Process EvaluationProcess Evaluationand and

Your HSIP Your HSIP

Facilitated by Facilitated by Dave Lohrmann and Jim O’Neil (aka Data Man)Dave Lohrmann and Jim O’Neil (aka Data Man)

EvaluatingEvaluatingCSHP CSHP

ImplementatiImplementation on

from Start to from Start to Finish (Part Finish (Part

2)2)

By the end of this By the end of this session, learners will be session, learners will be able to:able to:

Define process evaluation;Define process evaluation;

Explain the relationship between Explain the relationship between process evaluation and a HSIP; process evaluation and a HSIP;

List the steps for periodically List the steps for periodically completing a process index; completing a process index;

Demonstrate the ability to apply Demonstrate the ability to apply process evaluation when process evaluation when implementing a HSIP.implementing a HSIP.

ThinkingThinking for for aa ChangeChange

byby

John C. MaxwellJohn C. Maxwell

Possibility Possibility ThinkingThinking

““Unleash your enthusiasm and Unleash your enthusiasm and hope to find solutions even for hope to find solutions even for

situations that seem situations that seem impossible”impossible”

Possibility ThinkingPossibility Thinking

Increases your possibilitiesIncreases your possibilities

Draws opportunities and people to youDraws opportunities and people to you

Increases others’ possibilitiesIncreases others’ possibilities

Allows you to dream big dreamsAllows you to dream big dreams

Makes it possible to rise above averageMakes it possible to rise above average

Gives you energyGives you energy

Keeps you from giving upKeeps you from giving up

Strategic Strategic ThinkingThinkingImplement plans that give you Implement plans that give you

direction for today and increase direction for today and increase your potential for tomorrowyour potential for tomorrow

Strategic ThinkingStrategic Thinking

Simplifies the difficultSimplifies the difficult

Prompts you to ask the right questionsPrompts you to ask the right questions

Prompts customizationPrompts customization

Prepares you for an uncertain tomorrowPrepares you for an uncertain tomorrow

Reduces margin of errorReduces margin of error

Gives you influence with othersGives you influence with others

Reflective Reflective ThinkingThinking

Revisit the past in order to gain a Revisit the past in order to gain a true perspective and think true perspective and think

with understandingwith understanding

Reflective ThinkingReflective Thinking

Gives you true perspectiveGives you true perspective

Increases your confidence in decision Increases your confidence in decision makingmaking

Clarifies the big pictureClarifies the big picture

Takes a good experience and makes it a Takes a good experience and makes it a valuable experiencevaluable experience

Reflective Thinking: Reflective Thinking: How?How?

Set aside time for reflection Set aside time for reflection

Remove yourself from distractionsRemove yourself from distractions

Review your calendar or journalReview your calendar or journal

Ask the right questionsAsk the right questions

Cement your learning through Cement your learning through ACTIONACTION

Process Evaluation =Process Evaluation =

Structured, teamStructured, teamreflective thinkingreflective thinking

Process Process EvaluationEvaluation

Tracking Tracking

your progress toward your progress toward

fully implementing fully implementing

your planyour plan

HSIPGoals andObjectives

PeriodicallyAssess

Progress

Focus onPlannedActivities

Adjust as needed

Act

Achieve

Change GameChange Game

Diffusion of Innovation Diffusion of Innovation TheoryTheory

Edward Demming--TQMEdward Demming--TQM

HSIPGoals andObjectives

PeriodicallyAssess

Progress

Focus onPlannedActivities

Adjust as needed

Act

Achieve

Tool =Tool =

Process IndexProcess Index

(customized to your HSIP)(customized to your HSIP)

Process IndexProcess Index

Step 1—Periodically Step 1—Periodically assessassess progress progress

Step 2—Step 2—FocusFocus--identify supports and --identify supports and barriers barriers

Step 3—Step 3—AdjustAdjust and determine what to do and determine what to do

Step 4—Step 4—Act Act on planon plan

Process Index—Process Index—Step 1Step 1

Periodically assess progress Periodically assess progress toward completing activities under toward completing activities under each objectiveeach objective– Not StartedNot Started– In PlanningIn Planning– In progressIn progress– In PlaceIn Place

How often? How often? Every six monthsEvery six months

PROCESS INDEX—Name of District/Corporation

CHARACTERIST5IC #OBJECTIVE #:

ASSESSMENT PERIOD NO. 1FROM ________TO, 19________

NotStarted

InPlanning

InProgress

InPlace

Activity

Activity

Activity

Activity

Activity

Activity

TOTAL SCORE

*The ENTIRE process index, Steps 1-4, is completed at the end of each six-month assessment period.

