Outcomes and Evaluations

Course Description and Learning Objectives

Outcomes and Evaluations is one of nine courses in the UNA Credential Program designed to provide you with the resources you need to make an even greater impact. Measuring the performance of your organization is essential to understand and communicate your actual impact, inform decision making and guide organization improvement, properly deploy resources, and build a strong case for receiving funders’ support. This course is designed to provide you with tools for deciding how to:

  • Clarify what their intended impact is and how they will achieve results
  • Identify the appropriate metrics to measure agency activities, outputs, and outcomes
  • Develop an evaluation plan to use and improve measurement over time
  • Develop and deploy data collection, analysis and reporting tools to monitor impacts and communicate results

What’s Expected of You

This course is highly interactive and relies on the experiences of each participant. Therefore, it's important you are prepared to contribute to the program. Please be ready to:

  • Bring all required materials to each session. If your organization doesn’t have any of the required materials, the facilitator will provide you with samples to use.
  • Complete the follow up activities after each session and bring questions and concerns to the next session.
  • Complete the Badge Requirements by the deadline.


In order to earn the UNA Outcomes and Evaluations Badge, the organization must submit the following items for review and approval:

Evaluation Objectives

A description of what you will measure to assess results and describe how you will use measurement data in practice throughout the organization.

Intended Impact and Theory of Change

Develop a precise, concise articulation of your organization’s desired long- and near-term outcomes and the clients/beneficiaries you intend to serve. This will include a depiction of the resources, activities, and program elements required to achieve these outcomes.

Key Performance Indicators

Document the indicators and metrics you will use to track progress against each of the elements in your theory of change.

Evaluation Plan

Provide a copy of a program-specific evaluation plan your organization has developed (or are developing). Be sure it addresses goals, objectives, timing, means of measurement, and the plan for communicating responsibilities. The plan should include answers to questions like the following:

  • What do we want to decide or do more effectively as a result of this information?
  • Who are the audiences for the information we are gathering?
  • What kind of information do we need to gather?
  • What sources are available for that information?
  • How can it reasonably be collected?
  • Who will be responsible for gathering the data?
  • Where will the data be stored and analyzed?
  • How and to whom will the results be communicated?
  • Who will benefit from the information and how will that happen? 

Measurement Instruments and Report

Share examples of the data collection instruments (e.g. questionnaires, surveys, interview guides, observation rubric, etc.) you use (or will use) to collect your data. In addition, share at least one example of the standard report you use (or will use) to communicate your analysis and findings to key audiences.

Leadership and Implementation Plan

Develop a description of the roles different leaders and staff will play to ensure measurement is a priority, is sufficiently resourced and used, and informs decisions and improvement. Identify and provide examples of the specific ways in which these activities will occur, including meetings, processes, dashboards, etc. Describe the expected evolution of the measurement plan over the next two to three years, including investments, initiatives, and improvements that the organization will pursue.

Please Note: The documentation on the requirements requesting explanation need not be lengthy. Clear, concise statements on how the organization meets the requirement listed are sufficient. In most cases, three or four sentences should suffice.

Subject-Matter-Expert: Jared Lisonbee

Jared Lisonbee holds a Ph.D. in Human Development from Auburn University with dual emphases in early childhood education and research methods. As a research scientist, Jared studied children’s biological stress in preschool settings. He has developed education program evaluations for the states of Alabama and Washington as well as at Weber State University.

  • Course Dates:

    The Credential in Outcomes and Evaluations includes two classroom sessions, a consultation with the expert trainer, and ongoing coaching and support for four months following your consult. We offer each of the nine Credential courses once per calendar year in Salt Lake City. (We also bring the Credential to areas outside of the Wasatch Front.)

    You can find the schedule (and venue) for the Credential Program and for all our other training on the UNA Calendar. Please email Jill Bennett for more information about this—or any other item on the calendar.

  • Cost:

    UNA Members: $150 for the first person/$30 for each additional participant
    Non-Members: $300 for the first person/$60 for each additional participant

  • Location:

    On line as a webinar or in person classes. Please consult the UNA Calendar for details.