Learning
Histories
Evaluation
Design and Development
Memorial wanted
the dialogue between HealthWorks! and the Michiana region to be
ongoing. This would help them determine if HealthWorks!, the latest
addition to the work of "creating healthier communities,"
would have the same positive impact as other programs. The decision
to document this interchange precipitated the evolution of an innovative
concept in the construction of evaluation tools for museums and
learning centers.
Memorial discovered,
through research and conversations with museum professionals, that
the HealthWorks! approach to evaluation was quite unique. There
was no record of any organization designing a facility, developing
a curriculum and programming, and launching a new initiative with
built-in evaluation at the front-end. Evaluation has always been
thought of, generally speaking as a "retrofit." In this
way Memorial, once again, benefitted from thinking "outside
the box." For both the medical and the foundation worlds, ongoing
evaluation and information tracking are the norm. Memorial now needed
to determine how to best implement processes and practices they
knew in an arena they were just discovering. According to Reg Wagle,
Memorial Health Foundation, "When we attended conferences for
health educators and museum staffs we were amazed that they were
just beginning very basic discussions of the evaluation of their
effectiveness in changing their own communities. Many of those museums
have been in operation for decades."
The Evaluation Design
Team came together in Fall of 1998 to discuss how to go beyond kids
(at the museum) to the people who are their primary teachers and
role models, and to systems that intersect with kids in the many
facets of their living. The overlapping of child, family, school,
community, and museum would form a major component of the evaluation
design. For their purposes, the group developed a three sphere model
as a graphic illustration of the concept.
Sphere One
- KIDS
Sphere Two
- HOME & SCHOOL
Sphere Three
- THE WIDER COMMUNITY
Memorial saw kids
at the core, the primary reason for HealthWorks!. They are the voice
at the center of Memorial's evaluation. As Memorial moved out from
that core they saw the sphere of families and teachers (the two
primary learning systems that engage a child) who live beside children
and are their mentors. That sphere seemed essential in the teaching,
integration, modeling and living experience of children. A third
sphere was the subsystems that make up the wider community. Memorial's
focus in this sphere was upon organizations within the community
that work to create frameworks, experiences and resources for children
and families. These spheres do not exist one inside the other, like
the layers of an onion, but rather in overlapping fashion, like
interlocking rings. At the juncture where the three connected is
HealthWorks!, a place "owned" by all. Dr. Dennis W. Rudy,
Ph.D., Indiana State University South Bend believes that, "This
will require collaboration with a number of community agencies also
interested in the long-term quality of life of the people of the
region, such as local school corporations, private educational institutions,
employers, social service agencies and other community resources."
The process of listening
to the people who make up the three spheres had begun well before
Memorial had any notions of how they might go about an evaluation.
They knew that HealthWorks! Kids Museum needed to be "measured"
by what mattered most to those who would visit, network with and
learn from it. This idea of measuring what matters most became a
slogan for the Evaluation Design Team: "We measure what we
value. We value what we measure." Particularly in a situation
like HealthWorks! where a great deal of data could be generated
in a short period of time, deciding what results would measure the
museum's success or shortfalls would be crucial.
Memorial started
its process of evaluation discussions where many of the conversations
regarding HealthWorks! began. They asked themselves, "What
is it that this new facility has to offer the community?" Using
the sphere model as their guide they developed the following:
CONNECTING COMMUNITY
AND EVALUATION
SPHERE ONE- KIDS
AT HEALTHWORKS!
Evaluate:
- Cognitive Learning
- Changes in Attitudes
- Changes in Behavior
SPHERE TWO- PARENTS
Look for evidence
that:
- Messages went
home
- Dialogue happened
- Child engaged
others
- "Extensions"
were shared
- Brought others
to HealthWorks!
- Parents told
other parents
SPHERE TWO- TEACHERS
An 8-year old come
homes from a HealthWorks! experience, thinking he had just had lots
of fun, in a group session using a 30 foot rope to learn about the
digestive system. That evening at the dinner table, with a large
group of extended family, midway through the meal , he launches
into an extended "lecture" on the digestive system in
which he names and describes the functions of each of the 6 major
organs involved in processing the food they are all eating.
This story is an
"artifact" - evidence that cognitive learning occurred
for the 8-year old; and it is evidence, as well, that a "transfer"
to one of the two primary learning systems in his life, his family,
has occurred. This is an example of the "mixed method"
evaluation protocol vital to HealthWorks! success.
When a child has
been part of a school visit to HW! does he or she go home excited,
and committed to getting other family members, neighbors, or groups
to come back to HW! another time? Here we track evidence that the
child is "turned-on" about his or her health (changed
attitude) and we have evidence that the other spheres have likewise
been impacted.Look for evidence of:
- Direct teacher
feedback
- New classroom
activities
- Teacher "word
of mouth"
- Use of HealthWorks!
extensions
- Administrative
support
- Parent Teacher
Organization support and involvement
- Teacher training
and continuing education
- Higher education
linkages
SPHERE THREE-
WIDER COMMUNITY
Seek evidence of:
- Diversity of
organizations using HealthWorks!
