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May 2018
Developing a Data and Evaluation Framework for Urban Promise Zones
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
Using WebEx Chat and Q&A Features
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Chat Feature (for help with technical Issues)• Select “Host” in “Send To” box• Type message• Click “Send”
Q&A Feature (to send a question to the presenters)• Select “All Panelists” in “Send To” box• Type message• Click “Send”
May 2018
Developing a Data and Evaluation Framework for Urban Promise Zones
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
Poll Quiz White Board
Exercise Sharing Q&A
Classroom Involvement
Discussion
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
Introduction, Overview, & Roles
POLL: What is your role in the Promise
Zones initiative?
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
Learning Outcome and Objectives of the Series Learning outcome
• Successfully develop a data and evaluation framework that tracks and evaluates the PZ’s progress toward achieving its goals and thus improving programmatic effectiveness.
Learning objectives• State the importance of collecting data and identify common measures for place-based
initiatives • Define the elements of an evaluation framework for place-based initiatives and be able to
apply that knowledge • Strategize how to leverage partner and other resources to gather both qualitative and
quantitative data to measure progress in achievement the PZ’s goals• Effectively analyze data and create effective data visualization to support data-driven policy
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POLL: Which statement best characterizes your PZ’s current
capacity to develop and implement a data and evaluation
framework?
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
Introduction and overview Review data and evaluation glossary purpose
Discuss roles for PZs, partner organizations, and Vistas
Describe Theory of Change (TOC) and logic models and discuss their relevance for the data and evaluation framework
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Define “data and evaluation framework” Discuss how data and evaluation framework and
TOC can support PZ’s performance Describe elements in a data and evaluation
framework Compare types of evaluations and their purposes
Describe data sources and measures with Group A, B, C, D indicators
Discuss types of data Describe systems and practices for collecting and
storing data, including data usage agreements Share common challenges and solutions in data
collection
Discuss best practices for data analysis, including data visualization
Demonstrate data visualization tools and resources Analyze how data are used to drive implementation
and decision making Discuss techniques for reporting and dissemination
to stakeholders
Series OverviewSe
ssio
n 1
Sess
ion
2
Sess
ion
3Se
ssio
n 4
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
Additional Supports Office Hours: One-on-one help to assist PZs as they complete
the homework and work to complete or update their data and evaluation frameworks Peer-to-Peer Learning: 4 sessions designed to connect PZ staff
for mutual learning and support
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Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
Manolya Tanyu
Your TA Provider Team
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Xiaodong Zhang
Webinar Trainers (ICF)
Office Hours and Peer to Peer Sessions
(AIR)
Kasia RazynskaJanet Pershing
Trish Campie Jennifer Loeffler-Cobia
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
Participant’s Role Stay engaged, don’t multi-task Share your experience Ask questions! Do the homework Take advantage of office hours
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QUIZ: Data visualization is a term referring to a very specific set of
displays that can be used to analyze data that require a specialized
software to generate. (T/F)
QUIZ: The important distinction between primary and secondary data
is timing: primary data are data collected prior to the start of an
evaluation while secondary data are data collected after the evaluation.
(T/F)
WHITE BOARD:CONFUSING GLOSSARY TERMS?
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
Place-Based Initiatives HUD/USDA: Promise Zones HUD: Strong Cities Strong
Communities (SC2) HUD: Choice Neighborhoods ED: Promise Neighborhoods SAMHSA/ED/DOJ: Prevention
Prepared Communities
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Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
What Is Collective Impact? Organizations from different sectors agree to collaborate to solve a specific social
problem or achieve shared outcomes. Elements needed:
• Influential champion• Adequate financial resources• Sense of urgency for change
Three phases of Collective Impact Process• Initiate action• Organize for impact• Sustain action and impact
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From Channeling Change: Making Collective Impact Work, Stanford Social Innovation Review, Fay Hanleybrown, John Kania & Mark Kramer, January 2012. For information go to: http://www.ssireview.org/blog/engry/channeling_change_making_collective_impact_work
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
Effectively Engaging Partner Organizations Engage partner organizations early on to help define overarching
goals and accompanying data and evaluation framework Explain how data can help organizations build their own capacity
and achieve organizational goals Clearly outline data collection expectations from the start Provide resources and technical assistance to collect requested
data
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SHARING: ENGAGING PARTNERS AND
STAKEHOLDERSKayleigh Creswell, San Diego Promise Zone
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
Theory of Change and Logic ModelThis section of the webinar is adapted from Long, M., and MacDonald, A. (2017). Practical Tips for Developing and Using
Theories of Change and Logic Models. Prepared for Volunteer for West Virginia. ICF.
POLL: How comfortable are you with your understanding of Theory of Change
and Logic Model?
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
What Is a Theory of Change (TOC)?
Presents a clearly expressed relationship between the three core elements:• Populations (Who)• Outcomes (What)• Strategies (How)
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This is the foundation of your data and evaluation framework
Describes how and why desired changes are expected to happen in a particular context.
