Browse strategies Resources
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9 Steps to Advocacy Evaluation Many organizations are using advocacy strategies to meet their missions. Just like any other work that foundations and nonprofits engage in, advocacy needs to be continually assessed, tweaked, and strengthened through a process of evaluation and learning. In this webinar with the National Committee for Responsive Philanthropy, Johanna Morariu and Will Fenn shared the nine steps of advocacy evaluation. The webinar is based on Innovation Network's report titled "Pathfinder: A Practical Guide to Advocacy Evaluation." The webinar took place on Wednesday, June 26, 2013. Author: Johanna Morariu and William Fenn, Innovation Network Type: Presentation Slides Date: Jun 26, 2013 Point K Pick Be the first to review this resource! Web Link -
A Case Study in "Grassroots" Lobbying: How MADD Fixed the Flaw in Hawaii's Drunk-Driving Law This brief case study highlights MADD's public policy situation, lobbying strategies, tactics, and outcomes. The study includes examples of key indicators for grass roots lobbying. Author: W.K. Kellogg Foundation Type: Research & Reports Date: Jun 1, 2006
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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) -
A Practical Guide to Documenting Influence and Leverage In Making Connections Communities This guide offers practical steps for capturing and documenting the effects of influence and leverage in Casey's making Connections communities. Through examples of influence and leverage outcomes -- as well as tools and methods for data collection -- this guide pointed the way for Making Connections teams, partners and funders to better communicate and refine strategies to help improve the lives of vulnerable children.
Author: Commissioned by Annie E. Casey Foundation. Researched by Organizational Research Services. Type: Research & Reports Date: Dec 8, 2004 Be the first to review this resource! Web Link -
A Practical Guide to Documenting Influence and Leverage In Making Connections Communities How does one document influence (change in policies, systems, practices and/or opinions that support one’s strategies) and leverage (investment by public and private funders in one’s strategies)?
Author: Organizational Research Services Type: Research & Reports Date: Feb 12, 2007
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Achieving a Policy Change: Key Strategies and Factors for Success The authors, from the Philip R. Lee Institute for Health Policy Studies at the University of California, San Francisco, presented the following issue brief at the American Evaluation Association 2008 conference. The document includes two case studies from an evaluation of The California Endowment's Clinic Consortia Policy and Advocacy Program between 2001 and 2006. Author: Gardner, Annette; Marshall, Nell; Geierstanger, Sara; Quinn, Holly Type: Research & Reports Date: Oct 1, 2008
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Advocacy & Public Policy Grantmaking: Matching Process to Purpose The Colorado Trust, in an effort to better understand the field of funding advocacy and public policy work, commissioned this publication to describe strategies funders use; advantages and tradeoffs to funding advocacy; implications for funders, advocates, and evaluation; and implications for the outcomes the Colorado Trust is working towards. It identifies three buckets of funding strategies that have emerged: the policy target approach, the advocacy niche approach, and the field building approach.
Author: Tanya Beer, Pilar Stella Ingargiola, Meghann Flynn Beer Type: Research & Reports Date: Aug 1, 2012 Be the first to review this resource! Download (379.48 KB) -
Advocacy Strategies for Civil Society: A Conceptual Framework and Practitioner’s Guide Fox and Helweg developed this publication to help USAID evaluate advocacy components of international development projects. The publication discusses advocacy strategies as part of a developmental project, how to choose the correct advocacy strategy for a project, and the process of identifying and developing advocacy capacity building needs. Author: Fox, Leslie M., and Helweg, Priya Type: Workbooks & Guides Date: Jan 1, 1997
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AEA Presentation: "Key Questions in Evaluation of Governance Issues in Advocacy Coalitions" Bonnie L. Shepard of Social Sectors Development Strategies presented the following slides at the American Evaluation Association 2008 conference.
