We end with a shoutout to another great podcast that has come out since we last spoke, The Evaluation Couch by Maria Montenegro, which has had many episodes focused on evaluation careers.

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"Too often, evaluation is experienced as a "tax" on doing good: an extractive exercise where we mine data from communities to feed upward reporting structures. It reinforces a power dynamic where the funder holds the yardstick and the community bears the burden of proof. We count the fruits while depleting the soil. But I believe - and have witnessed first hand - that evaluation can be a source of vitality and justice, not just accountability." - Regenerative Evaluation Living Paper: Influences, Pathways, & Practices

Resources

• Introduction to the Regenerative Evaluation Living Paper
• Regenerative Evaluation Living Paper: Influences, Pathways, & Practices
• Impact Garden
• M&E in Complexity: Presenting a methodology for making credible claims
• Capacity Compass
• Regenerative Evaluation Community of Practice

About Jannik Kaiser

Jannik Kaiser is the Co-founder and CEO of Unity Effect, where he leads the area of Regenerative Measurement and Evaluation. As the main editor of the Regenerative Evaluation Living Paper, Jannik has dedicated his career to bridging complexity science with participatory practice.

He advocates for transforming evaluation from a compliance-driven reporting requirement into a regenerative intervention in itself: one that gives more energy than it takes and actively shifts institutional power. His work encompasses a broad spectrum of contributions, ranging from advising global organizations such as the ILO and UN agencies, to developing open-source frameworks such as the Impact Garden, Capacity Compass, and Methodology for Credible Claims in Complexity, to empower purpose-driven organizations worldwide.

Email: jannik@unityeffect.net
LinkedIn: https://www.linkedin.com/in/jannik-kaiser/

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About Robin Lin Miller

Robin Lin Miller, PhD is Professor of Psychology, director of doctoral training in ecological-community psychology, and associate director of training in program evaluation at Michigan State University. She served as lead evaluation specialist for Gay Men’s Health Crisis in the early years of the HIV epidemic and established its first Department of Evaluation. She specializes in evaluating community-led programs, including human rights and advocacy initiatives. Her evaluations – principally conducted in the United States, Africa, and Caribbean – focus on adolescent and Black gay and bisexual men, bisexual girls, transgender women, and male sex workers. She served as lead scientist on the American Psychological Association’s Task Force on Therapeutic Approaches to Sexual Orientation Distress, which is routinely cited in legislation banning conversion therapy practices. Awards include the 2023 Alva and Gunnar Myrdal Evaluation Practice Award from the American Evaluation Association for substantive cumulative contributions to the development of LGBTQ evaluation practice, and the 2022 Exemplary Project W. K. Kellogg Foundation Community Engagement Scholarship Award for evaluating human rights advocacy for LGBTQ people in Africa and the Caribbean. She a member of the Academy for Community Engagement Scholarship, and a fellow of the American Psychological Association and Society for Community Research and Action. She is author of more than 100 scholarly publications, including Breaking Barriers: Sexual and Gender Minority-led Advocacy to End AIDS in Africa and the Caribbean, published by Oxford University Press, co-authored by activist-scholar George Ayala. Past funders include AmFAR, the U.S. Centers for Disease Control and Prevention, National Institute of Mental Health, National Institute of Drug Abuse, the Eunice Kennedy Shriver National Institute of Child Health and Development, and the U.S. Department of State.

Contact information: mill1493@msu.edu

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About guests:

Bianca Montrosse-Moorhead is a Professor of Research Methods, Measurement, and Evaluation at the University of Connecticut, where she also directs the Partnership for Evaluation and Educational Research (PEER). As Co-Editor-in-Chief of New Directions for Evaluation and a fervent advocate for evaluation, Bianca has dedicated her career to bridging the space between evaluation theory and practice. Her work encompasses a broad spectrum of contributions, from evaluating various educational and social programs using diverse methodologies to enhancing the professional training of evaluators worldwide.

Daniela Schroeter serves as a Presidential Innovation Professor and Associate Professor at Western Michigan University. With a Ph.D. in Interdisciplinary Evaluation and over twenty years of research, Daniela has contributed substantially to developing evaluation theories and methodologies. Her global work has involved diverse sectors, focusing on enhancing the capacity and effectiveness of evaluations. Daniela also co-edits the Teaching & Learning of Evaluation section of the American Journal of Evaluation.

Lyssa Wilson Becho serves as a Principal Research Associate at The Evaluation Center of Western Michigan University. Garnering the 2024 Marcia Guttentag Promising New Evaluator Award, Lyssa has made a significant impact in advancing evaluation methodologies, focusing on culturally responsive practices and promoting equity within evaluation processes. Lyssa is a co-Executive Editor for the Journal of MultiDisciplinary Evaluation.

Collectively, their innovative work in evaluation spans continents, cementing their reputation as leaders in advancing the practical, theoretical, and methodological facets of the discipline.

Contact information:

Bianca Montrosse-Moorhead

• Email: bianca@uconn.edu
• LinkedIn: https://www.linkedin.com/in/BMMoorhead/
• ResearchGate: https://www.researchgate.net/profile/Bianca-Montrosse-Moorhead

Daniela Schröter

• Email: daniela.schroeter@wmich.edu
• LinkedIn: https://www.linkedin.com/in/danielaschroeter/
• ResearchGate: https://www.researchgate.net/profile/Daniela-Schroeter

Lyssa Wilson Becho

• Email: lyssa.becho@wmich.edu
• LinkedIn: https://www.linkedin.com/in/lyssa-wilson-becho/
• ResearchGate: https://www.researchgate.net/profile/Lyssa-Becho

Resources mentioned:

Project vita (biography or résumé) with links to all free and publicly available resources: https://tinyurl.com/EvalGardenVita

Montrosse-Moorhead, B., Schröter, D., & Becho, L. W. (2024). The garden of evaluation approaches visualization. Journal of MultiDisciplinary Evaluation, 20(48), 49–58. https://journals.sfu.ca/jmde/index.php/jmde_1/article/view/1029

Montrosse-Moorhead, B., Schröter, D., & Becho, L. W. (2024). The garden of evaluation approaches. American Journal of Evaluation, 45(2), 166–185. https://doi.org/10.1177/10982140231216667

Bledsoe, K. L., & Graham, J. A. (2005). The use of multiple evaluation approaches in program evaluation. American Journal of Evaluation, 26(3), 302-319. https://doi.org/10.1177/1098214005278749

King, J. (2024) Garden of evaluation approaches with SROI and CBA https://linkedin.com/posts/julian-king-87a015a_cba-sroi-vfi-activity-7201338499776618497-J3-z/

Miller, R. L. (2010). Developing standards for empirical examinations of evaluation theory. American Journal of Evaluation, 31(3), 390–399. https://doi.org/10/fmzjxp

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Contact information: Jennifer P. Villalobos - jennifer.villalobos@cgu.edu

About Dr. Jennifer Villalobos: Jennifer P. Villalobos, PhD, is an Assistant Professor of Practice and Director of the Doctor of Evaluation Practice (D.Eval) program at Claremont Graduate University. As an evaluator, scholar-practitioner, and organizational psychologist, her work focuses on advancing socially responsive evaluation, helping organizations increase their DEI profile, positive psychological interventions, and the intersection of evaluation education and practice. Outside of work, Jennifer enjoys spending time with her husband and three kids, cheering them on in their many sports and theatrical events. She’s also a firm believer in the power of community—whether that means mentoring students, collaborating with peers, or just gathering people around good food and conversation.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Sheila Robinson: https://www.sheilabrobinson.com/ & https://www.linkedin.com/in/sheilabrobinson/
Kim Leonard: https://leonardrande.com/ & https://www.linkedin.com/in/kim-firth-leonard-1ba9447/

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Brittany Dernberger is a sociologist and gender inequality expert who has led research, evaluation, and organizational learning across academia, philanthropy, government, large international NGOs, and small nonprofits. Brittany currently leads global initiatives to measure systems-level change at CARE and co-chairs the American Evaluation Association Systems in Evaluation Topical Interest Group.

Learn more about Brittany’s work at http://brittanydernberger.com/. Access CARE’s completed Systems-Level Impact evaluations at https://careevaluations.org/evaluation/keywords/systems-level-impact/. The AEA Systems in Evaluation TIG paper on Principles for Systems Thinking in is available at https://www.betterevaluation.org/sites/default/files/SETIG-Principles-FINAL-DRAFT-2018-9-9.pdf.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Some resources mentioned or suggested for listeners:

• Logic of evaluation
• Evaluation of logic in practice
• Destination Dissertation
• Allison Prieur's LinkedIn profile

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Some resources mentioned:

• TIERS Framework
• Tipping Point Community
• Irvine Foundation
• Change Cadet
• NonProfit AF article on capacity building does not work
• Info on the Public Profit’s evaluation cohort

Contact information:

info@publicprofit.net

About Corey:

Corey got her start as a teacher at Summerbridge Cincinnati in the early 1990s and has been involved in educational equity and social justice movements ever since. She founded Public Profit to build a team that would seamlessly blend social science research methods, organizational change strategy, and a deep commitment to supporting changemakers.

