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Chapter 12 Summative Evaluation
By Reginald Smith
November 9, 2016
Summative Evaluation is defined as the design of evaluation studies and
the collection of data to verify the effectiveness of instructional materials
with target learners. According to Dick and Carey (1996), the expert
judgement phase of summativeevaluation is used to find out if either current
or candidate instruction can meet an organization's identified instructional
needs. The following activities are part of the expert judgement phase of
summative evaluation when reviewing candidate instruction:
 evaluating the congruence between the organization's instructional
needs and candidate instruction
 evaluating the completeness and accuracy of candidate instruction
 evaluating the instructional strategy contained in the candidate
instruction
 evaluating the utility of the instruction
 determining current users' satisfaction with the instruction (p. 323)
The Purpose of Summative Evaluation
 Make “go-no-go” decisions
 Keep current materials?
The expert judgement phase has already been accomplished if the
instruction was tailored to the identified needs of the organization,
systematically design and developer and been through formative
evaluation. However, the instruction must be subjected to expert
judgement if the organization is unfamiliar with the instruction and
its developmental history (Dick & Carey, 1996). Usually expert
judgement is used to select from the available instructional options
in order to choose one or two that are most promising for a field
trial.
Field Trial
The purpose of the field trial phase of summative evaluation is to
determine the effectiveness of instruction with the target group in
the intended setting (Dick & Carey, 1996). There are two parts to
the field trial phase: outcomes analysis and management analysis.
The outcomes analysis reviews the impact of the instruction on the
learner, the job and the organization. Management analysis
assesses "instructor and supervisor attitudes related to learner
performance, implementation feasibility, and costs" (p. 323).
Are learners capable of applying what they learn to their job?
Impact on organizations
Are learners attitudes helping the organizations achieve a positive
difference?
Are the instructor and manager attitudes
satisfactory
?
Are recommended implementation procedures
feasible
?
Are costs relate to time, personnel, equipments and resources
reasonable?
The focus is the outcome of the instruction
Formative vs. Summative Evaluation
Purposeof the Summative Evaluation
To make "go-no-go" decisions
To keep current materials?
OR
Look for something better suited to meet organization's specific instruction
needs?
(v) Current User Analysis
Seek additional information about
the candidate materials
from the organizations that are
experienced
in using them
Field Trial Phase
(Was the instruction effective?)
-Planning
-Preparing
-Implementing
-Summarizing and Analyzing Data.
Management Analysis
Are the instructor and manager attitudes
satisfactory
?
Are recommended implementation procedures
feasible
?
Are costs relate to time, personnel, equipments and resources
reasonable?
Outcome Analysis
REFLECTION
Why is evaluation important? Possible reasons:
 I think without evaluation it cannot be said whether the
designers have properly understood the users. Therefore, one
would not know whether the whole design is intolerant of
minor errors.
 It'll be difficult to know whether the systems cause
disruption, frustration, unacceptable changes or conflict in
organisations.
 Also, one would not know how to improve the systems in
order to fit the users needs better.
 Without evaluation, alternative designs could not be
compared
 Or whether systems cause a cognitive overload in users
 It would also be hard to assess whether computer systems
force users to perform tasks in undesirable ways. Thus, it
would be hard to check conformance to a standard.
 Engineering towards a target (often expressed as some form
of metric) would be hard to achieve.
I think it is very important for us to constantly evaluate the
instructional strategy ensure that is staying the course with what
the organization has in mind while being usable and feasible for
the organization. I think the summative evaluation does just
that. Summative evaluation's existence provides monitoring and
help to develop the training for future events.
As future ID, we need to design and conduct summative evaluation
by looking at all four levels of Kirkpatrick. Kirkpatrick stated that
Levels 3 and 4 (Behavior and Results) are important indicators of
the training's value to the organization. Thus, we should not limit
ourselves to only the first two levels (Reaction and Learning).
EXTENDED KNOWLEDGE
Smith and Ragan (1999) suggest to determine goals of evaluation
as the first step in a goal-based summative evaluation. The most
important part of this stage is determining questions that should be
answered as a result of the evaluation. The client organization
and/or funding agencies and other stakeholders should identify the
questions. These questions will guide the remainder of the
summative evaluation. Questions might include:
Does implementation of the instruction solve the problem
identified in the needs assessment?
