MODULE 8

Bringing It All Together:
Evaluation and Lessons Learned

PARTICIPANTS' GUIDE

Published by:

U.S. EPA Region 4
Environmental Justice and Children's Health Section

Environmental Justice Academy

A	United States

Environmental Protection
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Participants' Guide

Table of Contents

Preparation Materials	3

Icon Key	4

Agendas	5

Module 8 Day 1	5

Module 8 Day 2	6

Module 8 Day 1	7

Module 8 Day 1: Welcome Back	8

Module 8 Day 1: Close the Gap Recap: Module 7	8

Module 8 Day 1: Why Evaluate?	8

Module 8 Day 1: A Framework for Conducting Program Evaluations	11

45-Minute Break	13

Module 8 Day 1: Program Evaluation	14

Module 8 Day 1: The Logic of It All	15

Module 8 Day 1: Activity: Building a Logic Model	17

Module 8 Day 1: Closing	19

Module 8 Day 2	20

Module 8 Day 2: Welcome Back	21

Module 8 Day 2: Activity: EJ Academy Alumni Networking Session	21

Module 8 Day 2: Activity: Portfolio Screening	21

Module 8 Day 2: Activity: Using Toxics Release Inventory Data to Identify

Facilities for Pollution Prevention Outreach in Underserved Communities	22

Module 8 Day 2: Activity: Exploring EPA's Data Mapping Tools	22

Module 8 Day 2: Activity: Working Lunch, Graduation Plans, and Portfolio

Review Wrap-Up	23

Module 8 Day 2: Activity: Participation with Local Environmental Organization	23

Homework Assignment	23

Module 8 Day 2: Closing	24

Appendices	25

Appendix A: Additional Resources	26

Appendix B: Six Blind Men and an Elephant Story	27

Appendix C: Logic Model Template	28

Appendix D: Full Portfolio Review	29

Appendix E: Poster Presentation Template	43

Appendix F: Collaborative Problem-Solving Element 7	44

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Additional Notes:

Module 8
Participants' Guide

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Evaluation and Lessons Learned

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Participants' Guide

Preparation Materials

Participant Icon Key and Agendas

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Icon Key

Icon

Title

Meaning



0



Instructions to
the facilitator

This icon means there are specific instructions for the
facilitator. This content should not be read aloud.



m

1

Background
for the
facilitator

This icon indicates that there is background information the
facilitator should be aware of when covering this topic. This
information is presented in the facilitator's guide.







Facilitator
says

This icon means the facilitator should read the content nearly
verbatim, interjecting thoughts when appropriate.



0



Key point

This icon indicates an important point that the facilitator
should communicate to the audience in their own words.



I

1

1

Questions

This icon means the facilitator should allow time for the
audience to ask questions or the facilitator should ask the
audience questions.



D



Activity

This icon indicates an activity that the facilitator should
explain. The activity can be either a group or individual
activity.



.



Assessment

This icon indicates the facilitator will conduct an assessment.





Multimedia

This icon indicates the facilitator will have students watch a
video.

|

O



Computer

This icon indicates the facilitator will have students visit an
online resource.







Handouts or

resource

materials

This icon indicates the facilitator will give students a handout
or other resource material.



-



Homework

This icon indicates a homework assignment.



c



Transition

This icon indicates the facilitator will provide a transition from
one topic to another.

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Aqendas

Module 8 Day 1	

Bringing It All Together: Evaluation and Lessons Learned

Date:

Time:

Location:

Contact:

Time

Day 1

Facilitator



Close the Gap Recap: Module 7

•	Sign in

•	Overview of module 7

•	Short homework review

•	Questions and answers





Lesson 1—Why Evaluate?

•	Importance of evaluation

•	Two overarching types of evaluation:
process and outcome





Lesson 2—A Framework for Conducting Program
Evaluations

• Review the six components of the
evaluation framework





Break





Lesson 3—Program Evaluation

• Define evaluation stakeholders





Lesson 4—The Logic of It All

•	What is a logic model?

•	Logic model components

•	What are the logic model pathways?

•	How does a logic model help your
evaluation?





Activity—Building a Logic Model





Closing Remarks

•	Short introduction to day 2

•	Thanks and closing of session



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Module 8 Day 2	

Bringing It All Together: Evaluation and Lessons Learned

Date:

Time:

Location:

Contact:

Time

Day 2

Facilitator



Welcome/Check-In

EJ Academy Alumni Networking Session

•	EJ Academy alumni

•	Current EJ Academy students





Portfolio Screening

• Review action plan elements





Using Toxics Release Inventory Data to Identify Facilities for
Pollution Prevention Outreach in Underserved Communities





Break





Exploring Environmental Health Issues with Office of
Research and Development (ORD) Community Decision
Support Tools

• Recent advancements in EJScreen





Working Lunch

•	Portfolio review wrap-up

•	Discuss graduation activities



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Module 8 Day 1

Bringing It All Together: Evaluation and Lessons Learned

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Module 8 Day 1: Welcome Back	

Objective: Welcome back to the EJ Academy.

