1. Process Evaluation and Your HSIP Facilitated by Dave Lohrmann and Jim O’Neil (aka Data Man)

2. Evaluating CSHP Implementation from Start to Finish (Part 2)

3. By the end of this session, learners will be able to: Define process evaluation; Explain the relationship between process evaluation and a HSIP; List the steps for periodically completing a process index; Demonstrate the ability to apply process evaluation when implementing a HSIP.

4. Thinking for a Change by John C. Maxwell

5. Possibility Thinking “Unleash your enthusiasm and hope to find solutions even for situations that seem impossible”

6. Possibility Thinking Increases your possibilities Draws opportunities and people to you Increases others’ possibilities Allows you to dream big dreams Makes it possible to rise above average Gives you energy Keeps you from giving up

7. Strategic Thinking Implement plans that give you direction for today and increase your potential for tomorrow

8. Strategic Thinking Simplifies the difficult Prompts you to ask the right questions Prompts customization Prepares you for an uncertain tomorrow Reduces margin of error Gives you influence with others

9. Reflective Thinking Revisit the past in order to gain a true perspective and think with understanding

10. Reflective Thinking Gives you true perspective Increases your confidence in decision making Clarifies the big picture Takes a good experience and makes it a valuable experience

11. Reflective Thinking: How? Set aside time for reflection Remove yourself from distractions Review your calendar or journal Ask the right questions Cement your learning through ACTION

12. Process Evaluation = Structured, team reflective thinking

13. Process Evaluation Tracking your progress toward fully implementing your plan

14. HSIP Goals and Objectives Periodically Assess Progress Focus on Planned Activities Adjust as needed Act Achieve

15. Change Game Diffusion of Innovation Theory Edward Demming--TQM

17. HSIP Goals and Objectives Periodically Assess Progress Focus on Planned Activities Adjust as needed Act Achieve

18. Tool = Process Index (customized to your HSIP)

19. Process Index Step 1—Periodically assess progress Step 2—Focus--identify supports and barriers Step 3—Adjust and determine what to do Step 4—Act on plan

20. Process Index— Step 1 Periodically assess progress toward completing activities under each objective –Not Started –In Planning –In progress –In Place How often? Every six months

21. PROCESS INDEX—Name of District/Corporation CHARACTERIST5IC # OBJECTIVE #: ASSESSMENT PERIOD NO. 1 FROM ________TO, 19________ Not Started In Planning In Progress In Place Activity TOTAL SCORE *The ENTIRE process index, Steps 1-4, is completed at the end of each six-month assessment period.

22. Example Personal Project Objective and Activities Goal: Park both cars in the garage year round. Objective: By August 15, construct an a sturdy utility building large enough to hold lawn care equipment, top carrier, and winter snow toys on the northeast quadrant of the backyard.

23. Example Personal Project Objective and Activities Activities: – 1. Review neighborhood covenants to determine if allowed allowed – 2. Gather information about building size, material, cost, and quality and effort needed to “do-it-yourself” cost, and quality and effort needed to “do-it-yourself” – 3. Determine “adequate” size – 4. Determine material options, cost range, and features – 5. Decide whether to build it or have it built – 6. Complete comparison shopping using Sunday newspapers – 7. Purchase high quality utility building kit at lowest price – 8. Identify contractors who can construct building and secure bids – 9. Hire well qualified, competitively priced contractor –10. Set construction date –11. Arrange delivery of building kit –12. Monitor building construction to determine correct placement and if level –13. Inspect building to make sure constructed properly –14. Pay contractor –15. Move equipment into new building

24. Objective: Build sturdy utility building large enough to hold lawn care equipment, top carrier, and show toys constructed on northeast quadrant of back yard by August 15. No Action In Planning In Progress In Place 1. Neighborhood covenants reviewed and determination made 2. Information about size, materials and cost gathered 3. “Adequate” size determined 4. Material options, cost range, and features determined 5. Whether to build or have built decided 6. Comparison shopping using Sunday newspaper ads completed 7. High quality utility building kit purchased at lowest price 8. Contractors who can construct building identified and bids received 9. Well qualified and competitively priced contractor hired 10. Construction date prior to August 15 set 11. Building kit delivered; all parts there 12. Building construction monitored; placement correct and level 13. Building inspected and found to be constructed properly 14. Contractor paid 15. Equipment moved into building 16. Lessons learned Example June to August Process Index for Personal Project

