Browse Research & Reports Resources
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State of Evaluation 2012: Evaluation Practice and Capacity in the Nonprofit Sector The State of Evaluation 2012 report marks the second time Innovation Network has surveyed the U.S. nonprofit field to learn about evaluation practices and capacities! To learn more about the project, visit www.stateofevaluation.org. Author: Johanna Morariu, Katherine Athanasiades, and Ann K. Emery of Innovation Network, Inc. Type: Research & Reports Date: Oct 1, 2012 Point K Pick Be the first to review this resource! Download (2.63 MB) -
State of Evaluation in Colorado's Non-Profit Sector This report presents findings and recommendations from a research project to understand the state of evaluation in Colorado’s nonprofit sector. Adopting a national survey conducted by the Innovation Network, a Washington DCbased nonprofit evaluation, research and consulting firm, in addition to a set of in-depth interviews, the following study examined: 1. The role of evaluation in nonprofit organizations in Colorado; 2. The challenges to implementing evaluation practices; and 3. Recommendations to support or enhance evaluation practices Author: Phillip Chung and Melanie Tran Type: Research & Reports Date: Aug 31, 2015 Be the first to review this resource! Download (2.38 MB) -
Strategic Communications Audits This Issue Brief, a Working Brief from the Communication Consortium Media Center's Media Evaluation Project, explains how a nonprofit organization can conduct an analysis of its communications efforts in the areas of Strategy, Implementation, and Support and Alignment. The Issue Brief can also be used as a tool, as it includes a table relating Essential Strategic Communications Practices and their corresponding Quality Criteria/Standards. Additionally, there is an organizational "Practice Maturity Scale" to assist a nonprofit in determining its level of communications expertise. Author: Coffman, Julia Type: Research & Reports Date: Oct 1, 2004
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Strategy Development: Key Questions for Developing an Advocacy Strategy In this strategy discussion publication, the author clarifies the difference between tactics and strategies, and offers nine questions that are part of an effective strategy:
- OBJECTIVES: What do you want?
- AUDIENCES: Who can give it to you?
- MESSAGE: What do they need to hear?
- MESSENGERS: Who do they need to hear it from?
- RESOURCES: What have we got?
- GAPS: What do we need to develop?
- FIRST EFFORTS: How do we begin?
- EVALUATION: How do we tell if it's working?
Author: Shultz, Jim Type: Research & Reports Date: Jan 1, 2004 Be the first to review this resource! Web Link -
Strengthening Anti-Hunger Advocacy in California: Evaluation of the California Nutrition Initiative 1998-2001 MAZON launched the California Nutrition Initiative (CNI) in 1998. The CNI’s purpose was "to improve the nutritional health and well-being of low-income Californians by strengthening the capacity of the state’s non-profit and anti-hunger network." This evaluation report on the projects first four years identifies strategies that could be used to replicate MAZON's successes, including network development and awareness-building. Author: Leventhal/Kline Management Inc. Type: Research & Reports Date: Jun 1, 2003 Be the first to review this resource! Download (1.32 MB) -
Strengthening Nonprofit Capacity Capacity building enables nonprofit leaders and organizations to develop the skills and resources they need to improve their work. Since each situation is unique and circumstances are always changing, effective capacity-building support is tailored to best suit the needs of grantees. This publication offers practical guidance and considerations to help grantmakers design an impactful approach. Author: Grantmakers for Effective Organizations Type: Research & Reports Date: Feb 19, 2015 Be the first to review this resource! Web Link -
Summary of Expert Interview Findings for Evaluating Policy and Advocacy Organizational Effectiveness This report summarizes TCC’s recent interview findings with selected policy advocacy experts (such as funders, researchers, consultants and practitioners) as well as a literature review of recent research. Drawing from its own work in organizational development and organizational effectiveness, TCC probed experts around four capacities TCC has found to be central to organizational effectiveness (leadership, adaptive, management and technical). The primary purpose of the research was to understand how the framework applies specifically to effective advocacy organizations. Author: TCC Group Type: Research & Reports Date: Jun 28, 2006
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Supporting Civic Advocacy: Strategic approaches for donor-supported civic advocacy programs This 59-page draft document is "a reflection of USAID’s experience in advocacy. Compiled in consultation with the top advocacy trainers, it distills the best practices and lessons learned in advocacy programming." In the advocacy evaluation section, the publication offers long term performance measures, a discussion of levels of change, and appropriate performance indicators. Author: USAID, Office of Democracy and Governance Type: Research & Reports Date: Dec 7, 2001 Be the first to review this resource! Download (59.67 KB) -
The Advocacy Strategy Framework This brief offers a simple one-page tool for thinking about the theories of change that underlie public policy advocacy strategies.
