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Instructional Design and Evaluation
Like program evaluation, instructional design emerged as a distinct field of study in the mid-20th century. However, although large government programs drove the application of evaluation, it was the very modest accomplishments of behaviorism's teaching machines and programmed instruction that suggested there is much to be learned about instructional design.
Although piecemeal at first, a knowledge base examining varying methods of instruction and their effects on goals, content, and learners has produced a thriving and stable field of study whose reach extends into K-12 education, community education, higher education, and training in business and industry. Like evaluation, instructional design considers itself a transdiscipline, blending the processes of curriculum development, instructional materials development, and instructional management and delivery. The general aim of instructional design is to construct optimal “blueprints,” or knowledge about what methods of instruction will produce desired learning outcomes under the variety of conditions that may exist.
Literally hundreds of instructional design models bear similar characteristics by being reciprocal in nature and generally bearing comparable components. Every model also identifies evaluation as one of its key steps, as the seminal Dick and Carey model (Figure 1) illustrates. Instructional design also employs and makes very clear distinctions between formative and summative evaluation.
The role of formative evaluation in instructional design is for course or curricular improvement. Frequently, formative evaluation is internal, but it may involve subject matter experts or others external to the design process. Various evaluation models are also applied at this stage of design and include but are not limited to connoisseur, decision-oriented, and objectives-driven approaches. Field or pilot testing is also considered a strategy of formative evaluation. After formative evaluation, instructional designers hope to have as close as is possible to an error-free version of their instructional designs and materials for delivery to their target audience.
Summative evaluation in instructional design matches learning outcomes to learning goals. Not all summative evaluation is goal based, but instructional objectives are the basis for key evaluation questions. Related elements of the summative evaluation are institutional impacts, learner and content congruence, and programmatic costs. Summative evaluation is generally reserved for the external evaluator, who applies both qualitative and quantitative data collection and analysis methods. Although learner assessment data is used in both forms of instructional design evaluation, summative evaluation makes more frequent use of standardized assessments in education.

Figure 1Dick and Carey Design Model
Recently, instructional designers have adopted “confirmative evaluation” as an evaluative stage aimed at the terminal objectives for a stated program or curriculum. Although timing plays the key role from an instructional design perspective, confirmative evaluation takes up where summative evaluation leaves off. Smaller samples of target learners and more indirect measures may be used at this point, but the emphasis is still on performance in a realistic context. For example, confirmative evaluation of a substance abuser prevention program will focus on participant quality of life and citizenship indicators. Confirmative evaluation of a primary grade literacy program will focus on middle school competencies in reading, creative writing, and verbal expression.
Further Reading
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- Concepts, Evaluation
- Personnel Evaluation
- Advocacy in Evaluation
- Evaluand
- Evaluation
- Evaluator
- Evaluator Roles
- External Evaluation
- Formative Evaluation
- Goal
- Grading
- Independence
- Internal Evaluation
- Judgment
- Logic of Evaluation
- Merit
- Metaevaluation
- Objectives
- Personnel Evaluation
- Process Evaluation
- Product Evaluation
- Program Evaluation
- Quality
- Ranking
- Standard Setting
- Standards
- Summative Evaluation
- Synthesis
- Value Judgment
- Values
- Worth
- Concepts, Methodological
- 360-Degree Evaluation
- Accountability
- Achievement
- Affect
- Analysis
- Applied Research
- Appraisal
- Appropriateness
- Assessment
- Audience
- Best Practices
- Black Box
- Capacity Building
- Client
- Client Satisfaction
- Consumer
- Consumer Satisfaction
- Control Conditions
- Cost
- Cost Effectiveness
- Criterion-Referenced Test
- Critique
- Cut Score
- Description
- Design Effects
- Dissemination
- Effectiveness
- Efficiency
- Feasibility
- Hypothesis
- Impact Assessment
- Implementation
- Improvement
- Indicators
- Inputs
- Inspection
- Interpretation
- Intervention
- Interviewing
- Literature Review
- Longitudinal Studies
- Measurement
- Modus Operandi
- Most Significant Change Technique
- Norm-Referenced Tests
- Opportunity Costs
- Outcomes
- Outputs
- Peer Review
- Performance Indicator
- Performance Program
