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Browse policy change Resources
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Movement Building Indicators This tool supports organizations in their strategic thinking around planning and assessing movement building work. It rejects the notion that there is a one-size-fits-all approach to assessing change strategies, and pays attention to the processes that need to be put in place and the contributions of groups who are working deeply rather than at a scale of mass mobilization.
Four key areas of movement building are addressed:
- Policy Change
- Leadership Development
- Communications
- Relationship Building.Author: Maria Nakae, Moira Cowman, and Eveline Shen Type: Tipsheets & Paper Tools Date: Dec 31, 2009 Be the first to review this resource! Download (10.59 MB)
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Online Outreach Tools Guide This quick-reference guide from Cause Communications is for those considering how to use the Internet and online tools to further their policy change agenda. Demystifying "high-tech" terms, the guide takes a high-level look at Web 2.0 tools like wikis, blogs, social networking sites, and Twitter, and their relative strengths and weaknesses for achieving different communications and policy objectives. The guide also suggests quantitative and qualitative metrics to use with each tool. Author: Cause Communications Type: Workbooks & Guides Date: Oct 27, 2009 Point K Pick
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Pathfinder Advocate Edition: A Practical Guide to Advocacy Evaluation Pathfinder is a practical guide to the advocacy evaluation process. This edition guides advocates through the advocacy evaluation process from start to finish. Editions for evaluators and funders are also available. Drawn from Innovation Network’s research and consulting experience, Pathfinder encourages the adoption of a “learning-focused evaluation” approach, which prioritizes using knowledge for improvement. Author: Innovation Network Type: Workbooks & Guides Date: Nov 1, 2009 Point K Pick
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Pathfinder Evaluator Edition: A Practical Guide to Advocacy Evaluation Pathfinder is a practical guide to the advocacy evaluation process. This edition guides evaluators through the advocacy evaluation process from start to finish. Editions for advocates and funders are also available. Drawn from Innovation Network’s research and consulting experience, Pathfinder encourages the adoption of a “learning-focused evaluation” approach, which prioritizes using knowledge for improvement. Author: Innovation Network Type: Workbooks & Guides Date: Nov 1, 2009 Point K Pick
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Pathfinder Funder Edition: A Practical Guide to Advocacy Evaluation Pathfinder is a practical guide to the advocacy evaluation process. This edition guides funders through the advocacy evaluation process from start to finish. Editions for advocates and evaluators are also available. Drawn from Innovation Network’s research and consulting experience, Pathfinder encourages the adoption of a “learning-focused evaluation” approach, which prioritizes using knowledge for improvement. Author: Innovation Network Type: Workbooks & Guides Date: Nov 1, 2009 Point K Pick
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Pathways for Change 2013 Author: The Center for Evaluation Innovation Type: Research & Reports Date: Jan 1, 2013 Be the first to review this resource! Download (211.06 KB)
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Philanthropic Strategies and Tactics for Change: A Concise Framework This article discusses the various tactics grantmakers rely on to create impact. The author describes theories of change, theories of leverage, programmatic tactics, and grantmaking tactics. Within programmatic tactics he discusses the need for evaluations to allow for ongoing program adjustments and to inform future efforts. Author: Frumkin, Peter Type: Research & Reports Date: Aug 31, 2002 Be the first to review this resource! Web Link
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Putting the system back into systems change: A framework for understanding and changing organizational and community systems This paper provides one framework—grounded in systems thinking and change literatures—for understanding and identifying the fundamental system parts and interdependencies that can help to explain system functioning and leverage systems change. The proposed framework highlights the importance of attending to both the deep and apparent structures within a system as well as the interactions and interdependencies among these system parts. Author: Pennie G. Foster-Fishman, Branda Nowell, Huilan Yang Type: Research & Reports Date: May 18, 2007 Be the first to review this resource! Download (381.29 KB)
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Report: "Ten Considerations for Advocacy Evaluation Planning: Lessons Learned from KIDS COUNT Grantee Experiences" The Annie E. Casey Foundation and Organizational Research Services, Inc. detail 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. Author: Organizational Research Services Type: Research & Reports Date: Jan 1, 2009 Be the first to review this resource! Download (289.93 KB)
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Seeing the Forest (Beyond the Trees): Learning Across the Experiences of Seven Advocacy Evaluators [Slides] Advocacy and policy change evaluation continues to evolve and mature--from a fledgling field a few years ago to the flourishing field of today. Evaluators are advancing as well, developing an increasingly robust collective understanding about what works for advocacy evaluation. In this session a diverse group of seven advocacy evaluators explored and synthesized observations drawn from an array of real-world experiences. Panelists spoke to targeted questions, weaving in their wealth of experience and examples. Author: Johanna Morariu, Jara Dean-Coffey, Tom Kelly, Claire Hutchings, David Devlin Foltz, Robin Kane, Jared Raynor, Anne Gienapp, Type: Presentation Slides Date: Oct 19, 2013 Be the first to review this resource! Web Link
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Simplifying Complex Initiative Evaluation In this article, the author highlights two major lessons learned from theory-of-change and cluster evaluation about how to evaluate complex initiatives: articulation of a theory of change, and using the theory of change as a basis for evaluation planning. In addition, the author shares tips on how she applied the lessons to meet her evaluation challenges. Author: Coffman, Julia Type: Newsletters & Periodicals Date: Jun 1, 1999 Be the first to review this resource! Web Link
