Archive for the ‘Insights on Change’ Category

Surveys – Here, There and Everywhere

Wednesday, May 22nd, 2013

By Sheila Wilcox

Virtually everyone asks you to take a survey—your job, restaurants, stores, schools, airports and the list goes on. It’s been reported that American adults are invited to take surveys 7 billion times a year. There have even been surveys about what people think of surveys (they’re not too crazy about them)!

Not too long ago, surveys were generally reserved for use by researchers and evaluators like us. Then, organizations of all types realized the benefits of getting large amounts of quantitative data quickly and began surveying their customers, stakeholders, employees and more. Many of these are marketing surveys—shorter surveys, asking simply about satisfaction with or use of very specific things. In contrast, evaluation surveys tend to be longer and more complex since we are interested in the impact of a program. Because we’re trying to assess deeper levels than satisfaction and use, our surveys may include more detailed and personal questions that ask information related to respondent’s background or how their attitudes or behaviors have changed.

In today’s over-surveyed world, people may click on our evaluation survey expecting a customer satisfaction survey—something they can finish in a couple minutes without needing to think too deeply about it (or possibly even profit from). That is not the mindset we want them in. It can lead to respondents quitting in the middle of the survey or feeling disgruntled afterwards and less likely to take another survey (such as that post-program survey we’re hoping they complete in a couple months).

What can we do to still get the data we need in this era of customer satisfaction surveys?

  • Stay as focused as possible – we must push ourselves (and our clients) to avoid adding more than is needed for the key evaluation outcomes.
  • Explain why we’re asking questions, particularly the more personal ones (this could even come at the end of the survey if you are worried about biasing them).
  • Emphasize how their data helps the program or organization they have been involved with keep receiving funding or improving (possibly even encourage clients to share findings with their respondents).
  • Provide accurate time estimates – don’t say it is a short 5-10 minute survey when it’s really 15-20 minutes or people won’t be mentally prepared for what we’re asking them.
  • Consider other types of data collection – can you shorten the survey and use interview follow-ups or other existing data to get the information needed?

We can’t control how many other survey requests our respondents receive, so we need to provide appropriate and accurate information about the survey we’re asking them to take.

Reflections on the Affordable Care Act

Monday, April 29th, 2013

By Kris Helé

I recently attended a wonderful lecture through UC Berkeley Extension by UCB Public Health Professor William Dow. “Health Care Reform Update: Post-Affordable Care Act (ACA) Progress and Challenges” was an unexpectedly satisfying way to spend a sunny Saturday afternoon. It was a quick, digestible run-down of what health care reform entails, what’s been implemented to date and what’s coming in 2014 with full implementation.

I left the session with a number of key take-aways to inform not only BTW’s health practice but my own perspectives about health care reform. For instance:

  • By 2016, after a couple years of full implementation, an estimated 3 million people in California will still be without coverage, mostly immigrants. Though we knew the ACA would not provide universal coverage, this is a sobering statistic for a policy whose primary purpose is to expand health insurance.
  • Public opinion is split on so-called “Obamacare.” However, more than half of individuals polled say they really don’t have enough information about the ACA to back up their strong opinions. Fortunately, many organizations—Kaiser Family Foundation, California HealthCare Foundation and the Department of Managed HealthCare, for example—are trying mightily to get the word out to address the information gap.
  • If we were to start over and initiate truly transformational change in the health care system, many would recommend scrapping the dysfunctional employer-based system that dominates health insurance pre- and post-ACA. Still, the ACA is what we’ve got, and what many fought hard for, so we better make the most of it.

The most provocative point Dow made was during the Q&A session, when he dispelled the myth that health prevention efforts equal cost savings. I couldn’t believe my ears—a public health professor really just said that? Sacrilege! With his economist hat on, Dow says that only a handful of preventive interventions are truly cost saving—smoking cessation and flu vaccines are among them. Other prevention strategies require a large investment of money in the system, and so they ultimately may not save costs, but may still be the right and worthwhile thing to do.