- Personalizing Evaluation
- Rapport
- Reactivity
- Reliability
- Sampling
- Score Card
- Secondary Analysis
- Services
- Setting
- Significance
- Situational Responsiveness
- Social Indicators
- Sponsor
- Stakeholder Involvement
- Treatments
- Triangulation
- Concepts, Philosophical
- Verstehen
- Aesthetics
- Ambiguity
- Amelioration
- Argument
- Authenticity
- Authority of Evaluation
- Bias
- Conclusions, Evaluative
- Consequential Validity
- Construct Validity
- Context
- Credibility
- Criteria
- Difference Principle
- Empiricism
- Epistemology
- Equity
- External Validity
- Falsifiability
- Generalization
- Hermeneutics
- Inference
- Internal Validity
- Interpretation
- Interpretivism
- Logical Positivism
- Meaning
- Means-End Relations
- Moral Discourse
- Objectivity
- Ontology
- Paradigm
- Pareto Optimal
- Pareto Principle
- Phenomenology
- Point of View
- Positivism
- Postmodernism
- Postpositivism
- Praxis
- Probative Logic
- Proxy Measure
- Rationality
- Relativism
- Subjectivity
- Tacit Knowledge
- Trustworthiness
- Understanding
- Validity
- Value-Free Inquiry
- Values
- Veracity
- Concepts, Social Science
- Capitalism
- Chaos Theory
- Constructivism
- Critical Incidents
- Deconstruction
- Dialogue
- Disenfranchised
- Experimenting Society
- Feminism
- Great Society Programs
- Ideal Type
- Inclusion
- Lesbian, Gay, Bisexual, and Transgender Issues in Evaluation
- Minority Issues in Evaluation
- Persuasion
- Policy Studies
- Politics of Evaluation
- Qualitative-Quantitative Debate in Evaluation
- Social Class
- Social Context
- Social Justice
- Ethics and Standards
- The Program Evaluation Standards
- Certification
- Communities of Practice (CoPs)
- Confidentiality
- Conflict of Interest
- Ethical Agreements
- Ethics
- Guiding Principles for Evaluators
- Honesty
- Human Subjects Protection
- Impartiality
- Informed Consent
- Licensure
- Profession of Evaluation
- Propriety
- Public Welfare
- Reciprocity
- Social Justice
- Teaching Evaluation
- Evaluation Approaches and Models
- Accreditation
- Action Research
- Appreciative Inquiry
- Artistic Evaluation
- Auditing
- CIPP Model (Concept, Input, Process, Product)
- Cluster Evaluation
- Community-Based Evaluation
- Connoisseurship
- Cost-Benefit Analysis
- Countenance Model of Evaluation
- Critical Theory Evaluation
- Culturally Responsive Evaluation
- Deliberative Democratic Evaluation
- Democratic Evaluation
- Developmental Evaluation
- Empowerment Evaluation
- Evaluative Inquiry
- Experimental Design
- Feminist Evaluation
- Fourth-Generation Evaluation
- Goal-Free Evaluation
- Illuminative Evaluation
- Inclusive Evaluation
- Institutional Self-Evaluation
- Judicial Model of Evaluation
- Kirkpatrick Four-Level Evaluation Model
- Logic Model
- Models of Evaluation
- Multicultural Evaluation
- Naturalistic Evaluation
- Objectives-Based Evaluation
- Participatory Action Research (PAR)
- Participatory Evaluation
- Participatory Monitoring and Evaluation
- Quasiexperimental Design
- Realist Evaluation
- Realistic Evaluation
- Responsive Evaluation
- Success Case Method
- Transformative Paradigm
- Utilization-Focused Evaluation
- Evaluation Practice Around the World, Stories
- Evaluation Planning
- Evaluation Theory
- Laws and Legislation
- Organizations
- Abt Associates
- Active Learning Network for Accountability and Performance in Humanitarian Action (ALNAP)
- American Evaluation Association (AEA)
- American Institutes for Research (AIR)
- Buros Institute
- Center for Instructional Research and Curriculum Evaluation (CIRCE)
- Center for Research on Evaluation, Standards, and Student Testing (CRESST)
- Center for the Study of Evaluation (CSE)
- Centers for Disease Control and Prevention (CDC)
- Centre for Applied Research in Education (CARE)
- ERIC Clearinghouse on Assessment and Evaluation
- Evaluation Center, The
- Evaluation Research Society (ERS)
- Evaluators' Institute™, The
- General Accounting Office (GAO)
- International Development Evaluation Association (IDEAS)
- International Development Research Center (IDRC)
- International Organization for Cooperation in Evaluation (IOCE)
- International Program in Development Evaluation Training (IPDET)
- Joint Committee on Standards for Educational Evaluation
- Mathematica Policy Research
- MDRC
- National Assessment of Educational Progress (NAEP)
- National Institutes of Health (NIH)
- National Science Foundation (NSF)
- Organisation for Economic Co-operation and Development (OECD)
- Performance Assessment Resource Centre (PARC)
- Philanthropic Evaluation
- RAND Corporation
- Research Triangle Institute (RTI)
- United States Agency of International Development (USAID)
- Urban Institute
- Westat
- WestEd
- World Bank
- World Conservation Union (IUCN)
- People
- Abma, Tineke A.
- Adelman, Clem
- Albæk, Erik
- Alkin, Marvin C.
- Altschuld, James W.
- Bamberger, Michael J.
- Barrington, Gail V.
- Bhola, H. S.
- Bickel, William E.
- Bickman, Leonard
- Bonnet, Deborah G.
- Boruch, Robert
- Brisolara, Sharon
- Campbell, Donald T.
- Campos, Jennie
- Chalmers, Thomas
- Chelimsky, Eleanor
- Chen, Huey-Tsyh
- Conner, Ross
- Cook, Thomas D.