25. Objective: Build sturdy utility building large enough to hold lawn care equipment, top carrier, and show toys constructed on northeast quadrant of back yard by August 15. No Action In Planning In Progress In Place 1. Neighborhood covenants reviewed and determination made 2. Information about size, materials and cost gathered 3. “Adequate” size determined 4. Material options, cost range, and features determined 5. Whether to build or have built decided 6. Comparison shopping using Sunday newspaper ads completed 7. High quality utility building kit purchased at lowest price 8. Contractors who can construct building identified and bids received 9. Well qualified and competitively priced contractor hired 10. Construction date prior to August 15 set 11. Building kit delivered; all parts there 12. Building construction monitored; placement correct and building level 13. Building inspected and found to be constructed properly 14. Contractor paid 15. Equipment moved into building 16. Lessons learned XXXXXXXXXXXXXX X XXXX XXXXXXXXXXXXXXXX Example June 1 – July 15 Process Index for Personal Project

26. Process Index— Step 2 Analysis –Identify factors that supports completion of indicators/activities achieved –Identify factors that impede completion of indicators/activities achieved Reflect –When we succeed what factors help? –When we fail, what factors impede? –What do we need to do to succeed?

27. Factors that Can Support or Impede Completion of CSHP Objectives and Activities (see appendix for complete listing) Generic Process evaluation Agency commitment Interagency agreement Needs assessment Coalition building Marketing and communicationPolicy/regulations Staff development Long-range planning Summative evaluation

28. Objective: Build sturdy utility building large enough to hold lawn care equipment, top carrier, and show toys constructed on northeast quadrant of back yard against fence by August 15. No Action In Planning In Progress In Place 1. Neighborhood covenants reviewed and determination made 2. Information about size, materials and cost gathered 3. “Adequate” size determined 4. Material options, cost range, and features determined 5. Whether to build or have built decided 6. Comparison shopping using Sunday newspaper ads completed 7. High quality utility building kit purchased at lowest price 8. Contractors who can construct building identified and bids received 9. Well qualified and competitively priced contractor hired 10. Construction date prior to August 15 set 11. Building kit delivered; all parts there 12. Building construction monitored; placement correct and building level 13. Building inspected and found to be constructed properly 14. Contractor paid 15. Equipment moved into building 16. Lessons learned X X XXXXXX XXXXXXXXXXXXXXXXXXXXXXXX Example July 16-August 30 Process Index for Personal Project

29. Process Index— Step 3 Recommend Action For each indicator, what do we need to do over the next six months to make progress? –Actions –Responsible person/group –Completion date –(Evidence)

30. Objective: Utility building large enough to hold lawn care equipment, top carrier, and show toys constructed on northeast quadrant of back yard against fence by August 15, 2003. No Action In Planning In Progress In Place 1. Neighborhood covenants reviewed and determination made 2. Information about size, materials and cost gathered 3. “Adequate” size determined 4. Material options, cost range, and features determined 5. Whether to build or have built decided 6. Comparison shopping using Sunday newspaper ads completed 7. High quality utility building kit purchased at lowest price 8. Contractors who can construct building identified and bids received 9. Well qualified and competitively priced contractor hired 10. Construction date prior to August 15 set 11. Building kit delivered; all parts there 12. Building construction monitored; placement correct and building level 13. Building inspected and found to be constructed properly 14. Contractor paid 15. Equipment moved into building 16. Lessons learnedX X XXXXXX XXXXXXXXXXXXXXXXXXXXXXXX Example July 16-August 30 Process Index for Personal Project

31. Step 4-- Taking ActionTaking ActionTaking ActionTaking Action

32. HSIP Goals and Objectives Periodically Assess Progress Focus on Planned Activities Adjust as needed Act Achieve

33. Reflective Thinking—How? Set aside time for reflection Remove yourself from distractions Review your calendar or journal (process index) Ask the right questions –What facilitated our success? –What impeded our success? –What do we need to do in the next six months to move forward? Cement your learning through ACTION

34. Within your team Review the process index Identify questions/concerns and discuss with your coach---call over Dave or Jim Revisit your status—HSRC report and HSIP Decide how your team will move forward with HSIP and process evaluation –Prepare index for each HSIP objective –Decide who to involve –Meet to score process indexes –Move forward

35. The End (But really just the Beginning )