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Browse Planning Resources
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Sample Outcomes Chain Outcomes can't all be attained at the same time, and some outcomes rely on the earlier achievement of others. Advocacy evaluation presents unique conceptual challenges to developing an outcomes chain. This outcomes chain contains short-term, intermediate, and long-term outcomes for both policy and infrastructure, as related to a fictional advocacy campaign. Author: Innovation Network, Inc. Type: Tipsheets & Paper Tools Date: Nov 23, 2005
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Sample Size Calculator This online sample size calculator can help you rapidly estimate how large your sample needs to be to compensate for different margins of error and confidence levels. Free and easy to use, the page also includes good introductory information on how to apply the resource. Author: Raosoft Type: Websites & Online Tools Date: Jan 1, 2004 Be the first to review this resource! Web Link
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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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Smart Chart 3.0 Spitfire Strategies produced Smart Chart (now in version 3.0) as "a tool to help nonprofits make smart communications choices." This free online tool is built around a chart with five "strategic decision sections":
Author: Spitfire Strategies Type: Websites & Online Tools Date: Feb 1, 2004
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Social Research Update: Photo-Interviewing for Research Rosalind Hurthworth offers insight into multiple uses of photography in evaluation. Author: Hurworth, Rosalind Type: Research & Reports Date: Mar 1, 2003 Be the first to review this resource! Download (156.06 KB)
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Sourcebook for Evaluating Global and Regional Partnership Programs: Indicative Principles and Standards The purpose of the indicative principles and standards contained in this Sourcebook is to help improve the independence and quality of program-level evaluations of GRPPs in order to enhance the relevance and effectiveness of the programs. The principal audiences for the Soucebook are the governing bodies and management units of GRPPs, as well as professional evaluators involved in the evaluation of these programs. Author: Independent Evaluation Group (IEG) Type: Workbooks & Guides Date: Jan 1, 2007 Be the first to review this resource! Download (833.37 KB)
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State of Evaluation 2012: Evaluation Practice and Capacity in the Nonprofit Sector The State of Evaluation 2012 report marks the second time Innovation Network has surveyed the U.S. nonprofit field to learn about evaluation practices and capacities! To learn more about the project, visit www.stateofevaluation.org. Author: Johanna Morariu, Katherine Athanasiades, and Ann K. Emery of Innovation Network, Inc. Type: Research & Reports Date: Oct 1, 2012 Point K Pick
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State of Evaluation in the Social Sector Measurement, evaluation, and learning are hotter than ever in the social sector. Foundations and nonprofits are focused on answering the question What difference are we making? And the field of evaluation has advanced in promising ways, developing meaningful evaluation approaches to better fit the latest philanthropic and nonprofit strategies. Author: Johanna Morariu and Will Fenn Type: Templates & Samples Date: Mar 21, 2013 Be the first to review this resource! Web Link
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State of the Field: Updated, Longitudal Findings about Nonprofit and Philanthropic Evaluation Practices and Capacities [Slides] The State of Evaluation project provides valuable insight to all those who work in and with the nonprofit sector. The project is designed to collect longitudinal data to document evaluation trends in the U.S. nonprofit sector, including how nonprofits staff evaluation, how evaluation is funded, why evaluation is undertaken, how evaluation results are used, and much more. This year marks the beginning of longitudinal data and analysis, drawing from the first iteration of the project in 2010. Author: Johanna Morariu Type: Presentation Slides Date: Oct 27, 2012 Be the first to review this resource! Web Link
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Strategic Communications Audits This Issue Brief, a Working Brief from the Communication Consortium Media Center's Media Evaluation Project, explains how a nonprofit organization can conduct an analysis of its communications efforts in the areas of Strategy, Implementation, and Support and Alignment. The Issue Brief can also be used as a tool, as it includes a table relating Essential Strategic Communications Practices and their corresponding Quality Criteria/Standards. Additionally, there is an organizational "Practice Maturity Scale" to assist a nonprofit in determining its level of communications expertise. Author: Coffman, Julia Type: Research & Reports Date: Oct 1, 2004
