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1. Introduction
All over the world there is a huge
amount of money spent on IT (e.g. Seddon, 2001). It is therefore
important to evaluate the outcome. Evaluation is never an easy task and
consequently there are a lot of suggestions for how to evaluate
IT-system. Much of the literature on evaluation takes a formal-rational
view and sees evaluation as a largely quantitative process of
calculating the likely cost/benefit on the basis of defined criteria (Walsham,
1993). There are also interpretative approaches (e.g. Remenyi, 1999;
Walsham, 1993). The interpretative perspective views IT-systems often as
social systems that have information technology embedded into it (Goldkuhl
& Lyytinen, 1982).
There are formative and summative
approaches containing different measures or criteria. Some approaches
are focusing on harder economical criteria and others are focusing on
softer user-oriented criteria. According to Walsham (1993) and Scriven
(1967) formative evaluation aims to provide systematic feedback to the
designers and implementers while summative evaluation is concerned with
identifying and assessing the worth of programme outcomes in the light
of initially specified success criteria after the implementation of the
change programme is completed. The criteria used are often derived from
one specific perspective or theory.
All of the approaches,
formal-rational, interpretative or criteria-based, are different ways
and their primary message is how the evaluator should act in order to
perform evaluation. Besides this “how-message” it is also important to
decide about what to evaluate. When evaluating IT-systems we can think
of at least two different situations that can be evaluated. In this
paper, we differ between evaluation of IT-system as such and evaluation
of IT-systems in use. From the questions of how to evaluate and what to
evaluate we derive a matrix consisting of two dimensions “how to
evaluate” and “what to evaluate”. The combination of the two dimensions
results in six different evaluation types and the purpose of this paper
is to, on an ideal typical level, identify and characterise each of the
derived evaluation types. The aim of the matrix is to support different
choices of how to perform an evaluation depending on the evaluation
situation.
The different ways of how to
evaluate and what to evaluate are identified from reading literature and
from insights from empirical findings in evaluation projects where we
have participated (Ågerfalk et al., 2002).
2. Strategies concerning how to
evaluate
We distinguish between three types
of strategies:
§ Goal-based evaluation
§ Goal-free evaluation
§ Criteria-based evaluation
The differentiation is made in
relation to what drives the evaluation. Goal-based evaluation means that
explicit goals from the organisational context drive the evaluation.
These goals are used to measure the IT-system. The goal-free evaluation
means that no such explicit goals are used. Goal-free evaluation is an
inductive and situationally driven strategy. Criteria-based evaluation
means that some explicit general criteria are used as an evaluation
yardstick. The difference to goal-based evaluation is that the criteria
are general and not restricted to a specific organisational context.
2.1 Goal-based evaluation
Goal-based evaluation can be seen
to be formal-rational to its character (e.g. Walsham, 1993). Walsham
means that a formal-rational view sees evaluation mainly as quantitative
process of calculating the likely costs and benefits. According to
Patton (1990) goal-based evaluation is defined as measuring the extent
to which a program or intervention has attained clear and specific
objectives. The focus is on intended services and outcomes of a program
– the goals. Good et al (1986) claim that evaluations should be
measurable and that the evaluation should meet the requirements
specification.
One common criticism of the
formal-rational view is that such evaluation concentrates on technical
and economical aspects rather than human and social aspects (Hirschheim
& Smithson, 1988). Further Hirschheim & Smithson means that this can
have major negative consequences in terms of decreased user satisfaction
but also broader organizational consequences in terms of system value.
We agree with the criticism of Hirschheim & Smithson, but when analysing
goal-based evaluation in an ideal typical way there is no imperative
relation between a focus on technical and economical aspects and
goal-based evaluation. Of course, the stated goals can be of a human or
organisational character. However, the traditional way of understanding
goal-based evaluation is often related to harder measurable goals.
