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Copyright © 1995-2017 Questionmark Corporation and/or Questionmark Computing Limited, known collectively as Questionmark. All rights reserved. Questionmark is a registered trademark of Questionmark Computing Limited. All other trademarks are acknowledged. Questionmark Conference 2017 Santa Fe Why Use Performance-Based Testing? Why Test at All? James R. Parry, M.Ed. CPT Owner/Chief Executive Manager Compass Consultants, LLC

Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

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Page 1: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Copyright © 1995-2017 Questionmark Corporation and/or Questionmark Computing Limited, known collectively as Questionmark. All rights reserved. Questionmark is a registered trademark of Questionmark Computing Limited. All other trademarks are acknowledged.

Q u e s t i o n m a r k C o n f e r e n c e 2 0 1 7 S a n t a F e

Why Use Performance-Based Testing? Why Test at All?James R. Parry, M.Ed. CPTOwner/Chief Executive ManagerCompass Consultants, LLC

Page 2: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

References

Slide 2

Gagné, R. M., & Briggs, L. J. (1979). Principles of instructional design (2nd ed.). New York, NY: Holt, Rinehart and Winston.

Hale, J. (2002). Performance-Based evaluation - Tools and techniques to measure the impact of training. San Francisco: Jossey-Bass/Pfeiffer.

Mager, R. F. (1997). Preparing instructional objectives (3rd ed.). Atlanta, GA: CEP Press.

Rummler, G. A., & Brache, A. P. (1995). Improvingp performance: How to manage the white space on the organizational chart (2nd ed.). San Francisco, CA: John Wiley & Son, Inc.

Shrock, S. A., & Coscarelli, W. C. (2007). Criterion-Referenced test development - Technical and legal guidelines for corporate training (3rd ed.). San Francisco, CA: John Wiley & Sons, Inc.

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Acknowledgments

• Photos, some illustrations and background illustrations used fall within the creative commons license

• Stick figures courtesy of E-Learning Heroes

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Page 4: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Why Do We Test?

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Page 5: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Testing, or assessment, allows us to validate what an individual

knows or doesn’t know.

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How Do We Test?

Page 7: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Types of Tests

• Knowledge-based

• Performance-based

• Performance

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Knowledge-based Tests

• Assess useful knowledge about required performances

• Must be written to ensure validity and reliability

• Scoring is pretty straight forward - right or wrong - based on a criteria

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Page 9: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Performance-based Tests

• A hybrid form that attempts to measure job skills using a combination of knowledge and performance in the same test

• These types of tests are very difficult to write and most test writers don't want to take the time required to develop true performance-based items

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Page 10: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Performance Test Defined

"A test or assessment in which the response modalities required to demonstrate competence are identical to or closely approximate the response modalities required to apply that competence in its target context."

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The Performance Testing Council (www.performancetest.org)

Page 11: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Performance Tests

• Seek to provide an objective rating of either a behavior or a product

• Assess the demonstration of required skills

• Developing a true performance test is not difficult but establishing the scoring and reliability of the raters is a challenge

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Test FormsCRT vs. NRT

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Page 13: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Criterion-Referenced Test (CRT)

• Compares people against a standard

• Test is composed of items based on specific objectives or competency statements

• Defines the performance of each test-taker without regard to performance of others

• Defines success as being able to perform specific tasks or competencies• Tests mastery of a concept

• Scores typically high and clustered together

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Page 14: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Norm-Referenced Test (NRT)

• Compares people in relation to the test performance of one another

• Composed of items that will separate the scores of test-takers from one another

• Used to rank-order to select top performers

• Does not verify what a test taker can actually ‘do’

• Test scores should be widespread• Increases confidence for comparison

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Page 15: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Points to Remember

• Criterion-Referenced test is used to test “mastery” of a concept• Scores should be high if the training material and tests are doing

their job

• Norm-Referenced test is used to rank order (Rack-and-Stack) people• Scores should be spread evenly along the spectrum

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Page 17: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Food For Thought

• Did the trainee just spend 12 weeks in a school and learn what they were supposed to learn and are they able to perform satisfactory on the job?

• Can we diagnose trainees or even instructors’ deficiencies?

• Can we say with confidence that a trainee has mastered the required objectives or job tasks?

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When Do We Test?

Page 19: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Formative Assessments

• Given at intervals during the course to test the knowledge and skills being formed within the students

• Tests given during courses and schools are based on the objectives

• We are testing the knowledge and abilities of individuals to meet or perform these objectives

• Helps student recognize strengths and weaknesses

• Helps faculty recognize where students are weak so problems may be addressed

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Page 20: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Summative Assessments

• Goal is to evaluate student learning at end of instruction by comparing it to some standard

• Often high stakes

• Information obtained can be used to modify instruction insubsequent offerings of course

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What do the results of written assessments tell us?

