About the Tool Kit
Program Outlines
Steps & Tools
Ch 1. Analyzing Community Re-sources and Needs
Ch 2. Planning Your Project
Ch 3. Securing Resources
Ch 4. Carrying Out Your Project
Ch 5. Evaluating
Your Project
Ch 6. Disseminating Your Results and Ensuring Continuity
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5.1 About Evaluation

What is Evaluation?

Put simply, evaluation means making a judgement about the value of something - in our case, the value of a mental health promotion initiative. Evaluation is the process of assessing what has been achieved and how it has been achieved. It means looking critically at your mental health promotion project, working out what was good about it, what was bad about it, and how it could be improved.

When you evaluate your initiative, you are gathering information to help you draw conclusions about the efforts of your group. By using that information, you can decide what aspects of your plan are working, and which areas need improvement. You can then make any necessary changes to your action plans so that you will be more likely to reach your goals.

The evaluation information you gather can be used to improve your current initiative or the next community initiative you undertake, and can also be useful to help others who are trying to develop similar initiatives in other communities.

But there’s more to evaluation than simply finding out if you did your job. It’s also important to use your evaluation data to improve your initiative along the way. This is especially true of mental health promotion projects; it’s essential that the process, as well as the outcome of your project promotes the mental health of those who are participating.

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Why Should You Evaluate?

You need to be clear about why you are evaluating your work, because this will affect the way you do it and how much effort you put into it. It’s a good idea to evaluate your mental health promotion initiative:

to improve your work

Completing evaluations helps you to build on your successes and learn from your mistakes. Evaluation can document your success with facts, figures and examples, which in turn will lead to more support and encouragement from the community.

Evaluation can also help to point out where you have fallen short of your goals, so that you will learn from your mistakes. Negative evaluations should be seen as an opportunity to learn about what works, not as a failure.

to help other people improve their work

It’s important to think about and plan for disseminating your findings, or sharing the results of your initiative with others. Completing a thorough evaluation will help you to present your project in a way that will help other people learn from your experiences. It is important to publicize failures as well as successes, to prevent other people from repeating your mistakes.

to justify the use of resources

You will need to be accountable to those who provided your initiative with monetary or in-kind resources. Most funders require you to conduct a thorough evaluation as a part of your reporting procedure. A positive evaluation also provides evidence to support the case for doing mental health promotion work in the future.

to recognize the value of your work

Engaging in the process of evaluating your initiative gives you the satisfaction of knowing how useful or effective your work has been. Being able to see the success and value of your work will boost your spirits and motivate you to continue with your work.

to identify unexpected outcomes

Your mental health promotion initiative may produce some unplanned or unexpected outcomes. Whether those outcomes contribute or detract from the goals of your initiative, conducting a thorough evaluation will help you detect these outcomes and respond to them.

Who's Afraid of Evaluation?

Despite all of the benefits that evaluation can bring to your initiative, you may still meet with some

resistance in carrying out an evaluation of your project In order to gain the greatest benefits from evaluation, you might have to overcome some common misperceptions about it.

Evaluation can be threatening to many people. Generally, their fears fall into three broad categories - "I don’t know how", " I don’t have time", or "The results might be negative and hurt us". All of these are valid concerns, but they shouldn’t be so discouraging as to outweigh the benefits of doing an evaluation. Here are some responses to those concerns:

"I don’t know how to do on evaluation. It’s too complicated"

While it may be true that you don’t have an extensive background in evaluation, you can still do a good job evaluating your mental health promotion initiative. This chapter will provide you with some practical ideas and tools to help you become familiar and comfortable with evaluation.

"I barely have time to keep track of the different activities in the project I don’t have the time to do an evaluation on top of all the other things I have to do".

If you have gone through a careful and thorough planning process, you have already completed many of the tasks involved in conducting an evaluation. Once you begin to record the kinds of information you will need for your evaluation, it will become just a regular part of the everyday life of your mental health promotion initiative.

Although it can take some time to plan, an evaluation can end up saving you time by pointing out potential problems while they’re still small, instead of waiting until they become disasters.

"What if the evaluation ends up being negative?"

Although this is a possibility, it is fairly unlikely if you start to evaluate early on, and pay attention to what the evaluation is telling you. Remember that any negative results you may find should actually be helpful to you, at least in the long run. They will help you to improve the overall quality of your mental health promotion initiative.

How Does Participatory Evaluation Help?

By incorporating participatory approaches into your evaluation, you will be able to overcome many of these common fears. Participatory evaluation is the direct involvement of group members and other stakeholders in a way that enables them to learn from their experience.

In participatory, or empowerment evaluation, participants work together to identify and implement appropriate criteria and methods for assessing the process and impact of their efforts. This approach has many potential benefits for mental health promotion projects. Participatory evaluation:

  • legitimizes community members’ experiential knowledge:
  • recognizes the role that values play in carrying out evaluation research;
  • empowers community members;
  • demystifies the concepts and process of evaluation;
  • enhances the relevance of evaluation data for communities.

Given the emphasis on participation in mental health promotion projects overall, the evaluation also needs to involve community participation. You will want to engage your members, community partners and stakeholders in designing and carrying out your evaluation and in disseminating your evaluation findings.

