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Browse grantees Resources
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"Real-life Lessons Learned and Resources in Building Capacity for Advocacy and Policy Evaluation among KIDS COUNT Grantees" The Annie E. Casey Foundation and Organizational Research Services, Inc. recount 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. This handout, distributed at the American Evaluation Association 2008 conference, also contains a list of advocacy evaluation resources available on ORS's website. Author: Annie E. Casey Foundation; Organizational Research Services Type: Tipsheets & Paper Tools Date: Nov 6, 2008 Be the first to review this resource! Download (261.49 KB)
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2008 Civic Engagement Evaluation Assessment and Recommendations for the Field 2008 was a historic year for civic participation in the United States. The Funders’ Committee for Civic Participation (FCCP) brings together grantmakers committed to enhancing democratic participation in all aspects of civic life. Its nearly 80 members comprised of private, public and community foundations collectively contributed scores of millions of dollars to non-partisan civic engagement efforts of all kinds nationwide.
Author: Lacy M. Serros Type: Research & Reports Date: Dec 1, 2009 Be the first to review this resource! Download (699.52 KB)
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A Model for Multilevel Advocacy Evaluation Tanya Beer of The Colorado Trust and Ehren Reed of Innovation Network produced this article for The Foundation Review to describe a three-year advocacy evaluation capacity building project for nine health access advocacy organizations in Colorado. Author: Tanya Beer, The Colorado Trust; Ehren Reed, Innovation Network Type: Research & Reports Date: Oct 1, 2009 Be the first to review this resource! Download (990.44 KB)
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Advocacy Funding: The Philanthropy of Changing Minds This guide is primarily for grantmakers, but contains information relevant to grantees. In its last section, "Defining and Measuring Success," the publication highlights general questions regarding advocacy evaluation. The publication defines process, outcome, and impact evaluations of advocacy, and provides examples to illustrate each type. Author: GrantCraft Type: Workbooks & Guides Date: Jun 1, 2005 Be the first to review this resource! Web Link
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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)
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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)
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From Insight to Action: New Directions in Foundation Evaluation This report highlights emerging approaches to evaluation in the field of philanthropy that increase the effectiveness of both foundations and their grantees. Author: FSG Social Impact Advisors Type: Research & Reports Date: Apr 1, 2007 Be the first to review this resource! Download (3.67 MB)
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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)
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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
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How Can We Help Out Grantees Strengthen Their Capacity for Evaluation? There is a widespread and growing recognition in the nonprofit sector about the importance of evaluation--not only for measuring impact, but also for improving programs and better serving communities. While grantmakers generally see evaluation as necessary, most are not yet investing enough resources in this area. In 2014, nearly three quarters of nonprofits reported that their funders "rarely or never" fund impact measurement costs.
Author: Grantmakers for Effective Organizations (GEO) Type: Research & Reports Date: Aug 1, 2015 Be the first to review this resource! Download (728.72 KB)
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Mission Possible: Evaluating Advocacy Grants This article discusses the George Gund Foundation’s efforts in persuading the Ohio state legislature to create a trust fund to support low-income needs. It highlights benefits of advocacy, specifically capturing and leveraging public resources to further policy goals. The article offers several advocacy evaluation tips to funders, including discussion and agreement on common expectations between funders and grantees, accomodations for the adaptive nature of advocacy work, and focus of contribution over attribution. Author: Egbert, Marcia and Hoechstetter, Susan Type: Research & Reports Date: Jan 1, 2006 Be the first to review this resource! Web Link
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Partnerships for Environmental Public Health Evaluation Metrics Manual The Partnership for Environmental Public Health Evaluation Metrics Manual provides examples of tangible metrics and program tools that PEPH grantees and others can use for planning and evaluation purposes. Sample metrics include measures for activities, outcomes and impacts related to partnership building, leveraging, product development and dissemination, education and training, and capacity building.
Author: Division of Extramural Research, National Institute of Environmental Health Science Type: Workbooks & Guides Date: Oct 25, 2010 Be the first to review this resource! Web Link
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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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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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Small Picture, Big Picture: Using the Framework for Public Policy Advocacy in a Large-Scale Advocacy Campaign We were recently tasked with guiding evaluation for a funder's national advocacy campaign, and had to make sense of advocacy data contained in 110 grants. Where did we start? Julia Coffman's Framework for Public Policy Advocacy was the perfect tool. It helped us compare strategies employed by grantees individually, as well as step back and look at strategies used across the campaign. Author: Kat Athanasiades, Veena Pankaj Type: Opinion (blog, editorial) Date: Mar 12, 2014 Be the first to review this resource! Web Link
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Strengthening Nonprofit Capacity Capacity building enables nonprofit leaders and organizations to develop the skills and resources they need to improve their work. Since each situation is unique and circumstances are always changing, effective capacity-building support is tailored to best suit the needs of grantees. This publication offers practical guidance and considerations to help grantmakers design an impactful approach. Author: Grantmakers for Effective Organizations Type: Research & Reports Date: Feb 19, 2015 Be the first to review this resource! Web Link
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Success and Failure in the Evaluation Process What do the terms "success" and "failure" really mean in the philanthropic world? Funders have taken different approaches to learning from initiatives that haven't gone quite as they had hoped. Some funders want to learn from their mistakes, some provide technical assistance to lagging grantees, and some want to focus their light on "bright spots" and grantee successes.
Author: Kat Athanasiades Type: Presentation Slides Date: Mar 1, 2015 Be the first to review this resource! Web Link
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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 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
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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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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)
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Understanding the Public Policy Landscape: Lessons from a Retrospective Evaluation (Presentation handout) This handout accompanied a presentation at the American Evaluation Association's annual conference in October 2013 in Washington, DC.
Author: Veena Pankaj and Kat Athanasiades, Innovation NetworkType: Tipsheets & Paper Tools Date: Oct 16, 2013 Be the first to review this resource! Download (387.9 KB)
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Understanding the Public Policy Landscape: Lessons from a Retrospective Evaluation (Presentation slides) These slides accompanied a presentation at the American Evaluation Association's annual conference in October 2013 in Washington, DC.
Author: Veena Pankaj and Kat Athanasiades, Innovation NetworkType: Presentation Slides Date: Oct 16, 2013 Be the first to review this resource! Download (1.41 MB)
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User-Friendly Handbook for Mixed Method Evaluations A guide to evaluation specifically geared to grantees of the National Science Foundation’s Directorate for Education and Human Resources Author: Westat, Inc. Type: Workbooks & Guides Date: Aug 1, 1997
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