Browse process 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) -
#YNPNdc14: DataViz! Tips, Tools, and How-tos for Visualizing Your Data [Slides] Johanna Morariu and Ann K. Emery presented at the Young Nonprofit Professionals Network 2014 Annual Leadership Conference, which was held on May 9, 2014 in Washington, DC. Author: Johanna Morariu and Ann K. Emery, Innovation Network Type: Presentation Slides Date: May 9, 2014 Point K Pick Be the first to review this resource! Web Link -
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) -
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 Menu of Assessment Activities This brief menu of questions provides a simple, straightforward overview of evaluation activities. Author: Brett A. Magill Type: Tipsheets & Paper Tools Date: Feb 24, 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) -
ActionAid Update No. 2 The ActionAid Update newsletter series provides a summary of the impact of participatory policy work being undertaken by ActionAid, an international anti-poverty agency. The action research project was carried out over a period of three years in four countries: Brazil, Ghana, Nepal and Uganda. In each country, a research facilitator worked with 1-3 partner organizations to explore some of the challenges they were facing with their advocacy work. Author: ActionAid International Type: Newsletters & Periodicals Date: Apr 1, 2003
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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 & 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 For Poverty Eradication And Empowerment: Ways Forward For Advocacy Impact Assessment In this paper, Linda Mayoux examines and builds on advocacy evaluation frameworks such as those used by the U.S. Agency for International Development, the World Bank, the U.K. Department for International Development, and international NGOs.
The paper:Author: Mayoux, Linda Type: Research & Reports Date: Jan 1, 2003 Be the first to review this resource! Download (550.73 KB) -
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 -
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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Advocating for Adolescent Reproductive Health in Sub-Saharan Africa The publication provides information and tips for conducting a reproductive health advocacy effort in sub-Saharan Africa. The final chapter, Monitoring and Evaluating Advocacy Efforts, describes three types of evaluations an advocate may want to consider conducting: a process evaluation, an outcome evaluation, and an impact evaluation. The publication includes sample evaluation questions to ask as part of each evaluation. The chapter also includes a section about using evaluation results. Author: Shannon, Adam Type: Research & Reports Date: Jan 1, 1998 Be the first to review this resource! Download (476.47 KB) -
Brief: "Pathways for Change: 6 Theories about How Policy Change Happens" ORS' Sarah Stachowiak discusses six theories on the process of policy change. This brief was published with the support of The California Endowment. Author: Organizational Research Services Type: Research & Reports Date: Jan 1, 2009 Be the first to review this resource! Download (200.21 KB) -
Building and Sustaining Stakeholder Engagement This resource from Abindaer Group gives factors and suggestion to consider when convening a Stakeholder Group such as an Advisory Group, Workgroup, or Steering Committee. These suggestions help maximize the group’s engagement in and commitment to the process while promoting synergistic exchange.Author: Abinader Group Type: Websites & Online Tools Date: Jan 1, 2013 Be the first to review this resource! Download (868.24 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) -
Capacity and Organizational Readiness for Evaluation (CORE) Tool Capacity and Organizational Readiness for Evaluation (CORE) Tool is a succinct, fifteen-question organizational assessment tool. The CORE Tool assesses organizational readiness for evaluation and learning on three dimensions: Culture/Learning Environment; Organizational Leadership; and Resources, Systems, Structures, and Process. Author: Johanna Morariu, Ehren Reed, and Kathy Brennan Type: Tipsheets & Paper Tools Date: Mar 8, 2011 Point K Pick Be the first to review this resource! Download (115.62 KB) -
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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Characteristics of An Effective Stakeholder Participatory Process Creating opportunities for diverse stakeholders to engage in meaningful dialogue is often challenging. Stakeholders have different reasons for participating and have varying knowledge about the topics under discussion. A lack of trust in or understanding of the process and each other can also hinder participatory practices. The characteristics listed in this resource page show how to address these challenges and ensure and effective participatory process.
Author: Abinader Group Type: Websites & Online Tools Date: Jan 1, 2013 Be the first to review this resource! Download (575.86 KB) -
Coalition Assessment: Approaches for Measuring Capacity and Impact Why assess coalition capacity? How should a coalition be assessed? How can coalition assessment data be analyzed and used?
Author: Veena Pankaj, Kat Athanasiades, and Ann Emery Type: Research & Reports Date: Feb 4, 2014 Point K Pick Be the first to review this resource! Download (768.05 KB) -
Community Action Resources for Inuit, Métis and First Nations: Evaluating This kit is a self-help tool for Aboriginal people who want to get a community development project off the ground. The series of six manuals contains information, tips, examples and ready-to-use charts that you can copy and use for yourself or to train others in your community. It is intended to be user-friendly, emphasizing questions such as what, why, when and how to accomplish the different steps of a community development project.
Author: Health Canada Type: Websites & Online Tools Date: May 7, 2007
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Community Development Evaluation Storymap This interactive resource offers concise explanations and real-world applications of capacity assessment, performance measurement, and outcome evaluation approaches, along with information about recommended tools and resources for each process. Author: NeighborWorks® America Type: Websites & Online Tools Date: Jun 28, 2006 Be the first to review this resource! Download (6.01 MB) -
Creative Ways to Solicit Youth Input: A Hands-On Guide for Youth Practitioners To understand how our programs are doing, improve the quality of those programs and report to funders and other stakeholders, we collect information from a variety of sources: staff, parents, and the youth themselves. This manual provides ideas for other, creative ways to get input from youth.
Part One outlines a process you can use to plan your evaluation questions. Next, we present some key ideas to consider when implementing your evaluation, analyzing the results and reporting them.
Author: Public Profit Type: Workbooks & Guides Date: May 1, 2012
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CT Health Foundation - Findings from a 10-Year Evaluation of a Health Leadership Fellows Program In late 2014 the Connecticut Health Foundation (CT Health) commissioned an in-depth evaluation of its Health Leadership Fellows Program (HLFP). This signature program had been running for a decade and it was time to determine its impact and effectiveness.As a learning organization, CT Health believed it was important to undergo this important process.Author: Johanna Morariu & Katherine Haugh Type: Presentation Slides Date: Jul 1, 2015 Be the first to review this resource! Download (700.01 KB) -
Dabbling in the Data: A Hands-On Guide to Participatory Data Analysis Many quality improvement trainings either ignore data interpretations or offer limited guidance about how to dig into the data. This means that whoever speaks up first sets the agenda for the group—hardly a rigorous or fruitful process. Educators and children and youth professionals are increasingly interested in utilizing data to support continuous quality improvement, but few resources are available to help practitioners know what to do.Author: Public Profit Type: Research & Reports Date: Jan 1, 2014 Be the first to review this resource! Download (1.3 MB)