It first presents the tool and then offers six questions that advocates, and funders working with advocates, can work through to better articulate their theories of change. The tool—labeled the advocacy strategy framework—has several advantages over more familiar linear box-and-arrow theory-of-change tools:
Author: Julia Coffman and Tanya Beer Type: Research & Reports Date: Mar 1, 2015 Be the first to review this resource! Download (365.89 KB) -
The Advocate's Evaluation Toolkit Evaluation is a powerful tool for learning, improving strategy, and making the case to funders for why advocacy work is critical to the issues they care about. Advocacy evaluation is a specific variant on evaluation, with a set of tools, processes, and approaches that are as adaptable as advocacy itself and help to define why advocacy matters.
Author: Spark Policy Institute Type: Research & Reports Date: Dec 31, 2014 Be the first to review this resource! Web Link -
The Challenge of Assessing Policy and Advocacy Activities The paper is designed to outline an approach to policy change evaluation grounded in the experience of experts and foundation colleagues. (See Appendix A for the research methodology.) This paper first posits three key priorities in evaluating policy change work, drawn from interviews with grantees and staff from The California Endowment on their needs concerning policy change evaluation. It also discusses the challenges inherent in monitoring and assessing these types of grants.
Author: Commissioned by The California Endowment. Researched and Written by Blueprint Research and Design, Inc. Type: Research & Reports Date: Oct 1, 2005 Be the first to review this resource! Download (2.84 MB) -
The Challenge of Assessing Policy and Advocacy Activities Part II After "The Challenge of Assessing Policy and Advocacy Activities" was published, the California Endowment Fund vetted the report findings and determined how to implement its recommendaions by convening a small group of foundation staff, grantees, and evaluators to engage in a series of discussions on the main themes of the report.
Author: Researched and written by Blueprint Research & Design, Inc. Type: Research & Reports Date: Oct 1, 2006 Be the first to review this resource! Download (1.51 MB) -
The Challenge of Assessing Policy and Advocacy Activities: Part II - Moving from Theory to Practice This report synthesizes the results of a series of discussions that were a response to Blueprint's October 2005 report, "The Challenge of Assessing Policy and Advocacy Activities: Strategies for a Prospective Evaluation Approach" (q.v.) The discussions centered on three key themes of the 2005 publication:
- developing a theory of change,
- defining benchmarks and indicators and collecting data, and
- using findings.
This report is organized into two broad sections:
Author: Blueprint Research & Design Type: Research & Reports Date: Oct 1, 2006
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The Colorado Trust's Advocacy Funding Strategy: Lessons Learned for Funders of Advocacy Efforts In an effort to help advance the field of advocacy and public policy funding, The Colorado Trust published this evaluation report as a joint effort between funder and evaluator, describing where they saw success, where they saw failure, and lessons learned along the way.