Dow’s recommendations for cost-effective, impactful societal investments? 1) Education. 2) Education. 3) Education. This is a reminder that it’s not only important to think about what we’re spending our money on—the ACA comes with a $1.7 trillion estimated price tag over 10 years—but what we aren’t spending it on instead.

I left the lecture reaffirmed, with an abiding sense that the ACA is the right thing to do, if not the perfect way to do it. But in the coming years, we must see the policy fulfill its promise of reducing the number of uninsured, as well as deliver on other goals of improving health, increasing equity and slowing health care costs. May the provisions of the policy stand strong until these outcomes are borne out, and until the ethos of quality, equity and affordability become forever embedded in our approach to health care.

Note: Any errors in my recollection or interpretation of Dow’s lecture are entirely my own.

How are you creating a healthier future?

Friday, April 5th, 2013

By Amanda Philips

This week marks the 19th National Public Health Week, a week dedicated to recognizing the contributions of public health and ways to improve our nation’s health. This year’s theme, “Public Health is ROI: Save Lives, Save Money,” emphasizes the value of prevention and the importance of well-supported public health systems in preventing disease, saving lives and curbing health care spending.

National Public Health Week prompts us to reflect on the current state of our nation’s health and how we are responding to the changing landscape. Over the past three decades, childhood obesity rates in America have tripled, with obesity now affecting 18% of children. Obesity rates are even higher in African American and Hispanic communities, where nearly 40% of children are overweight or obese. Research shows that children and adolescents who are obese are likely to be obese as adults and are at increased risk for health problems such as heart disease, type 2 diabetes, strokes and several types of cancer.

So, what can we do to improve our nation’s public health? How can we provide a healthier, more vibrant future for our children? How can we improve neighborhoods, schools and homes to create living spaces that promote healthy living?

BTW is proud to work with many organizations engaged in improving community health. These organizations are trying to “get to the roots” of health problems in their communities by identifying and addressing causes of ill health and focusing on prevention. Through our work, we have seen these strategies in action as community members:

  • Promote physical activity in safe spaces
  • Create community health networks
  • Advocate for environmental and land use improvements in neighborhoods
  • Train adults and youth to provide health education to their peers
  • Develop gardens and farmers markets in community centers or schools

While these organizations are working hard to improve the health of Americans and create a healthy future for all children, they can’t do it alone. Everyone has a role to play in improving our public health, including parents, elected officials, schools, health care professionals, faith-based and community-based organizations, and private sector companies. What will you do to promote a healthy future?

Health and Happiness at Any Age

Tuesday, March 19th, 2013

By Nadai Salibi

Ida, you’re my hero! At 97 years young you are doing things that I can only hope to do in the prime of my life. As Lisa Ling chronicles your life in Our America I watched in awe as you ran the 100 meter dash alongside 20 year olds while breaking your own record. Your ability to stay mobile and live independently sets you apart from the general population, and most certainly your age group. After learning about the tragedies you have suffered—your husband’s death when your daughter was just a child and the death of your two sons to drug-related incidents—I wondered how you found resilience. Most of all, I wondered what set your health and physical endurance apart from other seniors.

After seeing your story, I couldn’t help but be reminded of a case study in Malcolm Gladwell’s Outliers that examines a community of Italian descent in Pennsylvania. Intrigued by an astounding low-level of disease, baffled researchers conducted a thorough analysis of the community. What they found led to even more confusion. This community didn’t follow the conventional healthy lifestyle patterns known to breed such a disease-free life. In fact, healthy diets weren’t apparent, obesity was prevalent, exercise was non-existent, smokers were common, and they ruled out any genetic rationale. What could make this community an outlier? Well, the researchers came to a peculiar discovery. This community’s unique health composition resulted from their physical and social environment which mirrored the village they descended from in Italy. Strong community bonds and extended family interactions translated into a level of happiness, health and well-being that is not as common in other communities.

As I think back to Lisa Ling’s Our America and recall the other seniors she profiles, I noticed how most of the seniors are not like Ida. On the contrary, many are in fragile states, some with dementia, others bedridden. Although some of these seniors are being cared for by their family members, I see something different in Ida’s life. I see the village of this Italian community. Shelly, Ida’s daughter, fulfilled a crucial role by introducing her mother to running, while Ida’s extended family and community serve as constants in her life.

