Lori Wingate

Director of Research, The Evaluation Center at Western Michigan University

Lori has a Ph.D. in evaluation and more than 20 years of experience in the field of program evaluation. She directs EvaluATE and leads and a variety of evaluation projects at WMU focused on STEM education, health, and higher education initiatives. Dr. Wingate has led numerous webinars and workshops on evaluation in a variety of contexts, including CDC University and the American Evaluation Association Summer Evaluation Institute. She is an associate member of the graduate faculty at WMU.


Getting Your New ATE Project’s Evaluation off to a Great Start

Posted on October 17, 2017 by  in Blog ()

Director of Research, The Evaluation Center at Western Michigan University

Creative Commons License This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License.

New ATE project principal investigators (PIs): When you worked with your evaluator to develop an evaluation plan for your project proposal, you were probably focused on the big picture—how to gather credible and meaningful evidence about the quality and impact of your work. To ensure your evaluation achieves its aims, take these four steps now to make sure your project provides the human resources, time, and information needed for a successful evaluation:

  1. Schedule regular meetings with your evaluator. Regular meetings help ensure that your project’s evaluation receives adequate attention. These exchanges should be in real time—via phone call, web meetings, or face-to-face—not just email. See EvaluATE’s new Communication Plan Checklist for ATE PIs and Evaluators for a list of other communication issues to discuss with your evaluator at the start of a project.
  1. Work with your evaluator to create a project evaluation calendar. This calendar should span the life of your project and include the following:
  • Due dates for National Science Foundation (NSF) annual reports: You should include your evaluation reports or at least information from the evaluation in these reports. Work backward from their due dates to determine when evaluation reports should be completed. To find out when your annual report is due, go to Research.gov, enter your NSF login information, select “Awards & Reporting,” then “Project Reports.”
  • Advisory committee meeting dates: You may want your evaluator to attend these meetings to learn more about your project and to communicate directly with committee members.
  • Project events: Activities such as workshops and outreach events present valuable opportunities to collect data directly from the individuals involved in the project. Make sure your evaluator is aware of them.
  • Due dates for new proposal submissions: If submitting to NSF again, you will need to include evidence of your current project’s intellectual merit and broader impacts. Working with your evaluator now will ensure you have compelling evidence to support a future submission.
  1. Keep track of what you’re doing and who is involved. Don’t leave these tasks to your evaluator or wait until the last minute. Taking an active—and proactive—role in documenting the project’s work will save you time and result in more accurate information. Your evaluator can then use that information when preparing their reports. Moreover, you will find it immensely useful to have good documentation at your fingertips when preparing your annual NSF report.
  • Maintain a record of project activities and products—such as conference presentations, trainings, outreach events, competitions, publications—as they are completed. Check out EvaluATE’s project vita as an example.
  • Create a participant database (or spreadsheet): Everyone who engages with your project should be listed. Record their contact information, role in the project, and pertinent demographic characteristics (such as whether a student is a first-generation college student, a veteran, or part of a group that has been historically underrepresented in STEM). You will probably find several uses for this database, such as for follow-up with participants for evaluation purposes, for outreach, and as evidence of your project’s broader impacts.

An ounce of prevention is worth of pound of cure: Investing time up front to make sure your evaluation is on solid footing will save headaches down the round.

Communication Plan Checklist for ATE Principal Investigators and Evaluators

Posted on October 17, 2017 by , in ,

Creating a clear communication plan at the beginning of an evaluation can help project personnel and evaluators avoid confusion, misunderstandings, or uncertainty. The communication plan should be an agreement between the project’s principal investigator and the evaluator, and followed by members of their respective teams. This checklist highlights the decisions that need to made when developing a clear communication plan.

File: Click Here
Type: Checklist
Category: Checklist, Evaluation Design
Author(s): Lori Wingate, Lyssa Becho

Vlog: Resources to Help with Evaluation Planning for ATE Proposals

Posted on September 6, 2017 by  in Blog ()

Director of Research, The Evaluation Center at Western Michigan University

Creative Commons License This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License.

Evaluation is an important element of an ATE proposals.  EvaluATE has developed several resources to help you develop your evaluation plans and integrate them into your ATE proposals.  This video highlights a few of them—these and more can be accessed from the links below the video.

Additional Resources:

Webinar: Evaluation: All the Funded ATE Proposals Are Doing It

Posted on August 10, 2017 by , in Webinars ()

Presenter(s): Lori Wingate, Mike Lesiecki
Date(s): August 16, 2017
Time: 1:00-2:00 p.m. Eastern
Recording: https://youtu.be/7ytTEGt_FoM

Give your proposal a competitive edge with a strong evaluation plan. The National Science Foundation has issued a new solicitation for its Advanced Technological Education (ATE) program. It includes major changes to the guidelines for ATE evaluation plans. Attend this webinar to learn the key elements of a winning evaluation plan and strategies for demonstrating to reviewers that evaluation is an integral part of your project, not an afterthought. In addition, we’ll provide you with specific guidance for how to budget for an evaluation, locate a qualified evaluator, and describe results from prior NSF support with supporting evaluative evidence. You will receive an updated and other tools to help prepare strong evaluation plans.

