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Approaching An Evaluation: Ten Issues to Consider Ten issues to consider before beginning an evaluation. Author: Brad Rose, Ph.D. Type: Websites & Online Tools Date: Jun 14, 2010 
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"A" Frame for Advocacy This publication defines six steps to an effective public policy advocacy effort:
- Analysis,
- Strategy,
- Mobilization,
- Action,
- Evaluation, and
- Continuity.
For each step, the tool offers key questions to be considered or actions to be taken. For example, in the second step, Strategy, one of the key actions is "Establish a working group to develop a strategy and plan activities."
Author: Johns Hopkins Bloomberg School of Public Health's Center for Communication Programs Type: Websites & Online Tools Date: Jan 1, 1999 
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"Participatory Performance Story Reporting" Clear Horizon, an M&E company in Australia, describes its participatory approach, specifically as it relates to the method of performance story reporting (PPSR). The company defines performance story reports as "essentially a short report about how a program contributed to outcomes." This page on their website includes links to other pages that describe the structure, process, and limitations of this the PPSR method. Author: Clear Horizon Type: Websites & Online Tools Date: Dec 31, 2008 Be the first to review this resource! Download (161.39 KB) -
"Real-life Lessons Learned and Resources in Building Capacity for Advocacy and Policy Evaluation among KIDS COUNT Grantees" The Annie E. Casey Foundation and Organizational Research Services, Inc. recount ten lessons learned from an evaluation of five KIDS COUNT grantees that began in 2007. The evaluation was designed to test some of the ideas presented in "A Guide to Measuring Advocacy and Policy", a report produced by AECF and ORS in 2006. This handout, distributed at the American Evaluation Association 2008 conference, also contains a list of advocacy evaluation resources available on ORS's website. Author: Annie E. Casey Foundation; Organizational Research Services Type: Tipsheets & Paper Tools Date: Nov 6, 2008 Be the first to review this resource! Download (261.49 KB) -
#14ntcdataviz: DataViz! Tips, Tools, and How-tos for Visualizing Your Data [Resource Handout] This resource handout accompanied our presentation at the Nonprofit Technology Conference on March 13, 2014 in Washington, DC. Author: Johanna Morariu and Ann Emery, Innovation Network Type: Tipsheets & Paper Tools Date: Mar 13, 2014 
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#14ntcdataviz: DataViz! Tips, Tools, and How-tos for Visualizing Your Data [Slides] Presentation by Ann K. Emery, Johanna Morariu, and Andrew Means at the 2014 Nonprofit Technology Conference in Washington, DC. Author: Ann K. Emery and Johanna Morariu Type: Presentation Slides Date: Mar 13, 2014 Point K PickBe the first to review this resource! Web Link -
#JAGUnity2014: DataViz for Philanthropists! Tips, Tools, and How-Tos for Communicating Better with Charts [Handout] This resource handout accompanied a presentation by Innovation Network's Johanna Morariu and Ann K. Emery for the Joint Affinity Group's Unity Conference on June 6, 2014 in Washington, DC. Author: Johanna Morariu and Ann K. Emery, Innovation Network Type: Tipsheets & Paper Tools Date: Jun 6, 2014 Be the first to review this resource! Download (255.28 KB) -
#JAGUnity2014: DataViz for Philanthropists! Tips, Tools, and How-Tos for Communicating Better with Charts [Slides] Presentation by Innovation Network's Johanna Morariu and Ann K. Emery at the Joint Affinity Groups Unity Conference, held June 6, 2014 in Washington, DC. Author: Johanna Morariu and Ann K. Emery, Innovation Network Type: Presentation Slides Date: Jun 6, 2014 Point K PickBe the first to review this resource! Web Link -
#JAGUnity2014: Innovations in Evaluating Social Movements Today, social movement organizers are grappling with big questions: What is the long-term impact we are hoping to make? How can we measure the progress we've made thus far? How can we learn from past practice? On June 7, 2014, Innovation Netowrk's William Fenn spoke on a panel with with Deepak Pateriya and Sian O'Faolain of the Center for Community Change and Hillary Klein of Make the Road New York to try and answer some of these questions. Author: Will Fenn, Deepak Pateriya, Sian O'Faolain, Hillary Klein Type: Presentation Slides Date: Jun 7, 2014 Be the first to review this resource! Web Link -
