aes24 International Evaluation Conference

Authors: Claire Grealy (Rooftop Social ),Duncan Rintoul (Rooftop Social, AU),Virginia Poggio (Paul Ramsay Foundation, AU),Luciana Campello (NSW Department of Communities and Justice, AU),Kirsty Burow (NSW Department of Communities and Justice, AU),Jacqueline Webb (National Association for the Prevention of Child Abuse and Neglect (NAPCAN), AU)

The evaluation of grant programs has long frustrated grantees and perplexed fund managers.
Evaluators often arrive at the end, and may find a strong narrative about the funded activity (assuming the project staff are still in place) but less of the documentation and data that demonstrates the impact or learning, or shows the link between each project to the fund objectives.

Fund managers have often had to be content with the limited results available to them, sometimes as basic as acquittals on activity and expenditure. This limits funders' ability to capture learning, feed into new fund designs, mount budget bids, or tell a compelling story about the work grant holders are doing.

This panel brings together a cross-section of key players and beneficiaries from a variety of contexts:
* a state government fund manager in the human services sector
* an evaluation lead from a large national philanthropic organisation
* an experienced project manager from a national NGO that receives grants from various sources
* two evaluation specialists who have deep experience working in this space, developing and delivering this kind of support.

Drawing on case studies from practice, this panel will share some innovative approaches from their work, which bring the right mix of expectation and support to the design stage of grant-based projects, from the time of submitting an EOI through to the point of evaluation readiness.

The fruit that hangs off this tree includes:
* strengthening the 'evaluability' of each project and the overall fund
* testing each project's assumptions and ambitions
* deep conversations between grant makes and grant holders about outcome alignment
* building the evaluative thinking and capability of project teams and organisations, activating the 'ripple effect' as participants share their newfound commitment and skills with their colleagues.
"You couldn't drag me to program logic workshop before this. And now look at me - I took that process you did with us and yesterday I ran it with my team on another project."

Authors: Samantha Abbato (Visual Insights People )

The psychology of evaluation capacity building: Finding the way with the rider, elephant and the pathway
Evaluation capacity building is increasingly becoming a core part of evaluation practice and a critical part of incorporating evaluation into the everyday activity of organisations (Preskill and Boyle, 2008, White, Percy and Small, 2018). Reaching the point where evaluation becomes the way of doing business requires a change of knowledge, skills, and attitudes.

Changes need to happen at the level of individuals, teams, organisations, and partnerships. This journey requires supporting and managing change to systematic enquiry processes as much as it requires evaluation expertise. In this skill-building session, we introduce Jonathan Haidt's 'rider, elephant and pathway' metaphor as a framework to support change and strengthen evaluation capacity (Haidt, 2018).

Haidt's metaphor for change includes the rider (our rational thinking side) atop an elephant (our emotional side). Behaviour change for individuals and collectives requires steps that (1) support the rider, such as giving clear directions, (2) motivate the elephant by tapping into emotions, and (3) shape a pathway to change, including clearing obstacles. In this interactive session, the facilitator will provide case studies applying Haidt's metaphor,spanning two decades Through these examples the power of this framework to support evaluation capacity building is demonstrated. Examples include using Haidt's framework for:
1. Building a Monitoring, Evaluation and Learning (MEL) system with a medium-sized community organisation;
2. Increasing the maturity of MEL in an existing large organisation; and
3. Increasing the impact of evaluation partnerships.

The active skill-building component incorporates:_

• Cartoon elephant, rider and pathway flashcards;
• A 'snakes and ladders' style game; and
• Evaluation-specific examples.

The combination of examples and activities are designed to support participant learning. The session will encourage discussion of barriers, enablers and actions to build evaluation capacity relevant to different situations and contexts.

Learning objectives include:

• Knowledge of a sound and memorable psychological framework for supporting evaluation capacity building;
• Ability to apply Haidt's metaphor

Authors: John Gargani (Gargani + Co ),Julian King (Julian King & Associates, NZ)

In this participatory session, we pose the question, "How should evaluators innovate the practice of value-for-money assessment to meet the needs of an expanding set of actors that include governments, philanthropists, impact investors, social entrepreneurs, program designers, and Indigenous and First Nations communities?" We begin by framing value for money as an evaluative question about an economic problem. How well are we using resources, and are we using them well enough to justify their use? Then we suggest new methods intended to help innovate the practice of value for money based on our body of published and current research spanning over 10 years.
These include new methods that (1) produce "holistic" assessments of value for money, (2) reflect rather than hide multiple value perspectives even when values conflict, (3) estimate social benefit-cost ratios without monetizing benefits or costs, and (4) adjust monetary and nonmonetary value for risk using Bayesian methods. Along the way, we facilitate discussions with participants, asking them to consider if, how, and by whom these innovations should be pursued, and what other innovations may be needed. We provide participants with access to a collection of our published and draft papers, and invite them to comment and continue our discussion after the conference.

