Browse strategic planning Resources
-
"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) -
A Practical Guide for Engaging Stakeholders in Developing Evaluation Questions This guide describes a five-step process for engaging stakeholders in developing evaluation
questions, and includes four worksheets and a case example to further facilitate the planning
and implementation of your stakeholder engagement process.Step 1: Prepare for stakeholder engagement: This step includes collecting information about
the program or initiative being evaluated—its history, why it came into being, what it is trying
to accomplish and what success would look like.Author: Hallie Preskill and Nathalie Jones Type: Workbooks & Guides Date: Jun 1, 2009 Be the first to review this resource! Download (1001.41 KB) -
Advocacy Capacity Tool (ACT) Report: First 100 User Groups (Executive Summary) In September 2013, Alliance for Justice’s Bolder Advocacy Initiative released a report offering a glimpse into how nonprofit organizations view their capacity for public policy work. The report is based on data from the first 100 groups to complete AFJ’s online self-assessment tool, the Advocacy Capacity Tool.Author: Alliance for Justice Type: Research & Reports Date: Sep 1, 2013 Be the first to review this resource! Download (703.04 KB) -
Advocacy Evaluation Update #9 In This Issue:
1. Feature: Framework of Factors that Affect Political Support
Why do some issues receive priority attention from political leaders while others receive very little? Political scientist Jeremy Shiffman has developed a framework that offers a response to this question.
2. Spotlight: Evaluating Community Organizing
Catherine Crystal Foster and Justin Louie identify what to consider when evaluating community organizing efforts. They also offer example benchmarks and methods for capturing organizing outcomes.
Author: Julia Coffman (ed.) Type: Newsletters & Periodicals Date: May 1, 2010 Be the first to review this resource! Download (329.6 KB) -
Advocacy Evaluation Update (Issue #8, January 2010) In this issue:
1. Feature: Rhonda Schlangen discusses advocacy evaluation lessons learned in Nigeria and Kenya.
2. Spotlight: System Mapping in Advocacy Planning and Evaluation
3. Profile: Center for Evaluation Innovation
4. Editor's Picks: Two new resources from Cause Communications and Keystone Accountability.
This issue was produced with support from The California Endowment and The Atlantic Philanthropies.Author: The Center for Evaluation Innovation; Innovation Network, Inc. Type: Newsletters & Periodicals Date: Jan 14, 2010 Point K Pick Be the first to review this resource! Download (266.75 KB) -
Advocacy Guide: InterAction's Eight Steps to Strategic Advocacy This short guide gives an overview of eight steps of a strategic advocacy campaign. These eight steps align with the eight sections in InterAction's Advocacy Toolkit (q.v.).
The steps are:- Pick Your Issue
- Setting Goals
- Lay of the Land
- Identify Your Targets
- Communications
- Tactics and Timeline
- Resource Management, and
- Evaluation.
Author: InterAction Type: Workbooks & Guides Date: Jan 1, 2006
Download (17.66 KB) -
Advocacy Impact Evaluation Reflections on a retrospective advocacy evaluation case study of a legislative campaign. The case study, based on a thorough review of the campaign’s activities, interviews with key informants, and careful analysis of the Supreme Court decision, examines a coordinated final-push campaign and its outcomes. Author: Patton, Michael Quinn Type: Research & Reports Date: Mar 1, 2008 Point K Pick
Download (275.26 KB) -
Alliance for Justice Advocacy Capacity Tool 2013: Public Aggregate Report In September 2013, Alliance for Justice’s Bolder Advocacy Initiative released a report offering a glimpse into how nonprofit organizations view their capacity for public policy work. The report is based on data from the first 100 groups to complete AFJ’s online self-assessment tool, the Advocacy Capacity Tool.Author: UW-Stout Applied Research Center Type: Research & Reports Date: Sep 1, 2013 Be the first to review this resource! Download (1.76 MB) -
An Ecological Understanding of Evaluation Use: A Case Study of the Active for Life Evaluation This document presents a case study of use of an evaluation of Active for Life: Increasing Physical Activity Levels in Adults Age 50 and Older a program sponsored by the Robert Wood Johnson Foundation (RWJF). The breadth of both the program and the evaluation created additional ways of thinking about evaluation use–what it looks like, where you find it and how to connect it.