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
Why TOC? Discussion of the TOC helps partners reach consensus by
articulating: Assumptions such as how the program will work and how it will
help address the problem Goals the program is trying to achieve, and for whom Contribution that the program makes to achieve these goals
23
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
PIT-B Approach to Theory Of Change Development
24
Problem If
Then Because
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
Adolescents in our city suffer from high levels of obesity and related ailments. We believe adolescents do not know how to make good food choices, and often do not understand the impacts that those choices can have on their health. Our theory is that if adolescents learn about healthy shopping and cooking, then those students will become healthier. This is because they will learn about how to choose better food options and develop positive attitudes toward eating. Our program helps students learn about choosing and cooking healthy meals by delivering a fun and interactive after-school program. By providing adolescents with an age-appropriate nutrition curriculum, we will improve their knowledge and attitudes about healthy food. Ultimately, this will reduce adolescent obesity and related ailments.
Problem If
Then Because
PIT-B EXERCISE
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
Adolescents in our city suffer from high levels of obesity and related ailments. We believe adolescents do not know how to make good food choices, and often do not understand the impacts that those choices can have on their health. Our theory is that if adolescents learn about healthy shopping and cooking, then those students will become healthier because they will learn about how to choose better food options and develop positive attitudes toward eating. Our program helps students learn about choosing and cooking healthy meals by delivering a fun and interactive after-school program. By providing adolescents with an age-appropriate nutrition curriculum, we will improve their knowledge and attitudes about healthy food. Ultimately, this will reduce adolescent obesity and related ailments.
Problem If
Then Because
PIT-BANSWER KEY
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
Common Pitfalls To Avoid• Circular Logic: Repeating the same statement in different words• Process Focused: Going into the weeds on the “how” of your program
but forgetting to address the “why”• Program Histories: Giving a detailed looked at every way your program
has evolved, but forgetting to explain why it works the way it does• Literature Reviews: Describe the results of research into similar
programs, but do not address the underlying factor behind those programs
27
Q & A
DISCUSSION: How can you use a TOC to support
a data collection and evaluation framework?
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
Use Your TOC!
30
Do not stop with simply articulating your TOC It is a tool to guide your PZ work! In coming webinars we will discuss how to:
• Use your TOC as a guide to articulating interim activities and outcomes will result in the long-term change you seek.
• Target your data collection to those key elements• Use the data to make evidence-based decisions about ways to
improve your program.
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
Connection Between a TOC and a Logic Model
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A TOC is a narrative description of why your program works A logic model translates this why into a fleshed out how
A logic model is a visual representation of the way your program will accomplish the changes established in your TOC
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
Why Logic Model? Reflects the program’s complexity and teases apart the distinct, but
inter-related, elements. Forces a clear, structured articulation of the program, which helps
all partners ensure they are on the same page. Helps uncover whether parts of the program do not fit or need re-
working
29
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1 33
Inputs Activities OutputsOutcomes
Short Medium Long
Key Components of a Logic Model: Inputs The human, financial, organizational, and community resources available
for carrying out a program’s activities: • Funding • Program staff • Volunteers
Outcomes • Research
Inputs Activities Outputs Short Medium Long
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1 34
Key Components of a Logic Model: Activities Processes, tools, events, and actions that are used to bring about a
program’s intended changes or results: • Workshops on healthy food options • Food preparation counseling • Referrals to food programs and resources
Outcomes
Inputs Activities Outputs Short Medium Long
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1 35
Key Components of a Logic Model: Outputs Direct products of a program’s activities and may include types, levels and
targets of services to be delivered by the program: • # individuals attending workshops • # individuals receiving services • # individuals receiving referrals
Outcomes
Inputs Activities Outputs Short Medium Long
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1 36
Key Components of a Logic Model: Outcomes Expected changes in the population served that result from a program’s activities and fall along a
continuum, ranging from short to long term results: • Short-term (1-3 yrs): changes in knowledge, skills, and/or attitudes (e.g., ↑ knowledge healthy
choices) • Medium-term (3-5 yrs): changes in behavior or action (e.g., ↑ adoption of healthy food practices) • Long-term (5-10 yrs): changes in condition or status in life (e.g., ↑ improved health)
Outcomes
Inputs Activities Outputs Short Medium Long
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1 37
Comparison Between Outputs and Outcomes
Outputs Outcomes
• Direct count of a program’s activities/services
• Changes resulting from a program’s activities/services
• Examples: • # attending workshops • # receiving services • # receiving referrals
• Examples: • ↑ knowledge of healthy choices • ↑ adoption of healthy practices • ↑ improved health
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1 36
