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Creative Evaluation Cohort Policies and Statements

Title: Creative Evaluation Cohort, 2019

Names: A. Rafel Johnson and Nora Murphy Johnson

Date: January - September, 2019

Location: TBD

Contact: andy@terralunacollaborative.com, nora@terralunacollaborative.com

Times to contact: Contact any time. Email responses are generally limited to 9:30 am - 4:30 pm, Monday - Friday.


Creative Evaluation is evaluation for truth, beauty, and justice. CE provides timely feedback grounded in what matters to those most impacted by the work. Creative Evaluators commit to making the world more just and beautiful, guided by shared principles. Creative Engagement is the process by which creative evaluators engage with clients and the community to co-create change. Creative evaluation brings together developmental evaluation, principles-focused evaluation, arts-based evaluation, and a commitment to social justice. It asks evaluators to work creatively, boldly, and rigorously in a space of deeply held values. The inaugural Creative Evaluation Cohort (CEC19) will bring together a group of skilled evaluators, artists, and leaders to collectively deepen their creative evaluation skills and capacities.

We’re planning a blend of experiences for CEC 2019, including readings, instruction, and hands-on evaluation work. Some of you may decide to work with TerraLuna Collaborative after this experience. Others may decide to carry Creative Evaluation back into your communities and organizations, and some may do both.

Cohort Breakdown

50% Cohort Work

  • Content Discussion

  • Experiential Learning

  • Reflection

  • Research

50% Client Work

  • Meetings with Clients

  • Data Gathering

  • Data Analysis

  • Data Reporting

  • Project Management

Ethics and Guiding Principles

All cohort members are expected to uphold the TerraLuna values and the American Evaluation Association (AEA) Guiding Principles For Evaluators.


At TerraLuna Collaborative we value social justice, social equity, being people-focused, providing inclusive and responsive evaluation, and recognizing that one size does not fit all. All of our work is undertaken with these values serving as guiding principles.

Social Justice: The promotion of civil rights, human rights, and recognition of human dignity are necessary to address historical and systemic inequities. We work within groups and communities to develop remedies that recognize the rights of all people.

Social Equity: Individuals and communities have unique needs and obstacles. We work to create non-discriminatory and accessible systems for all.

People-focused: People want to love and be loved; to see and be seen; to have and realize their dreams; to hear and be heard; and to find belonging and purpose in communities. We strive to help individuals fulfill both their needs and their aspirations.

Inclusive and responsive collaboration: Collaboration that can positively change systems must be inclusive and responsive. We utilize comprehensive strategies to elevate fresh insights, offer diverse perspectives, and highlight marginalized voices.

On size does not fit all: Learning and evaluation are continuous processes of self-discovery, reflection, and inquiry. We facilitate effective, useful, and context-specific learning which lifts up marginalized voices, employs effective methods, and recognizes specific lived experiences.

American Evaluation Association Guiding Principles For Evaluators (2018)

Systematic Inquiry: Evaluators conduct data-based inquiries that are thorough, methodical, and contextually relevant.

Competence: Evaluators provide skilled professional services to stakeholders.

Integrity: Evaluators behave with honesty and transparency in order to ensure the integrity of the evaluation.

Respect for People: Evaluators honor the dignity, well-being, and self-worth of individuals and acknowledge the influence of culture within and across groups.

Common Good and Equity: Evaluators strive to contribute to the common good and advancement of an equitable and just society.

COHORT MEMBER Prerequisites

  • Previous leadership experience in evaluation, the arts, advocacy, or social change.

  • The ability to engage physically, emotionally, and intellectually with the cohort content, project work, cohort members, and clients.

Required Texts & Materials

You will be required to purchase the following text. Print or kindle versions are both acceptable.

Leavy, P. (2017). Research Design: Quantitative, Qualitative, Mixed Methods, Arts-Based, and Community-Based Participatory Research Approaches. Guilford Press.

Patton, M. Q. (2010). Developmental evaluation: Applying complexity concepts to enhance innovation and use. Guilford Press.

