VISIT ONE
KE Y FIN D IN G S PRT Technical Assistance Scorecard | Cycle 3A
AREA OF INTEREST
INSTITUTION FEEDBACK
PARTNERSHIP RESOURCE TEAMS FEEDBACK
FAMILIARITY With the Areas of Focus
Very Strong Not Applicable
With the PRT Process
Strong
CONFIDENCE IN PRT PROCESS
Strong
Very Strong
Not Applicable
Very Strong
RECEPTIVENESS TO VISIT EXPECTATIONS FOR THE VISIT
Areas of Interest
Developing Proposed Solutions and Strategies for the Area of Focus (4)
Met
PRT Preparedness and Collegiality (4)
Met
Dialogue with Peers (3)
Met
Not Applicable
PRT APPROACH Sufficiency of Information Provided
Strong
Not Applicable
PRT’s Preparedness
Strong
Very Strong
Very Strong
Very Strong
Strong
Very Strong
Very Strong
Very Strong
Strong
Very Strong
Open-mindedness
Very Strong
Very Strong
Focuses on Solutions
Very Strong
Very Strong
PRT Expertise
Strong
Very Strong
Focus on Sustainable and Sound Practices
Strong
Very Strong
Recognition of Institutional Personnel as Problem-Solving Peers
Strong
Very Strong
Very Strong
Not Applicable
Communication with IEPI Project Director/PRT Lead After the Visit
Strong
Not Applicable
Scheduling Visit Date
Strong
Strong
Scheduling Meetings During Visit
Strong
Strong
Very Strong
Very Strong
Strong
Not Applicable
Positive, Constructive and Solution-Oriented Approach Knowledge of Sound Practices Helpfulness Understanding of Area of Focus in Institutional Context
LOGISTICS Communication with IEPI Project Director/PRT Lead Before the Visit
Effectiveness: PRT Lead Dissemination of info: Next Steps
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AREA OF INTEREST
INSTITUTION FEEDBACK
PARTNERSHIP RESOURCE TEAMS FEEDBACK
PRT PROCESS Thoughtful Questioning by PRT Members (5) How the PRT Functioned Well
PRT was Well-Prepared (4) Peer Guidance from the PRT (3)
How the PRT Could Have Functioned Better
Working as a Team Professionally (7) Participation and Planning (5) Depth of Understanding (5) Communication among PRT Members (3) Increased Preparation Time (4)
Better Scheduling During the Visit (2)
More Detailed and Advanced Information about the Client Institution (3)
CHALLENGES
General Areas
Adequate Representation of Client Institution Constituents (2)
Coordinating Conflicting PRT-Member Schedules (4)
Finding Space in the Schedule for Meaningful Conversations about the Areas of Focus (2)
Full Institutional Constituent Collaboration (4)
TEAM OPERATION Clarity of Roles
Very Strong
Shared Outcomes for Visits
Very Strong
Communication: Clarity
Very Strong
Communication: Timeliness
Very Strong
Access to Information: Areas of Focus
Strong
Access to Information: Travel Time Availability: Institutional Meetings
Strong Not Applicable
Very Strong
Time Availability: Team Meetings
Strong
Usefulness of Face-to-Face Meetings
Strong
Effectiveness Pre-Visit Phone Conference
Moderate
Coordination & Leadership of PRT Lead
Strong
Average Preparation Time for Visit (hours) Average Time Completing FollowUp Activities (hours)
8.33 Not Applicable
3.14
Average Time Preparing for Next Visit (hours)
2.19
TRAINING Facilitative Approach at the Meetings (4)
Concepts Applied at the Visit
Active Listening Techniques (3) Appreciative Inquiry (Inquiry Approach to Solutions) (5)
Particular Helpful Practice
Not Applicable
Listening Techniques (3) Sharing Experiences (3)
Overall Usefulness and Effectiveness of the Training
Very Strong
TRAINING IMPROVEMENTS Suggestions, Methods and Curriculum
Not Applicable
Make Checklists and Tools (Cheat Sheets) to Help Process Information (3) Inquiry Practice (3)
TEAM TAKEAWAYS For Application at Home Sites/ Other Venues
Not Applicable
Learned Skills Related to Working in Teams (4)
Robert Pacheco, Ed.D., External Evaluator | BOB@PACH3.CO
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