Investigating Equity and Social Justice within Programs: A Framework of Evaluative Criteria

Main Article Content

Rebecca M. Teasdale
https://orcid.org/0000-0002-1981-7032
Cherie M. Avent
https://orcid.org/0000-0001-9855-5239

Abstract

Background: Evaluators have a professional and ethical responsibility to contribute to the “advancement of an equitable and just society.” A rich body of scholarship provides guidance about how evaluators can do so through social justice–oriented and decolonizing evaluation approaches, culturally responsive methods, attending to power and privilege in program and evaluation contexts, and partnering with communities. In this article, we provide guidance for examining how the program being evaluated attends to issues of equity and social justice.


Purpose: We present a framework for investigating equity and social justice within programs through the criteria that evaluations pursue. The framework is offered as a map of possibilities and a thinking tool to help evaluators surface, examine, and negotiate varying values and design evaluative lines of inquiry to address them.


Setting: We write as evaluation faculty in colleges of education. We approached the framework through the lens of our shared commitment to advancing equity and social justice in evaluation practice. We aimed to bring together our differing areas of expertise and lived experiences to develop a resource to support evaluators in advancing equity and social justice.


Data Collection and Analysis: Our work builds on a previously published model of criteria domains. Each domain reflects a broad category of program characteristics or results that can be deemed important or desirable for a given program and context. Here, we refine and expand the model by applying an equity and social justice lens to 11 different criteria domains. We draw on the social justice–oriented evaluation literature for guidance and examples about how evaluators can advance equity and social justice within each domain and associated lines of inquiry.


Findings: The framework outlines 11 criteria domains in which a program’s contribution to equity and social justice might be examined. We describe each domain and apply it to an example evaluation to illustrate. We conclude by discussing the use of the framework to advance equity and social justice through evaluation practice, education, and scholarship.

Downloads

Download data is not yet available.

Article Details

How to Cite
Teasdale, R., & Avent, C. (2025). Investigating Equity and Social Justice within Programs: A Framework of Evaluative Criteria. Journal of MultiDisciplinary Evaluation, 21(49), 1–22. https://doi.org/10.56645/jmde.v21i49.1095
Section
Research Articles

References

American Evaluation Association. (2018a). AEA evaluator competencies. https://www.eval.org/About/Competencies-Standards/AEA-Evaluator-Competencies

American Evaluation Association. (2018b). Guiding principles for evaluators. https://www.eval.org/About/Guiding-Principles

American Evaluation Association. (n.d.). Dialogues on race and class. https://www.eval.org/Events/Dialogues-on-Race-and-Class

American Medical Association. (2021). Advancing health equity: A guide to language, narrative and concepts. https://www.ama-assn.org/about/ama-center-health-equity/advancing-health-equity-guide-language-narrative-and-concepts-0

Armytage, L. (2011). Evaluating aid: An adolescent domain of practice. Evaluation, 17(3), 261-276. https://doi.org/10.1177/1356389011410518

Augustsson, H., Richter, A., Hasson, H., & von Thiele Schwarz, U. (2017). The need for dual openness to change: A longitudinal study evaluating the impact of employees' openness to organizational change content and process on intervention outcomes. The Journal of Applied Behavioral Science, 53(3), 349-368. https://doi.org/10.1177/0021886317691930

Avent, C. M. (2025). The criticality of language: Exploring STEM education evaluators conceptualizations of equity, diversity, and inclusion and the influence on their roles and practice. Evaluation and Program Planning, 108. https://doi.org/10.1016/j.evalprogplan.2024.102511

Avent, C., Teasdale, R. M., Yan, X., Serrano Abreu, M. B., & Moore, C. (2023). Towards racial equity: Navigating diverse conceptualizations and perspectives in social justice-oriented evaluation practice [Manuscript submitted for publication].

