Browse Research and Analysis Resources
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"Participatory Performance Story Reporting" Clear Horizon, an M&E company in Australia, describes its participatory approach, specifically as it relates to the method of performance story reporting (PPSR). The company defines performance story reports as "essentially a short report about how a program contributed to outcomes." This page on their website includes links to other pages that describe the structure, process, and limitations of this the PPSR method. Author: Clear Horizon Type: Websites & Online Tools Date: Dec 31, 2008 Be the first to review this resource! Download (161.39 KB) -
"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) -
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) -
2008 eNonprofit Benchmarks Study: An Analysis of Online Messaging, Fundraising and Advocacy Metrics for Nonprofit Organizations Note: This resource is free, but you must supply your name and email to download it from the authors' website.
Author: M+R Strategic Services; Nonprofit Technology Network Type: Research & Reports Date: Jan 1, 2008
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2012 eNonprofit Benchmarks Study: An Analysis of Online Messaging, Fundraising, Advocacy, Social Media and Mobile Metrics... Note: This resource is free, but you must supply your name and email to download it from the authors' website.
2012 eNonprofit Benchmarks Study: An Analysis of Online Messaging, Fundraising, Advocacy, Social Media and Mobile Metrics for Nonprofit Organizations
Author: M+R Strategic Services; Nonprofit Technology Network Type: Research & Reports Date: Jan 1, 2012 Be the first to review this resource! Download (2.25 MB) -
A Guide to Actionable Measurement Staff members from the Bill & Melinda Gates Foundation discuss the principles and practices they use to make decisions about data collection, analysis, and reporting. Their approach, "actionable measurement," emphasizes the collection of information for specific decisions or actions.
UPDATE: We had a broken link here. It was updated on Jan. 13, 2011.
Author: Bill & Melinda Gates Foundation Type: Research & Reports Date: May 10, 2010
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A Practical Guide for Engaging Stakeholders in Developing Evaluation Questions This guide describes a five-step process for engaging stakeholders in developing evaluation
questions, and includes four worksheets and a case example to further facilitate the planning
and implementation of your stakeholder engagement process.Step 1: Prepare for stakeholder engagement: This step includes collecting information about
the program or initiative being evaluated—its history, why it came into being, what it is trying
to accomplish and what success would look like.Author: Hallie Preskill and Nathalie Jones Type: Workbooks & Guides Date: Jun 1, 2009 Be the first to review this resource! Download (1001.41 KB) -
Addressing Attribution of Cause and Effect in Small n Impact Evaluations: Towards an Integrated Framework With the results agenda in the ascendancy in the development community, there is an increasing need to demonstrate that development spending makes a difference, that it has an impact. This requirement to demonstrate results has fuelled an increase in the demand for, and production of, impact evaluations. There exists considerable consensus among impact evaluators conducting large n impact evaluations involving tests of statistical difference in outcomes between the treatment group and a properly constructed comparison group.
Author: Howard White and Daniel Phillips Type: Research & Reports Date: Jun 1, 2012
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Advocacy & Public Policy Grantmaking: Matching Process to Purpose Building on research conducted in 2007 by Coffman and Campbell, this brief summarizes advocacy and public policy grantmaking approaches and their implications for grant portfolio composition and management, auxiliary supports and evaluation. “Advocacy and public policy grantmaking” refers to grantmaking in support of a wide range of advocacy activities that are intend to trigger, block, maintain, support and/or monitor changes in public policy at any level of government. Author: Tanya Beer, Pilar Stella Ingargiola, and Meghann Flynn Beer Type: Research & Reports Date: Aug 5, 2012 Be the first to review this resource! Download (1.17 MB) -
Advocacy Evaluation Update #10 In this issue:
ADVOCACY EVALUATION AND RIGOR - How to be Methodically Rigorous in the Field of Advocacy Evaluation By Lily Zandniapour and Kathy Brennan
PROFILES FROM THE FIELD - Dr. Paul Zeitz, The Global AIDS Alliance By Laura Ostenso
SPOTLIGHT A User’s Prospective on an Advocacy Evaluation Planning Tool from the Children’s Aid Society - By Moria Cappio and Melanie Reyes
EDITOR’S PICKS News, Events, and Resources
Author: Julia Coffman (ed.) Type: Newsletters & Periodicals Date: Oct 1, 2010 Be the first to review this resource! Download (425.54 KB) -
Advocacy Evaluation Update #9 In This Issue:
1. Feature: Framework of Factors that Affect Political Support
Why do some issues receive priority attention from political leaders while others receive very little? Political scientist Jeremy Shiffman has developed a framework that offers a response to this question.
