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SERVE Center - The University of North Carolina at Greensboro

Resources: Materials Supporting Formative Evaluation

The following document downloads and links to resources, referred to throughout the content of these pages, are organized here for quick reference.

Evaluation Planning
Guided Planning for Evaluation: An Overview (PDF) - A comprehensive overview of the process of planning a project evaluation effort. (Note - this is a large file that requires time to download.)

CAPE Evaluation Term Matching Exercise (PDF) - An activity to help evaluation team members come to consensus about critical evaluation terms. Use with the Matching Exercise Answer Key.

How to Develop an Evaluation Plan (PDF) - An overview of the logical sequence for evaluation planning, applying the terms and materials from these pages.

Chapter 7 of Planning into Practice - Details the process of creating a strategic technology plan.

Logic Mapping 
Logic Maps for Planning and Evaluation (PDF) - A discussion of logic maps and how they can be used to further evaluation planning.

Building Capacity for a Technology Project Evaluation: The Role of Logic Maps (Power Point) - An expanded explanation of logic maps and their role in evaluation planning.

Learning From Logic Models: An Example of Family/School Partnerships Programs (PDF) - From the Harvard Family Research Project, an excellent brief that provides an overview of logic map development. (Note - terms may not align precisely with the CAPE Formative Evaluation Framework.)

From Logic Map to Evaluation Questions (PDF) - An example of how Strategies and Objectives translate into implementation and impact evaluation questions, respectively.

CAPE Example Logic Map (PDF) - An example of how a logic map for a district-wide technology implementation might look. 

A variation of the sample example logic map (PDF) - a derivative of the CAPE sample above, overlaid with a research question, rather than evaluation questions.

Evaluation Elements - Objectives, Strategies, and Benchmarks 
Objective Planning Worksheet (PDF) - A printable document from CAPE, to guide development of project Objectives. Use with the Objective Planning template (editable Word document) to clarify and define Objectives.

CAPE Strategy Planning Worksheet (PDF) - A CAEP printable guide to development of project Strategies. Use with the Strategy Planning Template (editable Word doc version).

Example Format for Writing Benchmarks (PDF) - A standardized form for writing evaluation benchmarks.

Data Collection Instruments and Protocols
Benefits and Disadvantages of Evaluation Methods and Measures - A table considering a variety of data-collection options. (Quinones & Kirshstein, 1998. An Educator's Guide to Evaluating the Use of Technology in Schools and Classrooms. Washington, DC: U.S. Department of Education.)

School Technology Needs Assessment (STNA, say "Stenna") - developed through a collaboration between SERVE and the North Carolina Department of Public Instruction.

Taking a Good Look at Technology (TAGLIT) - An online survey of stakeholders' perceptions about technology use and related issues.

Looking For Technology Integration (LoFTI) - This tool is designed to examine technology uses in learning settings.

Professional Development Evaluation Questionnaire (PDF) - This instrument can be used for gathering feedback from staff development participants to gauge their perceptions of delivery quality.

RubiStar - An easy tool to help teachers develop their own rubrics.

Scoring Guide for Lesson Plans That Use Technology Resources - A scoring guide from the North Central Regional Technology in Education Consortium (NCRTEC), examining six dimensions of lesson planning.

Teacher Reflection Logs
Teacher Technology Reflection Log 
(PDF) - This is an example of an instrument developed by Crossnore Elementary, a North Carolina IMPACT school, to capture the number of times teachers use technology for instruction or planning, the number of times teachers use technology with their students, evidence of something new they learned, and general reflections. Please edit this form to best meet your school’s technology needs.

Evaluation Management Planning
Sample Evaluation Management Plan (PDF) - A sample evaluation management plan, used to guide completion of the CAPE Management Plan Template (editable Word document), to document the timeframe, person responsible, and resources required to implement steps of an evaluation plan.

Evaluation Management Activities to be Considered (PDF) - A CAPE reference document, intended to help evaluation planners be sure that all evaluation activities have been considered.

Evaluation Management Plan Checklist (PDF) - An additional CAPE checklist, against which evaluation management plans can be assessed.