Bamberger, M., & Segone, M. (2011). How to design and manage equity-focused evaluations. https://agora.unicef.org/course/info.php?id=1238

Benitez, M., Jr. (2010). Resituating culture centers within a social justice framework: Is there room for examining Whiteness? In L. D. Patton (Ed.), Culture centers in higher education: Perspectives on identity, theory, and practice (pp. 119-134). Stylus.

https://doi.org/10.4324/9781003443971-9

Bledsoe, K. (2021). Evaluation's identity: Who are we, why are we here, and what does our future look like? Evaluation Matters-He Take Tō Te Aromatawai, 7, 6-29. https://doi.org/10.18296/em.0064

Bowen, M. L., & Tillman, A. S. (2015). Developing culturally responsive surveys: Lessons in development, implementation, and analysis from Brazil's African descent communities. American Journal of Evaluation, 36(1), 25-41. https://doi.org/10.1177/1098214014539831

Boyce, A., & Smith, T. (2021). Diversity, equity, and inclusion in evaluation: Definitions, evaluation questions, indicators, and data collection methods. https://evalu-ate.org/guide/edi-in-evaluation/

Boyce, A. S., Tovey, T. L. S., Onwuka, O., Moller, J. R., Clark, T., & Smith, A. (2023). Exploring NSF-funded evaluators' and principal investigators' definitions and measurement of diversity, equity, and inclusion. American Journal of Evaluation, 44(1), 50-73. https://doi.org/10.1177/10982140221108662

Canadian Evaluation Society. (n.d.). 2019-2024 Canadian Evaluation Society strategic plan. https://evaluationcanada.ca/client_assets/PDFs/CES%20Strategic%20Plan%20EN.pdf

Centre for Excellence for Evaluation. (2015). Evaluation of the 2009 Policy on Evaluation. https://www.canada.ca/en/treasury-board-secretariat/services/audit-evaluation/centre-excellence-evaluation/evaluation-2009-policy-evaluation.html

Chianca, T. (2008). The OECD/DAC criteria for international development evaluations: An assessment and ideas for improvement. Journal of MultiDisciplinary Evaluation, 5(9), 41-51. https://doi.org/10.56645/jmde.v5i9.167

Chilisa, B., & Bowman, N. R. (2023). Special issue editors' introductory note: The why and how of the decolonization discourse. Journal of MultiDisciplinary Evaluation, 19(44), 2-10.

https://doi.org/10.56645/jmde.v19i44.919

Chilisa, B., Major, T. E., Goathobogwe, M., & Mokgolodi, H. (2016). Decolonizing and indigenizing evaluation practice in Africa: Toward African relational evaluation approaches. Canadian Journal of Program Evaluation, 30(3), 313-328. https://doi.org/10.3138/cjpe.30.3.05

Cram, F. (2016). Lessons on decolonizing evaluation from Kaupapa Māori evaluation. Canadian Journal of Program Evaluation, 30(3), 296-312. https://doi.org/10.3138/cjpe.30.3.04

Cronbach, L. J., & Associates. (1980). Toward reform of program evaluation. Jossey-Bass.

Davidson, E. J. (2005a). Criteria. In S. Mathison (Ed.), Encyclopedia of Evaluation (pp. 91-92). Sage.

Davidson, E. J. (2005b). Evaluation methodology basics: The nuts and bolts of sound evaluation. Sage. https://doi.org/10.4135/9781452230115

Dean-Coffey, J. (2018). What's race got to do with it? Equity and philanthropic evaluation practice. American Journal of Evaluation, 39(4), 527-542. https://doi.org/10.1177/1098214018778533

Dickinson, P., & Adams, J. (2017). Values in evaluation: The use of rubrics. Evaluation and Program Planning, 65, 113-116. https://doi.org/10.1016/j.evalprogplan.2017.07.005

Dumaine, F. (2012). When one must go: The Canadian experience with strategic review and judging program value. New Directions for Evaluation, 133, 65-75. https://doi.org/10.1002/ev.20007

Elam, P., & Walker, W. (2021). Considerations for conducting evaluation using a culturally responsive and racial equity lens. https://mphi.org/wp-content/uploads/2022/05/Considerations-for-Conducting-Evaluation-Using-a-Culturally-Responsive-and-Racial-Equity-Lens.pdf

Fournier, D. M. (1995). Establishing evaluative conclusions: A distinction between general and working logic. New Directions for Evaluation, 68, 15-32. https://doi.org/10.1002/ev.1017

Garibay, C., & Teasdale, R. M. (2019). Equity and evaluation in informal STEM education. New Directions for Evaluation, 161, 87-106. https://doi.org/10.1002/ev.20352