As the Founder and Principal of Public Profit, Corey leads the team’s strategic direction, external relationships, and business development. In addition, Corey serves as an internal thought partner to project teams, assisting with the design of Public Profit’s engagements in evaluation, capacity building, and strategic program design. She is co-author of Public Profit’s Creative Ways to Solicit Stakeholder Feedback and Dabbling in the Data, and a contributor to Evaluation Failures: 22 Tales of Mistakes Made and Lessons Learned. She is a co-editor of the volume, Measure, Use, Improve! Data Use in Out-of-School Time.

About Jes:

Jessica began her career as a peer volunteer on a national youth talkline providing referrals and support to youth in crisis. Challenged by what she heard on the talkline, and by some of her own experiences with the health care system, she developed an interest in health education, equity and advocacy, which launched a career in the social services sector. Eventually, Jessica combined that with a lifetime love of numbers and inquiry, which led her to program evaluation.

Prior to joining Public Profit, Jessica had several years of experience creating, directing and evaluating a range of youth development, LGBT, and health programs. Her work has run the gamut of nonprofit and social service roles including nonprofit finance, human resources, development and agency-led evaluations.

Jessica directs many of the projects at Public Profit. She designs evaluation studies, develops project strategy, and manages implementation including all aspects of data collection, analysis, and reporting. An expert facilitator, Jessica also facilitates large stakeholder meetings and evaluation capacity building trainings, and provides evaluation coaching to clients and staff alike.

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Things and resources mentioned:

• Systems thinking in evaluation (including a discussion of complexity) - Bob Williams and Sjon Van't Hof
• Outcome mapping and outcome harvesting and emergent learning
• Emergent Learning (including before action reviews, after action reviews, emergent learning tables, and more approaches for supporting collective learning and action)
• Strategy Testing - Deborah Ladner and the Asia Foundation
• Kat Haugh - visual facilitation, sensemaking, and notetaking
• Learning to Make All Voices Count Initiative - Summary and full paper
• Cynara training on Decolonizing M&E and Research, led by Michelle Lokot

Contact information:

Michael Moses
mmoses@encompassworld.com
LinkedIn

About Michael Moses:

Michael Moses is a strategist, facilitator, and evaluator with over 12 years of experience working with public and private sector partners to achieve social impact. He advises foundations, companies, governments, and nonprofits in their efforts to design and implement strategies for advancing change, including by capturing and using data to navigate the complex systems in which they work. In doing so, he helps changemakers learn how to improve programs and organizations, adapt, and over time, strengthen their impact.

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Disclaimer: Views expressed here are personal and not reflective of the speaker's respective employers or agencies.

Contact information

Dr. Tatiana Elisa Bustos
tbust002@gmail.com
@TElisa72
https://www.linkedin.com/in/tebustos/

About Dr. Bustos

Dr. Tatiana Elisa Bustos knows that community partner engagement is key to understanding social issues. She’ll share her experience applying community-based participatory research approaches.

Dr. Bustos innovates outside the box ways to do research that invite community participation, improving programs through implementation with a social justice lens. As a 1st generation college student and the daughter of Nicaraguan immigrants, equity is deeply important to her. She is an author and award-winning researcher. She leads professional development workshops on implementation science and community based participatory research.

She received her PhD in Community Psychology from Michigan State University, an MS in Psychology from Nova Southeastern University, and a BA in Psychology from Florida International University. Connect with her on LinkedIn.

Dr. Bustos also appeared on The Sci-Files on Impact 89FM and Beyond the Manuscript, the podcast of Progress in Community Health Partnerships.

Resources

Professional Organizations

• Society for Community Research and Action
• American Evaluation Association Connect (CBPR search)
• Community Psychology TIG

Training Institutes

• https://www.detroiturc.org/programs-expertise/cbpr-capacity-building
• https://www.detroiturc.org/about-cbpr/online-cbpr-course
• https://www.mitrainingcenter.org/courses/cbprs0218noce

Toolkits

• https://ctb.ku.edu/en/table-of-contents/evaluate/evaluation/intervention-research/main

Journals

• Global Journal of Community Psychology
• American Journal of Community Psychology
• Collaborations: A Journal of Community Based Research and Practice

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Eval22 Resources

• Register to attend the AEA Annual Business Meeting on November 3 at 2pm ET; a recording will be made available after the meeting.
• Register to attend TIG virtual meetings before and after the conference
• See the conference schedule at a glance or the entire searchable program
• Learn more about the professional development workshops offered Monday, Tuesday, and Wednesday prior to the conference
• Attend all the social events at the conference: poster exhibit & meet the authors reception, TIG fair & reception, and the silent auction to benefit international presenters
• Attend all the plenary sessions and presidential strand sessions focused on the theme of the conference and watch the virtual pre-conference presidential town hall series that occurred in the months leading up to the conference
• Check out the resources for attendees, including guide to New Orleans, Zoom background options, PowerPoint templates, marketing toolkit, and tips for social media
• Check out the speaker resources, including information about rooms and materials, printing and shipping, and the potent presentations information
• Check out the floor plan for the Exhibit Hall, including the exhibitors, posters, and TIG fair
• This LinkedIn post by Sylvia Pu, PhD has a ton of great comments about how to get the most out of the conference

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Contact information:

Tamara Hamai
Hamai Consulting
assistant@hamaiconsulting.com
https://sustainableimpact.co

About Dr. Tamara Hamai:

Tamara Hamai, Ph.D., has dedicated her career to empowering organizations and rebuilding our global systems to encourage children’s holistic growth and well-being, from prenatal through the completion of higher education – especially those who are most vulnerable and facing the greatest challenges. In 2008, she founded Hamai Consulting as a platform to help organizations increase their impact, stability, and strength to make a bigger impact in children’s lives. Dr. Hamai’s work spans most aspects of child development, such as early childhood education, higher education, child welfare, parenting and discipline, trauma, and adverse childhood experiences. She has previously been featured by KTLA, KPIX CBS San Francisco, ABC 7 News, NBC Radio, American Psychological Association, Western Psychological Association, Institute for Violence, Abuse, and Trauma, American Evaluation Association, National Head Start Association, and several blogs. She is also a reviewer and on the Editorial Board for publications such as the Journal of Aggression, Maltreatment & Trauma, Journal of Child & Adolescent Trauma, Journal of Sexual Abuse, and the Journal of Child Custody.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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In the episode, they also mentioned:

• The Community Foundation of Saint John’s impact measurement and evaluation principles
• The Community Builder’s Approach to Theory of Change
• The Miles Nadal JCC Theory of Change

About Carrie and Harry:

*Carrie Tanasichuk *(Twitter DrCarrieTee & [carrie@sjfoundation.ca](carrie@sjfoundation.ca)) has 16 years of experience in evaluation. She is passionate about using her expertise to help organizations demonstrate impact, improve, and innovate. She has worked across sectors (non-profit, for-profit, government) in diverse areas, including poverty reduction, youth development, criminal justice, health promotion and screening, and technology. She has a Ph.D. in Applied Social Psychology from the University of Saskatchewan.

Harry Daley ([harry@sjfoundation.ca](harry@sjfoundation.ca)) was born and raised in Saint John, New Brunswick. He has dedicated his personal and professional life to working with organizations that focus on poverty reduction and amplifying the youth voice. He has used evaluation as a tool for designing experiential and participatory youth programming and believes evaluation is an integral aspect of program design and facilitation rather than something that lives outside the programs. Harry has a Bachelor of Philosophy in Interdisciplinary Leadership from the University of New Brunswick’s Renaissance College.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Job search & application recommendations:

• Don’t give up. Know your worth. The job process is difficult, but don’t settle and remember it doesn’t reflect necessarily on you. Keep applying!
• Don’t limit yourself in what positions you look for. Expand your horizons.
• Network like your life depends on it! This includes having an online presence and building and leveraging connections with people in your field such as through LinkedIn, EvalYouth (LinkedIn & Twitter @evalyouth_na), and your professors!
• Be a versatile applicant. Build your resume. Seek out learning opportunities to grow as a professional. Be willing to experiment and try new things.