#YNPNdc14: DataViz! Tips, Tools, and How-tos for Visualizing Your Data [Resource Handout] Johanna Morariu and Ann K. Emery presented at the Young Nonprofit Professionals Network 2014 Annual Leadership Conference, which was held on May 9, 2014 in Washington, DC. Author: Johanna Morariu and Ann K. Emery, Innovation Network Type: Tipsheets & Paper Tools Date: May 9, 2014 Point K PickBe the first to review this resource! Download (253.7 KB) -
#YNPNdc14: DataViz! Tips, Tools, and How-tos for Visualizing Your Data [Slides] Johanna Morariu and Ann K. Emery presented at the Young Nonprofit Professionals Network 2014 Annual Leadership Conference, which was held on May 9, 2014 in Washington, DC. Author: Johanna Morariu and Ann K. Emery, Innovation Network Type: Presentation Slides Date: May 9, 2014 Point K PickBe the first to review this resource! Web Link -
2008 Civic Engagement Evaluation Assessment and Recommendations for the Field 2008 was a historic year for civic participation in the United States. The Funders’ Committee for Civic Participation (FCCP) brings together grantmakers committed to enhancing democratic participation in all aspects of civic life. Its nearly 80 members comprised of private, public and community foundations collectively contributed scores of millions of dollars to non-partisan civic engagement efforts of all kinds nationwide.
Author: Lacy M. Serros Type: Research & Reports Date: Dec 1, 2009 Be the first to review this resource! Download (699.52 KB) -
2008 eNonprofit Benchmarks Study: An Analysis of Online Messaging, Fundraising and Advocacy Metrics for Nonprofit Organizations Note: This resource is free, but you must supply your name and email to download it from the authors' website.
Author: M+R Strategic Services; Nonprofit Technology Network Type: Research & Reports Date: Jan 1, 2008
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2012 eNonprofit Benchmarks Study: An Analysis of Online Messaging, Fundraising, Advocacy, Social Media and Mobile Metrics... Note: This resource is free, but you must supply your name and email to download it from the authors' website.
2012 eNonprofit Benchmarks Study: An Analysis of Online Messaging, Fundraising, Advocacy, Social Media and Mobile Metrics for Nonprofit Organizations
Author: M+R Strategic Services; Nonprofit Technology Network Type: Research & Reports Date: Jan 1, 2012 Be the first to review this resource! Download (2.25 MB) -
5 Evaluation Lessons From a Recovering Program Officer (Presentation slides) As a profession, evaluators must constantly demonstrate the value of their work to remain relevant. Each evaluation represents a significant investment in resources that many argue could be used to provide more programming. Author: Will Fenn Type: Presentation Slides Date: Oct 17, 2013 Point K PickBe the first to review this resource! Download (4.05 MB) -
5 Evaluation Lessons from a Recovering Program Officer (recording) As a profession, evaluators must constantly demonstrate the value of their work to remain relevant. Each evaluation represents a significant investment in resources that many argue could be used to provide more programming. A primary concern of maintaining the value proposition of the evaluation field is ensuring that evaluations remain manageable and useful to all participants. The Ignite session offered five succinct lessons from a former foundation Program Officer that can be applied across program types to help nonprofits and foundations improve evaluation coordination and use. Author: Will Fenn Type: Websites & Online Tools Date: Oct 17, 2013 Be the first to review this resource! Web Link -
8 Steps to Develop an Evaluation Plan Innovation Network identified eight key steps in our 2005 evaluation of a U.S. federal policy change campaign. These steps may also be useful in other advocacy evaluations. Author: Innovation Network, Inc. Type: Tipsheets & Paper Tools Date: Oct 1, 2005
