BOOK ON EVALUATION, INCLUSION AND DEMOCRACY IN LATIN AMERICA: EXPERIENCES AND LESSONS

OPEN CALL

A while back, we began working with colleagues in the region on the concepts of evaluation, inclusion and democracy in Latin America and the Caribbean. In the new EvalParticipativa project (2023-2024) we plan to revisit these ideas and produce a book on the subject. Our aim is to identify participatory evaluation experiences in Latin America and the Caribbean, analysing dimensions of inclusion and democracy, and emphasising the learning components generated by these experiences.

The book’s target audience is made up of individuals who are responsible for designing and carrying out evaluations, in the hope of increasing their awareness of the possibility and feasibility of conducting evaluations with civil society participation. We seek to bring this awareness both into their consciousness and onto their agendas. The book is intended for Latin American bodies that provide capacity building and training in evaluation, in the hope that it will make available real cases of evaluations carried out with the participation of civil society in the region. Our target readers are teachers and students in diploma courses, master’s degrees or other specialisations focused on evaluation and social planning, in the hope of influencing the training of professionals who will in the future be conducting, commissioning, supervising and assessing participatory evaluations in the region.

how to participate?

In this document we present a general, preliminary overview of the aspects we intend the book to address. We are clear that the focus should be on presenting one or more existing evaluation experiences as the core data for analysis, without excluding the possibility that some general remarks or proposals may be added where appropriate. In other words, a substantial part of each chapter should be devoted to a descriptive and analytical account of one or several evaluation experiences, while a smaller part may be dedicated to more general or propositional reflections that build on the first section.

This brief post is therefore an invitation to friends and colleagues of EvalParticipativa who are interested in contributing a chapter to the book to email their ideas to eval.participativa@gmail.com.

We will select the chapters that will be included in the book from the submissions we receive. We thank you in advance for sharing this announcement with colleagues and contacts interested in these topics.

Best wishes,
The EvalParticipativa team

EVALPARTICIPATIVA AT GLOBAL EVALUATION WEEK – GLOCAL2023

Greetings fellow EvalParticipativa colleagues,

Earlier this week we took part in the gLOCAL 2023 roundtable discussion, CHALLENGES IN PARTICIPATORY EVALUATION: A FEMINIST AND DECOLONIAL APPROACH. The activity was organised jointly with Kalidadea, a feminist consultancy network, working in the field of international cooperation and development.

Evaluations entail several different challenges including ensuring that the process empowers those involved by achieving a sufficient level of effective participation across a diverse set of participants. Another challenge is to ensure meaningful gender mainstreaming and a move towards feminist evaluations rooted in human rights.

The aim of the roundtable was to create space for reflection on these challenges and on how to integrate participatory and feminist approaches successfully into our evaluations in a way that is relevant, effective and appropriate to the groups we work with, be they local communities or the general public.

Our speakers—Esteban Tapella from PETAS, Lara González Gómez, director of Kalidadea and Alejandra Lucero Manzano, member of PETAS and Kalidadea— introduced some of these challenges and suggested ways to overcome them. They shared concrete strategies and ecofeminist principles intended to contribute new perspectives for developing empowering evaluation processes based on a decolonial perspective. The roundtable was moderated by Vanesa Castro (a PETAS researcher). You can click the link below to watch the recording which includes a Q&A session with the participants.

The gLOCAL Evaluation Week is a unique knowledge-sharing event, connecting a global community of people across sectors and regions. Over the course of a week, participants join events—in their own regions and further afield—to learn from each other on a vast number of topics and experiences. By helping participants understand how their work fits in with monitoring and evaluation (M&E) ecosystems in their region and the larger M&E community worldwide, gLOCAL helps to inspire and energise a global movement: individuals and organisations that value the power of evidence to improve people’s lives. gLOCAL, is convened and supported by the Global Evaluation Initiative (GEI), a network of organisations and experts that supports countries with strengthening their M&E systems in order to help governments gather and use evidence that improves the lives of their citizens.

We were delighted to take part in this event again this year!

EVALPARTICIPATIVA AWARD FOR ACADEMIC PRODUCTION. “AND THE WINNERS ARE…”

Dear colleagues, we are thrilled to announce that the winners of the EVALPARTICIPATIVA AWARD FOR ACADEMIC PRODUCTION have been selected.

We put out the call for papers at the end of 2021 with the aim of deepening academic and scientific knowledge concerning participatory evaluation as part of a wider approach of inclusive evaluation that is relevant to the 2030 Agenda.