Contact information:

• Email: [bradlietnabours@gmail.com ](bradlietnabours@gmail.com)
• Twitter: bradn98
• LinkedIn: www.linkedin.com/in/bnabours

About Bradlie Nabours:

Bradlie is a perinatal health program evaluator at Johns Hopkins All Children’s Hospital in St.Petersburg, Fl. He works for a federal Healthy Start program focused on reducing adverse perinatal outcomes for black women and their families. He holds a Bachelors of Science in Public Health from Georgia Southern University and completed his Master’s in Public Health with a graduate certificate in Maternal and Child Health from the University of South Florida. He started his evaluation journey while in grad school where he worked as a graduate assistance on the evaluation of a non-profit family violence prevention program. While in grad school his research focused racial disparities in birth outcomes which led him to start his career at the intersection of his research interest and evaluation.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Resources:

• Footprint evaluation
• OECD DAC Criteria for Evaluation Framework

List of websites to find international evaluation:

• https://www.ungm.org/ type “evaluation” in the title bar [for UN only]
• https://reliefweb.int/ or https://reliefweb.int/jobs
• https://www.evalcommunity.com/

Contact information:

Tristi Nichols
tnichols@manitouinc.com
914-414-8288
@tristiempo
https://www.linkedin.com/in/drtristinichols/

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Ayesha was previously on the podcast discussing "teaching evaluation and supporting students and colleagues of color."

Contact information:

Ayesha Boyce
Email: ayesha.boyce@asu.edu
Twitter: @AyeshaBoyce
Website: https://education.asu.edu/about/people/ayesha-boyce

About GUEST:

Ayesha Boyce is currently an associate professor in the Division of Educational Leadership and Innovation at Arizona State University. She also co-directs the STEM Program Evaluation Lab. Boyce’s scholarship focuses on attending to value stances and issues related to diversity, equity, inclusion, access, cultural responsiveness, and social justice within evaluation—especially multi-site, STEM, and contexts with historically marginalized populations. She also examines teaching, mentoring, and learning in evaluation. She has evaluated more than 55 programs funded by the National Science Foundation (NSF), US Department of Education, National Institutes of Health, and Spencer and Teagle foundations. Boyce is a 2019 American Evaluation Association Marcia Guttentag Promising New Evaluator Award recipient. In her teaching and mentorship, Boyce encourages students to develop a strong methodological foundation, conduct studies based on democratic principles, and promote equity, fairness, inclusivity, and diversity.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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About Dr. Eric Persaud:

Eric Persaud received his doctorate in Public Health at the Department of Environmental and Occupational Health Sciences, State University of New York-Downstate Health Sciences University. He focuses on evaluating and researching training programs related to preparing workers for emergencies and disasters, and hazardous workplaces. He has been involved in evaluation and research associated with fentanyl and first responders, opioids and the workplace, and protecting workers from COVID-19.

You can reach Eric Persaud at Eric.Persaud@NIH.gov

You can learn more about the NIEHS Worker Training Program at https://www.niehs.nih.gov/careers/hazmat/about_wetp/index.cfm

Resources:

• Biosafety and infectious disease occupational health training from the NIEHS Worker Training Program: A Historical look at capacity building that supported a COVID-19 response. Eric Persaud, Deborah Weinstock, Demia S. Wright. Journal of Emergency Management. 2022.
• Opioids and the Workplace Prevention and Response Awareness Training: Mixed Methods Follow-Up Evaluation - Eric Persaud, Aimee Afable, Laura A. Geer, Paul Landsbergis, 2021
• COVID-19 Biosafety Training and Infectious Disease Response Evaluation Report. NIEHS Worker Training Program. 2021.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Contact information:

Jan Noga
Jan.Noga@pathfinderevaluation.com
www.pathfinderevaluation.com

About Jan Noga:

Jan Noga is an independent evaluation consultant based in Cincinnati, Ohio. She holds a bachelor’s degree from Stanford in developmental and counseling psychology with specialization in early and middle childhood and a master’s degree from the University of Cincinnati in instructional design and technology. Jan has worked in the non-profit and public sectors in human services and education for more than 30 years in roles spanning teaching, research, policy, and program planning and evaluation. As a program evaluator, Jan has planned and conducted both large and small-scale evaluations and provided organizational consulting and capacity building support to clients. She has also taught courses and workshops on such topics as systems thinking, systemic design thinking, research methods and techniques, program planning and development, and survey design and analysis. Jan has been a member of AEA since 2000 and was one of the founding members of the Systems in Evaluation TIG, serving as program chair and then TIG chair from 2004-2012. She is particularly interested in the use of systems approaches as a foundation for design, planning, implementation, and evaluation of change efforts in the human service and education arenas.

Systems Thinking Resources for Evaluators:

Hands on resources:

• Williams, Bob. 2020. Systemic evaluation design: A workbook. Available for download from https://bobwilliams.gumroad.com/
• Williams, Bob. 2021. Systems diagrams: A practical guide. Available for download from https://bobwilliams.gumroad.com/

Good for starting out

• Anderson, V. & Johnson, L. (1997). Systems thinking basics: From concepts to causal loops. Waltham, MA: Pegasus Communications.
• Meadows, D.H. (2008). Thinking in systems: A primer. White River Junction, VT: Chelsea Green Publishing.
• Ramage, M. & Shipp, K (2009). Systems Thinkers. New York: Springer.
• Sweeney, L.B. & Meadows, D. (2010). The systems thinking playbook. White River Junction, VT: Chelsea Green Publishing.
• Williams, B. & Hummelbrunner, R. (2011). Systems concepts in action: A practitioner’s toolkit. Stanford, CA: Stanford University Press.
• Williams, B. and Imam, I, eds. (2007). Systems concepts in evaluation: An expert anthology. Point Reyes, CA: EdgePress.
• Williams, B. and Van’t Hoft, S (2016). Wicked solutions: A systems approach to complex problems. Available at http://bit.ly/1SVoOH3

Good for more advanced reading:

• Bamberger, M, Vaessen, J., & Raimondo, E. (eds.) (2016) Dealing with complexity in development evaluation: A practical approach. Thousand Oaks, CA: Sage Publications.
• Cabrera, D., Colosi, L., & Lobdell, C. (2008) Systems thinking. Evaluation and Program Planning, 31(3), 299-310.
• Cabrera, D. & Cabrera, L (2015). Systems thinking made simple: New hope for solving wicked problems. Odyssean Publishing.
• Capra, F & Luisi, PL (2016). The systems view of life: A unifying vision (6th printing). New York: Cambridge University Press.
• Checkland, P. (1999). Systems thinking, systems practice. New York: John Wiley & Sons, Ltd. Cunliff, E., (2002) Connecting systems thinking to action, The Systems Thinker, 15(2), 6-7.
• Eoyang, G.H. & Holladay, R.J. (2013) Adaptive action: Leveraging uncertainty in your organization. Stanford: Stanford Business Books.
• Karach, R, (1997) How to see structure, The Systems Thinker, 8(4), 6-7.
• Patton M.Q. (2010). Developmental evaluation: Applying complexity concepts to enhance innovation and use. New York: Guilford Press.
• Patton, M.Q., McKegg, K., & Wehipeihana, N., eds. (2015). Developmental evaluation exemplars: Principles in practice. New York: Guilford Press.
• Senge, P. (1990) The fifth discipline: The art and practice of the learning organization. New York: Doubleday.
• Stroh, DP (2015). Systems thinking for social change. White River Junction, VT: Chelsea Green Publishing.
• Ulrich, W & Reynolds, M (2010). Critical systems heuristics. In: Reynolds, Martin and Holwell, Sue eds. Systems approaches to managing change: A practical guide. London: Springer, pp. 243–292.
• von Bertalanffy, Ludwig. (1950). The theory of open systems in physics and biology. Science,
• 13, 23-29.
• von Bertalanffy, Ludwig. (1968). General systems theory. New York: George Braziller, Inc.
• Wolf-Branigin, M. (2013) Using complexity theory for research and evaluation. Oxford: Oxford University Press.

Some other resources:

• International Society for Systems Sciences
• https://aea365.org/blog/systemic-design-thinking-for-evaluation-of-social-innovations-a-pd-for-intermediate-and-advanced-evaluators-by-jan-noga/
• http://www.epreconsulting.com/SETIG%202018%20Principles.pdf
• https://systemic-design.org/
• https://modus.medium.com/what-the-is-systems-design-e005c1e9fef8
• https://rsdsymposium.org/
• Martin Reynolds Open University

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Martha talked about trauma-informed evaluation also on the Glass Frog podcast with Debbie Gowensmith and on the Community Possibilities podcast. Other resources mentioned include the AEA365 series on trauma-informed evaluation and the Center for Victims of Torture.

