The Learning Driven Assessment workbook
What is the Learning Driven Assessment workbook?
We use the term Learning Driven Assessment to describe an assessment undertaken in the spirit of inquiry, not of judgment.
We’ve developed an online workbook to help you plan a Learning Driven Assessment. Created for foundation program officers, social investors, and others charged with determining the effectiveness of social-sector programs, this workbook is designed to support discussions between program and evaluation colleagues.
This workbook helps structure an interactive, iterative process for a team of stakeholders. The process will occur over a period of weeks or even months. Please engage experts on assessment to help finalize and implement the Learning Driven Assessment plan you design using this workbook.
Every team needs a captain — or, in this case, an administrator. As the administrator, you will be responsible for entering all of the key information as the team develops its Learning Driven Assessment plan. Stakeholders invited by you will be able to add their comments along the way. You are responsible for updating the online plan as the team shares feedback and reaches consensus.
The three steps
The workbook is divided into three steps. Since each step builds on information you provide, they must be completed in order. You can go back and forth within a step, but you will not be able to move to step 2 until you complete step 1, or step 2 before you complete step 3.
Step 1: Clarify program objective
First, we help you clarify the objective of your program portfolio. Based on this objective, we provide a set of learning questions in step 2 to help you focus the assessment-planning process, followed by a short list of assessment options in step 3.
Step 2: Customize learning questions and develop metrics
In step 2, we offer guidance on how to customize the learning questions to your specific program portfolio and develop relevant assessment metrics, or indicators. We also suggest how to factor your organization’s values and priorities into the assessment plan and address practical considerations like cost. Based on these choices, we help you think about customizing your assessment options in step 3.
Step 3: Weigh assessment options and finalize assessment plan
In step 3, we provide the full universe of options for assessment design, data collection, and data analysis. Based on the program objective you identified in step 1, we recommend a short list of assessment options suitable for your program portfolio. Then, using the metrics and priority issues you identified in step 2, you’ll consider the short list, make some trade-offs, and finalize the assessment plan.
If you are creating a comprehensive assessment plan for multiple programs that share a single theory of change, you will need to complete this process for each program.
Ready to give it a try? Click here to launch the tool!