Evaluation 2017: From Learning to Action

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Towards a gold standard in universal metrics: The XE4 dashboard

Session Number: 1599
Track: Integrating Technology into Evaluation
Session Type: Skill-Building Workshop
Tags: aid effectiveness, Analysis/interpretation:mixed methods, Best Practices, BIG DATA, business intelligence, capacity assessment, Capacity Development, Cost-benefit analysis, Data Visualization, Data-based decision making, economics, evaluation reporting, financial indicators, Framework development, Goal-Free Evaluation, Impact Measurement and Management, Information and communication technology, knowledge management, learning from evaluation, Management Information Systems (MIS), Michael Scriven, Outcomes Measurement, Program Evaluation Standards
First Author or Discussion Group Leader: Errol Edward Goetsch, M&E Trainer; PhD candidate [Student - University of the Witwatersrand]
Time: Nov 10, 2017 (03:30 PM - 04:15 PM)
Room: Roosevelt 4

Theme: Learning to Enhance Evaluation
Audience Level: Intermediate, Advanced

Session Abstract (150 words): 

Despite the range of development priorities and programmes and the diversity of settings, projects have key features in common that lend themselves to standardized metrics. This workshop demonstrates a field-tested dashboard that works for all projects. The gauges summarize those key common features that capture a project. They capture the 10 key performance areas: R&D, Human Resources, Finance, Facilities, Procurement, Production, Information, Strategy, Marketing and Risk. They reflect the corresponding 10 key performance indicators: policies, people, payments, places, power, products, proofs, payoffs, payers and progress. In the workshop, delegates will practice on the dashboard and calculate the metrics that matter most to donors: Economy, Efficiency, Effectiveness, the Cost/Benefit Equity ratios, sustainability, the expected value of the project, its capacity and risk, its actual and target impact etc. The workshop has a Research on Evaluation component. It is informed by the presenter's recent study of 100 M&E practitioners world-wide. They were shown 74 elements of an evaluation report and asked to show which they already include and to add the elements that they see as missing. The dashboard is therefore linked to a "best practice" reporting template that offers maximum transparency for donors and implementing agencies (and maximum effectiveness for evaluators). It is suited for an advanced audience. [With thanks to Dr Michael Scriven and a grant from the Faster Forward Foundation]

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Cancellation Policy: Refunds less a $50 fee will be granted for requests received in writing prior to 11:59 PM EDT October 16, 2017. Email cancellation requests to registration@eval.org. Fax request to (202) 367-2173. All refunds are processed after the meeting. After October 16, 2017 all sales are final. For Evaluation 2017, international attendees and presenters who encounter complications due to the international travel environment will have up to 30 days after the event to request a refund and submit appropriate documentation. No administrative fee will apply for the international requests. The $50 fee will be waived for registrants who planned to travel into the US and experienced international travel issues.