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Assessments: Traditional
vs. facilitated self reflective
Why assess? We assess collaborative
efforts, among others, to:
- Understand, improve and strengthen our
collaboration
- Make our individual and collective
expectations explicit
- Help set criteria and standards for our
work
Traditional assessment approaches.
A great deal has been written about how to do conflict or situation
assessments. Often the tradition has been to commission a neutral expert
who plans a set of interrogatories, established a list of interviewees
(sometimes grouped by importance), and begins phone or face to face
interviews. During the course of interviews, the expert may improve the
approach/questions. The expert may draft and circulate for comment a
report of his/her findings and recommendation for the path forward. Based
on comments, the report may be improved and finally decisions made about
whether/how to start a process to improve the collaboration or situation.
The traditional assessment as the
"expert" model of assessment. The
traditional approach could be called the "expert model" in the
scheme described by organizational development author Edgar Schein in Process
Consultation Revisited, 1999, Addison Wesley ("Revisited").
As Schein notes (see Revisted at
7-8), the expert model works a several key assumptions that can be adapted
to making assessments aimed at recommending a process to bring about
change or resolve conflict:
- Have the the multi-party group or the
convening authority correctly diagnosed this need?
- Have the multi-party actors, or the lead
actor, correctly
communicated the needs to the expert?
- Does the expert have skills to provided
the requested diagnostic service?
- Have all parties considered the effects
of even conducting the assessment
- Does an external reality exist that can
be studied and reduced to useful knowledge?
What if any one or more of these
assumptions is not correct? However, in fact many of such traditional
assessment well serves the multi-party groups to which they are
provided.
Does the 'facilitated self reflective'
approach offer other benefits? In this approach I suggest that we may
be able to make the changes we seek by relying less on 'expert' advice and
more on the stakeholders' ability, with facilitation, to self
diagnose and thereby start making the adjustments within the self
assessment rather than in response to the formal expert report. Ideas for
change, both individual and organizational, could emerge during the
process itself. This tracks Schein's view that even the assessment itself
is an intervention. So, if the assessment is an intervention, it can
be helpful to make full use of it as an intervention.
| A
facilitated self reflective assessment can begin the change process
in the context of the assessment itself as participants engage in
diagnosis, and shape the manner and direction of the assessment and
recommendation, subject to the facilitator's oversight. |
How facilitated self reflective
assessment works? This approach would use the phone and face to face
interviews of the traditional approach change the level of reliance on
those interviews and also adds web surveys, web page reports, conference
calls, webinar reporting and other methods to interact more frequently
with stakeholders than a single expert report. What precisely is used is
flexible and depends on context.
Sample survey questions
- format
Flexibility and adaptation. The
charts below are samples; in practice, the facilitated self reflective
assessment should be flexible and responsive
Making self reflection realistic.
The facilitator of this process needs to shape the process to ensure that
to the greatest extent possible, participants doe not sink into
confirmation bias or merely confirming illusions. The discussion of the
results of these self assessment efforts with the group must ensure that
participants do not merely avoid deeper issues, inadequacies or obvious
realities.
Concept sources: Assessment, Student
Outcome Assessment Committee, College of DuPage, IL., www.cod.edu
Comparative flow charts
(sample)
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