Patton, M. Q. (2015). Qualitative research & evaluation methods: Integrating theory and practice. Sage Publications.

Additional required materials will be available for download on the CEC19 course website.

Participants will also need a notebook and writing implements.

Recommended Texts

Recommended materials will be provided on the CEC19 course website.

Reading & Viewing Assignments

Assignments can be found on the attached syllabus. You are responsible for
completing all of the reading, even if we are not able to discuss everything in class. All assignments marked (H) are handouts; these are available via the CE website. Field trips to local organizations will be a part of this course. Please be prepared to engage and take notes during a field trip. Transportation TBA.

Required Hardware

A laptop that can run the following required software.

  • Time Tracking: Clockodo

  • Budget Management: Xero

  • Team Communication: Slack

  • Team Work: Google Suites

  • Documents: Google Suites

  • Qualitative Data Analysis: MaxQDA

  • Video Conferencing: Zoom

  • Graphic Design: Canva

  • Surveys: SurveyGizmo

You do not need to acquire this software before the start of the cohort.

Recommended Software

  • Writing: Scrivener

  • Note-taking: Evernote

Attendance and Late Work Policy

If you know you will not be in class, contact the cohort facilitators via email and explain the situation. While we know people will miss cohort meetings, we hope people have no more than four absences.

We also know people cannot always meet intended deadlines. We ask for clear communication from affected individuals when timelines and deadlines need to change.

Health and Safety Statement

We do not have formal mental support. However, we recognize the inherent challenges of engaging in social justice and equity work. If you need support, we encourage to reach out to us and/or to a mental health professional.

We may find at times that cohort members are inadvertently offensive or hurtful to either an individual or the learning environment in general. We ask cohort members to

Professionalism and Preparation

On average, cohort members be in cohort sessions five hours a week. Participants will need to work on their client evaluation outside of cohort meetings and should plan to devote 3-5 hours engaging with the materials or working with the client.

Disabilities Statement

TerraLuna Collaborative and the Creative Evaluation cohort are committed to providing reasonable accommodation for cohort members with physical, learning, mental health and/or other types of disabilities. If you have a disability, either temporary or permanent, requiring accommodation, contact us.

In Case of Severe Weather

We follow the Minneapolis Public School closings. You can follow school closings here: https://www.kare11.com/closings. If school is cancelled, the cohort will meet by Zoom a tthe regularly scheduled time. If school is delayed, Monday sessions are not affected. Thursday sessions will be held by zoom.

Personal Social Media Policy

Employees may access their personal accounts while working as part of the Creative Evaluation cohort.  We expect all cohort members to act responsibly when using social media.

A few reminders:

  • Ensure others know that personal accounts or statements do not represent our company as a whole. Employees should never state or imply that a personal opinion or content is authorized or endorsed by TerraLuna. You may want to consider using a disclaimer that the opinions are your own if there is a risk of confusion that could associate the business.

  • Avoid sharing any intellectual property like trademarks on a personal account without approval (eg. you can state you work at TerraLuna, but do not state the name of a business we may be associated with on a project without approval). Confidentiality policies and laws always apply.

  • Avoid any defamatory, offensive or derogatory content directed toward colleagues, clients, or partners. You are welcome to express your personal opinions but it must be clear these are not associated with TerraLuna.


Cohort members shall treat Confidential Information in the strictest confidence and,
at a minimum, will take reasonable precautions, in accordance with procedures that Contractor follows from time to time with respect to its own confidential information, to prevent disclosure, directly or indirectly, to any other party, except with prior written consent of Cooperative.


Cohort members are not financially compensated for their time unless a contract and budget is negotiated with a client that includes compensation.


A $325 payment is required to hold a spot in the cohort. Cohort members who withdrawal before December 31, 2018 may receive full reimbursement. Cohort members who withdraw between January 1 and January 9, 2019 may receive a $175 reimbursement. Cohort members who withdraw after January 9, 2019 will receive no reimbursement.



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