Further, there is no imperative
relation between a goal-based approach, and a quantitative process. A
judgement of, if the goals have been fulfilled can be evaluated with a
qualitative process. As we see it, the differences between a
quantitative and qualitative strategy is that the quantitative strategy
aims to decide if the goals are fulfilled and which goals that are
fulfilled. The fulfilment of the goals will be expressed in quantitative
numbers. There are also goals of more social or human character. The
fulfilment of these types of goals is preferably expressed in
qualitative terms. The qualitative process has also, besides the if- and
which questions, a better possibility to describe how the goals are
fulfilled. This means that the qualitative approach aims at achieving
richer descriptions. The goals that are used for evaluation are derived
from an organisational context. That means that they are situationally
applicable, which means that they act like specific business goals.
The basic strategy of this approach
is to measure if predefined goals are fulfilled or not; to what extent
and in what ways. The approach is deductive. What is measured depends on
the character of the goals and a quantitative approach as well as
qualitative approach could be used. In this paper we adopt the concept
of goal-based evaluation from Patton (1990) in order to identify this
approach.
2.2 Goal-free evaluation
The second identified approach is a
more interpretative approach (e.g. Remenyi, 1999; Walsham, 1993). The
interpretative perspective views IT-systems as social systems that have
information technology embedded into it (Goldkuhl & Lyytinen, 1982). The
aim of interpretive evaluation is to gain a deeper understanding of the
nature of what is to be evaluated and to generate motivation and
commitment (Hirschheim & Smithson, 1988). The involvement of a wide
range of stakeholder groups is often considered essential to this
approach of evaluation. This can also be a practical obstacle where time
or resources for the evaluation are short. Patton (1990) uses the term
goal-free evaluation. Goal-free evaluation is defined as gathering data
on a broad array of actual effects and evaluating the importance of
these effects in meeting demonstrated needs (Patton, 1990, Scriven,
1972). The evaluator makes a deliberate attempt to avoid all rhetoric
related to program goals; no discussion about goals is held with staff;
no program brochures or proposals are read; only the program’s outcomes
and measurable effects are studied. The aim of goal-free evaluation is
to (Patton, 1990):
1) avoid the risk of
narrowly studying stated program objectives and thereby missing
important unanticipated outcomes
2) remove the negative
connotations attached to discovery of unanticipated effect: “The hole
language of side-effected or secondary effect or even unanticipated
effect tended to be a put-down of what might well be a crucial
achievement, especially in terms of new priorities.”
3) eliminate the perceptual
biases introduced into an evaluation by knowledge of goals; and
4) maintain evaluator
objectivity and independence through goal-free conditions
In this paper, we adopt the concept
of goal-free evaluation from Patton (1990) in order to identify this
approach. The basic strategy of this approach is inductive evaluation.
The approach aims at discover qualities of the object of study. One can
say that the evaluator makes an inventory of possible problems and that
the knowledge of the object of study emerges during the progress of the
evaluation. As will be shown later in this paper, a goal-free evaluation
does not need to be performed with a “high degree of involvement”.
2.3 Criteria-based
evaluation
The third identified approach is a
criteria-based approach. There are lot of criteria-based approaches
around such as checklists, heuristics, principles or quality ideals. In
the area of human-computer interaction you can find different checklists
or heuristics (e.g. Nielsen, 1994; Nielsen, 1993, Shneiderman, 1998).
What is typical for these approaches is that the IT-systems interface
and/or the interaction between users and IT-systems acts as a basis for
the evaluation together with a set of predefined criteria. More action
oriented quality ideals and principles for evaluation can be found in
Cronholm & Goldkuhl (2002) and in Ågerfalk et al (2002). The basis for
these action-oriented ideals is to understand if and how the IT-system
support the actions performed in the business (see discussion of
IT-systems in section 3.1)
The criteria used are grounded in
and derived from one or more specific perspectives or theories. For
example, the criteria in Nielsen’s (1994) checklist are derived from
cognitive science and computer science. The action-oriented ideals are
mainly derived from language action theory but also inspired by
usability issues. Using criteria means to set focus on certain qualities
that according to the perspective is important to evaluate. At the same
time the attention according to the criteria also de-emphasize other
qualities. The criteria chosen governs the evaluator’s attention and
thereby the kind of knowledge the evaluator achieves.