Sign In

Sign the class roster and ensure that the points you have earned are annotated on your
participant points matrix.

Module 8 Day 1: Close the Gap Recap: Module 7	

Objective: Discuss the purpose of your piranha bowl presentations and the
feedback you received from the judges.

B Module 7 Overview
Piranha Bowl

The "piranha bowl" was a small-scale simulation of the business funding-related reality
show, "Shark Tank." Like the show, you were required to persuade potential
stakeholders to invest in your plan for your community.

This exercise was designed to prepare you to pitch your action plan, program, or
project to actual stakeholders or potential investors during the graduation and
networking session.

Discussion Points

•	What stood out to you?

•	What concepts excited you or resonated with you?

•	How can you use this information?

Module 8 Day 1: Why Evaluate?	

Objective: Define and understand program evaluation.

Defining Program Evaluation

Program evaluation is a systematic, objective process for determining the
success of a policy or program. It addresses questions about whether and to what
extent the program is achieving its goals and objectives.

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Resource-providing organizations, such as EPA, are typically challenged with
prioritizing competing demands for investments. These organizations work on a wide
variety of challenges, such as housing, health care, education, the environment, labor,
economic development, crime, public safety, and comprehensive community change.

stronger and have clearer goals, strategies, actions, and measures of success.

Program evaluation helps to clarify the project's underlying assumptions and causal
relationships. In addition, evaluation can help organizations proactively identify
opportunities to adjust as early as possible. To be effective, evaluation needs to be
embedded within the culture of the community organization and its stakeholders.

Program evaluation has many benefits:

•	Measures program effectiveness.

•	Improves the program by identifying strengths and opportunities for
advancement.

•	Informs stakeholders and decision-makers of program success.

•	Demonstrates what the program is accomplishing.

•	Provides support for decision-making and strategic planning.

•	Improves program sustainability.

•	Helps gain resources and funding from potential program benefactors.

•	Helps the program adapt to change.

Program evaluation also helps projects meet two different but interrelated goals:

•	Addressing the program development needs of community-based efforts.

•	Addressing the accountability needs of organizations that provide resources
(i.e., financial and technical assistance) for community-based efforts.

Why Evaluate Programs?

•	To gain insight about a program and its operations—to see where it is going and
where it came from, and to find out what works and what doesn't.

•	To improve efficiency and modify practices to increase success.

•	To assess effects—to see how well the program meets objectives and goals and
benefits the community, and to provide evidence of effectiveness.

•	To build capacity by increasing funding, enhancing skills, and strengthening
accountability.

Importance of Program Evaluation

Projects that incorporate evaluation from the very beginning are usually

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jq Two Overarching Types of Evaluation: Process and Outcome Evaluation

Getting intermittent, honest feedback from partners, members, and other
stakeholders can help an organization adjust the direction of the project and refine
specific aspects. Evaluation helps organizations continuously improve during projects,
which is more advantageous than waiting until the end.

Process Evaluation

A process evaluation looks at the development and implementation of a program. It
establishes whether you've hit quantifiable targets and implemented strategies as
planned. It's typically done at the end of a project and looks at the program from start to
finish, assessing cause and effect relationships between the program components and
outcomes. This type of evaluation can be very useful in determining whether a program
should be continued, expanded upon, refined, or eliminated.

Questions that may be asked during a process evaluation include:

•	Has the project reached the target group?

•	Are all project activities reaching all parts of the target group?

•	What aspects of the project are participants and other key stakeholders satisfied
with?

•	What activities are being implemented as intended? What additional activities
can be implemented?

•	What, if any, changes have been made to the planned activities?

•	Are all materials and presentations suitable for the target audience?

Outcome Evaluation

Outcome evaluation measures the effectiveness of a program in producing change. It
examines the short-term, intermediate, and long-term impact of a program or project.
This type of evaluation is generally used to measure how successfully the program has
achieved its goals. Although outcome evaluation measures the main goal of the
program, it can also be used to assess program objectives overtime. For example, an
organization's process evaluation might confirm that 200 people have completed its
skills training program. An outcome evaluation would tell the organization how many of
those people demonstrated increased confidence, changed behaviors, or found jobs
because of their new skills.

Questions that may be asked during an outcome evaluation include:

•	Has the overall program goal been achieved?

•	What, if any, factors outside the program have contributed to the desired
change?

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What, if any, unexpected changes occurred because of the program?

Discussion Points

•	What types of evaluations have you completed in the past?