Gates, E. F., Madres, J., Hall, J. N., & Alvarez, K. B. (2022). It takes an ecosystem: Socioecological factors influencing equity-oriented evaluation in New England, U.S., 2021. Evaluation and Program Planning, 92, 102068. https://doi.org/10.1016/j.evalprogplan.2022.102068

Gates, E. F., Teasdale, R. M., Shim, C., & Hubacz, H. (2024). Whose and what values? Advancing and illustrating explicit specification of evaluative criteria in education. Studies in Educational Evaluation, 81, 101335. https://doi.org/10.1016/j.stueduc.2024.101335

Gates, E. F., Williamson, E., Madres, J., Hall, J. N., & Alvarez, K. B. (2022). Equity "on the sideline": A mixed methods study of New England evaluation practice in 2020. Journal of MultiDisciplinary Evaluation, 18(42). https://doi.org/10.56645/jmde.v18i42.715

Giacomini, M., & Hurley, J. (2008). Issues in evaluating equity. In L. Potvin, D. V. McQueen, M. Hall, L. de Salazar, L. M. Anderson, & Z. M. Hartz (Eds.), Health promotion evaluation practices in the Americas (pp. 285-298). Springer.

https://doi.org/10.1007/978-0-387-79733-5_16

Greene, J. C. (2006). Evaluation, democracy, and social change. In I. Shaw, J. C. Greene, & M. M. Mark (Eds.), The SAGE Handbook of Evaluation (pp. 118-140). Sage.

https://doi.org/10.4135/9781848608078.n5

Greene, J. C. (2012). Values-engaged evaluations. In M. Segone (Ed.), Evaluation for equitable development results (pp. 192-206). UNICEF. http://www.clear-la.cide.edu/sites/default/files/Evaluation_for_equitable%20results_web.pdf

Greene, J. C., Boyce, A. S., & Ahn, J. (2011). A values-engaged, educative approach for evaluating education programs: A guidebook for practice. University of Illinois at Urbana-Champaign. http://comm.eval.org/communities/community-home/librarydocuments/viewdocument?DocumentKey=f3c734c0-8166-4ba4-9808-a07e05294583

Gullickson, A. M. (2020). The whole elephant: Defining evaluation. Evaluation and Program Planning, 79, 101787. https://doi.org/10.1016/j.evalprogplan.2020.101787

Gullickson, A. M., & Hannum, K. M. (2019). Making values explicit in evaluation practice. Evaluation Journal of Australasia, 19(4), 162-178. https://doi.10.1177/1035719X19893892

Hall, J. N. (2020a). Focus groups: Culturally responsive approaches for qualitative inquiry and program evaluation. Myers Education.

Hall, J. N. (2020b). The other side of inequality: Using standpoint theories to examine the privilege of the evaluation profession and individual evaluators. American Journal of Evaluation, 41(1), 20-33. https://doi.org/10.1177/1098214019828485

Hall, M. E. (2018). Evaluation's race problem in the U.S.: A call to action for the profession and the American Journal of Evaluation. American Journal of Evaluation, 39(4), 569-583. https://doi.org/10.1177/1098214018792624

Hall, M. E. (2020). Blest be the ties that bind. New Directions for Evaluation, 166, 13-22. https://doi.org/10.1002/ev.20414

Hood, S. (2001). Nobody knows my name: In praise of African American evaluators who were responsive. New Directions for Evaluation, 92, 31-44. https://doi.org/10.1002/ev.33

Hood, D. W., & Cassaro, D. A. (2002). Feminist evaluation and the inclusion of difference. New Directions for Evaluation, 96, 27-40. https://doi.org/10.1002/ev.64

Hood, S., Hopson, R. K., & Kirkhart, K. E. (2015). Culturally responsive evaluation: Theory, practice, and future implications. In K. E. Newcomer, H. P. Hatry, & J. S. Wholey (Eds.), Handbook of practical program evaluation (4th ed., pp. 281-317). Jossey-Bass.

https://doi.org/10.1002/9781119171386.ch12

Hopson, R., & Cram, F. (2018). Tackling wicked problems in complex evaluation ecologies. In R. Hopson & F. Cram (Eds.), Tackling wicked problems in complex ecologies: The role of evaluation (pp. 3-24). Stanford University Press. https://doi.org/10.1515/9781503605565

House, E. R. (2015). Evaluating: Values, biases, and practical wisdom. Information Age.