Another difference in comparison to
goal-based evaluation is that the criteria that are used are not derived
from a specific organisational context. That means that they are more
general applicable (see section 2.1). Ideal typically, the basic
strategy of criteria-based evaluation is deductive. The word criteria is
often used in relation to pre-ordinate designs, and the use of this term
has a ‘hard’ scientific feel which supports the tendency to prioritize
technical and quantitative data (Walsham, 1993). Ideal typically this
view is too limited. A criteria-based approach does not exclude of
softer criteria; confer for example Ågerfalk et al (2002).
3. Strategies concerning what to
evaluate
We distinguish between two
strategies; evaluating:
§ IT-system as such
§ IT-system in use
IT-systems can be viewed from many
different perspectives. Our framework for IT evaluation is not dependent
on any particular perspective.
3.1 IT-systems as such
Evaluating IT-systems as such means
to evaluate the IT-system without any involvement from users. In this
situation there are only the evaluator and the IT-system involved. The
data sources that could be used for this strategy is the IT-system
itself and possible documentation of the IT-system. How the evaluation
is performed depends on the “how-strategy” chosen. Choosing to evaluate
“It-systems as such” does not exclude any of the strategies of “how to
evaluate”. The evaluator could use a goal-based, goal-free or
criteria-based strategy.
The outcome of the evaluation is
based on the evaluator’s understanding of how the IT-system supports the
organisation. This strategy is free from user’s perceptions of how the
IT-system benefits to their work. The evaluation object is the IT
artefact per se. There is no study of real users’ situational use of the
system. The study object is the system and of course its intended use
through its implemented functionality. The evaluator explores what is
possible to do with the system.

Figure 1: Two possible data sources
for IT-systems in use
3.2 IT-systems in use
The other strategy of “what to
evaluate” is “IT-systems in use”. Evaluating IT-systems in use means to
study a use situation where a user interacts with an IT-system. This
analysis situation is more complex than the situation “IT-systems as
such” since it also includes a user, but it also has the possibility to
give a richer picture.
The data sources for this situation
could be interviews of the users and their perceptions and understanding
of the IT-system’s quality, observations of users interacting with
IT-systems, the IT-system itself and the possible documentation of the
IT-system. Compared to the strategy “IT-systems as such” this strategy
offers more possible data sources. When there are high requirements on
data quality the evaluator can chose to combine all the data sources in
order to reach high degree of triangulating. If there are fewer
resources at hand the evaluator can chose one or two of the possible
data sources.

Figure 2: Four possible data
sources for IT-system in use
An argument for choosing the
strategy “IT-systems in use” is presented by Whiteside & Wixon (1987).
They claim “… usability becomes a purely subjective property of the
interaction between a specific user and the computer at a specific
moment in time”. There are always subjective perceptions such as the
users attitude towards an IT-system that are more difficult to measure.
How the evaluation of “IT-systems
in use” is performed depends on the “how-strategy” chosen (see section
2). Ideal typically, it is possible to choose any of the three
strategies goal-based, goal-free or criteria-based when studying
“IT-systems in use”. The outcome of this evaluation is not only based on
the evaluator’s understanding of how the IT-system support the
organisation. It is also based on the users perceptions of how the
IT-system supports their work.
4. Characterisation of six generic
types of evaluation
Combining the three approaches of
“how to evaluate” and the two approaches of “what to evaluate” gives a
matrix of six generic types of evaluation (see table 1).