•	Which evaluations worked best?

•	What steps would you take to plan and implement your own evaluation?
Evaluation in the Real World

Discuss program evaluation. Review real world examples that demystify evaluation.

Evaluation

What It Measures/Assesses

Restaurant ratings

Sanitation, food temperatures, food
quality

Lab results

Biological markers to reference range

Consumer reports or other online reviews

Quality and value of items

Polling numbers

Trends in public opinion

Car gas gauge

Amount of gas available

School report cards

School performance

Module 8 Day 1: A Framework for Conducting Program Evaluations

Objectives: Learn key evaluation terms. Learn how to conduct a program evaluation
by using a program evaluation framework.

jQ Evaluation Approaches

There are many theories and approaches to evaluation. The specifics of each
approach are not important, just that there are different ways to approach evaluation. In
this module, you will learn six steps to evaluation that are based on a useful framework.

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Steps

Engage
Stakeholders

Ensure use and share
lessons learned

Describe
the program

Justify
conclusions

Standards

Utility
Feasibility
Propriety
Accuracy

Focus the
evaluation design

Gather credible
evidence

This evaluation framework was originally developed by the Centers for Disease Control
and Prevention (CDC).1 Reference to specific commercial products, manufacturers,
companies, or trademarks does not constitute its endorsement or recommendation by
the U.S. Government, Department of Health and Human Services, or Centers for Disease
Control and Prevention.

Evaluation Framework Components

The six steps of program evaluation are shown in a circle representing the
circular nature of the evaluation process. The steps are interdependent, and they may
be conducted in a nonlinear order. Often, more than one step is ongoing at any time.
The framework provides the flexibility to go backwards or forwards in the process
depending upon an organization's needs.

Although the steps can be conducted in a different order or simultaneously, there is a
reason for the way the steps have been sequenced—the earlier steps provide the
foundation for the later ones. Each step plays a crucial role in the evaluation process.

1 Centers for Disease Control and Prevention (CDC), (n.d.). A Framework for Program Evaluation.
http://www.cdc.gov/eval/framework/index.htm

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The circle also represents that the program evaluation process is iterative. As program
evaluation is conducted, the information or findings from the evaluation are used to
improve the program. The process repeats itself in a cycle to improve the program and
its effectiveness in achieving its objectives.

Engage stakeholders. Including multiple perspectives will help you develop a robust
and useful program evaluation that allows for more inclusivity.

Describe the program. To conduct a program evaluation, you and your stakeholders
need to be clear about what program will be evaluated and in what context. Evaluators
should create a detailed outline of each component and describe its effectiveness.

Focus the evaluation design. Identify what information you want to gain from the
evaluation given the resources available.

Gather credible evidence. Make sure you are gathering information that stakeholders
will consider relevant to answering the key evaluation question. Consider what needs to
be collected (i.e., indicators), where the information will come from (i.e., data sources),
how the information is collected (i.e., data collection methods), and the desired quality
and quantity of information.

Justify conclusions. In this step, you will link the evidence gathered and compare it
with the agreed-upon values or standards set by your stakeholders.

Ensure use and share lessons learned. Focus on preparing the results to share and
gain feedback. The value of the evaluation results depends on their use.

45-Minute Break	

Objective: Take a break before the next section.

Take a 45-minute break.

Overview of Steps

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Evaluation and Lessons Learned	Participants' Guide

Module 8 Day 1: Program Evaluation

Objective: Learn how to engage stakeholders using the evaluation process.

Define Evaluation Stakeholders

Stakeholders are people or organizations invested in the program, interested in
the results of the evaluation, and/or with a stake in what will be done with the results of
the evaluation.

There are three categories of stakeholders:

•	Those involved in program operations, such as management, program staff,
partners, funding agencies, and coalition members.

•	Those served or affected by the program, such as patients or clients, advocacy
groups, community members, and elected officials.

•	Those who are intended users of the evaluation findings or are able to make
decisions about the program, such as partners, funding agencies, coalition
members, and the general public.

o

o

Discuss: Audience Poll

Who are some of the evaluation stakeholders in your community?

Who cares about the environment?

Possible answers: residents, students, business owners, schools, public
officials, homeowners' organizations, and churches.

Who is in a position of authority or power in your community?

- Possible answers: city council members, mayors, principals, church
leaders, the president of the homeowners' association, and the local
department of public health or code enforcement.

Why is stakeholder involvement critical to the success of your evaluation?
Program evaluation created in a vacuum (i.e., without stakeholder input) may
not be useful.

Stakeholder involvement can help organizations identify data sources, ensure
data collection tools are relevant to the community, and leverage resources.
Stakeholders can help interpret results and determine what the key findings
are.

