Browse evaluation Resources
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The Challenge of Assessing Policy and Advocacy Activities: Part II - Moving from Theory to Practice This report synthesizes the results of a series of discussions that were a response to Blueprint's October 2005 report, "The Challenge of Assessing Policy and Advocacy Activities: Strategies for a Prospective Evaluation Approach" (q.v.) The discussions centered on three key themes of the 2005 publication:
- developing a theory of change,
- defining benchmarks and indicators and collecting data, and
- using findings.
This report is organized into two broad sections:
Author: Blueprint Research & Design Type: Research & Reports Date: Oct 1, 2006
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The Challenge of Assessing Policy and Advocacy Activities: Strategies for a Prospective Evaluation Approach This publication begins with an overview of the advocacy evaluation field, noting challenges to evaluating advocacy, the current state of advocacy evaluation, and guiding principles for policy change evaluation. The report goes on to outline a "prospective evaluation approach" which (in contrast to a retrospective approach) allows evaluation to become a management and planning tool. The prospective advocacy evaluation approach involves four steps:
Author: Blueprint Research & Design Type: Workbooks & Guides Date: Oct 1, 2006
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The Challenge of Evaluating Complex Interventions: A Framework for Evaluating Media Advocacy This article in Health Education Research presents a framework for evaluating media advocacy. The framework is intended as a planning resource for media advocates, and as an aid to fundraising. The authors suggest a number of possible indicators for media, public opinion, policy, community, and advocacy. Author: Stead, Martine; Hastings, Gerard; and Douglas Eadie Type: Newsletters & Periodicals Date: Jun 1, 2002 Be the first to review this resource! Web Link -
The Colorado Trust's Advocacy Funding Strategy: Lessons Learned for Funders of Advocacy Efforts In an effort to help advance the field of advocacy and public policy funding, The Colorado Trust published this evaluation report as a joint effort between funder and evaluator, describing where they saw success, where they saw failure, and lessons learned along the way.
Author: Nancy Csuti & Ehren Reed Type: Research & Reports Date: May 1, 2012 Be the first to review this resource! Download (576.26 KB) -
The Communication Initiative Network An extensive website of resources related to communication for development, with a strongly international reach. Available topics include baseline data, programme experience, evaluation and planning methodologies, theories of change, and more. The site also offers active discussion forums and an e-newsletter, The Drum Beat.
Author: The Communication Initiative Network Type: Websites & Online Tools Date: Jan 18, 2008 Be the first to review this resource! Web Link -
The Community Builder’s Approach to Theory of Change: A Practical Guide to Theory Development The Community Builder’s Approach to Theory of Change is a practical guide about theory of change development, and includes a toolbox of examples. Author: Andrea A. Anderson, Ph.D. Type: Workbooks & Guides Date: Jan 1, 2000 Be the first to review this resource! Download (532.38 KB) -
The Conference is Over, Now What? Professional Development for Novice Evaluators (Presentation handout) Are you a recent graduate or novice evaluator? If so, cheers to your first few years in the evaluation field! Your professional development is just beginning.
Author: Ann K. Emery Type: Tipsheets & Paper Tools Date: Oct 18, 2013 Be the first to review this resource! Download (547.8 KB) -
The Dataviz Hall of Fame for Evaluation In this blog post for the American Evaluation Association, Ann Emery shares Hall of Fame-worthy examples of data visualization in the evaluation field. She describes how evaluators are creating innovative, practical, and interactive visualizations; are thinking beyond standard reporting formats; and have capitalized on visual thinking skills. Author: Ann Emery Type: Opinion (blog, editorial) Date: Jun 24, 2013 Be the first to review this resource! Web Link -
The Evaluation Checklist Project Th site provides Author: The Evaluation Center of Western Michigan University Type: Templates & Samples Date: Jun 30, 2010 Point K Pick
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The Four Phases to Designing & Writing a Comprehensive Grant This conceptual model gives the four phases to consider when trying to develop a comprehensive grant proposal because you can't just "sit down and start writing" a grant. Researching Funding, Designing your Project, Technical Grant Writing, and Evaluation are the four key areas to consider in this model. The model is a basis for more in-depth work that is further explained in four separate PowerPoint presentations (with handouts). For more information contact info@bpcwi.com.
Author: Nicole Bowman Type: Templates & Samples Date: Feb 12, 2014 Be the first to review this resource! Download (121.35 KB) -
The Grantmaker’s Role in Theory of Change 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! Download (419.72 KB) -
The Guide to Community Presentive Services The Guide to Community Preventive Services is a free resource to help you choose programs and policies to improve health and prevent disease in your community. Systematic reviews are used to answer these questions:
- Which program and policy interventions have been proven effective?
- Are there effective interventions that are right for my community?
- What might effective interventions cost; what is the likely return on investment?
Author: Office of Surveillance, Epidemiology, and Laboratory Services (OSELS) Type: Websites & Online Tools Date: Mar 22, 2010 Be the first to review this resource! Web Link -
The How and Why of Advocacy This publication offers many pieces of advice generally related to advocacy, as well as specifically in regard to how an organization can monitor and evaluate its advocacy work. The Monitoring and Evaluation section walks through key questions:
- Why monitor and evaluate your work?
- What kind of monitoring indicators are there?
- What to evaluate?
- Who defines success?
