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Exploring how evaluation practice changes over time Postgraduate Conference, 25 th April 2015 Joana Zozimo, Educational Research, Lancaster University

Joana Zozimo presentation_25042015

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Page 1: Joana Zozimo presentation_25042015

Exploring how evaluation practice changes over time

Postgraduate Conference, 25th April 2015Joana Zozimo, Educational Research, Lancaster University

Page 2: Joana Zozimo presentation_25042015

Why researching evaluation?

• Experience evaluation practice in four countries: Portugal; Spain; Mozambique and UK

• Short term experiences: Guinea Bissau; Cape Verde; Angola and Senegal

• PCM cycle main expertise: evaluation stage

• Evaluation resistance, misunderstanding, struggling

• Bed time story explaining researcher/evaluator

Page 3: Joana Zozimo presentation_25042015

Research Problem

• Performance measurement framework places certainty and attribution (Kusek and Rist, 2004) over reflective practice, uncertainty and contribution (Mayne, 2008; Patton, 2010; Saunders et al., 2005)

• Development education (Dev Ed) sector knows very little about how evaluation is being practiced, by whom and where it is being practiced and to what effect (Henry and Mark, 2003).

• Dev Ed ultimate goals are attitudinal change; social change and/or change behaviour of its beneficiaries.

• Scholars emphasised that Dev Ed changes are more likely to be captured through a practice led-evaluation rather than a performance led-evaluation (Bourn, 2014).

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What is Development education?

• active learning process, • founded on values of solidarity, equality, inclusion and co-operation. • enables people to move from basic awareness of international development

priorities and sustainable human development, • through understanding of the causes and effects of global issues • to personal involvement and informed actions. • fosters the full participation of all citizens in world-wide poverty eradication, and the

fight against exclusion. • seeks to influence more just and sustainable economic, social, environmental,

human rights based national and international policies (DARE Forum, 2004).

Dev Ed Research context : funding dependent; volatile human resources; short term activities based.

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Research Problem (cont.)

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My approach

• Overall research aim: explore how evaluation practice changes over time within developmen education sector.

• Research context: Youth Project evaluation practice timeline; three-year project; run by NDEC (3 groups of participants; funder-recipient context based)

• Research questions: How do development education organisations evaluate their interventions?- What do the Youth Project stakeholders do when evaluate it?- What are the internal and external influences that shape NDEC’s evaluation practice,

particularly in the Youth Project?

• What is Evaluation? What is a social practice?

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What is Evaluation?

• sets or clusters of behaviours• conceptualised as social practices• forming ways of ‘thinking and doing’ • associated with undertaking evaluative activity• attributing value, complexity and appropriateness to social

interventions (Saunders et al., 2011)

• I will use the term “Evaluative Practices”

• In other words, to evaluate is to attribute value …

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How Evaluation is broadly perceived

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What is a social practice?

• routinized type of behaviour,• forms of bodily activities, • forms of mental activities, • ‘things’ and their use, • a background knowledge in the form of understanding, • know-how, • states of emotion and motivational knowledge (Reckwitz, 2002)

In everyday’ s language, a practice is:• a way of cooking, of working, • of investigating, of taking care of oneself or of others, • of evaluating

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What is a social practice? (cont.)

Elements of Practice : Materials; Competence; MeaningDynamics of social practice: co-occurrence of practices; how they are carried by

practitioners (Shove et al., 2012)• Overlap• Interact• Compete• Collaborate• Integrate• Dominate• Or what else?..

Social Practice Theory by Reckwitz (2002) and Shove et al (2012) applied to Evaluation by Saunders (2011) in a Development Education sector.

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Methodology / Research design

Social constructivist perspective; Case study research as approach , not only method! (Simons, 2009); Single in-depth

case study; Qualitative inductive approach, purposeful sampling to allow rich case to be

explored; The case: Evaluation practice of the Youth project (three-year project run by NDEC).

The case design: Units of analysis/ Embedded cases (Yin, 2003):1. Coordinators2. Staff3. Funders

Research decision: ethical decision to design three embedded cases to preserve indviduals’ anonynity and confidentiality.

Page 12: Joana Zozimo presentation_25042015

Data collection overview

• Pilot study with 5 informal conversations; 3 interviews• Fieldwork in practice: 7 hr of participant observation• Observation notes; Informal conversations (n=3); documents (n=10);

Phase 1

Planning the Evaluation

Feb till May 2012

• 15 in-depth semi structured interviews,• 95 hr of participant observation spread over 3 months (weekly basis)• 24 hr of non participant observation spread over 2 months (event basis)• Interviews notes (n=15); observation notes;

Phase 2

Evaluation off the ground

Sept-Nov 2012

• 3 in-depth interviews; 3 informal conversations• 4 documents analysed• Interview notes (n=3); Informal conversations (n=3)

Phase 3

Evaluation reporting

March-April 2013

Page 13: Joana Zozimo presentation_25042015

My Data set/ Approach to analysis

6 Informal conversations notes/research diary 18 interviews transcripts (fully transcribed) 14 documents 126 hr observational field notes /research diary

Case “story” account (Simons, 2009); Transforming data (Wolcott, 1994)“Thick” description (Geertz, 1973); Longitudinal analysis (Saldana, 2002)

Atlas TI software; coding and categorisation; seek patterns and connections; Three cycles of coding - Content analysis, value coding analysis, longitudinal analysis; Social practice theoretical lenses applied to focus on what different groups do on a

daily basis – coordinators; staff and funders;

Informed by literature on: Moments of evaluation (McCluskey et al, 2008) Provisional stabilities (Saunders, 2005)Dynamics of practice (Shove et al., 2012)