What roles may stakeholders have in the program evaluation? For example,
stakeholders might:

o Serve on an evaluation advisory group.

o

o

o

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o Help define key evaluation questions and the overall evaluation plan,
o Identify resources for the evaluation in terms of time, funds, and access to
data.

o Pilot test surveys or review data collection tools,
o Help interpret evaluation results that may be confusing,
o Use the evaluation results to make environmental changes.

Discuss

•	How can your organization get community input?

•	What are some things to consider when getting input from the community? What
works in getting this community involved?

•	Will trust have an impact on getting community input? What can be done to build
trust and get community input?

Module 8 Day 1: The Logic of It All	

Objective: Complete a program evaluation using the logic model method.

Wi Before conducting an evaluation, you need to understand what will be
—I evaluated. Having a clear description of your program makes sure everyone
involved has a shared understanding of what will be done and a common view of what
the program is trying to achieve. A logic model is a useful tool for describing a program.

The six blind men and an elephant story can be found in Appendix B.

n

V V Story Summary

In a parable, six blind men were challenged to accurately describe an elephant. To add
to the challenge, each man was taken to the elephant alone and allowed to touch only
one area of the animal. When they were asked to describe the elephant, they each had
a completely different perspective. This retelling of a traditional story from India
illustrates how different people can have distinctly different perceptions of the same
thing.

What Is a Logic Model?

A logic model is a systematic and visual way to present the perceived
relationships among the resources you need to operate the program, the

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activities you plan to do, and the results you hope to achieve. It also includes some
context of the environment in which you are trying to implement your program or effort.

Since logic models are visual, you need to think systematically to best describe your
program. The visual representation points out areas of strength or opportunities for
growth and can be adjusted as your program develops. It helps to clarify assumptions
with your stakeholders and program staff and to create a shared understanding of the
program's goals, activities, and expected outcomes.

a

Logic Model Components

Inputs include the human, financial, organizational, and community resources a
program has available to direct toward the work.

Activities are what the program does with the resources. Activities are the processes,
tools, events, technology, and actions that are an intentional part of the program's
implementation. These interventions are used to bring about the program's intended
results.

Outputs are the direct products of program activities and may include the types and
intended targets of services the program intends to deliver.

Outcomes (e.g., short-term, intermediate, and long-term) are the specific changes in
program participants' behavior, knowledge, skills, status, and level of functioning.
Short-term outcomes should be attainable within one to three years, while long-term
outcomes should be achievable within a four to six year time frame. The logical
progression from short-term to long-term outcomes should be reflected in impacts
occurring within about seven to 10 years.

What Are the Logic Model Pathways?

The logic model pathways are how the inputs, activities, outputs, and outcomes
connect with each other across the logic model. Do the links make logical sense? A
common pitfall in logic model development is not incorporating activities that result in
the outcomes expected.

How Does a Logic Model Help Your Evaluation?

A logic model helps describe the core elements of your program and the desired
outcomes of your efforts. Your evaluation efforts may focus on a particular box of the
logic model or the relationship between the boxes.

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Program Action - Logic Model

Situation

Needs and
assets

Symptoms

versus

problems

Stakeholder
engagement

Priorities

Consider:
Mission
Vision
Values
Mandates
Resources
Local dynamics (
Collaborators
Competitors

Intended
outcomes

Inputs

Outputs
Activities Participation

What we
invest

Staff

Volunteers

Time

Money

Research base

Materials

Equipment

Technology

Partners

What we do

Conduct
workshops,
meetings
Deliver

services
Develop
products,
curriculum,
resources
Train
Provide

counseling
Assess
Facilitate
Partner
Work with
media

Who we reach

Participants

Clients

Agencies

Decision-
makers

Customers
Satisfaction

Assumptions

Outcomes - Impact
Short Term Medium Term Long Term

9

What the

What the

What the

short term

medium term

ultimate

results are

results are

impact(s) is

Learning

Action

Conditions

Awareness

Behavior

Social

Knowledge

Practice

Economic

Attitudes

Decision-

Civic

Skills

making

Environmental

Opinions

Policies



Aspirations

Social Action



Motivations





External Factors

Evaluation

Focus - Collect Data - Analyze and Interpret - Report

Module 8 Day 1: Activity: Building a Logic Model	

Objective: Learn how the logic model helps organizations achieve desired
outcomes and identify a program's strengths, weaknesses, and
opportunities to improve.

What do we hope to accomplish as a result of our program?

What do we need to do to achieve these outcomes?

What resources do we need to implement our program and achieve the desired
results?

What is going on in the community that may affect the quality and impact of our
program?

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Logic Model Worksheet

Inputs

Strategies

Outputs

Outcomes

All the resources
necessary for
supporting a program.

Activities, services, or
interventions for the
program's targeted
audience.

