Browse assessment Resources
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Effective Advocacy Evaluation: The Role of Funders Johanna Morariu and Kathleen Brennan of Innovation Network produced this article for The Foundation Review to discuss the role of grantmakers in advocacy evaluation. The authors provide several recommendations based on their research into the practices of both advocacy grantmakers and grantees. Author: Johanna Gladfelter Morariu and Kathleen Brennan, Innovation Network Type: Research & Reports Date: Oct 1, 2009 Be the first to review this resource! Download (728.77 KB) -
Evaluability Assessment to Improve Public Health Policies, Programs, and Practices This article describes how evaluability assessment has benefited public health and could do so in future. We describe the rationale, history, and evolution of evaluability assessment. We outline the steps in the method and distinguish it from related concepts. We then illustrate how evaluability assessment can benefit public health in five ways:
Author: Laura C. Leviton, Laura Kettel Khan, Debra Rog, Nicola Dawkins, and David Cotton Type: Research & Reports Date: Jul 1, 2010 Be the first to review this resource! Download (380.53 KB) -
Evaluating Foundation-Supported Capacity Building: Lessons Learned This study of lessons learned from evaluations of philanthropic capacitybuilding programs used a national database of 473 programs, and a survey and interviews with 87 funders (82 foundations or foundation collaboratives, and five foundation-supported intermediaries) to answer two questions:
(1) How do foundations that support nonprofit capacity building evaluate their grantmaking and direct service activities?
(2) What lessons can be learned from valuation, both to improve these programs and justify the investments made in them?
Author: Thomas E. Backer, Jane Ellen Bleeg & Kathryn Groves Type: Research & Reports Date: Jan 1, 2010 Be the first to review this resource! Download (152.27 KB) -
Evaluating Networks for Social Change: A Casebook In response to the growing interest of grantmakers and network builders, this casebook profiles nine evaluations that address key questions about network effectiveness while expanding what is known about assessment approaches that fit with how networks develop and function.
Author: Center for Evaluation Innovation Type: Research & Reports Date: Jul 1, 2014 Be the first to review this resource! Download (1.12 MB) -
Evaluating Social Innovation In this paper, the authors explore ways that common evaluation approaches and practices constrain innovation and offer lessons about an emerging evaluation approach—developmental evaluation—which supports the adaptation that is so crucial to innovation. For what kinds of grantmaking strategies should funders consider using developmental evaluation? What organizational conditions are necessary for it to work? How can grantmakers grapple with the challenging questions that developmental evaluation raises about innovation, accountability, rigor, and adaptation? Author: Hallie Preskill and Tanya Beer Type: Research & Reports Date: Aug 1, 2012 Point K Pick Be the first to review this resource! Download (341.7 KB) -
Evaluating Social Justice Advocacy: A Values Based Approach Although social justice is a concept inherent in many advocacy efforts, it often remains unspoken or is
ignored during the evaluation process. In some ways, the use of a social justice lens when evaluating
advocacy should be self-evident. If advocacy efforts aim for social justice outcomes, evaluations should look
for evidence that such outcomes have been achieved. But understanding just what social justice means can
be a challenge, as can knowing how to look for it in the context of complex and often long-term advocacy efforts.Author: Barbara Klugman Type: Research & Reports Date: Aug 1, 2010 Point K Pick Be the first to review this resource! Download (334.73 KB) -
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: Examples and Lessons from the Field Innovation Network developed these three introductory evaluation documents as part of Building Nonprofit Capacity to Evaluate, Learn, and Grow Impact, a workshop we presented in partnership with Grantmakers for Effective Organizations' Scaling What Works initiative. Author: Johanna Morariu, Innovation Network, Inc. Type: Research & Reports Date: Apr 1, 2012 Point K Pick 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 Concepts Mindmap The Evaluation Concepts Mindmap is a visual showing different considerations in evaluation, such as assessment types, evaluation cycle, and data collection, and the components of those considerations. This is a useful tool for evaluation planning, as well as for gaining a broad perspective of what is important in the field of evaluation—all on one page. Author: Johanna Morariu, Innovation Network Type: Tipsheets & Paper Tools Date: Mar 28, 2013 Point K Pick
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Evaluation Essentials for Nonprofits: Terms, Tips, and Trends [Slides] These slides are an excerpt from a fuller presentation for the Young Nonprofit Professionals Network, which was held on June 2, 2014 in Washington, DC. Author: Ann K. Emery and Johanna Morariu, Innovation Network, Inc. Type: Presentation Slides Date: Jun 2, 2014 Point K Pick Be the first to review this resource! Web Link -
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 Needs Assessment The Evaluation Needs Assessment was created for use with a grantee cohort of twelve organizations, which received grant support and capacity building services for a period of three years.Directions: Share the tool in advance of an in-person meeting to allow for preparation. Meet to discuss an organization’s existing evaluation practice and goals for improvement. Seek mutual agreement of the evaluation capacity provider and grantee regarding how to apply evaluation technical assistance.Author: Johanna Morariu Type: Tipsheets & Paper Tools Date: Apr 25, 2011 Be the first to review this resource! Download (215.84 KB) -
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 Resource Guide This listing and description of resources has been developed to help Department staff evaluate and monitor the performance of Department programs. It also is intended to be useful for county staff and other service providers. Resources in the Guide range from evaluation manuals providing basic information to books with detailed information on specific topics such as logic models, data analysis or sampling. Also included are resources on identifying effective programs/best practices, evaluation standards, and contracting for evaluation.