Outcomes Inputs Activities Outputs
Short-term Medium Long-term
What resources go into a program
What activiti es the program
undertakes
What i s produced
through those activities
Changes or benefits that
result from program in near-term
Changes or benefits that
occur in l onger timeframe
Long-term changes or benefits of
program, often at soci al level
e.g. money, staff, curriculum
e.g. deli ver training
programs
e.g. number of workshops held, people trained
e.g. improved knowledge/skills
/attitudes
e.g. improved food choices
e.g. improved health in
community
Putting it Together
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1 37
Putting It Together
Inputs Activities Outputs Outcomes
Short-term Intermediate Long-term Changes or benefits that result from program in near-term
Long-term changes or benefits of
program, often at social level
What is produced
through those activities
Changes or benefits that
occur in longer timeframe
What resources go into a program
What activities the program undertakes
AB
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1 37
C A B
Putting It Together
Inputs Activities Outputs
What is produced
through those activities
What resources go into a program
What activities the program undertakes
Outcomes
Short-term Intermediate Long-term Changes or benefits that result from program in near-term
Changes or benefits that
occur in longer timeframe
Long-term changes or benefits of
program, often at social level
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1 37
Inputs Activities Outputs Outcomes
Short Long
Funding/Budget
Human Capital: Program
Staff/Community Stakeholders
Collaboration in program Services
and Supports
Research about best practices
Demolition, construction, rehabilitation, preservation. Com Building
Community improvements
(e.g., public transit, banks,
schools, services, parks); public
safety
Number of units at diff. rents; demolished, rehabilitated,
preserved – Mix of units
Number of community
improvements; less crime
Distressed properties are
revitalized
Improved, quality community
services
Increased trust between
stakeholders, improved
community engagement
Medium
High quality, energy-efficient,
affordable housing units in mixed-income developments
Safe, healthy,mixed-income neighborhoods
with high-performing
schools and services
Transformed Neighborhoods
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1 42
Inputs Activities Outputs Outcomes
Short Medium Long
If Because Then
Demolition, construction, rehabilitation, preservation. Com Building
Community improvements
(e.g., public transit, banks,
schools, services, parks); public
safety
Number of units at diff. rents; demolished, rehabilitated,
preserved – Mix of units
Number of community
improvements; less crime
Distressed properties are
revitalized
Improved, quality community
services
Increased trust between
stakeholders, improved
community engagement
High quality, energy-efficient,
affordable housing units in mixed-income developments
Safe, healthy, mixed-income neighborhoods
with high-performing
schools and services
Transformed Neighborhoods
Problem If
Then Because
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1 43
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1 44http://ohcdphila.org/wp-content/uploads/2015/11/neighborhood-plan-pages-35-to-49.pdf
Tips for Creating Logic Models It may help to borrow elements of a logic model from another organization
with a similar mission. Be sure to adapt it so it reflects your specific program. Look around the internet for examples Think about how to translate your PIT-B Problem If Then Because
statement to a logic model In a place-based setting, you may start with sector-based logic models, then
combine to a PZ-level logic model. A logic model is a living document—don’t be afraid to adjust it as you learn
through implementation
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1 38
Q & A
SHARING: TOC/LOGIC MODEL CHALLENGES
Kayleigh Creswell, San Diego Promise Zone
Homework Building blocks of the Data and Evaluation Framework Format options • Use template provided • Use your own template Support Available! Sign up for Office Hours
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
1. Working with your team, develop or revise the Theory of Change and Logic Model for your PZ to clearly define inputs, activities, outputs, and outcomes (short-, medium-, and long-term) as well as connections among these elements.
Homework
Build or Refine Your Logic Model:
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1 49
Homework 2. List the barriers that may make it hard to implement your Logic Model and solutions you intend to pursue.
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1 50
Homework documents are available at
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
Homework https://hudexchange.info/programs/promise-zones/data-and-evaluation-framework/ Homework Instructions Logic Model Template Barriers Analysis Template
51
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
Resources HUD Exchange PZ Webinar Page:
https://hudexchange.info/programs/promise-zones/data-and-evaluation-framework/ Office Hours on Tuesdays, Wednesdays, and Thursday, the week
following each webinar: Sign up at: http://pzofficehours.simplybook.me Peer to Peer Learning: (3-4 PM EDT)
May 9 May 23 June 14 July 9 Webinars: (1-3 PM EDT)
May 16 June 7 June 27 52
Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1
References CDC http://www.cdc.gov/evaL/resources/index.htm CNCS https://www.nationalservice.gov/resources/evaluation/all-
evaluation-resources W.K. Kellogg Foundation Logic Model Development Guide
http://www.wkkf.org/resource-directory/resource/2006/02/wk-kellogg-foundation-logic-model-development-guide Philadelphia Division of Housing and Community Development
Neighborhood Plan (pp. 46-49) http://ohcdphila.org/wp-content/uploads/2015/11/neighborhood-plan-pages-35-to-49.pdf
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See You Again Soon! Office Hours: May 8, 9, and 10 from 1-5 pm EDTPeer to Peer Learning: May 9, 2018, 3-4 pm EDT
Webinar #2: May 16, 2018, 1-3 pm EDT Developing a Data and Evaluation Framework for Urban Promise Zones: Session 1