Process measures linked
to strategies and
program implementation.

The anticipated
effects of your
program.

Examples:

•	Financial resources

•	Program staff

Examples:

•	Training

•	Outreach

Examples:

•	Number of people
trained

•	Number of outreach
materials created

Examples:

•	Increased skills

•	Improved
performance

Your Inputs

Your Strategies

Your Outputs

Your Outcomes

Contextual Factors (i.e., Factors Beyond Your Control)

Finalizing the Logic Model

•	Place your responses in the appropriate sections of the logic model diagram.

•	Draw arrows to depict relationships.

•	Review the model with other groups and revise as needed.

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Module 8 Day 1: Closing	

Objective: Close out day 1 of module 8

Summary of Module 8 Day 1

By the end of module 8 day 1, you should be able to:

•	Define and understand program evaluation.

•	Conduct a program evaluation using a program evaluation framework.

•	Engage stakeholders using the evaluation process.

•	Complete a program evaluation using the logic model method.

jq Short Introduction to Day 2

The facilitator has three choices for how to best implement day 2. They might
also implement a combination of these three choices. On day 2, you might:

1.	Attend an environmental justice-related conference.

2.	Learn to use decision-making tools provided by EPA's Office of Research and
Development and engage with a local environmental community organization.

3.	Learn how to begin citizen science projects in your community and engage with
community-based participatory research practices.

n Thanks and Closing of Session

Thank you for devoting your time to attending the EJ Academy. We hope that
once you complete the program, each of you will return to your community to
impart newly developed skills to other members, spreading the influence of the EJ
Academy and empowering them from within.

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Module 8 Dav 2

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Module 8 Day 2: Welcome Back	

~ Once you sign in, you will have an opportunity to meet EJ Academy alumni who
completed the program in previous years and are attending this session to help
review and improve your portfolios.

Module 8 Day 2: Activity: EJ Academy Alumni Networking Session

Objective: Meet and network with EJ Academy alumni who will help you improve
your portfolios.

c

Module 8 Day 2: Activity: Portfolio Screening	

Objective: Improve your portfolio.

Activity: Review the current EJ Academy participants' portfolios.

The facilitator will give you the "Full Portfolio Review" handout located in
Appendix D. The facilitator will pair you with either EJ Academy alumni
or EJ Academy staff to execute the portfolio review. You can also use this time to
review the portfolios of participants from previous cohorts. This will help you better
understand of what is expected in regards to portfolio completion, style, grammar, and
presentation.

Remember that these are merely examples and that everyone will produce a
( portfolio that is equivalent^ unique and important. Remember that you will be

turning in new drafts of previously completed assignments, not a whole new
assignment. Feel free to ask questions to clarify the portfolio criteria.

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Module 8 Day 2: Activity: Using Toxics Release Inventory Data to
Identify Facilities for Pollution Prevention Outreach in Underserved
Communities	

Objective: Learn about an online database to engage industry.

~

This lesson will cover the Toxics Release Inventory (TRI) as a means to
encourage community involvement. The database is available at the TRI
Program website:

https://www.epa.aov/toxics-release-inventorv-tri-proaram

The TRI is a resource for learning about toxic chemical releases and pollution
prevention activities reported by industrial and federal facilities. TRI data helps
communities, government agencies, companies, and others make informed decisions.

6^ Successfully motivating a community to actively bring about environmental
change requires creating awareness of what needs to change. Therefore, the
starting point for any community leader or group is proving the need for change. No one
will ever change what they can't measure. Finding the right tools to measure change is
key in creating community involvement. The TRI is one of those tools and is available
free of charge. Another tool to supplement the TRI database is EPA's Environmental
Compliance History Online (ECHO) tool, which outlines how facilities in your community
are doing their part to comply with environmental laws (see https://echo.epa.gov/). Not
only do these tools help you measure the current environmental condition of a
community, they can also show you a community or facility's progress through the
years.

The facilitator will now discuss another online tool created by EPA's Office of
Research and Development (ORD).

Module 8 Day 2: Activity: Exploring EPA's Data Mapping Tools	

Objective: Learn about EPA-created tools that can help you understand your
community's environmental health issues.

The facilitator will present the latest version of EJScreen, as well as other EPA tools
that are relevant to the class.

EJScreen 2.0 is an environmental justice screening and mapping tool based on
nationally consistent data and an approach that combines environmental and

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demographic indicators in maps and reports. The tool is available at
https://www.epa.gov/eiscreen.

Module 8 Day 2: Activity: Working Lunch, Graduation Plans, and
Portfolio Review Wrap-Up	

Objectives: Finish portfolio reviews and discuss the graduation ceremony plans.
Activity: Working break to discuss graduation and portfolio review wrap-up.

