Monitoring and evaluation

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BML323: Designing, Developing and Delivering Training Materials

Monitoring, Evalua:on and Feedback

Dr Andy Clegg


Aims   To iden(fy the purpose and ra(onale for evalua(on and training   To cri(cally evaluate the key elements of the monitoring, evalua(on

and feedback process

To consider methodological approaches against established

frameworks for monitoring and evalua(on, and their applica(on to different kinds of training events/scenarios

To consider the prac(cal reali(es of the monitoring and evalua(on

process, and devise appropriate monitoring and evalua(on strategies for suggested training scenarios, with reference to case studies


Setting the context…


Monitoring and Evaluation Ac:vity 1: •  Iden(fy the context(s) for monitoring and evalua(on…


Learning Outcomes Setting the Context for Evaluation

—  Learning outcomes are goals that describe how a trainee

will be different because of a learning experience. More specifically, learning outcomes are the knowledge, skills, attitudes, and habits of mind that trainees take with them from a learning experience


Learning Outcomes Setting the Context for Evaluation

Learning outcomes are goals that describe how a trainee

will be different because of a learning experience. More specifically, learning outcomes are the knowledge, skills, attitudes, and habits of mind that trainees take with them from a learning experience   Relate to the business case for training/ what has

necessitated a training intervention?


Learning Outcomes Setting the Context for Evaluation Specific

outcome is focused on a specific category of trainee learning/development

Measureable

data (quantitative/qualitative) can be collected to measure trainee learning

Attainable

the outcome is attainable given the training experience

Results-focused

learning outcomes are assessed against an appropriate assessment framework/marking schematic/ROI framework

Tailored

learning outcome reflects the wider programme aims/levelness [Adapted from the University Oregon, 2015]


Formative v Summative Formative   The goal of forma(ve assessment/evalua(on is to monitor

the progression of trainee learning to provide on-going feedback that can be used by instructors to improve their teaching and by trainees to improve their learning Summative   The goal of summa(ve assessment is to evaluate student

learning at the end of an instruc(onal unit by comparing it against some standard or benchmark


Context

Internal • Trainees are employees of a specific business

External • Trainees are separate businesses


Context


The purpose of evaluation…


Monitoring and Evaluation Ac:vity 2: •  What is the purpose of evalua(on? •  What elements of training are you actually monitoring and evalua(ng, and why? •  What the key ques(ons to ask for effec(ve training and learning evalua(on?


The Purpose of Evaluation Key Themes   To determine whether the training and development objectives are

being met   To determine the effectiveness of the different components of

training and development programme (e.g. contents, training aids, facilities and environment, programme schedule, presentation style, the instructor etc)   To determine whether the training and development programme

justifies the cost   To decide who (number and type of potential participants) should

participate in future programme   To assess which participants gained the most or the least from

specific programmes

[Topno, 2012]


The Purpose of Evaluation Key Themes   To gain practical insight in order to design, develop and deliver

more effective future programmes   To conform to policy guidelines and documentation of training and

development efforts   To check the extent of transfer of learning i.e. the extent to which

a trainees applies to his/her job   To determine if the training programme maps to the needs the

trainees/organisation

[Topno, 2012]


The Purpose of Evaluation Key Themes   To validate tools and methods of training needs analysis   To confirm/revise options available   To confirm or revise training strategies chosen   To determine trainee and trainer reactions   To assess the acquisition of knowledge, skills and attitudes   To assess trainee's performance in the workplace   To determine whether organisational goals are being met

[Simmonds, 2003]


Effective Monitoring and Evaluation Assessing the Learning   To what extent were the iden(fied training needs objec(ves

achieved by the programme?   To what extent were the learners' objec(ves achieved?   What specifically did the learners learn?   Evidence of aJainment of learning outcomes?   Evidence of implementa(on of learning outcomes in work/

business context?


Effective Monitoring and Evaluation Organisational Context   How successful were the trainees in implemen(ng their

ac(on plans?   To what extent were they supported in this by their line

managers?   To what extent has it supported professional development?   To what extent has the ac(on listed above achieved a Return

on Investment (ROI) for the organiza(on?


Frameworks for Evaluation Kirkpatrick’s 4 Levels of Evaluation

ReacFon of Trainee

Learning

Behaviour

Results


Kirkpatrick’s 4 Levels of Evaluation Level 1: Reac:on of Trainee a measure of sa(sfac(on

Guidelines

•  Determine what you want to find out •  Design a form that will quanFfy reacFons •  Encourage wriNen comments and suggesFons •  Get a 100 percent immediate response •  Get honest responses •  Develop acceptable standards •  Measure reacFons against standards and take the appropriate acFon •  Communicate reacFons as appropriate.