Resources:
Slides
ATE Proposal Evaluation Plan Template
Data Collection Planning Matrix
Evaluator Biographical Sketch Template for National Science Foundation (NSF) Proposals
Evaluation Planning Checklist for ATE Proposals
Evaluation Questions Checklist for Program Evaluation
Guide to Finding and Selecting an Evaluator
Logic Models: Getting them Right and Using them Well [webinar]
Logic Model Template for ATE Projects and Centers
NSF Prior Support Checklist
Small-Scale Evaluation Webinar

Template: ATE Proposal Evaluation Plan

Posted on July 13, 2017 by  in

This template is for use in preparing the evaluation plan sections for proposals to the National Science Foundation’s Advanced Technological Education (ATE) program. It is based the ATE Evaluation Planning Checklist, also developed by EvaluATE. It is aligned with the evaluation guidance included in the 2017 ATE Program Solicitation. All proposers should read the solicitation in full.

File: Click Here
Type: Worksheet
Category: Resources
Author(s): Lori Wingate

Resource: Finding and Selecting an Evaluator for Advanced Technological Education (ATE) Proposals

Posted on July 13, 2017 by  in

All ATE proposals are required to request “funds to support an evaluator independent of the project.” Ideally, this external evaluator should be identified in the project proposal. The information in this guide is for individuals who are able to select and work with an external evaluator at the proposal stage. However, some institutions prohibit selecting an evaluator on a noncompetitive basis in advance of an award being made. Advice for individuals in that situation is provided in an EvaluATE blog and newsletter article.

This guide includes advice on how to locate and select an external evaluator. It is not intended as a guide for developing an evaluation plan or contracting with an evaluator.

File: Click Here
Type: Doc
Category: Resources
Author(s): Lori Wingate

Template: Evaluator Biographical Sketch

Posted on July 13, 2017 by  in

This template was created by EvaluATE. It is based on the National Science Foundation’s guidelines for preparing biographical sketches for senior project personnel. The information about what evaluators should include in Products and Synergistic Activities sections are EvaluATE’s suggestions, not NSF requirements. The biosketch must not exceed two pages.

File: Click Here
Type: Worksheet
Category: Resources
Author(s): Lori Wingate

Checklist: Evaluation Planning for NSF-ATE Proposals

Posted on July 1, 2017 by  in

Updated July 2017!

This checklist is intended to be of assistance to grant writers, project leaders, and evaluators as they develop evaluation plans for proposals to the National Science Foundation’s Advanced Technological Education (ATE) program. It is organized around the components of an NSF proposal (see the NSF Grant Proposal Guide), with an emphasis on the evaluation elements that are needed in several locations throughout a grant proposal. This document is not intended to serve as a comprehensive checklist for preparing an ATE proposal. Rather, it includes guidance for aspects of a proposal that pertain to evaluation. All proposers should carefully read the 2017 ATE Program Solicitation.

File: Click Here
Type: Checklist
Category: Proposal Development
Author(s): Lori Wingate

Blog: What Goes Where? Reporting Evaluation Results to NSF

Posted on April 26, 2017 by  in Blog ()

Director of Research, The Evaluation Center at Western Michigan University

Creative Commons License This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License.

In this blog, I provide advice for Advanced Technological Education (ATE) principal investigators (PIs) on how to include information from their project evaluations in their annual reports to the National Science Foundation (NSF).

Annual reports for NSF grants are due within 90 days of the award’s anniversary date. That means if your project’s initial award date was September 1, your annual reports will be due between June and August each year until the final year of the grant (at which point an outcome report is due within 90 days after the award anniversary date).

When you prepare your first annual report for NSF at Research.gov, you may be surprised to see there is no specific request for results from your project’s evaluation or a prompt to upload your evaluation report. That’s because Research.gov is the online reporting system used by all NSF grantees, whether they are researching fish populations in Wisconsin lakes or developing technician education programs.  So what do you do with the evaluation report your external evaluator prepared or all the great information in it?

1. Report evidence from your evaluation in the relevant sections of your annual report.

The Research.gov system for annual reports includes seven sections: Cover, Accomplishments, Products, Participants, Impact, Changes/Problems, and Special Requirements. Findings and conclusions from your evaluation should be reported in the Accomplishments and Impact sections, as described in the table below. Sometimes evaluation findings will point to a need for changes in project implementation or even its goals. In this case, pertinent evidence should be reported in the Changes/Problems section of the annual report. Highlight the most important evaluation findings and conclusions in these report sections. Refer to the full evaluation report for additional details (see Point 2 below).

NSF annual report section What to report from your evaluation
Accomplishments
  • Number of participants in various activities
  • Data related to participant engagement and satisfaction
  • Data related to the development and dissemination of products (Note: The Products section of the annual report is simply for listing products, not reporting evaluative information about them.)
Impacts
  • Evidence of the nature and magnitude of changes brought about by project activities, such as changes in individual knowledge, skills, attitudes, or behaviors or larger institutional, community, or workforce conditions
  • Evidence of increased participation by members of groups historically underrepresented in STEM
  • Evidence of the project’s contributions to the development of infrastructure that supports STEM education and research, including physical resources, such as labs and instruments; institutional policies; and enhanced access to scientific information
Changes/Problems
  • Evidence of shortcomings or opportunities that point to a need for substantial changes in the project

Do you have a logic model that delineates your project’s activities, outputs, and outcomes? Is your evaluation report organized around the elements in your logic model? If so, a straightforward rule of thumb is to follow that logic model structure and report evidence related to your project activities and outputs in the Accomplishments section and evidence related to your project outcomes in the Impacts section of your NSF annual report.

2. Upload your evaluation report.

Include your project’s most recent evaluation report as a supporting file in the Accomplishments or Impact section of Research.gov. If the report is longer than about 25 pages, make sure it includes a 1-3 page executive summary that highlights key results. Your NSF program officer is very interested in your evaluation results, but probably doesn’t have time to carefully read lengthy reports from all the projects he or she oversees.