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Teaching  Case:  Evaluation  of  Preschool  for  California’s  Children

 

 



5  

Case  Teaching  Questions  

Evaluation  Points  to  Elicit  During  Questioning  

4.  Flexibility  and  Timing:  How  can  

evaluators  simultaneously  meet  

demands  for  flexibility  and  quick  

timing  while  also  maintaining  data  

collection  quality  and  rigor?  What  

are  the  implications  for  evaluation  

contracts  and  resources  with  

strategic  learning  approaches?  

With  a  strategic  learning  approach,  timing  is  everything.  To  ensure  that  

evaluation  is  used,  evaluators  who  aim  to  support  real-­‐time  learning  and  

decision  making  must  deliver  the  right  data  at  the  right  time.  They  must  be  



flexible—willing  to  adjust  their  data  collection  plans  according  to  how  the  

environment  or  strategy  is  shifting;  and  timely—providing  data  and  

facilitating  learning  at  the  right  time  to  inform  strategic  decisions.  

Evaluators  who  support  strategic  learning  often  must  have  the  capacity  to  

work  rapidly—quick  to  design,  implement,  and  analyze  data;  and  

responsively—able  to  provide  useful  and  trustworthy  strategy-­‐level  data  

when  the  need  arises.  All  of  the  data  and  intelligence  needs  of  an  evolving  

strategy  cannot  be  anticipated  at  the  outset  of  a  social  change  effort,  and  

many  arise  at  a  moment’s  notice.  Fast-­‐moving  policy  environments,  for  

example,  often  present  unexpected  windows  of  opportunity  or  quick  and  

unexpected  changes  in  momentum.  This  case  offers  the  opportunity  to  

discuss  issues  around  the  communication  structure,  resource  investments,  

and  other  practical  concerns  that  are  needed  to  make  a  strategic  learning  

evaluation  work  for  both  evaluators  and  funders.    

5.  Learning:  What  does  it  mean  for  a  

strategic  learning  evaluation  to  be  

successful?  How  do  we  know  when  

strategic  learning  has  occurred?  

What  structure  and  processes  are  

important  to  ensure  such  learning  

occurs?  What  is  the  evaluator’s  

responsibility  in  the  learning  

process?  

 

While  the  quality  of  data  collection  and  design  is  crucial,  the  ultimate  



criterion  for  the  success  of  a  strategic  learning  approach  is  the  extent  to  

which  the  client  uses  the  information  generated  through  data  collection  

and  reflection  to  answer  strategy-­‐related  questions.  Evaluation  for  

strategic  learning  is  necessarily  utilization-­‐focused,  and  is  therefore  

committed  to  actionable  data.  However,  evaluators  supporting  strategic  

learning  cannot  assume  that  learning  necessarily  happens  simply  because  

data  are  available,  even  when  data  are  actionable  and  timely.  To  help  

support  use,  evaluators  must  collect  and  then  frame  data  in  a  way  that  

clarifies  its  connection  to  strategy  and  tactics,  surfacing  its  implications.  

Evaluators  must  also  build  in  intentional  learning  and  reflection  processes  

so  that  its  users—the  strategic  decision  makers—become  sensemakers,  

too,  interpreting  the  meaning  of  data  and  uncovering  the  implications  

together.  This  case  allows  for  a  discussion  about  how  the  evaluators  

attempted  to  foster  learning  and  use  of  data,  and  how  the  Foundation  

responded.  In  some  cases,  the  Foundation  chose  to  go  in  a  different  

direction  than  the  evaluation  data  suggested.  Does  this  mean  that  strategic  

learning  did  not  occur?  



 

TEACHING  CASE  

 

Evaluation  of  the  David  and  Lucile  Packard  Foundation’s  

Preschool  for  California’s  Children  Grantmaking  Program  

 

by  Susan  Parker  

Clear  Thinking  Communications  

 

 



Introduction  

 

This  case  tells  the  story  of  how  external  evaluators  and  program  staff  at  the  David  and  Lucile  Packard  

Foundation  took  a  risk  on  a  nontraditional  approach  to  evaluation.  Called  “real-­‐time  evaluation”  or  

“developmental  evaluation,”  this  approach  aims  to  promote  strategic  learning  by  providing  regular,  

timely  information  about  how  a  strategy  is  unfolding,  which  organizations  then  use  to  inform  future  

work  and  make  course  corrections.  

 

This  type  of  evaluation  relies  heavily  on  skills  that  are  often  not  required  of  evaluators  and  program  



officers.  To  be  successful,  a  specific  organizational  culture  must  also  be  present.  The  evaluators  had  

tried  this  approach  at  another  foundation  and  experienced  several  challenges.  While  they  had  faith  

in  this  newer  evaluation  approach,  they  were  also  wary  from  their  earlier  experience.  

 

Packard  program  officers,  meanwhile,  had  mixed  experiences  with  evaluation.  Some  were  



unconvinced  that  evaluations  were  useful.  The  Packard  Board  of  Trustees,  while  open  to  employing  

a  new  approach  to  evaluation,  also  had  more  traditional  evaluation  questions  about  long-­‐term  

impacts.  What’s  more,  the  context  was  challenging—the  Packard  Foundation  had  recently  suffered  a  

devastating  loss  of  assets  and  needed  to  make  large  cuts  in  its  grantmaking  programs.    

 

During  this  time,  Packard  made  a  major  investment  in  a  strategy  to  ensure  that  all  three-­‐  and  four-­‐



year-­‐olds  in  California  would  have  access  to  preschool  within  10  years.  The  preschool  grantmaking  

program  was  among  the  largest  and  most  audacious  programs  that  Packard  had  ever  funded.  Hand  

in  hand  with  this  bold  strategy,  Packard  contracted  for  an  evaluation  approach  that  had  potential  

but  was  yet  to  be  fully  tested.    



 

The  Beginning  

 

In  March  2002,  Lois  Salisbury  came  to  work  at  the  David  and  Lucile  Packard  Foundation  at  one  of  

the  most  difficult  periods  in  the  Foundation’s  nearly  40-­‐year  history.  Packard  had  hired  Salisbury  to  

head  its  Children,  Families,  and  Communities  program,  one  of  six  grantmaking  program  areas.    

 

Salisbury,  who  had  worked  for  20  years  as  a  class  action  civil  rights  litigator  and  later  led  Children  



Now,  California’s  largest  child  advocacy  organization  in  the  state,  is  at  heart  an  advocate,  a  fighter  

and  a  risk  taker.  She  was  taking  a  calculated  risk  coming  to  Packard.    




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