Fundamentals of Performance Improvement: A Guide to Improving People, Process, and Performance, 3rd Edition

24

Planning and Conducting Evaluation

Evaluation is more than a phase of the Performance Improvement/HPT Model; it is the integrating force that proves the merit, worth, and value of the entire performance improvement effort. This chapter is a guide to planning and conducting the four types of evaluation introduced in Chapter 23—formative, summative, confirmative, and meta evaluation.

The performance improvement practitioner and/or evaluator takes a leadership role in planning and conducting evaluation. During the evaluation phase, shown in Figure 24.1, the performance improvement practitioner or evaluator is traditionally responsible for performing or monitoring seven major tasks,¹ whether the evaluation is formative, summative, confirmative, ...