aes24 International Evaluation Conference

Authors: Awuor PONGE (African Policy Centre (APC) )

Indigenous Knowledge Systems (IKS) in Africa have long been marginalized and undervalued, despite their potential to offer sustainable solutions to pressing challenges faced by communities across the continent. This presentation explores the perspectives, challenges, and opportunities for incorporating IKS into evaluation practices that create value for both people and the planet.

From a people-centric perspective, IKS offer a holistic and culturally relevant approach to understanding local contexts, priorities, and value systems. By embracing these knowledge systems, evaluations can better capture the multidimensional nature of well-being, including spiritual, social, and environmental aspects that are often overlooked in conventional evaluation frameworks. However, challenges arise in reconciling IKS with dominant Western paradigms and navigating power dynamics that have historically suppressed indigenous voices.

From a planetary perspective, IKS offer invaluable insights into sustainable resource management, biodiversity conservation, and climate change adaptation strategies that have been honed over generations of lived experiences. Integrating these knowledge systems into evaluation can shed light on the intricate relationships between human activities and ecosystem health, enabling more informed decision-making for environmental sustainability. Nonetheless, challenges exist in bridging the divide between traditional and scientific knowledge systems, as well as addressing concerns around intellectual property rights and benefit-sharing.

This presentation will explore innovative approaches to overcoming these challenges, such as participatory and community-based evaluation methodologies, capacity-building initiatives, and cross-cultural dialogue platforms. By fostering a deeper appreciation and understanding of IKS, evaluation practices can become more inclusive, relevant, and effective in creating value for both people and the planet in the African context.

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: Eugenia Marembo

Representatives of First Nations communities have been advocating for changes in the way initiatives are planned, prioritised, and assessed. This includes greater visibility on where funding is going, more partnerships on designing initiatives and more evaluation on the outcomes being achieved, to inform government decision making.

This paper presents key insights on what constitutes good practice when designing and appraising initiatives that affect First Nations people and communities. The National Agreement on Closing the Gap is built around four new Priority Reforms that will change the way governments work with Aboriginal and Torres Strait Islander people and communities. Priority Reform Three is about transforming government institutions and organisations. As part of this Priority Reform, parties commit to systemic and structural transformation of mainstream government organisations to improve accountability, and to respond to the needs of First Nations people.

The findings presented in this paper draw on insights from consultations with various First Nations community representatives and government stakeholders in New South Wales, and the subsequent process of developing a government department's First Nations investment framework which seeks to strengthen the evidence on what works to improve outcome for First Nations people. Additionally, the frameworks to improve practice across government processes and better inform how initiatives are designed, prioritised and funded.

Authors: Mark Power (Murawin ),Carol Vale (Murawin, AU)

This presentation explores the paramount importance of culturally sensitive engagement methodologies in ensuring meaningful contributions from Aboriginal and Torres Strait Islander communities to mission programs. Murawin, an Aboriginal-led consultancy, has developed a robust Indigenous Engagement Strategy Framework grounded in the principles of reciprocity, free, informed and prior consent, mutual understanding, accountability, power sharing, and respect for Indigenous knowledge systems. Our session aims to share insights into the necessity of prioritising Aboriginal and Torres Strait Islander voices in engagement, co-design, and research, highlighting the significance of cultural competence in fostering mutual respect and understanding.
We will discuss three key messages: the imperative of deep knowledge and understanding of Aboriginal and Torres Strait Islander cultures in engagement practices; the success of co-design processes in facilitating genuine and respectful engagement; and the strategic partnership with CSIRO to enhance cultural competence and inclusivity in addressing Indigenous aspirations and challenges. These points underscore the critical role of acknowledging cultural interactions and ensuring cultural sensitivity in building strong, respectful productive relationships with Indigenous communities.
To achieve our session's objectives, we have designed an interactive format that blends informative presentations with the analysis of case studies, complemented by engaging intercultural discussions. This approach is intended to equip participants with actionable insights drawn from real-world examples of our collaborative ventures and co-designed projects. Through this comprehensive exploration, we aim to enrich participants' understanding of successful strategies for engaging Aboriginal and Torres Strait Islander communities, ultimately contributing to the achievement of more inclusive and impactful outcomes in mission programs and beyond.