For an introductory, self-paced course to learn more about trauma and what it means to be trauma-informed, visit https://www.rjaeconsulting.com/becoming-trauma-informed-how-to-apply-the-principles-of-trauma-informed-care-to-your-life-work-and-community- Suggested donation is $75-99 - special module for evaluators.

Contact information:

martha@rjaeconsulting.com

About Martha:

Martha Brown is president and founder of RJAE Consulting and an active member of the American Evaluation Association (AEA). She received her doctorate in Curriculum & Instruction from Florida Atlantic University in 2015 and is an accomplished author, evaluator, program designer, presenter, trainer, and teacher. Dr. Brown’s research has been published in numerous peer-reviewed journals and edited books. She also authored the best-selling book, Creating Restorative Schools: Setting Schools Up to Succeed, available from Living Justice Press. She has presented at numerous national and international conferences on the topics of educational policy reform, restorative justice, arts education, and culturally responsive evaluation.

Martha’s content expertise is in trauma informed organizations and practices, restorative justice, and arts evaluation. She brings a unique blend of creativity, caring, passion, and technical skills to her work. Martha utilizes a restorative approach to her work as an evaluator, always placing relationships at the center of her work.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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We'd love to hear from you! What felt radical to you about the conference? Feel free to add your reflections on LinkedIn or Twitter. Be sure to use the #Eval21 hashtag, and tag us in your reflections!

Twitter accounts:

• @RadReImagining
• @work_with_libby
• @Tiffany7001
• @EvaluLand
• @danawanzer

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Also, be sure to check out the Glass Frog Podcast, which is another evaluation-related podcast that I highly recommend!

As a reformed management consultant, Jennifer leverages more than 15 years of consulting and project management experience to manage program evaluations and research projects at Glass Frog. Her functional specialty is in the development and practical application of theories of change and evaluation frameworks. Jennifer holds a B.A. degree from The College of New Jersey and a M.P.A. degree from The Maxwell School of Citizenship and Public Affairs at Syracuse University. She lives in Brooklyn, NY, with her husband and ridiculous rescue dog, Sammy.

Here is the John Oliver clip that Jen mentions as well: Nothing Good Happens in Excel. As Jen says, "When it comes to project management, we do some of our work in Excel and share with clients but are careful to check in, first, about their level of comfort with Excel. John Oliver's observation is funny because it's true."

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Ms Jennifer Bisgard co-founded Khulisa Management Services in 1993. An expert in monitoring and evaluation (M&E) and organisational development, she leads evaluations and capacity building assignments in the Education, Power, and Democracy and Governance sectors. Khulisa has about 100 staff, based in Johannesburg, Nairobi, Lusaka, Mbabane, and Bethesda.

Prior to establishing Khulisa, Jennifer was the Senior Education Specialist at USAID/Pretoria from 1988 to 1993.

Ms Bisgard has served on boards for the: African Evaluation Association (AfrEA), International Organization for Cooperation in Evaluation (IOCE) and South African Monitoring and Evaluation Association (SAMEA). She is a current board member of BetterEvaluation.

Jennifer co-authored a chapter of “Evaluation Failures: 22 Tales of Mistakes Made and Lessons Learned” published by Sage Publishers in August 2018. The book, edited by Kylie Hutchinson, includes a forward by Michael Quinn Paton.

She has a Master’s Degree in Social Change and Development from Johns Hopkins University.

She is an American but has been in South Africa for 33 years. She is married to Marc (a dual Dutch-South Africa citizen) and has three boys: Zuko (adopted, now 23); Dylan (18) and Thomas (14). The family is completed by Border Collie, Riley and Africanis, Milly.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Nina and I discuss her incredible journey through evaluation from research analyst to independent consultant to founder and principal of her own evaluation consulting firm, Intention 2 Impact. We discuss starting up her business and how that's been going. Along the way, we also discuss her evaluation background, including her dissertation-in-progress on entrepreneurship in evaluation.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Link to the article in AJE

Link to the YouTube video of the interview

If you've got ideas for the podcast, or would like to be a guest on the podcast (students, practitioners, scholars, and others are all welcome!), then please email me at dana@danawanzer.com

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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This episode is one in which I chat with evaluators from the Eastern Europe, Central Asia, and South Caucasus (ECA) about what evaluation looks like in their region. I chat with Tamara Kabysh-Rybalka and Dana Reva, both of whom are involved with EvalYouth ECA, about their experiences evaluating in their region.

We discuss a variety of topics, including how they define evaluation, how their countries and region affects how evaluation is done, what valuing looks like in their region, professional ethical guidelines, stakeholder involvement, how people get into the field of evaluation, ECA Summer Institute and other training and networking opportunities, institutionalization of evaluation in ECA, regional policies related to evaluation, and more.

Resources discussed:

• The Eurasian Alliance of National Evaluation Associations
• Eval4Action Regional Consultation, Eurasia
• Eval Partners Global Forum

Learn more about EvalYouth ECA here:

1. ECA EvalYouth Website
2. EvalYouth Website
3. Facebook (EvalYouthECA)
4. YouTube
5. Twitter (EcaEval)

About the guests:

Dana Rev: Dana Reva is doing her masters studies in sociology at the moment. Dana assisted in monitoring several projects for IOM and has been volunteering in EvalYouth ECA Task Force I since 2019.

Tamara Kabysh-Rybalka: Tamara Kabysh-Rybalka started working in Monitoring and Evaluation field in 2017, has experience in a variety of USAID projects/programs, is involved in EvalYouth ECA since 2019, currently works in UNFPA in the SIDA funded project on gender equality.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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This episode is one in which I chat with evaluators from the Middle East and North Africa (MENA) about what evaluation looks like in their region. I chat with Hayat Askar and Sana Ben Salem about their experiences evaluating in their region, specifically Jordan and Tunisia, respectively.

We discuss a variety of topics, including how they define evaluation, how their countries and region affects how evaluation is done, what evaluation looks like in their contexts (purpose, approaches, stakeholder involvement, recommendations, use, etc.), interesting trends and things going on in their local VOPEs, how people get into the field of evaluation, and more.

About the guests:

Hayat Askar: Monitoring and Evaluation (M&E) professional with experience in the fields of Project Management, Data Visualization and Gender, working with various stakeholders from government, private sector and international organizations. Hayat is the Vice-president of Jordan Development Evaluation Association (EvalJordan), a co-lead in EvalSDGs Guidance Group and Eval4Action blog coordinator.

Sana Ben Salem: Sana Ben Salem is a PhD candidate in Management and strategy of companies with a focus on digital Business Models, focal point of the Tunisian Evaluation Network, IOCE EvalMENA Representative, former chair of the professional insertion working group with the RF-Ee and member of EvalYouth Task force1. She followed many training in the evaluation field (IPDET), in diplomacy, renewable energies and SDGs. She is also an Activist in climate change, involved in the island innovation network as a representative of the Island of Djerba in Tunisia.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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This episode is one in which I chat with evaluators from Latin America and the Caribbean (LAC) about what evaluation looks like in their region. I chat with Claudia Olavarría and Gerardo Sánchez-Romero about evaluation in the LAC region. They are the co-chairs of EvalYouth LAC, which you can contact via Twitter, Facebook, or email via evalyouthlac@gmail.com.

We discuss a variety of topics, including how they define evaluation, stakeholder involvement, the governmental contexts they work in (e.g., CONEVAL, Mideplan), the purpose of doing evaluation, evaluation designs, evaluation standards (Estándares de Evaluación para América Latina y el Caribe), Evaluación Participativa, training and education in evaluation, professionalization, Eval4Action, the SDG 2030 Agenda, Evaluation without Borders, Blue Marble evaluation, and more.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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This episode is one in which I chat with evaluators from Europe about what evaluation looks like in their region. I chat with Tom Ling and Oto Potluka about European evaluation. They are both board members of the European Evaluation Society, the professional association for evaluators in Europe. We discuss a variety of topics, including the streams of evaluation happening in evaluation, the role of evaluators in program design, reflective practice, stakeholder involvement, impact evaluation, evaluation approaches like theory-driven evaluation, how the GDPR affects evaluation, and more.

Special thanks to Lauren Weiss, the EES Adminstration and Communications Manager, for helping coordinate this episode.

About the guests:

Oto Potluka: Oto Potluka (Ph.D.) is a senior researcher at the Center for Philanthropy Studies, University of Basel (Switzerland). He has studied at the University of Economics Prague, Faculty of Economics and Public Administration. Than, he obtained Ph.D. at the Charles University Prague, Faculty of Social Sciences in 2009. Since 2001, his main activities have concerned IREAS, a non-profit think tank in regional development. His responsibility was mainly evaluation work in the field of the regional and economic development, and civil society.