Author: Nancy Csuti & Ehren Reed Type: Research & Reports Date: May 1, 2012 Be the first to review this resource! Download (576.26 KB) -
The Grantmaker’s Role in Theory of Change Innovation Network developed these three introductory evaluation documents as part of Building Nonprofit Capacity to Evaluate, Learn, and Grow Impact, a workshop we presented in partnership with Grantmakers for Effective Organizations' Scaling What Works initiative. Author: Johanna Morariu, Innovation Network, Inc. Type: Research & Reports Date: Apr 1, 2012 Point K Pick Be the first to review this resource! Download (419.72 KB) -
The Impact of Research Evidence as an Advocacy Tool in Housing Trust Fund Campaigns: Lessons Learned from Three Case Studies This research initiative was undertaken by the Housing Trust Fund Project of the Center for Community Change, with support from the John D. and Catherine T. MacArthur Foundation, to demonstrate the impact of evidence—in this case, research that connects the availability of safe adequate homes to family health, educational opportunities, and supportive environments—on the success of campaigns to advance housing trust funds.
Author: Center for Community Change (CCC) Type: Research & Reports Date: Feb 1, 2013 Be the first to review this resource! Download (637.9 KB) -
The Urban Institute Series on Outcome Management for Nonprofit Organizations The Urban Institute Series on Outcome Management for Nonprofit Organizations contains easy to read, practical guides for looking at outcomes for nonprofit programs. The series includes:
Author: Various Type: Research & Reports Date: Dec 4, 2009 Point K Pick
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THEORY OF CHANGE FOR FUNDERS: PLANNING TO MAKE A DIFFERENCE This report talks through three different types of theories of change, each relating to one type of funder impact:
Author: Angela Kail, Dawn Plimmer Type: Research & Reports Date: Dec 1, 2014
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Toolkit for Progressive Policymakers in Developing Countries Over the last decade the UK government has been promoting the concept of "evidence-based policy" (EBP). We are constantly asked by our partners in the South about what is happening in the UK regarding EBP and what can they learn from the UK experience. The aim of this toolkit is to identify lessons and approaches from EBP in the UK which may be valuable for developing countries. The approaches and tools presented are based on the assumption that the reader is a progressive policymaker in a developing country, and one who is interested in utilising EBP. Author: Sophie Sutcliffe and Julius Court Type: Research & Reports Date: Jan 1, 2006 Be the first to review this resource! Download (394.44 KB) -
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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Unique Methods in Advocacy Evaluation This brief describes four new methods developed to respond to advocacy’s unique measurement challenges:
- Bellwether Methodology
- Policymaker Ratings
- Intense Period Debriefs
- System Mapping
It was authored by Ehren Reed of Innovation Network and Julia Coffman, an evaluation consultant, with the support of The California Endowment. They first presented this brief at the Advocacy Evaluation Advances convening in Los Angeles, CA in January, 2009.
Author: Coffman, Julia; Reed, Ehren Type: Research & Reports Date: Jan 1, 2009
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Using Case Studies to do Program Evaluation This guide will help evaluators assess whether to use a case study evaluation approach and how to do a case study. Author: Edith D. Balbach Type: Research & Reports Date: Dec 31, 1999 Be the first to review this resource! Download (79.49 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 -
Using Survey Research to Evaluate Communications Campaigns This is the second Working Brief from the Communication Consortium Media Center's Media Evaluation Project. The authors seek to provide advice to nonprofit organizations that may consider using survey research to evaluate the effectiveness of a communications campagin. The Working Brief outlines the questions a nonprofit needs to ask in the design stages of a communications campaign to maximize the benefit of a survey effort. Author: Belden Russonello & Stewart Type: Research & Reports Date: Nov 1, 2004 Be the first to review this resource! Download (140.12 KB) -
Utilization Focused Evaluation Checklist Utilization-Focused Evaluation begins with the premise that evaluations should be judged by their utility and actual use; therefore, evaluators should facilitate the evaluation process and design any evaluation with careful consideration of how everything that is done, from beginning to end, will affect use. Use concerns how real people in the real world apply evaluation findings and experience and learn from the evaluation process. The checklist is based on Essentials of Utilization-Focused Evaluation (Patton, 2012, Sage Publications). Author: Michael Quinn Patton Type: Research & Reports Date: Jan 1, 2013 Be the first to review this resource! Download (595.48 KB)