Browse planning guide Resources
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Funder Discussion Guide: Advocacy, Politics & Philanthropy In funding advocacy, foundations sometimes confront questions such as What’s a promising strategic focus?, How to integrate grassroots and grasstops advocacy?, or How to empower advocates in planning and funding decisions? Over the course of a 10-year effort to comprehensively reform the U.S. immigration system, Atlantic faced similar choices.Author: Johanna Morariu, Kat Athanasiades, Veena Pankaj Type: Research & Reports Date: Mar 31, 2016 Point K Pick Be the first to review this resource! Download (684.33 KB) -
Funder Discussion Guide: Advocacy, Politics & Philanthropy In funding advocacy, foundations sometimes confront questions such as What’s a promising strategic focus?, How to integrate grassroots and grasstops advocacy?, orAuthor: Innovation Network and Atlantic Philanthropies
Type: Workbooks & Guides Date: Mar 1, 2016 Be the first to review this resource! Download (684.33 KB) -
General Guidelines for Conducting Interviews Carter McNamara's guidelines for conducting interviews, part of his Free Management Library and drawn from his book Field Guide to Consulting and Organizational Development. Author: McNamara, Carter Type: Websites & Online Tools Date: May 1, 2006 Be the first to review this resource! Web Link -
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 -
Guidance for designing, monitoring and evaluating peacebuilding projects using theories of change Achieving peace is a lengthy, complex process that involves many actors and interventions, some of whom work toward peace, while others promote the continuation of conflict. Conventional development models do not typically contemplate working with stakeholders for whom recourse to violence is the norm. Opportunities for peacebuilding evolve with shifting conflict dynamics. In peacebuilding, one step forward is often followed by steps backward. This guide seeks to help practitioners address these challenges.
Author: Heidi Ober, Carlisle Levine, Cheyanne Church Type: Workbooks & Guides Date: Jun 2, 2012 Be the first to review this resource! Download (550.2 KB) -
Guide to Monitoring and Evaluating policy influence Author: Harry Jones Type: Workbooks & Guides Date: Feb 23, 2011 Be the first to review this resource! Download (171.99 KB) -
Guide to Strategic Planning The strategic planning section of Carter McNamara's Free Management Library covers the following topics:
- Recommended Approach
- Benefits;
- When Should Strategic Planning Be Done?
- Overviews
- Preparation for Strategic Planning
- Strategic Analysis
- Setting Strategic Direction
- Action Planning
- Writing and Communicating the Plan; and
- Monitoring, Evaluating and Deviating from the Plan.
Author: McNamara, Carter (ed.) Type: Websites & Online Tools Date: Jan 18, 2008 Be the first to review this resource! Web Link -
How to Perform Evaluations and Evaluation Reports This Guide was prepared to assist evaluators faced with the task of preparing evaluation reports. A focus is brought to:
1) identifying what CIDA expects from evaluation reports,2) instilling a results–based approach to their preparation, and
3) enhancing the value–added of the final product.
Author: Canadian International Development Agency Type: Workbooks & Guides Date: Jan 1, 2002 Be the first to review this resource! Download (234.54 KB) -
Integrating Evaluative Capacity Into Organizational Practice: A Guide for Nonprofit & Philanthropic Organizations & Their Stakeh This publication, Integrating Evaluative Capacity into Organizational Practice, was developed in response to the continuing need expressed by nonprofit trainees to further assess and operationalize evaluative thinking. It extends information first provided in 2006 in a series of short, electronic articles called Evaluative Thinking Bulletins. The guidebook is intended to
answer the following questions:Author: Anita Baker and Beth Bruner Type: Workbooks & Guides Date: Jun 1, 2012 Be the first to review this resource! Download (1.87 MB) -
Introduction to Program Evaluation This course is designed for people new to the field of program evaluation and is based on CDC’s Framework for Program Evaluation.
Program evaluation is an essential component of all TB control programs. Evaluation enables us to improve and enhance our programs and
better meet our goals for TB elimination. It provides evidence to make good decisions about a program or an initiative and also helps us be accountable to funders – including the CDC, other agencies and organizations.Author: Anne Powers, PhD Type: Presentation Slides Date: Nov 14, 2005 Be the first to review this resource! Web Link -
Introduction to Program Evaluation for Public Health Programs: A Self-Study Guide This document is a “how to” guide for planning and implementing evaluation activities. The manual is based on CDC’s Framework for Program Evaluation in Public Health, and is intended to assist state, local, and community managers and staff of public health programs in planning, designing, implementing, and using the results of comprehensive evaluations in a practical way. Author: Centers for Disease Control and Prevention Type: Workbooks & Guides Date: Jan 1, 2005
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Logic Model Development Guide A clear and concise discussion of the use of logic models and their importance for program and evaluation planning. Author: W.K. Kellogg Foundation Type: Workbooks & Guides Date: Jan 1, 2004
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Movement Building Indicators This tool supports organizations in their strategic thinking around planning and assessing movement building work. It rejects the notion that there is a one-size-fits-all approach to assessing change strategies, and pays attention to the processes that need to be put in place and the contributions of groups who are working deeply rather than at a scale of mass mobilization.