- Private sector
ownership
- Demographics
of attendance
- Satisfaction
survey
- Volume of suggestions
and program recommendations
- Replication of
HealthWorks!
- Vitality of HealthWorks!
network
Evaluating something
like healthy attitudes is never easy. Opinions can change on a daily
basis, particularly in a society that receives so many conflicting
messages regarding nutrition, exercise and lifestyle. The evaluation
of HealthWorks! success needed to be looked at in both short term
and long term ways. Memorial was advised to not even consider long
term evaluation until they were three or four years into daily operations.
Memorial viewed
short term evaluation as important early because it would allow
them to gauge reaction to their start-up status. Were their exhibits
functioning properly? Did their community feel welcome? Were their
classroom presentations stimulating the children's interest? Short
term evaluation can utilize a variety of mechanisms ranging from
general observation to surveys taken after the students have returned
to their schools, compilation of answers in the All About Me! kiosks
to the amount of soap being used in the restrooms.
In August of 1998,
Dr. Dennis W. Rudy, Ph.D. at Indiana University South Bend, submitted
his Evaluation Proposal for HealthWorks!. The proposal drew information
and evaluation techniques from a variety of sources, including the
Program Evaluation Standards put forth by the American Evaluation
Association. It also outlined time lines for the Formative Evaluation
and for the Summative Evaluation.
The Formative Evaluation
would occur in five phases, in one-year increments, during the five
years following the opening of HealthWorks!. The Summative Evaluation
would be done in two phases, one at the end of year two, the other
at the end of year five. All of evaluation would be done by a team
of professionals and reported to a variety of stakeholders and constituencies.
Children have always
been the central focus of HealthWorks! Kids' Museum. However, the
role they would play in the evolution of the institution itself
was a subject of constant analysis and one of the topics at a "National
Evaluators Summit" called together by Memorial on September
22, 1999 in Indianapolis. Barry Cohen of Rainbow Research cautioned
Summit participants not to forget that relationships with children
are 'reciprocal.' During their visit, children would facilitate
the learning of others as well as themselves. Thirteen individuals
gathered at the Summit, representing Memorial Hospital HealthWorks!
Kids' Museum, Volunteer Hospitals of America, Indiana Youth Institute,
IUSB, Rainbow Research, Ruth Lilly Health Education Center, Search
Institute, and the Children's Hospital & Health System of San
Diego. They discussed and explored evaluation possibilities for
HealthWorks! Kids' Museum. Dr. Rudy presented his proposal and asked
the group to provide input and suggestions.
The results of the
evaluation would make it easier for the museum's director and staff
to know what works and what doesn't work; what kids like and don't
like about the museum; what parents and teachers do and don't like;
and suggestions that would make better exhibits or classroom experiences.
This evaluation tool would be a helpful check and balance for museum
personnel.
Members of the HealthWorks!
"National Evaluators" will serve as expert advisors in
years to come, much as the HealthWorks! "National Innovators."
Operational Elements
As the development
of the project began to come together, so too did the operational
elements. Memorial began to think about the project from a different
perspective. It was no longer a concept but was quickly becoming
a reality. Operational issues and questions began to surface. What
would the Director of this center do? What background and professional
experience would he/she need to possess? What other staff members
would need to be on board? What would a visit to the museum be like
from a personnel perspective? Who will do what?
Memorial realized
that the vision of HealthWorks! was not simply to build and equip
a floor of Memorial Leighton HealthPlex but to create a learning
environment for their community's children. Vital to this mission
was the staff who would actually guide and educate the center's
visitors. According to Jeanne Strickland, Educational Consultant,
"We began to understand HealthWorks! as more than just a really
cool place. We had begun to think of it as dynamic process."
The job descriptions
for their Executive Director and Education Coordinator were as creatively
crafted as the exhibit floor. The language capitalized on the "look
and feel" of the museum, presenting positions that were as
innovative and fun as they were important. Rather than a Director,
they were looking for a Visionary Potentiator of Pumped-Up Kids.
The Education Director was to be a High Flying Kid Motivator and
HealthWorks! technical support would be provided by a Techno-Wizard.
Plans also included two part-time technical staff members (Masterful
Magician of Kid and Community Connectivity and a Keymaster of Incredible
Knowledge), two visitor/clerical staff members (Whizbang WondersHost/ess
& Sorcerer's Apprentice), a tech supper person (Techno-Wizard),
and a talented corral-full of part-time performer-educators for
the classrooms. Imagine the vibrations these new job descriptions
caused in a hospital human resources department.