Authors: Susie Fletcher (Australian Healthcare Associates)

Auslan is a visual, signed language that was developed by and for the Australian Deaf community. People who use Auslan as their primary or preferred language are not necessarily fluent in English. Our team was engaged to review access to interpreter services for Auslan users, a population group that is often underrepresented in evaluation. In this presentation we will highlight some of the issues evaluators need to consider when working with this marginalised community, and share practical skills and techniques for making their evaluations more accessible.

Authors: Kathleen Stacey (beyond...Kathleen Stacey & Associates Pty Ltd), Cheryl Augustsson (Yorgum Healing Services), Raelene Rosas (NT Stolen Generation Aboriginal Corporation), Pat Thompson (Link-Up (Qld) Aboriginal Corporation), Jamie Sampson (Link-Up (NSW) Aboriginal Corporation)

Link-Up Services support Aboriginal and/or Torres Strait Islander people who were forcibly removed, fostered or adopted from their families as children, and their descendants who live with the ongoing impact of forcible removal policies, to reconnect with family, community, culture and Country. Wayfinding is at the core of our work - navigating unfamiliar territory with clients towards a hoped for destination of a greater sense of 'home', wherever this is possible, in a culturally safe, appropriate and trauma-informed manner.

In 2019, the National Indigenous Australians Agency funded development of a national Link-Up monitoring and evaluation strategy with the eight Link-Up Services operate across six jurisdictions. Each Link-Up Service is either a stand-alone Aboriginal community controlled organisations or based in an Aboriginal community controlled organisation.

This interactive workshop invites participants into our collective experiences of co-creating and implementing the M&E Strategy on a national basis, presented from the voices and position of Link-Up Services. We believe our experiences and learnings will be instructive for monitoring and evaluation activity with other Aboriginal and Torres Strait Islander organisations and programs.

Travel with us in reflecting on our monitoring and evaluation wayfinding journey over three phases of work. Pause with us at key points throughout the session to exercise your critical self-reflection and analysis skills, share your ideas and learn what has worked well or presented challenges for us and why in creating, navigating and implementing a culturally safe monitoring and evaluation strategy in a complex and demanding service context.

Authors: Kathryn Erskine (Cube Group), Michael Maher (Cube Group, AU)

The session is intended to provide a practical example of how a traditional program evaluation was re-orientated to allow the application of findings to inform broader system transformation. This echoes current discourse in evaluation - particularly since the global pandemic - whereby traditional notions about how the field of evaluation is viewed and developed are being challenged (Ofir, Z. 2021). Specifically, there are calls to rethink and elevate evaluation practice to actively contribute to and support systems transformation (see Dart 2023; Norman 2021), beyond a narrow programmatic focus.

This session will illuminate this discussion by examining a mental health program evaluation in the context of significant service reform across the Victorian mental health system. The presentation will outline insights and techniques about how to lift and reconfigure a tightly defined program evaluation into one which can have broader application to the system ecosphere. It outlines how and why the pivot was made; changes we made to the methodology and the key benefits that arose from taking an expansive view of the sector in which the program operated within.

The design of the session will be a presentation format supported by a PowerPoint slide deck, comprising:
•    Introduction and purpose of session
•    Overview of the program we evaluated
•    Key challenges which required an evaluation 'pivot' - and how we worked with our client
•    Key changes made to the methodology
•    Key benefits from elevating from a programmatic to systems focus.

Authors: Matt Healey (First Person Consulting)

The Design and Evaluation Special Interest Group (DESIG) was established in 2017. Its primary aim has been to explore the intersection of evaluation and design, and that aim has been interpreted in different ways over time. In 2024, the DESIG identified an opportunity to take the SIG model in a slightly different direction, embarking on an innovative venture with the launch of the Evaluation Lab, an initiative aimed at talk into action, and taking evaluators through a design process to address evaluation challenges.
Drawing inspiration from the concept of 'living labs,' which serve as real-world testing grounds, the Evaluation Lab created a space where evaluation professionals could come together. Employing a design-thinking process, the Lab guided participants through a structured expedition of defining, ideating, and prototyping solutions to tackle nominated challenges. Participants also learned pitch skills to communicate their solutions.
This Big Room Session provides an opportunity for the DESIG to outline the Evaluation Lab model, capped off with participants presenting their solutions through rapid-fire pitches, either live or pre-recorded, akin to explorers sharing tales of new lands discovered. The session's innovative twist lies in the audience's role, acting as both audience and judges. The audience will vote on their favourite solution, and be involved in crowing the first AES Evaluation Lab winner.
By blending lecture-style content with dynamic team presentations and active audience engagement, the Big Room Session not only highlights the critical role of design in navigating evaluation challenges but also demonstrates the practical application of these methodologies in charting a course through real-world problems.