Browse Funders Resources
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Evaluation Handbook This 116-page .pdf handbook, written for evaluation novices, provides a framework for thinking about evaluation as a relevant and useful program tool. Author: W.K. Kellogg Foundation Type: Workbooks & Guides Date: Jan 1, 1998 Be the first to review this resource! Download (354.1 KB) -
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 of PEPFAR Through the President’s Emergency Plan for AIDS Relief (PEPFAR), the United States has provided an unprecedented level of health and development assistance and health diplomacy around the world.
Author: Institute of Medicine of the National Academies Type: Research & Reports Date: Feb 1, 2013 Be the first to review this resource! Download (761.22 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) -
Evaluation: Finding a Common Ground [Slides] While common frameworks and approaches for evaluation have been developed across multiple fields, regional associations for grantmakers have, for the most part, been left out of this dialogue.The purpose of this session is to highlight the common threads that distinguish regional associations from other organizational genres in the social sector. Regional associations promote effectiveness in philanthropy by providing grantmakers with opportunities to engage with others, share ideas, and generate best practices that support both the individual and collective impact of philanthropy.
Author: Veena Pankaj and Ann K. Emery Type: Presentation Slides Date: Jul 30, 2013 Be the first to review this resource! Web Link -
Failing to learn and learning to fail (intelligently): How great organizations put failure to work to improve and innovate The paper provides insight into what makes learning from failure so difficult to put into practice. The authors address the question of why organizations fail to learn from failure. They identify pernicious barriers embedded in both technical and social systems that make collective learning processes unusual in organizations, and present recommendations for what managers can do to overcome these barriers.
Author: Mark D. Cannon and Amy C. Edmondson Type: Research & Reports Date: Feb 5, 2004 Be the first to review this resource! Download (388.5 KB) -
From Insight to Action: New Directions in Foundation Evaluation This report highlights emerging approaches to evaluation in the field of philanthropy that increase the effectiveness of both foundations and their grantees. Author: FSG Social Impact Advisors Type: Research & Reports Date: Apr 1, 2007 Be the first to review this resource! Download (3.67 MB) -
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) -
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) -
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) -
Global Program Advocacy Grants: What Do They Tell Us About Evaluating Advocacy? Oxfam America (OA) funds a number of grants that explicitly aim to carry out advocacy work. Looking at thirty grant proposals (ten each from Southern Africa, Southeast Asia, and Central and South America), the author explores the variety of advocacy targets, tactics, expected outcomes, and proposed monitoring and evaluation methodologies. The report concludes with four broad implications about institutional vs. individual impact, diversity of strategies, classification of outcomes, and capacity issues. Author: Ng, Sandra N.W. Type: Research & Reports Date: Oct 1, 2000 Be the first to review this resource! Download (314.91 KB) -
Guidance Note #1: Introduction to Impact Evaluation This is the first guidance note in a four-part series of notes related to impact evaluation developed by InterAction with financial support from the Rockefeller Foundation.This first guidance note, Introduction to Impact Evaluation, provides an overview of impact evaluation, explaining how impact evaluation differs from – and complements – other types of evaluation, why impact evaluation should be done, when and by whom.
Author: Patricia J. Rogers Type: Workbooks & Guides Date: Mar 12, 2012 Be the first to review this resource! Download (1.68 MB) -
Guidance Note #2: Linking Monitoring and Evaluation to Impact Evaluation This is the second guidance note in a four-part series of notes related to impact evaluation developed by InterAction with financial support from the Rockefeller Foundation. This second guidance note, Linking Monitoring and Evaluation to Impact Evaluation, illustrates the relationship between routine M&E and impact evaluation – in particular, how both monitoring and evaluation activities can support meaningful and valid impact evaluation.
Author: Burt Perrin Type: Workbooks & Guides Date: Apr 16, 2012 Be the first to review this resource! Download (1.24 MB) -
Guidance Note #4: Use of Impact Evaluation Results This is the fourth guidance note in a four-part series of notes related to impact evaluation developed by InterAction with financial support from the Rockefeller Foundation.This fourth guidance note, Use of Impact Evaluation Results, highlights three themes crucial for effective utilization of evaluation results.
Author: David Bonbright Type: Research & Reports Date: Nov 7, 2012 Be the first to review this resource! Download (1.84 MB) -
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 -
Guidelines for Evaluating Non-Profit Communications Efforts The Communications Consortium Media Center has been engaged in its Media Evaluation Project since 2002, providing a review of current communications evaluation in the nonprofit world and the social science of communications strategies. The project produced four working papers by experts from the Berkeley Media Studies Group, Harvard Family Research Project and Michigan State University. These papers served as the research base for "Guidelines for Evaluating Non-Profit Communications Efforts." This working paper summarizes the project's findings and offers guidelines for the eva Author: Communications Consortium Media Center Type: Research & Reports Date: Apr 1, 2004 Be the first to review this resource! Download (113.86 KB) -
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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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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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) -
IdeaEncore.com Knowledge sharing, made simple. Since you're reading this, you are obviously aware of Point K's free online resources. IdeaEncore takes a similar knowledge sharing concept and runs with it. Its goal is "nothing short of worldwide, sector-wide sharing of all kinds and types of nonprofit information, knowledge, activities and ideas."
Author: IdeaEncore Network Type: Websites & Online Tools Date: Jul 19, 2010 Point K Pick Be the first to review this resource! Web Link -
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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Indicators for Programming in Human Rights and Democratic Development: A Preliminary Study This paper is the result of a preliminary study on using indicators to track progress in human rights and democratic development efforts. The paper briefly outlines the experience of development organizations in measuring results in political development. It then examines some of the methodological issues relating to performance indicators, generally, and human rights and democratic development programming indicators, in particular. Author: Kapoor, Ilan Type: Research & Reports Date: Jul 1, 1996 Be the first to review this resource! Download (112.62 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) -
Internal vs. External Evaluation Few resources exist that thoroughly and accurately describe when to choose an internal and/or an external evaluator to conduct an evaluation. This one-page resource provides a helpful, concise comparison between internal and external evaluators
Author: UNICEF Type: Tipsheets & Paper Tools Date: May 3, 2005 Point K Pick Be the first to review this resource! Web Link