Capturing and Using Outcome
Based Results to Expand
Educational Programming
Jason Johnson
JLJOHNSON@tamu.edu
254.968.4144
“Clear ideas about what you plan to do and
why – as well as an organized approach to
capturing, documenting, and disseminating
program results – enhance the case for
investment in your program.”
WK Kellogg Foundation, Evaluation Handbook
The Emphasis on Outcome Based
Planning and Evaluation
“Not how many worms the
bird feeds its young, but how
well the fledgling flies”
United Way of America, 2002
Over 700,000 active charities in the United States
DOLLARS JOBS
ECONOMIC IMPACT ROI
A Logic Model is a roadmap of your program
highlighting how it is expected to work.
USDA Example
Basic Elements of A Logic Model
Inputs
• Money
• Staff
• Equipment
• Supplies
Services
• Mentoring
• Training
• Education
• Counseling
• Advocacy
• Skill building
activities
Outputs
• Hours of service
delivered
• Number of
participants served
• Number of referrals
to behavioral health
resources
• Number of classes
taught
Outcomes
• Increased
knowledge
• Changes in
attitudes and values
• Improved skills
• Modified behaviors
• Improved conditions
• Improved quality of
life
PROCESS FLOW CHART
Your Planned Work
Resources
& Inputs
Activities
What your program does.
Your Intended Results
Outputs
Outcomes
Impact
What changes you hope to achieve
Bloom’s
Taxonomy
of Learning
SYNTHESIS
EVALUATION
ANALYSIS
To create something, to integrate ideas into a
solution, to propose an action plan, to formulate a
new classification scheme
To judge the quality of something based on its
adequacy, value, logic, or use
To identify the organization structure; to
pull meaning from the parts, relations, and
organizing principles
APPLICATION
To apply knowledge to new situations,
to solve problems
COMPREHENSION
To understand, interpret,
compare, contrast, or explain
KNOWLEDGE
To know specific facts, terms,
concepts, principles or theories
OUTCOME
HIERARCHY
Of
Participant
Action
IMPLEMENT
DECIDE
DEVELOP
EVALUATE
UNDERSTAND
Take action to resolve open issues and
Improve conditions or quality of life
Differentiate between alternatives and
set goals for a selected course of action
Create plans or compile and organize
information needed to initiate action
Assess current situation and
potential alternatives
Relevant terminology,
issues and/or concepts
SMART OUTCOMES
Outcomes and Impacts should be SMART:
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•
•
•
•
Specific
Measurable
Action-oriented
Realistic
Timed
IMPLEMENT
DECIDE
DEVELOP
EVALUATE
UNDERSTAND
OUTCOMES / Priority Topics
•
•
•
•
•
•
•
•
•
•
•
•
Production Risk
Price or Market Risk
Financial Risk
Institutional / Legal Risk
Human / Personnel Risk
Economic Competitiveness
Employment / Jobs
Sustainable Practices
Healthcare Issues
Healthy Living / Child Obesity
Natural Disasters
Crisis of the Day
PARTICIPANTS / Priority Areas
•
•
•
•
•
•
•
•
Beginning Farmers/Ranchers
Legal Immigrant Farmers/Ranchers
Underserved Audiences / Commodity Groups
Retiring or Transitioning Farmers/Ranchers
Producers pursing New Markets or Technologies
Veterans and those returning from active service
Priority Regions / States / Geographical Areas
“At Risk” Populations
INPUTS / Partnerships
Those individuals, groups, entities, etc. that share a similar
MISSION, VISION, or VALUES to provide the TARGET
AUDIENCE with condition/status improving OUTCOMES.
• provide services that address the subject matter area
• find it advantageous to outsource the activities
• stand to benefit from condition improvements
Estate and Transition
Planning Workshop
for Agricultural
Producers
OUTPUTS
Participants
• 154 participants attended five Estate and Transition Planning Workshops;
representing 357 family members, partners or shareholders who also had
a working interest in the operation.
• The aggregated management tenure on the present farm/ranch by
participants was 5,440 Years.
• Owned/Managed Acreage of attendees: 77,970 acres in 58 Texas counties
as well as properties in Oklahoma, Iowa, and Colorado.
• 18% of Farms/Ranches in operation for less than 10 years; 24% operated
for 11 to 29 years; 27% operated for 30 to 49 years; 31% had been in
operation for over 50 years.
• Average age of attendee was 64.5 years of age with 4% under 44;
40% age 45 to 64; 36% age 65 to 74; and 20% over age 75.
PRIOR TO ATTENDING THE WORKSHOP:
• 85% had created a Will.
• 63% had created Power of Attorney forms.
• 64% had completed Medical Directive documents.
OUTPUTS Activities & Products
Which resources are you most likely to use in
developing or completing your plans?
•
•
•
•
•
•
•
•
•
•
•
•
•
•
81%
75%
66%
64%
56%
46%
45%
43%
34%
33%
30%
29%
22%
19%
Estate Plan Checklist
Trust/Will Review Checklist
Transition and Estate Planning Goals Prioritization
Estate Planning Questionnaire
Fair vs. Equitable Treatment of Heirs Exercise
Financial Emergency Preparedness Record Keeping File
Integrated Balance Sheet and Net Worth Worksheet
Farm Transfer Plans Worksheet
Retirement Income and Expenses Worksheet
Transition Plan Goals Clarification Worksheet
Succession Planning Self Assessment
Long Term Care Insurance Assessment Tool
IRA Plan Alternatives Summary
Life Insurance Needs Assessment Worksheet
OUTCOMES
As a result of attending the workshop
• 98% indicated they are more familiar with estate planning terminology.
• 94% indicated they are more likely to communicate their estate plans with family.
• 89% indicated they know the actions needed to minimize their estate subject to
probate.
• 98% indicated they understand who should be included in their estate planning
team.
• 98% indicated they know what information they need to compile to discuss estate
planning with their professional team.
• 78% indicated that they know if they face potential estate/gift tax concerns.
In the next 6 months following the workshop:
• 73% indicated that they plan to visit with their attorney to revise/modify their Will
as a result of what they learned at the workshop.
• 84% indicated that they plan to review their retirement income needs and the
reliance on the farm/ranch to meet them.
• 54% indicated that they plan to review their (life, Health, Long-Term Care, etc.)
insurance coverage.
Estate and Transition
Planning Workshop for
Agricultural Producers
Always allow time and space for
open-ended feedback from participants
"I wish this material was available on a website. I could refer my
customers to it when they begin planning their estate, retirement
planning, and the transition. I'm an officer at a bank in the area
and come in contact with individuals who need this information on
a daily basis."
Stephenville - Estate and Transition Planning for Agricultural
Producers Workshop Participant
“We collaborate with organizations to develop proposals that align with our strategic
priorities and the organization’s focus and capabilities. This is an interactive process,
building on the strengths of both organizations to shape a well-crafted grant that will
achieve the intended results.”
“We collaborate with organizations to develop proposals that align with our strategic
priorities and the organization’s focus and capabilities. This is an interactive process,
building on the strengths of both organizations to shape a well-crafted grant that will
achieve the intended results.”