Developing common qualitative tools for cross ERC education program evaluation

National Science Foundation (NSF) funded Engineering Research Centers (ERC) are required to develop and implement education and outreach opportunities related to their core technical research topics to broaden participation in engineering and create partnerships between industry and academia. Additionally, ERCs must include an independent evaluation of their education and outreach programming to assess their performance and impacts. To date, each ERC's evaluation team designs its instruments/tools and protocols for evaluation, resulting in idiosyncratic and redundant efforts. Nonetheless, there is much overlap among the evaluation topics, concepts, and practices, suggesting that the ERC evaluation and assessment community might benefit from having a common set of instruments and protocols. ERCs' efforts could then be better spent developing more specific, sophisticated, and time-intensive evaluation tools to deepen and enrich the overall ERC evaluation efforts. The implementation of such a suite of instruments would further allow each ERC to compare its efforts to those across other ERCs as one data point for assessing its effectiveness and informing its improvement efforts. Members of a multi-ERC collaborative team, funded by the NSF, have been leading a project developing a suite of common instruments and protocols which contains both quantitative and qualitative tools. This paper reports on the development of a set of qualitative instruments that, to date, includes the following: (a) a set of interview/focus group protocols intended for various groups of ERC personnel, centered around five common topics/areas, and (b) rubrics for summer program participants' verbal poster/presentations and their written poster/slide deck presentation artifacts. The development process is described sequentially, beginning with a review of relevant literature and existing instruments, followed by the creation of an initial set of interview questions and rubric criteria. The initial versions of the tools were then pilot-tested with multiple ERCs. Feedback sessions with education/evaluation leaders of those piloting ERCs were then conducted, through which further revision efforts were made.