Kirkpatrick’s 4 Levels of Evaluation Level 2: Learning

learning as the extent to which par(cipants change aOtudes, increase knowledge, and/or increase skill as a result of aJending a program

Guidelines

•  Use a control group if it is pracFcal •  Evaluate knowledge, skills, and/or aVtudes both before and aWer the program •  Use tesFng to measure knowledge and aVtudes, and use a performance test to measure skills •  Get a 100 percent response •  Use the results of the evaluaFon to take appropriate acFon


Kirkpatrick’s 4 Levels of Evaluation Level 3: Behaviour

the extent to which a change in behavior has occurred because someone aJended a training program

Guidelines

•  Use a control group if that is pracFcal •  Allow Fme for a change in behavior to take place •  Evaluate both before and aWer the program if that is pracFcal •  Survey and/or interview one or more of the following: trainees, their immediate supervisors, their subordinates and others who oWen observe their behavior. •  Get a 100 percent response •  Repeat the evaluaFon at appropriate Fmes •  Consider cost versus benefits


Kirkpatrick’s 4 Levels of Evaluation Level 4: Results

the final results that occurred because a person aJended a training session

Guidelines

•  Use a control group if it is pracFcal •  Allow Fme for results to be achieved •  Measure both before and aWer the program if it is pracFcal •  Repeat the measurement at appropriate Fmes •  Consider cost versus benefit •  Be saFsfied with evidence if proof is not possible


Methodologies‌


Monitoring and Evaluation Ac:vity 3: •  Iden(fy qualita(ve and quan(ta(ve methodologies that could be used to support the monitoring and evalua(on process


Effective Monitoring and Evaluation Indicative Approaches   Personal inventories and learning logs   Portfolio planning   Diagnostic testing   Observations of practice   Group discussion/focus groups and analysis   Interviews   Mentoring programmes


Evaluation Scenarios Scenario 1:

Scenario 4:

•  Measure the impact of the Learning and Teaching Conference/Fes(val in June

Measure the impact of an

Scenario 2: •  Measure the impact of a sector training event focusing on running a green business Scenario 3: •  Measure the impact of a staff training event on using Moodle

organisa(onal training programme focusing on managing the visitor experience Scenario 5:   Measure the impact of a sector

training event focusing on maximising social media Scenario 6:   Measure the impact of a sector

training event on how to run a sustainable event compliant with ISO 2012-1


Effective Monitoring and Evaluation Key Themes   Honest, transparent, criterion-based   Trainers must also be open to feedback and encouraged to reflect

on their own performance   Holistic approach – not a simple straight line; multi-dimensional

and dynamic   Creativity in choice of approach to capture feedback – 'fit for

purpose'   Embed into a culture of 'continuous improvement'


Case studies‌


Case Study 1:

Employability Journeys in Dance —  Evalua(on centred around

Dance Alumni looking at aOtudes towards employability skills


Case Study 2:

Rural Welcome —  Evalua(on of a skills and

training programme for rural tourism businesses


Case Study 2: Rural Welcome


Case Study 2: Rural Welcome


Case Study 2: Rural Welcome


Case Study 2: Rural Welcome


Case Study 2: Rural Welcome


Case Study 3: NSS Ac:vity 4: Q6: Assessment arrangements and marking have been fair •  What does this mean to you? •  What criteria elements are you judging on? •  What does fair mean? •  What could be done to improve scores in this area?


Case Study 3: NSS Ac:vity 5: •  What makes effec(ve feedback? •  What type of feedback works best for you?


Evaluation Scenario Ac:vity 6: •  You have been asked to develop a new model by which the Business School can effec(vely assess teamwork, so that individual contribu(ons can be iden(fied and assessed fairly •  What criteria would underpin your model and how would you implement it?


Evaluation Scenario Ac:vity 7: •  What evalua(on are you planning for your own training event?


Summary By the end of this session you should be able to: §  Iden(fy the purpose and ra(onale for evalua(on and training §  Cri(cally evaluate the key elements of the monitoring, evalua(on

and feedback process

§  Consider methodological approaches against established

frameworks for monitoring and evalua(on, and their applica(on to different kinds of training events/scenarios

§  Address the prac(cal reali(es of the monitoring and evalua(on

process, and devise appropriate monitoring and evalua(on strategies for suggested training scenarios, with reference to case studies


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