Evaluating Organization Development How to Ensure and Sustain the Successful Transformation http://taylorandfrancis.com Evaluating Organization Development How to Ensure and Sustain the Successful Transformation Edited by Maureen Connelly Jones William J. Rothwell CRC Press Taylor & Francis Group 6000 Broken Sound Parkway NW, Suite 300 Boca Raton, FL 33487-2742 © 2018 by Taylor & Francis Group, LLC CRC Press is an imprint of Taylor & Francis Group, an Informa business No claim to original U.S. Government works Printed on acid-free paper International Standard Book Number-13: 978-1-138-19645-2 (Paperback) Tis book contains information obtained from authentic and highly regarded sources. Reasonable eforts have been made to publish reliable data and information, but the author and publisher cannot assume responsibility for the validity of all materi- als or the consequences of their use. 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CCC is a not-for-proft organization that provides licenses and registration for a variety of users. For organizations that have been granted a photocopy license by the CCC, a separate system of payment has been arranged. Trademark Notice: Product or corporate names may be trademarks or registered trademarks, and are used only for identif- cation and explanation without intent to infringe. Library of Congress Cataloging‑in‑Publication Data Names: Rothwell, William J., 1951- editor. | Jones, Maureen, 1969- editor. Title: Evaluating organization development : how to ensure and sustain the successful transformation / editors, William J. Rothwell and Maureen Jones. Description: Boca Raton, FL : CRC Press, 2017. Identifers: LCCN 2017003182 | ISBN 9781138196452 (pbk. : alk. paper) Subjects: LCSH: Organizational change. Classifcation: LCC HD58.8 .E936 2017 | DDC 658.4//06--dc23 LC record available at https://lccn.loc.gov/2017003182 Visit the Taylor & Francis Web site at http://www.taylorandfrancis.com and the CRC Press Web site at http://www.crcpress.com To my partner and husband, Art, for his unconditional support in h elping to make my dreams come true. To Connelly and Grace for being my i nspiration. I hope you believe that anything is possible, because it is! Maureen To Marcelina V. Rothwell. You are the light of my life. Bill http://taylorandfrancis.com Contents Editors ........................................................................................................ ix Contributors ..............................................................................................xi 1 Why Evaluate Organizational Change Efforts? ............................1 M.J. PARK 2 How Does Organizational Change Evaluation Differ from Training Evaluation? .........................................................31 ZAKIYA ALSADAH, ALI ALKHALAF, AND MAUREEN CONNELLY JONES 3 Aligning Evaluation to Organizational Strategy ........................51 MARIA T. SPENCER AND MARIE CARASCO-SAUL 4 Planning the Evaluation ............................................................75 JI WON PARK 5 Identifying and Examining Key Stakeholders/Decision Makers .......................................................................................89 VERONICA DAVID, DARA SANOUBANE, AND MAUREEN CONNELLY JONES 6 Determining Evaluators and Evaluation Criteria .....................105 JAMAL E. AL KHADHURI AND MAUREEN CONNELLY JONES 7 Organization Development/Change and Evaluation: External and Internal Sources to Consider ............................................125 EDWIN MOURIÑO 8 Determining, Collecting, and Analyzing Implementation Data ...143 ROBERT BOSWELL 9 Reporting Results to Stakeholders ..........................................163 MAUREEN CONNELLY JONES vii viii ◾ Contents 10 The Future of Evaluation in Organization Development .........183 WILLIAM J. ROTHWELL Appendix A: Stakeholders and the Phases of Change Evaluation .....193 Appendix B: Change Effort Criteria Evaluation .............................195 Index ..............................................................................................197 Editors Maureen Connelly Jones, PhD, RN, is a Senior Instructor and Teaching Assistant Professor for the Master of Health Administration Programs at The Pennsylvania State University. Dr. Jones has worked in higher education since 1997, teach- ing in health and nursing policy and administration. Her worked in the healthcare industry for more than 25 years. Her broad expertise in the education arena in both residential and online programs, creating an online certifcate program, as well as curricu- lum development, course creation, outcomes evaluation, curriculum map- ping, and competency-based education development and implementation has involved students in undergraduate through dissertation work. She earned her PhD from Penn State with an emphasis in Organization Development and Human Resource Management and brings an extensive and diverse healthcare experience to the students, her research, and the organizations with whom she partners. Her management roles have included program manager, hospital supervisor, practice advancement specialist, edu- cator, and project manager. She has held clinical roles in multiple level-one emergency/trauma centers, as a fight nurse for both pediatric and adult critical- care patients, and in pre-hospital emergency medical services as a paramedic. Dr. Jones’ research explores the necessary characteristics for healthcare executives. Past research explored how healthcare Chief Executive Offcers (CEOs) lead during a crisis as part of the competency development model by identifying healthcare CEO characteristics (ongoing research) by inter- viewing CEOs and members of their executive team. In addition to her research agenda, Dr. Jones has a passion for helping organizations create success surrounding workforce planning and has published chapters in two books: Talent Management: A Step-by-Step Action-Oriented Guide Based on Best Practice and Career Planning (2016, HRD Press, Amherst, MA) and ix