How Will the Results Of Your Evaluation Be Used?

Who will be using your evaluation data, and what will they do with it? The answer to this will no doubt affect the kinds of questions you ask, how much depth and detail you go into, and how you present the information you gather.

If you are conducting the evaluation solely for use by your own group, in order to find out how to

improve a session or workshop for the next time, you could probably rely on observation and informal feedback as a means to assess how well it went. In most mental health promotion projects, however, the evaluation results will be shared with a wide range of community partners and networks, so a more formal component might also be necessary.

If you are writing a report for your funder, or a community agency that has supported your work, you will need to think through what questions those people will expect to be answered, and how much detail they will require.

The following tips might help you deal with questions about how to tailor your evaluation to so that it’s useful for everyone who is interested in your results.

consider your stakeholders

Now is a good time to think back to what we talked about in the section on planning your evaluation: Who are your stakeholders? What kind of information do they want to get out of the evaluation? Being clear on the answers to these questions is essential to devising an effective evaluation.

change the emphasis

When you communicate the results of your evaluation, you can stress different aspects, depending on the needs and interests of your stakeholders. Whereas community members may be most interested in whether the participants felt the project was beneficial, your funding source might want to see if you reached all your objectives.

share your results broadly

You should be prepared to share the results of the evaluation with all of your stakeholders, and potentially, anyone else who is interested in your project. We will talk more about sharing your evaluation and other aspects of your project in the next chapter, Disseminating your Results and Ensuring Continuity.

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What Are The Different Types Of Evaluation, And How Are They Used?

Although there are many different types of evaluation, we will highlight only two of them, process and outcome evaluation, because they are particularly relevant to community mental health promotion initiatives.

Process evaluation looks at the activities that take place during your mental health promotion initiative, to help you determine how well things are going. Documenting the implementation of your project by conducting process evaluation not only helps the operation of your program, but it can also help to make sense of the outcome evaluation.

Outcome evaluation is very important for mental health promotion initiatives, because it highlights the changes that happen in your community as a result of the work done by your mental health promotion initiative. These changes, which are tracked using outcome measures, can take several forms, including impacts on individual participants, and impacts on the broader community.

In this section we’ll discuss why it’s important to keep track of both process and outcomes in your evaluation.

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A. Process Evaluation

The task of promoting mental health in your community is a complex one, and the immediate results of your efforts may not always be clear. It is often a challenge to frame mental health promotion projects in terms of outcomes, because many of the results of such projects are things like increased empowerment and self-determination - results that are very hard to measure in concrete terms.

Evaluating the process of your initiative, therefore, has special significance for mental health promotion, for it provides an alternative way of tracking your progress toward your objectives.

From the beginning of your initiative, you need to collect information that shows how you are doing in terms of fulfilling your objectives and reaching your goals - basically, whether you’re on the right track. Collecting this information is part of process evaluation.

The information gathered through process evaluation serves a number of key purposes:

provides positive reinforcement

Process evaluation provides the reinforcement that you’ll need to keep your project going; there is nothing like positive feedback to boost your morale and that of your group members.

highlights errors

It will reveal the errors and miscalculations that are bound to arise. Although it may seem threatening to have your mistakes highlighted in this way, the negative feedback that comes up through the course of the process evaluation can actually provide you with great insights, and help to ensure the quality of your project.

promotes self-analysis

Process evaluation sets up a healthy climate of self-analysis and reflection that is essential in any community-based mental health promotion initiative. Sometimes it’s helpful to set up regular review sessions, where you can monitor your progress on reaching the goals and objectives of your project.

provides a historical record

If your project achieves good outcomes, those wishing to replicate it would need a clear description of exactly what was done, and how it was done. If your project does not achieve its objectives, keeping track of the implementation will help you to pinpoint why - whether your objectives were unrealistic, or whether the implementation did not go as planned.

keeps you on track

Without conducting frequent internal checks, it’s easy for community-based mental health promotion initiatives to lose their momentum and drift off target. Regular, informal evaluations at the end of meetings (How are we doing? Is everyone feeling well/being heard!) or even more formal (brief evaluation forms for participants) will help to keep your project on track.

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B. Outcome Evaluation

Outcome evaluation focuses on the impact your work is having on the participants and the community. It helps you to know if your work is effective, and if your have achieved the objectives you set out to at the beginning of your initiative. An outcome evaluation is most meaningful when contrasted with baseline measures, so that you have a point of comparison that allows you to gauge the impact your mental health promotion initiative has had on participants and on the broader community.

The information gathered through outcome evaluation serves a number of key purposes:

justifies use of resources

Conducting an outcome evaluation helps you to justify the effort and resources that went into your project, and to demonstrate to the community, to the others who worked on it, and to the funding source, that it was worthwhile and effective.

demonstrates accountability

Evaluating the outcomes of your project demonstrates that you are accountable to those who supported your initiative - the community (and perhaps funding agencies) contributed a lot into your project. Outcome evaluation provides you with a way of showing that they are getting something of value out of it.

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5.2 How to Evaluate >