At BTW, through our experience evaluating community health initiatives, we too have seen the value of building community to collectively improve health outcomes that go beyond regular doctor visits and exams. In this case, Shelly did that for Ida. Shelly designed a healthy environment for Ida where her age and physical location didn’t matter. As proven in a small town in Pennsylvania, this can be the healthiest attribute for any age.

Secret Lives of Seniors: 97-Year-Old Breaks Track Record!

What Data Can Do

Monday, February 25th, 2013

By Naomi Orensten

David Brooks piece on the limitations of data in The New York Times hits on many of the real challenges and limitations of quantitative data collection and analysis that evaluators and consultants, like us here at BTW informing change, face regularly. For example, numbers can miss nuance, big data are messy and sometimes interpreters of data look for what they want to see rather than the overall picture that the data actually paint. I want to remind data developers and consumers —that is, most of us!—of three critical data collection practices that address some of Brook’s concerns.

1. Collect data that tell you what you need to know. Data become distracting and messy often because we collect information arbitrarily, because it happens to be available or because we mistakenly think more is better. It is important to thoughtfully choose data points that will identify whether you’re moving toward your objective.

2. Use a mix of data types to fully understand a program, issue or organization. First let’s define data. Data are pieces of information. Quantitative data— numbers and statistics—typically explain ‘what.’ For example, 50% of students improved their test scores. Qualitative data—information collected from observations, interviews, focus groups or open-ended survey questions—explain why. Was the improvement due to increased instruction, parent involvement and/or a more supportive learning environment? Together, these data weave a much fuller understanding of any given issue, providing decision-makers with more complete story than was otherwise possible.

3. Account for the complexity of the real world in data collection and analysis. Programs and organizations don’t operate in a vacuum, and neither should data. Every study has limitations, which must be clearly communicated with stakeholders. But a good analyst and evaluation partner approaches the data to answer contextual questions, equipped to engage in the messiness. Tools such as regression and statistical modeling, for example, are designed to help us understand the cause and sequence of things as well as the relationships among variables.

In the article’s final paragraph, Brooks reminds the reader that “like any tool,” data are, “good at some things and not at others.” Sure, fair enough. But let’s not let that be an excuse for poor practice. The combination of good data and good process will go a long way to help consultants, researchers and decision-makers understand our work, make better decisions and pursue solid strategy.

Education Should Dismantle Barriers, Not Fortify Them

Thursday, February 21st, 2013

By Jay Sherwin

A recent New York Times story by Jason DeParle offers a moving portrait of three smart and ambitious young women, friends from Galveston, Texas, with dreams of a better life. All three enrolled in college but, five years later, none has graduated. All three are back in Galveston, working, paying off their debts and no doubt wondering how things might have turned out differently.

In telling the stories of these three women, DeParle makes this powerful statement about contemporary American life: “Education, a force meant to erode class barriers, appears to be fortifying them.” He’s right, and it’s a deeply disturbing trend.

Thirty years ago, 19 percent of students from the poorest quartile of American families enrolled in four-year colleges. That number has increased to 29 percent. But in the same time, the number of students from the richest quartile entering college has increased from 58 percent to 80 percent. The difference in college graduation rates is equally dramatic: 9 percent of poor students complete college, compared to 54 percent of rich students.

Poverty prevents many young people from pursuing and persisting in higher education, but poverty is only part of the explanation. Other social and structural factors conspire to keep even high achieving low income students from learning their way into the middle class.

Two recently published studies illustrate this point.

An analysis by Harvard’s Center on Education Policy Research found that many low income high school students with strong academic potential did not pursue higher education or enrolled in less-selective colleges or community colleges, where they are much less likely to earn a diploma than students who attend more academically demanding institutions.

