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Stage 1 - Establish Your Process and Create Indicators

The first stage of a district-wide technology evaluation project incorporates the first four process steps of:

  • Creation of an evaluation committee
  • Development of evaluation priorities and related evaluation questions.
  • Creation of performance indicators for each evaluation question
  • Organization of indicators into assessment rubrics

It is in this stage that the groundwork is set for effective program evaluation.   It is here that the conceptualization of the work is lodged in a committee of project stakeholders, evaluation questions are defined, and benchmarks/indicators are created.

Developing a Committee

A district-wide evaluation committee is the central, organizing, structure of the technology evaluations we have facilitated in most districts. As an initial step, districts create a technology evaluation committee composed of stakeholders from throughout the district and local community.   This committee closely parallels the structure of the district's technology planning committee in that in order for the committee to be effective, it must be representative of the interests and concerns of the broad district community. In general, the committees we work with number about 12 to 15 members and include district level staff, a board member, and principals, as well as classroom teachers and technology specialists from all grade levels.

Our Committee Composition worksheet is useful in assigning and delineating committee membership.   Notice that the emphasis in committee composition is to represent the full range of stakeholders to the district evaluation process.

Creating Evaluation Priorities and Questions

After working through the organizing questions exercise, the committee is prepared to begin to frame the actual evaluation questions.   Here it is important to note that some evaluations only cover specific parts of a district's technology implementation efforts.   For example, a district may choose to evaluate just its technology professional development efforts.   Another district may choose to focus on teacher productivity and uses of technology.   Yet another district may focus on the key question of technology's impact on student achievement.   The point is that the evaluation effort must generate questions and answers that are relevant to the particular district conducting the evaluation.  

Most often, we have found that committees choose to base their evaluation questions in specific technology plan goals.   This method of developing questions rooted in planning goals addresses the district's basic need to know if they are meeting their goals for instructional technology and the various implementation process steps.  

Basic Points for Developing Evaluation Questions

Committees should work to insure that their evaluation questions meet the following primary criteria:

  • Questions relate to the district's desired outcomes for student and/or teacher use of technology

Once again, we must note that it is not possible to evaluate a program's success if you do not have an image of what success looks like.   A district must have defined their desired outcomes for technology before measuring the progress toward meeting those outcomes.   Most often, these outcomes are part of the district's technology planning goals; but in the event that those goals are not sufficiently related to technology's use, then the district will first have to work on defining goals for technology's impact.

  • Questions focus on assessing the impact of specific components of a district's technology implementation effort

A successful technology implementation effort has a number of components such as curriculum, professional development, and infrastructure.   As the point is always made in technology planning, all of these components must work in concert in order to achieve success.   Therefore, when assessing district technology progress, it pays to consider the impact and effect of individual key components of the overall effort.   In most cases, a single question of "How is technology impacting student achievement" is simply too broad to have a meaningful answer.   On the other hand, a question that asks (for example) if district professional development is providing teachers new skills in the application of technology is more answerable.   Then, a related question might be to determine if teachers are using their skills in the classroom.   Finally, a third question could be to determine if students are actually using technology in the ways that teachers support.   This chain of component questions allows for more focused data collection and easier analysis of possible breaks in the chain of logic that supports technology integration.

Developing Indicators

After developing evaluation questions, the committee's work should turn toward creating performance indicators for each question. This work is often accomplished by dividing the full committee into subcommittees -- one for each evaluation question.   Each subcommittee can then work to develop indicators and ultimately an indicator rubric for their question and then reviewed the work of each of the other two subcommittees.   The product of this review is subsequently fed back into each group's development process.   In this way every committee member is able to review each of the questions/indicator rubrics and this review benefits the work of the whole committee.

If you are developing an evaluation for a particular program - such as a grant-funded project - then you might want to create a so-called "logic map" to map out the project's goals, objectives, actions, and indicators of success. To help in this work, we've created an Inspiration-based logic map template and have used the template to create a sample logic map (please note that you will need Inspiration software to view/use either of these files). For more information creating logic maps, see our logic map creation resource.

