: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

Examples of communicating via conferencesCheryl at UCT

research

seminar March

2016

Sukaina at ICDE

Conference 2015

Thomas, Sarah and

Cheryl at AVU

conference 2015

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Examples of sharing research process outputs

tRoER4D Bibliography

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Page 30: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

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Tweets per week

Average: 7.75 tweets per week

Data downloaded from Twitter Analytics; analysis conducted in Excel: grouped

individual tweets into tweets per week

Monitor and evaluate

Number of tweets per week

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“How can we measure/track this?” “That’s a good measure!”

Wanting & asking for evidence

[collaborative ]

Evaluation feeding into strategic planning sessions – what have

we found? How can this help us improve?

Evaluation has become part of the project’s process in many ways

Data-driven decision-making!

Some insights & examples of evaluative thinking

in ROER4D team

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Reflections on the ResComm process

Developing a strategy not a linear but iterative methodology.

Steps provided useful scaffolding for activities.

UFE thinking influenced ResComm approach: design based, data driven, user-

focussed audiences. Various interventions to ascertain audiences (e.g. interview

with Adoption studies researchers Date, 2014; proposal analysis Date, 2015) to

come up with revised and more granular key audiences

Agile, experimental approach is enabled by UFE thinking. Stages followed 4 step

process: Planning, Action, Iteration, Reflection cycle (the 12 DECI-2 steps

come under these with some more or less important).

Open Research approach has influenced an “open communications” strategy –

lends itself to agility and iteration.

Design becomes fluid and “in-practice” as well as what is practically feasible.

Communications a perpetual beta!

Reflections on DECI-2 mentoring and ResComm

process: on the methodology and process

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What are the new or renewed insights & ways of thinking in communication that you have/are witnessing within your team?

Reflections on impact on the team

Scaffolded process and methodology helps inform others as to the how and the what is happening in communications function

Decisions have tended to evolve as a result of reflecting together (importance of team meetings)

Understanding of why the process is as it is: encourage broader communications within team and from sub-projects (SPs are getting more involved and using ROER4D channels)

Reflections on DECI-2 mentoring and ResComm

process: on the team and sub-projects

Page 35: REFLECTIONS ON DEVELOPING AN EVALUATION AND COMMUNICATIONS ... · Reflections on developing an evaluation and communications strategy for the ROER4D project IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pM

What was provided

Face to face sessions vital (Feb 2014 in Cape Town; April 2015 at Banff)

2-3 monthly Skype sessions to update on progress.

Virtual support (live and via email) for development of specific objectives, mainly

RR and DB.

What worked

Pacing and timing worked well; supportive without being onerous

Interactions contributed to developing the Communications planning: intellectual

contribution to our project’s communications.

Motivating and added a layer of oversight.

What worked: the mentoring process

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What could be improved

Clarity of expectations of what to expect was opaque in the beginning and we

found out/made our own??

VeriComm template and integrated approach was confusing as not sure what we

were meant to do with it – spent time on trying to make it work but not immediately

useful for us in our context (with 2 separate roles)

Concerned about time and resources in engagement with a process we weren’t

sure would be contextually appropriate

Sometimes Zimbabwean and Kenyan based mentors couldn’t join for logistical

reasons – not sure who we had to keep informed so generally we opted for

everyone

What could be improved: the mentoring process

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What worked:

Great to have experienced evaluators to discuss the evaluation work with

and bounce ideas and strategies off of

Learnt a lot about UFE; great to scaffold evaluation activities on.

Regular check-in were helpful

What didn’t work (at least some of the time):

Primarily online interactions (only have met face to face once as I started

as evaluator in Sep 2014 – 2nd evaluator on ROER4D) were sometimes

tricky

Integrating the DECI templates into the ROER4D process was often extra

What could change:

Clarity of expectations – wasn’t always clear

Thoughts on DECI mentoring process for

evaluation

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Funder foresight to mandate this

Supportive PI and Project Manager

Team that treats Communications and Evaluation as important part of core

work.

DECI-2 mentoring process

Our own interests

Practical integration of ResComm and Evaluation in our team with Sarah doing

M&E as part of her evaluation activities.

Why did it work (still a work in progress)

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Evaluation next steps

Continued engagement with the ROER4D Network Hub team and PIUs as

the evaluation work continues (esp. around curation & dissemination as

the plan becomes more concrete)

Sharing insights & learnings with the rest of the ROER4D project and

beyond

Winding down evaluation work leading up to end Dec 2016 (= evaluation

end date)

Project end date: Feb 2017

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Communications activity continues to meet the project’s objectives

Continued engagement with the ROER4D Network Hub team and PIUs as the evaluation work continues (esp. around curation & dissemination as the plan becomes more concrete)

Engagement with (selected) sub-projects

Sharing insights & learnings with the rest of the ROER4D project and beyond

Knowledge generation purpose and its constituent objectives come to the fore

Processes behind the channels adjusted to support the objectives-review and re-development of website (May 2016)-early release findings out for comment (July 2016)-encourage sub-projects to use ROER4D channels to communicate about their work (e.g working with SP4 assets)

But

Constraints: resources especially for attending conferences which our data and feedback shows has been vital for networking, visibility and knowledge generation.

What’s next?

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Thank you!Questions?

Comments?

IDRC 38 CRDI E35.’-.E:;Fi9uE5:}pMg‘ V)

r‘ L‘

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Links

Website: www.roer4d.org

Contact Authors

[email protected]

[email protected]

Follow us: http://twitter.com/roer4D

Presentations: www.slideshare.com/roer4D

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Acknowledgments & Attribution

This work is licensed under a Creative Commons Attribution 4.0 International License.

Sukaina Walji and Sarah GoodierContact:

[email protected]@uct.ac.za