Browse Strategic Planning/Business Planning Resources
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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) -
Funder Collaboratives: Why and How Funders Work Together When it comes to funder collaboratives, is the whole truly greater than the sum of its parts? Can foundations make a bigger impact with grant dollars by working together than by going it alone? Yes, grantmakers say, as long as members define their goals, set clear operational guidelines, and work from the start to make the collaborative function well for grantees. In this guide, contributors share strategies for structuring a collaborative to fit its purpose, building strong relationships and resolving conflicts, and figuring out if the collaborative you're in is working. Author: Grantcraft Type: Research & Reports Date: Jan 1, 2010 Be the first to review this resource! Download (306.83 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 -
Guidance Note #3: Introduction to Mixed Methods in Impact Evaluation Mixed methods (MM) evaluations seek to integrate social science disciplines with predominantly quantitative (QUANT) and predominantly qualitative (QUAL) approaches to theory, data collection, data analysis and interpretation. The purpose is to strengthen the reliability of data, validity of the findings and recommendations, and to broaden and deepen our understanding of the processes through which program outcomes and impacts are achieved, and how these are affected by the context within which the program is implemented.
Author: Michael Bamberger Type: Workbooks & Guides Date: Sep 5, 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) -
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 -
Guiding Principles for Advocacy Grantmaking As more funders turn to advocacy and policy change strategies, they want to know what works. Instead of starting from scratch, people want to know what approaches and principles show promise. In the past year alone, four helpful resources were written to advise funders on issues related to advocacy and evaluation. These four complementary resources have been synthesized and streamlined to provide a holistic reference for what makes an effective advocacy funder. Author: Johanna Morariu, M.A. Type: Workbooks & Guides Date: Sep 14, 2010 Point K Pick
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Immunization Advocacy Goals Civil society has now rallied around a new Immunization Advocacy Goals framework, presenting a menu of advocacy options to improve access to vaccines around the world.
The framework’s five goals unite civil society – from implementers in Afghanistan, to research and development advocates in Australia – under shared goals that provide an intellectual underpinning for local, regional, and global advocacy on immunizations.Author: GAVI Alliance Civil Society Constituency Type: Workbooks & Guides Date: Dec 1, 2012
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Introduction to Before and After Action Reviews (BARs and AARs) The Before and After Action Review is a simple, straightforward set of questions to ask before and after an important piece of work — whether it is preparing for a meeting, engaging with board members or launching into a new initiative.Author: Fourth Quadrant Partners, LLC Type: Workbooks & Guides Date: Sep 16, 2020
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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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Key Questions for Developing Your Objectives Advocacy Institute offers four questions that advocates or organizations should ask themselves before developing strategic objectives:
- Who are we?
- What is the problem?
- What is our vision of change?
- What objectives--or piece of our vision--are we focusing on?
Author: Advocacy Institute Type: Websites & Online Tools Date: Jan 1, 2004 Be the first to review this resource! Web Link -
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 -
Learn Foundation Law The legal staff at the Packard Foundation, Gates Foundation, Hewlett Foundation and Moore Foundation developed this free, first-of-its-kind resource, which covers the basic legal rules around what staff are allowed to fund and engage in at a private foundation. It takes less than an hour to complete and features “Maya,” a new program officer that leads participants through the course. Participants can also return to the training at any time for a refresher and click on the individual modules to refer back to specific topics.
Author: Legal staff at the Packard Foundation, Gates Foundation, Hewlett Foundation, and Moore Foundation Type: Websites & Online Tools Date: Jan 1, 2010 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 -
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) -
Measuring Impact in Practice: A Case Study of The Humane Society of the United States The Humane Society of the United States (The HSUS) is the nation’s largest animal protection organization. Just like all nonprofits, The HSUS is accountable—to the thousands of animals it helps or protects each year, and to the thousands of individual, corporate, and foundation donors who enable The HSUS to fulfill its mission of celebrating animals and confronting cruelty.
Author: Beth Rosen Cohen Type: Research & Reports Date: Aug 1, 2010 Be the first to review this resource! Download (97.59 KB) -
MEASURING SOCIAL CAPITAL: AN EXPLORATION IN COMMUNITY– RESEARCH PARTNERSHIP Large numbers of social policy initiatives and community organizations are currently engaged in “community building” efforts that seek, in part, to strengthen informal relationships and the organizational infrastructure of communities and to build the capacity of communities to manage and foster community change. One critical requirement for improving such practice is for communities to have greater access and capacity to use information for planning, advocacy, and assessment. Author: Robert J. Chaskin, Robert M. Goerge, Ada Skyles, and Shannon Guiltinan Type: Newsletters & Periodicals Date: Oct 1, 2006 Be the first to review this resource! Download (308.28 KB) -
Nonprofit Genie Nonprofit Genie is a searchable collection of online resources operated by CompassPoint Nonprofit Services. Topics include:
Author: CompassPoint Nonprofit Services Type: Websites & Online Tools Date: Jan 18, 2008 Be the first to review this resource! Web Link -
NPower Network NPower's website offers resources on many different aspects of technology planning. The site features:
- Guides (on topics including business continuity and disaster recovery, technology literacy benchmarks, and program-area specific technology guides for nonprofit leaders);
- Links; and
- Tools, including TechAtlas (a technology planning tool), a Total Cost of Ownership Calculator, and a Return on Investment Calculator.
Author: NPower Network Type: Websites & Online Tools Date: Jan 18, 2008 Be the first to review this resource! Web Link -
Objectifs de plaidoyer en faveur de l’accès à l’immunisation Le Groupement de la société civile partenaire de GAVI a identifié cinq objectifs comme éléments essentiels du plaidoyer en faveur d’un meilleur accès à l’immunisation au niveau national. En tant que communauté, nous comptons structurer notre plaidoyer autour de ces priorités et encourager d’autres acteurs, instances nationales et défenseurs mondiaux à les utiliser. Bien que notre groupe partage ces objectifs, il va de soi que chacune des organisations et communautés qui le composent pourra emprunter d’autres voies pour les atteindre.
Author: GAVI Alliance Civil Society Constituency Type: Workbooks & Guides Date: Jul 16, 2012 Be the first to review this resource! Download (1.54 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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Orientation to Theory of Change Organizational Research Services produced this document to introduce its clients to Theory of Change and the "Layer Cake" model. Author: Organizational Research Services Type: Tipsheets & Paper Tools Date: Jan 1, 2008 Be the first to review this resource! Download (110.1 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)