2. Spotlight: Evaluating Community Organizing
Catherine Crystal Foster and Justin Louie identify what to consider when evaluating community organizing efforts. They also offer example benchmarks and methods for capturing organizing outcomes.
Author: Julia Coffman (ed.) Type: Newsletters & Periodicals Date: May 1, 2010 Be the first to review this resource! Download (329.6 KB) -
Advocacy Impact Evaluation Reflections on a retrospective advocacy evaluation case study of a legislative campaign. The case study, based on a thorough review of the campaign’s activities, interviews with key informants, and careful analysis of the Supreme Court decision, examines a coordinated final-push campaign and its outcomes. Author: Patton, Michael Quinn Type: Research & Reports Date: Mar 1, 2008 Point K Pick
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Advocacy, Poiltics & Philanthropy: A Reflection on a Decade of Immigration Reform Advocacy This Innovation Network report examines the impact and shares lessons from Atlantic’s $70.3 million
effort between 2004 and 2014 to reform the U.S. immigration system.
Among the topics covered:
Author: Innovation Network and Atlantic Philanthropies Type: Research & Reports Date: Mar 1, 2016 Be the first to review this resource! Download (1.98 MB) -
AEA Workshop Presentation: "Expanding Advocacy Capacity" The authors, from the Philip R. Lee Institute for Health Policy Studies at the University of California, San Francisco, presented the following slides during a workshop at the American Evaluation Association 2008 conference. Their session covered the findings (and methods) from their evaluation of The California Endowment's Clinic Consortia Policy and Advocacy Program. Author: Gardner, Annette; Geierstanger, Sara; Brindis, Claire Type: Presentation Slides Date: Oct 28, 2008 Be the first to review this resource! Download (850 KB) -
Agency and Empowerment: A Proposal for Internationally Comparable Indicators This article proposes a short list of internationally-comparable indicators of inclividual agency and empowerment (and the corresponcling survey questions). Data from these indicators would enable researchers to explore research and policy issues such as the interconnections between empowerment and economic or human development. The article sUNeys definitions of agency and empowerment, adopts the definition from Amartya Sen, supplemented by Rowlands' typology. Author: Solava Ibrahim and Sabina Alkire Type: Research & Reports Date: Jun 30, 2007 Be the first to review this resource! Download (2.21 MB) -
An Ecological Understanding of Evaluation Use: A Case Study of the Active for Life Evaluation This document presents a case study of use of an evaluation of Active for Life: Increasing Physical Activity Levels in Adults Age 50 and Older a program sponsored by the Robert Wood Johnson Foundation (RWJF). The breadth of both the program and the evaluation created additional ways of thinking about evaluation use–what it looks like, where you find it and how to connect it.