Example Example Personal Project Objective and Personal Project Objective and

ActivitiesActivitiesGoal: Park both cars in the garage year round.Goal: Park both cars in the garage year round.

Objective: By August 15, construct an a sturdy utility Objective: By August 15, construct an a sturdy utility building large enough to hold lawn care equipment, building large enough to hold lawn care equipment, top top carrier, and winter snow toys on the northeast carrier, and winter snow toys on the northeast quadrant of the backyard.quadrant of the backyard.

ExampleExample Personal Project Objective and ActivitiesPersonal Project Objective and Activities

Activities:Activities:– 1. Review neighborhood covenants to determine if1. Review neighborhood covenants to determine if allowedallowed– 2. Gather information about building size, material, 2. Gather information about building size, material, cost, and quality and effort needed to “do-it-yourself”cost, and quality and effort needed to “do-it-yourself”– 3. Determine “adequate” size3. Determine “adequate” size– 4. Determine material options, cost range, and features 4. Determine material options, cost range, and features – 5. Decide whether to build it or have it built5. Decide whether to build it or have it built– 6. Complete comparison shopping using Sunday newspapers6. Complete comparison shopping using Sunday newspapers– 7. Purchase high quality utility building kit at lowest price7. Purchase high quality utility building kit at lowest price– 8. Identify contractors who can construct building and secure 8. Identify contractors who can construct building and secure

bidsbids– 9. Hire well qualified, competitively priced contractor9. Hire well qualified, competitively priced contractor– 10. Set construction date10. Set construction date– 11. Arrange delivery of building kit11. Arrange delivery of building kit– 12. Monitor building construction to determine correct placement 12. Monitor building construction to determine correct placement

and if leveland if level– 13. Inspect building to make sure constructed properly13. Inspect building to make sure constructed properly– 14. Pay contractor14. Pay contractor– 15. Move equipment into new building15. Move equipment into new building

Objective: Build sturdy utility building large enough to hold lawn care equipment, top carrier, and show toys constructed on northeast quadrant of back yard by August 15.

No Action

In Planning

In Progress

In Place

1. Neighborhood covenants reviewed and determination made2. Information about size, materials and cost gathered3. “Adequate” size determined4. Material options, cost range, and features determined5. Whether to build or have built decided6. Comparison shopping using Sunday newspaper ads completed7. High quality utility building kit purchased at lowest price8. Contractors who can construct building identified and bids received9. Well qualified and competitively priced contractor hired10. Construction date prior to August 15 set11. Building kit delivered; all parts there12. Building construction monitored; placement correct and level13. Building inspected and found to be constructed properly14. Contractor paid15. Equipment moved into building16. Lessons learned

Example June to AugustProcess Index for Personal

Project

Objective: Build sturdy utility building large enough to hold lawn care equipment, top carrier, and show toys constructed on northeast quadrant of back yard by August 15.

No Action

In Planning

In Progress

In Place

1. Neighborhood covenants reviewed and determination made2. Information about size, materials and cost gathered3. “Adequate” size determined4. Material options, cost range, and features determined5. Whether to build or have built decided6. Comparison shopping using Sunday newspaper ads completed7. High quality utility building kit purchased at lowest price8. Contractors who can construct building identified and bids received9. Well qualified and competitively priced contractor hired10. Construction date prior to August 15 set11. Building kit delivered; all parts there12. Building construction monitored; placement correct and building level13. Building inspected and found to be constructed properly14. Contractor paid15. Equipment moved into building16. Lessons learned

XXXXXXX

X

XX

XXXXXXXX

Example June 1 – July 15Process Index for Personal Project

Process Index—Process Index—Step 2Step 2

AnalysisAnalysis– Identify factors that supports completion Identify factors that supports completion

of indicators/activities achievedof indicators/activities achieved– Identify factors that impede completion Identify factors that impede completion

of indicators/activities achievedof indicators/activities achieved

Reflect Reflect – When we succeed what factors help?When we succeed what factors help?– When we fail, what factors impede?When we fail, what factors impede?– What do we need to do to succeed?What do we need to do to succeed?

