High-Impact, Low-Cost Evaluation for Small Projects February 18, 2015

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High-Impact, Low-Cost February 18, 2015 Introductions Jason Burkhardt Wingate Elaine Craft Dennis Faber Jason This material is based upon work supported by the National Science Foundation under grant number 1204683. Any opinions, findings, and conclusions or recommendations expressed in this material are those of the presenters and do not necessarily reflect the views of NSF. evalu-ate.org 1

Behind the Scenes Mike Lesiecki Janet Pinhorn Charlotte Forrest Jason Emma Perk Webinar Materials Jason Slides Handout Recording Available from www.evalu ate.org evalu-ate.org 2

Webinar Overview ATE Small Grants 1 Elaine Craft Mentor Connect Dennis Faber Jason 2 3 Maximizing Evaluation Impact Wingate Minimizing Evaluation Costs Wingate ATE Small Grants Elaine Craft evalu-ate.org 3

The NSF ATE Program focuses on strengthening technician education at the postsecondary and secondary levels for the high technology fields that drive our nation's economy Regional Centers Support Centers Planning Grants Small Grants for Institutions New to ATE Conferences & Workshops ATE Coordination Networks National Centers Centers Leadership Capacity Building ATE PROGRAM Projects Business & Entrepreneurial Skills Dev. Planning Targeted Research Teacher Preparation Exploratory Research Full Scale Research Program Dev. & Improvement Educational Materials Dev. Professional Dev. for Educators evalu-ate.org 4

Broadening the Base of Community Colleges Involved in ATE Elaine Small Grants for Institutions New to ATE ATE PROGRAM Projects Only community college campues that have not had an ATE award in the past 10 years may apply $200,000 over 3 years 12 20 awards made per year Proposal Success Rates (Approximate) Source: Celeste Carter, Mentor Connect Opportunities for NSF ATE Program Funding and Mentor Connect Grant Writing Support Mentor Connect webinar on 9/14/14 www.youtube.com/watch?v=a8l ikoovao 65% of all ATE small grant proposals are funded Elaine 20% of all ATE proposals to ATE are funded evalu-ate.org 5

Examples of ATE Small Grants Faculty Development for Technician Education in Welding, Materials Joining, and Non Destructive Testing $197,944 Manufacturing Associate Degree Education in Northwestern Connecticut $199,960 Elaine Saint Paul College Science Instrumentation Collaborative $199,712 Some Full-Scale Projects Evolve into Centers Elaine Small Project Full Scale Project National or Regional Center Support Center evalu-ate.org 6

Tips for ATE Small Grants* Use resources developed by existing ATE projects and centers Consult with ATE PIs Address rural technician education issues, as appropriate Elaine www.atecentral.net *from ATE program solicitation Mentor- Connect Dennis Faber evalu-ate.org 7

Mentor-Connect provides comprehensive and interactive support for leadership development and knowledge transfer by developing and supporting potential, current and former grantees Dennis Getting Help from Mentor-Connect Worksheet to guide development of project focus and rationale 2 workshops on grant writing and leadership skills ATE mentor for personalized assistance with grant development and submission For Mentor Connect Mentees ONLY For Everyone 3 technical assistance webinars Online resources (e.g., samples, checklists, guidelines, tutorials, webinar recordings) Help desk access (phone, email) evalu-ate.org 8

Applying to Mentor-Connect Applications available this summer Learn more at the Get a Mentor section of mentor connect.org Dennis www.mentor-connect.org evalu-ate.org 9

Maximizing Evaluation Impact Wingate 1. Ask important questions about a project s processes and outcomes. 2. Gather evidence that will help answer those questions. EVALUATION 4. Use the information for accountability, improvement, and planning. 3. Interpret findings and answer the evaluation questions. evalu-ate.org 10

Cost-Saving Strategies Match the scope of the evaluation to the scope of the project. Develop a tracking system to monitor project reach and participation. Maintain a record of key project activities and accomplishments. Utilize institutional research data to the fullest extent possible. Leverage internal and external evaluation to answer the most important questions. Cost-Saving Strategies Match the scope of the evaluation to the scope of the project. evalu-ate.org 11

1. Ask important questions about a project s processes and outcomes. 2. Gather evidence that will help answer those questions. EVALUATION 4. Use the information for accountability, improvement, and planning. 3. Interpret findings and answer the evaluation questions. Before Developing an Evaluation Plan Ensure there is clarity about the need the project is addressing the project s main activities the project s impactees the project s intended outcomes evalu-ate.org 12