Authors: Laura Faulker (NSW Treasury)

This paper presents the key findings from research and engagement on how cost-benefit analysis (CBA) has been applied to First Nations initiatives to date. CBA is an important tool used by governments to help prioritise budget funding decisions. It assesses the potential impacts of an initiative - economic, social, environmental, and cultural - to determine whether it will deliver value for money.

The paper explores the methods in which the value of First Nations cultures has been incorporated into CBAs, along with the associated challenges and opportunities to improve current practice. The findings have informed the development of an investment framework for the design and evaluation of initiatives that affect First Nations people and communities. The framework focuses on the key principles for embedding First Nations perspectives and ensuring culturally informed evaluative thinking.

Authors: Kate Nichols (Department of Jobs, Skills, Industry and Regions - Victoria), Milbert Gawaya (Department of Jobs, Skills, Industry and Regions, AU)

First Peoples/settler state treaties have been likened to marriage - an evolving and changeable (political) relationship, not an endpoint or divorce (Blackburn, 2007). But what does this look like in practice given marriage's checkered connection with power imbalance and violence through to romance and deep, trusting companionship?

Contemporary colonial 'settlerism' (after Aunty/Dr Lilla Watson, in Watego, 2021) is undergoing structural change in Victoria, with Victoria's First Peoples sitting down with the Victorian State Government in 2024 to commence statewide treaty negotiations. Treaty is an acknowledgement that British sovereignty did not extinguish Aboriginal sovereignty, opening-up a "third space of sovereignty" (after Bruyneel, 2007) where co-existing sovereigns can further contest the "sovereignty impasse" (ibid., 2007), while Indigenous people control their own affairs.

Treaty is expected to reshape how the Victorian state government operates, challenging state laws, institutions, policies, programs and processes, which together, have contributed to First Nations disadvantage and suffering. Government evaluation practices will need their own shake-up.

How can public sector evaluators help establish an equal, strong and nourishing treaty marriage? This short paper shares emerging ally insights into how local practices are evolving to support Victoria's Treaty and self-determination. It shares reflections from a recent evaluation of Traditional Owner grant programs, conducted in partnership between key Aboriginal and non-Aboriginal public sector staff. It is a story of both-ways practice and the time, trust and bravery required to achieve deep change. It also highlights the role of lifelong cultural learning and behaviour change for ally evaluators. Culturally responsive evaluation, Indigenous research practices, restorative justice and the AES First Nations Cultural Safety Framework provide useful framing. Although focused on the Victorian treaty context, the paper may be transferable to other jurisdictions and evaluations involving or impacting Aboriginal and Torres Strait Islander peoples in support of their sovereignty and self-determination.
ion trainers and facilitators.

Authors: Jake Clark (Questacon - The National Science and Technology Centre), Jenny Booth (Questacon - The National Science and Technology Centre, AU), Sharon Smith (Questacon - The National Science and Technology Centre, AU), Nick Phillis (Questacon - The National Science and Technology Centre, AU)

Join our Monitoring and Evaluation team on an exciting journey as we delve into the untapped potential of output data in evaluation and how to reach beyond the 'low-hanging fruit'.

Notwithstanding to the importance of evaluating outcomes to measure program success, monitoring implementation and reach of initiatives is fundamental to good program management and evaluation. Output data on activity reach, target groups and participants often hold hidden gems of potential that are frequently overlooked. In this presentation we shine a spotlight on its significance and actionable tips to elevate monitoring data.

Our objective is to make this exploration enjoyable and enlightening, especially for foundational to intermediate level evaluators. We offer practical and universally applicable strategies for making the most of output data on to enhance program insights.

KEY MESSAGES

Using existing tools and tapping into open-source data sets you can create powerful visualisations and draw deeper inferences about your program reach and participants.

I. Understanding equity and inclusion
• A better understanding of who is and isn't involved in your initiative.
• Looking for patterns using socio-demographic variables.
• Benchmarking your initiative against relevant population data.

II. Connecting outputs to outcomes
• Analysing participant characteristics and program journey to illuminate differences in outcomes.
• Uncover program and policy questions that need further exploration.

Design of the Session: Drawing tangible examples from the education and informal learning STEM sector, we bridge the gap between theory and practice. Real-world strategies are shared to encourage active participation along with useful resource links.

