Action research and participatory evaluation

Five ways to improve your research or social change work

by Joanna Howard and Danny Burns

At IDS (Institute of Development Studies, Brighton, United Kingdom) we are passionate about our rich legacy of participatory methods, and we believe that Participatory Action Research (PAR) and evaluation are more important than ever in the current context of complex and polarising challenges.

Both participatory evaluation and PAR are methodologies that bring different perspectives into dialogue, help to identify systemic issues and generate actions to address them.

We have been running a short course in Participatory Action Research (PAR) for five years now, so it seems like a good moment to reflect on what we are learning about how this methodology can improve research and social change work, and its close links with participatory evaluation.

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Questions that matter. The tool “What Shall we Evaluate?”

By Juan Carlos Sanz and Esteban Tapella

The order of events in participatory evaluation does not stray far from that used in conventional evaluation. And yet, there are some clearly differentiating elements and steps that we need to be aware of if we want more actors to participate.

The planning phase is particularly relevant. At this stage, the evaluation team identifies which actors are going to participate in the process; determines the topics and questions which the evaluation intends to answer; selects where and how the necessary information will be gathered; creates spaces for reviewing and analysing the data; establishes the best formats for communicating the evaluation results; and chooses the most appropriate mechanisms to ensure that these results are put to use. The work plan also specifies the timeframe for the evaluation and estimates what resources will be necessary for its implementation.

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PLURALITY OF VOICES IN EVALUATION

A NEW EPISODE OF THE EVALPARTICIPATIVA PODCAST

We continue to share the knowledge and feelings of colleagues and friends who are leaders in participatory evaluation in Latin America and other regions as well. In these podcasts we want to give a close and human perspective, where evaluative practice is closely linked to the personal experiences, stories and territorialities of the interviewees.

In this fourth episode, Giovanna Montagner, an Italian with extensive evaluation experience in Latin America, shares her experiences and lessons learned about evaluation and social participation on both sides of the Atlantic Ocean.

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TELL ME HOW YOU LOOK AT THE WORLD AND I’LL TELL YOU HOW YOU EVALUATE

Thoughts on rigour in Participatory Evaluation practice and training

by Esteban Tapella and Andrea Meneses

For almost ten years, we have been running participatory evaluation (PE) courses and workshops for a range of sectors. Some training events have been one-off introductory sessions limited to a single webinar, while others have been in-person workshops that have gone into much more detail over three to five days. The increase in interest in postgraduate PE training is a much more recent phenomenon and members of the EvalParticipativa team have taught at various universities in Latin America and Europe.

In these training events, we are repeatedly asked to teach on the following two topics: the first is practical; participants want to hear case studies and examples; and the second is that we broach methodological issues including the rigour and credibility of PE. In this article, we are going to share some thoughts about this second aspect because we think it is relevant to postgraduate academic training and therefore worth exploring further.

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REALIST EVALUATION AND PARTICIPATORY METHODS

by Ana Manzano

Over the last decade, there has been a growing interest in involving citizens in the evaluation of policies, programmes and social interventions. In my article ‘User and Stakeholder Involvement in Realist Evaluation’, published by the Laboratory for Interdisciplinary Evaluation of Public Policies (LIEPP, Sciences Po, France), I explored the theory, methodology and practice behind the participation of users and stakeholders in evaluation. I specifically focused on the realist evaluation approach and compared it with other classic evaluation methodologies such as collaborative, participatory and empowerment evaluation.

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EVALUATION, SYSTEMATISATION AND POPULAR EDUCATION

Second part of chapter 3 of the EvalParticipativa PODCAST.

Today we share the second part of the third chapter of EvalParticipativa’s PODCAST series. It is an inspiring conversation  with our friend and colleague Óscar Jara Holliday (Spanish with English subtitles).

Oscar, a Peruvian who has lived in Costa Rica for several decades, has promoted the theory and practice of the fields that give title to the chapter of the Podcast: Evaluation, Systematisation and Popular Education. Oscar reflects with and for us on the encounters and potential of these fields for participatory evaluation.

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PARTICIPATORY EVALUATION MAZE. A GAME TO ENCOURAGE THINKING

by Andrea Meneses

In our quest to keep moving forward, we look back to examine evaluation processes that we have accompanied or implemented. As we do so, it is common to ask ourselves about the impact of the decisions taken, the results produced and the recommendations made. It is normal to wonder if the experience has been useful. It can be even more challenging to respond to these questions when an evaluation has been carried out using a participatory approach, given that a great deal of effort in these cases is focused on capacity building and learning for all stakeholders.

We found ourselves in this exact situation in 2017 at the end of a long participatory evaluation that we had accompanied in the Limón province of Costa Rica. The evaluation had brought together a number of different voices and opinions on the Cancer Prevention and Care Services run by the Costa Rican Social Security Fund. You can find out more about this experience by clicking on the following links: video 1 and video 2. You can also access the documented evaluation from this link.

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Innovation for Dialogue: Creative Experiences to Encourage Participation

by DW Academie

Innovation is no simple task. This is especially true when it is intended to promote citizen participation in such a way as to foster constructive and respectful dialogues. For these dialogues to be successful, ongoing creative processes must be maintained. This is true for all institutions and organisations that seek to encourage civil society participation in political processes and decision-making in the hope of creating modern inclusive societies.

As if the challenge of involving civil society in public processes was not already significant, there is the additional and growing issue of digital exclusion which certain communities are encountering given that a growing number of political opportunities require the use of new technologies despite the fact that not all communities are equally digitalised.

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EVALUATION, SYSTEMATISATION AND POPULAR EDUCATION. THE PODCAST

Today, in its third chapter, the EvalParticiaptiva Podcast continues to share the knowledge and feelings of colleagues and friends who are leaders in participatory evaluation in Latin America and other regions as well.

In these podcasts (in Spanish) we want to give a close and human perspective, where evaluative practice is closely linked to the personal experiences, stories and territorialities of the interviewees.

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THE ‘PERIODIC TABLE’ OF EVALUATION

by Sara Vaca

Evaluation is a vast field of designs and methods in continuous development. The numerous parameters and choices associated with different methodological options can be difficult to fully understand without deep study and desk review.

The motivation for the Periodic Table of Evaluation was to create a one-pager visual that catalogues methodological options and parameters involved in an evaluation design.

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