Facilitating Evaluation: Principles in Practice

Facilitating Evaluation: Principles in Practice

by Michael Quinn Patton


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Product Details

ISBN-13: 9781506347615
Publisher: SAGE Publications
Publication date: 11/23/2017
Series: Evaluation in Practice Series , #2
Pages: 336
Sales rank: 747,101
Product dimensions: 6.00(w) x 8.20(h) x 0.60(d)

About the Author

Michael Quinn Patton is an independent consultant with more than 40 years’ experience conducting applied research and program evaluations. He lives in Minnesota, where, according to the state’s poet laureate, Garrison Keillor, “all the women are strong, all the men are good-looking, and all the children are above average.” It was this interesting lack of statistical variation in Minnesota that led him to qualitative inquiry despite the strong quantitative orientation of his doctoral studies in sociology at the University of Wisconsin. He was on the faculty of the University of Minnesota for 18 years, including 5 years as director of the Minnesota Center for Social Research, where he was awarded the Morse-Amoco Award for innovative teaching. Readers of this book will not be surprised to learn that he has also won the University of Minnesota storytelling competition.

He has authored six other SAGE books: Utilization-Focused Evaluation, Creative Evaluation, Practical Evaluation, How to Use Qualitative Methods for Evaluation, Essentials of Utilization-Focused Evaluation, and Family Sexual Abuse: Frontline Research and Evaluation. He has edited or contributed articles to numerous books and journals, including several volumes of New Directions in Program Evaluation, on subjects as diverse as culture and evaluation, how and why language matters, HIV/AIDS research and evaluation systems, extension methods, feminist evaluation, teaching using the case method, evaluating strategy, utilization of evaluation, and valuing. He is the author of Developmental Evaluation: Applying Complexity Concepts to Enhance Innovation and Use and coauthor of Getting to Maybe: How the World Is Changed, a book that applies complexity science to social innovation. His creative nonfiction book, Grand Canyon Celebration: A Father–Son Journey of Discovery, was a finalist for Minnesota Book of the Year.

He is a former president of the American Evaluation Association and recipient of both the Alva and Gunnar Myrdal Award for Outstanding Contributions to Useful and Practical Evaluation and the Paul F. Lazarsfeld Award for Lifelong Contributions to Evaluation Theory from the American Evaluation Association. The Society for Applied Sociology presented him the Lester F. Ward Award for Outstanding Contributions to Applied Sociology.

He is on the faculty of The Evaluators’ Institute and teaches workshops for the American Evaluation Association’s professional development courses and Claremont University’s Summer Institute. He is a founding trainer for the International Program for Development Evaluation Training, sponsored by The World Bank and other international development agencies each summer in Ottawa, Ontario.

He has conducted applied research and evaluation on a broad range of issues, including antipoverty initiatives, leadership development, education at all levels, human services, the environment, public health, medical education, employment training, agricultural extension, arts, criminal justice, mental health, transportation, diversity initiatives, international development, community development, systems change, policy effectiveness, managing for results, performance indicators, and effective governance. He has worked with organizations and programs at the international, national, state, provincial, and local levels and with philanthropic, not-for-profit, private sector, international agency, and government programs. He has worked with people from many different cultures and perspectives.

He has three children—a musician, an engineer, and a nonprofit organization development and evaluation specialist—and one granddaughter. When not evaluating, he enjoys exploring the woods and rivers of Minnesota with his partner, Jean—kayaking, cross-country skiing, and snowshoeing—and occasionally hiking in the Grand Canyon. He enjoys watching the seasons change from his office overlooking the Mississippi River in Saint

Table of Contents

Volume Editors’ Introduction
About the Author
Context: My Facilitation Experience and Perspective
What Facilitators Do
What Is Evaluation?
Chapter 1. The Niche of Evaluation Facilitation
Facilitating the What Is Evaluation Task Force
The Results of Facilitation
Facilitation as White-Water Navigating
Evaluation Facilitation as a Distinct Form of Facilitation
Facilitation Lessons
Ten Resources for Explaining and Getting Started in Evaluation
Chapter 2. Facilitating Evaluation to Enhance Use
Evaluation Facilitation
Evaluation Facilitation Scenarios
Variations in the Need for Facilitation
Being Active, Reactive, Interactive, and Adaptive
Facilitation Lessons
Facilitation Resources for Skill Assessment and Development
Chapter 3. The Overarching Principle of Evaluation Facilitation: Be Utilization-Focused
Why Use Principles-Focused Evaluation Facilitation
GUIDE Dimensions of the Utilization-Focused Principle
Facilitation Lessons
Additional Resources
Quick Review
Overarching Versus Operating Principles
The Evaluation Facilitation Brittle Star
Chapter 4. Be Guided by the Personal Factor: The First Operating Principle
The Personal Factor
GUIDE Dimensions of the Personal Factor Principle
Effective Practices for Facilitating Evaluation
Facilitation Lessons
Resources for Applying the Personal Factor Principle
Chapter 5. Engage Through Options: The Second Operating Principle
Research on Deciding Among Options
What Makes Evaluation Decision Making Challenging for Stakeholders
Myriad of Choices
GUIDE Dimensions of the Engage Through Options Principle
Facilitation Lessons
Tools and Resources for Facilitating Engagement With Options
Chapter 6. Observe, Interpret, and Adapt: The Third Operating Principle
Adopting an Observation Mindset
Adapting in Real Time
Adaptive Action as a Framework for Evaluation Facilitation
GUIDE Criteria for the Observe, Interpret, Adapt Principle
Facilitation Lessons
Resources to Support Observation, Interpretation, and Adaptation
Chapter 7. Embed Evaluative Thinking Throughout: The Fourth Operating Principle
Evaluative Thinking
GUIDE Criteria for the Evaluative Thinking Principle
Facilitation Lessons
Additional Resources to Support Facilitating Evaluative Thinking
Chapter 8. Invigorate With Leading-Edge Inputs: The Fifth Operating Principle
Facilitating at the Leading Edge
GUIDE Criteria for the Leading-Edge Principle
Leading-Edge Tools and Resources
Chapter 9. Principles-Focused Evaluation Facilitation: Conclusion and a Look Forward
Central Theme of the Book
Integrating the Principles
Integrating Principles in Practice
Situation Recognition and Evaluation Facilitation
Graphic Recording for Evaluation Facilitation
Some Issues Not Addressed in This Book
The Future of Evaluation Facilitation
Final Offering of Resources to Expand Your Evaluation Facilitation Horizons
Other Frameworks for Evaluation Facilitation

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