A second recent study, conducted by Christopher Avery of Harvard and Caroline Hoxby of Stanford, found that high-achieving, low income students often fail to apply to college because they lack the information and encouragement that more privileged students receive. Few of these students have mentors or role models who have successfully pursued higher education. Most attend high schools with little or no college advising.

At BTW, we work with foundations and other clients that are deeply invested in educational opportunity, and we are part of a national conversation about how to help under-represented students reach college and succeed there. There are some positive trends and signs of change, but we need more programs to help low-income high school students make well-informed college choices and more resources to help those students persist and graduate.

The three young women from Galveston all faced a variety of academic, social and personal challenges— no single strategy or intervention would have helped all of them to succeed. But something bigger is broken. When poor students don’t receive the support, advice or academic foundation they need, educational opportunity is a false promise. In a world where achievement is the gateway to social mobility, we must find ways for our educational system to tear down the barriers to equality instead of fortifying them.

A Funder’s Guide to Protecting Human Rights

Tuesday, December 20th, 2011

By Ria Sengupta Bhatt

The topic of human rights protection often evokes images of poor and disadvantaged individuals and the activities conducted and laws passed to ensure that they are not mistreated. A less common image is that of evaluators collecting data from and about these very same individuals, yet this is also a real piece in the human rights protection puzzle.

Evaluations of grantmaking strategies and programs document the experiences of grantees and program constituents through surveys, interviews, focus groups and observations. As such, it is important to protect the information communicated through these interactions. But whose job is it to ensure the rights of study participants?

It is the responsibility of both the evaluator and the grantmaker.

Evaluators are accountable to their clients, their clients’ grantees and program constituents involved in their studies. As evaluators, we are required to take action to ensure that personal information and opinions are protected (sometimes under lock and key) and that sensitive data (like health status and contact information) is kept confidential. Foundation staff are also responsible for the rights of participants in the studies that they fund. This may seem obvious; however, the established standards for protection are not always clear.

BTW has created resource documents and a training toolkit to help foundation staff understand how study participants should be protected and how philanthropic organizations can navigate these issues. These materials are written specifically for foundation staff responsible for commissioning evaluation and research studies. They are intended to share the appropriate amount of information and detail without overwhelming funders and to serve as a reference when questions arise about the protection of study participants.

We hope you find these materials useful to you and your colleagues at foundations!

Purpose & Humility

Wednesday, October 12th, 2011

By Ellen Irie

In the past few days, we have been drawn to the somber news of Steve Jobs’ passing. We listen to the story of his life, finding inspiration from its twists and turns. Jobs’ 2005 Stanford commencement address, in particular, caught my attention, with its straight-forward references to the certainty of death and how to gain inspiration from death’s imminence.

“If today were the last day of my life, would I want to do what I am about to do today?” Jobs posed. This question is not just about personal gratification; it is about life purpose. What am I going to do today, tomorrow and the next day that has lasting significance? Jobs places his question in the context of the certainty that we all come and go in this world. Death is not to be feared but rather embraced as a source of motivation and in recognition that we can make important contributions that will endure beyond any one of us.

Similarly, I was also moved by the passing of Betty Ford earlier this year. In my office I have a photograph of Ford posing barefoot on the Cabinet Room table on Gerald Ford’s last day in office. It is a vision of power, grace and service—a pose of offering.

Like Jobs, Ford’s life was full of significant twists and turns. “I was an ordinary woman who was called on stage at an extraordinary time,” she has been quoted as saying. Ford took her own personal adversity and turned it outward, leaving her legacy in the Betty Ford Center as a place of comfort and healing for others. She built upon her own shortcomings for the greater good.

What do the powerful life stories of Steve Jobs and Betty Ford have to say to those of us working in and around the nonprofit sector? Whether we are toiling at a nonprofit to feed the hungry or nurture children in need, striving to be effective stewards of philanthropic resources, or supporting the efficiency and effectiveness of the sector, we can draw inspiration from their examples. They compel us to tackle uncharted territory while maintaining the humility of seeing individual efforts as part of the larger whole.

Purpose propels us forward; humility keeps us real.