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9 Steps to Advocacy Evaluation Many organizations are using advocacy strategies to meet their missions. Just like any other work that foundations and nonprofits engage in, advocacy needs to be continually assessed, tweaked, and strengthened through a process of evaluation and learning. In this webinar with the National Committee for Responsive Philanthropy, Johanna Morariu and Will Fenn shared the nine steps of advocacy evaluation. The webinar is based on Innovation Network's report titled "Pathfinder: A Practical Guide to Advocacy Evaluation." The webinar took place on Wednesday, June 26, 2013. Author: Johanna Morariu and William Fenn, Innovation Network Type: Presentation Slides Date: Jun 26, 2013 Point K PickBe the first to review this resource! Web Link -
A Case Study in "Grassroots" Lobbying: How MADD Fixed the Flaw in Hawaii's Drunk-Driving Law This brief case study highlights MADD's public policy situation, lobbying strategies, tactics, and outcomes. The study includes examples of key indicators for grass roots lobbying. Author: W.K. Kellogg Foundation Type: Research & Reports Date: Jun 1, 2006
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A Case Study in Advocacy Through Public Education: How the Public Media Center Used Facts to Counter Tobacco Industry Politics This brief case study highlights how California Public Health advocates used public education to sway voter support for a ballot initiative. Author: W.K. Kellogg Foundation Type: Research & Reports Date: Jun 1, 2006
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A Dataviz Technique New to aea365 Johanna Morariu describes treemaps, a relatively new data visualization technique, especially to evaluators. The technique was created in the 1990s by Dr. Ben Shneiderman for mapping computer hard drive usage. Treemaps are useful for visualizing hierarchical data, or tree structure data. Area is used to proportionally illustrate differences in values, i.e., how many program participants fall into each of the nested categories. She also shares resources for making your own treemaps. Author: Johanna Morariu Type: Opinion (blog, editorial) Date: Jun 23, 2013 Be the first to review this resource! Web Link -
A Guide to Actionable Measurement Staff members from the Bill & Melinda Gates Foundation discuss the principles and practices they use to make decisions about data collection, analysis, and reporting. Their approach, "actionable measurement," emphasizes the collection of information for specific decisions or actions.
UPDATE: We had a broken link here. It was updated on Jan. 13, 2011.
Author: Bill & Melinda Gates Foundation Type: Research & Reports Date: May 10, 2010
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A Guide to Measuring Advocacy and Policy This guide provides some perspective on where the field of philanthropy has been with regard to evaluation of advocacy and policy and also acknowledges the unique issues and challenges associated with measuring these efforts. In addition, this guide serves as an invitation to grantmakers to engage in and expand thinking about evaluation as it relates to advocacy and policy efforts. As seriously as many grantmakers take their investments in this area, foundations should also take seriously the need to advance evaluation of advocacy and policy work.
Author: Prepared for Annie E. Casey Foundation Research by Organizational Research Services Type: Research & Reports Date: Jan 1, 2007 Be the first to review this resource! Download (255.04 KB) -
A Guide to Measuring Advocacy and Policy Developed for the Annie E. Casey Foundation, this guide serves as a broad call to grantmakers to build and advance the field of advocacy and policy evaluation. The guide includes sections on the context of advocacy evaluation and evaluation design. Author: Reisman, Jane, et al. Type: Research & Reports Date: Mar 15, 2007
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A Helpful Guide to Failure in Philanthropy. Use Carefully. Larry Blumenthal's article provides perspective about the fear of failure in philanthropy, and how to overcome that fear so foundations can learn from their mistakes (and other foundation's mistakes) to achieve their mission and program goals. Author: LARRY BLUMENTHAL Type: Newsletters & Periodicals Date: Jan 7, 2010 Be the first to review this resource! Web Link