Systematic Program Design - Opportunity finance...DAVID CASTILLO Best Practices Speaker. Evaluation...

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Systematic Program Design

Transcript of Systematic Program Design - Opportunity finance...DAVID CASTILLO Best Practices Speaker. Evaluation...

Page 1: Systematic Program Design - Opportunity finance...DAVID CASTILLO Best Practices Speaker. Evaluation Design. Ak Y flAsk Yourself For whom is the evaluation? What type of evaluation?

Systematic Program Design

Page 2: Systematic Program Design - Opportunity finance...DAVID CASTILLO Best Practices Speaker. Evaluation Design. Ak Y flAsk Yourself For whom is the evaluation? What type of evaluation?

P li t d E tPanelists and Experts Krystal Langholz, Director of

Programs at First Nations Oweesta Corporation

Sarah Sanders, Independent Consultant

David Castillo, Executive Director at Native Home Capital

Tanya Fiddler, Executive Director at Four Bands Community Fund y

Page 3: Systematic Program Design - Opportunity finance...DAVID CASTILLO Best Practices Speaker. Evaluation Design. Ak Y flAsk Yourself For whom is the evaluation? What type of evaluation?

P D i M d lProgram Design Model

N d A t Needs Assessment Planning C it li ti Capitalization Evaluation Design R t I t Report Impacts

Page 4: Systematic Program Design - Opportunity finance...DAVID CASTILLO Best Practices Speaker. Evaluation Design. Ak Y flAsk Yourself For whom is the evaluation? What type of evaluation?

Needs Assessment

Page 5: Systematic Program Design - Opportunity finance...DAVID CASTILLO Best Practices Speaker. Evaluation Design. Ak Y flAsk Yourself For whom is the evaluation? What type of evaluation?

M th d f D ti N dMethods of Documenting Needs

Advisory groups (formal and informal) Advisory groups (formal and informal)

Listening to clients

Focus groups

Surveys

Listening to colleaguesg g

Gathering relevant statistics

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SARAH SANDERSBest Practices Speaker

SARAH SANDERS

Page 7: Systematic Program Design - Opportunity finance...DAVID CASTILLO Best Practices Speaker. Evaluation Design. Ak Y flAsk Yourself For whom is the evaluation? What type of evaluation?

Planning

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Pl i “M t ” Planning “Musts”:

T k t k f t Take stock of your current resources and restraints

Create goals and objectives

Assign individuals those objective tasks

Lay timeline for doing those tasks

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Y R Potential community

Your Resourcesy

partners: Facilities? Other program delivery

partners? Financial supporters?

Staff and board resourcesresources

Community volunteers

Other programs to integrate with

Page 10: Systematic Program Design - Opportunity finance...DAVID CASTILLO Best Practices Speaker. Evaluation Design. Ak Y flAsk Yourself For whom is the evaluation? What type of evaluation?

Potential Potential Partnerships

Cooperating Agency

CollaboratorCollaborator

Strategic Partner

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Can this be incorporated into existing programming?

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Y R t i tYour Restraints

Run Defense:What are going to be my struggles and how can I

alleviate them before they alleviate them before they happen?

Page 13: Systematic Program Design - Opportunity finance...DAVID CASTILLO Best Practices Speaker. Evaluation Design. Ak Y flAsk Yourself For whom is the evaluation? What type of evaluation?

Table Conversation Brief Introductions Questions on Flipchart Please select someone to “record” on the Please select someone to  record  on the 

flipchart and someone to “report out” at the end

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Capitalization

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BEFORE PROCEEDING TO NEXT STEP ASKNEXT STEP, ASK…Where can I get in-kind or other creative gsupport?

Did I include the later stages of program Did I include the later stages of program design (evaluation and impact reporting) in my budget?

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DAVID CASTILLOBest Practices Speaker

DAVID CASTILLO

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Evaluation Design

Page 18: Systematic Program Design - Opportunity finance...DAVID CASTILLO Best Practices Speaker. Evaluation Design. Ak Y flAsk Yourself For whom is the evaluation? What type of evaluation?

A k Y lfAsk Yourself

For whom is the evaluation?

What type of evaluation?

What resources would I need to do this kind of evaluation?

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What outcomes matter to your organization?

OweestaLoan BasicsImpacts of Capital, such as:  

Business startedJ b t d/ t i dJobs created/retainedHousing units created

Development Services participation p p pnumbers

Much, much, much more…

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Qualitative QuantitativeQualitative Quantitative

Deals with descriptions or feelings Measurable, numerical Data is observed, but not easily measured Gain understanding of reasons and 

motivation To uncover prevalent trends

Structured instrument (survey, etc.) is required

Goal to be able to generalize about larger sample size from the data that is collectedTo uncover prevalent trends  sample size from the data that is collected 

EXAMPLES: interviews with participants, open d d i h “Wh

EXAMPLES: scaled or rated questions on a survey from which you can lift statistical dataended questions on a survey, such as: “What

helped you the most in your financial education class?”

survey from which you can lift statistical data on

Numbers that communicate your outcomes, h “Ad lt th t d dit b ild lThe “stories” behind your program. such as: “Adults that do credit builder loans 

with our organization improve their credit an average of 36 points”.

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BEFORE PROCEEDING TO BEFORE PROCEEDING TO NEXT STEP, ASK…,

Is my evaluation method feasible Is my evaluation method feasible financially and in-line with our organizational capacity?

How can I incorporate metrics into all my program materials, such as my intake forms?forms?

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TANYA FIDDLERBest Practices Speaker

TANYA FIDDLER

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Report Impacts

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T ll th ’ tTell the program’s success story

N lNewslettersAnnual ReportsAnnual ReportsWebsite

GGrant ReportsFacebookFacebook

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Learn, Revise and Grow Learn, Revise and Grow Your Program

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Q ti ??Questions??

KRYSTAL LANGHOLZ

krystal@oweesta [email protected]

303-774-8838