Example faculty initiated project in response to challenges associated with the open lab format used at the college. Because students use the lab on an openentry/open exit basis, the staff member on hand at any one time might not have the expertise needed to help the student. To address this challenge, the staff is implementing a strategy of cross training, support and enhancement that provides all faculty members with enough knowledge to deal with basic content issues and questions in the shared concentrations (Electrical Engineering Technology, Electronics/Biomedical Technology, Electro Mechanical Technology, and Automation Engineering Technology.). Goals: 1. Enhance the quality of students' learning experience in the Manufacturing Technology Center by improving the instructor's ability to assist all students in select courses. 2. Improve the quality of the labs. 3. Increase the percentage of students successfully completing courses on his/her first attempt. NEED 1. What is the problem or need being addressed by this project? ACTIVITIES 2. What are the main project activities? PARTICIPANTS 3. Who are the primary participants in the project s activities? OUTCOMES 4. What will be different for participants because of the project? 5. Who is ultimately supposed to benefit from this project? 6. What is expected to be different for students because of the project? evalu-ate.org 13

Confirming Project Logic Need Faculty do not have adequate knowledge to assist students in open labs. Activities Train faculty staffing the lab on all equipment. Outcomes Faculty are able to help students in the lab. Students learn more. A significant number of students are performing poorly in courses requiring open lab work. Students are successful in their courses. 1. Ask important questions about a project s processes and outcomes. 2. Gather evidence that will help answer those questions. EVALUATION 4. Use the information for accountability, improvement, and planning. 3. Interpret findings and answer the evaluation questions. evalu-ate.org 14

Evaluation Questions Activities Outcomes Train faculty staffing the lab on all equipment. 1. To what extent did the training meet the needs of faculty? Faculty are able to help students in the lab. Students learn more. Students are successful in their courses. Evaluation Questions Activities Outcomes Train faculty staffing the lab on all equipment. 2. To what extent did the training improve the faculty s competence with lab equipment? Faculty are able to help students in the lab. Students learn more. Students are successful in their courses. evalu-ate.org 15

Evaluation Questions Activities Outcomes Train faculty staffing the lab on all equipment. 3. To what extent did the training improve student performance in lab related courses? Faculty are able to help students in the lab. Students learn more. Students are successful in their courses. 1. Ask important questions about a project s processes and outcomes. 2. Gather evidence that will help answer those questions. EVALUATION 4. Use the information for accountability, improvement, and planning. 3. Interpret findings and answer the evaluation questions. evalu-ate.org 16

EVALUATION QUESTIONS 1. To what extent did the training meet the needs of participating faculty? 2. To what extent did the training improve the faculty s competence with lab equipment? 3. To what extent did the training improve student performance in lab related courses? INDICATORS Faculty self report of satisfaction, relevance, engagement Degree to which training covered all lab equipment Faculty self report of learning Percentage of faculty participating Participants ability to operate lab equipment Student satisfaction with the help they receive in labs Student grades on assignments requiring lab work Student grades for lab related courses Percentage of students passing courses on first attempt DATA SOURCES/ METHODS Interviews or surveys of participating faculty Review of training content and/or PI self report Interviews or surveys of participating faculty Project records Observation of performances tasks during training Surveys or interviews of students Provided by faculty teaching courses Provided by faculty teaching courses Institutional data 1. Ask important questions about a project s processes and outcomes. 2. Gather evidence that will help answer those questions. EVALUATION 4. Use the information for accountability, improvement, and planning. 3. Interpret findings and answer the evaluation questions. evalu-ate.org 17

Interpret Findings EVALUATION QUESTIONS INDICATORS TARGETS 3. To what extent did the training improve student performance in lab related courses? Student grades on assignments requiring lab work Student grades for lab related courses 75% of students will achieve a grade of C or better on all assignments 75% or more of students will achieve course grade of C or better on first attempt Percentage of students passing classes on first attempt Increase from 50% to at least 75% Compare results with targets in order to answer questions (may find that targets need to be adjusted) 1. Ask important questions about a project s processes and outcomes. 2. Gather evidence that will help answer those questions. EVALUATION 4. Use the information for accountability, improvement, and planning. 3. Interpret findings and answer the evaluation questions. evalu-ate.org 18

Use the Information Accountability Include results in your annual report to NSF Improvement Monitor results as data are gathered to determine if changes are needed in implementation Planning Determine what worked and didn t as you plan your next project Summarize outcomes and lessons learned in your next proposal s Results of Prior NSF Support section Use the Information Accountability Include results in your annual report to NSF Improvement Monitor results as data are gathered to determine if changes are needed in implementation Planning Determine what worked and didn t as you plan your next project Summarize outcomes and lessons learned in your next proposal s Results of Prior NSF Support section Discussing what you learned from your evaluation demonstrates De commitment to excellence and stewardship of resources evalu-ate.org 19