Do the learners achieve the goals of the instruction?
What are the costs of the instruction? What is the "return on
investment" of the instruction? (p. 355)
Both the client and evaluator should agree on the questions before
moving on to subsequent steps
Contrasting Summative and Formative Evaluations
Summative Evaluation
• Provides teachers and students with information concerning
achievement
• Has a high-point value
• End-goal is to compare student achievement at the end of an
instructional unit by comparing it to a set benchmark
Formative Evaluation :
• Is used to check student progress as an instructional unit
is occurring
• Guides the next steps in instruction by identifying other
opportunities to aid in success
• Must be designed in a way to respond to students’ needs
Type of
Evaluation
Relative Complexity
Types of Activities
Descriptive
•
Simplest form
•
Least
expensive
•
Conducted by
project staff
•
Analysis of services
•
How they were operated
•
How program was administered
•
Resources consumed
•
Characteristics of those impacted by
project
•
Describe any outcomes
Operational
•
Slightly more
involved
•
Low expense
•
Conducted by
project staff
•
All of descriptive evaluation activities
•
Goals and objectives
•
Describe project components (start-up,
recruitment, partnerships, etc.)
•
Explain short-term and intermediate
outcomes
•
Explain project completion or
institutionalization
Process
•
Slightly more
involved
•
Moderate
expense
•
Conducted by
professional
evaluator (may
be staff or
consultant)
•
Focused on service delivery and
administrative processes
•
Suggests causal relationships between
what was done and outcomes
•
Generalize your experiences more
broadly by providing insights into
effectiveness
•
Look at efficacy of program in terms of
outcomes or costs
•
Investigate operational features against
results
Outcomes
•
More complex
•
Moderate
expense
•
Conducted by
professional
evaluator (may
be staff or
consultant
•
Use exacting data collection and
statistical methods for data analysis
•
Requires database and analysis software
•
Focuses on qualitative and quantitative
analysis of data
Impact Study
•
Long-term,
involved
•
Most expensive
•
Requires third-
party evaluator
•
Often contains experimental and control
groups
•
Proves statistical significance
•
Requires large sample sizes
•
Long-term analysis of outcomes

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Apt chapter 12 summative evaluation

  • 1. Chapter 12 Summative Evaluation By Reginald Smith November 9, 2016
  • 2. Summative Evaluation is defined as the design of evaluation studies and the collection of data to verify the effectiveness of instructional materials with target learners. According to Dick and Carey (1996), the expert judgement phase of summativeevaluation is used to find out if either current or candidate instruction can meet an organization's identified instructional needs. The following activities are part of the expert judgement phase of summative evaluation when reviewing candidate instruction:  evaluating the congruence between the organization's instructional needs and candidate instruction  evaluating the completeness and accuracy of candidate instruction  evaluating the instructional strategy contained in the candidate instruction  evaluating the utility of the instruction  determining current users' satisfaction with the instruction (p. 323)
  • 3. The Purpose of Summative Evaluation  Make “go-no-go” decisions  Keep current materials? The expert judgement phase has already been accomplished if the instruction was tailored to the identified needs of the organization, systematically design and developer and been through formative evaluation. However, the instruction must be subjected to expert judgement if the organization is unfamiliar with the instruction and its developmental history (Dick & Carey, 1996). Usually expert judgement is used to select from the available instructional options in order to choose one or two that are most promising for a field trial.
  • 4. Field Trial The purpose of the field trial phase of summative evaluation is to determine the effectiveness of instruction with the target group in the intended setting (Dick & Carey, 1996). There are two parts to the field trial phase: outcomes analysis and management analysis. The outcomes analysis reviews the impact of the instruction on the learner, the job and the organization. Management analysis assesses "instructor and supervisor attitudes related to learner performance, implementation feasibility, and costs" (p. 323).
  • 5.
