The OEC has six major steps:
- Establish the boundaries of the evaluation
- Conduct a performance needs assessment
- Define the criteria of merit
- Plan and implement the evaluation
- Synthesize performance data with values
- Communicate and report evaluation findings
Within each step are a series of checkpoints intended to guide the evaluator. Embedded within this framework are the universal criteria of merit for evaluating organizational effectiveness.
The OEC is an iterative process. The iterative nature suggests that the user will benefit from going through the checklist several times as new information is discovered or problems identified that may require modifications to reach an appropriate appraisal for each checkpoint.
Although the OEC is iterative, the sequence of the checkpoints is of logistical importance (e.g., criteria must be defined prior to collecting performance data) and ordered for efficiency. It is recommended to make a quick trial run through the OEC prior to committing to the evaluation to ensure an evaluation of the organization’s effectiveness is appropriate based on the questions to be answered and the data that will need to be obtained to make evaluative conclusions.
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