Browse data collection tools Resources
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Evaluation Needs Assessment The Evaluation Needs Assessment was created for use with a grantee cohort of twelve organizations, which received grant support and capacity building services for a period of three years.Directions: Share the tool in advance of an in-person meeting to allow for preparation. Meet to discuss an organization’s existing evaluation practice and goals for improvement. Seek mutual agreement of the evaluation capacity provider and grantee regarding how to apply evaluation technical assistance.Author: Johanna Morariu Type: Tipsheets & Paper Tools Date: Apr 25, 2011 Be the first to review this resource! Download (215.84 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) -
Free Resources for Program Evaluation and Social Research Methods This page lists FREE resources for program evaluation and social research methods. The focus is on "how-to" do evaluation research and the methods used: surveys, focus groups, sampling, interviews, and other methods. Most of these links are to resources that can be read over the web. A few, like the GAO books, are for books that can be sent away for, for free (if you live in the US), as well as read over the web. Author: Gene Shackman Type: Websites & Online Tools Date: Nov 22, 2007 Be the first to review this resource! Web Link -
From Expert to Advocate! Tools for Evidence-Based Advocacy In Your Community You are a powerful force in your community. As a service provider and/or community leader you see clearly where more progress can be made. How can you build the evidence base to change policies and increase resources to save more lives?
To get started, here are a few tools to assess gaps in service delivery and resource allocation, while increasing community and citizen ownership. These tools are just a sample of how to build your evidence base for effective advocacy. The process of developing your evidence base with your community can be as important as the end product.Author: ACTION: Advocacy to Control Tuberculosis Internationally Type: Tipsheets & Paper Tools Date: Jan 1, 2012 Be the first to review this resource! Download (684.46 KB) -
Gender and Poverty Project: Gender Analysis Tools Gender Analysis is a tool for examining the differences between the roles that women and men play, the different levels of power they hold, their differing needs, constraints and opportunities, and the impact of these differences on their lives.
This three-part Gender Analysis toolkit contains the following sections:
- Definitions
- Part I: The Basics
- Part II: Taking Steps to Do Gender Analysis in Our Communities
- Part III: Gender Analysis Tools
Author: Toby Goldberg Leong, Catherine Lang, and Marina Biasutti Type: Workbooks & Guides Date: Jan 1, 2005 Be the first to review this resource! Download (484.32 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 -
Getting Real About Real-Time Evaluation Evaluators Clare Nolan and Fontane Lo give a short introduction to Real-Time Evaluation (RTE) from a theoretical and practical standpoint. Additional issues covered in this article include:
- How is RTE different from traditional evaluation?
- Is a real-time evaluation right for me?
- What if my funder wants a traditional evaluation?
Author: Clare Nolan and Fontane Lo Type: Tipsheets & Paper Tools Date: Mar 29, 2012 Be the first to review this resource! Web Link -
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) -
Handbook Of Data Collection Tools: Companion To “A Guide To Measuring Advocacy And Policy” This handbook of tools is a companion to ORS' "A Guide To Measuring Advocacy and Policy" (q.v.) The data collection tools included in the handbook have been used in real-world evaluation efforts, and are applicable to six outcomes areas:
- Shifts in Social Norms
- Strengthened Organizational Capacity
- Strengthened Alliances
- Strengthened Base of Support
- Improved Policies; and
- Changes in Impact.
Author: Reisman, Jane et al. Type: Workbooks & Guides Date: Apr 30, 2007
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Hints for Designing Effective Questionnaires This digest offers tips on designing quality questionnaires. Some of the more prevalent problems in questionnaire development are identified and suggestions of ways to avoid them are offered. Author: Frary, Robert B. Type: Workbooks & Guides Date: Jan 1, 1996 Be the first to review this resource! Web Link -
Intense Period Debrief Protocol The Intense Period Debrief is a data collection instrument for advocacy campaigns. It was developed in connection with Innovation Network's work with the Coalition for Comprehensive Immigration Reform to capture the intense activity surrounding a policy window. This instrument complements other methodologies, filling gaps in information-gathering that can occur with other types of data collection instruments. Author: Innovation Network, Inc. Type: Tipsheets & Paper Tools Date: Feb 1, 2007 Be the first to review this resource! Download (136.31 KB) -
Keystone's Feedback App This free and easy web-based tool from Keystone Accountability is a simple way of getting anonymous feedback from your partners on what they really think about your work. The application starts by asking you to choose from a standard list of questions, such as "How strongly would you recommend [your organization] to a colleague or friend?" Answers are on a scale of 1 to 10 or open-ended. You can also add questions. Next, you provide a list of respondents to receive the short survey. Keystone keeps data anonymous and confidential. Author: Keystone Accountability Type: Websites & Online Tools Date: Oct 31, 2009 Point K Pick Be the first to review this resource! Web Link -
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 -
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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Looking Through the Right End of the Telescope An evolving dialogue has emerged over the past few years between advocates, evaluation professionals, and funders concerned with evaluating advocacy. An earlier focus on questions regarding whether it is possible to evaluate advocacy has given rise more recently to a concern with producing innovations aimed at responding to the real and perceived unique challenges to evaluating advocacy.
