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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 Pick 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 Practical Guide to Evaluating Systems Change in a Human Services System Context This Guide is for evaluators who would like a practical “way in” to thinking about systems and systemschange. The key practical step the Guide takes is to limit the type of system to be evaluated to aparticular type of system (a type that systems change initiatives often target): a human servicesdelivery system (e.g. health, education, workforce development, etc.).Author: Nancy Latham Type: Research & Reports Date: Jan 1, 2015 Be the first to review this resource! Download (1.03 MB) -
ActionAid Update No. 2 The ActionAid Update newsletter series provides a summary of the impact of participatory policy work being undertaken by ActionAid, an international anti-poverty agency. The action research project was carried out over a period of three years in four countries: Brazil, Ghana, Nepal and Uganda. In each country, a research facilitator worked with 1-3 partner organizations to explore some of the challenges they were facing with their advocacy work. Author: ActionAid International Type: Newsletters & Periodicals Date: Apr 1, 2003
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ActionAid Update No. 3 The ActionAid Update newsletter series provides a summary of the impact of participatory policy work being undertaken by ActionAid, an international anti-poverty agency. The action research project was carried out over a period of three years in four countries: Brazil, Ghana, Nepal and Uganda. In each case, a research facilitator worked with 1-3 partner organizations to explore some of the challenges they were facing with their advocacy work. Author: ActionAid International Type: Newsletters & Periodicals Date: Jul 1, 2003 Be the first to review this resource! Download (1.71 MB) -
AEA Handout on Point K Learning Center Johanna Gladfelter Morariu of Innovation Network distributed the following handout at the 2008 American Evaluation Association conference. It provides a brief overview of the tools and resources available in Point K.
Please also see the resource titled "AEA Presentation on Point K Learning Center".
The following resources were also presented during the same session at AEA:
Author: Innovation Network Type: Tipsheets & Paper Tools Date: Nov 5, 2008 Be the first to review this resource! Download (661.5 KB) -
AEA Presentation on Point K Learning Center Johanna Gladfelter Morariu of Innovation Network presented the following slides at the 2008 American Evaluation Association conference. Her presentation provided a brief overview of the tools and resources available in Point K.
Please also see the resource titled "AEA Handout on Point K Learning Center".
The following resources were also presented during the same session at AEA:
Author: Innovation Network Type: Presentation Slides Date: Nov 5, 2008 Be the first to review this resource! Download (2.08 MB) -
Agency Experiences with Outcome Measurement: Survey Findings As of January 2000, 400 United Ways across the country were asking programs they fund
to identify and measure their outcomes—the benefits or changes the programs want
participants to experience as a result of their services. United Ways are not alone. Many
state and local government agencies, foundations, managed care systems, and accrediting bodies
have added outcome measurement to the list of performance and accountability measures
they require of nonprofit organizations within their sphere.Author: United Way of America Type: Research & Reports Date: Jan 1, 2000 Be the first to review this resource! Download (209.74 KB) -
Ask the expert: What is strategic learning and how do you develop an organizational culture that encourages it? In article from The Evaluation Exchange, John A. Healy, Director of Strategic Learning and Evaluation at The Atlantic Philanthropies, shares ways to position learning as an organizational priority. Author: Julia Coffman, HFRP; Erin Harris, HFRP Type: Newsletters & Periodicals Date: Jun 1, 2005 Point K Pick Be the first to review this resource! Web Link -
Building Capacity to Measure and Manage Performance This article explores what it takes to build the capacity for measuring and managing performance. It is written for nonprofits
Author: Matthew Forti & Kathleen Yazbak Type: Workbooks & Guides Date: Apr 14, 2012 Be the first to review this resource! Download (188.43 KB) -
Capacity and Organizational Readiness for Evaluation (CORE) Tool Capacity and Organizational Readiness for Evaluation (CORE) Tool is a succinct, fifteen-question organizational assessment tool. The CORE Tool assesses organizational readiness for evaluation and learning on three dimensions: Culture/Learning Environment; Organizational Leadership; and Resources, Systems, Structures, and Process. Author: Johanna Morariu, Ehren Reed, and Kathy Brennan Type: Tipsheets & Paper Tools Date: Mar 8, 2011 Point K Pick Be the first to review this resource! Download (115.62 KB) -
Coalition Assessment: Approaches for Measuring Capacity and Impact Why assess coalition capacity? How should a coalition be assessed? How can coalition assessment data be analyzed and used?
Author: Veena Pankaj, Kat Athanasiades, and Ann Emery Type: Research & Reports Date: Feb 4, 2014 Point K Pick Be the first to review this resource! Download (768.05 KB) -
CT Health Foundation - Findings from a 10-Year Evaluation of a Health Leadership Fellows Program In late 2014 the Connecticut Health Foundation (CT Health) commissioned an in-depth evaluation of its Health Leadership Fellows Program (HLFP). This signature program had been running for a decade and it was time to determine its impact and effectiveness.As a learning organization, CT Health believed it was important to undergo this important process.Author: Johanna Morariu & Katherine Haugh Type: Presentation Slides Date: Jul 1, 2015 Be the first to review this resource! Download (700.01 KB) -
Dataviz! Or, How to Win at Communication and Influence People (Resources Handout) Are you intrigued by data and information visualization—dataviz—and how it could improve your communication strategy? Are you interested in the range of dataviz options, but unsure which is right for you? Or are you maybe even drowning in data and looking for someone to throw you a life-saving suggestion for tools to transform your data into a message?