  • 6. Are learners capable of applying what they learn to their job? Impact on organizations Are learners attitudes helping the organizations achieve a positive difference? Are the instructor and manager attitudes satisfactory ? Are recommended implementation procedures feasible ? Are costs relate to time, personnel, equipments and resources reasonable? The focus is the outcome of the instruction Formative vs. Summative Evaluation Purposeof the Summative Evaluation To make "go-no-go" decisions
  • 7. To keep current materials? OR Look for something better suited to meet organization's specific instruction needs? (v) Current User Analysis Seek additional information about the candidate materials from the organizations that are experienced in using them Field Trial Phase (Was the instruction effective?) -Planning -Preparing -Implementing
  • 8. -Summarizing and Analyzing Data. Management Analysis Are the instructor and manager attitudes satisfactory ? Are recommended implementation procedures feasible ? Are costs relate to time, personnel, equipments and resources reasonable? Outcome Analysis
  • 9.
  • 10.
  • 11. REFLECTION Why is evaluation important? Possible reasons:  I think without evaluation it cannot be said whether the designers have properly understood the users. Therefore, one would not know whether the whole design is intolerant of minor errors.  It'll be difficult to know whether the systems cause disruption, frustration, unacceptable changes or conflict in organisations.  Also, one would not know how to improve the systems in order to fit the users needs better.  Without evaluation, alternative designs could not be compared  Or whether systems cause a cognitive overload in users  It would also be hard to assess whether computer systems force users to perform tasks in undesirable ways. Thus, it would be hard to check conformance to a standard.  Engineering towards a target (often expressed as some form of metric) would be hard to achieve.
  • 12. I think it is very important for us to constantly evaluate the instructional strategy ensure that is staying the course with what the organization has in mind while being usable and feasible for the organization. I think the summative evaluation does just that. Summative evaluation's existence provides monitoring and help to develop the training for future events. As future ID, we need to design and conduct summative evaluation by looking at all four levels of Kirkpatrick. Kirkpatrick stated that Levels 3 and 4 (Behavior and Results) are important indicators of the training's value to the organization. Thus, we should not limit ourselves to only the first two levels (Reaction and Learning).
  • 13. EXTENDED KNOWLEDGE Smith and Ragan (1999) suggest to determine goals of evaluation as the first step in a goal-based summative evaluation. The most important part of this stage is determining questions that should be answered as a result of the evaluation. The client organization and/or funding agencies and other stakeholders should identify the questions. These questions will guide the remainder of the summative evaluation. Questions might include: Does implementation of the instruction solve the problem identified in the needs assessment? Do the learners achieve the goals of the instruction? What are the costs of the instruction? What is the "return on investment" of the instruction? (p. 355) Both the client and evaluator should agree on the questions before moving on to subsequent steps
  • 14.
  • 15. Contrasting Summative and Formative Evaluations Summative Evaluation • Provides teachers and students with information concerning achievement • Has a high-point value • End-goal is to compare student achievement at the end of an instructional unit by comparing it to a set benchmark
  • 16. Formative Evaluation : • Is used to check student progress as an instructional unit is occurring • Guides the next steps in instruction by identifying other opportunities to aid in success • Must be designed in a way to respond to students’ needs
  • 17. Type of Evaluation Relative Complexity Types of Activities Descriptive • Simplest form • Least expensive • Conducted by project staff • Analysis of services • How they were operated • How program was administered • Resources consumed • Characteristics of those impacted by project • Describe any outcomes Operational • Slightly more involved • Low expense • Conducted by project staff • All of descriptive evaluation activities •
  • 18. Goals and objectives • Describe project components (start-up, recruitment, partnerships, etc.) • Explain short-term and intermediate outcomes • Explain project completion or institutionalization Process • Slightly more involved • Moderate expense • Conducted by professional evaluator (may be staff or consultant) • Focused on service delivery and administrative processes • Suggests causal relationships between what was done and outcomes • Generalize your experiences more broadly by providing insights into effectiveness • Look at efficacy of program in terms of outcomes or costs • Investigate operational features against results Outcomes •
  • 19. More complex • Moderate expense • Conducted by professional evaluator (may be staff or consultant • Use exacting data collection and statistical methods for data analysis • Requires database and analysis software • Focuses on qualitative and quantitative analysis of data Impact Study • Long-term, involved • Most expensive • Requires third- party evaluator • Often contains experimental and control groups • Proves statistical significance • Requires large sample sizes • Long-term analysis of outcomes