Browse Planning Resources
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NGO and Grassroots Policy Influence: What is Success? This paper begins with background on methodology, objectives, and the importance of policy influence to NGOs and grassroots organizations. Subsequent sections examine concepts related to successful policy work such as civil society and social capital; present an overview of the Filipino political and social context; describe five Filipino case studies; draw some key lessons and insights from those studies regarding success factors and makes comparisons; discuss trade-offs and dilemmas; and summarize important findings. Author: Miller, Valerie Type: Research & Reports Date: Jan 1, 1994 Be the first to review this resource! Download (89.92 KB) -
Nonprofit Rating Systems In the past few years efforts to use common measures to assess and compare nonprofit performance seem to have multiplied. Interest in comparing nonprofit performance is in a dramatic upswing, and new/different sets of common measures seem to emerge frequently. Some sets of measures have been developed for niche fields, while others seek to compare across the entire sector. As evaluators, we should be aware of these efforts and aware of their possible implications. Author: Johanna Morariu and Debra Natenshon Type: Opinion (blog, editorial) Date: Sep 24, 2010 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) -
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 -
Orientações da Catholic Relief Services (CRS) para desenvolver matrizes lógicas e estruturas de resultados Visão geral
Este documento sintetiza as orientações da Catholic Relief Services (CRS) para desenvolver matrizes lógicas e estruturas de resultados.Author: Carlisle J. Levine Type: Workbooks & Guides Date: Jan 31, 2007 Be the first to review this resource! Download (207.59 KB) -
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) -
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) -
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 Analysis: Expanding Stakeholder Involvement in Evaluation Veena Pankaj and Myia Welsh described Innovation Network's participatory approach to evaluation, highlighting how stakeholders can be involved in the analysis and interpretation of data. They also shared tips from Innovation Network's white paper titled "Participatory Analysis: Expanding Stakeholder Involvement in Evaluation." Author: Veena Pankaj and Myia Welsh Type: Opinion (blog, editorial) Date: Jun 6, 2011
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Performance Management and Evaluation: Two Sides of the Same Coin (Presentation slides) Performance management and evaluation-what's the difference? With an increasing emphasis on measurement and impact, service providers and their funders are pushing for increasingly sophisticated evaluation approaches such as experimental and quasi-experimental designs. However, experimental methods are rarely appropriate, feasible, or cost-effective for the majority of organizations and service providers. Author: Isaac Castillo, Ann K. Emery Type: Presentation Slides Date: Oct 16, 2013 Point K Pick Be the first to review this resource! Download (1.42 MB) -
Performance Monitoring Framework for Conservation Advocacy, A This report was written in response to the New Zealand Department of Conservation’s environmental advocacy work. It "sets out a framework for monitoring the effectiveness of conservation advocacy programmes in increasing public awareness about, and involvement in, conservation." The report offers advocacy monitoring and evaluation guidelines applicable beyond the environmental advocacy field. Author: James, Bev Type: Research & Reports Date: Mar 1, 2001 Be the first to review this resource! Download (229.7 KB) -
Philanthropic Freedom: A Pilot Study Hudson Institute’s Center for Global Prosperity (CGP) is pleased to announce the publication of Philanthropic Freedom: A Pilot Study, the first time that the ease of giving has been fully measured and compared across 13 countries. The pilot study and each of the detailed country reports can be downloaded for free from www.Hudson.org/PhilanthropicFreedom.
Author: Hudson Institute Center for Global Prosperity Type: Research & Reports Date: Mar 28, 2013 Be the first to review this resource! Download (1.31 MB) -
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 -
Program Development and Evaluation This site provides a comprehensive set of resources on planning and implementing an evaluation. Some of their tools require a free login. Author: University of Wisconsin - Extension Type: Websites & Online Tools Date: Jan 18, 2008 Be the first to review this resource! Web Link -
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) -
Program Evaluation: Assessing and Measuring Your Program’s Performance Innovation Network's slideshow (from a presentation to the 2007 Nonprofit Technology Conference in Washington, D.C.) about the importance of planning for effective program evaluation, using our online tools, and leveraging online communities for knowledge-sharing. (1.15 MB .pdf file; may take some time to download.) Author: Innovation Network, Inc. Type: Presentation Slides Date: Jan 18, 2008 Be the first to review this resource! Download (1.15 MB) -
Proofiness: The Dark Arts of Mathematical Deception and the Evaluation Profession Johanna Morariu describes how she explains the merit and appropriateness of qualitative designs when helping individuals and organizations design and evaluation approach or when presenting qualitative findings. Author: Johanna Morariu Type: Opinion (blog, editorial) Date: Jan 18, 2012 Be the first to review this resource! Web Link -
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) -
Pros and Cons of Evaluation A solid two-page overview of why foundations should get involved with evaluation presented in a straightforward Pro vs. Con fashion. Author: Janet Carter Type: Opinion (blog, editorial) Date: Jan 1, 2003 Be the first to review this resource! Download (57.57 KB) -
Public Will Building: What it Means and How to Evaluate It [Handout] Strategic Partner Julia Coffman (of the Center for Evaluation Innovation) and Innovation Network Director Ehren Reed led a discussion on Public Will Building for The Connecticut Health Foundation's Leadership Fellows. Author: Julia Coffman and Ehren Reed Type: Research & Reports Date: Dec 14, 2011 Be the first to review this resource! Web Link -
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) -
Readiness for Evaluation and Learning: Assessing Grantmaker and Grantee Capacity When undertaking a new organizational or program approach to evaluation, begin with questions of readiness. What is the existing EVALUATION PRACTICE of my organization or program? What is the existing EVALUATION CAPACITY of my organization or program? Author: Johanna Morariu, Innovation Network, Inc. Type: Research & Reports Date: Apr 1, 2012 Point K Pick Be the first to review this resource! Download (375.25 KB) -
Remarks made at the Environmental Evaluators’ Network Forum: NAVIGATING EVALUATIVE COMPLEXITY IN THE AGE OF OBAMA The author draws on her vast evaluation experience, especially in federal evaluation, to confront issues of complexity in evaluation. She offers the idea of using comprehensive checklists, and supplies her own example.
An exerpt:
Author: Eleanor Chelimsky Type: Opinion (blog, editorial) Date: Jun 8, 2010 Point K Pick Be the first to review this resource! Download (81.2 KB) -
Report from "Planning, Assessing and Learning from Advocacy Workshop" This report summarizes a 4-day workshop help in Accra, Ghana, in April 2006. The workshop was a collaboration between INTRAC and ActionAid. INTRAC was seeking to understand M&E as practiced on the ground as part of its preparation for an international conference, and ActionAid was motivated by a desire to present findings from three years of the Action Research Project and give participants a forum to express themselves. Author: INTRAC Type: Research & Reports Date: Apr 30, 2006 Be the first to review this resource! Download (47.11 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)