New to interviewing?

Welcome to part 3 of the series #tipsfornewevaluators!

The rush of recognizing a good quote is addictive! When I worked as a reporter for my university’s newspaper, they were my favorite part of getting a story. Something about talking to a new person and getting a feel for how they communicate with their words, bodies and expressions - it’s like immersing yourself in a whole new world.

Conducting fieldwork is often an early part of an emerging evaluator's journey: on the ground, in the mix or whatever you call it. You'll be interacting with the real people affecting - and affected by - the program you’re evaluating.

Interviews are one of the tried-and-true workhorses of data collection during fieldwork for both journalism and evaluation, but there are some subtle differences. Both disciplines seek to tell a compelling story, but evaluations have the added goal of being useful for guiding the future of decision making. Depending on the evaluation methodology, the interview might also take on a range of specific formats with different degrees of structure, probing and exploration (e.g. closed, semi-structured and open; more on these in a later post).

Interviewing for Evaluation: Getting started

Here are three tips to make sure you make the most of your time with them. Ready when you are!

1. Prep a script. And practice it.

You don't have to say exactly what you wrote, but it's important to plan to give yourself the maximum chances of getting the information you want. Never forget that no matter how friendly the person or how willing to talk, you're taking up their time and it's important to know when you've got what you need. Put another way, you never know exactly where the winding road of a conversation will bring you, but you want to have directions to guide you.

Beyond the questions you want to ask, a script should include an introduction of yourself and your organization/company, an estimation of the time an interview will take, a brief overview of the project you're working on.

You also need to establish 'informed consent,' and to get it, your respondents MUST be well-informed! As interviews are almost never the only source of information in an evaluation, the interviewer needs to know beforehand how the interview data will be stored, transmitted, analyzed and interpreted alongside other sources of evidence. In other words, you have to be clear about what you'll be doing with the information they give you. If you're recording, don't forget to get their permission to record. Be explicit and succinct. 

Finally, don't let the first time you use your script be on your interviewee. Practice your script on a co-worker or friend first. Practice makes progress!


2. Mark your time.

Plan and simple. If you're recording, put timestamps at the beginning of each new question or section as you go. This way, you aren't wasting valuable time searching through the entire recording looking for that one good sentence. Uhhhhh, no...I definitely haven't done that before.

3. Get personal.

It takes a lot of courage and tact, but many times you'll have to learn to dig a little deeper. There are many, much less costly ways than an interview to tells if someone likes or doesn't like the program. In the interview, you're there to understand WHY. I like to describe it as getting water from a well. No matter how long it takes you to lower the bucket, you'll hit water eventually.

Wrapping Up.

I hope you’ll join me again for the next part in the series, which features some ideas on how to make meetings fun, effective AND interesting. If you have any ideas for me, please don’t hesitate to email me at See y’all soon!

Knowledge Management for All!

Is it just me, or does life sometimes get EXTREMELY OVERWHELMING?!

Our lives in this digital age are comprised of so many things competing for our attention at once: work projects, work social events, personal projects, family, friends, exercise, appointments… need I go on?!


We have a lot coming at us,  

ALL day, EVERY day...

And sometimes you just need some help!

I have found this to be even true especially in the field of evaluation. Different stakeholders, projects, and data sources compete for your attention.

Here at Flux, we generate data both for ourselves and our clients at a rapid rate, and knowledge management is KEY to keep us organized and operating efficiently.

Finding ways to not lose track of this data, or just make it intuitive to find, has been an evolving learning experience for us as an organization. We searched for tools and solutions, even trying to create some on our own, to keep our knowledge management under control, and it is safe to say we have found some solutions out there!

Now, while I can’t provide you with that month-long yoga retreat in rural Mexico with no cell service which is the obvious solution to appease this overstimulation…

I can provide some insights on the conglomerate of tools that are out there to help you manage your business, and your life!

Go from this...

Go from this...



I am talking about Project Management Softwares.