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Speaking for Themselves: Advocates' Perspectives on Evaluation "Speaking for Themselves: Advocates' Perspectives on Evaluation" will give you a better understanding of advocates' views on evaluation, the advocacy strategies and capacities they find effective, and current evaluation practices. Based on Innovation's Network's research, the report includes recommendations for advocates, funders, and evaluators. Both the research and publication were made possible by the Annie E. Casey Foundation and The Atlantic Philanthropies. Author: Innovation Network, Inc. Type: Research & Reports Date: Aug 12, 2008 Point K Pick
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Supporting Civic Advocacy: Strategic approaches for donor-supported civic advocacy programs This 59-page draft document is "a reflection of USAID’s experience in advocacy. Compiled in consultation with the top advocacy trainers, it distills the best practices and lessons learned in advocacy programming." In the advocacy evaluation section, the publication offers long term performance measures, a discussion of levels of change, and appropriate performance indicators. Author: USAID, Office of Democracy and Governance Type: Research & Reports Date: Dec 7, 2001 Be the first to review this resource! Download (59.67 KB)
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Telling Your Story: A Guide to Preparing Advocacy Case Studies This guidebook was created to encourage activists to record their stories. The authors believe that it is beneficial for advocates to communicate experiences that will stimulate and teach others working toward social change. The guidebook clarifies the "hows and whys" of writing an advocacy case study. The body of the guidebook is made up of four sections: the reasons for writing a case study, methods for selecting a focus,writing hints, and what to do with the finished product. Author: Advocacy Institute Type: Workbooks & Guides Date: Aug 28, 2001 Be the first to review this resource! Download (268.47 KB)
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The Advocacy Strategy Framework This brief offers a simple one-page tool for thinking about the theories of change that underlie public policy advocacy strategies.
It first presents the tool and then offers six questions that advocates, and funders working with advocates, can work through to better articulate their theories of change. The tool—labeled the advocacy strategy framework—has several advantages over more familiar linear box-and-arrow theory-of-change tools:
Author: Julia Coffman and Tanya Beer Type: Research & Reports Date: Mar 1, 2015 Be the first to review this resource! Download (365.89 KB)
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The Challenge of Assessing Policy and Advocacy Activities The paper is designed to outline an approach to policy change evaluation grounded in the experience of experts and foundation colleagues. (See Appendix A for the research methodology.) This paper first posits three key priorities in evaluating policy change work, drawn from interviews with grantees and staff from The California Endowment on their needs concerning policy change evaluation. It also discusses the challenges inherent in monitoring and assessing these types of grants.
Author: Commissioned by The California Endowment. Researched and Written by Blueprint Research and Design, Inc. Type: Research & Reports Date: Oct 1, 2005 Be the first to review this resource! Download (2.84 MB)
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The Challenge of Assessing Policy and Advocacy Activities Part II After "The Challenge of Assessing Policy and Advocacy Activities" was published, the California Endowment Fund vetted the report findings and determined how to implement its recommendaions by convening a small group of foundation staff, grantees, and evaluators to engage in a series of discussions on the main themes of the report.
Author: Researched and written by Blueprint Research & Design, Inc. Type: Research & Reports Date: Oct 1, 2006 Be the first to review this resource! Download (1.51 MB)
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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 Community Toolbox The Community Tool Box is a global resource for free information on essential skills for building healthy communities. It offers practical guidance in creating change and improvement in a wide range of areas.
Part A. Models for Promoting Community Health and Development: Gateways to the Tools
Part B. Community Assessment, Agenda Setting, and Choice of Broad Strategies
Part C. Promoting Interest and Participation in Initiatives
Part D. Developing a Strategic Plan, Organizational Structure, and Training System
Author: Work Group for Community Health and Development Type: Workbooks & Guides Date: Jan 1, 2011
Web Link
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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)
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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)
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Tools and Resources for Assessing Social Impact (TRASI) TRASI is a browsable and searchable database of approaches to impact assessment, guidelines for creating and conducting an assessment, and ready-to-use tools for measuring social change.
It features more than 150 assessment tools and resources, community networking services, and informational videos and podcasts.
Author: The Foundation Center Type: Websites & Online Tools Date: Jan 1, 2010 Be the first to review this resource! Web Link
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Transactions Transformations Translations: Metrics That Matter for Building, Scaling, and Funding Social Movements Metrics can help organizations articulate where they are going, what road they are taking, and what they expect to find along the way. They can help groups strike the right balance in the trade-offs above, allocating time and energy to be maximally effective. They can serve as a guide and tool for lifting up lessons for the field and for funders.
Author: Manuel Pastor, Jennifer Ito, Rachel Rosner Type: Research & Reports Date: Oct 1, 2011
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USAID Performance Monitoring and Evaluation TIPS TIPS
USAID's Performance Monitoring and Evaluation TIPS provide practical advice and suggestions to USAID managers and partners on issues related to performance monitoring and evaluation. These publications are supplemental references to the Automated Directive Service (ADS) Chapter 203 (pdf, 264kb).
Author: USAID Type: Workbooks & Guides Date: Jan 1, 2012 Be the first to review this resource! Web Link