Author: Judith Ottoson and Diane Martinez, Type: Research & Reports Date: Jun 1, 2010 Be the first to review this resource! Download (847.79 KB) -
Applying Culturally-Responsive Communication in Hispanic/Latino Communities Understanding cultural norms can help you to better reach, communicate with and educate your audience. When you meet someone new, you should always remember to be open and respectful of their beliefs. This resource provides some norms that are common among all Hispanic/Latino cultures, and examples of a few of those norms and ways to improve communication with the communities you serve. Author: Susan G. Komen Foundation Type: Tipsheets & Paper Tools Date: Dec 1, 2014 Be the first to review this resource! Download (370.56 KB) -
Ask the Expert: An Introduction to Theory of Change In this article from The Evaluation Exchange, Andrea Anderson, a research associate at the Aspen Institute Roundtable on Community Change, shares an introduction to theory of change and steps for creating a theory of change. Author: Erin Harris, HFRP Type: Newsletters & Periodicals Date: Nov 4, 2009 Be the first to review this resource! Web Link -
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 -
Assessing and Evaluating Change in Advocacy Fields This white paper aims to bring together emerging ideas about how to assess advocacy fields and evaluate advocacy field building initiatives. Dr. Lynn and other evaluators have developed a core set of dimensions to help organize thinking about these complex advocacy fields, and have begun experimenting with indicators of a strong field, tools for assessing the baseline of a field, and strategies for measuring change in fields. This paper seeks to test and refine some of these ideas.Author: Dr. Jewlya Lynn Type: Research & Reports Date: Sep 1, 2014 Be the first to review this resource! Download (790.23 KB) -
Assessing Capacity for Community Change Efforts: Learnings From an Adaptive Initiative [Slides] Should community change efforts be focused on funding coalitions or funding a flexible group of community leaders? The Kansas Health Foundation has embraced a four-pronged community change model that targets community leaders as key agents of change within each of their funded communities. Innovation Network, the evaluation partner for the Kansas Health Foundation's Healthy Communities Initiative, developed and deployed an assessment tool designed to contribute to the assessment of leadership capacity in effecting community change. Author: Kat Athanasiades, Veena Pankaj, and Deanna Van Hersh Type: Presentation Slides Date: Oct 17, 2013 Be the first to review this resource! Web Link -
Assessing the Capacity of Community Coalitions to Advocate for Change (Presentation Handout) Research has shown that high-capacity coalitions are more successful in effecting community change. While a number of coalition assessment tools have been developed, documentation is scarce regarding how they are implemented, how the results are used, and whether they are predictive of coalition success in collaborative community change efforts.
Author: Veena Pankaj, Kat Athanasiades, Ann Emery, Johanna Morariu Type: Presentation Slides Date: May 22, 2013 Point K Pick Be the first to review this resource! Download (377.49 KB) -
Best Practices for Advocacy The ACTION Project, a group of partners in seven countries that advocate for tuberculosis control, produced this document to highlight lessons learned from its advocacy successes. Note: This is not an evaluation focused publication, but elements of it (e.g., Chapter 2) do relate to evaluation. Author: ACTION: Advocacy to Control Tuberculosis Internationally Type: Workbooks & Guides Date: Nov 1, 2007
Download (13.39 MB) -
Blog: "Monitoring and Evaluation NEWS" Monitoring and Evaluation NEWS is a frequently-updated blog / news website managed by Rick Davies in the UK. The site focuses on M&E methods for aid / development programs, and includes news, opinion, jobs, and events.
Author: Davies, Rick Type: Websites & Online Tools Date: Jan 1, 1997 Point K Pick Be the first to review this resource! Web Link -
Building a Culture of Evaluation: 30 Ideas to Apply to Your Organization This fun infographic by Community Solutions shows 30 ways to build a culture of evaluation into your organization. Examples include starting with simple evaluations to demonstrate benefits and worth, positioning evaluation as a way of giving staff a voice, and scheduling time up front in the program planning phase to discuss evaluation.
Author: Community Solutions Type: Tipsheets & Paper Tools Date: Jan 1, 2011 Be the first to review this resource! Download (148.96 KB) -
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) -
Can we obtain the required rigour without randomisation? Non-governmental organisations (NGOs) operating in the international development sector need credible, reliable feedback on whether their interventions are making a meaningful difference but they struggle with how they can practically access it. Impact evaluation is research and, like all credible research, it takes time, resources, and expertise to do well, and – despite being under increasing pressure – most NGOs are not set up to rigorously evaluate the bulk of their work.
Author: Karl Hughes and Claire Hutchings Type: Research & Reports Date: Aug 1, 2011 Be the first to review this resource! Download (347.42 KB) -
Capaciteria Capaciteria is a community site for nonprofit capacity building. A free membership gives you access to a broad collection of capacity-building resources (over 3400 links!). The site encourages rating of resources and forum discussions, but it looks like those features aren't being fully used. Still, there's a lot of knowledge here. Author: Internaut Consulting Type: Websites & Online Tools Date: Jan 18, 2008
Web Link -
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: Case Study and Frequently Asked Questions [Slides] We shared information about our Coalition Assessment Tool with an organization in Washington, DC. We discussed the tool's development, which involved an extensive literature review, vetting, and pilot testing over a 10-month period. We also shared the seven sections of the tool and how these sections can be modified and adapted for different coalitions. Author: Veena Pankaj, Kat Athanasiades, Johanna Morariu, and Ann K. Emery Type: Presentation Slides Date: Sep 11, 2013 Be the first to review this resource! Web Link -
Collective Impact Large-scale social change requires broad cross-sector coordination, yet the social sector remains focused on the isolated intervention of individual organizations.
Author: Kania J, Kramer M. - Stanford Social Innovation Review Type: Research & Reports Date: Dec 1, 2011 Be the first to review this resource! Web Link -
Common Results Catalog The Common Outcomes Catalog is a resource developed by GuideStar to support organizations to select and use metrics. Hundreds of example metrics are provided, and are organized by three general categories (Advocacy-Policy, Intermediary Organizations, and Other) and eight issue-area categories (Animals, Arts and Culture, Economic Development, Education, Environment, Health and Wellness, Human Services, and Philanthropy). Author: GuideStar Type: Workbooks & Guides Date: Apr 1, 2016 Point K Pick Be the first to review this resource! Download (194.31 KB)