House, E. R., & Howe, K. R. (1999). Values in evaluation and social research. Sage.

https://doi.org/10.4135/9781452243252

Hurteau, M., Houle, S., & Mongiat, S. (2009). How legitimate and justified are judgments in program evaluation?. Evaluation, 15(3), 307-319. https://doi.org/10.1177/1356389009105883

Jacobson, M. R., Azzam, T., & Baez, J. (2012). The nature and frequency of inclusion of people with disabilities in program evaluation. American Journal of Evaluation, 34(1), 23-44. https://doi.org/10.1177/1098214012461558

Jordan, L. S., & Hall, J. N. (2023). Framing anticolonialism in evaluation: Bridging decolonizing methodologies and culturally responsive evaluation. Journal of MultiDisciplinary Evaluation, 19(44), 102-116. https://doi.org/10.56645/jmde.v19i44.769

King, J., McKegg, K., Oakden, J., & Wehipeihana, N. (2013). Evaluative rubrics: A method for surfacing values and improving the credibility of evaluation. Journal of MultiDisciplinary Evaluation, 9(21), 11-20. https://doi.org/10.56645/jmde.v9i21.374

Kirkhart, K. E. (2016). Equity, privilege, and validity: Traveling companions or strange bedfellows? In S. I. Donaldson & R. Picciotto (Eds.), Evaluation for an equitable society (pp. 109-131). Information Age.

Madison, A. (1992). Primary inclusion of culturally diverse minority program participants in the evaluation process. New Directions for Evaluation, 53, 35-43. https://doi.org/10.1002/ev.1599

Madison, A. M. (2000). Language in defining social problems and in evaluating social programs. New Directions for Evaluation, 86, 17-28. https://doi.org/10.1002/ev.1169

Manswell-Butty, J. L., Reid, M. D., LaPoint, V. (2004). A culturally responsive evaluation approach applied to the talent development school-to-career intervention program. New Directions for Evaluation, 101, 37-47. https://doi.org/10.1002/ev.106

Mark, M. M., Henry, G. T., & Julnes, G. (2000). Evaluation: An integrated framework for understanding, guiding, and improving policies and programs. Jossey-Bass.

Martens, K. S. R. (2018). Rubrics in program evaluation. Evaluation Journal of Australasia, 18(1), 21-44. https://doi.org/10.1177/1035719X17753961

McBride, D., Casillas, W., & LoPiccolo, J. (2020). Inciting social change through evaluation. New Directions for Evaluation, 166, 119-127. https://doi.org/10.1002/ev.20405

Mertens, D. M. (1999). Inclusive evaluation: Implications of transformative theory for evaluation. American Journal of Evaluation, 20(1), 1-14. https://doi.org/10.1177/109821409902000102

Mertens, D. M., & Hopson, R. K. (2006). Advancing evaluation of STEM efforts through attention to diversity and culture. New Directions for Evaluation, 109, 35-51. https://doi.org/10.1002/ev.177

Mertens, D. M., & Wilson, A. T. (2019). Program evaluation theory and practice: A comprehensive guide (2nd ed.). Guilford.

Miller, R. L. (2018). Hiding in plain sight: On culturally responsive evaluation and LGBT communities of colour. Evaluation Matters-He Take Tō Te Aromatawai, 4, 5-34. https://doi.org/10.18296/em.0027

Miller, V. D., Johnson, J. R., & Grau, J. (1994). Antecedents to willingness to participate in a planned organizational change. Journal of Applied Communication Research, 22, 59-80. https://doi.org/10.1080/00909889409365387

Montrosse-Moorhead, B. (2022, October 13). Evaluation synthesis: What is it? How do we teach it to others? [Video]. https://vimeo.com/showcase/10952695/video/762437455

National Academies of Sciences, Engineering, and Medicine. (2017). Undergraduate research experiences for STEM students: Successes, challenges, and opportunities. National Academies Press. https://doi.org/https://doi.org/10.17226/24622

Neubauer, L. C., McBride, D., Guajardo, A. D., Casillas, W. D., & Hall, M. E. (2020). Examining issues facing communities of color today: The role of evaluation to incite change. New Directions for Evaluation, 166, 7-11. https://doi.org/10.1002/ev.20406

