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Evaluation Steps

Guidance for evaluating a program.

Final

Issued by: Centers for Medicare & Medicaid Services (CMS)

Issue Date: June 09, 2016

Evaluating your program supports its continued improvement and success. An effective program evaluation means:

  • The results of the evaluation provide information to strengthen your program
  • The evaluation asks the right questions, so you get the information you care most about
  • The process for evaluating makes sense for your program's budget, number of staff members, and size, and is not too costly or detailed
  • Data is gathered in a way that is fair and prevents harm to others (for example, you ensure that community members are able to complete surveys anonymously if they would like)
  • The data you gather and report is accurate

Approaches to gathering data

Data simply means the information you collect to learn more about your program and how it is working.

The data gathered for your evaluation can include any information that will help you answer the important questions about your program. For example, you might gather information on staff turnover rates to better understand staffing successes and challenges or collect opinions from the family members of people your program serves to measure satisfaction with services.

You can gather data in different ways. For example, to collect family members’ opinions, you might ask them to complete a short survey or to participate in a focus group to share their answers to open-ended questions about the program.

Remember that as part of your evaluation, you can also use the data you collected during the needs assessment and SWOT analysis steps of program planning.

The appropriate ways to gather data vary based n the situation. Think about what fits best with your preferences and available resources, like time and money. It is often helpful to gather different types of data to provide a diverse, broad view of the topics you want to know more about. Some common forms of data collection are.

Number of people in institutions compared to those receiving HCBS

Evaluation steps

General steps for evaluating your program:

  1. Develop questions that you want your evaluation to answer, such as whether the program is meeting the planned objectives you chose during Step 2 of the LTSS Roadmap.
  2. Decide how you will gather information. Choose or create the data collection instruments you'll use.
  3. Set dates for completing certain steps, such as creating your survey, and set a due date for finishing the entire evaluation.
  4. Collect data that helps answer your evaluation questions. You should also refer back to data that you collected during your needs assessment and other planning steps.
  5. Study the data, focusing on answering your evaluation questions.
  6. Write a report on your findings.
  7. Share the report with your community and stakeholders.

More about evaluation

Below are several helpful resources to further guide you in planning for and conducting your evaluation.

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DISCLAIMER: The contents of this database lack the force and effect of law, except as authorized by law (including Medicare Advantage Rate Announcements and Advance Notices) or as specifically incorporated into a contract. The Department may not cite, use, or rely on any guidance that is not posted on the guidance repository, except to establish historical facts.