Browse Strategic Planning/Business Planning 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) -
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) -
Advocacy Capacity Tool (ACT) Report: First 100 User Groups (Executive Summary) In September 2013, Alliance for Justice’s Bolder Advocacy Initiative released a report offering a glimpse into how nonprofit organizations view their capacity for public policy work. The report is based on data from the first 100 groups to complete AFJ’s online self-assessment tool, the Advocacy Capacity Tool.Author: Alliance for Justice Type: Research & Reports Date: Sep 1, 2013 Be the first to review this resource! Download (703.04 KB) -
Advocacy Guide: InterAction's Eight Steps to Strategic Advocacy This short guide gives an overview of eight steps of a strategic advocacy campaign. These eight steps align with the eight sections in InterAction's Advocacy Toolkit (q.v.).
The steps are:- Pick Your Issue
- Setting Goals
- Lay of the Land
- Identify Your Targets
- Communications
- Tactics and Timeline
- Resource Management, and
- Evaluation.
Author: InterAction Type: Workbooks & Guides Date: Jan 1, 2006
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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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Alliance for Justice Advocacy Capacity Tool 2013: Public Aggregate Report In September 2013, Alliance for Justice’s Bolder Advocacy Initiative released a report offering a glimpse into how nonprofit organizations view their capacity for public policy work. The report is based on data from the first 100 groups to complete AFJ’s online self-assessment tool, the Advocacy Capacity Tool.Author: UW-Stout Applied Research Center Type: Research & Reports Date: Sep 1, 2013 Be the first to review this resource! Download (1.76 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: An Introduction to Theory of Change In this article from The Evaluation Exchange, Andrea Anderson, a research associate at the Aspen Institute Roundtable on Community Change, shares an introduction to theory of change and steps for creating a theory of change. Author: Erin Harris, HFRP Type: Newsletters & Periodicals Date: Nov 4, 2009 Be the first to review this resource! Web Link -
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 Capacity for Community Change Efforts: Learnings From an Adaptive Initiative [Slides] Should community change efforts be focused on funding coalitions or funding a flexible group of community leaders? The Kansas Health Foundation has embraced a four-pronged community change model that targets community leaders as key agents of change within each of their funded communities. Innovation Network, the evaluation partner for the Kansas Health Foundation's Healthy Communities Initiative, developed and deployed an assessment tool designed to contribute to the assessment of leadership capacity in effecting community change. Author: Kat Athanasiades, Veena Pankaj, and Deanna Van Hersh Type: Presentation Slides Date: Oct 17, 2013 Be the first to review this resource! Web Link -
Best Practices for Advocacy The ACTION Project, a group of partners in seven countries that advocate for tuberculosis control, produced this document to highlight lessons learned from its advocacy successes. Note: This is not an evaluation focused publication, but elements of it (e.g., Chapter 2) do relate to evaluation. Author: ACTION: Advocacy to Control Tuberculosis Internationally Type: Workbooks & Guides Date: Nov 1, 2007
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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 -
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) -
Capaciteria Capaciteria is a community site for nonprofit capacity building. A free membership gives you access to a broad collection of capacity-building resources (over 3400 links!). The site encourages rating of resources and forum discussions, but it looks like those features aren't being fully used. Still, there's a lot of knowledge here. Author: Internaut Consulting Type: Websites & Online Tools Date: Jan 18, 2008
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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) -
Coalition Assessment: Case Study and Frequently Asked Questions [Slides] We shared information about our Coalition Assessment Tool with an organization in Washington, DC. We discussed the tool's development, which involved an extensive literature review, vetting, and pilot testing over a 10-month period. We also shared the seven sections of the tool and how these sections can be modified and adapted for different coalitions. Author: Veena Pankaj, Kat Athanasiades, Johanna Morariu, and Ann K. Emery Type: Presentation Slides Date: Sep 11, 2013 Be the first to review this resource! Web Link -
Collective Impact Large-scale social change requires broad cross-sector coordination, yet the social sector remains focused on the isolated intervention of individual organizations.
Author: Kania J, Kramer M. - Stanford Social Innovation Review Type: Research & Reports Date: Dec 1, 2011 Be the first to review this resource! Web Link -
Common Results Catalog The Common Outcomes Catalog is a resource developed by GuideStar to support organizations to select and use metrics. Hundreds of example metrics are provided, and are organized by three general categories (Advocacy-Policy, Intermediary Organizations, and Other) and eight issue-area categories (Animals, Arts and Culture, Economic Development, Education, Environment, Health and Wellness, Human Services, and Philanthropy). Author: GuideStar Type: Workbooks & Guides Date: Apr 1, 2016 Point K Pick Be the first to review this resource! Download (194.31 KB) -
Create a "Culture of Evaluation" In the June 20, 2007 issue the e-newsletter "Nonprofit Tools You Can Use" from the Fieldstone Alliance, Vince Hyman introduces an excerpt from the book Information Gold Mine: Innovative Uses of Evaluation by Paul Mattessich, et al. This excerpt discusses how a "culture of evaluation" is an important factor in increasing the likelihood an organization will be willing to change based on the results of an evaluation. The authors also offer some insights and advice on how organizations can promote this type of culture. Author: Vince Hyman (Field Stone Alliance); Paul Mattessich, et al. Type: Newsletters & Periodicals Date: Jun 20, 2007 Be the first to review this resource! Web Link -
Evaluating Foundation-Supported Capacity Building: Lessons Learned This study of lessons learned from evaluations of philanthropic capacitybuilding programs used a national database of 473 programs, and a survey and interviews with 87 funders (82 foundations or foundation collaboratives, and five foundation-supported intermediaries) to answer two questions:
(1) How do foundations that support nonprofit capacity building evaluate their grantmaking and direct service activities?
(2) What lessons can be learned from valuation, both to improve these programs and justify the investments made in them?
Author: Thomas E. Backer, Jane Ellen Bleeg & Kathryn Groves Type: Research & Reports Date: Jan 1, 2010 Be the first to review this resource! Download (152.27 KB) -
Evaluating System Change: A Planning Guide This methods brief provides guidance on planning effective evaluations of system change interventions. It begins with a general overview of systems theory and then outlines a three-part process for designing system change evaluations. This three-part process aligns (1) the dynamics of the targeted system or situation, (2) the dynamics of the system change intervention, and (3) the intended purpose(s) and methods of the evaluation.
Author: Margaret B. Hargreaves Type: Research & Reports Date: Apr 1, 2010 Be the first to review this resource! Download (1.63 MB) -
Evaluation Capacity Building: Examples and Lessons from the Field 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 Be the first to review this resource! Web Link -
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) -
Evaluation Concepts Mindmap The Evaluation Concepts Mindmap is a visual showing different considerations in evaluation, such as assessment types, evaluation cycle, and data collection, and the components of those considerations. This is a useful tool for evaluation planning, as well as for gaining a broad perspective of what is important in the field of evaluation—all on one page. Author: Johanna Morariu, Innovation Network Type: Tipsheets & Paper Tools Date: Mar 28, 2013 Point K Pick
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Evaluation Resource Guide This listing and description of resources has been developed to help Department staff evaluate and monitor the performance of Department programs. It also is intended to be useful for county staff and other service providers. Resources in the Guide range from evaluation manuals providing basic information to books with detailed information on specific topics such as logic models, data analysis or sampling. Also included are resources on identifying effective programs/best practices, evaluation standards, and contracting for evaluation.
Author: Wisconsin Department of Health Services (DHS) Type: Workbooks & Guides Date: May 1, 2010 Be the first to review this resource! Download (223.14 KB)