Process Evaluation
and
Your HSIP
Facilitated by
Dave Lohrmann and Jim O’Neil (aka Data Man)
Evaluating
CSHP
Implementation
from Start to
Finish (Part 2)
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.
Thinking for a
Change
by
John C. Maxwell
Possibility
Thinking
―Unleash your enthusiasm and
hope to find solutions even for
situations that seem
impossible‖
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
Strategic
Thinking
Implement plans that give you
direction for today and increase
your potential for tomorrow
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
Reflective
Thinking
Revisit the past in order to gain a
true perspective and think
with understanding
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
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
Process Evaluation =
Structured, team
reflective thinking
Process Evaluation
Tracking
your progress toward
fully implementing
your plan
Achieve Periodically
Assess
Progress
HSIP Focus on
Act Goals and Planned
Objectives Activities
Adjust
as needed
Change Game
Diffusion of Innovation
Theory
Edward Demming--TQM
Achieve Periodically
Assess
Progress
HSIP Focus on
Act Goals and Planned
Objectives Activities
Adjust
as needed
Tool =
Process Index
(customized to your HSIP)
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
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
PROCESS INDEX—Name of District/Corporation
ASSESSMENT PERIOD NO. 1
FROM ________TO, 19________
CHARACTERIST5IC #
OBJECTIVE #:
Not In In In
Started Planning Progress Place
Activity
Activity
Activity
Activity
Activity
Activity
TOTAL SCORE
*The ENTIRE process index, Steps 1-4, is completed
at the end of each six-month assessment period.
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.
Example
Personal Project Objective and Activities
Activities:
– 1. Review neighborhood covenants to determine if
allowed
– 2. Gather information about building size, material,
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
Example June to August
Process Index for Personal Project
No In In In
Objective: Build sturdy utility building large enough to hold lawn Action Planning Progress Place
care equipment, top carrier, and show toys constructed on northeast
quadrant of back yard by August 15.
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 1 – July 15
Process Index for Personal Project
No In In In
Objective: Build sturdy utility building large enough to Action Planning Progress Place
hold lawn care equipment, top carrier, and show toys
constructed on northeast quadrant of back yard by August 15.
1. Neighborhood covenants reviewed and determination made X
2. Information about size, materials and cost gathered X
3. “Adequate” size determined X
4. Material options, cost range, and features determined X
5. Whether to build or have built decided X
6. Comparison shopping using Sunday newspaper ads X
completed X
7. High quality utility building kit purchased at lowest price X
8. Contractors who can construct building identified and bids
received X
9. Well qualified and competitively priced contractor hired X
10. Construction date prior to August 15 set X
11. Building kit delivered; all parts there X
12. Building construction monitored; placement correct and X
building level X
13. Building inspected and found to be constructed properly X
14. Contractor paid X
15. Equipment moved into building X
16. Lessons learned X
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?
Factors that Can Support or Impede
Completion of
CSHP Objectives and Activities
(see appendix for complete listing)
Generic Marketing and
Process evaluation communication
Agency commitment Policy/regulations
Interagency Staff development
agreement Long-range planning
Needs assessment Summative evaluation
Coalition building
Example July 16-August 30
Process Index for Personal Project
No In In In
Objective: Build sturdy utility building large enough to Action Planning Progress Place
hold lawn care equipment, top carrier, and show toys
constructed on northeast quadrant of back yard against fence
by August 15.
1. Neighborhood covenants reviewed and determination made X
2. Information about size, materials and cost gathered X
3. “Adequate” size determined X
4. Material options, cost range, and features determined X
5. Whether to build or have built decided X
6. Comparison shopping using Sunday newspaper ads X
completed X
7. High quality utility building kit purchased at lowest price X
8. Contractors who can construct building identified and bids
received X
9. Well qualified and competitively priced contractor hired X
10. Construction date prior to August 15 set X
11. Building kit delivered; all parts there X
12. Building construction monitored; placement correct and X
building level
13. Building inspected and found to be constructed properly X
14. Contractor paid X
15. Equipment moved into building X
X
16. Lessons learned
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)
Example July 16-August 30
Process Index for Personal Project
No In In In
Objective: Utility building large enough to hold lawn care Action Planning Progress Place
equipment, top carrier, and show toys constructed on northeast
quadrant of back yard against fence by August 15, 2003.
1. Neighborhood covenants reviewed and determination made X
2. Information about size, materials and cost gathered X
3. “Adequate” size determined X
4. Material options, cost range, and features determined X
5. Whether to build or have built decided X
6. Comparison shopping using Sunday newspaper ads X
completed X
7. High quality utility building kit purchased at lowest price X
8. Contractors who can construct building identified and bids
received X
9. Well qualified and competitively priced contractor hired X
10. Construction date prior to August 15 set X
11. Building kit delivered; all parts there X
12. Building construction monitored; placement correct and X
building level
13. Building inspected and found to be constructed properly X
14. Contractor paid X
15. Equipment moved into building X
16. Lessons learned X
Step 4--
Taking Action
Achieve Periodically
Assess
Progress
HSIP Focus on
Act Goals and Planned
Objectives Activities
Adjust
as needed
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
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
The End
(But really just the Beginning)