He has participated in dozens of Czech and international evaluation, research, and training projects in the field of economic development and the impact of public regulation and public expenditure programmes. He has experience with evaluations of public expenditure programmes in regional development, especially those co-financed by EU cohesion policy.

He has experience from several professional associations. He had been actively working in the board of directors of the Czech Evaluation Society for two terms between years 2012-2015. Among the other associations belong European Evaluation Society, American Evaluation Association, Czech Economic Association, and Regional Studies Association. As a member of these organisations, he has always actively participating in building of evaluation culture and evaluation capacities.

Tom Ling: Tom Ling has over 25 years of experience in designing, managing and delivering evaluations. He is a senior research leader at RAND Europe where he is head of evaluation. He leads evaluations and applied research focused on the key challenges facing organisations in health, well-being, and international development. Before re-joining RAND, Ling was head of Impact Innovation and Evidence at Save the Children where his responsibilities included ensuring that evaluations contribute to policy and change in the challenging environment of international development. Prior to Save the Children, Ling spent ten years at RAND Europe as director for Evaluation and Performance Audit following four years as senior research fellow at the National Audit Office in the UK. Before that he taught and researched in various universities.

He has over 20 years’ experience contributing to research projects with the European Commission, Save the Children, UK government departments, the National Audit Office, the Health Foundation in the UK and many others. He has published widely on evaluation, accountability, and related topics. He recently co-edited Performance Audit: Contributing to Accountability in Democratic Government (London: Edward Elgar), following his Performance Audit Handbook and The Evidence Book, a critical examination of the use of evidence in public policy and service delivery. He is a senior research associate with Cambridge University and a Professor (Emeritus) with Anglia Ruskin University.

In any spare time Tom is a keen musician playing the fiddle in both Scottish traditional and jazz bands with many recordings, compositions and performances to his name. He has a wife and two daughters and lives in Cambridge, England.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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About Gregory:

Gregory spends a lot of his time thinking about the nature of evidence and its role in policy decisions. He believes that applying sound evaluative thinking and appropriate research methods helps us down the path toward building a just and equitable society. His current research examines the "how and why" of evidence-based policymaking and how we evaluate interdisciplinary research.

Gregory currently works with Eval4Impact, helping organizations understand which aspects of their interventions are successful. He is also an honorary fellow with the Centre for Program Evaluation at the Melbourne Graduate School of Education, where he co-taught evaluation for the past four years. Before making his way to evaluation, he managed legislative research and policy analysis on barriers to prisoner reentry and drug policy at a university in Illinois.

Gregory earned his PhD in Interdisciplinary Evaluation from Western Michigan University in 2020. He is the website coordinator for the RoE TIG and an associate editor for the Journal of MultiDisciplinary Evaluation.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Sage has been a friendly publisher for evaluation books for decades. As Patton stated in the third edition of Qualitative Research and Evaluation Methods (2002): "[Sara Miller McCune's] vision and follow-through have made Sage publications the leading publisher of both evaluation and qualitative inquiry books." (p. xxiv).

Some recent evaluation books mentioned:

1. Evaluation in Today's World by Veronica G. Thomas and Patricia B. Campbell
2. The Practice of Evaluation by Ryan P. Kilmer and James R. Cook
3. Completing Your Evaluation Dissertation, Thesis, or Culminating Project by Tamara M. Walser and Michael S. Trevisan
4. Program Evaluation by Susan P. Giancola

More information for interested book authors and editors: https://us.sagepub.com/en-us/nam/book-author-editors

About Helen:

Helen Salmon is an Executive Editor at SAGE Publishing where she signs and develops textbooks in research methods, statistics, and evaluation across the social and behavioral sciences. Originally from the U.K., Helen has worked for SAGE for 22 years, moving to their U.S. office in Thousand Oaks, California in 2005. She is passionate about helping authors develop books that will meet the needs of today’s students, and publishing the voices of a more diverse group of authors at SAGE.

You can find her blog here: [helen.salmon.net](helen.salmon.net)

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Some background on the course

The course is a 3-credit, 8-week course that focuses on developing self-awareness through personal and collaborative reflective practice. It is the third course in the evaluation concentration. Tiffany brought this course to our evaluation program and taught it from 2015-17. Libby then taught it from 2018-19, bringing in new elements. Dana taught it most recently in an online environment due to the COVID-19 pandemic.

Resources:

• Radical (Re)imagining: A collaborative reflective space
• Being Human at Work: A breathwork practice for integrating the personal and professional selves
• Tiffany Smith and colleagues' article "Demystifying reflective practice: Using the DATA model to enhance evaluators' professional activities"
• Smith, Smith, & Wanzer (2020) A framework for purposefully fostering interpersonal skills. Presented at the International Society for Evlauation Education (ISEE).
• Glass Frog podcast episode on Cultivating Interpersonal Effectiveness

About the guests:

Tiffany [Smith] Tovey: Tiffany [Smith] Tovey (she/her) is a researcher, program evaluator, and educator who focuses on the importance of reflective practice, epistemological awareness, and interpersonal communication in her work and life.

She is currently the senior evaluation specialist at the Office of Assessment, Evaluation, and Research Services in the Educational Research Methodology department at the University of North Carolina Greensboro.

At UNCG, she leads and facilitates numerous evaluation and research projects in K12 education, higher education, and community settings. She also teaches workshops and courses in interpersonal skills, reflective practice, research methods (qualitative and quantitative), and evaluation.

She has a Ph. D. in Educational Psychology and Research with a focus on Evaluation, Statistics, and Measurement and a cognate in Communication Studies from the University of Tennessee, Knoxville. She has a Bachelor’s degree in Psychology and Philosophy from the University of Tennessee, Knoxville as well, and thus very much enjoys a good, deep, philosophical conversation.

Libby Smith: Libby Smith (she/they) is an organizational healing facilitator, as an experienced and holistic evaluator and educator she excels at the human component of evaluation and organizational change. Never one to shy away from crucial conversations, Libby deftly balances accountability and compassion.

Their work focuses on building equity and accessibility through personal growth & embodiment practices. Libby uses all of these skills to provide intersectional and liberation-forward guidance to organizations and clients seeking transformative change.

She has an MS in Applied Psychology works for Catalyst at the University of Wisconsin-Stout, where she also serves as Program Director for the MS Applied Psychology program.

She has been practicing breathwork since 2018, primarily with the guidance of Amy Kuretsky, and has trained in breathwork healing with David Elliott She loves to walk in the woods, take photos and is auntie to 11 year old twin girls. You can learn more about her work at workwithlibby.com

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Topics & Resources Mentioned:

• Getting to know Dr. Rios and Coactive Change a little better
• What is social justice in evaluation?
• Emergent strategy as guiding Dr. Rios in framing social justice evaluation as about imagining different futures
• Abolition literature as another influence for Dr. Rios
• Studying up vs studying down: "Up the anthropologist-Perspectives gained from studying up" by Laura Nader
• AEA session “Illuminating the future context through an equity lens: Why systems evaluators need to use foresight and futures” by Dr. Jen Heeg and Dr. Jewlya Lynn
• AEA session “Evaluation as restorative practice: Exploring how collaborative and participatory methods can promote peace, justice, and healing in Guatemala” by Erica Henderson and Giovanni Dazzo
• Importance of building community and doing this work in relation
• Breathwork with Libby Smith
• Characteristics of white supremacy culture
• How to create, cultivate, and protect space for reflection
• Addressing the inadequate budget and time in proposals for appropriate diversity, equity, inclusion, and justice work
• Finding social justice evaluation work
• Thinking thoughtfully of evaluation questions and being flexible about the evaluation questions throughout the evaluation process
• Approaches, methods, and reporting in social justice evaluation
• Navigating a capitalistic society as a socialist: ownership, authorship, contracts, money, and more

Contact:

• Dr. Aisha Rios: Coactive Change & Twitter @AishaRios17
• EvaluLand: Website & Twitter (@EvaluLand)

About Dr. Rios:

"My name is Aisha Rios. I founded Coactive Change in early 2020 after working for several years as an external evaluator with consulting firms functioning at the federal, state, and local levels. My passion for social change and justice permeates my participatory and collaborative approach to working with partners, and these values ground my belief in the power of evaluation as a means to facilitate learning and change. I have engaged in grassroots organizing and community building that focused on issues ranging from the exploitation of adjuncts who are overworked and underpaid, and most recently the abolition of the prison industrial complex. The work I am most proud of has centered on dismantling structural violence by way of social movement and community organizing, both directly and in supporting other change agents."