Author: Judith Ottoson and Diane Martinez, Type: Research & Reports Date: Jun 1, 2010 Be the first to review this resource! Download (847.79 KB) -
Ask the expert: What is strategic learning and how do you develop an organizational culture that encourages it? In article from The Evaluation Exchange, John A. Healy, Director of Strategic Learning and Evaluation at The Atlantic Philanthropies, shares ways to position learning as an organizational priority. Author: Julia Coffman, HFRP; Erin Harris, HFRP Type: Newsletters & Periodicals Date: Jun 1, 2005 Point K Pick Be the first to review this resource! Web Link -
Assessing to Achieve High Performance: What Nonprofits Are Doing and How Foundations Can Help The Center for Effective Philanthropy (CEP) wanted to understand the state of performance assessment practice among nonprofits to help foundations target support where it is most needed. Author: The Center for Effective Philanthropy Type: Research & Reports Date: Apr 1, 2015 Be the first to review this resource! Download (1.49 MB) -
Banning Junk Food and Soda Sales in the State's Public Schools This report describes advocates' struggle in California to ban junk food and soda sales in public schools. The authors highlight successes, failures, and turning points of the effort, culminating in the 2005 Governor’s Summit on Health, Nutrition and Obesity. Author: Isaacs, Stephen and Swartz, Ava Type: Research & Reports Date: Oct 1, 2006 Be the first to review this resource! Download (325.71 KB) -
Best Practices for Asking Questions about Sexual Orientation on Surveys In 2003 the Ford Foundation began funding a multi-year project that sought to increase the quantity and quality of data on gay, lesbian, and bisexual people, and, by extension, on heterosexual people. Over a five-year period, many researchers participated in the expert panel funded by the grant, thus contributing to the knowledge embodied in this report.
Author: Sexual Minority Assessment Research Team (SMART) Type: Research & Reports Date: Nov 1, 2009 Be the first to review this resource! Download (923.87 KB) -
Big Issues, Many Questions What it takes for a foundation to be effective is difficult to master, yet timeless. At the same time, however, there are current trends that foundation leaders and boards must pay attention to if they want to be as effective as possible.In this essay, Big Issues, Many Questions, CEP President Phil Buchanan explores the five most pressing issues facing U.S. foundations in 2016.Author: The Center for Effective Philanthropy Type: Research & Reports Date: Apr 1, 2016 Be the first to review this resource! Web Link -
Blog: "Monitoring and Evaluation NEWS" Monitoring and Evaluation NEWS is a frequently-updated blog / news website managed by Rick Davies in the UK. The site focuses on M&E methods for aid / development programs, and includes news, opinion, jobs, and events.
Author: Davies, Rick Type: Websites & Online Tools Date: Jan 1, 1997 Point K Pick Be the first to review this resource! Web Link -
Can we obtain the required rigour without randomisation? Non-governmental organisations (NGOs) operating in the international development sector need credible, reliable feedback on whether their interventions are making a meaningful difference but they struggle with how they can practically access it. Impact evaluation is research and, like all credible research, it takes time, resources, and expertise to do well, and – despite being under increasing pressure – most NGOs are not set up to rigorously evaluate the bulk of their work.
Author: Karl Hughes and Claire Hutchings Type: Research & Reports Date: Aug 1, 2011 Be the first to review this resource! Download (347.42 KB) -
Candidate Outcome Indicators: Advocacy Program This publication, based on joint research by the Urban Institute and The Center for What Works, provides a framework for tracking nonprofit performance. It suggests candidate outcomes and outcome indicators to assist nonprofit organizations that seek to develop new outcome monitoring processes or improve their existing systems. Author: Urban Institute and The Center for What Works Type: Tipsheets & Paper Tools Date: Jan 1, 2007
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Champions and “Champion-ness”: Measuring Efforts to Create Champions for Policy Change Creating “policy champions” who can bring about changes in public policy is central to many advocacy
projects. As advocacy advisors and evaluators for nonprofits and foundations, we work with a broad variety
of clients. Whether they aspire to increase access to contraception in Tanzania or to playgrounds in South
Central Los Angeles, we are likely to hear that identifying, informing, supporting or engaging policy champions is
a key element of their strategy.Author: David Devlin-Foltz and Lisa Molinaro Type: Research & Reports Date: Aug 31, 2010 Point K Pick
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