Table 1: The matrix of six generic
types of information systems evaluation
|
|
IT-systems as such |
IT-systems in use |
|
Goal-free evaluation |
Type 1 |
Type 4 |
|
Goal-based evaluation
|
Type 2 |
Type 5 |
|
Criteria-based evaluation |
Type 3 |
Type 6 |
In this section, we will
characterize the six different types in order highlight similarities and
differences. The characterization is done through classifying the
evaluation types according to some general criteria:
§ Main perspective
§ What to achieve knowledge about
§ Data sources
§ Deductive or inductive
§ Who will participate
§ When to chose this type
Besides characterising each type,
we also give a suggestion of how to perform the evaluation process. We
recommend always to start with planning the evaluation. This means to
decide upon the following issues: the scope, the level of detail of the
evaluation, time, resources and who should evaluate. It also includes
identifying the assigner of the evaluation, the data providers and the
client (user) of the result. Planning of the evaluation should include
other preparations for the evaluation. The evaluator’s pre-knowledge of
the context needs to be established. This can be done through a
description of the business processes and an overview of the IT-system.
The evaluation plan works as a base for choosing one or a combination of
several evaluation types (see figure 3). The evaluation process should
end with conclusions. The conclusions should consist of a summarised
problem analysis and strength analysis. The most salient problems should
be highlighted in a problem priority list. If possible, the conclusions
should include recommendations for change measures. The specific
evaluation process for each type is described in section 4.1-4.6.

Figure 3: The general evaluation
4.1 Type 1 - Goal-free
evaluation of IT-systems as such
This type is a combination of
goal-free evaluation and IT-systems as such. This combination means that
the evaluation is performed more open minded and that the object of
evaluation is the IT-system as such (see 0). Using an open mind means
that the evaluator explores different qualities of the IT-system. The
strategy is inductive (see section 2.2). The data sources for this type
are the IT-system itself and descriptions of the IT-system. This type
has a low degree of participation and is normally chosen when an
introductory study is desired. One aim of the evaluation is to increase
the evaluator’s pre-knowledge of the evaluation context.
Table 2: Characterization of
goal-free evaluation of IT-systems as such
|
Main perspective |
Open minded approach |
|
What to achieve
knowledge about |
To gain a broader understanding of the IT-system,
an introductory knowledge that can be further deepened |
|
Data sources |
The IT-system, descriptions of the IT-system
|
|
Deductive or inductive |
Inductive |
|
Who will participate |
Evaluator expert |
|
When to chose this type |
When an introductory study is wanted in order to
be acquainted with the IT-system, when there are fewer resources at
hand, when there are no users available |
In order to perform a goal-free
evaluation of IT-systems as such we suggest the evaluator describes the
functionality of the IT-system and walks through the IT-system in an
explorative way. This is done by studying the IT-system itself, the
documentation of the IT-system and by interviews with the system owner.
The explorations should be evaluated in terms of strengths and problems.
This means that the evaluator performs an introductory open minded and
problem finding evaluation. We think that this type should in most cases
be combined with another evaluation type(s). Therefore, a result from
using this type should be a recommendation of a continued evaluation of
some other type.
4.2 Type 2 - Goal-based
evaluation of IT-systems as such
This type is a combination of
goal-based evaluation and IT-system as such. This combination means that
the evaluation is performed according to some predefined business goals
and that the object of evaluation is the IT-system (see 0). According to
the literature the perspective of goal-based evaluation often is
technical and economical. We mean that the perspective depends on the
character of the goals (see section 2.1). Using a goal-based evaluation
combined with studying IT-systems as such means that the evaluator wants
to decide if the goals have been fulfilled. The strategy can be seen to
be deductive, since the evaluator uses the goals as hypotheses to be
“verified” as working and fulfilled. The data sources for this type,
besides the IT-system is goal descriptions, requirement specifications
and descriptions of the IT-system. This type has a low degree of
participation and can be chosen when a focused evaluation according to
the stated goals is wanted or when there are fewer resources at hand.
