1. Program Planning and Evaluation Methods
Presented by Marsha Pendergrass, MPA
Pendergrass Smith Consulting

2. Program Planning and Evaluation Methods
Workshop Outline
Introductions and Expectations
Program Planning and Design
Process and Outcomes
Logic Models
Evaluations
Other Program Considerations
Feedback and Closing
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

3. Program Planning and Evaluation Methods
Introductions
Name
What do you hope to learn today?
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

4. Program Planning and Evaluation Methods
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

5. Program Planning and Evaluation Methods
A System Prospective
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

6. Steps in Program Planning
Program Planning and Evaluation Methods
Steps in Program Planning
1. Analyze the situation.
2. State the purpose of your organization. What is needed?
3. State the objectives for the program.
4. Take stock of your resources. Choose approach.
5. Plan details – Assign responsibilities.
6. Implementation - Do it!
7. Evaluate
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

7. Program Planning and Evaluation Methods
Glossary
Program
Project
A collection of organizational resources that is geared to accomplish a certain major goal or set of goals.
May consist of multiple related projects.
A scheduled undertaking for the purpose of creating a product or service.
Usually consists of multiple tasks over a specific period of time.
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

8. Solid Program Planning
Program Planning and Evaluation Methods
Solid Program Planning
1. Program Should Tie to the Organizations Mission
2. Program Planning Should Tie with Strategic Planning
3. Involve the Board
4. Conduct Program Planning as a Team
5. Involve Potential Internal/External Customers as Much as Possible
6. Don' Worry About Developing the Perfect Program Plan
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

9. Tie to the Organization’s Mission
Program Planning and Evaluation Methods
Tie to the Organization’s Mission
Take Wings Foundation Alignment Model
CORE
SERVICES
MISSION
VISION
The mission of the Take Wings Foundation is to build self-esteem of at-risk girls between the ages of living in the greater San Francisco Bay Area by providing positive experiences and role modeling.
Scholarships
Community Service
Take Wings Foundation envisions a productive community of positive, educated, professional and confident young people who are serving their communities by being role models for future generations.
Life Skills Training
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

10. Program Planning and Evaluation Methods
Learn by doing
Brainstorm ideas
Describe a project
Identify target population
Outline outreach strategy
Report out
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

11. Program Planning and Evaluation Methods
Process and Outcomes
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

12. Program Planning and Evaluation Methods
Glossary
Goals
Outcomes
Describes “WHAT” you want to achieve.
Broad statements applied to a program or project.
May be one or more.
The basic result that is expected to occur as a result of implementing a program.
An outcome statement may describe expected changes in any of the following areas: client/community impact, policy/systems change, community building, and/or organization development.
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

13. Program Planning and Evaluation Methods
Glossary
Objectives
Tasks/Activities
An objective states who does what, by when, how much as measured by which criteria.
There are process objectives and impact objectives.
Usually starts with an action verb.
Steps to take to achieve your objective.
An activity that needs to be accomplished within a defined period of time or by a deadline.
Can be broken down into assignments which should also have a defined start and end date or a deadline for completion.
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

14. Program Planning and Evaluation Methods
Create S.M.A.R.T. Goals
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

15. Program Planning and Evaluation Methods
Learn by doing
Create 1-2 project outcomes
Create 2-3 project goals
Create 3-4 S.M.A.R.T. objectives
Report out
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

16. Program Planning and Evaluation Methods
Logic Models
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

17. Program Planning and Evaluation Methods
Clarification
Logic Model
Theory of Change
Graphically illustrates program components, identifies outcomes, inputs and activities
Links outcomes and activities to explain how and why the expected change will occur
Usually starts with a program and illustrates its components
Usually starts with a goal before deciding on program components
Requires identification of program components, but doesn’t show why activities are expected to produce outcomes
Requires justification for program components; specifies the hypothesis about why something will cause something else
Sometimes includes indicators to measure outcomes
Requires identifying indicators to measure outcomes
Best used to demonstrate you have carefully identified the inputs, outputs and outcomes of your work
Best used to design and evaluate a complex initiative
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

18. Logic Model Components
Program Planning and Evaluation Methods
Logic Model Components
Your Planned Work
Your Intended Results
INPUTS/ RESOURCES
ACTIVITIES
OUTPUTS
OUTCOMES
INDICATORS
RESULTS/ IMPACT
What we invest - In order to accomplish our set of activities we will need the following:
What we do - In order to address our problem we will do the following:
What we get - We expect that once completed or underway these activities will produce the following evidence of service delivery
What we expect right away - We expect that if completed or ongoing these activities will lead to the following changes in 1-3 years
How we know – In order to know what we are doing is working we will measure the following:
What we expect in the long term - We expect that if completed these activities will lead to the following changes in 4-6 or 7-10 years
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

19. Program Planning and Evaluation Methods
Program Evaluation
12/2/2018
Pendergrass Smith Consulting
Pendergrass Smith Consulting

20. Program Planning and Evaluation Methods
Why Evaluate?
Understand, verify or increase the impact
Improve
Verify that you're doing what you think you're doing
Facilitate management's thinking
Produce data and/or verify results
Produce valid comparisons
Fully examine and describe effective programs for duplication
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

21. Program Planning and Evaluation Methods
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

22. Planning for Improvement
Program Planning and Evaluation Methods
Planning for Improvement
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

23. Program Planning and Evaluation Methods
Learn by doing
List 4-5 things you can evaluate to show change
What evaluation methods would you use
Report out
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

24. Program Planning and Evaluation Methods
Other Considerations
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting

25. Questions and Feedback
Program Planning and Evaluation Methods
Questions and Feedback
Pendergrass Smith Consulting
12/2/2018
Pendergrass Smith Consulting