Author: BOND Type: Workbooks & Guides Date: Jan 18, 2008 Be the first to review this resource! Download (203.13 KB) -
The Impact of Research Evidence as an Advocacy Tool in Housing Trust Fund Campaigns: Lessons Learned from Three Case Studies This research initiative was undertaken by the Housing Trust Fund Project of the Center for Community Change, with support from the John D. and Catherine T. MacArthur Foundation, to demonstrate the impact of evidence—in this case, research that connects the availability of safe adequate homes to family health, educational opportunities, and supportive environments—on the success of campaigns to advance housing trust funds.
Author: Center for Community Change (CCC) Type: Research & Reports Date: Feb 1, 2013 Be the first to review this resource! Download (637.9 KB) -
The Metrics Café: A Guide to Bring Funders and Grantees to the Table The Metrics Café from MIT's D-Lab offers a user-friendly, light-hearted take on understanding how metrics can be selected by funders and grantees. The guide likens metrics selection to meal formats, offering case examples and tips on when and how to use the four approaches:
Author: Laura Budzyna Type: Workbooks & Guides Date: Apr 1, 2017 Point K Pick Be the first to review this resource! Download (395.22 KB) -
The Program Manager's Guide to Evaluation A guide from the U.S. Administration for Children and Families (ACF) that explains program evaluation -- what it is, how to understand it, and how to do it.
UPDATE: Point K used to include an earlier version of this resource, for which we had a broken link for some time. The current version (with corrected link) is a black-and-white PDF of the 2010 Second Edition.
Author: Administration for Children and Families Type: Workbooks & Guides Date: Dec 8, 2010
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The Urban Institute Series on Outcome Management for Nonprofit Organizations The Urban Institute Series on Outcome Management for Nonprofit Organizations contains easy to read, practical guides for looking at outcomes for nonprofit programs. The series includes:
Author: Various Type: Research & Reports Date: Dec 4, 2009 Point K Pick
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The ‘Most Significant Change’ Technique This 104-page guide discusses the "Most Significant Change" ("MSC") technique and its use in advocacy evaluation. The technique involves collecting stories from program participants, reviewing stories and choosing the "most significant," sharing those stories, and discussing their value and impact. The guide states that "When the technique is implemented successfully, whole teams of people begin to focus their attention on program impact." Author: Davies, Rick and Dart, Jess Type: Workbooks & Guides Date: Apr 1, 2005 Be the first to review this resource! Download (1.2 MB) -
Theory of Change Assessment: A Cheat Sheet The Theory of Change Assessment: Cheat Sheet tool can be used to conduct an analysis of a theory of change. The tool walks users through elements common to theories of change, and offers considerations for conducting the assessment. Suggestions for use include:
Author: Ehren Reed Type: Tipsheets & Paper Tools Date: Apr 1, 2011 Point K Pick Be the first to review this resource! Download (110.62 KB) -
THEORY OF CHANGE FOR FUNDERS: PLANNING TO MAKE A DIFFERENCE This report talks through three different types of theories of change, each relating to one type of funder impact:
Author: Angela Kail, Dawn Plimmer Type: Research & Reports Date: Dec 1, 2014
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Theory of Change Glossary A theory of change is a document created to communication the strategies, activities, outcomes, and other elements on nonprofit and philanthropic initiatives. Various terms can be used to describe the components of a theory of change. This is one glossary that seeks to define many of the common elements contained within a theory of change.
Author: Community Resource Exchange and Hunter Consulting, LLC Type: Tipsheets & Paper Tools Date: Dec 1, 2012 Be the first to review this resource! Download (187.53 KB) -
Theory of Change: A Practical Tool for Action, Results and Learning Every community needs a roadmap for change. A theory of change (TOC) outlines how to create that change. It is an essential part of a successful community transformation effort. This manual, created for the Casey Foundation's Making Connections initiative, defines theory of change using Casey's impact, influence and leverage platform, and shows community advocates how to create their own TOC by showing the relationships between outcomes, assumptions, strategies and results.
Author: Annie E. Casey Foundation and Organizational Research Services (ORS) Type: Workbooks & Guides Date: Jun 4, 2004 Be the first to review this resource! Download (369.64 KB) -
Three Blind Men and an Elephant: The Power of Faceted Analytical Displays In this paper, the author addersses the insights that emerge when software enables us to view a set of data from several perspectives at the same time. He describes a screen that contains multiple concurrent views of a common data set so that comparisons can be made as a “faceted analytical display.” This approach to information display provides a means to expand analytical reach by viewing data in this way.
Author: Stephen Few Type: Tipsheets & Paper Tools Date: Jan 1, 2007 Be the first to review this resource! Download (1023.41 KB) -
Tips for Evaluating Advocacy: A Checklist for Grantees Alliance for Justice produced this one-page checklist that has seven tips for grantees on how to evaluate advocacy.
Author: Alliance for Justice Type: Tipsheets & Paper Tools Date: Jul 18, 2007 Be the first to review this resource! Download (36.37 KB) -
Tips for Evaluating Advocacy: A Checklist for Grantmaking Organizations Alliance for Justice produced this one-page checklist that has seven tips for grantmaking organizations on how to evaluate advocacy. Author: Alliance for Justice Type: Tipsheets & Paper Tools Date: Jul 18, 2007 Be the first to review this resource! Download (34.37 KB)