The job descriptions
were innovative and fun and reflected the nature of the museum:
VISIONARY POTENTIATOR
OF PUMPED UP KIDS (DIRECTOR)
Makes this world
an exciting place for children and their families to learn and
grow together. Create the educational vision, policy and structure
of HealthWorks! Kids Museum. Assures that the talent pool connected
to HealthWorks! is the best we can find. Provides overall supervision
and is responsible for facility management, budgets and operations
activities. Provides direction and education to staff and management.
Enhances relations with school administrators, service organizations,
business and industry. Serves as the service line manager for
the HealthWorks! Kids Museum. Reports to the Vice President of
Memorial Health Foundation.
ESSENTIAL FUNCTIONS:
An Architect of Hope and Daring, Storyteller Guru, All-knowing
Encyclopedia, Pilot of a Superbly Tuned Rocket Ride
HIGH-FLYING KID
MOTIVATOR (EDUCATION DIRECTOR)
This person is
responsible for generating the most incredible and unforgettable
learning experiences in a young person's life. Responsible for
the research, development, implementation, integration and evaluation
of education programming and curriculum. Focuses on the educational
needs and development of special populations, including people
of all racial/ethnic origins. Recommends improvements and changes,
as necessary, to meet the educational goals of HealthWorks! Kids
Museum. Reports to the Director, HealthWorks! Kids Museum.
ESSENTIAL FUNCTIONS:
High-powered Magic Maker, Network Navigator for Learning, Continual
Learner and Teacher of Teachers, Drama Coach, Brainstem, and Planner
of Staff Play.
TECHNO-WIZARD
Creates the magical
special effects that enhance the wonder of a child's exploration
and learning. Reports to the Director, HealthWorks! Kids Museum.
Under general supervision is responsible for all audio-visual
requirements including planning, designing and producing audio,
visual, and audio-visual materials used for communication, information,
training and learning purposes.
ESSENTIAL FUNCTIONS:
Master of Multi-Sensory Information Transmissions, Ignitor of
Fun for "Turned On" Kids, Internet and Intranet Guru,
Everybody's Friend.
Despite the
months and years of site visits and research, Memorial was mindful
of the fact that, on opening day, they would be taking their maiden
voyage. In a sense, they had spent their time planning for a great
experiment. The individuals placed at the helm needed to be prepared
for whatever unexpected surprises the journey would hold. Memorial
needed a staff that would be creative, energetic and unafraid to
try new things. They also needed to be able to recognize when strategies
weren't working and figure out where adjustments needed to be made.
More than anything,
the HealthWorks' staff needed to have a passion for working with
children and a respect for how very powerful a well-educated child
is in a healthy community. In the best case scenario, they would
need educators (whether they were actually traditional classroom
teachers, nurses, physicians, medical students or community members)
who understood that the most important person in the facility's
classrooms would be the students.
There is no formula
for staffing as each community faces different challenges and has
its own goals and objectives. In Memorial's case, they saw great
value in empowering their educators with the ability to create unique
and original programs on an ongoing basis. The Techno-Wizard needed
to be able to aid the teachers by constructing new tools for their
use. A decision like this is not without risk. Research offered
that in-house production of audio and visual materials held a certain
amount of stress, particularly as exhibit openings drew close. However,
it also provided an invaluable opportunity for creating items specifically
tailored to the community and their needs. Kathy Jackson believes
that, "[We're starting] pretty bare bones...In talking with
other people [from children's museums] they've sort of said, 'Yeah,
we started with four, we started with five or six, but within a
year we were at fifteen.' so we just know it's going to mushroom."
Marketing Efforts
In addition to personnel
and staffing, the hospital knew it was time to advance the marketing
efforts and consider increasing public awareness and excitement
for HealthWorks!. In order to accomplish this the hospital began
to develop a Marketing Action Plan which included objectives, operational
issues that impact the marketing effort and activities (including
dates, costs and person who would be responsible for each activity).
Marketing Action
Plan - Objectives:
- To introduce
the new facility to families in LaPorte/St. Joseph & Elkhart
counties and build awareness for the name and scope of the facility.
- To build attendance
& excitement for all Grand-opening events.
- To build call
volume for tour appointments from regional elementary schools.
- To sell 500 paid
memberships during the first year.
Operational Issues
that Impact Marketing Efforts:
- Staff customer
relations philosophy & training (standards and expectations
set)
- Staff hiring
requirements relating to customer relations (children & adult)
- Admission discount
policies (when & why to discount)
- Membership perks
- explanation of the value of a membership
- Injury/Incident
management policies and procedures
- Hours of operation
and fees - final approved figures
- Memorial employee
admission policy
- Access to classrooms
for Health & Lifestyles Center evening programs
The Marketing Action
Plan helped to set goals for the coming year and propelled Memorial
into the next stage of project development. This was when all the
plans and concepts become reality, when the exhibits are built and
delivered, when the operational components are in place, staff is
hired, and the marketing and development plans are executed.
