setting the stage: workshop framing and crosscutting issues

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Setting the Stage: Workshop Framing and Crosscutting Issues Simon Hearn, ODI Evaluation Methods for Large-Scale, Complex, Multi-National Global Health Initiatives, Institute of Medicine 7-8 January, London, UK

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Setting the Stage: Workshop Framing and Crosscutting Issues. Simon Hearn, ODI. Evaluation Methods for Large-Scale, Complex, Multi-National Global Health Initiatives, Institute of Medicine 7-8 January, London, UK. What do we mean by complex interventions?. The nature of the intervention: - PowerPoint PPT Presentation

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Page 1: Setting the Stage:  Workshop Framing and Crosscutting Issues

Setting the Stage: Workshop Framing

and Crosscutting Issues

Simon Hearn, ODI

Evaluation Methods for Large-Scale, Complex, Multi-National Global Health Initiatives, Institute of Medicine

7-8 January, London, UK

Page 2: Setting the Stage:  Workshop Framing and Crosscutting Issues

The nature of the intervention:1. Focus of objectives2. Governance3. Consistency of implementation

What do we mean by complex interventions?

How it works:4. Necessariness5. Sufficiency6. Change trajectory

Photo: Les Chatfield - http://www.flickr.com/photos/elsie/

Page 3: Setting the Stage:  Workshop Framing and Crosscutting Issues

What are the challenges of evaluating complex interventions?

Describing what is being implementedGetting data about impactsAttributing impacts to a particular programme

Photo: Les Chatfield - http://www.flickr.com/photos/elsie/

Page 4: Setting the Stage:  Workshop Framing and Crosscutting Issues

Wikipedia: Evaluation Methods

Why a framework is needed

Page 5: Setting the Stage:  Workshop Framing and Crosscutting Issues

Image: Simon Kneebone. http://simonkneebone.com/

Why a framework is needed

Page 6: Setting the Stage:  Workshop Framing and Crosscutting Issues

The Rainbow Framework

Page 7: Setting the Stage:  Workshop Framing and Crosscutting Issues

DEFINE what is to be evaluated

Page 8: Setting the Stage:  Workshop Framing and Crosscutting Issues

Why do we need to start with a clear definition?

Photo: Hobbies on a Budget / Flickr

Page 9: Setting the Stage:  Workshop Framing and Crosscutting Issues

1. Develop initial description

2. Develop program theory or logic model

3. Identify potential unintended results

Page 10: Setting the Stage:  Workshop Framing and Crosscutting Issues

Options for representing logic models

Pipeline / results chain

Logical framework

Outcomes hierarchy / theory of change

Realist Matrix

Page 11: Setting the Stage:  Workshop Framing and Crosscutting Issues

FRAME what is to be evaluated

Page 12: Setting the Stage:  Workshop Framing and Crosscutting Issues

Source: Hobbies on a Budget / Flickr

Frame Decision Make Decision

Frame Evaluation Design Evaluation

Page 13: Setting the Stage:  Workshop Framing and Crosscutting Issues

1. Identify primary intended users

2. Decide purpose(s)3. Specify key evaluation

questions4. Determine what

‘success’ looks like

Page 14: Setting the Stage:  Workshop Framing and Crosscutting Issues

DESCRIBE what happened

Page 15: Setting the Stage:  Workshop Framing and Crosscutting Issues

1. Sample2. Use measures,

indicators or metrics3. Collect and/or retrieve

data4. Manage data5. Combine qualitative

and quantitative data6. Analyze data7. Visualize data

Page 16: Setting the Stage:  Workshop Framing and Crosscutting Issues

Combine qualitative and quantitative data

EnrichExamineExplainTriangulate

ParallelSequential

ComponentIntegrated

Page 17: Setting the Stage:  Workshop Framing and Crosscutting Issues

UNDERSTAND CAUSES of outcomes and impacts

Page 18: Setting the Stage:  Workshop Framing and Crosscutting Issues

Outcomes Impacts

Page 19: Setting the Stage:  Workshop Framing and Crosscutting Issues

As a profession, we often either oversimplify causationor we overcomplicate it!

