3. Determine which qualitative evaluation applications are especially appropriate given the evaluation’s purpose and priorities.

Below are evaluation issues for which qualitative methods can be especially appropriate. This is not an exhaustive list, but is meant to suggest possibilities. The point is to assure the appropriateness of qualitative methods for an evaluation.
  • Checklist of standard qualitative evaluation applications—determine how important it is to:
    • Evaluate individualized outcomes—qualitative data are especially useful where different participants are expected to manifest varying outcomes based on their own individual needs and circumstances.
    • Document the program’s processes—process evaluations examine how the program unfolds and how participants move through the program.
    • Conduct an implementation evaluation, that is, look at the extent to which actual implementation matches the original program design and capture implementation variations.
    • Evaluate program quality, for example, quality assurance based on case studies.
    • Document development over time.
    • Investigate system and context changes.
    • Look for unanticipated outcomes, side effects, and unexpected consequences in relation to primary program processes, outcomes, and impacts.
  • Checklist of qualitative applications that serve special evaluation purposes—determine how important it is to:
    • Personalize and humanize evaluation—to put faces on numbers or make findings easier to relate to for certain audiences.
    • Harmonize program and evaluation values; for example, programs that emphasize individualization lend themselves to case studies.
    • Capture and communicate stories—in certain program settings a focus on “stories” is less threatening and more friendly than conducting case studies.

  • Evaluation models: The following evaluation models are especially amenable to qualitative methods—determine which you will use.
    • Participatory and collaborative evaluations—actively involving program participants and/or staff in the evaluation; qualitative methods are accessible and understandable to nonresearchers.
    • Goal-free evaluation—finding out the extent to which program participants’ real needs are being met instead of focusing on whether the official stated program goals are being attained.
    • Responsive evaluation, constructivist evaluation, and “Fourth Generation Evaluation” (see checklist on constructivist evaluation, a.k.a. Fourth Generation Evaluation).
    • Developmental applications: Action research, action learning, reflective practice, and building learning organizations—these are organizational and program development approaches that are especially amenable to qualitative methods.
    • Utilization focused evaluation—qualitative evaluations are one option among many (see checklist on utilization-focused evaluation).
QEC Home
3