Author: Shepard, Bonnie L. Type: Presentation Slides Date: Nov 1, 2008 Be the first to review this resource! Download (176 KB) -
An Evaluation Approach for an Environmental Think Tank and Advocacy Organization Johanna Morariu described how Innovation Network worked with the Post Carbon Institute to develop an organizational evaluation framework. We developed and fine tuned several assessment areas for think tank evaluation and advocacy evaluation with interview data collected from key informants. Then, in consultation with key staff from the Post Carbon Institute, we created an organizational theory of change. The theory contains information about the organization’s mission; audiences; strategies; focusing events, crises, and windows of opportunity; desired shifts, and impact. Author: Johanna Morariu Type: Opinion (blog, editorial) Date: Apr 19, 2011 Be the first to review this resource! Web Link -
Assessing and Evaluating Change in Advocacy Fields This white paper aims to bring together emerging ideas about how to assess advocacy fields and evaluate advocacy field building initiatives. Dr. Lynn and other evaluators have developed a core set of dimensions to help organize thinking about these complex advocacy fields, and have begun experimenting with indicators of a strong field, tools for assessing the baseline of a field, and strategies for measuring change in fields. This paper seeks to test and refine some of these ideas.Author: Dr. Jewlya Lynn Type: Research & Reports Date: Sep 1, 2014 Be the first to review this resource! Download (790.23 KB) -
Best Practices for Asking Questions to Identify Transgender and Othe r Gender Minority Re spo n d e n t s o n P opu l ati o n-Ba In 2011, the Williams Institute at the UCLA School of Law convened a multi-disciplinary and multi-institutional group of experts to increase population-based data about transgender people and other gender minorities by advancing the development of sex and gender-related measures (i.e., sex assigned at birth, gender identity, gender expression, transgender status) for population-based surveys, with a particular consideration for publicly-funded data collection efforts.
Author: Gender Identity in U.S. Surveillance (GenIUSS) group Type: Research & Reports Date: Sep 1, 2014 Be the first to review this resource! Download (1.41 MB) -
Building Capacity to Measure and Manage Performance This article explores what it takes to build the capacity for measuring and managing performance. It is written for nonprofits
Author: Matthew Forti & Kathleen Yazbak Type: Workbooks & Guides Date: Apr 14, 2012 Be the first to review this resource! Download (188.43 KB) -
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) -
Data Collection Tips: Build On What’s Out There Innovation Network's own tipsheet, "Build on What's Out There" discusses how to use existing tools to create your own data collection instruments, followed by a list of databases of instruments that are available on the Web. Author: Innovation Network, Inc. Type: Tipsheets & Paper Tools Date: May 15, 2005 Be the first to review this resource! Download (163.99 KB) -
Designing a Results Framework for Achieving Results: A How-To Guide A results framework serves as a key tool in the development landscape, enabling practitioners to discuss and establish strategic development objectives and then link interventions to intermediate outcomes and results that directly relate to those objectives. This publication provides how-to guidance for developing results frameworks by discussing the following: Author: Independent Evaluation Group (IEG) Type: Workbooks & Guides Date: Sep 1, 2012 Be the first to review this resource! Download (834.16 KB) -
Dynamic Dozen: Delivery. Tips from top presenters from the American Evaluation Association This study consisted of interviews with a dozen of the top AEA presenters to get their secrets about how to make and deliver great presentations. Their comments were grouped into three stages of presenting: message, design, and
Author: Anjanette Raber Type: Workbooks & Guides Date: Aug 1, 2012 Be the first to review this resource! Download (489.15 KB) -
Evaluating Social Innovation In this paper, the authors explore ways that common evaluation approaches and practices constrain innovation and offer lessons about an emerging evaluation approach—developmental evaluation—which supports the adaptation that is so crucial to innovation. For what kinds of grantmaking strategies should funders consider using developmental evaluation? What organizational conditions are necessary for it to work? How can grantmakers grapple with the challenging questions that developmental evaluation raises about innovation, accountability, rigor, and adaptation? Author: Hallie Preskill and Tanya Beer Type: Research & Reports Date: Aug 1, 2012 Point K Pick Be the first to review this resource! Download (341.7 KB) -
