NCEI

NATIONAL CENTER FOR

ENVIRONMENTAL INNOVATION
Measuring and Evaluating  Stewardship
                   and Innovation  Programs
                          Learning From the  PART
                                                           A REVIEW
                         Scope and Purpose of this Study
                         The Environmental Protection Agency's National
                         Center for Environmental Innovation sponsored
                         a review of how federal agencies measure the
                         performance results of programs engaged in
                         stewardship and innovation. The goal of this
                         research is to provide insights that will help EPA
                         stewardship and innovation programs
                         understand how they can better measure and
                         evaluate their performance.  This research
                         draws on best practices of programs from a
                         variety of federal agencies that have undergone
                         one or more Program Assessment Rating Tool
                         (PART) reviews conducted by the Office of
                         Management and Budget.
                                                                                 September2007
                                           Key Definitions for this Study

                                           Stewardship programs cultivate both an
                                           ethic and a practice of responsibility for
                                           the long-term wellbeing of a resource.

                                           Environmental stewardship, in
                                           particular, is where all those whose
                                           actions affect the environment -
                                           individuals, businesses, communities,
                                           and  government organizations -
                                           actively take responsibility to improve
                                           environmental quality and achieve
                                           sustainable results.

                                           Innovation programs identify and
                                           increase the adoption of more effective
                                           programs (those that achieve better
                                           results) and more cost-effective
                                           programs (those that achieve the same
                                           or better results for less investment of
                                           resources) compared to traditional
                                           approaches.
                         Key Findings from the Analysis
                         A number of programs across the federal
                         government are designed to foster stewardship
                         and innovation. Many successful programs do
                         not set innovation goals, perse, but rather set
                         goals in terms of outcomes which drive them to
                         innovate. These programs have found that
                         they can be more effective by identifying
                         program goals and performance measures that
                         focus on outcomes or the program's results, and then using those goals and measures to
                         make routine and strategic decisions.  In addition, this research finds that:


                           1) The best outcome measures are those that are directly tied to a program's
                              strategic goals.  This finding applies both to intermediate outcomes such as
                              changes in attitudes and behavior, as well as to long-term outcomes such as
                              reductions in pollution. Aligning performance measures across subprograms and
                              having them all roll up into overall measures that show progress toward strategic
                              plan goals is a  good strategy for long-term performance measurement.
                           2) Measurement approaches that will be most effective for a given program
                              depend on the program's objectives. For example, when a program's goal is to
                              reduce unwanted events (e.g., oil spills or accidents), counting and characterizing
                              the events in terms of location, time, and causal factors is extremely useful for
                              improving outcomes. Alternatively, when a program's goal is to change attitudes or
                              behavior, it is helpful to create a mechanism (e.g., a survey) to assess changes in
                              those people whose attitudes or behavior the program is trying to influence.

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3) Performance measurement works best when measurement data are regularly analyzed
   and shared, and when program strategies or practices are continually revised based on the
   evidence.  For example, innovative programs may compile and analyze performance data from a
   variety of sources (e.g., EPA, states, industry, and academic articles) in order to identify performance
   trends, factors that may be influencing changes in performance, and best practices for improving
   performance. Innovative programs can then share their findings with program staff and target
   audiences to help them assess their own performance and identify ways to make improvements.  It is
   also important to offer flexibility in how program staff and target audiences conduct routine operations,
   so that if individuals discover better or more cost effective approaches for meeting the outcome goals
   and targets, they are able to adopt them.


4) Having a few priority targets, some of which are "stretch" targets, fosters innovation. This
   applies both to intermediate targets, such as changes in attitudes or behaviors, and to long-term
   targets, such as  reductions  in pollution.  Stretch targets are best applied to a few, strategic priorities,
   where breakthrough progress and  innovation is sought. In other areas, more modest targets in line
   with past rates of progress  are more appropriate.  Programs will be better prepared for PART reviews if
   they periodically re-evaluate ambitious long-term goals in light of experience and make adjustments  if
   new information shows that the existing goals are unreasonable.


5) Program evaluation is useful for confirming or refuting causal relationships. This is
   particularly true for stewardship and innovation programs with program goals of a relatively abstract
   nature, where many contributing factors could potentially cause a desired change in behavior. Program
   evaluation can help stewardship and innovation programs demonstrate their  impact to key audiences,
   such as senior management, Congress, and the public.
                   Recommendations for Stewardship
                          and Innovation  Programs

                   The findings from this research suggest that programs
                    seeking to foster stewardship and innovation should:
        •s  Develop outcome-focused goals and measures
        s  Invest in collecting outcome-based performance data
        s  Integrate performance measures and results data into program
            management decisions whenever possible.
        •/  Tailor performance measures to reflect program goals and a significant
            portion of a program's activities.
        s  Select a few intermediate and long-term targets for improving program
            performance, including a few stretch targets.
        s  Arrange for periodic evaluation of the program by external, independent
            evaluators.

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