For evaluations that seek to broadly assess the impact of technology on teaching and learning (e.g,. evaluations of a district's technology plan implementation), we have developed a worksheet to help subcommittees frame general indicators of technology's impact on teaching and learning. The categories we have used on the worksheet are simply representative of the most common types of evaluation questions. We also have provided some basic tips for developing rubrics that organize indicators.

In the end, you want to develop a rubric that details multiple (we suggest four) levels of success for meeting your developed indicator. Our indicator rubric template is designed to help format your work. We've also included a sample of what a rubric should look like when complete.

Some Tips for Creating Effective Rubrics

A rubric must be found in, and built from a picture of excellence to establish a valid target and anchor for scoring.   This is true whether or not the work you are scoring ranks at exemplary levels.

  • Establish a first draft of the possible criteria to be used in scoring the work
  • Decide which of the criteria are most important for the purpose and nature of this particular assessment vs. the feasibility of using those criteria or that many criteria.
  • Decide whether there will be one holistic rubric or various analytic rubrics for each of the priority criteria
  • Begin by trying to build a 4 point or 6 point rubric, regardless of how many points on a scale you want the rubric to eventually have.
  • Though your rubric(s) should eventually minimize the use of comparative and evaluative language, begin at first to sketch out the rubric language for each point on the scale by using words like excellent/good/fair/poor so as to set the right tone for each point on the scale.
  • Always build your rubric from the top, starting from a description of exemplary performance.
  • Carefully craft the language of the cut point on the scale, so as to make clear what the performer must do for minimal success. Resist the urge to describe the lowest points on the scale in negative terms only. (What is accomplished at even the lowest levels?)
  • Edit and amplify your rubric, based on feedback from use and peer review.
Next Steps?

Now that you have your rubric(s), it's time to move on to Stage 2, Data Collection.

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Who should facilitate the work of the evaluation committee?

An effective evaluation effort is one that is "owned" by the participants and subjects.   Still, it may be difficult for any given district administrator to chair and organize the evaluation...particularly if the evaluation is seen as a direct assessment of the work of this administrator (e.g., the district technology coordinator).   For this reason, a number of districts have turned to the use of an outside evaluator to facilitate and organize the evaluation work.   Contrary to popular belief, the effective outside evaluator does not work "blind" or in secret from the district staff and programs that will be impacted by the evaluation.   The evaluator will need to work collaboratively with the evaluation committee to insure that evaluation questions are relevant and that an accurate image is acquired of current district performance.   Nevertheless, the external evaluator can attain a perspective that is independent of any single member of the district community; and this perspective can reflect an impartiality that is important for evaluation credibility.   Most importantly, a skilled technology evaluator will bring a body of knowledge about that is possible and what to look for in effective technology integration.   Usually, this skill can be utilized quicker, and more economically than it would take to develop it piecemeal or in-house. For all of these reasons, we have found that many districts prefer to use an external evaluator in their technology evaluation work.

How can we create evaluation questions when we do not actually have "meaningful" goals in our district technology plan?

First, we have to note that it is a hopeful and good thing to hear a committee ask this question as it means that the committee has grasped the basic point that meaningful goals are those that relate to technology's integration within core curriculum.   All too often, it is assumed that technology goals should relate to technology itself (e.g., networks, computers, software acquisition, etc.) and not the actual work of teaching and learning.  

It is certainly possible to create evaluation questions that do not adhere directly to planning goals, but this is done at the risk of having the evaluation ending up driving the planning process instead guiding and focusing its progress. This leads us to what we feel is one of the underlying principles of technology evaluation; that is, base evaluation questions on existing strategic goals.   Avoid creating new goals for technology as a result of the evaluation process. Certainly, it is appropriate to use evaluation work to fine-tune existing planning goals.   In this formative way, some districts choose to use the evaluation process as the kick off to a strategic plan update.

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