They are beautiful organizational tools that can help you keep your life a little more streamlined by creating tasks, reminders, and group discussions, all with a system of prioritization and reminders to keep things clear. While there are TONS of these types of softwares on the web (some free, some paid), I am going to focus on the four I am most familiar with: Asana, Basecamp, Trello, and Slack.

Here at Flux we use Asana, so we are obviously biased in this direction! But as I mentioned earlier, as an organization we are just trying to not lose track of the data we generate everyday... As well as making it intuitively accessible to everyone who needs to reach it. In evaluation, when faced with diverse clients and varying projects, oftentimes you have to rely on different softwares or systems to keep things under control. So, we utilize Asana as our internal guiding beacon, that helps us keep all our other systems and projects on track!

Sooooo, before we get into the stats of each, I want to preface this by saying:

While each program is unique, it is really a personal preference as to which works best for you and your company. I highly recommend trial and error test periods with a small team/project just to see how it works for your needs!

letsgetthisdone gif.gif

1. Asana

This program is my personal favorite (that I’ve tried so far) and is what we use here at Flux! It is a project management app that covers communication, task management, and various tools.

Asana has a great design that creates intuitive function and allows for a great user experience. There are many levels of organization, which allows Asana to be an extremely comprehensive project management tool:

  • Teams
  • Workspaces
  • Projects
  • Columns
  • Tasks
  • Subtasks

In addition to this Asana has a large suite of integrations which include, Wordpress, Github, HipChat, and Google Drive. Asana also has a really helpful section of its website called “Asana Guide” [Found here:]

Asana has a fantastic FREE membership if your team does not surpass 15 members, and at the highest level offers a customizable enterprise package.

2. Basecamp

First off, Basecamp is based on active projects, and varies from 10 active projects at $20 per month to an unlimited annual package at $3,000 per year. So it's not free, and not even that cheap. Just sayin'.

Set-up with Basecamp is quick and easy. Because of how simple the tool is, it is best suited for project management alone. It lacks a bit of the communication and collaboration aspects that the other apps have, but it has the ability to be integrated with communication tools such as Slack. Further integrations are LessAccounting, TeamGantt, cloudHQ, and SupportBee.


3. Trello

I have a more research-based relationship with Trello, as it seemed to be a big competitor when trying to choose a project management software.

Basically, it is a project management tool that helps keep track of projects, assignments, their status, and who is responsible. They really sell themselves on being super simple, usable and flexible. In Trello, you create “cards” which you can then organize into lists and categories. From there, they can be assigned due dates, given to team members, and commented on or subscribed to. Also, through Trello you get the benefit of integrations with Ganttify, Zapier, Marketo, and SupportBee.

Trello has a basic free package, a business package which runs $10 per user per month, and a customizable package.

4. Slack

The biggest difference with Slack as compared to the rest of the tools listed above, is that it was created more for communication and chatting within teams and projects. It does not have any project management tools of its own, but it boasts TONS of integrations, including the three project management apps listed above. So, you can experiment with app combinations that will best work for your organization. The free package on Slack is rather limited, but could work well for small teams. The options for paid plans are relatively affordable and are based on the size of your organization!

To wrap it all up:

Project management apps are pivotal to our work in evaluation, because with many different clients and projects going on at once it is key to remain efficient and effective in our work. These tools help keep us organized in all aspects of our work, both internal and external! When time is of the essence, as it is in evaluation, it is important to pick a software and plan that give enough benefits to your team’s productivity that outweigh the cost of the plan. If your team is going to have to struggle through a free plan that ends up taking more time to navigate, then you may receive a higher return on your investment with an upgrade. Good luck and happy knowledge management!


Feel free to contact us with questions, comments, or concerns by commenting on this post or emailing me at!

New to facilitating? (part 1)

New to facilitating? (part 1)

y legs were stiff. A disembodied voice droned on in the background, something about customer relations management. My fingers tapped a familiar rhythm on the cold glass table. I was tired, bored, and I'd lost the track of the conversation 5 minutes ago. Suddenly, I had an idea. "How about we start these meetings off with something a little more interesting..."

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