Author: Wisconsin Department of Health Services (DHS) Type: Workbooks & Guides Date: May 1, 2010 Be the first to review this resource! Download (223.14 KB) -
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) -
Evaluation: Finding a Common Ground [Slides] While common frameworks and approaches for evaluation have been developed across multiple fields, regional associations for grantmakers have, for the most part, been left out of this dialogue.The purpose of this session is to highlight the common threads that distinguish regional associations from other organizational genres in the social sector. Regional associations promote effectiveness in philanthropy by providing grantmakers with opportunities to engage with others, share ideas, and generate best practices that support both the individual and collective impact of philanthropy.
Author: Veena Pankaj and Ann K. Emery Type: Presentation Slides Date: Jul 30, 2013 Be the first to review this resource! Web Link -
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) -
Free Resources for Program Evaluation and Social Research Methods This page lists FREE resources for program evaluation and social research methods. The focus is on "how-to" do evaluation research and the methods used: surveys, focus groups, sampling, interviews, and other methods. Most of these links are to resources that can be read over the web. A few, like the GAO books, are for books that can be sent away for, for free (if you live in the US), as well as read over the web. Author: Gene Shackman Type: Websites & Online Tools Date: Nov 22, 2007 Be the first to review this resource! Web Link -
From Expert to Advocate! Tools for Evidence-Based Advocacy In Your Community You are a powerful force in your community. As a service provider and/or community leader you see clearly where more progress can be made. How can you build the evidence base to change policies and increase resources to save more lives?
To get started, here are a few tools to assess gaps in service delivery and resource allocation, while increasing community and citizen ownership. These tools are just a sample of how to build your evidence base for effective advocacy. The process of developing your evidence base with your community can be as important as the end product.Author: ACTION: Advocacy to Control Tuberculosis Internationally Type: Tipsheets & Paper Tools Date: Jan 1, 2012 Be the first to review this resource! Download (684.46 KB) -
Funder Collaboratives: Why and How Funders Work Together When it comes to funder collaboratives, is the whole truly greater than the sum of its parts? Can foundations make a bigger impact with grant dollars by working together than by going it alone? Yes, grantmakers say, as long as members define their goals, set clear operational guidelines, and work from the start to make the collaborative function well for grantees. In this guide, contributors share strategies for structuring a collaborative to fit its purpose, building strong relationships and resolving conflicts, and figuring out if the collaborative you're in is working. Author: Grantcraft Type: Research & Reports Date: Jan 1, 2010 Be the first to review this resource! Download (306.83 KB) -
Getting Real About Real-Time Evaluation Evaluators Clare Nolan and Fontane Lo give a short introduction to Real-Time Evaluation (RTE) from a theoretical and practical standpoint. Additional issues covered in this article include:
- How is RTE different from traditional evaluation?
- Is a real-time evaluation right for me?
- What if my funder wants a traditional evaluation?
Author: Clare Nolan and Fontane Lo Type: Tipsheets & Paper Tools Date: Mar 29, 2012 Be the first to review this resource! Web Link -
Getting the Most from Evaluation In the June 6, 2007 issue the e-newsletter "Nonprofit Tools You Can Use" from the Fieldstone Alliance, Vince Hyman introduces an excerpt from the book Information Gold Mine: Innovative Uses of Evaluation by Paul Mattessich, et al. This excerpt discusses how a Colorado nonprofit, YouthZone, used its evaluation findings in a variety of ways. These uses included identifying infrastructure deficiencies, marketing, and informing changes to program design, among others. Author: Vince Hyman (Field Stone Alliance); Paul Mattessich, et al. Type: Newsletters & Periodicals Date: Jun 6, 2007 Be the first to review this resource! Web Link -
Grantcraft: Evaluation Technique Series To help grantmakers understand some newer evaluative approaches and weigh their advantages, GrantCraft has developing a collection of briefing notes. Each note explains the basics of one technique and answers some common questions about its use. A mini-case, based on one grantmaker’s experiences, is featured in each guide. Additional literature about the topic is also provided.
Participatory Action Research - Involving "All The Players" in Evaluation and Change
Author: Grantcraft Type: Workbooks & Guides Date: Jan 1, 2011 Be the first to review this resource! Web Link -
GrantStation.com Online since 1999, GrantStation.com provides information and mentorship about the grantseeking process. Though most of their online resources are available only to paid subscribers, the "Tracks to Success" series offers free articles on a variety of fundraising and nonprofit management topics, including capital campaigns, endownment building, youth engagement, creating a development plan, and more. THey have also recently expanded, with an international edition of their newsletter, the GrantStation Insider. Author: GrantStation.com, Inc. Type: Websites & Online Tools Date: Jan 1, 1999 Be the first to review this resource! Web Link