In order to perform a goal-based
evaluation of IT-systems as such we suggest that the evaluator describes
the business goals and the functionality of the IT-system. Business
goals can be found in documents such as strategy or goal documents or
can be identified through interviews with business managers. The next
step is to describe the functionality of the IT-system. This is done by
studying the IT-system itself, the documentation of the IT-system and by
interviews with the system owner. When the business goals and the
IT-system’s functionality are described a goal-based evaluation of the
IT-system can be performed. This means that evaluator decides if the
IT-system’s functionality meets the business goals.
Table 3: Characterization of
goal-based evaluation of IT-systems as such
|
Main perspective |
Depends on the character of the goals |
|
What to achieve knowledge about |
Has the IT-system fulfilled the desired business
goals? The IT-systems’ potential positive and negative consequences
for the business. What is the presumed contribution of the
IT-system? |
|
Data sources |
IT-system, goal descriptions, requirement
specifications, descriptions of the IT-system |
|
Deductive or inductive |
Deductive |
|
Who is participating |
Evaluator expert |
|
When to chose this type |
When a clearly focused evaluation is wanted, when
there are fewer resources at hand, when there are no users available |
4.3 Type 3 -
Criteria-based evaluation of IT-systems as such
This type is a combination of
criteria-based evaluation and IT-system as such. This combination means
that the evaluation is performed according to some predefined general
criteria and that the object of evaluation is the IT-system (see 0). The
evaluation perspective depends on the character of the criteria (see
section 2.3). Using a criteria-based evaluation combined with studying
IT-systems as such means that the evaluator wants to decide if the
IT-systems’ quality meets the criteria used. The strategy is deductive.
The evaluator wants to check if the system fulfils the evaluation
criteria.
The data sources for this type are
the IT-system itself, descriptions of the IT-system and descriptions of
the criteria. This type has a low degree of participation. This type
could be chosen when a focused evaluation according to the chosen
criteria is desired or when there are fewer resources at hand.
Table 4: Characterization of
criteria-based evaluation of IT-systems as such
|
Main perspective |
Depending on the character of the criteria |
|
What to achieve knowledge about |
The quality of the IT-system according to the
perspective that is underpinning the criteria |
|
Data sources |
The IT-system,
descriptions of the IT-system, descriptions of the criteria. |
|
Deductive or inductive |
Deductive |
|
Who will participate |
Evaluator expert |
|
When to chose this type |
When a focused evaluation is wanted, when there
are less resources at hand, when there are no users available
|
In order to perform a
criteria-based evaluation of IT-systems as such we suggest that the
evaluator starts with choosing appropriate criteria. The criteria chosen
depends on the desired evaluation perspective. During the evaluation,
the criteria both support focusing and limitation. Different
perspectives are discussed in section 2.3 above. The next step is to
describe the functionality of the IT-system. As mentioned above, this is
done by studying the IT-system itself, the documentation of the
IT-system and by interviews with the system owner. When the criteria and
the IT-system’s functionality are described a criteria-based evaluation
can be performed. This means that evaluator decides if the IT-system’s
functionality meets the criteria.
4.4 Type 4 – Goal-free
evaluation of IT-systems in use
This type is a combination of
goal-free evaluation and IT-systems in use. This combination means that
the evaluation is performed open minded and that the object of
evaluation is the IT-system in use (see 0). Using an open mind means
that the evaluator discovers different qualities of the IT-system
independent of existing goals. The strategy is inductive since the
evaluator strives to be free from predefined values (see section 2.2).
One major difference between this
type and type 1 is that there are more data sources at hand. Besides the
IT-system and descriptions of the IT-system there is interaction between
users and the IT-system. This interaction can be observed. Interviews of
the users’ understanding, attitudes and opinions are another possible
data source. This type also offers possibilities for a broader
participation than type 1 does. Besides the evaluator there are also
users involved. This type could be chosen when a broad and deep
evaluation is desired and when there are more resources at hand.
In order to perform a goal-free
evaluation of IT-systems in use we suggest that the evaluator describes
the functionality of the IT-system, a description of users (their
pre-knowledge, IT-maturity, role, responsibility) and the interaction
between the users and the IT-system. Describing the IT-systems
functionality is done by studying the IT-system itself, the
documentation of the IT-system and by interviews with the system owner.