Authors: Allan Mua Illingworth (Mua'akia Consulting and Insight Pasifika) Fiona Fandim (Pacific Community (SPC), FJ), Eroni Wavu (MEL Officer for Pacific Women Lead at Pacific Community (SPC) and cofounder of the Fiji Monitoring, Evaluation & Learning Community), Mereani Rokotuibau (Balance of Power Program, FJ) and Chris Roche (La Trobe University),

In recent years there have been a number of Pacific driven initiatives designed to promote monitoring and evaluation practice which is culturally and contextually appropriate. These have occurred with projects and programs as well as at national and regional levels. At the same time geo-political interest in the Pacific region has resulted in an increased number of bi and multilateral donor agencies becoming present in the region and/or funding development programs, local organisations, national governments and regional bodies. This has in turn led to an evaluation landscape where notions of 'international best practice' as well as donor policies and practices and associated international researcher and consulting companies, risk crowding out emergent Pacific led evaluation initiatives.

This panel will bring together key participants who are leading four examples of these Pacific experiences: the Rebbilib process initiated by the Pacific Community (SPC ), Insight Pasifika (an emerging Pacific led and owned collective focused on evaluation in the first instance): the Fiji Monitoring, Evaluation & Learning Community and the Balance of Power program (a Pacific-led initiative, supported by the Australian Government, focused improving the political, social and economic opportunities for women and girls) each of whom are seeking to create space for processes of monitoring, evaluation and learning which are consistent with Pacific ways of knowing and being. They will share their experience, the challenges they face and ideas about what forms of support might be provided by international donors, consultants and advisors which are enabling rather than undermining.

Moderated by Prof. Chris Roche the panel and audience will also draw out the lessons from these four cases about what might contribute to more systemic change in the evaluation landscape more generally.

Title: Evaluating sustainability science capacity building: Pathways for early career researchers

Author/s: Lisa Walker (CSIRO)

In the quest for sustainable solutions to pressing global challenges, transdisciplinary approaches, that integrate insights and methods from various fields, are increasingly being recognised as key to driving change. This presentation will share insights from an evaluation of a five-year, $18 million sustainability science research program seeking to not only drive innovation but to also empower the next cohort of early career researchers (ECRs) to coordinate action across research, policy and practice to address complex sustainability problems.
Our formative, mixed-methods evaluation highlighted on-the-job learning, face-to-face engagement and networking as pivotal in building sustainability science capacity. We also found targeted recruitment, research team engagement and the provision of support and resources to supervisors as essential, and sometimes overlooked, components. This work contributes to the broader discussion on how evaluation can enhance the development of sustainability science, proposing a framework that emphasises the individual, team and institutional support mechanisms necessary for effective ECR capacity building.
Novelty in our approach lies in the integration of evaluative practices within the capacity-building process, offering a reflective lens on how transdisciplinary endeavours can be optimised to address sustainability challenges. This is particularly relevant for evaluators wanting to build their own skills, or those of others, to engage on complex sustainability issues. The study also underscores the significance of adaptive learning and evaluation in navigating the complexities of sustainability science, inviting a broader conversation on how evaluation can be leveraged to facilitate meaningful contributions to societal and planetary well-being.

Author Lena Etuk (CIRCA Research, AU)

In this presentation we will outline an approach to culturally inclusive evaluation with people from culturally and linguistically diverse backgrounds in Australia, its strengths, and its growth opportunities. This approach fills a critical gap in the way evaluation and research with culturally and linguistically diverse communities is traditionally conducted in Australia.

In this presentation we will explain how the Cultural & Indigenous Research Centre Australia (CIRCA) conducts in-culture and in-language evaluation with diverse cohorts of Australians, and how this practice fits within the broader methodological discourse in evaluation and social science more broadly. We will illustrate how our culturally inclusive methodology is put into practice with findings from CIRCA's own internal research into the way cultural considerations shape our data collection process. We will conclude with reflections on how CIRCA might further draw on and leverage standpoint theory and culturally responsive evaluation as this practice is further refined.

Our key argument is that doing culturally inclusive evaluation is a process that requires reflexivity and learning, alongside strong and transparent institutional processes. Combining these approaches creates systemic ways of acknowledging and working within stratified and unequal social systems, inherent to any research. Our findings will advance knowledge within the field of evaluation about how to engage and represent culturally and linguistically diverse community members across Australia.

Authors: Kristy Hornby (Grosvenor), Tenille Moselen (First Person Consulting)

Systems evaluation - many might have heard the term, but few have done one. This session shares two case studies of different systems evaluations and the learnings from these to benefit other evaluators who are conducting or about to begin a systems evaluation.