- Cooksy, Leslie
- Cordray, David
- Cousins, J. Bradley
- Cronbach, Lee J.
- Dahler-Larsen, Peter
- Datta, Lois-ellin
- Denny, Terry
- Eisner, Elliot
- Engle, Molly
- Farrington, David
- Fetterman, David M.
- Fitzpatrick, Jody L.
- Forss, Kim
- Fournier, Deborah M.
- Freeman, Howard E.
- Frierson, Henry T.
- Funnell, Sue
- Georghiou, Luke
- Glass, Gene V
- Grasso, Patrick G.
- Greene, Jennifer C.
- Guba, Egon G.
- Hall, Budd L.
- Hastings, J. Thomas
- Haug, Peder
- Henry, Gary T.
- Hood, Stafford L.
- Hopson, Rodney
- House, Ernest R.
- Hughes, Gerunda B.
- Ingle, Robert
- Jackson, Edward T.
- Julnes, George
- King, Jean A.
- Kirkhart, Karen
- Konrad, Ellen L.
- Kushner, Saville
- Leeuw, Frans L.
- Levin, Henry M.
- Leviton, Laura
- Light, Richard J.
- Lincoln, Yvonna S.
- Lipsey, Mark W.
- Lundgren, Ulf P.
- Mabry, Linda
- MacDonald, Barry
- Madison, Anna Marie
- Mark, Melvin M.
- Mathison, Sandra
- Mertens, Donna M.
- Millet, Ricardo A.
- Moos, Rudolf H.
- Morell, Jonathan A.
- Morris, Michael
- Mosteller, Frederick
- Narayan, Deepa
- Nathan, Richard
- Nevo, David
- Newcomer, Kathryn
- Newman, Dianna L.
- O'Sullivan, Rita
- Owen, John M.
- Patel, Mahesh
- Patton, Michael Quinn
- Pawson, Ray
- Pollitt, Christopher
- Porteous, Nancy L.
- Posavac, Emil J.
- Preskill, Hallie
- Reichardt, Charles S. (Chip)
- Rist, Ray C.
- Rog, Debra J.
- Rogers, Patricia J.
- Rossi, Peter H.
- Rugh, Jim
- Russon, Craig W.
- Ryan, Katherine E.
- Sanders, James R.
- Scheirer, Mary Ann
- Schwandt, Thomas A.
- Scriven, Michael
- Shadish, William R.
- Shulha, Lyn M.
- Simons, Helen
- Smith, M. F.
- Smith, Nick L.
- Stake, Robert E.
- Stanfield, John II
- Stanley, Julian C.
- Stufflebeam, Daniel L.
- Tilley, Nick
- Torres, Rosalie T.
- Toulemonde, Jacques
- Trochim, William
- Tyler, Ralph W.
- VanderPlaat, Madine
- Wadsworth, Yoland
- Walberg, Herbert J.
- Walker, Rob
- Weiss, Carol Hirschon
- Whitmore, Elizabeth
- Wholey, Joseph S.
- Wildavsky, Aaron B.
- Worthen, Blaine R.
- Wye, Christopher G.
- Publications
- American Journal of Evaluation
- Evaluation & the Health Professions
- Evaluation and Program Planning
- Evaluation Review: A Journal of Applied Social Research
- Evaluation: The International Journal of Theory, Research and Practice
- New Directions for Evaluation (NDE)
- Practical Assessment, Research on Evaluation (PARE)
- The Personnel Evaluation Standards
- The Program Evaluation Standards
- EvalTalk
- Guiding Principles for Evaluators
- Qualitative Methods
- Archives
- Checklists
- Comparative Analysis
- Constant Comparative Method
- Content Analysis
- Cross-Case Analysis
- Deliberative Forums
- Delphi Technique
- Document Analysis
- Emergent Design
- Emic Perspective
- Ethnography
- Etic Perspective
- Fieldwork
- Focus Group
- Gendered Evaluation
- Grounded Theory
- Group Interview
- Key Informants
- Mixed Methods
- Narrative Analysis
- Natural Experiments
- Negative Cases
- Observation
- Participant Observation
- Phenomenography
- Portfolio
- Portrayal
- Qualitative Data
- Rapid Rural Appraisal
- Reflexivity
- Rival Interpretations
- Thick Description
- Think-Aloud Protocol
- Unique-Case Analysis
- Unobtrusive Measures
- Quantitative Methods
- Aggregate Matching
- Backward Mapping
- Benchmarking
- Concept Mapping
- Correlation
- Cross-Sectional Design
- Errors of Measurement
- Fault Tree Analysis
- Field Experiment
- Matrix Sampling
- Meta-analysis
- Multitrait-Multimethod Analysis
- Panel Studies
- Pre-Post Design
- Quantitative Data
- Quantitative Weight and Sum
- Regression Analysis
- Standardized Test
- Statistics
- Surveys
- Time Series Analysis
- Representation, Reporting, Communicating
- Systems
- Technology
- Utilization
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