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Topics & Resources Mentioned:

• How Ann and Susan started working together
• What is coalition evaluation?
• How coalition evaluation uses a systems approach
• Advice for doing coalition evaluation, including not just "but why?" but "but why here?"
• Community Coalition Action Theory, which one book they recommend is Ignite!
• Tearless logic model approach
• How they are adapting their approaches to Covid-19
• Workshops on coalitions and evaluation
• A new partnership: Positive Impact Consultants
• The independent consulting TIG of the American Evaluation Association

Contact:

• Ann Price: Community Evaluation Solutions, Positive Impact Consultants, and Twitter (@AnnWPrice)
• Susan Wolfe: Susan Wolfe and Associates or email susan@susanwolfeandassociates.com/
• EvaluLand: Website & Twitter (@EvaluLand)

About the guests:

Ann Webb Price: Ann Price is a community psychologist and evaluator based in Georgia. She helps community coalitions, and nonprofit and foundation leaders identify the root causes of social problems and harness their evidence in order to create real community change. Ann is active in AEA, mentors new and emerging evaluators through her office hours and the Independent Consulting IC Chats, and speaks and trains on evaluation and community coalitions. Ann blogs regularly about community coalitions, evaluation use, and evaluation for non-evaluators and in 2021 will launch her new podcast called Community Possibilities.

Susan Wolfe: Susan Wolfe enjoys evaluation work when it is complex and challenging while focusing on equity and social justice. She has been a Community Consultant with Susan Wolfe and Associates since 2009 where much of her work focuses on community coalitions. In 2020 she teamed up with Ann Webb Price and Kyrah K. Brown to co-edit an issue of New Directions for Evaluation – Evaluating Community Coalitions and Collaboratives.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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We talked about:

• What it means to demystify data in OST programs
• How OST program evaluation is unique
• How they and their OST programs are responding to the Covid-19 pandemic

Contact:

• Aasha Joshi: http://www.claritywritingandresearch.com/
• Hannah Lantos: hlantos@childtrends.org
• EvaluLand: Website & Twitter (@EvaluLand)

About the guests:

Aasha Joshi: Aasha’s work is guided by three questions: What’s being done? Is it working? And how can we make it work better? For 15 years, she has been advising, designing, conducting, managing, and integrating robust research and evaluation in organizations so that they can improve their processes, services, and products to meet their goals and make a positive difference in people’s lives. Aasha earned her PhD in Social Psychology from the University of Cambridge (UK), studying social interactions and knowledge sharing, and is a co-founder of Clarity Writing and Research, a company formed with a commitment to helping people achieve better outcomes in the education and social sectors.

Hannah Lantos: Hannah Lantos, Ph.D., is a Research Scientist in the Youth Development research area at Child Trends. She has served as project director on both large and small projects that have focused on social and emotional learning, teen pregnancy prevention, protective factors for youth involved in the justice system, and integrating a positive youth development approach into job skills training programs for young adults. She completed her Ph.D. in Public Health with a focus on social and behavioral trends in adolescent health from Johns Hopkins University in 2015. Her work broadly aims to explore how the social and physical environments that adolescents live in affect their health and well-being. Adolescence is a time of amazing growth, skill-building, and navigating challenges. Learning how to navigate challenges in ways that promote learning, kindness, and health drive her work. In particular, she is interested in how contexts can strengthen adolescents’ resiliency as they learn about and engage in healthy decision-making. She has worked with both large, national datasets and small, evaluations and with both quantitative and qualitative data in both domestic and international settings. Before her graduate studies at Johns Hopkins, where she wrote a dissertation comparing adolescent’s experiences with violence in Baltimore and Johannesburg, she worked primarily in international settings. She served as a Peace Corps Volunteer in northern Zambia before receiving a Masters of Public Administration in International Development (MPA-ID) and speaks Arabic, Hebrew, Spanish and can still say hello in Bemba (one of the languages spoken in northern Zambia!). She is passionate about applied, multidisciplinary research on adolescent health, well-being, positive development, and in considering the “whole child” as we do research and evaluation on programs that serve young people.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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In this episode, I start with thanking the conference organizers, sharing my own reflections, and then pass it off to the eight people who called in to share their own reflections:

1. Rachael Lawrence (@R8chLawrence)
2. Rakesh Mohan (@RakeshMohanEval)
3. Ann Price (@annwprice)
4. Elizabeth Grim (@ecgrim)
5. Jeremy Danz (@DanzJeremy)
6. Veronica Olazabal (@veroviews)
7. Tiffany Smith (@Tiffany7001
8. Libby Smith (@work_with_libby)

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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In this episode, I start with my own reflection about the conference, how I'm going to make the most of the conference, and what I am personally excited about. Then, we get to hear from nine other evaluators (in no particular order):

1. Tom Archibald, associate professor at Virgina Tech (@tgarchibald)
2. Bianca Montrosse-Moorhead, associate professor at University of Connecticut (@b_mmoorhead)
3. Danielle Murillo, at the Claremont After School Program (@happyeval)
4. Kathleen Doll, independent evaluation consultant (part-time at the Chan-Zuckerberg Initiative and part-time at Intention 2 Impact)
5. Christian Lucchesi, project manager with Catalyst at University of Wisconsin-Stout (@luccheesey)
6. Nina Sabarre, founder and principal of Intention 2 Impact (@ninasabarre)
7. Akihiko Ashimoto, National Institute for Educational Policy Research in Japan
8. Elizabeth Grim, director of community impact from the Connecticut Data Collaborative (@ecgrim)
9. Libby Smith, evaluator and educator (@work_with_libby)

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Chari Smith wrote a book! Nonprofit Program Evaluation Made Simple: Get your Data. Show your Impact. Improve your Programs. Sign up for the mailing list to learn more about the book, including the launch date.

Resources & People Mentioned:

• In 4 All blog post on adapting to Covid-19
• Managing applied social research by Russ-eft and colleagues (2017)
• Enhancing the effectiveness of logic models by Jones et al. (2020)
• Northwest Housing Alternatives concept paper: Program Evaluation and Data Culture in Resident Services
• Graphic mentioned - NW Housing Alternatives: Housing Stability Status: This graphic was created as a result of the evaluation planning session with Resident Service Coordinator staff. We wanted to visually depict where their program activities fell on a spectrum of residents that are at a high risk of losing housing to a low risk of losing housing. This graphic was included in their program evaluation plan.
• Data into Dollars: The Intersection of Program Evaluation & Fundraising blog post
• Chari's presidential strand session with AEA president Aimee White on Tuesday, October 27
• New Directions for Evaluation: Organizational Capacity to Do and Use Evaluation
• Two people mentioned: Michael Quinn Patton and Stephanie Evergreen

Contact:

• Chari Smith: chari@evaluationintoaction.com
• EvaluLand: Website & Twitter (@EvaluLand)

About Chari:

Chari Smith believes evaluation should be accessible, practical and usable. She founded Evaluation into Action, located in Portland, Oregon, to help nonprofit professionals create realistic and meaningful program evaluation processes. She has taught several workshops helping nonprofit professionals understand the value and use of program evaluation. Her book comes out fall 2020: Nonprofit Program Evaluation Made Simple: Get Your Data. Show Your Impact. Improve Your Programs.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Interested in getting started with R? Check out David's free course!

Interested in learning how to do inferential statistics in R? Check our our new course!

Resources:

Blog posts

• Dana's R journey
• What is a tidyverse-centric approach?
• How to make beautiful tables in R
• How to make functions in R
• How to evaluate R packages
• Using Word reference documents with R Markdown to create custom reports
• If you care about equity, use R

Other resources

• Daniel Lakens' course Improving your statistical inference
• My manuscript written entirely in R
• Todoist
• Savical and Calendly
• Figma
• QuickBooks
• WordPress and SquareSpace
• Evaluation Jobs
• Teachable
• Streamlabs

Some packages: tidyverse, beepr, praise, janitor, gt, gtsummary, lavaan, ggplot, rstatix, papaja

Contact:

• David Keyes: Twitter @dgkeyes and @RfortheRest and email david@rfortherestofus.com
• EvaluLand: Website & Twitter (@EvaluLand)

About David:

David Keyes is the founder of R for the Rest of Us. Through online courses and custom trainings, he helps people and organizations learn R, the most powerful tool for data analysis and visualization (which also happens to be free).

In addition to training folks to use R, David does consulting work with research and evaluation organizations, foundations, and others. David's creates high-quality data visualization, helps organizations to use R to improve their workflow, and much more.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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If you’d rather watch this talk, you can do so on YouTube here.