The call was open for four months, during which time we received a variety of theoretical and empirical papers. Most of the papers prioritised an empirical approach, providing new elements for action-based reflection on participatory evaluation approaches, addressing case studies or comparing initiatives developed in the region.

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gLOCAL Evaluation Week 2022

We invite you to be part of the gLOCAL Evaluation Week 2022.

The gLOCAL Evaluation Week (”gLOCAL”), is an annual dedicated week for Monitoring and Evaluation (“M&E”) knowledge and experience sharing events around the globe, was launched in 2019. In the short time since gLOCAL was launched, organizing partners from around the world have hosted nearly 1000 M&E focused events across five continents in multiple languages. During gLOCAL, government officials, evaluation practitioners, academics and researchers, and students, among many others, have joined this global movement to discuss M&E issues, connecting with one another to share their knowledge and experiences in this field.

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Launch of the EvalParticipativa Award for Academic Production

Since 2019, the EvalParticipativa community of practice and learning has been working on a path of knowledge and deepening of participatory evaluation experiences carried out in Latin America and the Caribbean. Our virtual platform is witness to the cases and experiences that we have presented, as well as the reflections on meaningful lessons generated in them, and the growing amount of resources (videos, manuals, tools) focused on the field of participatory evaluation that have been added.

In order to strengthen the institutionalisation of participatory evaluation in the region, we have planned to develop different activities during this period 2021 and 2022 in conjunction with multiple actors. A very special activity is the call for the EvalParticipativa Award for Academic Production, which aims to deepen analytical approaches that reflect on this type of evaluation in general or on some of its dimensions, potential, characteristics, etc.

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Empowerment evaluation: new materials at EvalParticipativa

by Pablo Rodríguez Bilella

As outlined in the planned activities for EvalParticipativa’s second stage, we are keen to keep adding to the RESOURCES section of our community of practice and learning.

As our colleagues and friends already know, the section already hosts a wide variety of testimonial videos, guides and manuals, tools, case studies and significant lessons. We highlight new and updated material that we add to the repository on our social networks, Facebook, Instagram and LinkedIn: another reason to follow us online!

In this post, we want to highlight four recent additions to the Guides and Manuals section. They all share a clear theme: the empowerment evaluation approach. Although participatory evaluation is the general or umbrella term that refers to stakeholder involvement in evaluation processes in Latin America, the same is not true in the Anglo-Saxon context, where nuances between different evaluation approaches that include or involve stakeholders are more commonly accentuated.

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WE ARE MEASURING EVALUATION CAPACITIES IN COUNTRIES IN THE REGION, WILL YOU HELP US?

Some of the EvalParticipativa member entities such as TechoReLACDEval or PETAS, have participated in a working group since 2018 to create an index to measure each country’s evaluation capacities.

This index, based on 76 indicators, has been named INCE and is highly useful for guiding how evaluation is developed at national level. It is also useful for academic production, identifying good practices, opening up opportunities for collaboration within and between nationals, etc.

The participation of Techo and other social organisations in the working group has enabled civil society’s perspective to be integrated into the definitions of the dimensions that make up the INCE. This collective, important and fundamental in how evaluation develops in reality, is also expected to participate in the periodic measurements that are taken in the region’s countries that request it.

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EVALPARTICIPATIVA’S ONGOING JOURNEY: PLANS, ACTION AREAS AND DREAMS

Since 2019, the EvalParticipativa initiative, a community of practice and learning for participatory evaluation in Latin America and the Caribbean, has been run by PETAS, the only academic centre in the region with a research and training programme specialising in collaborative and participatory evaluation approaches; together with the Focelac+ project, run by the German Institute for Development Evaluation (DEval); and the Costa Rican Ministry of Planning (Mideplan). After the first two years of the project came to a close, the UNSJ and Focelac+ renewed their agreement so they could run new activities in 2021-2022 with the aim of continuing in the same spirit and deepening the initiative’s scope.

In line with the 2030 Agenda and the Sustainable Development Goals, we centre our focus on strengthening the role of civil society in policy and programme evaluations that directly affect them. We are guided by our desire to increase the participation of various different social stakeholders and give them leading roles when evaluating initiatives that affect and involve them. This means we have to deepen knowledge around conditions and mechanisms that facilitate or complicate effective citizen participation in evaluation processes.

Over the next 18 months, we intend to continue learning from concrete experiences of participatory evaluation in the region, maximising their scope of influence and sharing methods and tool. This work stems from our conviction that these approaches:

      • strengthen participating organisations so that they have greater control over their own development;
      • improve their capacity to reflect, analyse and propose solutions,
      • benefit from new and different knowledge held by relevant stakeholders in order to create better policies, programmes and projects; and
      • contribute to building more inclusive and equal societies.