Evaluating Social Justice Advocacy: A Values Based Approach Although social justice is a concept inherent in many advocacy efforts, it often remains unspoken or is
ignored during the evaluation process. In some ways, the use of a social justice lens when evaluating
advocacy should be self-evident. If advocacy efforts aim for social justice outcomes, evaluations should look
for evidence that such outcomes have been achieved. But understanding just what social justice means can
be a challenge, as can knowing how to look for it in the context of complex and often long-term advocacy efforts.Author: Barbara Klugman Type: Research & Reports Date: Aug 1, 2010 Point K Pick Be the first to review this resource! Download (334.73 KB) -
Evaluation Blogging: Improve Your Practice, Share Your Expertise, and Strengthen Your Network (Presentation slides) Want to start blogging about evaluation, but not sure where to start? Started, but want to know what to expect (or what to do next, or how to keep it going)? Ready to take your independent consulting practice to the next level? Author: Ann K. Emery, Susan Kistler, Chris Lysy, Sheila B. Robinson Type: Presentation Slides Date: Oct 19, 2013 Be the first to review this resource! Download (2.84 MB) -
Evaluation for Improvement: A Seven-Step Empowerment Evaluation Approach This manual is designed to help violence prevention organizations hire an empowerment evaluator who will assist them in building their evaluation capacity through a learn-by-doing process of evaluating their own strategies. It is for state and local leaders and staff members of organizations, coalitions, government agencies, and/or partnerships working to prevent violence. Some parts of the manual may also be useful to empowerment evaluators who work with these organizations. Author: Pamela J. Cox, Dana Keener, Tiffanee L. Woodard, & Abraham J. Wandersman Type: Workbooks & Guides Date: Jan 1, 2009 Be the first to review this resource! Download (2.86 MB) -
Evaluation to Support Strategic Learning: Principles and Practices Evaluation that supports strategic learning is an area that the Center for Evaluation Innovation is helping to develop and grow. Working with organizations and groups to integrate evaluative thinking into their strategic decision making and bring timely data to the table for reflection and use has tremendous potential as an approach to evaluation, particularly for complex and dynamic social change strategies.
Author: Julia Coffman & Tanya Beer Type: Research & Reports Date: Jun 1, 2011 Point K Pick Be the first to review this resource! Download (106.64 KB) -
Evaluation: Finding a Common Ground [Slides] While common frameworks and approaches for evaluation have been developed across multiple fields, regional associations for grantmakers have, for the most part, been left out of this dialogue.The purpose of this session is to highlight the common threads that distinguish regional associations from other organizational genres in the social sector. Regional associations promote effectiveness in philanthropy by providing grantmakers with opportunities to engage with others, share ideas, and generate best practices that support both the individual and collective impact of philanthropy.
Author: Veena Pankaj and Ann K. Emery Type: Presentation Slides Date: Jul 30, 2013 Be the first to review this resource! Web Link -
Excel Elbow Grease: How to Fool Excel into Making (Pretty Much) Any Chart You Want In October 2013, Ann K. Emery presented How to fool Excel into making (pretty much) any chart you want at the American Evaluation Association's annual conference in Washington, D.C. She shared four strategies for communicating data more clearly in Excel: 1) Adjust default settings until charts pass the Squint Test; 2) Create two charts in one; 3) Create invisible sections of charts; and 4) Exploit the stock chart types, for example, by making timelines from stacked bar charts or by making dot plots from scatter plots. Author: Ann K. Emery Type: Presentation Slides Date: Oct 17, 2013 Point K Pick Be the first to review this resource! Web Link -
Exploring climate change and disaster governance issues The page 28 denotes
In Orissa, research by Arun Kumar Das with farmers captures their experiences and perceptions of climate over the past 20 years and compares
this with meteorological data from local weather stations. His research found that 50 percent of the farmers in the study area had already applied
adaptation strategies to respond to their experience of climate change. These included changes in crops, crop varieties, planting dates, along withAuthor: Harris, K., Terry Cannon, T. et al Type: Research & Reports Date: Apr 1, 2011 Be the first to review this resource! Download (3.24 MB)