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Stage 3 - Recommending and Reporting

Once data has been collected, it is necessary to apply the analysis of the data to the process of scoring the related evaluation rubrics.   This step, plus those of creating findings and recommendations and then creating and disseminating the evaluation report constitute the third and final stage of the district evaluation process.

The district evaluation committee should work to holistically score the rubrics.   Traditionally, Sun Associates facilitates this process and often have created our own set of scores to compare with and challenge the committee's scores.   The scoring process takes the form of a structured (facilitated) discussion of the data compared to the rubrics.   In most cases, this takes at least a half-day committee meeting.   Some districts find it useful to create scores that break down by building or level (e.g., elementary, middle, or high). Whether or not this is done is a decision that must be made by the district before such scoring occurs since such breakdowns (if any) must relate to the overall purpose and design of the district's evaluation project.

At this point in the work, it is also now reasonable to create a series of findings and related recommendations.   In fact, findings are summaries of the key data findings.   These findings are usually directly related to the evaluation questions and are thus organized.   In some cases, there are findings that are opportune and bear noting even though they are not related to the questions.   When this happens, the opportune findings need to be reported as such and clearly noted as being in addition to that information that was being directly sought by the evaluation.

Recommendations are the responses to the evaluation findings and subsequent rubric scores.   Here, the point is for the committee to detail what it believes is necessary to address the evaluation findings and to insure/drive positive future progress.   This last point is by no means minor.   The making of recommendations is often a laborious process that has strong political overtones.   Once again, the credibility - and thus value -- of these recommendations will be enhanced by the broad stakeholder representation on the committee and by the knowledgeable resource/support provided by an external evaluator.

The final process step -- reporting -- is important in that it reinforces the basic point of the evaluation, that is to provide a structured assessment for fine-tuning and improving progress towards meeting the district's technology implementation goals.   If findings are not reported, then the assessment has no value.   Evaluation's benefit really occurs when its results are published widely throughout the district.   Such publishing expands   and informs the discussion and reflection processes that started in the evaluation committee meetings.

What Happens Next?

The release and presentation of the "final" evaluation report is not the end of the evaluation process.   In order for evaluation to have a formative impact on a district's technology implementation effort, the first year's evaluation process must be continuously applied.   Ideally, the district will re-evaluate its progress annually.   A good example of a district which has taken this annual approach, with positive results, is found in Fayette County, KY.   Visit their website directly to read their annual reports and review their evaluation process.

Our experience is that when a district takes this truly formative, annual, approach to its technology evaluation there is an increasing level of buy-in and relevance afford to the evaluation with each cycle of the evaluation process.   For one thing, when evaluation becomes a recognized part of the technology planning and implementation process, some of the fear and anxiety of evaluation/assessment subsides.   Also, routine evaluation indicates to the broad district community that technology is an important aspect of the district's expectations for teaching and learning.   In short, technology use, expectations for use, and assessment of progress toward meeting those expectations becomes a systemic part of the district's educational environment.   This is, after all, the ultimate goal for instructional technology, and we have indeed found that formative technology evaluation is a significant step toward achieving that goal.

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It turns out that according to our evaluation, we're not doing as well as we thought.   Do we really want to release this report?

First, no one "fails" a formative evaluation!   The entire point of determining your current performance is to chart a path for improvement in the future.   Therefore, by definition, there must be "room for improvement."   Without a doubt, all evaluations will generate some level of controversy and make some people, schools, or constituencies at least a little uncomfortable.   This is normal and is productive for driving forward the change process.   If one were to shy away from publicizing the evaluation due to its potential controversy, then there would be no point in producing the evaluation in the first place.

That said, it is important that the report be handled appropriately.   This means that it must be presented as a group (committee) effort which has had broad stakeholder input and review.   The evaluation cannot appear to be one person's or constituency's "axe to grind."   Further, the evaluation needs to be presented as formative and the next steps (recommendations and resulting planned actions) need to be well-detailed.   When framed this way, the evaluation can be a vehicle for bringing together a district community.

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