We are guided by our objective to maximise the inclusive involvement of civil society in evaluation processes by strengthening and consolidating EvalParticipativa as a community of practice and learning, facilitating the multiplication and institutionalisation of this evaluation approach and initiating training processes on the same topic.

The activities that we have planned can be grouped into the following categories:

1. MANAGING THE COMMUNITY OF PRACTICE AND LEARNING

Evalparticipativa’s online platform has been the hub and meeting place for this evaluation community. We will work on maintaining and keeping its different sections up to date, adding posts, handbooks and tools as well as identifying and documenting new experiences of high-quality Participatory Evaluation and meaningful lessons on the topic in the region.

The space for exchanging and sharing information will be hosted online through thematic forums as requested by members of the EvalParticipativa community. And we will extend the practice of sharing our web content through social networks and platforms: Instagram, Facebook, LinkedIn.

2. PROMOTING PE INSTITUTIONALISATION IN THE REGION

We intend to offer talks to disseminate information on the reality of participatory evaluation in conferences, postgraduate courses and events. We will recover some of the valuable articles and experiences documented on the EvalParticipativa platform in order to publish an online document or booklet.

We also want to set up the EvalParticipativa Prize for the best academic production regarding Participatory Evaluation, open to evaluations, research projects, essays and theses on participatory evaluation.

3. DISEMMINATING AND FACILITATING THE USE OF THE SOWING AND HARVESTING HANDBOOK

We will reinforce activities that present and disseminate the Sowing and Harvesting handbook. We will create audio-visual material that illustrates its content with real examples, both in terms of participatory evaluation cases and in experiences of meaningful lessons. In addition to the printed version of the handbook, we will publish the English version digitally to enable us to further dialogue with stakeholders from other regions.

4. COURSES TO FACILITATE PARTICIPATORY EVALUATIONS

We will develop participatory evaluation training sessions, both online and in-person. The latter will be delivered to agencies of our main funder, the German Cooperation Ministry, with an initial focus on Ecuador and Colombia that will then be expanded to the rest of Latin America and the Caribbean.

We will begin a process of identifying organisations interested in this in order to combine efforts and implement it. These may be non-governmental development organisations, academic institutions, civil organisations, etc. The course will enable us to present and implement the Teaching Guide with the participants in order to facilitate participatory evaluation courses.

As can be seen, the future is sure to be busy and exciting for those of us who are seeking to make evaluation experiences increasingly participatory. We trust that the members of our community of practice and learning, EvalParticipativa, will be increasingly active and that we will gain new members interested in the topic. We are very pleased with the support and attention received so far, and we would like to invite you to continue to contribute your experiences so we can mutually help each other advance. We will keep you informed of advances and news. See you soon.

AN EVALUATION WITHOUT EVALUATORS

We are beginning the second stage of EvalParticipativa with a new activity plan that we will share soon. In the meantime we invite you to listen to the testimony of Juan Carlos Sanz, who represents DEval in the Coordinating Team of this regional initiative.

In this video (English subtitles) Juan highlights the particular features of participatory evaluation, such as the main role that the stakeholders play in analysing and assessing an intervention in which they themselves have been involved. He also emphasises the importance of thoroughness in participatory evaluation as this will provide credibility and will help to adopt the changes and improvements to the evaluated project. Lastly, he extends an invitation to join the Community for Practice and Learning EvalParticipativa so as to exchange lessons learnt and improve abilities in this evaluation approach.

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A Bridge Between Community and Decision Making

In this video (with English subtitles), Matthias Casasco from TECHO Chile highlights the importance of participatory evaluation as a tool with the potential to provide a bridge between the locals’ voices and decision making.

He also points out how important it is to successfully generate spaces for reflection in the communities to discuss their problems and projects as well as community organising. The main goal of the participatory evaluation process, Matthias claims, is that local stakeholders take ownership of the process.

Matthias Casasco has a Master’s degree in Political Science from Sciences Po Rennes (France). He has specialised in housing and urban development policies. Matthias has been living in Santiago de Chile for nine years and is now in charge of the program for Housing Solutions at the TECHO-Chile foundation. In this capacity, he joins the communities of popular settlements on their journey to their right to adequate housing and connects them with the housing programs of the Chilean state. As a member of the EvalParticipativa community, he has worked on the design and implementation of a participatory evaluation pilot program in the Santa Teresa camp, on the outskirts of Santiago de Chile.