AEA365 | A Tip-a-Day by and for Evaluators

TAG | Success Case Methodology

Hello.  I am Tom Lyzenga, a PhD student at Western Michigan University, and chair of the Business, Leadership, and Performance TIG.  I am also a training evaluator and performance consultant at a major international corporation.  My tip today is about filling in blanks in an impact matrix or model.

Challenge: Sometimes program stakeholders can’t provide a complete impact matrix or model.  In some cases, the intervention can be applied uniquely or optionally by each program participant, so we can’t project if or how they will apply it.  In other cases, the training intervention has only high level objectives and we can’t predict either how they will be applied or what specific activities or performance impacts can be expected.

Hot Tip: You can apply Rob Brinkerhoff’s Success Case Methodology to fill in the blanks in the impact matrix AFTER the intervention has occurred.  By conducting structured interviews with participants who are identified as either very or not successful, we can describe how the intervention was applied, what impact it had, and what factors contributed to the success of the application.  We can also describe the relative success of the program in terms of the percentage of successful participants.  As a result, stakeholders can get a sense of the value of the intervention and influence the success factors for the next intervention.

Rad Resource: The demonstration I am offering, Filling in The Blanks in Models and Matrices with Success Case Methodology, at Evaluation 2013 in Washington, DC is designed to demonstrate the use of the Success Case Method to complete impact matrices and models.

The American Evaluation Association is celebrating Business, Leadership and Performance (BLP) TIG Week with our colleagues in the BLP AEA Topical Interest Group. The contributions all this week to aea365 come from our BLP TIG members. Do you have questions, concerns, kudos, or content to extend this aea365 contribution? Please add them in the comments section for this post on the aea365 webpage so that we may enrich our community of practice. Would you like to submit an aea365 Tip? Please send a note of interest to aea365@eval.org. aea365 is sponsored by the American Evaluation Association and provides a Tip-a-Day by and for evaluators. Want to learn more from Tom? He’ll be presenting as part of the Evaluation 2013 Conference Program, October 16-19 in Washington, DC.

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