Author: Jim Coe & Rhonda Schlangen Type: Research & Reports Date: Jun 1, 2011 Be the first to review this resource! Download (102.56 KB) -
Lori Wingate and Daniela Schroeter on Introducing the Evaluation Questions Checklist for Program Evaluation - See more at: http: A checklist for identifying criteras for creating effective and appropriate evaluation questions. Author: Lori Wingate and Daniela Schroeter Type: Tipsheets & Paper Tools Date: Jan 16, 2016 Be the first to review this resource! Web Link -
My M & E (Monitoring and Evaluation) My M&E is an interactive WEB 2.0 platform to share knowledge on country-led Monitoring and Evaluation systems worldwide. In addition to being a learning resource, My M&E facilitates the strengthening of a global community, while identifying good practices and lessons learned about program monitoring and evaluation in general, and on country-led M&E systems in particular. Author: UNICEF and others Type: Websites & Online Tools Date: Jan 1, 2010 Be the first to review this resource! Web Link -
Network Analysis and Mapping with Gephi and Node XL Johanna Morariu shares two extremely useful network analysis and mapping tools: Gephi and NodeXL. She describes how she uses NodeXL for collecting, organizing, and analyzing network data and Gephi for attractively presenting sociograms or network maps. Author: Johanna Morariu Type: Opinion (blog, editorial) Date: Feb 21, 2012 Be the first to review this resource! Web Link -
OpenCourseWare at the Johns Hopkins Bloomberg School of Public Health This free site provides content from some of the most popular courses at the Johns Hopkins Bloomberg School of Public Health. Search for "evaluation" and you'll find course topics such as "Fundamentals of Program Evaluation." Note: This site provides materials, not for-credit courses or interaction with JHSPH faculty. Author: Johns Hopkins Bloomberg School of Public Health Type: Websites & Online Tools Date: Dec 1, 2009 Point K Pick Be the first to review this resource! Web Link -
Out-of-School Time Program Research and Evaluation Database This is a rich source for promising practices and evaluation reports on a huge variety of out-of-school programs. Author: Harvard Family Research Project Type: Websites & Online Tools Date: Aug 1, 2007 Point K Pick Be the first to review this resource! Web Link -
Outcomes-Based Planning and Evaluation Course This resource is an online course about Outcomes Based Planning and Evaluation ("OBPE"). It is designed for museum professionals and librarians. Modules include:
- Introduction: An introduction to OBPE, including program examples, OBPE benefits, and a list of resources
- Plan: Planning an OBPE approach to your program, including assessing audience needs, defining your solution and your own definitions of success, considering other stakeholders, and articulating your program's purpose
Author: Elizabeth Kryder-Reid, Helen J. Schwartz, Annette Lamb, et al. Type: Websites & Online Tools Date: Jan 1, 2006 Point K Pick Be the first to review this resource! Web Link -
Participatory Asset Mapping Toolkit Healthy City supports communities in identifying, organizing, and sharing its collective voice with decision makers at the local and state levels. Through their Community Research Lab, Healthy City share best practices and methods for Community-Based Organizations (CBOs) interested in supporting their strategies with research that combines community knowledge with Healthy City technologies. Toward this aim, they have developed the Community Research Lab Toolbox. The toolbox presents research concepts, methods, and tools through topical guides and toolkits. Author: Healthy City Type: Tipsheets & Paper Tools Date: Apr 8, 2012
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Picturing Your Data is Better Than 1000 Numbers: Data Visualization Techniques for Social Change Are you intrigued by infographics and how they could improve your communication strategy? Are you interested in what it takes for an organization to systematically use data? Or are you maybe even drowning in data and looking for someone to throw you a life-saving suggestion for software and other tools? Johanna Morariu, Beth Kanter, and Brian Kennedy presented a panel on data and information visualization at the 2012 Nonprofit Tech Conference. This video is a recording of the panel.
Author: Johanna Morariu Type: Presentation Slides Date: Be the first to review this resource! Web Link -
Portfolio Evaluation vs. Grant Evaluation In this webinar Johanna Morariu and Ehren Reed discuss four levels of evaluation: grant-level, portfolio-level, foundation-level, and issue-level. The presentation addresses the pros and cons of these four levels of evaluation, and when one level may be more appropriate than another. Also included are considerations for right-sizing your evaluation approach—design, data collection, analysis, and reporting differences between grant and portfolio evaluations.Author: Johanna Morariu and Ehren Reed Type: Websites & Online Tools Date: Feb 22, 2012 Be the first to review this resource! Web Link