1. Ask important questions about a project s processes and outcomes. 2. Gather evidence that will help answer those questions. EVALUATION 4. Use the information for accountability, improvement, and planning. 3. Interpret findings and answer the evaluation questions. ATE Program Goals produce more qualified science and engineering technicians to meet workforce demands improve the technical skills and the STEM preparation of these technicians and the educators who prepare them Your project s job is to make a contribution to these goals. Your evaluation s job is to determine the merit, worth, and significance of your contribution. evalu-ate.org 20

Cost-saving Strategies Match the scope of the evaluation to the scope of the project. Develop a tracking system to monitor project reach and participation. Maintain a record of key project activities and accomplishments. Utilize institutional research data to the fullest extent possible. Leverage internal and external evaluation to answer the most important questions. Minimizing Evaluation Costs Wingate evalu-ate.org 21

What do you think? What are your suggestions for keeping evaluation costs down? Answer in the chat box Cost-Saving Strategies Match the scope of the evaluation to the scope of the project. Develop a tracking system to monitor project reach and participation. Maintain a record of key project activities and accomplishments. Utilize institutional research data to the fullest extent possible. Leverage internal and external evaluation to answer the most important questions. evalu-ate.org 22

Track Reach and Participation Use spreadsheet or database software to keep a log of WHO PARTICIPATED and their key demographics contact information involvement in the project, including dates students faculty staff partners advisors EvaluATE Example: Track Reach and Participation College Administrators Evaluators PIs Project Staff Not in ATE Co PIs Other 6% 4% 7% 9% 20% 18% 37% ATE Roles of EvaluATE s Participants evalu-ate.org 23

EvaluATE Example: Track Reach and Participation 896 people Frequency of Participation in EvaluATE Events 154 people 49 people 29 people attended 1 2 events attended 3 4 events attended 5 6 events attended 7 or more events Track Reach & Participation Data on project participants are also needed for NSF annual reports ATE annual survey evalu-ate.org 24

Cost-Saving Strategies Match the scope of the evaluation to the scope of the project. Develop a tracking system to monitor project reach and participation. Maintain a record of key project activities and accomplishments. Utilize institutional research data to the fullest extent possible. Leverage internal and external evaluation to answer the most important questions. Project Resume (or Fact Sheet) Provides succinct documentation of your past performance and capacity for future work evalu-ate.org 25

Project Resume (or Fact Sheet) Mission Goals Funding Staffing levels Activities/Deliverables Personnel (including paid staff, consultants, and collaborators) Cost-Saving Strategies Match the scope of the evaluation to the scope of the project. Develop a tracking system to monitor project reach and participation. Maintain a record of key project activities and accomplishments Utilize institutional research data to the fullest extent possible. Leverage internal and external evaluation to answer the most important questions. evalu-ate.org 26

Institutional Data Common Data Elements - student ID - demographics - program of study - retention - graduation Uses - track over time - create comparison group See Carolyn Brennan and Russell Cannon s newsletter article and blog on using institutional data for grant writing and evaluation bit.ly/instdata Cost-Saving Strategies Match the scope of the evaluation to the scope of the project. Develop a tracking system to monitor project reach and participation. Maintain a record of key project activities and accomplishments Utilize institutional research data to the fullest extent possible. Leverage internal and external evaluation to answer the most important questions. evalu-ate.org 27

Budgeting for ATE Evaluation The funds to support an evaluator independent of the project or center must be requested and the requested funds must match the scope of the proposed evaluative activities. What Makes an Evaluator INDEPENDENT? Does not have other roles on the project Is not supervised by someone who works on the project Has no financial or intellectual stake in the project s success evalu-ate.org 28

Evaluators in the ATE Program Any type of evaluator 90% Evaluator external to both project and institution 84% Both internal and external evaluators Evaluator external to project, internal to institution Internal evaluator only 10% 5% 3% Source: ATE Survey 20143 Fact Sheet www.evalu ate.org/annual_survey Budgeting for ATE Evaluation The funds to support an evaluator independent of the project or center must be requested and the requested funds must match the scope of the proposed evaluative activities. evalu-ate.org 29

Budgeting for Evaluation general rule of thumb Budgeting for Evaluation ATE reality evalu-ate.org 30

External Evaluator Roles External Evaluator as Coach External Evaluator as Heavy Lifter External Evaluator as Architect Divide and Conquer To learn more, see my newsletter article at www.evalu-ate.org/newsletter/2014-fall-rqra Leverage Internal and External Evaluation Internal Evaluation External Evaluation evalu-ate.org 31

Cost-Saving Strategies These Match are the scope evaluation of the evaluation tasks that to the project scope of the personnel project. should do! Develop a tracking system to monitor project reach and participation. Maintain a record of key project activities and accomplishments. Utilize institutional research data to the fullest extent possible. Evaluation is an Investment Evaluation is too small: Minimal investment yields minimal return. Evaluation is too big. Drains resources away from project implementation. Evaluation is just right: Adds value to the project. evalu-ate.org 32

Thank You! evalu-ate.org 33