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The Case Evaluation Practice Timeline (WIP)

Example imageYouth

Project approved

DfID’s official

letter and guidelibes

Stage 1Planning

Evaluation

GMA’s evaluation mandate

Practice change episodes (PCE)DfID’s

evaluation

reviewed

My presence

in the fieldwork

Stage 2

Getting

Evaluation “off the

ground”

Stage 3 Reporti

ng Evaluati

on

Dev Ed

Political

context

change

PCE - Funders contrasting evaluation approaches

2009/20102011 3/12 9/12 1/13

Page 15: Joana Zozimo presentation_25042015

The Case Evaluation Practice Timeline (WIP)

Example image

FindingDesigning

the Project

Stage 1Planning

Evaluation

Practice change

episodes

Researcher presence in

the fieldwork

Stage 2Getting

Evaluation “off the ground”

Stage 3 Reporting Evaluation

2009/2010 2011 3/12 9/12 1/13

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Main Themes

• Absence of evaluation culture (dishonesty, fear, scepticism)• Retrospective reflection

Finding

Designing the Project

• Evaluation language/discourse• Forced/Imposed practice

Stage 1 Planning

Evaluation

• Resistance • Power (funders’ relationship)• Managerialism• Co-occurrence of practices

Stage 2

Evaluation “off the ground”

• Expectations• Fragmented evaluation practice• Competence

Stage 3

Reporting Evaluation

Page 17: Joana Zozimo presentation_25042015

My account/ research story

• The Grant Management Agency only administered the grant, they weren’t development education specialists. It’s like asking your bank what are the best sausages, you know...they don’t know [laughs]. They might eat it, but they don’t know; you know what I mean...they are not education people; they are consultants who are administering the grants. (Mary, project worker, 7:77, emphasis added)

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My account/ research story

Reflection enables practitioners to notice how evaluation practice has changed over time; and to learn from it !

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My account/ research story

When a new actor [GMA] appear within the funders/recipient context, evaluation practice changes (the way a practice is carried by the practitioners is altered, because new actors

have occupied that space in the field).

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My account /research story

A fragmented practice changes the way evaluation is practiced over time.

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My account /research story

Research participants are expected to have competence in evaluation, to respond to funders mandatory requirements

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My contribution is to the evaluationpractice debate Theoretical contribution – extending evaluation practice theory by using an

advance theoretical framework of SPT applied to a new domain of Dev Ed.

Implications for Practitioners- add fresh insights on evaluative practices within Dev Ed domain; dynamics of social practice places reflective practice at the center of evaluation practice.

Research Impact – gain momentum of 2015 Year of Evaluation http://mymande.org/evalyear/Declaring_2015_as_the_International_Year_of_Evaluation

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My reflective space / Research journey Writing as a sense making tool – despite the use of Atlas, it was only when

I start writing on a daily basis that I deeply engaged with my materials.

Writing as interpretation (Richardson, 1994).

Writing retreats (Rowena Murray) – learning the dynamics of academic writing; create habits; practice writing in a peer group; supportive and contained environment; create your own writing group.

More resources: • Rowena Murray work http://www.rowenamurray.org/

• FASS writing retreat http://www.lancaster.ac.uk/fass/gradschool/training/

• Thesis whisperer http://thesiswhisperer.com/

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References

Bourn, D. (2014) The Theory and Practice of Global Learning. Development Education Research Centre.

DARE Forum. (2004). What is DARE. DEEEP - Developing Europeans’ Engagement for the Eradication of Global Poverty . Retrieved from http://www.deeep.org/what-is-dare-.html

Geertz, C. (1973) The Interpretation of cultures. [New York (N.Y.)]: Basic Books.

Henry, J., Mark, M.M. (2003) Toward an agenda for research on evaluation. In C. A. Christie, ed. The practice-theory relationship in evaluation. Jossey-Bass.

Kusek, J.Z., Rist, R.C. (2004) Ten Steps to a Results-Based Monitoring and Evaluation System: A Handbook for Development Practitioners. World Bank Publications.

Mayne, J. (2008) Contribution analysis: An approach to exploring cause and effect.

McCluskey, A. (2011). Evaluation as deep learning: a holistic perspective on evaluation in the Pallete project. In Reconceptualising evaluative practices in HE (Saunders et al.). Open University Press.

Reckwitz, A. (2002). Toward a Theory of Social Practices: A Development in Culturalist Theorizing. European Journal of Social Theory, 5(2), 243–263

Patton, M.Q. (2010) Developmental Evaluation: Applying Complexity Concepts to Enhance Innovation and Use . Guilford Press.

Saldana, J. (2002) Analyzing Change in Longitudinal Qualitative Data. Youth Theatre Journal 16(1). 1-17

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References

Saunders, M., Charlier, B., Bonamy, J. (2005) Using Evaluation to Create ‘Provisional Stabilities’. Evaluation. 11(1), 37–54.

Saunders, M., Trowler, P., & Bamber, V. (2011). Reconceptualising Evaluative Practices in HE (1st ed.). Open University Press.

Simons, H. (2009) Case study research in practice. Los Angeles ; London: SAGE.

Shove, E. (2012) The dynamics of social practice: everyday life and how it changes. Los Angeles: SAGE.

Wolcott, H.F. (1994) Transforming qualitative data : description, analysis, and interpretation. Thousand Oaks, Calif.: Sage Publications.

Yin, R.K. (2003) Case study research: design and methods. 3rd ed. Thousand Oaks, Calif: Sage Publications.

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Thank you! What resonates with you? Welcome your questions.

[email protected]