Staffing and
Operations
In the summer of
1999 Memorial began putting HealthWorks! Kids' Museum' staff into
place. Shortly after the 4th of July, 1999, Deborah Drendall, who
had spent the previous 10 years as director of a Montessori academy,
was named Visionary Potentiator of Pumped-Up Kids (Director). In
addition to Montessori, Deborah's background included work in the
public school system and musical performance. Her first exposure
to the HealthWorks! project was as a member of the Reach and Teach
committee, assisting with the creation of the center's curriculum
and exhibit selection.
Less than a month
later Deborah would be joined by Becky Williams, HealthWorks! Kids'
Museum High Flying Kid Motivator (Education Director). Williams
had been working with a similar project in Michigan before joining
the fledgling HealthWorks! staff and had a background in public
education, nursing and had already worked in a health education
center.
The timing and selection
of leadership and staff for a facility that is still being built,
can be somewhat tricky. How do you write a job description before
you've fully articulated your project? Suppose the person you bring
in finds that what you envisioned for the museum does not quite
measure up in reality? If you've created all your goals and curriculum,
how much room have you left for the creative individuals you've
hired? If your project is close to completion, how great a learning
curve have you posed to your new staff? Are you creating a situation
in which they can succeed? How important is it that your staff come
from within the community?
In Memorial's case
the national search resulted in individuals who were practically
under their noses. Both were already involved in some way in the
process of creating HealthWorks! and shared Memorial's enthusiasm
for the project. They also understood their role as an intricate
part of the next phase. Memorial, and its new HealthWorks! team,
recognized that there were two parts to the creation of the facility.
The first was the dreaming, planning and building. Many of the individuals
and committees involved in these processes would be "finished"
when the front doors opened and the first school group entered.
The second part was when the work toward HealthWorks! actual mission,
preparing the community's children to be healthy, strong and educated,
began.
Memorial had been
very intentional in creating exhibits and curriculum that would
include all of the young people in the region. Memorial also needed
to be sure that they were eliminating any obstacles that might keep
them away. Early in the process they held meetings with school administrators,
teachers, school nurses and counselors to let them know about the
new facility and their plans. It was important that the "school
community" see HealthWorks! as a valuable enrichment to their
students' learning experience.
Next, Memorial approached
teachers and school administrators, not about idealized goals, but
about the nuts and bolts of interfacing the center and their institutions.
For example, Memorial expected a school bus trip to potentially
occupy three to four hours of a seven hour school day. This would
mean that they would need to provide a space (or other option) so
that the children could have lunch. Leighton Plaza's courtyard might
offer a brown bag option in the very early fall and late spring,
but certainly not during an Indiana winter. The solution, since
they did not have the space to provide for a cafeteria or lunchroom,
was to partner with another community museum, located across the
street, who had lunch facilities. Not only did it solve the problem,
but enabled Memorial to reach out to another organization.
Memorial also needed
to be mindful of financial issues - admission charges for individuals,
but also for school systems as a whole. From Memorial's perspective,
they had made the early decision that no child would be kept from
visiting HealthWorks! because of money. Institutionally, school
budgetary issues seriously impact field trips. Some of the region's
schools limited classes to, at most, one field trip a semester.
Memorial, new to the attractions/museum arena, may find itself competing
against other organizations for student visitors. They had to be
able to assure the school systems that students would be offered
a beneficial learning experience in the most fun, dynamic manner
possible.
Transportation impacted
several decisions. The timing of HealthWorks! schedule had to be
arranged so that students could be dropped off at school, meet their
field trip buses, travel to HealthWorks! and be ready to be picked
up when return buses arrived. All this needed to occur without disrupting
regular busing schedules. Additionally, Memorial had chosen a downtown
location for Memorial Leighton HealthPlex. This placement, at the
busiest intersection in South Bend (a downtown with little parking
for larger vehicles), resulted in the need for HealthWorks! planners
to devise safe bus loading and unloading zones. With early discussion
of HealthWorks! the city had made the design of the municipal parking
garage accommodate the special dimensions of school buses on its
ground level floor. An interesting twist to this story came when
a hydrant suddenly appeared in the selected loading zone. Neither
the City nor the construction firm thought to check with each other
about the placement of the hydrant. Memorial contacted the City
only to learn that they would have to incur an additional, substantial
cost to have the hydrant moved.
City and school
administration are usually quite helpful when it comes to education
issues, these are all subjects which must be considered and discussed.
Once your staff
is on board and visitation components are in place your attention
should turn to development of policies and procedures. It is a critical
step toward preparing for opening day.
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