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Browse funder Resources
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AEA Presentation: "Striving for Alignment: One Funder's Lessons in Supporting Advocacy" The following slides were presented at the American Evaluation Association 2008 conference by Ehren Reed of Innovation Network and Tanya Beer of The Colorado Trust. The authors discussed lessons from an advocacy evaluation capacity building project. Author: Innovation Network; The Colorado Trust Type: Presentation Slides Date: Nov 1, 2008 Be the first to review this resource! Download (575 KB)
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Approaches to Supporting Evaluation Capacity Building Myia Welsh and Johanna Morariu outline six lessons gleaned from their evaluation capacity building experiences with nonprofits, highlighting Innovation Network's white paper titled "Evaluation Capacity Building: Funder Initiatives to Strengthen Grantee Evaluation Capacity and Practice." Author: Johanna Morariu and Myia Welsh Type: Opinion (blog, editorial) Date: Aug 28, 2011 Be the first to review this resource! Web Link
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Evaluating Community Change: A Framework for Grantmakers The publication offers a framework for thinking about how to measure progress and results in place-based andcommunity change initiatives.Author: Grantmakers for Effective Organization (GEO) Type: Websites & Online Tools Date: Jan 1, 2014 Be the first to review this resource! Download (2.9 MB)
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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)
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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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Evaluation Contracts Checklist Dr. Daniel Stufflebeam, founder of Western Michigan University’s The Evaluation Center, created this checklist for coming to agreement on an evaluation contract. This resource is particularly helpful for funder and practioners preparing for the first time to work with an external evaluator. Author: Daniel Stufflebeam Type: Tipsheets & Paper Tools Date: Jan 1, 1999 Be the first to review this resource! Download (26.51 KB)
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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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Funder Discussion Guide: Advocacy, Politics & Philanthropy In funding advocacy, foundations sometimes confront questions such as What’s a promising strategic focus?, How to integrate grassroots and grasstops advocacy?, or How to empower advocates in planning and funding decisions? Over the course of a 10-year effort to comprehensively reform the U.S. immigration system, Atlantic faced similar choices.Author: Johanna Morariu, Kat Athanasiades, Veena Pankaj Type: Research & Reports Date: Mar 31, 2016 Point K Pick
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Funder Discussion Guide: Advocacy, Politics & Philanthropy In funding advocacy, foundations sometimes confront questions such as What’s a promising strategic focus?, How to integrate grassroots and grasstops advocacy?, orAuthor: Innovation Network and Atlantic Philanthropies
Type: Workbooks & Guides Date: Mar 1, 2016 Be the first to review this resource! Download (684.33 KB)
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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
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Guiding Principles for Advocacy Grantmaking As more funders turn to advocacy and policy change strategies, they want to know what works. Instead of starting from scratch, people want to know what approaches and principles show promise. In the past year alone, four helpful resources were written to advise funders on issues related to advocacy and evaluation. These four complementary resources have been synthesized and streamlined to provide a holistic reference for what makes an effective advocacy funder. Author: Johanna Morariu, M.A. Type: Workbooks & Guides Date: Sep 14, 2010 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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Room for Improvement: Foundations' Support of Nonprofit Performance Assessment Amidst growing pressure for nonprofits to measure and assess their performance, the Center for Effective Philanthropy (CEP) finds that nonprofits sorely lack the support they need. CEP finds that 81 percent of the nonprofits surveyed believe that nonprofits should demonstrate the effectiveness of their work by using performance measures.
CEP also finds that:
» Nonprofits very much want to be able to understand their performance and are taking steps to do so. Nonprofits want more help in performance assessment efforts than they are currently receiving from their foundation funders.Author: Brock, Andrea; Buteau, Ellie; Herring, An-Li Type: Research & Reports Date: Sep 1, 2012 Be the first to review this resource! Download (1.04 MB)
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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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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 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)
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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
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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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Using Information for Policy Change: The Only Reason to Do Evaluation (In This Context) Patricia Patrizi, a "career-long evaluator," reflects on the current trends in evaluating advocacy efforts and offers suggestions. She proposes that "Policy change should be evaluated only when there is a reason to evaluate," and likens policy change evaluation to evaluating a campaign for public office. Patrizi asserts that an outcome evaluation is unnecessary, but an ongoing evaluation during the course of the campaign is helpful. Author: Patrizi, Patricia Type: Opinion (blog, editorial) Date: Mar 6, 2006 Be the first to review this resource! Download (35.5 KB)