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PartnershipsforTransformativeChange
inChallengingPoliticalContexts
WashingtonEvaluators,Seminar,January2017
Partnerships for Transformative Change in Challenging Political Contexts w/ Donna M. Mertens
•  Fulbright	Specialist	Program	has	recently	undergone	a	change	in	
implementer	from	the	Ins9tute	of	Interna9onal	Educa9on	–	Council	
of	Interna9onal	Exchange	of	Scholars	(IIE-CIES)	to	World	Learning	
•  https://fulbrightspecialist.worldlearning.org/				
•  2	to	6	week	project-based	exchange	for	academics	and	
professionals	across	the	globe	
•  Host	institution	(University	of	Santiago)	
•  Fulbright	specialist
•  Delivering a seminar or workshop
•  Consulting on faculty or workforce development
•  Developing academic or training curricula and materials
•  Lecturing at the graduate or undergraduate level
•  Conducting needs assessments or evaluations for a program
or institution
•  American	Evaluation	
Association	International	
Partnership	Program	
http://www.eval.org/p/cm/ld/
fid=287		
•  Voluntary Organizations for
Professional Evaluation
(VOPEs)
•  Washington Evaluators and
RELAC
	
Andrea	Peroni,	Donna	Mertens,	Claudia	
Olavarria,	Fabiola	Amariles,	Gerardo	
Sánchez
Partnerships for Transformative Change in Challenging Political Contexts w/ Donna M. Mertens
Claudia	Olavarria	
Andrea	Peroni
•  Historical	legacy	of	oppression	
•  “The	purpose	here	is	to	discuss/
show	students	how	evaluation	can	
contribute	to	social	change	
towards	social	justice.	I	believe	
this	is	the	most	interesting	subject	
you	could	address,	maybe	
showing	some	examples.		
•  My		hope	is	to	motivate	them	to	
see	that	evaluation	is	a	field	in	
which	they	could	work	and	use	it	
to		transform	society.”	
•  Claudia	Olavarria,	September	2016,	
personal	communication
Curso de Evaluación Transformadora
•  4	day	course	September	2016	
•  35	evaluators	from	Chile,	Paraguay,	Mexico,	Colombia,	and	
Argentina	
•  Structure:	Simultaneous	translation	of	lecture	and	discussion	in	
the	AM;	application	to	small	group	projects	in	the	PM	
•  Theme:	How	can	evaluators	contribute	to	the	improvement	of	
social	justice	and	human	rights	through	the	design	and	
implementation	of	their	work?
Assumptions Beliefs
Axiology Cultural respect; promote social justice &
human rights; address inequities; reciprocity
Ontology Multi-faceted; consequences of privilege
Epistemology Interactive; trust
Methodology Transformative, dialogic, mixed methods
TRANSFORMATIVE PARADIGM
Mertens MM Santiago Chile
September 2016 10
QUESTIONS ABOUT TRANSFORMATIVE EVALUATION
•  DO WE HAVE A RESPONSIBILITY TO TRY TO
CHANGE THINGS WHEN WE BEAR WITNESS TO
RACISM, ABLEISM, AUDISM, SEXISM OR OTHER
ISMS?
•  HOW CAN WE INCORPORATE PLANS FOR USE INTO
THE DESIGN OF THE EVALUATION TO FACILITATE
SOCIAL CHANGE?
•  HOW CAN WE ADDRESS POWER DIFFERENTIALS IN
USE?Mertens MM Santiago Chile September 2016 11
SOLUTIONS
•  POWER IN THE HANDS OF MEMBERS OF MARGINALIZED
COMMUNITIES
•  FORMATION OF TEAMS OF EVALUATORS THAT REPRESENT
DIVERSITY
•  CAPACITY BUILDING OF EVALUATION TEAMS BY
COMMUNITY MEMBERS RE: CULTURAL ISSUES
•  CAPACITY BUILDING OF COMMUNITY MEMBERS RE:
EVALUATION STRATEGIES
•  USE OF TRANSFORMATIVE CYCLICAL DESIGNS THAT ALLOW
FOR USE OF INFORMATION THROUGHOUT THE EVALUATION
Mertens MM Santiago Chile September 2016 12
September 2016Mertens MM Santiago Chile 13
BEING FLEXIBLE AND RESPONSIVE
•  TRANSFORMATIVE COURSE FOR RELAC
•  UNIVERSIDAD CENTRAL – SOCIAL WORK
•  UNIVERSIDAD DE ALBERTO HURTADO –
UG SOCIOLOGY
•  PONTIFICA UNIVERSITY – GRADUATE
PUBLIC POLICY
•  UNIVERSITY OF SANTIAGO – INCLUSION
OF PERSONS WITH DISABILITIES
•  MINISTRY OF EDUCATION
September 2016Mertens MM Santiago Chile 14
RESOURCES
•  MERTENS, D. M. & WILSON, A. (2012).
PROGRAM EVALUATION THEORY AND
PRACTICE: A COMPREHENSIVE GUIDE.
NY: GUILFORD.
•  MERTENS, D. M. (2015). RESEARCH
AND EVALUATION IN EDUCATION AND
PSYCHOLOGY: INTEGRATING
DIVERSITY WITH QUAL, QUANT AND
MIXED METHODS. 4TH ED. THOUSAND
OAKS, CA: SAGE.
•  MERTENS, D. M. (2009).
TRANSFORMATIVE RESEARCH &
EVALUATION. NY: GUILFORD.
•  MERTENS, D. M. & GINSBERG, P.
(2009).(EDS.) HANDBOOK OF SOCIAL
RESEARCH ETHICS. THOUSAND OAKS,
CA: SAGE.
•  MERTENS, D.M., CRAM, F., & CHILISA, B.
(EDS.) (2013). INDIGENOUS
PATHWAYS. WALNUT CREEK, CA: LEFT
COAST PRESS.Mertens MM Santiago Chile
15September 2016
CONTACT INFORMATION
DONNA M. MERTENS, PHD
INDEPENDENT CONSULTANT
DONNA.MERTENS@GALLAUDET.EDU
Mertens MM Santiago Chile 16September 2016

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Partnerships for Transformative Change in Challenging Political Contexts w/ Donna M. Mertens