The session will open with an overview and explanation of what systems evaluation is, in terms of its key features and how it is distinguished from other forms of evaluation. The presenters will then talk through their case studies, one of which centres on the disability justice system in the ACT, while the other takes a sector-wide focus across the whole of Victoria. The co-presenters will share openly and honestly their initial plans for commencing the systems evaluations, how they had to amend those plans in response to real-world conditions, and the tips and tricks and innovations they picked up along the way.

Authors: Donna Loveridge (Independent Consultant), Ed Hedley (Itad Ltd UK, GB)

The nature and magnitude of global challenges, such as climate change, poverty and inequality, biodiversity loss, food insecurity and so on, means that $4 trillion is needed annually to achieve the Sustainable Development Goals by 2030. Government and philanthropic funding is not enough but additional tools include businesses and sustainable finance. Evaluators may relate to many objectives that business and sustainable finance seek to contribute to but discomfort can arise in the mixing of profit, financial returns, impact and purpose.

Sustainable finance, impact investing, and business for good are growing globally and provides opportunities and challenges for evaluators, evaluation practice and the profession.
This session explores this new landscape and examines:

• What makes us uncomfortable about dual objectives of purpose and profit, notions of finance and public good, and unfamiliar stakeholders and languages, and what evaluators can do in response.
• The opportunities for evaluators to contribute to solving interesting and complex problems with current tools and skills and where is the space for developing evaluation theory and practice.
• How evaluation practice and evaluators' competencies might expand and deepen, and not get left behind in these new fields, and also sustaining evaluations relevance to addressing complex challenges.

The session draws on experience in Australia and internationally to share some practical navigation maps, tools and tips to help evaluators traverse issues of values and value, working with investors and businesses, and identify opportunities to add value.

Authors: John Gargani (Gargani + Co)

The world has never faced larger problems—climate change, refugee crises, and Covid19, to name just three. And organizations have responded by scaling solutions to unprecedented size—sustainable development goals, global refugee policies, and universal vaccination programs. But scaling is a journey to a destination imperfectly imagined at the onset and difficult to recognize upon arrival. At what point is scaling a program, policy, or product successful? Under what conditions should scaling stop? Or "descaling" begin? Robert McLean and I posed these and other questions to innovators in the Global South and shared what we learned in our recent book *Scaling Impact: Innovation for the Public Good*. In this session, we outline the book's four research-based scaling principles—justification, optimal scale, coordination, and dynamic evaluation. Then we discuss how to (1) define success as achieving impact at optimal scale, (2) choose a scaling strategy best suited to achieve success, and (3) judge success with dynamic evaluation. My presentation goes beyond the book, reflecting our most current thinking and research, and I provide participants with access to free resources, including electronic copies of the book.

Authors: Donna-Maree Stephens (Community First Development ),Sharon Babyack (Community First Development, AU)

As First Nations' economies grow and develop, wayfinding of monitoring and evaluation frameworks that meaningfully address the holistic outcomes of First Nations' economic independence are a necessity. Culturally responsive monitoring and evaluation frameworks provide footprints for distinct ways of thinking about the holistic and significant contribution that First Nations' economies make to their communities and the broad Australian economic landscape.
Presenting findings from an organisation with more than 20 years of experience working alongside First Nations' communities and businesses grounded in collective and community focused outcomes, this presentation will highlight key learnings of monitoring and evaluation from First Nations' enterprises. It is an invitation to explore and rethink notions of success by drawing on experiences and Dreams (long-term goals) for community organisations, businesses and journeys towards positive outcomes alongside the role of one culturally responsive monitoring and evaluation approach. Our presentation will provide an overview of our work in the community economic development space and key learnings developed through our monitoring and evaluation yarns with First Nations' enterprises across a national First Nations' economic landscape that includes urban, regional and remote illustrations.

Authors: Mallory Notting (First Person Consulting)

The ACT Government implemented a suite of programs over the ten year period between 2012 and 2022 aiming to increase the rates of students actively travelling to and from school. 102 schools in the ACT participated in at least one of the three programs during this time which targeted well-known barriers to active travel, including parental perceptions of safety and infrastructure around school. The programs were intended to contribute towards a range of broader priorities, including health, safety, and environmental outcomes.