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Strengthening Family Planning Policies and Programs in Developing Countries: An Advocacy Toolkit This toolkit "assist[s] advocates in the family planning/reproductive health field in their efforts to promote policy dialogue on the health, social, and economic benefits of increasing access to family planning services. By tailoring the messages included in the toolkit, advocates can present culturally relevant arguments to promote family planning and birth spacing in their particular settings." It contains several sample tools for advocacy planning. Author: The POLICY Project Type: Tipsheets & Paper Tools Date: Dec 2, 2005 Be the first to review this resource! Download (1.16 MB)
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Strengthening Line of Sight Line of sight is about strengthening how we think about our ultimate goals and then maintaining an unobstructed vision from our current decisions and actions to those goals. It is about always asking: “What are we trying to accomplish and what would success look like?” Line of Sight is a process, not a product.Author: Fourth Quadrant Partners, LLC Type: Tipsheets & Paper Tools Date: Sep 16, 2020 Be the first to review this resource! Download (1015.3 KB)
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Summary of Expert Interview Findings for Evaluating Policy and Advocacy Organizational Effectiveness This report summarizes TCC’s recent interview findings with selected policy advocacy experts (such as funders, researchers, consultants and practitioners) as well as a literature review of recent research. Drawing from its own work in organizational development and organizational effectiveness, TCC probed experts around four capacities TCC has found to be central to organizational effectiveness (leadership, adaptive, management and technical). The primary purpose of the research was to understand how the framework applies specifically to effective advocacy organizations. Author: TCC Group Type: Research & Reports Date: Jun 28, 2006
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SWOT Analysis: Strengths, Weaknesses, Opportunities, and Threats The Community Tool Box is a service of the Work Group for Community Health and Development at the University of Kansas. Their SWOT Guide is comprehensive, user friendly and a great resource for any evaluator within the public health or community development field.
Author: The Community Tool Box Type: Websites & Online Tools Date: Jan 1, 2014 Be the first to review this resource! Web Link
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Taking Stock: A Practical Guide to Evaluating Your Own Programs A manual from Horizon Research providing an overview of program evaluation. Author: Bond, Sally L., et al. Type: Workbooks & Guides Date: Jun 1, 1997 Be the first to review this resource! Download (241.82 KB)
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Ten Strategies for Enhancing Multicultural Competency in Evaluation Teresa Boyd Cowles of the Connecticut Department of Education offers 10 strategies evaluators can use to improve their cultural competence for evaluation. Author: Teresa Boyd Cowles Type: Newsletters & Periodicals Date: Jun 30, 2005 Point K Pick
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Terms, Tips, & Trends: Evaluation Essentials for Nonprofits (Mindmap) Are you ready to launch an evaluation, but not sure where to start? Wondering how much you should budget for it, or who should be involved? Although 90% of nonprofits are engaged in evaluation, it continues to be one of the most misunderstood and mysterious functions of nonprofit management. In this Evaluation 101-level webinar, Innovation Network's team introduced key evaluation concepts, approaches, and methods.
Author: Johanna Morariu and Ann Emery, Innovation Network Type: Tipsheets & Paper Tools Date: Sep 30, 2013 Point K Pick
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Terms, Tips, & Trends: Evaluation Essentials for Nonprofits (Slides) Are you ready to launch an evaluation, but not sure where to start? Wondering how much you should budget for it, or who should be involved? Although 90% of nonprofits are engaged in evaluation, it continues to be one of the most misunderstood and mysterious functions of nonprofit management. In this Evaluation 101-level webinar, Innovation Network's team introduced key evaluation concepts, approaches, and methods.
Author: Johanna Morariu and Ann Emery, Innovation Network Type: Presentation Slides Date: Oct 3, 2013 Point K Pick
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The 6 D's of Needs Assessments This handy one-page tipsheet outlines the six D's that need to be answered for a successful Needs Assessment:
- Deficit
- Develop
- Describe
- Desires
- Duplication
- Demand
Author: Community Soplutions Type: Tipsheets & Paper Tools Date: Jan 1, 2012 Be the first to review this resource! Download (1.47 MB)
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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 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
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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)