Browse Organizational Learning and Evaluation Resources
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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 -
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) -
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) -
Dataviz! Or, How to Win at Communication and Influence People (Resources Handout) Are you intrigued by data and information visualization—dataviz—and how it could improve your communication strategy? Are you interested in the range of dataviz options, but unsure which is right for you? Or are you maybe even drowning in data and looking for someone to throw you a life-saving suggestion for tools to transform your data into a message?
Author: Johanna Morariu Type: Tipsheets & Paper Tools Date: May 17, 2013 Point K Pick Be the first to review this resource! Download (510.3 KB) -
Evaluation as a Tool for Creating and Leading a Results-Based Learning Culture [Slides] Johanna Morariu and Will Fenn discussed effective evaluation initiatives, highlighting useful tools such as those available from Innovation Network’s Point K at the Emerging Practitioners in Philanthropy 2013 National Conference in Chicago, IL. Author: Johanna Morariu and Will Fenn Type: Presentation Slides Date: Apr 5, 2013 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 for Strategic Learning: Readiness and Results This brief explores organizational preparedness and situational suitability for evaluation that supports strategic learning. It also explores how to understand if this type of evaluation is working. The brief is based on literature review, expert interviews, and the author’s own experiences. Short case examples at the end bring the ideas and concepts to life. Author: Center for Evaluation Innovation Type: Research & Reports Date: Mar 1, 2014 Be the first to review this resource! Download (165.16 KB) -
Evaluation Principles and Practices: An Internal Working Paper The purpose of this document is to advance the Foundation’s existing work so that our evaluation practices become more consistent across the organization. We hope to create more common understanding of our philosophy, purpose, and expectations regarding evaluation as well as clarify staff roles and available support. With more consistency and shared understanding, we expect less wheel re-creation across program areas, greater learning from each other’s efforts, and faster progress in designing meaningful evaluations and applying the results.
Author: Fay Twersky & Karen Lindblom Type: Research & Reports Date: Jan 22, 2013 Be the first to review this resource! Download (1.42 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) -
Grantcraft: Evaluation Technique Series To help grantmakers understand some newer evaluative approaches and weigh their advantages, GrantCraft has developing a collection of briefing notes. Each note explains the basics of one technique and answers some common questions about its use. A mini-case, based on one grantmaker’s experiences, is featured in each guide. Additional literature about the topic is also provided.
Participatory Action Research - Involving "All The Players" in Evaluation and Change
Author: Grantcraft Type: Workbooks & Guides Date: Jan 1, 2011 Be the first to review this resource! Web Link -
How Can We Help Out Grantees Strengthen Their Capacity for Evaluation? There is a widespread and growing recognition in the nonprofit sector about the importance of evaluation--not only for measuring impact, but also for improving programs and better serving communities. While grantmakers generally see evaluation as necessary, most are not yet investing enough resources in this area. In 2014, nearly three quarters of nonprofits reported that their funders "rarely or never" fund impact measurement costs.
Author: Grantmakers for Effective Organizations (GEO) Type: Research & Reports Date: Aug 1, 2015 Be the first to review this resource! Download (728.72 KB) -
ILAC Brief 16: "Contribution analysis: An approach to exploring cause and effect" In this brief from Biodiversity International's Institutional Learning and Change Initiative (ILAC), John Mayne discusses the steps involved in contribution analysis (including the development of a theory of change), an evaluation approach that may be useful when others are not practical. More specifically, Mayne provides an example of an evaluation capacity building project for agricultural research organizations. Author: Mayne, John Type: Newsletters & Periodicals Date: May 1, 2008 Be the first to review this resource! Download (129.56 KB) -
LearnPhilanthropy LearnPhilanthropy's Knowledge Library is a resource for people who are new to grantmaking or those seeking new ideas and tools to improve their grantmaking practice. Here you will find essential learning and new research on a range of common issues and key challenges in philanthropy. Working with leading organizations across the field, LearnPhilanthropy regularly updates this centralized library with reports, tools, and other resources. Author: LearnPhilanthropy Type: Websites & Online Tools Date: Sep 23, 2014 Point K Pick Be the first to review this resource! Web Link -
Monitoring, Evaluation and Learning (MEL) in NGO Advocacy: Findings from Comparative Policy Advocacy MEL Review Project “For organizations committed to social change, advocacy often figures as a crucial strategic element. How to assess effectiveness in advocacy is, therefore, important. The usefulness of Monitoring, Evaluation and Learning (MEL) in advocacy are subject to much current debate.