The user interaction can be observed using a technique called “think
aloud” (Monk et al, 1993). The observations could be combined with
follow-up interviews. This type is also explorative to its character.
The explorations should be evaluated in terms of strengths and problems.
Table 5: Characterization of
goal-free evaluation of IT-systems in use
|
Main perspective |
Open
minded approach |
|
What to achieve knowledge about |
To gain a deeper and
broader understanding of the IT-system itself, its role in the
business and its social and organizational consequences |
|
Data sources |
The IT-system, observations of interactions, the
users perceptions of the IT-system, the users pre-knowledge
(IT-maturity) |
|
Deductive or inductive |
Inductive |
|
Who will participate |
Evaluator expert, users |
|
When to chose this type |
When a thoroughly evaluation is desired
|
4.5 Type 5 - Goal-based
evaluation of IT-systems in use
This type is a combination of
goal-based evaluation and IT-systems in use. This combination means that
the evaluation is performed according to some predefined business goals
and that the object of evaluation is the IT-system in use (see 0). The
evaluation perspective depends on the character of the goals (see
section 2.1). Using a goal-based evaluation combined with studying
IT-systems in use means that the evaluator wants to decide if the goals
have been fulfilled. The strategy is thus deductive.
One major difference between this
type and type 2 is that there are more data sources at hand. Besides the
IT-system, goal descriptions, requirement specifications and
descriptions of the IT-system there is an interaction between users and
the IT-system to be studied. This interaction can be observed. This
interaction depends also on the user’s understanding and attitudes
regarding the IT-system. Interviews of the users’ understanding,
attitudes and opinions are another possible data source. This type also
offers possibilities for a broader participation than type 2 does.
Besides the evaluator there are also users involved. This type could be
chosen when a focused evaluation according to the stated goals is wanted
or when there are more resources at hand.
Table 6: Characterization of
goal-based evaluation of IT-systems in use
|
Main perspective |
Depends on the character of
the goals |
|
What to achieve knowledge about |
Has the
IT-system fulfilled the desired business goals? The IT-systems’
obtained positive and negative consequences for the business. What
is the accomplished contribution of the IT-system? |
|
Data sources |
IT-system, goal descriptions, requirement
specifications, descriptions of the IT-system, the interaction
between users and the IT-system, the users perceptions of the
IT-system |
|
Deductive or inductive |
Deductive |
|
Who will participate |
Evaluators and users |
|
When to chose this type |
When a clearly focused evaluation is wanted, when
there are more resources at hand. |
In order to perform a goal-based
evaluation of IT-systems in use we suggest that the evaluator begins
with describing the business goals and the functionality of the
IT-system. As mentioned above, business goals could be found in
documents such as strategy or goal documents or can be identified
through interviews with business managers. In the next step the
evaluator describes the functionality of the IT-system. Since this type
also includes a use situation there are other data sources. The
evaluator should observe the interaction between the users and the
IT-system and the evaluator should also interview the users about their
attitudes towards the IT-system. Furthermore, the evaluator should
describe the users’ pre-knowledge, IT-maturity, role and responsibility.
When the goals, the IT-system’s functionality, the interaction and the
users’ pre-knowledge are described a goal-based evaluation can be
performed. This means that the evaluator decides if goals are met.
4.6 Type 6 - Criteria
-based evaluation of IT-systems in use
This type is a combination of
criteria-based evaluation and IT-system in use. This combination means
that the evaluation is performed according to some predefined general
criteria and that the object of evaluation is the IT-system in use (see
0). The evaluation perspective depends on the character of the criteria
(see section 2.3). Using a criteria-based evaluation combined with
studying IT-systems as such means that the evaluator wants to decide if
the IT-systems’ quality meets the criteria used. The strategy is
deductive.
