MEETING MINUTES

WORKPLACE DISPUTES SECTION

JUNE 15, 1999

 

EVALUATION OF AN ADR PROGRAM: PART TWO

 

The Workplace Dispute Section session, AEvaluation of an ADR Program: Part Two,@ was held on Tuesday, 15 June 1999 in the Auditorium at the Federal Deposit Insurance Corporation, 801 17th Street N.W., Washington, D.C. The session was chaired by Martha McClellan, Counsel, FDIC, and attended by representatives of 20 federal agencies. The session was opened at 9:15 a.m. and closed at 11:30 a.m.

 

INTRODUCTION AND OVERVIEW OF SESSION

Martha McClellan

Counsel

FDIC

 

Welcomed the group then explained the purpose and process of the meeting.

_ Participants are informed of upcoming Workplace Disputes Section meetings sponsored by FDIC and USPS. They are also reminded that the Department of Justice will soon be sending out a letter to all agencies requesting an end of the year report describing their new or improved ADR program.

_ The purpose of this session is to provide an opportunity for participants to consult with ADR evaluation experts on specific issues that concern agencies that are either beginning or in the process of evaluating their ADR programs.

 

GROUP CONSULTATIONS

 

For the first half of the session, attendees participated in one of five pre-chosen consultation groups, each of which covered a separate evaluation topic. An expert in the field of evaluation lead each group with a brief presentation on their particular topic, after which the discussion was opened up for individual questions. After approximately 50 minutes, participants changed groups for the second round of consultations.

 

I. Pre-Design Issues

Identifying goals and audience, choosing strategy

 

Martha McClellan

Counsel

Federal Deposit Insurance Corporation

 

 

Round One Participants:

_ Patricia Abdullah

_ Dan Callahan

_ Karen Kimball

_ Cindy Mazur

_ Edward Novak

 

 

 

Round Two Participants:

_ Alberto Cornejo

_ Joanne Crowder

_ Emily Hickey

_ Gary Lawson

_ Alan Weinstein

 

Group Consultation Notes:

 

Pre-design = planning + preparation

Issues:

_ Determining Goals/Objectives

_ Identifying Audiences

_ Determining How results are to be used

_ Considerations of Time/Expense

_ Selecting an Evaluator

 

VI. Data Gathering I:

Surveys, questionnaires, focus groups, interviews

 

Dolores Crawford

Mediation Program Manager

General Accounting Office

 

Round One Participants:

_ Carolyn Brooks

_ Regina Budd

_ Fred Conway

_ Alberto Cornejo

_ Joanne Crowder

_ Alan Weinstein

 

 

 

Round Two Participants:

_ Patricia Abdullah

_ Eileen Connolly

_ Sharon Hogan

_ Karen Kimball

_ Sheila Walcott

 

Group Consultation Notes:

 

How do you collect data?

_ Individuals

- Interview

- Focus Group

- Survey

_ Documents

- Records

- Case files

- Accounting records

- Existing studies

_ Observation

 

XI. Data Gathering II:

Surveys, questionnaires, focus groups, interviews

 

Kate Dorrell

Training Officer

Department of Labor

 

Round One Participants:

_ Nicola Goren

_ Tanya Luckett

_ Paula Small

 

 

 

Round Two Participants

_ Roderick Locklear

_ Cindy Mazur

_ Edward Novak

_ Kathy Recker

 

Group Consultation Notes:

 

Data Uses:

_ Marketing

_ Manage

_ Resources

_ Improve

 

Data Sources

_ Documents

- Case files

- Program plan

- Budget/staffing

- Case tracking data

_ People

- Participants

- Mediators

- Program staff

- Other stakeholders

- Experts

_ Tools

- Surveys

- Participant interviews

- Focus groups

- Post evaluations

 

 

 

 

 

 

 

 

_ What and how to capture to evaluate Y

 

Criterion

Measure

Data Point/Source

 

Efficiency

 

_ time

_ people

_ cost

 

 

Effectiveness

 

Outcomes

Durability

Effect

 

 

Satisfaction with Y

 

Process

Relationship

Outcome

 

 

Administration

(Does the design work?)

 

-organization

responsibilities

-access

understanding

-quality

 

 

 

_ If program is facing resistance, use focus groups to find out what the resistance is. If departmental cooperation is a problem, gather data to sell a global approach.

_ After producing a survey, test it before implementing its use in the program. Hand out copies to 20 friends, then set up a spreadsheet to see if the questions can generate data that is easy to enter. If not, change the questions.

_ Always use short questionnaires. Using ten of the most important questions is usually best.

 

IV. Data Analysis:

Performance indicators, quantitative, qualitative

Tom Louthan

Director, ADR Programs

National Office Appeals

 

Round One Participants:

_ Sharon Hogan

_ Gary Lawson

_ Beverly Moore

_ Dominica Parks

 

_ Kathy Recker

_ Linda Williams

 

 

 

Round Two Participants:

_ Bob Amrhein

_ Regina Budd

_ Dan Callahan

_ Fred Conway

 

 

_ Nicola Goren

_ Clint Janes

_ Teena Johnson

_ Tanya Luckett

 

Group Consultation Notes:

 

_ It is important to set up a system for data analysis. Use the same people who designed the data gathering tools to do the analysis.

_ Routine analysis of data allows a head start on complaints. Monthly analysis is best and can be done easily if surveys are automated and put on the Internet. This way data is calculated automatically.

_ Comments on surveys are important and the best way to analyze them is by grouping them in categories after having read through them carefully.

 

IV. Reporting Data:

Organization, methods, audience, implications, distribution

 

Lee Scharf

ADR Program Coordinator

Office of Site Remediation Enforcement

Environmental Protection Agency

 

Round One Participants:

_ Bob Amrhein

_ Eileen Connolly

_ Emily Hickey

_ Teena Johnson

_ Roderick Locklear

_ Sheila Walcott

 

 

 

Round Two Participants:

_ Carolyn Brooks

_ Beverly Moore

_ Dominica Parks

_ Paula Small

_ Linda Williams

 

Group Consultation Notes:

 

_ Writing a report gives the program justification. It is a reflection process because you are forced to ask the question, "What are we really trying to do?"

_ There are several issues to consider once you have reached the reporting stage. First, will the report be in the form of a briefing or a written report. If it will be a briefing, it's important to remember to explain both your methods and the data as simply as possible by using bullets or a PowerPoint presentation. Be prepared for questions and invite feedback in your briefing.

_ Statutes and legislative acts often require written reports, but they are also useful because they provide a single text for reference. First, determine what information needs to be communicated. Not only discuss the strengths, but also admit the weakness and always include recommendations.

_ Early on in the evaluation process, determine who will disseminate the report. The evaluator or program managers are two choices.

_ The following are some tips on how to enhance a report:

-

- involve stakeholders

- tailor to audience needs

- be clear and accurate

 

 

 

- be honest and direct

- note limitations

- remember, "critics are a gift"