Factors that Can Support or Impede Factors that Can Support or Impede Completion ofCompletion of

CSHP Objectives and ActivitiesCSHP Objectives and Activities(see appendix for complete listing)(see appendix for complete listing)

GenericGeneric

Process evaluationProcess evaluation

Agency commitmentAgency commitment

Interagency Interagency agreementagreement

Needs assessmentNeeds assessment

Coalition buildingCoalition building

Marketing and Marketing and

communicationcommunication

Policy/regulationsPolicy/regulations

Staff developmentStaff development

Long-range planningLong-range planning

Summative evaluationSummative evaluation

Objective: Build sturdy utility building large enough to hold lawn care equipment, top carrier, and show toys constructed on northeast quadrant of back yard against fence by August 15.

No Action

In Planning

In Progress

In Place

1. Neighborhood covenants reviewed and determination made2. Information about size, materials and cost gathered3. “Adequate” size determined4. Material options, cost range, and features determined5. Whether to build or have built decided6. Comparison shopping using Sunday newspaper ads completed7. High quality utility building kit purchased at lowest price8. Contractors who can construct building identified and bids received9. Well qualified and competitively priced contractor hired10. Construction date prior to August 15 set11. Building kit delivered; all parts there12. Building construction monitored; placement correct and building level13. Building inspected and found to be constructed properly14. Contractor paid15. Equipment moved into building16. Lessons learned

XX

X

XX

XXXXXXXX

XXXX

Example July 16-August 30Process Index for Personal Project

Process Index—Process Index—Step 3Step 3

Recommend ActionRecommend Action

For each indicator, what do we For each indicator, what do we need to do over the next six months need to do over the next six months to make progress?to make progress?– ActionsActions– Responsible person/groupResponsible person/group– Completion dateCompletion date– (Evidence)(Evidence)

Objective: Utility building large enough to hold lawn care equipment, top carrier, and show toys constructed on northeast quadrant of back yard against fence by August 15, 2003.

No Action

In Planning

In Progress

In Place

1. Neighborhood covenants reviewed and determination made2. Information about size, materials and cost gathered3. “Adequate” size determined4. Material options, cost range, and features determined5. Whether to build or have built decided6. Comparison shopping using Sunday newspaper ads completed7. High quality utility building kit purchased at lowest price8. Contractors who can construct building identified and bids received9. Well qualified and competitively priced contractor hired10. Construction date prior to August 15 set11. Building kit delivered; all parts there12. Building construction monitored; placement correct and building level13. Building inspected and found to be constructed properly14. Contractor paid15. Equipment moved into building16. Lessons learned

XX

X

XX

XXXXXXXX

XXXX

Example July 16-August 30Process Index for Personal Project

Step 4--Step 4--

TTaakkiinngg A Accttiioonn

HSIPGoals andObjectives

PeriodicallyAssess

Progress

Focus onPlannedActivities

Adjust as needed

Act

Achieve

Reflective Thinking—How?Reflective Thinking—How?

Set aside time for reflection Set aside time for reflection Remove yourself from distractionsRemove yourself from distractionsReview your calendar or journal (process index)Review your calendar or journal (process index)Ask the right questionsAsk the right questions– What facilitated our success?What facilitated our success?– What impeded our success?What impeded our success?– What do we need to do in the next six months to What do we need to do in the next six months to

move forward?move forward?

Cement your learning through Cement your learning through ACTIONACTION

Within your teamWithin your teamReview the process indexReview the process index

Identify questions/concerns and discuss with your Identify questions/concerns and discuss with your coach---call over Dave or Jimcoach---call over Dave or Jim

Revisit your status—HSRC report and HSIPRevisit your status—HSRC report and HSIP

Decide how your team will move forward with HSIP Decide how your team will move forward with HSIP and process evaluationand process evaluation– Prepare index for each HSIP objectivePrepare index for each HSIP objective– Decide who to involveDecide who to involve– Meet to score process indexesMeet to score process indexes– Move forwardMove forward

The End

(But really just the Beginning)