科技計畫績效評估指標的剖析

Analysis of the Assessment Indicators of Science and Technology Projects

許瓊文(Chiung-Wen Hsu) ； 洪世章(Shih-Chang Hung)

《科技管理學刊》 16卷3期 (2011/09) Pp. 29-51

https://doi.org/10.6378/JTM.201109.0029

摘要

科技發展是提升國家競爭力與促進產業發展的原動力，因此世界各國均積極制定政策並大力推動，將「科技發展」列為主要政策方向。而科技計畫的執行則為實現科技發展的主要措施，因而科技計畫的績效將攸關於國家科技政策未來的規劃及方向，故本研究以探討科技計畫績效評估指標為主要目的，分析計畫評估指標對科技計畫推展的關聯性及有效性。本研究以國科會科技計畫在事前、事中、事後的評估指標作為研究對象，本研究發現目前國科會科技計畫評估指標在事前目標制訂與事中進度管控，以及事後績效評估指標三者之間較缺乏銜接性，尤其是在事後績效評估指標，其在科技性質、科技發展階段等沒有明確規定，以致於計畫在成果、效益與影響等構面上不易完整呈現科技發展對我國造成的後續影響。因此，本研究以計畫指標構面，檢視現行科技計畫評估指標，並提出現行科技計畫績效指標應區分為成果、效益與影響等三類型的指標。此外，本研究提出效率(Efficiency)、效益(Effectiveness)、適切性(Efficacy)等3個E衡量指標作為檢視目標、成果、成效、影響之間的銜接衡量指標，期能作為檢視科技計畫與科技目標銜接性的工具，本研究結果可提供給決策單位作為計畫評估之參考。

關鍵字

計畫評估 ； 科技指標 ； 績效評估 ； 科技計畫

並列摘要

Science and technology development is the prime motivator for the promotion of national competition and industrial development. Therefore, countries across the globe actively draw up policies to strongly pursue ”science and technology development” as the primary policy target. Successful completion of science and technology projects is the main way of achieving science and technology development. Thus, the performance of a project will obviously influence the future planning and direction of a national science and technology policy. Therefore, this study will focus on the analysis of the assessment indicators of science and technology projects. We obtain the correlation and validity between the indicators of project evaluation and the promotion of science and technology projects. This study uses the National Science Council's science and technology project as a target and assesses it using pre-assessment, intermediate assessment, and ex-post assessment indicators. This study finds that for the National Science Council's science and technology project, the pre-assessment, intermediate assessment, and ex-post assessment indicators seem to be incoherent. The problem, in particular, lies with the indicator of the ex-post assessment performance. This development stage is not clearly defined. As such, it is difficult to present science and technology development in terms of such factors as output, outcome, and impact. Nevertheless, this study uses the project indicators to examine the existing science and technology program's performance. This study based on the current technology project assessment indictors proposes that the project performance indicators should be divided into three types: indictors of output, outcome, and impact. In addition, the study proposes measurement indicators for the 3 Es-efficiency, effectiveness, and efficacy-that examine the interface among the measures for goals, output, outcome, and impact. The 3 Es are the expected measures for the linkage between science and technology project performance and science and technology goals. The results can be made available to the decision-making unit as a reference for project evaluation.

並列關鍵字

Project evaluation ； Science and technology ； Science and technology indicator ； Performance evaluation ； Science and technology project

參考文獻

()。

行政院國家科學委員會（National Science Council），http://web1.nsc.gov.tw/mp.aspx。

洪世章、許瓊文、胡美智、張元杰、李亭林()。,未出版。

耿筠、薛招治、劉耀中、張淑敏、陳樹榮(2008)。美國先進技術計畫績效評估之文獻回顧。科技發展政策報導。3，53-67。

陳信宏(2002)。我國中央層級科技績效評估體系改革架構之芻議。科技發展政策報導。6，387-404。