Organisation for Economic Co-operation and Development. (1991). Principles for evaluation of development assistance. http://www.oecd.org/dac/evaluation/50584880.pdf

Organisation for Economic Co-operation and Development. (1999). Guidance for evaluating humanitarian assistance in complex emergencies. https://www.oecd.org/dac/evaluation/2667294.pdf

Organisation for Economic Co-operation and Development. (2002). Glossary of key terms in evaluation and results based management. http://www.oecd.org/dac/evaluation/2754804.pdf

Organisation for Economic Co-operation and Development. (2018). DAC criteria for evaluating development assistance. http://www.oecd.org/dac/evaluation/daccriteriaforevaluatingdevelopmentassistance.htm

Organisation for Economic Co-operation and Development. (2019). Better criteria for better evaluation: Revised evaluation criteria definitions and principles for use. https://www.oecd.org/dac/evaluation/revised-evaluation-criteria-dec-2019.pdf

Ozeki, S., Coryn, C. L. S., & Schröter, D. C. (2019). Evaluation logic in practice: Findings from two empirical investigations of American Evaluation Association members. Evaluation and Program Planning, 76, 101681. https://doi.org/10.1016/j.evalprogplan.2019.101681

Patton, M. Q. (2021). Evaluation criteria for evaluating transformation: Implications for the coronavirus pandemic and the global climate emergency. American Journal of Evaluation, 42(1), 53-89. https://doi.org/10.1177/1098214020933689

Phillips, G. I., Felt, D., Perez-Bill, E., Ruprecht, M. M., Glenn, E. E., Linderman, P., & Miller, R. L. (2023). Transforming the paradigm for LGBTQ+ evaluation: Advancing a praxis of LGBTQ+ inclusion and liberation in evaluation. American Journal of Evaluation, 44(1), 7-28. https://doi.org/10.1177/10982140211067206

Rogers, P. J. (2016). Understanding and supporting equity: Implications of methodological and procedural choices in equity-focused evaluations. In S. I. Donaldson & R. Picciotto (Eds.), Evaluation for an equitable society (pp. 199-216). Information Age.

Roorda, M., & Gullickson, A. M. (2019). Developing evaluation criteria using an ethical lens. Evaluation Journal of Australasia, 19(4), 179-194. https://doi.org/10.1177/1035719X19891991

Rossi, P. H., Lipsey, M. W., & Henry, G. T. (2019). Evaluation: A systematic approach (8th ed.). Sage.

Sadler, D. R. (1985). The origins and functions of evaluative criteria. Educational Theory, 35(3), 285-297. https://doi.org/10.1111/j.1741-5446.1985.00285.x

Schwandt, T. A. (2015). Evaluation foundations revisited: Cultivating a life of the mind for practice. Stanford University Press.

Schwandt, T. A., & Gates, E. F. (2021). Evaluating and valuing in social research. Guilford.

Scriven, M. (2000). Evaluation ideologies. In D. L. Stufflebeam, G. F. Madaus, & T. Kellaghan (Eds.), Evaluation models: Viewpoints on educational and human services evaluation (2nd ed., pp. 249-278). Kluwer. https://doi.org/10.1007/0-306-47559-6_15

Scriven, M. (2007). The logic of evaluation. In H. V. Hansen, C. W. Tindale, J. A. Blair, & R. H. Johnson (Eds.), Proceedings of the 7th Ontario Society for the Study of Argumentation Conference. https://scholar.uwindsor.ca/ossaarchive/OSSA7/papersandcommentaries/138

Scriven, M. (2012). The logic of valuing. New Directions for Evaluation, 133, 17-28. https://doi.org/10.1002/ev.20003

Segone, M. (2012). Evaluation to accelerate progress towards equity, social justice and human rights. In M. Segone (Ed.), Evaluation for equitable development results (pp. 2-12). UNICEF. http://www.clear-la.cide.edu/sites/default/files/Evaluation_for_equitable%20results_web.pdf

Shipman, S. (2012). The role of context in valuing federal programs. New Directions for Evaluation, 133, 53-63. https://doi.org/10.1002/ev.20006

Sielbeck-Bowen, K. A., Brisolara, S., Seigart, D., Tischler, C., & Whitmore, E. (2002). Exploring feminist evaluation: The ground from which we rise. New Directions for Evaluation, 96, 3-8. https://doi.org/10.1002/ev.62