Wrap up final conversations or suggestions regarding the current draft of your
portfolios. The portfolio will help you prepare to apply for funding or engage key
stakeholders when you are ready. Please remember that the graduation will
include showing your portfolio. You are encouraged to invite family, friends, community
members, and stakeholders that you would like to engage to continue developing
partnerships.

Module 8 Day 2: Activity: Participation with Local Environmental
Organization	

Objective: Engage with or put in sweat equity with a local environmental

organization. Learn more about citizen science and how to engage with
monitoring the environmental parameters in your community.

Activity (Optional): Participate in a "green" volunteering opportunity.

Homework Assignment	

Objective: Discuss the poster presentation.

Poster Presentation Instructions

In addition to preparing your portfolio, you will be required to display a poster
presentation showcasing your project for your colleagues, project partners,
and other guests during graduation weekend. Your poster should include details on
your community background, mission and vision, project goals, action steps, time
frames, budget, financing, and acknowledgements to those who helped with your
project. The template, available in Appendix J in module 5, is an example of how the
poster can be organized.

You can use a traditional poster board to convey the details of your project, but you can
also use other methods, such as a PowerPoint presentation or photo collage.

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Be prepared to set up your poster/display at least 1.5 hours before the graduation
ceremony.

Module 8 Day 2: Closing	

Objective: Close out day 2 of module 8.

Thanks and Closing of Session

Thank you for devoting your time to attending the EJ Academy. We hope that once you
complete the program, each of you will return to your community to impart newly
developed skills to other members, spreading the influence of the EJ Academy and
empowering them from within.

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Appendices

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Appendix A: Additional Resources	

•	CDC, Introduction to Program Evaluation for Public Health Programs: A Self-
Study Guide: https://www.cdc.aov/evaluation/auide/index.htm

•	CDC, Introduction to Program Evaluation for Public Health Programs: A Self-
Study Guide, Glossary: https://www.cdc.aov/evaluation/auide/alossarv/index.htm

•	W.K. Kellogg Foundation, Logic Model Development Guide:
https://wkkf.issuelab.ora/resource/loaic-model-development-guide.html

•	Urban Institute Series on Outcome Management for Nonprofit Organizations:
o "Key Steps in Outcome Management" by Linda M. Lampkin and Harry P.

Hatry: http://www.urban.ora/publications/310776.html
o "Finding Out What Happened to Former Clients" by Ritu Nayyar-Stone and

Harry P. Hatry: http://www.urban.org/publications/310815.html
o "Developing Community-wide Outcome Indicators for Specific Services" by
Harry P. Hatry, Jake Cowan, Ken Weiner, and Linda M. Lampkin:
http://www.urban.org/publications/310813.html
o "Surveying Clients About Outcomes" by Martin D. Abravanel:

http://www.urban.org/publications/310840.html
o "Analyzing Outcome Information" by Harry P. Hatry, Jake Cowan, and

Michael Hendricks: http://www.urban.org/publications/310973.html
o "Using Outcome Information" by Elaine Morley and Linda M. Lampkin:
http://www.urban.org/publications/311040.html

•	Performance Measurement: Getting Results (second edition) by Harry Hatry:
https://rowman.com/ISBN/9780877667346/Performance-Measurement-Getting-
Results-Second-Edition

•	"Measuring Program Outcomes: A Practical Approach" by the United Way of
America:

https://digitalcommons.unomaha.edu/cg i/viewcontent.cgi?article=1047&context=
slceeval

•	Ten Steps to a Results-Based Monitoring and Evaluation System by Jody Zall
Kusek and Ray C. Rist:

https://openknowledge.worldbank.Org/handle/10986/14926

•	"Focusing on Program Outcomes: A Guide for United Ways" by United Way
Worldwide: https://www.unitedwavnems.org/wp-
content/uploads/2018/02/Qutcomes Guide Final-08.28.09.pdf

•	Benchmarking for Nonprofits: How to Measure, Manage, and Improve
Performance by Jason Saul

•	My-Peer Toolkit, "Types of Evaluation": http://mypeer.org.au/monitoring-
evaluation/types-of-evaluation/

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Appendix B: Six Blind Men and an Elephant Story	

Once upon a time, there lived six blind men in a village. One day the villagers told
them, "Hey, there is an elephant in the village today."

They had no idea what an elephant was. They decided, "even though we would not be
able to see it, let us go and feel it anyway." All of them went to where the elephant was.
Every one of them touched the elephant.

"Hey, the elephant is a tree," said the first man, who touched the leg.

"Oh, no! It is like a rope," said the
second man, who touched the tail.

"Oh, no! It is like a thick snake," said
the third man, who touched the
trunk.

"It is like a big hand fan," said the
fourth man, who touched the ear.

"It is like a huge wall," said the fifth
man, who touched the belly.