Page 20: Setting the Stage:  Workshop Framing and Crosscutting Issues

“In my opinion, measuring attribution is critical, and we can't do that unless we use control groups to compare them to.”

Comment in an expert discussion on The Guardian online, May 2013

Page 21: Setting the Stage:  Workshop Framing and Crosscutting Issues

1. Check that the results support causal attribution

2. Compare results to the counterfactual

3. Investigate possible alternative explanations

Page 22: Setting the Stage:  Workshop Framing and Crosscutting Issues

SYNTHESIZE data from one or more evaluations

Page 23: Setting the Stage:  Workshop Framing and Crosscutting Issues

Was it good?Did it work?

Was it effective?

For whom did it work?

In what ways did it work?

Was it value for money?Was it cost-effective?

Did it succeed in terms of the Triple Bottom Line?

Page 24: Setting the Stage:  Workshop Framing and Crosscutting Issues

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How do we synthesize diverse evidence about performance?

All intended impacts achieved

Some intended impacts achieved

No negative impacts

Overall synthesis GOOD ?? ?? BAD

Page 25: Setting the Stage:  Workshop Framing and Crosscutting Issues

1. Synthesize data from a single evaluation

2. Synthesize data across evaluations

3. Generalize findings

Page 26: Setting the Stage:  Workshop Framing and Crosscutting Issues

REPORT and SUPPORT USE of findings

Page 27: Setting the Stage:  Workshop Framing and Crosscutting Issues

I can honestly say that not a day goes by when we don’t

use those evaluations in one

way or another

Page 28: Setting the Stage:  Workshop Framing and Crosscutting Issues

1. Identify reporting requirements

2. Develop reporting media

3. Ensure accessibility4. Develop

recommendations5. Support use

Page 29: Setting the Stage:  Workshop Framing and Crosscutting Issues
Page 30: Setting the Stage:  Workshop Framing and Crosscutting Issues

MANAGE your evaluation

Page 31: Setting the Stage:  Workshop Framing and Crosscutting Issues

1. Understand and engage with stakeholders 

2. Establish decision making processes

3. Decide who will conduct the evaluation

4. Determine and secure resources5. Define ethical and quality

evaluation standards 6. Document management

processes and agreements7. Develop evaluation plan or

framework8. Review evaluation 9. Develop evaluation capacity

Page 32: Setting the Stage:  Workshop Framing and Crosscutting Issues
Page 33: Setting the Stage:  Workshop Framing and Crosscutting Issues

DESCRIBEUNDERSTAND CAUSESSYNTHESIZEREPORT & SUPPORT USE

Descriptive Questions – Was the policy implemented as planned?

Causal questions – Did the policy change contribute to improved health outcomes?

Synthesis questions – Was the policy overall a success?

Action questions – What should we do?

Making decisionsLook at type of questions

Page 34: Setting the Stage:  Workshop Framing and Crosscutting Issues

Making decisionsCompare pros and cons

Page 35: Setting the Stage:  Workshop Framing and Crosscutting Issues

Participant Questionnaire

Key Informant Interviews Project Records

Observation of program implementation

KEQ1 What was the quality of implementation?

✔ ✔ ✔ ✔

KEQ2 To what extent were the program objectives met?

✔ ✔ ✔

KEQ3 What other impacts did the program have?

✔ ✔

KEQ4 How could the program be improved?

✔ ✔ ✔

Making decisionsCreate an evaluation matrix

Page 36: Setting the Stage:  Workshop Framing and Crosscutting Issues

www.betterevaluation.org

Page 37: Setting the Stage:  Workshop Framing and Crosscutting Issues

Examples

Descriptions

ToolsGuides

Comments

R & D

Documenting

Sharing

Events ACTIVITIES

WEBSITE

Page 38: Setting the Stage:  Workshop Framing and Crosscutting Issues

Founding Partners

Financial Supporters

Page 39: Setting the Stage:  Workshop Framing and Crosscutting Issues

For more information:www.betterevaluation.org/start_here