Collaborative work on any project can be difficult, and the level of challenge increases with complexity. I have found an easy to implement strategy for role clarity, decision-making, and task assignment is to create a task/decision-making matrix. In a few easy steps, you will find yourself with an easy to reference and easy to share document. You may also find the process of creating the matrix uncovers emerging concerns or unanticipated challenges you can now plan for.
NOTE: This process is best completed with the leadership of your project. They will be able to understand the processes and resources of their organization to commit to responsibilities. It may be helpful to review the matrix with staff likely to complete the tasks and ask for their feedback before finalization.
Steps for completion:
Begin by brainstorming all the areas of decision-making or tasks that the evaluation project will entail. These may include topics such as:
Once a list has been created, begin to discuss each individually.
SECOND NOTE: This matrix is a living document! Review it annually/semi-annually for sense-making and needed revisions.
I value building relationships and strong working alliances. My participatory approach to evaluation ensures stakeholder voice is infused in decision-making and understanding every step of the way.
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