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What They Know

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Page 23: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

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If the objectives are written to only “know” something

then all is well!

Page 24: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Useful Objectives

• Three characteristics• Performance

• Describes what the learner is expected to be able to DO

• Condition(s)• Describes the conditions under which the performance is expected to occur

• Criterion• Describes the level of competence that must be reached

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“Objectives increase the accuracy with which cognitive processes in particular can be assessed. A well-written objective is the blueprint for the creation of test items that will assess the specific competency described by the objective. In this way, objectives make it much easier for test writers to create so-called parallel test items, that is, different test items that assess the same objective.”

Shrock & Coscarelli, (2007, pg. 106)

Page 26: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

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Can a performance objective be fully tested with a knowledge-

based assessment?

Page 27: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Knowledge Tests

• Usually formative• Measure retention of key concepts or knowledge during training

• Used as building blocks to performance

• May be used to predict readiness to demonstrate performance

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Basic Knowledge Only Test Item Example

1. In which octave is the key used to sound “middle C” located on a standard 88-key piano keyboard?A. In the 3rd octave

B. In the 4th octave

C. In the 5th octave

D. In the 6th octave

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Page 29: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Limitations of Traditional Knowledge Tests

• Include the common 4-alternative multiple choice, multiple response (several alternatives must be selected), matching, etc. • Cannot test actual performance

• Most times, these types of test items are written entirely at the knowledge level where the respondent regurgitates chapter and verse from learning material

• We don’t know if the test taker can actually ‘do’ anything

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Performance Tests

• Diagnostic/evaluative/summative

• Used to evaluate actual performance• Must be designed to test in actual conditions encountered on the job

• Must use actual equipment

• Little or no verbal or written testing

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Page 31: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Performance test item example:

• Dissect a preserved frog and remove the stomach, heart, lungs and reproductive organs following the checklist provided without error.

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Performance Checklists

• Used to ensure all required steps are followed

• Provide standard for all observers/graders

• Ensures each participant is graded to same standard

• Questionmark® Assessment Management Systems (Perception & On-Demand) offer “Observational Assessment” capability

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Page 33: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Advantages of Full Performance Testing

• Allows us to test what an individual can actually do either in a classroom environment or on the job and not just what they know

• Helps us measure an individual’s competence by having them perform a task or set of tasks in an actual work environment while being observed and graded to an acceptable level of performance by a competent, qualified trainer or observer

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Page 34: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Limitations of Performance Testing

• Cost of purchasing sufficient equipment for each trainee is often cost prohibitive

• Time consuming

• Little time for retesting

• Full performance testing of large class is sometimes difficult• Student/observer ratio

• Group performance testing does not ensure all can perform

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Page 35: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

The Hybrid Approach – Performance-Based

• By combining elements of both traditional testing methods with performance testing it is possible to test at a higher level of fidelity if actual equipment or real-life environments are not feasible

• Hybrid approach ensures the trainee has attained the knowledge required to be able to perform a task before actually performing it, then incorporates traditional testing at a higher cognitive level with simulated performance• Then test only those actual performances that cannot be simulated by higher

level traditional testing

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Traditional Testing

Methods

Performance Testing

Performance-Based Testing

Page 37: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Performance-Based Testing

• Combination of application of knowledge and performance testing

• Allows us to test what and individual can apply either in a classroom/lab environment or on the job and not just what they know• Measures competence

• Allows observation by qualified instructors

• Trainee is told to, “Apply what you have learned by showing what you can do.”

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Performance-Based Example

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Drag and drop the appropriate schematic symbols to build a DC circuit that will provide continuous power to a lamp unless the power is interrupted by a pushbutton switch. (Note: Some symbols may not be used. Drag unused symbols to the box below the schematic diagram.)

Page 39: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Limitations of Performance-Based Testing

• May not be at true fidelity encountered on the job• May not fully test actual performance

• Sometimes erroneously used to test true (full) performance objectives• Written at on the job level but not obtainable in the classroom

• Example:• Performance objective: CONDUCT a full orchestra in an amphitheater with the

performance of the score from Priscilla, Queen of the Desert without error

• Erroneous Performance-Based test: Compare and contrast, in 100 words or less, the woodwind vs. string portions of the score from Priscilla, Queen of the Desert

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“Skills and knowledge are required in any job. If they are missing, job

performance is impaired and training may be required.”

Rummler & Brache (1995, p. 72)

Page 41: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

When, What, How and How Much?

• How do we decide when and how much of each method to use?