Author: Johanna Morariu Type: Tipsheets & Paper Tools Date: May 17, 2013 Point K Pick Be the first to review this resource! Download (510.3 KB) -
Developmental Evaluation This presentation by Ricardo Wilson-Grau at the Michigan Association for Evaluation's annual conference is based on the concept of Developmental Evaluation (DE) elaborated by Michael Quinn Patton over the past 20 years and now crystallised in a book – Developmental Evaluation: Applying Complexity Concepts to Enhance Innovation and Use. The presentation presents an overview of DE, explains the basic theory behind DE, when can DE be used in evaluation, as well as the differences between DE and traditional evaluation. Author: Ricardo Wilson-Grau Type: Presentation Slides Date: May 3, 2000 Be the first to review this resource! Download (5.05 MB) -
Echoes from the Field: Proven Capacity-Building Principles for Nonprofits This October 2001 report summarizes the findings of a study produced in collaboration with the Environmental Support Center and funded by the David and Lucile Packard Foundation. The study identified nine principles critical to effective capacity building services: self-determination, trust, readiness, ongoing learning, team and peer learning, sensitivity to different learning styles, awareness of organizational culture, interrelatedness of organizational elements, and timeframe. Author: Innovation Network, Inc. Type: Research & Reports Date: Oct 1, 2001
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Evaluating Complexity: Propositions for Improving Practice Evaluating Complexity: Propositions for Improving Practice asks civil society organizations to challenge the assumptions behind traditional evaluation models as they take steps toward evaluating complex initiatives and initiatives in complex environments.
Author: FSG Type: Research & Reports Date: Nov 17, 2014 Be the first to review this resource! Download (2.85 MB) -
Evaluation as a Tool for Creating and Leading a Results-Based Learning Culture [Slides] Johanna Morariu and Will Fenn discussed effective evaluation initiatives, highlighting useful tools such as those available from Innovation Network’s Point K at the Emerging Practitioners in Philanthropy 2013 National Conference in Chicago, IL. Author: Johanna Morariu and Will Fenn Type: Presentation Slides Date: Apr 5, 2013 Be the first to review this resource! Web Link -
EVALUATION CAPACITY BUILDING: Funder Initiatives to Strengthen Grantee Evaluation Capacity and Practice Evaluation Capacity Building (ECB) is the process of improving an organization’s ability to use evaluation to learn from its work and improve results. Organizational learning is incredibly important. Organizations that are adept at learning from mistakes and adapting to new challenges are more likely to be successful, and in the nonprofit sector, more likely to make significant progress toward mission-related outcomes. In general, ECB can be used to:
Author: Myia Welsh and Johanna Morariu Type: Research & Reports Date: Jun 15, 2011 Be the first to review this resource! Download (248.37 KB) -
Evaluation for Strategic Learning: Readiness and Results This brief explores organizational preparedness and situational suitability for evaluation that supports strategic learning. It also explores how to understand if this type of evaluation is working. The brief is based on literature review, expert interviews, and the author’s own experiences. Short case examples at the end bring the ideas and concepts to life. Author: Center for Evaluation Innovation Type: Research & Reports Date: Mar 1, 2014 Be the first to review this resource! Download (165.16 KB) -
Evaluation for the Way We Work Michael Quinn Patton describes the developmental evaluation approach. Here is an excerpt from the article:
Author: Michael Quinn Patton Type: Newsletters & Periodicals Date: Mar 21, 2006 Be the first to review this resource! Download (886 KB) -
Evaluation Plan Workbook (.pdf) Innovation Network's own workbook on evaluation planning. Can be used alone or in conjunction with the Evaluation Plan Builder at the Point K Learning Center. Author: Innovation Network, Inc. Type: Workbooks & Guides Date: May 14, 2005 Point K Pick
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Evaluation Principles and Practices: An Internal Working Paper The purpose of this document is to advance the Foundation’s existing work so that our evaluation practices become more consistent across the organization. We hope to create more common understanding of our philosophy, purpose, and expectations regarding evaluation as well as clarify staff roles and available support. With more consistency and shared understanding, we expect less wheel re-creation across program areas, greater learning from each other’s efforts, and faster progress in designing meaningful evaluations and applying the results.
Author: Fay Twersky & Karen Lindblom Type: Research & Reports Date: Jan 22, 2013 Be the first to review this resource! Download (1.42 MB) -
Evaluation to Support Strategic Learning: Principles and Practices Evaluation that supports strategic learning is an area that the Center for Evaluation Innovation is helping to develop and grow. Working with organizations and groups to integrate evaluative thinking into their strategic decision making and bring timely data to the table for reflection and use has tremendous potential as an approach to evaluation, particularly for complex and dynamic social change strategies.
Author: Julia Coffman & Tanya Beer Type: Research & Reports Date: Jun 1, 2011 Point K Pick Be the first to review this resource! Download (106.64 KB) -
Failing to learn and learning to fail (intelligently): How great organizations put failure to work to improve and innovate The paper provides insight into what makes learning from failure so difficult to put into practice. The authors address the question of why organizations fail to learn from failure. They identify pernicious barriers embedded in both technical and social systems that make collective learning processes unusual in organizations, and present recommendations for what managers can do to overcome these barriers.
Author: Mark D. Cannon and Amy C. Edmondson Type: Research & Reports Date: Feb 5, 2004 Be the first to review this resource! Download (388.5 KB)