Browse Research and Publications 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 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 Measuring Advocacy and Policy This guide provides some perspective on where the field of philanthropy has been with regard to evaluation of advocacy and policy and also acknowledges the unique issues and challenges associated with measuring these efforts. In addition, this guide serves as an invitation to grantmakers to engage in and expand thinking about evaluation as it relates to advocacy and policy efforts. As seriously as many grantmakers take their investments in this area, foundations should also take seriously the need to advance evaluation of advocacy and policy work.
Author: Prepared for Annie E. Casey Foundation Research by Organizational Research Services Type: Research & Reports Date: Jan 1, 2007 Be the first to review this resource! Download (255.04 KB) -
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 Evaluating Systems Change in a Human Services System Context This Guide is for evaluators who would like a practical “way in” to thinking about systems and systemschange. The key practical step the Guide takes is to limit the type of system to be evaluated to aparticular type of system (a type that systems change initiatives often target): a human servicesdelivery system (e.g. health, education, workforce development, etc.).Author: Nancy Latham Type: Research & Reports Date: Jan 1, 2015 Be the first to review this resource! Download (1.03 MB) -
A User's Guide to Advocacy Evaluation Planning Julia Coffman of Harvard Family Research Project produced this free guide to advocacy evaluation planning for advocates, evaluators, and funders. The guide introduces users to the composite logic model and includes a pullout worksheet along with several lists of sample advocacy evaluation outcomes and methods. Author: Julia Coffman Type: Workbooks & Guides Date: Sep 1, 2009 Point K Pick
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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 Evaluation Advances Framing Paper This framing paper provides the rationale, goals, and background information for the Advocacy Evaluation Advances convening held in Los Angeles on January 20-21, 2009. Produced prior to the convening, the paper offers an overview of topics to be discussed and current advocacy evaluation practice, illustrated with real-life examples drawn from the convening agenda.
Author: The California Endowment Type: Research & Reports Date: Jan 20, 2009 Be the first to review this resource! Download (314.5 KB) -
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 Evaluation Update (Issue #4, September 2008) The fourth issue of Innovation Network's Advocacy Evaluation Update includes the following:
1) New publications from Innovation Network and The Atlantic Philanthropies;
2) a scan of available advocacy evaluation trainings (fifteen organizations included); and
3) AEA 2008 schedule, including sessions hosted by the Advocacy and Policy Change Topical Interest Group (TIG).
Author: Innovation Network Type: Newsletters & Periodicals Date: Sep 30, 2008
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Advocacy Evaluation Update (Issue #5, February 2009) The fifth edition of Innovation Network's Advocacy Evaluation Update (AEU) newsletter includes the following:
1. News from the Advocacy Evaluation Advances convening in California;
2. Advocacy evaluation session summaries from the American Evaluation Association (AEA) annual meeting;
3. AEA 2009 call for sessions; and
4. News on the upcoming Foundation Review issue on advocacy and policy change.
Author: Innovation Network Type: Newsletters & Periodicals Date: Feb 1, 2009 Be the first to review this resource! Download (350.84 KB) -
Advocacy Evaluation Update (Issue #6, June 2009) The sixth issue of Innovation Network's Advocacy Evaluation Update (AEU) newsletter includes the following:
1. Four new resources on advocacy evaluation;
2. Highlights from Impact Evaluation Conference in Cairo;
3. Blogs about advocacy evaluation; and
4. Upcoming advocacy evaluation events.
Author: Innovation Network Type: Newsletters & Periodicals Date: Jun 30, 2009 Be the first to review this resource! Download (198.2 KB) -
Advocacy Evaluation Update (Issue #7, October 2009) The seventh issue of Advocacy Evaluation Update (AEU) newsletter was the first produced as part of the strategic partnership between Innovation Network and the Center for Evaluation Innovation. It was also the first edited by Julia Coffman, an experienced evaluator and the Center's Director.
1. Feature: Good in Theory, But Does It Work in Practice? By Simon Starling, Oxfam Great Britain
2. Profiles from the Field: The Philip R. Lee Institute for Health Policy Studies at the University of California San Francisco
Author: The Center for Evaluation Innovation; Innovation Network Type: Newsletters & Periodicals Date: Oct 28, 2009 Be the first to review this resource! Download (491.56 KB) -
Advocacy Evaluation Update (Issue #8, January 2010) In this issue:
1. Feature: Rhonda Schlangen discusses advocacy evaluation lessons learned in Nigeria and Kenya.
2. Spotlight: System Mapping in Advocacy Planning and Evaluation
3. Profile: Center for Evaluation Innovation
4. Editor's Picks: Two new resources from Cause Communications and Keystone Accountability.
This issue was produced with support from The California Endowment and The Atlantic Philanthropies.Author: The Center for Evaluation Innovation; Innovation Network, Inc. Type: Newsletters & Periodicals Date: Jan 14, 2010 Point K Pick Be the first to review this resource! Download (266.75 KB) -
AEA Presentation: "Community Organizing Evaluation: Crossing the Next Frontier" Sue Hoechstetter of Alliance for Justice presented the following slides at the American Evaluation Association 2008 conference. The presentation provides a brief overview of "community organizing evaluation" and recent efforts to produce a collection of resources ("RECO") on the topic. Author: Hoechstetter, Sue Type: Presentation Slides Date: Nov 1, 2008 Be the first to review this resource! Download (1.05 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 Advocate’s Perspective: Ten Considerations for Effective Advocacy Evaluation Ted Lempert, president of the Oakland, California-based advocacy and research organization Children Now, provides his ten considerations for effective advocacy evaluation. Lempert presented this document at the Advocacy Evaluation Advances convening in Los Angeles in January, 2009.
Do you agree with these ten considerations? Should something be added to this list? Please use the comment section below to contribute to the discussion.
Author: Lempert, Ted Type: Tipsheets & Paper Tools Date: Jan 20, 2009 Be the first to review this resource! Download (66.81 KB) -
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) -
Are We There Yet? A Communications Evaluation Guide Produced by Asibey Consulting for The Communications Network, this report was created for philanthropic organizations and nonprofits seeking to evaluate and improve their communications. The authors conducted surveys and interviews to examine current practices in communications evaluation. This document includes several worksheets to help readers take action on the report's recommendations. Author: Asibey Consulting and The Communications Network Type: Research & Reports Date: Jan 1, 2008
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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)