How do I get my staff comfortable collecting and using data?

Direct Answer

Getting your staff comfortable collecting and using data usually starts with understanding why they're uncomfortable now, because the reasons differ and each requires a different response. Some staff see data as someone else's job, some have filled out forms for years without seeing anything come of them, some worry that the numbers will be used to judge their work, and some aren't sure they have the skills to make sense of what they collect. Once you understand which of these applies, remember that staff are more likely to become comfortable with data when they can see why it's collected and how it's used. Connect each piece of information to a question your team cares about, review what it shows together at the meetings where staff already plan their work, and discuss what to change as a result. When staff need new skills, build those skills around your organization's own information and the questions your team is already asking. At Grantibly, we don't believe your staff need to become evaluators to use data well. They need to understand their own information well enough to use it in the work they already do, while the specialized work of designing and conducting an evaluation stays with an evaluator.

Angelika Gulbis, Ph.D.

Angelika Gulbis, Ph.D.

Co-founder and workforce development consultant, Grantibly

Best Move

Ask several staff members what makes collecting or using information difficult for them, then choose one question your team wants answered and look at the information on it together.

Why It Works

Staff can tell you whether the problem is time, skills, purpose, or worry about how the information will be used, and seeing their own data help answer a real question shows them why it's worth collecting.

Next Step

At your next team meeting, share one piece of information your staff already collect, ask what they think it shows, and agree on one thing to try or change based on what you discuss.

What you need to know

The goal is not to turn every client into an evaluator. The goal is to help them become stronger users of evidence.

Angelika Gulbis, Ph.D., Grantibly

Why are my staff uncomfortable with data?

Your staff may be uncomfortable with data for several different reasons, and it's worth finding out which ones apply before you decide what to change, since one team can hold more than one of them.

  • It feels like someone else's job. When information is gathered mainly for a funder report, staff can come to see it as separate from their work with participants.
  • They've never seen it used. Staff who have completed forms for years without learning what the information showed have little reason to believe the next form matters.
  • They worry it will be used to judge them. If numbers have been used to criticize a program or an individual, staff may be cautious about reporting what they observe.
  • The skills are unfamiliar. Interpreting a table or knowing what a set of responses can and can't tell you are learned skills, and many people were never taught them.
  • There's no time. Collecting information on top of full responsibilities can feel impossible. My team sees data collection as extra work. How do I change that? addresses that problem directly.

Ask your staff which of these applies, in a conversation where they can answer candidly, and listen for differences between the staff who work directly with participants and the staff who prepare reports.

How do I connect data to work my staff care about?

You can connect data to work your staff care about by starting from the questions they already ask about their programs and showing how the information they collect helps answer them. Staff who work with participants every day often have questions of their own. For example, a program coordinator might want to know why some participants stop coming after the first few weeks, which sessions people return for, or where participants say they struggle.

Start with the question, and then determine what information would help your organization answer it. That order matters, because it keeps your team from collecting information simply because a form asks for it. Involve your staff in naming the questions, and ask them whose perspective might be missing. When the information comes back, use it to decide what to try or change, and tell your staff what changed because of what they collected.

What does it look like for a team to use data together?

A team using data together reviews what the information shows on a regular schedule, discusses what it means, and agrees on what to change. That can happen at meetings your team already holds, without adding a separate session. A useful conversation moves past the number itself to questions like these:

  • What does this finding mean, and why might we be seeing it?
  • Does it confirm what we expected, or does it challenge an assumption?
  • Is there an important difference between groups of participants?
  • Does it suggest something we should change?

Data doesn't make decisions. People do, and staff who help interpret the information are more likely to understand why a change is being made and to help carry it out. When the information shows that something isn't working, treat that as an opportunity to improve the program rather than a verdict on your staff.

What role should an evaluator play in building my staff's skills?

An evaluator's role in building your staff's skills is to design what gets collected and how, carry out the analysis, and explain the results in ways your staff can understand and use, so that your team learns alongside the work without taking on specialized tasks it isn't trained for. Over time, your staff should get better at asking questions like these:

  • What evidence would tell us whether this is working?
  • Are we collecting information we actually need?
  • What does this finding suggest we should do differently?

Some staff will need new skills along the way. Is data training worth it when my staff is already stretched thin? considers when training makes sense, and Why didn't our last data training change how anyone works? examines why a previous training didn't last.

The Grantibly perspective

Angelika's perspective

As sociologists and faculty members, Lauren and I understand research methods and evidence, and we also understand what it's like to be responsible for doing the work while managing staff, serving a community, and meeting grant requirements.

We want the organizations we work with to understand their own data. That means explaining what we're doing and why, making what we find accessible, and helping teams develop stronger evaluation thinking over time. We're educators as much as consultants, and we want people to understand what the findings mean and how they can use them.

We should never make data feel like one more thing your staff are failing to do correctly. Many teams are already collecting useful information and simply haven't had the chance to see what it can do for their work.

More questions about this topic

What if my staff worry the data will be used to evaluate them?

If your staff worry that data will be used to evaluate their performance, say clearly what the information will and won't be used for, and then keep to it. Explain that the purpose is to understand what is working for participants and to identify what the organization could improve. If something in the data does raise a concern, discuss it with the team as a question you can work through together, without assigning blame.

Should one person on my team be responsible for the data?

Whether one person should be responsible for the data depends on what that person would carry and what happens if they leave. Should we train one data champion or the whole team? looks at how to divide that work.

Can Grantibly help my staff get comfortable with data?

Grantibly can help your staff get comfortable with data through skill-building workshops and the Team Insight Capability Lab, which builds a team's practical ability to gather, interpret, communicate, and use evidence. It combines instruction tailored to your team, applied exercises, reusable tools, and a plan for putting the skills to work.

Related pages

Angelika Gulbis, Ph.D.

Angelika Gulbis, Ph.D.

Angelika Gulbis, Ph.D. is a co-founder of Grantibly and a workforce development consultant who develops the workforce through evaluation, training, facilitation, and strategic planning. A sociologist and faculty member at Madison Area Technical College, her areas include wellbeing, emotional intelligence, leadership development, relationship dynamics and organizational culture. Her work helps organizations understand how programs create change through the relationships and systems they build, and use that understanding to do MORE good.

grantibly.com

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