Evaluating a PB programme
Following on from the evaluation of individual PB processes it is also important, where appropriate, to have an overview of multiple PB processes for example part of a PB programme that will have multiple events and large degree of engagement.
This overall strategic evaluation will most commonly be carried out by those responsible for (and/or leading on) the identified PB Programme with representatives from the multiple processes involved.
Strategic PB programme evaluation in Scotland should be based on the PB Charter for Scotland.
The PB Charter sets out seven key features showing what a fair and high-quality participatory budgeting (PB) process should look like. It aims to ensure PB is inclusive, uses good quality methods and is truly participative.
The Charter is a co-produced resource, developed by people with experience of PB processes in Scotland, including those from equality groups, community organisations and public bodies.
Evaluating against the PB Charter
The charter's seven features show what needs to be considered to make sure participatory budgeting is:
Fair and Inclusive
How fair and inclusive was the overall PB process? – for example, were less heard individuals and groups included in the process? Did the community have an opportunity to vote?
Participatory
Did the community have an opportunity to shape the PB process? For example, how was the community supported to be involved and at what levels? How was the PB programme promoted to ensure that there was a wider involvement?
Deliberative
Was information available to support the community to make informed choices? For example, was there an opportunity for discussion about the budget choices available? Were the methods for discussion effective?
Empowering
Did the community have a direct say in how money is being spent? For example, will the decisions made about the budget improve local outcomes and services? Was it a democratic process? Were there opportunities for the community to network and hear and coordinate amongst themselves?
Creative & Flexible
What creative methods were used to encourage participation? For example, distributing information, voting or idea creation? Was support in place to plan the PB programme so that they can be creative and ‘take risks’?
Transparent
Was it clear how decisions were taken, and what effect those decisions have? For example, was information about the budget clear and accessible? Was the community aware of the results of the PB programme and the difference their involvement has made?
Part of our Democracy
Are the systems, resources and staff in place to carry on the PB process on a regular basis? For example, have we increased the skills and knowledge of PB for all those involved? Are the budgets in place to continue doing PB in the future? Will the outcomes of the PB programme reduce inequality?
Like the PB process evaluation, partners who were involved in the planning process should come together to assess the strategic impact of the PB programme.
See the following usable download for a strategic assessment resource based on the above questions:
Resource download: Strategic PB process review