Stake, R., Migotsky, C., Davis, R., Cisneros, E. J., Depaul, G., Dunbar, C., Farmer, R., Feltovich, J., Johnson, E., Williams, B., Zuria, M., & Chaves, I. (1997). The evolving syntheses of program value. Evaluation Practice, 18(2), 89. https://doi.org/10.1016/S0886-1633(97)90015-5

Teasdale, R. M. (2021). Evaluative criteria: An integrated model of domains and sources. American Journal of Evaluation, 42(3), 354-376. https://doi.org/10.1177/1098214020955226

Teasdale, R. M. (2022a). How do you define success? Evaluative criteria for informal STEM education. Visitor Studies, 25(2), 163-184. https://doi.org/10.1080/10645578.2022.2056397

Teasdale, R. M. (2022b). Representing the values of program participants: Endogenous evaluative criteria. Evaluation and Program Planning, 94, 102123. https://doi.org/10.1016/j.evalprogplan.2022.102123

Teasdale, R. M., Avent, C. M., Moore, C., Serrano Abreu, M. B., & Yan, X. (2024). "It has to be the common thread": Weaving attention to racial equity and justice across lines of inquiry and evaluative criteria. American Journal of Evaluation. Advanced online publication. https://doi.org/10.1177/10982140241260069

Teasdale, R. M., Moore, C., & Strasser, M. (in press). Reporting lines of inquiry: Documenting evaluations and making values explicit. Canadian Journal of Program Evaluation.

Teasdale, R. M., Pitts, R. T., Gates, E. F., & Shim, C. (2023). Teaching specification of evaluative criteria: A guide for evaluation education. New Directions for Evaluation, 117, 31-37. https://doi.org/10.1002/ev.20546

Teasdale, R. M., Strasser, M., Moore, C., & Graham, K. (2023). Evaluative criteria in practice: Findings from an analysis of evaluations published in Evaluation and Program Planning. Evaluation and Program Planning, 97, 102226. https://doi.org/10.1016/j.evalprogplan.2023.102226

Thomas, V. G. (2004). Building a contextually responsive evaluation framework: Lessons from working with urban school interventions. New Directions for Evaluation 101, 3-23. https://doi.org/10.1002/ev.104

Thomas, V. G., & Campbell, P. B. (2021). Evaluation in today's world: Respecting diversity, improving quality, and promoting usability. Sage.

Thomas, V. G., Madison, A., Rockcliffe, F., DeLaine, K., & McDonald Lowe, S. (2018). Racism, social programming, and evaluation: Where do we go from here? American Journal of Evaluation, 39(4), 514-526. https://doi.org/10.1177/1098214018772910

Thomas, V. G., & Parsons, B. A. (2017). Culturally responsive evaluation meets systems-oriented evaluation. American Journal of Evaluation, 38(1), 7-28. https://doi.org/10.1177/1098214016644069

Tovey, T. L. S., & Archibald, T. (2023). The relationship between reflective practice, evaluative thinking, and practical wisdom. In M. Hurteau & T. Archibald (Eds.), Practical wisdom for an ethical evaluation practice. Information Age.

Treasury Board of Canada Secretariat. (2012). Policy on evaluation. https://www.tbs-sct.gc.ca/pol/doc-eng.aspx?id=15024

Treasury Board of Canada Secretariat. (2016). Policy on results. https://www.tbs-sct.gc.ca/pol/doc-eng.aspx?id=31300

United States General Accounting Office. (1988). Children's programs: A comparative evaluation framework and five illustrations. https://www.gao.gov/products/136936

Waapalaneexkweew. (2018). Looking backward but moving forward: Honoring the sacred and asserting the sovereign in Indigenous evaluation. American Journal of Evaluation, 39(4), 543-568. https://doi.org/10.1177/1098214018790412

Wanberg, C. R., & Banas, J. T. (2000). Predictors and outcomes of openness to changes in a reorganizing workplace. Journal of Applied Psychology, 85(1), 132-142. https://doi.org/10.1037/0021-9010.85.1.132

Yarbrough, D. B., Shulha, L. M., & Hopson, R. K. (2011). The program evaluation standards: A guide for evaluators and evaluation users (3rd ed.). Sage