Topics & Resources Mentioned:

• #EvalTwitter hashtag on Twitter (also follow #eval and #dataviz)
• Company of One by Paul Jarvis
• Nina Sabarre presentation on getting into independent consulting
• Independent consulting vs. entrepreneurship
• Teaching (and blogging and YouTube-ing) as a way to give back to the community
• Multiple references to Chris Lysy
• Your Money or Your Life by Vicki Robin
• All the books by Octavia Butler, and the podcast on her parables by Adrienne maree brown & Toshi Reagon with Kat Aaron
• Rethinking consulting from a mindset of abundance, not scarcity
• Farnoosh Torabi on Instagram
• 99 Tips for Creating Simple and Sustainable Educational Videos by Karen Costa
• Soar Beyond the Dusty Shelf Report course

Contact:

• Ann K. Emery: Instagram and Website
• EvaluLand: Website & Twitter (@EvaluLand)

About Ann:

Ann K. Emery is an internationally-acclaimed speaker who equips organizations to get their data out of dusty spreadsheets and into real-world conversations.

Each year, she delivers over 50 keynotes, workshops, and webinars with the aim of equipping organizations to visualize data more effectively.

She has been invited to speak in more than 30 states and 10 countries; more than 3,200 people have enrolled in her online training academy; and she has consulted to more than 150 organizations, including the United Nations, Centers for Disease Control, and Harvard University.

She earned a Bachelor’s degree from the University of Virginia and a Master’s degree from George Mason University.

Ann resides in Florida along with her husband and two daughters.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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AnnJanette (Anjie) Rosga, PhD, co-directs the small, Berkeley-based consulting firm Informing Change which works to support strategic learning initiatives in the social sector. Most of Anjie’s projects involve facilitating strategy development, promoting equity and participatory research, and leading evaluation for hard-to-measure initiatives that cross disciplines, sectors, geographies, and/or cultures.

This episode centers around Anjie's 3-part Medium series on Trust & Numbers. Read the 3-part series here: Part 1, Part 2, and Part 3

Some resources, quotes, etc. mentioned:

• Power as electricity metaphor - Understanding "New Power" by Jeremy Heimans and Henry Timms
• Rethinking objectivity by Allan Megill
• Mariana Valverde: Truth as a "pragmatic ethical choice" (In Law's Dream of a Common Knowledge, page 10)
• Decolonizing Wealth by Edgar Villanueva
• Level Up: Growing Your Approach to Participatory Evaluation (AEA365) by Elizabeth DiLuzio
• Grace Jones in I'll Never Write My Memoirs: "If you are a fan of doing the unexpected, and I am, then it is an advantage to be highly skilled at changing your mind. If you do not want to limit yourself, then be prepared to change your mind—often."
• Cultivating trust on Twitter - NYT Daily Podcast

Contact:

• Anjie Rosga: Contact her through the Informing Change website
• EvaluLand: Website & Twitter (@EvaluLand)

About Anjie:

AnnJanette (Anjie) Rosga, co-directs the small, Berkeley-based consulting firm Informing Change which foregrounds strategic learning for equity, participatory research, and complex systems change. Most of Anjie’s projects involve facilitating strategy development and leading evaluation for hard-to-measure initiatives that cross disciplines, sectors, geographies, and/or cultures. In her prior professional lives, she worked as an independent consultant to human rights NGOs and United Nations agencies, as an advocate for international women, peace & security, and as an academic: first at Knox College in Illinois, and later the University of Colorado, Boulder. Her independent research began with an ethnography of anti-hate crime groups and the police in the US and later evolved into a multinational study of human rights training for police in emerging democracies. She holds a PhD in the History of Consciousness, an interdisciplinary program combining humanities and social sciences. She grew up in Minneapolis, MN, and Louisville, KY and makes her home in Oakland, CA.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Articles Mentioned:

• At the beginning I mention the RoE TIG’s definition of RoE, which is summarized here.
• Evaluation Journal of Australasia – Special Issue on Values in Evaluation
  • Vol 19, Issue 4: Guest Editors: Keryn Hassall, Kelly Hannum, Amy Gullickson and Mathea Roorda
  • Vol 20, Issue 2: Guest Editors: Ayesha S Boyce, Amy M Gullickson, Keryn Hassall and Kelly Hannum
• New Directions for Evaluation Volume 2020, Issue 166 - Examining issues facing communities of color today: The role of evaluation to incite change: Issue Editors: Leah C. Neubauer Dominica McBride Andrea D. Guajardo Wanda D. Casillas Melvin E. Hall
  • Neubauer, McBride, Guajardo, Casillas, & Hall (2020) Examining issues facing communities of color today: The role of evaluation to incite change
  • Hall (2020) Blest be the tie that binds
  • Reid, Boyce, Adetogun, Moller, & Avent (2020) If not us, then who? Evaluators of color and social change
  • Ghanbarpour, Mercado, & Palotai (2020) A language justice framework for culturally responsive and equitable evaluation
  • Dhaliwal, Casey, Aceves-Iniguez, & Dean-Coffey (2020) Radical inquiry—liberatory praxis for research and evaluation
  • Guajardo, Robles-Schrader, Aponte-Soto, & Neubauer (2020) LatCrit theory as a framework for social justice evaluation: Considerations for evaluation and evaluators
  • Moss & Crewe (2020) The Black perspective: A framework for culturally competent health related evaluations for African Americans
  • Lemos & Garcia (2020) Promoting culturally responsive and equitable evaluation with Latinx immigrants
  • Bowman (2020) Nation-to-nation in evaluation: Utilizing an indigenous evaluation model to frame systems and government evaluations
  • McBride, Casilla, & LoPiccolo (2020) Inciting social change through evaluation
  • Neubauer & Hall (2020) Is inciting social change something evaluators can do? Should do?
• Lemire, Peck, & Porowski (2020) The growth of the evaluation tree in the policy analysis forest
• Hurteau, Rahmanian, Houle, & Marchand (2020) The role of intuition in evaluative judgment and decision
• Brown & Di Lallo (2020) Talking circles: A culturally responsive evaluation practice
• MERL Tech State of the Field Series
• Engage R&D (2020) Listening for change: Evaluators of color speak out about experiences with foundations and evaluation firms

Contact:

EvaluLand: Website & Twitter (@EvaluLand)

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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“If you are someone who is interested in bringing change, or making the world a better place, or if you would like the results of your work to get used, evaluation is something that you might be interested in.”

This episode is a bit different. I asked three of my students to reflect on their experiences in the MS in Applied Psychology program at University of Wisconsin-Stout, as well as their experiences in the two evaluation courses. Emma, Omar, and Jade share their thoughts and reflections.

Click here to learn more about the MS in Applied Psychology program.

If you have feedback about this episode, any previous episode, or the podcast in general, please email me at podcast@danawanzer.com or go to our website https://evaluland.fireside.fm.

About the guests:

Emma Frenn: My name is Emma Frenn, I am 24 years old and I am originally from Milwaukee Wisconsin (go bucks!) and moved to Eau Claire Wisconsin for my undergrad career. I graduated with a major in a psychology and minor in biology. I currently attend UW-Stout graduate program Applied Psychology. I am the youngest of six and as of recent I picked up on rollerblading as a fun hobby.

Jade: Jade is a student a UW Stout who is majoring in evaluation and I/O psych. She has a passion for creating surveys and reports, and enjoys learning new things from her peers and professors.

Omar Albaraidi: Omar is an M.S. in Applied Psychology graduate student with a primary concentration in Industrial & Organizational Psychology. He is interested in bringing psychology to the workplace to stimulate organizational growth, overcome obstacles, and make data-driven decisions.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Topics Covered:

• Reflections on five years of teaching evaluation
• The -ologies: ontology, epistemology, and axiology beyond just methodology
• Favorite evaluation activity (of course, it’s the evaluating the cookie activity!)
• Mentoring students of color. Five keys from Ayesha (see upcoming CJPE article):
  1. Consider impact of vicarious trauma
  2. Assist with facilitation peer mentors/squads
  3. Respect, honor, and celebrate students’ culture, religion, and family
  4. Be vigilant of microaggressions, and practice microvalidation
  5. Develop mentoring competence
• Supporting colleagues of color: helpful actions, silence as complicity, listening in, getting comfortable being uncomfortable
• Approaching institutional leaders about actions for supporting students, faculty, and staff of color
• Speaking out on the tenure track
• Having a family and being exceptional at work simultaneously (Ayesha encourages us all that it IS possible!)