Four key areas of movement building are addressed:
- Policy Change
- Leadership Development
- Communications
- Relationship Building.Author: Maria Nakae, Moira Cowman, and Eveline Shen Type: Tipsheets & Paper Tools Date: Dec 31, 2009 Be the first to review this resource! Download (10.59 MB) -
Organizational Capacity Checklist This is a brief list of questions to help guide thinking about organizational development. It is intended for use with the Advocacy Institute's other tools such as the "Identify an Issue's Life Cycle Stage" checklist, q.v. Author: Advocacy Institute Type: Tipsheets & Paper Tools Date: Jan 1, 2004
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Outcomes Based Evaluations Using the Logic Model A training program guide about logic models and evaluation. Though developed by the Substance Abuse and Mental Health Services Administration, the concepts and advice in the guide are applicable to programmatic areas outside health and mental health. Author: Center for Substance Abuse Prevention Type: Workbooks & Guides Date: Mar 1, 2002 Be the first to review this resource! Download (866.13 KB) -
Program Evaluation Guide A general introduction to Evaluation, this guide walks the reader through the process of answering the following seven basic questions
1. What do we want to evaluate?
2. What is the purpose of the evaluation?
3. What type of evaluation do we want to use?
4. What information do we need to answer our questions?
5. How do we get the information?
6. How will we analyze the information?
7. How will we use and share the results?Author: Katie Cangemi and Maggie Litgen Type: Workbooks & Guides Date: Dec 31, 2011 Be the first to review this resource! Download (195.46 KB) -
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) -
Rapid Evaluation The purpose of this guide is to introduce the basic concepts and methods used in rapid evaluations (REs), and to demonstrate how this approach can be applied to the various stages of program development and implementation.
It covers inportant terms/definition, when to use REs, advantages and disadvantages of REs, the five elements of an RE, and provides additional reading resources.
Author: The International Training and Education Center for Health (I-TECH) Type: Workbooks & Guides Date: Jan 1, 2008 Be the first to review this resource! Download (272.44 KB) -
Report: "Ten Considerations for Advocacy Evaluation Planning: Lessons Learned from KIDS COUNT Grantee Experiences" The Annie E. Casey Foundation and Organizational Research Services, Inc. detail 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. Author: Organizational Research Services Type: Research & Reports Date: Jan 1, 2009 Be the first to review this resource! Download (289.93 KB) -
SWOT Analysis: Strengths, Weaknesses, Opportunities, and Threats The Community Tool Box is a service of the Work Group for Community Health and Development at the University of Kansas. Their SWOT Guide is comprehensive, user friendly and a great resource for any evaluator within the public health or community development field.
Author: The Community Tool Box Type: Websites & Online Tools Date: Jan 1, 2014 Be the first to review this resource! Web Link -
Taking Stock: A Practical Guide to Evaluating Your Own Programs A manual from Horizon Research providing an overview of program evaluation. Author: Bond, Sally L., et al. Type: Workbooks & Guides Date: Jun 1, 1997 Be the first to review this resource! Download (241.82 KB) -
The Community Builder’s Approach to Theory of Change: A Practical Guide to Theory Development The Community Builder’s Approach to Theory of Change is a practical guide about theory of change development, and includes a toolbox of examples. Author: Andrea A. Anderson, Ph.D. Type: Workbooks & Guides Date: Jan 1, 2000 Be the first to review this resource! Download (532.38 KB) -
The Metrics Café: A Guide to Bring Funders and Grantees to the Table The Metrics Café from MIT's D-Lab offers a user-friendly, light-hearted take on understanding how metrics can be selected by funders and grantees. The guide likens metrics selection to meal formats, offering case examples and tips on when and how to use the four approaches:
Author: Laura Budzyna Type: Workbooks & Guides Date: Apr 1, 2017 Point K Pick Be the first to review this resource! Download (395.22 KB) -
The ‘Most Significant Change’ Technique This 104-page guide discusses the "Most Significant Change" ("MSC") technique and its use in advocacy evaluation. The technique involves collecting stories from program participants, reviewing stories and choosing the "most significant," sharing those stories, and discussing their value and impact. The guide states that "When the technique is implemented successfully, whole teams of people begin to focus their attention on program impact." Author: Davies, Rick and Dart, Jess Type: Workbooks & Guides Date: Apr 1, 2005 Be the first to review this resource! Download (1.2 MB) -
Transactions Transformations Translations: Metrics That Matter for Building, Scaling, and Funding Social Movements Metrics can help organizations articulate where they are going, what road they are taking, and what they expect to find along the way. They can help groups strike the right balance in the trade-offs above, allocating time and energy to be maximally effective. They can serve as a guide and tool for lifting up lessons for the field and for funders.
Author: Manuel Pastor, Jennifer Ito, Rachel Rosner Type: Research & Reports Date: Oct 1, 2011
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