One major difference between this
type and type 3 is that there are more data sources at hand. Besides the
IT-system and descriptions of the IT-system, there is an interaction
between users and the IT-system. Similar to type 4 and 5 this
interaction can be observed. This interaction also results in an
understanding and attitudes of the user regarding the IT-system.
Interviews of the users’ understanding, attitudes and opinions are
another possible data source. This type also offers possibilities for a
broader participation than type 3 does. Besides the evaluator there are
also users involved. This type could be chosen when a focused but not
limited evaluation according to the criteria is desired or when there
are more resources at hand.
Table 7: Characterization of
criteria-based evaluation of IT-systems in use
|
Main perspective |
Depending on the character
of the criteria |
|
What to achieve knowledge
about |
To gain a deeper and broader
understanding of the IT-system and the users perception the
IT-system |
|
What to study |
The IT-system, descriptions of
the IT-system, descriptions of the criteria, observations of
interactions, the users perceptions of the IT-system, the users
pre-knowledge (IT-maturity) |
|
Deductive or inductive |
Deductive |
|
Who will participate |
Evaluator, users,
|
|
When to chose this type |
When a thoroughly evaluation
is desired that is depending on the chosen set of criteria. When
there are more resources at hand |
In order to perform a
criteria-based evaluation of IT-systems in use we suggest that the
evaluator begins with choosing appropriate criteria. As mentioned above,
the criteria chosen depends on the evaluation perspective wanted. Next,
the evaluator describes the functionality of the IT-system. Since this
type also includes a use situation there are other data sources. The
evaluator should observe the interaction between the users and the
IT-system and the evaluator should interview the users about their
attitudes towards the IT-system. The evaluator should also describe the
users’ pre-knowledge, IT-maturity, role and responsibility. When the
goals, the IT-system’s functionality, the interaction and the users
pre-knowledge are described a criteria-based evaluation is performed.
This means that the evaluator decides if the chosen criteria are met.
5. Conclusions
In this paper, we have discussed
and characterised six generic types of evaluation based on three
strategies of how to evaluate and two strategies of what to evaluate.
The evaluation types are generated from studying literature but also
abstracted from empirical findings in evaluation projects. We have
analysed the six evaluation strategies as ideal types.
We conclude that the ideal typical
analysis has contributed to question some tight couplings between a
goal-based evaluation and a quantitative process. In the literature,
goal-based evaluation is traditionally often described as
formal-rational, quantitative and focusing on measurable goals that
often are of more technical and economical character. Our analysis shows
that this must not be the case. It is possible to use a goal-based
approach and a qualitative process (see section 2.1 and 4.2). We think
that the confusion has to do with traditional ways of looking at
evaluation. Concepts like measurable, quantitative, goals and deduction
are often clustered and related to positivism. On the other side,
concepts like interpretation, qualitative and induction are often
clustered and related to hermeneutics.
In this paper, we have tried to
nuance the different approaches of evaluation. Metaphorically one can
say that we have shown that it is possible to mix eggs from different
baskets. Further, we have identified, explained, characterised and
exemplified different evaluation types. The evaluation types are derived
from a matrix and the purpose of the matrix is to support different
choices of how to perform evaluation depending on the evaluation
situation.
These different evaluation types
can in a practical evaluation situation be utilised together in combined
ways. They can be used in different stages, where evaluation results
from the earlier stages inform the later ones. It might also be possible
to combine some of these types in an integrative way with instant
changes in attention. Goal-based, goal-free and criteria-based can be
seen as three fundamental attitudes which can applied in evaluative
situations. An alternation between these attitudes might be possible to
do during a combined evaluation process.
As further research we propose an
analysis of how the different evaluation types can be combined (for
triangulating purposes). There is also a need to refine and
operationalize process models for each evaluation type and to complement
with description techniques. Recommended documentation techniques for
each process model support the understanding of how to use the
evaluation types. These generic types might also be possible to use in
order to characterize and assess existing evaluation approaches and
methods. The generic types might also be helpful (as a conceptualisation
of evaluation) when one is trying to integrate and combine different
evaluation methods.
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