This short-paper session will share learnings from evaluating long-term behaviour change at a population level, based on the school active travel evaluation. The evaluation represents a unique case study, as the evaluators needed to look retrospectively over ten years of program delivery and assess whether the combination of programs had created changes within the system and had resulted in the achievement of wider goals.

The presenter will illustrate that the line between short-term and long-term outcomes is rarely linear or clear, as is the relationship between individual interventions and whole of system change. This will be done by summarising the approach taken for the evaluation and sharing the diversity of information collated for analysis, which included individual program data and attitudinal and infrastructure-level data spanning the whole school environment.

Evaluators are often only able to examine the shorter term outcomes of an intervention, even in complex policy areas, and then rely on a theory of change to illustrate the assumed intended wider impacts. The presenter was able to scrutinise these wider impacts during the active travel evaluation, an opportunity not regularly afforded to evaluators. The lessons from the active travel evaluation are therefore pertinent for other evaluations in complex policy areas and may carry implications for program design as the focus shifts increasingly towards population-level, systems change.

Authors: Marnie Carter (Allen + Clarke Consulting)

Increasingly, evaluators are called upon to quickly equip decision makers with evidence from which to take action. A program may be imminently approaching the end of a funding cycle; a critical event may have taken place and leadership needs to understand the causes and learnings; or a new program of work is being designed for which it is important to ensure that finite resources are being directed to the most effective interventions. For such circumstances, Rapid Evaluation can be a useful tool.

Rapid Evaluation is not simply doing an evaluation quickly. It requires a deliberate, interlinked and iterative approach to gathering evidence to generate fast insights. What makes Rapid Evaluation different is that the evaluation design needs to be especially flexible, constantly adapting to the context. Data collection and analysis don't tend to follow a linear manner, but rather iterate back and forth during the evaluation. Rapid Evaluation is often conducted in response to specific circumstances that have arisen, and evaluators therefore need to manage a high level of scrutiny.

This presentation will provide an overview of how to conduct a rapid evaluation, illustrated by practical examples including rapid evaluations of a fund to support children who have been exposed to family violence, and a quickly-established employment program delivered during the COVID-19 pandemic. It will discuss the methodological approach to conducting a Rapid Evaluation, share lessons on how to manage the evolving nature of data collection as the evaluation progresses, and discuss how to maintain robustness while evaluating at pace.

Authors: Anabelle (Pin-Ju) Chen (NSW Department of Planning, Housing and Infrastructure)

Introducing Program Evaluation Fundamentals (PEF) in the NSW Department of Planning, Housing and Infrastructure, an eLearning course designed to facilitate a coherent journey of learning within the department. With learning and adapting together in mind, the design of PEF empowers individuals at all levels to navigate the fundamentals of evaluation. Through interactive modules, learners will understand key evaluation concepts and cultivate best practices. PEF promotes transformative growth by emphasising foundational evaluation knowledge. By leveraging PEF, we can shift our approach, embrace innovation, and advance the field of evaluation across the public sector, fostering a supportive community of forward-thinking evaluators.

Authors: Lyndal Sleep (Central Queensland University)

AI and other forms of digital technologies are being increasingly used in programs and services delivery. They promise increased efficiency, accuracy and objectivity, however these technologies can also cause significant harm and trauma, as seen in Robodebt. It is vital for evaluators to be aware of key questions to ask to prevent AI having unintended impact on program processes, outputs and outcomes, or cause harm to service users.

Objective
This session aims to support evaluation of AI assisted programs and services by introducing evaluators to a new and innovative trauma informed AI assessment tool.

Core argument
(1) AI is increasingly being used in programs and services, and understanding the resulting risks is essential for evaluators to assess whether services are meeting intended outcomes.
(2) many evaluators are unaware of what types of risks to look for when assessing AI assisted services, or what questions to ask - especially when conducting trauma informed evaluations.
(3) a practical trauma informed AI assessment tool has been developed by researchers from [Universities omitted], with funding from [omitted] to address this need, and will be briefly introduced.

A short paper session will:
(1) Highlight the problem that AI is increasingly being used to assist program and services delivery, but many evaluators are unaware of the main risks to consider when evaluating these services.
(2) Suggest the solution of a practical tool which considers these risks, with technological knowledge and within a trauma informed framework, that can be employed by evaluators.
(3) Introduce a trauma informed AI assessment tool, the method used to develop it, as well as its intended practical use by evaluators (both internal and external to organisations).

There will be 10 minutes for questions and discussion at the end of the presentation.