• How about the difficulty and level of complexity of test items?

• When should we stop traditional testing methods and move on to performance-based?

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How can I put this all

together?

Knowledge Test

Page 43: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Determine the Mix

• Solving the “balancing act” begins with integrating key elements into a well written test plan

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TEST PLAN

Difficulty & Complexity

Objectives

Assessment Methods

Page 44: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

The Test Plan

• This is the blueprint that will guide when, at what cognitive level and difficulty, and how testing will be accomplished

• Development of a test plan will also reveal any deficiencies in the construct of the objectives

• If you can’t decide on a way to test or develop several test items for an objective – it may not be a solid objective – it could just be a step to a larger objective

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Objectives – The Most Important Key Element

• Learning objectives must be written with job performances that are obtainable in a training or laboratory environment

• If testing on the ‘real deal’ is not possible, the trainee should be tested at the highest level of simulation possible given the constraints imposed by the training environment

• Once the objectives are written to support the level of obtainable performance, a plan for testing must be developed

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Course Designers May Not be Test Designers

• Sometimes objectives, as written, do not work well in testing world

• Important to communicate!

• Develop test items immediately after objectives are developed

• If test designer can’t come up with 3 – 5 measurable test items per enabling objective (EO) there may be a problem• May be written at the step level

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Poorly Written Objectives

• Terminal Performance Objective• 1.1 – Given all required components, FABRICATE a hydraulic hose without

error

• Enabling Objectives• 1.1.1 – MEASURE 24 inches on a 3/16 inch hose• 1.1.2 – APPLY a piece of tape at the 24 inch mark• 1.1.3 – And so on…

• This terminal performance objective is more in line to be an enabling objective of a larger performance and the enabling objectives shown are steps of FABRICATE

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Overt vs. Covert PerformanceIf you can’t see it how can you test it?

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Page 49: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Overt vs. Covert Performance

• There are two types of performance• Overt (visible) performance

• Covert (invisible) performance

• Both are performances that are measurable• Covert may be difficult to measure

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Overt Objective

• Given an electrical circuit with a power source, various loads and a clamp-on ammeter, MEASURE the amperage draw of the circuit within ± 0.1 amps

• The performance – MEASURE – is something that can be observed, a covert action; the conditions are clearly given – a power source, various loads and a clamp-on ammeter; and the criterion is that the measurement obtained must be within ± 0.1 amps

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Testing Overt Performance

• Pretty straight forward

• Use formative testing as knowledge check

• Increase complexity and difficulty until performance is demonstrated

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Covert Objective

• Given an electrical circuit schematic with a power source and various loads indicated, CALCULATE the amperage draw of the circuit within ±0.1 amps

• The performance is still there – CALCULATE – but the act of calculating may not be something that is easily observed if the performer completes the calculations without any physical device such as a calculator or pencil and paper

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Testing Covert Performance Objectives

• How can we be sure the performer can actually calculate the amperage?

• What type of performance test can we use?

• How about a test written at various cognitive and difficulty levels that will SHOW us the trainee can DO the required performance

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At what level should tests be written?

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Bloom’s Taxonomy

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High

Moderate

Low

• Evaluation

• Synthesis

• Analysis

• Application

• Comprehension

• Knowledge

Page 56: Why Use Performance-Based Testing? Why Test at All? · Hale, J. (2002). Performance-Based evaluation ... •Did the trainee just spend 12 weeks in a school and learn what they

Low Complexity TestingThe Knowledge and Comprehension levels of the Taxonomy lend themselves well to traditional knowledge testing methods – the “Do you know it?” phase using low complexity test items

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High

Moderate

Low

• Evaluation

• Synthesis

• Analysis

• Application

• Comprehension

• Knowledge

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Moderate Complexity TestingThe Application and Analysis levels can be tested with items that use application of knowledge – the “Can you apply your knowledge?” phase using test items written at a moderate level of complexity that make the trainee think and use their knowledge in new situations

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High

Moderate

Low

• Evaluation

• Synthesis

• Analysis

• Application

• Comprehension

• Knowledge

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High Complexity TestingFinally we move up to the Synthesis and Evaluation levels which can become the, “Show me your stuff!” part of testing using high complexity test items and actual hands on performance

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High

Moderate

Low

• Evaluation

• Synthesis

• Analysis

• Application

• Comprehension

• Knowledge

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How can all of this be balanced?

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Summary of Performance

• We need knowledge to perform• Knowledge-based testing

• We need to be able to apply knowledge to make sure we can perform• Performance-based testing

• We need to be able to show that we can perform correctly• Performance testing

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So…Why do we need to test?

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Questions?

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