"It is like a spear," said the sixth man, who touched the tusk.

The men began to argue about the elephant, and every one of them insisted that he
was right. It looked like they were getting agitated. A wise man was passing by and saw
this.

He stopped and asked them, "what is the matter?"

The men said, "we cannot agree about what the elephant is like." Each one of them
said what he thought the elephant was like.

The wise man calmly explained to them, "all of you are right. Every one of you is telling
it differently because each one of you touched a different part of the elephant. The
elephant actually has all the features you described."

"Oh!" everyone said. There was no more fight. They felt happy that they were all right.

The moral of the story is that there may be some truth to what everyone says.
Sometimes we can see that truth and sometimes not, because they may have a
perspective we don't agree with. So, rather than arguing like the blind men, we should
accept other people's perspectives to avoid arguments.

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Appendix C: Logic Model Template	

Logic Model Development
Program Implementation Template

Resources

Activities

Outputs

Short- and Long-Term
Outcomes

Impact

In order to accomplish our
activities, we will need the
following:

To address our problem, we
will accomplish the following
activities:

l/l/e expect that once
accomplished, these
activities will produce the
following evidence of
service delivery:

l/l/e expect that if
accomplished, these
activities will lead to the
following changes in one to
three years, then in four to
six years:

l/l/e expect that if
accomplished, these
activities will lead to the
following changes in seven
to 10 years:











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Appendix D: Full Portfolio Review

EJ Academy Participant: [Name]

Portfolio Requirements

Completed

Notes

1. Community Executive Summary

a. Piranha bowl summary





b. Dream statement





c. S.M.A.R.T. action plan





2. Community Description

a. Organization and/or community name





b. Organizational chart





c. Community background and historical
information (see requirements i-iv)





i. Challenges #1, #2, and #3





ii. History and background (i.e.,
boundaries, geography)





iii. Demographic information (for
community residents and
organizational members)





iv. Community and natural resources





3. Stakeholder Partnerships and Resources Chart

Stakeholder partnerships and resources chart





4. Budget

Budget





5. Financial Resources and Assets

Financial resources and assets





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1a. Community Executive Summary

Piranha Bowl Presentation Summary

Name



Name of organization/affiliation



Title of program/project



Required Elements
Mission/vision



Project plan



Importance to potential partner

(Why should the piranha be
attracted to supporting your
program/project?)



Budget/financial investment



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1b. Dream Statement

Include either your short, logo-style dream statement or your longer, more detailed
dream statement.

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1c. S.M.A.R.T. Action Plan
Goal:

Use chart below. You should have completed at least one section per module, based on the module topic.

S.M.A.R.T Actions

Actions should contribute to success
of a goal and be S.M.A.R.T.: Specific, measurable,
achievable, relevant:, and time-bound

Why Is This
Important?

Supporting Cast

Who else can
help?

Costs and
Resources

Funding sources?
Human resources?

Time Frame

Short (1-2 years),
medium (3-5 years),
long (>5 years)

Lead Role

Who is the primary
responsible
organization or
person ?

How Will

You
Measu re

Your
Success?

Specific action:













Specific action:













Specific action:













Specific action:













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2. Community Description

2a. Organization and/or Community Name
Name of Organization/Community:	

2b. Organizational Chart

The instructions for creating an organizational chart from homework 3 are below.

Use the organizational chart instructions to prepare an organizational chart that
illustrates your core team, including the leaders and key people in your organization
and/or community. In each box, list the person's name, their title (if they don't have an
official title, list their function/role), and their connection to other people within the
organization/community. The instructions can be found in Appendix C in module 3.

2c(i). Community Background and Historical Information

Include key parts from module 1 for 2c(ii-v) (shown below).

2c(ii). Challenges #1, #2, and #3
Identifying the Challenges: Discover the Truth

Take on the Challenge: Properly Assessing and Identifying the Challenge

Module 1 prompted a discussion of the issues within your neighborhood. The first step
to solving the problem is not seeing it as a roadblock, but as a challenge that will act as
a platform for building up your community. Second, you must properly identify the
challenge and ensure that others in your community agree that it is the major

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Fill out the information below using the activity where you identified your community's
challenges (module 1 day 2: We Want Justice activity). Compare this information to the
responses you receive from individuals at a community meeting. If you are unable to
attend a community meeting, conduct interviews with several community members and
ask what they think the major challenges of the community are. Then, use what you
have learned and take your perspective and the community's perspective to compile
three major challenges within your community. List the challenges from greatest to
least importance:

Challenge #1:

Challenge #2:

Challenge #3:

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2c(iii). History and Background

Define Your Community: On the Road to Discovery
Community Assessment

Every community has a history that shapes the present state of its environment. It is
important for communities to use their past success and mistakes to determine where
they would like to be in the future.