Resources mentioned:

• Boyce & McGowan (2018) article “An exploration of two novice evaluation educators’ experiences developing and implementing introduction to evaluation courses”
• Evaluating the cookie activity in Preskill & Russ-Eft’s Building Evaluation Capacity book
• Upcoming issue in CJPE on evaluator education
• Ibram X. Kendi
• Letter from Dr. Boyce and students and faculty of color to their department
• Letter from Dr. Boyce and other black UNCG faculty
• NDE upcoming issue on evaluator education

Contact:

• Ayesha Boyce: Twitter @AyeshaBoyce and ayesha.boyce@uncg.edu
• EvaluLand: Website & Twitter (@EvaluLand)

About Dr. Boyce:

Dr. Ayesha S. Boyce is an assistant professor of Educational Research Methodology at UNC Greensboro. She is a program evaluation teacher, scholar, and practitioner. Before pursuing her Ph.D., she was an education research associate (evaluator) for the Arizona Department of Education. She is the Co-Director of the UNCG Office of Assessment, Evaluation, and Research Services (OAERS). Her research focuses on attending to value stances and issues related to diversity, equity, inclusion, access, cultural responsiveness, and social justice within evaluation—especially multi-site, STEM, and contexts with historically marginalized populations. She also examines teaching, mentoring, and learning in evaluation. She has evaluated over 40 programs funded by the National Science Foundation (NSF), US Department of Education, National Institutes of Health, and Spencer and Teagle foundations. She is currently the external evaluator for five NSF funded projects and a Co-Principal Investigator on four NSF funded projects. She is a Co-PI on the recently funded 1 million-dollar NSF grant, Spartans ADVANCE: Adaptations of Practices For Faculty Equity, Diversity, and Inclusion at The UNCG. Dr. Boyce is a co-chair of the American Evaluation Association Multiethnic Issues in Evaluation Topic Interest Group, a member of the editorial board for the Canadian Journal of Program Evaluation and teaches classes in program evaluation and research methodology where she emphasizes good practice with mindful attentiveness to theoretical roots. She encourages students to develop a strong methodological foundation, conduct studies based on democratic principles, and promote equity, fairness, inclusivity, and diversity. She is a 2019 UNCG School of Education Distinguished Research Scholar Award recipient and a 2019 American Evaluation Association Marcia Guttentag Promising New Evaluator Awardee.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Topics Covered:

• Jennifer’s background, philosophy, and experience in teaching evaluation (01:58)
• Our favorite evaluation activities: evaluating cookies, one-pages on hot topics and people in evaluation, evaluation failures, self-reflection journals, practical experience outside of class (11:33)
• Personal professional development in data visualization and R (32:00)
• What’s giving Jennifer life in evaluation right now (38:40)
• Data cleaning book proposal by Jennifer and Gary Skolits (44:13)
• What’s next for Jennifer (50:55)

Resources mentioned:

• Preskill & Russ-Eft (2015) Building Evaluation Capacity: Activities for Teaching and Training
• Wanzer (2020) What is evaluation paper (preprint)
• Hutchinson (2018) Evaluation Failures: 22 Tales of Mistakes Made and Lessons Learned
• Jennifer’s student’s blog on user experience for Ann K. Emery
• Great Graphs with Ann K. Emery](https://depictdatastudio.com/)
• R for the Rest of Us with David Keyes](https://rfortherestofus.com/)
• Amy Cesal Play-Doh data visualization activity
• Bianca Montrosse-Moorhead’s research on what ought to be included in the curriculum for master’s and doctoral eval programs
• Jennifer’s handout on the 12 steps to data cleaning](http://comm.eval.org/qual/viewdocument/cbd146-a-brief-intr-1)

Contact:

• Jennifer Ann Morrow: @evaluationdiva on Twitter and jamorrow@utk.edu
• EvaluLand: Website & Twitter (@EvaluLand)

About Jennifer:

Dr. Jennifer Ann Morrow is currently the program coordinator of the Evaluation Statistics and Measurement doctoral program at the University of Tennessee-Knoxville. Her main areas of research are higher education assessment and evaluation and effective strategies for teaching methodology. She has been teaching evaluation and methodology courses for the past 22 years. She is passionate about evaluation and assessment and regularly tweets on these topics (@evaluationdiva). In her spare time she loves to travel and explore the beautiful towns and mountains of Tennessee.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Topics Covered:

• How Zach got into evaluation and at Western Michigan University (01:12)
• What peacebuilding evaluation is (03:52)
• Evaluation specialists vs generalists (05:45)
• Research on evaluation and meta-evaluation (09:50)
• Prescriptive vs descriptive theories (22:35)
• Evaluation theory (25:00)
• Zach’s dissertation: RoE on peacebuilding evaluation (35:50)
• Adjusting to life amidst Covid-19 (40:10)
• What’s next for Zach (46:00)
• What’s giving life for Zach (50:55)

Resources mentioned:

• Western Michigan University Interdisciplinary PhD in Evaluation, including Michael Harnar and Chris Coryn
• EPP article on knowledge syntheses
• AEA Research on Evaluation TIG
• Blog describing working group’s updated RoE definition
• Weaver & Cousins article on participatory evaluation
• AEA Integrating Technology into Evaluation TIG
• MERL Tech conference
• Everyday Peace Indicators
• Digital Impact Alliance
• Evaluation Practice Reconsidered by Thomas Schwandt
• EvalCentral Unwebinars, Blogs, and Discussion Forum
• Equitable Evaluation Initiative
• Eval4Action Campaign
• Black youth-led movements: Black Visions Collective Reclaim the Block, The Twin Cities Coalition for Justice for Jamar, and Minnesota Freedom Fund

Contact:

• Zach Tilton: @ZachTilton on Twitter and zachary.d.tilton@wmich.edu
• EvaluLand: Website & Twitter (@EvaluLand)

About Zach:

Zach Tilton is a Doctoral Research Associate at the Interdisciplinary PhD in Evaluation Program at Western Michigan University where he is setting and pursuing an agenda for research on peacebuilding evaluation. He holds a BS in Peacebuilding and Business Management from Brigham Young University-Hawaii and an MA in Peace Studies from the University of Bradford. Along with peacebuilding evaluation, he researches technology-enabled evaluation, meta-evaluation, and participatory and collaborative evaluation. He is a Returned Peace Corps Volunteer, a Rotary Peace Fellow, an Institute for Economics and Peace Ambassador, and has worked as an evaluation practitioner for various international peacebuilding organizations. He is also currently an Evaluation Consultant for the Digital Impact Alliance at the United Nations Foundation, an Associate at Everyday Peace Indicators, and the Co-chair for the Topical Interest Group for Integrating Technology into Evaluation and the EvalYouth representative to the American Evaluation Association.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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Topics Covered:

• Why did Kathleen choose to get a PhD in evaluation at Claremont Graduate University? (02:12)
• How did Kathleen get to her dissertation topic of strategic evaluation? (05:09)
• Dissertation design (07:56)
• What is strategic evaluation planning? (09:25)
• Results! What are the benefits of strategic evaluation planning? (10:44)
• Who should be doing strategic evaluation planning? (16:22)
• How does strategic evaluation planning align with developmental evaluation? (19:20)
• How does this work with funders? (21:47)
• How Kathleen’s work has been impacted by Covid-19 (23:34)
• Topics in evaluation giving Kathleen life: trauma-informed evaluation, research on evaluation working group, and working on an NDE volume (27:30)
• What’s next for Kathleen after the PhD (35:52)

Resources mentioned:

• Kathleen's dissertation handout on Strategic Evaluation
• Martha Brown’s eStudy on Trauma Informed Evaluation
• J. Bradley Cousins’ webinar on Getting RoE Published

Contact:

• Kathleen Doll: LinkedIn & kathleendoll101@gmail.com
• EvaluLand: Website & Twitter (@EvaluLand)

About Kathleen:

Kathleen recently completed her PhD in Evaluation and Applied Research Methods at Claremont Graduate University in Southern California. She is passionate about democratic approaches to evaluation, mixed methodologies, infusing strategic planning into evaluation design, and building evaluation capacity. Kathleen is an enthusiastic member of the American Evaluation Association (AEA) and serves as the Research on Evaluation (RoE) Program Co-Chair. When Kathleen is not dabbling in the wonderful world of evaluation, she enjoys outdoorsy adventures in her majestic homeland of Colorado, experimenting in the kitchen, and long-distance running.

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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If you’d like to learn more about the podcast, check us out!

• Website: evaluland.fireside.fm
• Twitter: @EvaluLand
• Email: podcast@danawanzer.com

Music by Matt Ingelson, http://www.mattingelsonmusic.com/

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