Author: Oxfam America Type: Websites & Online Tools Date: Feb 1, 2013 Be the first to review this resource! Download (1.89 MB) -
ProPack III - The CRS Project Package: A Guide to Creating a SMILER M&E System The approach to M&E described in this guide is called SMILER. It is a comprehensive and practical approach to developing a project monitoring system that incorporates processes for learning based on robust evidence. It has been written for CRS project managers, technical, and M&E staff to guide their work with partners and communities by describing how to develop an M&E system in which data are systematically collected, reported and used to make project decisions.
Author: Susan Hahn, Guy Sharrock Type: Workbooks & Guides Date: Jun 15, 2010 Be the first to review this resource! Download (1.18 MB) -
Readiness for Evaluation and Learning: Assessing Grantmaker and Grantee Capacity When undertaking a new organizational or program approach to evaluation, begin with questions of readiness. What is the existing EVALUATION PRACTICE of my organization or program? What is the existing EVALUATION CAPACITY of my organization or program? Author: Johanna Morariu, Innovation Network, Inc. Type: Research & Reports Date: Apr 1, 2012 Point K Pick Be the first to review this resource! Download (375.25 KB) -
Seeing the Forest (Beyond the Trees): Learning Across the Experiences of Seven Advocacy Evaluators [Slides] Advocacy and policy change evaluation continues to evolve and mature--from a fledgling field a few years ago to the flourishing field of today. Evaluators are advancing as well, developing an increasingly robust collective understanding about what works for advocacy evaluation. In this session a diverse group of seven advocacy evaluators explored and synthesized observations drawn from an array of real-world experiences. Panelists spoke to targeted questions, weaving in their wealth of experience and examples. Author: Johanna Morariu, Jara Dean-Coffey, Tom Kelly, Claire Hutchings, David Devlin Foltz, Robin Kane, Jared Raynor, Anne Gienapp, Type: Presentation Slides Date: Oct 19, 2013 Be the first to review this resource! Web Link -
State of Evaluation in the Social Sector Measurement, evaluation, and learning are hotter than ever in the social sector. Foundations and nonprofits are focused on answering the question What difference are we making? And the field of evaluation has advanced in promising ways, developing meaningful evaluation approaches to better fit the latest philanthropic and nonprofit strategies. Author: Johanna Morariu and Will Fenn Type: Templates & Samples Date: Mar 21, 2013 Be the first to review this resource! Web Link -
Theory of Change: A Practical Tool for Action, Results and Learning Every community needs a roadmap for change. A theory of change (TOC) outlines how to create that change. It is an essential part of a successful community transformation effort. This manual, created for the Casey Foundation's Making Connections initiative, defines theory of change using Casey's impact, influence and leverage platform, and shows community advocates how to create their own TOC by showing the relationships between outcomes, assumptions, strategies and results.
Author: Annie E. Casey Foundation and Organizational Research Services (ORS) Type: Workbooks & Guides Date: Jun 4, 2004 Be the first to review this resource! Download (369.64 KB) -
Using Evaluation to Become an Effective Learning Organization Philanthropists have an obligation to learn. The best way to make smarter philanthropic investments over time—and get better results from those investments—is to generate good information about what’s working, what’s not working, and why. And evaluation is key in this process.
Author: Grantmakers for Effective Organizations and PhilanthroFiles Type: Research & Reports Date: Sep 24, 2014 Be the first to review this resource! Web Link -
Vision to Practice: Setting a New Course for Early Childhood Governance During the past decade, the federal, state, and local governments, along with early childhood experts and advocates, have been giving increasing attention to reducing the fragmentation, uneven quality, and inequity that characterize early childhood programs and services. A constant thread hroughout this work is the proposition that governance is an essential ingredient for building a system that can bolster all the important elements necessary for children's healthy development and learning.
Author: Stacie Goffin, Jana Martella, and Julia Coffman Type: Research & Reports Date: Jan 31, 2011 Be the first to review this resource! Download (245.55 KB)