Research the history of your community at least for the past 25-50 years. Search on
the internet and interview community members who have witnessed your community
changing. Then, write one or two paragraphs that discuss the history of your
community. Include items such as community transitions; important events; and
changes in leadership, politics, social climate, or the environment.

Find Your Edge: Boundaries/Geography of Your Community

It is important to know the boundaries of your community so that you can focus your
goals and identify others who can assist within your community. This exercise will help
you understand the benefits and challenges that directly affect the people within those
boundaries.

Fill out the information below using the resource links in module 1, Appendix M. For
further instructions, see the example homework assignment, which has more
supplementary material. Mention this topic in the community organization's meeting to
get feedback on the social boundaries within your community.

City, state:	

What are the geographical boundaries for your community?

What are the neighboring communities, based on the boundaries of your community?

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Approximate size, in numbers, of your community's population based on the
boundaries determined:	

Physical boundaries (e.g., rivers, creeks, climate, landforms) in your community:

Social boundaries (e.g., transportation, values, knowledge, lack of leadership, lack of
collective organization) that limit the communication, collaboration, and the
improvement of your community. Be very specific to your community.

2c(iv). Community Assessment

The Faces of Change: Demographic Information

Many communities recognize that society is constantly putting a face to their
community, to who they are. It is time that the people within the community define their
community and define the faces of change.

Fill out the blanks using census data (use approximate percentages unless otherwise
indicated) to determine the demographics (e.g., race, ethnicity, gender, age, income) of
your community. If you are within an organization or have a centralized community
body, take your research a step further and assess the demographics of those who
attend meetings, identifying the demographics of members and group leaders.

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Residents

Group Members

Group Leaders

Race/Ethnicity

Black or African American







Asian







White







Hispanic or Latino







American Indian and
Alaska Native







Native Hawaiian and other
Pacific Islander







Other (two or more races)







Gender

Male







Female







Age Median (Number
Value)







Educational Attainment

High school graduate or
above







Bachelor's degree or
higher







Median Household Income
(Number Value)

Poverty

Language (Optional):

Speak only English







Speak a language other
than English







Origin

Born in the U.S., including
territories (native)







Born outside the U.S.
Cforeian bornl







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2c(v). Community and Natural Resources

Using the table below, list only the resources within your community (e.g., individuals,
institutions, industries).

Pulling From Your Resources: Discovering What Is in Front of You

Resources are vital when it comes to accomplishing projects and improving your
environment. Many people think of resources as finances or money, but resources can
also be people, opportunities, and knowledge. Identify people, organizations, or
programs that can act as resources to furthering the vision of your community.

Fill out the table below with possible resources you could collaborate with on a project
or event. List specific resources that your organization/community is most likely to
collaborate with, as well as resources that your community is less likely to collaborate
with or would be harder to partner with. If you are an organization or a centralized
community group, you should discuss this at a meeting. If not, brainstorm individuals or
organizations in your community that have a similar vision or can contribute to
improving your community. (These should be possible collaborations, and no formal
agreements should be made.)

Note: Other resources can refer to assets such as human capital (skills, education,
health); cultural capital (traditions, language); natural capital (air, soil, water); and social
capital (leadership, groups, networks). Mention these assets on a separate sheet of
paper.



Local Resources for Furthering Your
Community/Organization's Vision

Individuals



Community groups, services, and
organizations (nonprofits,
libraries, churches, recreation
centers)



Institutions (schools,
governmental)



Industries (restaurants, small
businesses, companies)



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3. Stakeholder Partnerships and Resources Chart

Stakeholder or
Partner

Sector

What Is Their Role
In This Effort?

Contact Information

























































4.	Budget

No specific template required.

5.	Financial Resources and Assets

No specific template required.

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Appendix E: Poster Presentation Template

^¦DS7x
' A vu

Mj

ENVIRONMENTAL JUSTICE ACADEMY

TITLE
(Subtitle)

Author

Community Background

Goal

Time Frames

Insert picture

Mission and Vision

Insert picture

Action Steps

Insert Timeline

Financing

Insert picture

Acknowledgements

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Appendix F: Collaborative Problem-Solving Element 7	

Collaborative Problem-Solving Element 7: Evaluation, Lessons Learned, and
Replication of Best Practices

Objectives:

•	Periodically evaluate progress.

•	Use lessons learned as the project proceeds.

•	Clearly describe measures of success.

•	Document and share information on successes.

Techniques used in the evaluation process:

•	Use a logic model to develop a template for the project plan.

•	Define clear measures of success for project outcomes.

•	Develop mechanisms to integrate the lessons into future efforts as new issues
and challenges emerge.

•	Share, publish, and disseminate lessons learned and best practices.

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