A Well-Stocked Tech Toolbox is Only Half the Battle

Thursday, September 1st, 2011

By Evan Gattozzi

Technology is one of my favorite things. I love to “geek-out” and have conversations about how to use new technology in evaluation projects, such as new updates to online survey software and social media tracking strategies for community organizing projects. My technology toolbox is well stocked and constantly growing. Often I am tempted to use these tools simply because I can. However, as I was reminded today, this is not always a good idea.

I joined my team this morning to brainstorm ways to collect data from college students. In our attempt to make it easy for the students, we planned to use four different tech tools to track data: two online surveys, a text message survey and Facebook event tracking. My mind began to spin and I started to panic!

How are we going to keep track of all these data? What if students respond more than once? What if two students report different attendance numbers for the same event?

Thankfully, after much discussion, we streamlined our methods and limited ourselves to a fraction of our original plan (two online surveys). In hindsight, my panic resulted in an important learning: don’t use technology just because it’s available. Having the right tools is important, but knowing when to use them is the key to success. Here are some thoughts I now keep in mind when determining which tech tools to use.

  1. Know your audience. What tools do your constituents use? Does your audience text or use Facebook? Do they have access to new tech tools? How can you meet them where they already are? Does your audience need incentives to respond?
  2. Do your research. What are the strengths and limitations of each tool? Are the tools easy to use or are there steep learning curves? TechSoup has a wealth of resources about different types of tech tools that I have found helpful when answering these questions, such as the pros and cons of various online survey software systems.
  3. Make informed decisions. What types of data will different tech tools produce? Does the type and quality of the data vary? Is it necessary to use more than one tool? Since using too multiple tech tools can create analysis complications down the line, proactively think about the specific data you expect to collect from each tool.

On a positive note, these guidelines have helped my team choose the most appropriate tech tools and ensure that we collected accurate data. On the other hand, it does mean that the really cool text message survey will just have to wait until my next project…

Promoting Community Engagement: Reflections from Runner #13,165

Tuesday, June 14th, 2011

By Kim Ammann Howard

Recently I ran, or to be more accurate, “sort of ran and mostly walked” the Bay to Breakers, the infamous 12K race in San Francisco. After navigating the course with my 11-year old daughter and more than 50,000 others, I found myself thinking about ways to engage diverse communities in social change efforts. While the race is clearly different from these more complex and long-term endeavors, it did serve as a symbolic reminder of successful engagement strategies that I have observed over the years in social change efforts.

  • Acknowledge, respect and support different entry points: The athletic abilities of Bay to Breakers runners varies dramatically, ranging from professional athletes who run with the intention of breaking course records, to the novice who has trouble ascending hills, to those for whom the term “athlete” lacks personal resonance. The variety of pre-race supports (e.g., training schedules and running clubs) takes into account these differences. Regardless of athletic ability, pre-race conditioning or the extent to which race preparation goals are met, everyone remains welcomed.
  • Embrace different ways of participating: While the universal goal is to complete the race, each participant’s approach to this varies. Race attire ranges from costumes and official running gear to street clothes and even a few birthday suits! Different starting points allow for seeded participants, recreational runners and weekend walkers to enter the race based on anticipated course completion times. Scattered teams, some more formal than others, include small groups of individuals with similarly themed costumes (e.g., this year’s winner was the Royal Wedding Party) to human centipedes that whiz by as leaders call out commands to ensure the unison stride of the multiple feet. Regardless of your interest, there seems to be a place for everyone.
  • Offer incentives for engagement: Bay to Breakers has a number of ways to entice individuals to participate and cultivate race commitment. Runners have opportunities to receive tangible prizes and recognition (e.g., race t-shirts, monetary prizes, fundraising incentives), as well as informal incentives such as social time with friends and opportunities to meet new people, which may be more of a motivation for participation.

As we are involved in community engagement across our various roles (e.g., funder, organizer, evaluator), let’s continue to think about the best structures and processes that welcome large numbers of diverse individuals and groups in a way that respects and builds upon differences, experiences and desires. By creating a welcoming space that promotes individual and collective expression, we can work better towards a shared purpose.