Essentials of Utilization-Focused Evaluation

Michael Quinn Patton, August 2011. Sage publications

Publisher’s description:

“Based on Michael Quinn Patton’s best-selling Utilization-Focused Evaluation, this briefer book provides an overall framework and essential checklist steps for designing and conducting evaluations that actually get used. The new material and innovative graphics present the utilization-focused evaluation process as a complex adaptive system, incorporating current understandings about systems thinking and complexity concepts. The book integrates theory and practice, is based on both research and professional experience, and offers new case examples and cartoons with Patton’s signature humor. ”


Step 1. Assess and Build Program and Organizational Readiness for Utilization-Focused Evaluation
Step 2. Assess and Enhance Evaluator Readiness and Competence to Undertake a Utilization-Focused Evaluation
Step 3. Identify, Organize, and Engage Primary Intended Users: The Personal Factor
Step 4. Situation Analysis Conducted Jointly With Primary Intended Users
Step 5. Identify and Prioritize Primary Intended Uses by Determining Priority Purposes
Step 6. Consider and Build in Process Uses if and as Appropriate
Step 7. Focus Priority Evaluation Questions
Step 8. Check That Fundamental Areas for Evaluation Inquiry Are Being Adequately Addressed: Implementation, Outcomes, and Attribution Questions
Step 9. Determine What Intervention Model or Theory of Change Is Being Evaluated
Step 10. Negotiate Appropriate Methods to Generate Credible Findings That Support Intended Use by Intended Users
Step 11. Make Sure Intended Users Understand Potential Methods Controversies and Their Implications
Step 12. Simulate Use of Findings: Evaluation’s Equivalent of a Dress Rehearsal
Step 13. Gather Data With Ongoing Attention to Use
Step 14. Organize and Present the Data for Interpretation and Use by Primary Intended Users: Analysis, Interpretation, Judgment, and Recommendations
Step 15. Prepare an Evaluation Report to Facilitate Use and Disseminate Significant Findings to Expand Influence
Step 16. Follow Up With Primary Intended Users to Facilitate and Enhance Use
Step 17. Metaevaluation of Use: Be Accountable, Learn, and Improve
Summary and Conclusion


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