Browse evaluation planning Resources
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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 -
Putting the system back into systems change: A framework for understanding and changing organizational and community systems This paper provides one framework—grounded in systems thinking and change literatures—for understanding and identifying the fundamental system parts and interdependencies that can help to explain system functioning and leverage systems change. The proposed framework highlights the importance of attending to both the deep and apparent structures within a system as well as the interactions and interdependencies among these system parts. Author: Pennie G. Foster-Fishman, Branda Nowell, Huilan Yang Type: Research & Reports Date: May 18, 2007 Be the first to review this resource! Download (381.29 KB) -
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) -
Report: "What Makes an Effective Advocacy Organization? A Framework for Determining Advocacy Capacity" TCC Group's Jared Raynor, Peter York and Shao-Chee Sim authored "What Makes an Effective Advocacy Organization? A Framework for Determining Advocacy Capacity" based on TCC's evaluation of a cohort of advocacy groups funded by The California Endowment. Author: TCC Group Type: Research & Reports Date: Jan 1, 2009 Be the first to review this resource! Download (5.81 MB) -
Sample Outcomes Chain Outcomes can't all be attained at the same time, and some outcomes rely on the earlier achievement of others. Advocacy evaluation presents unique conceptual challenges to developing an outcomes chain. This outcomes chain contains short-term, intermediate, and long-term outcomes for both policy and infrastructure, as related to a fictional advocacy campaign. Author: Innovation Network, Inc. Type: Tipsheets & Paper Tools Date: Nov 23, 2005
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Sample Size Calculator This online sample size calculator can help you rapidly estimate how large your sample needs to be to compensate for different margins of error and confidence levels. Free and easy to use, the page also includes good introductory information on how to apply the resource. Author: Raosoft Type: Websites & Online Tools Date: Jan 1, 2004 Be the first to review this resource! Web Link -
Seeing the Forest (Beyond the Trees): Learning Across the Experiences of Seven Advocacy Evaluators [Slides] Advocacy and policy change evaluation continues to evolve and mature--from a fledgling field a few years ago to the flourishing field of today. Evaluators are advancing as well, developing an increasingly robust collective understanding about what works for advocacy evaluation. In this session a diverse group of seven advocacy evaluators explored and synthesized observations drawn from an array of real-world experiences. Panelists spoke to targeted questions, weaving in their wealth of experience and examples. Author: Johanna Morariu, Jara Dean-Coffey, Tom Kelly, Claire Hutchings, David Devlin Foltz, Robin Kane, Jared Raynor, Anne Gienapp, Type: Presentation Slides Date: Oct 19, 2013 Be the first to review this resource! Web Link -
Simplifying Complex Initiative Evaluation In this article, the author highlights two major lessons learned from theory-of-change and cluster evaluation about how to evaluate complex initiatives: articulation of a theory of change, and using the theory of change as a basis for evaluation planning. In addition, the author shares tips on how she applied the lessons to meet her evaluation challenges. Author: Coffman, Julia Type: Newsletters & Periodicals Date: Jun 1, 1999 Be the first to review this resource! Web Link -
Smart Chart 3.0 Spitfire Strategies produced Smart Chart (now in version 3.0) as "a tool to help nonprofits make smart communications choices." This free online tool is built around a chart with five "strategic decision sections":
Author: Spitfire Strategies Type: Websites & Online Tools Date: Feb 1, 2004
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Social Movements and Philanthropy: How Foundations Can Support Movement Building Building on research conducted for the California Endowment, this article describes five core movement-building elements and provides a framework for activities that foundations can support to foster movement building. Movement building presents unique challenges to foundations. Because movements, by definition, must be driven by the people who are most affected, foundations cannot determine the goals and timetables of a movement. Foundation investments in movements are just that – investments for the long term. Author: Barbara Masters, M.A., and Torie Osborn, M.B.A. Type: Newsletters & Periodicals Date: Oct 2, 2010 Be the first to review this resource! Download (326.55 KB) -
Social Research Update: Photo-Interviewing for Research Rosalind Hurthworth offers insight into multiple uses of photography in evaluation. Author: Hurworth, Rosalind Type: Research & Reports Date: Mar 1, 2003 Be the first to review this resource! Download (156.06 KB) -
Sourcebook for Evaluating Global and Regional Partnership Programs: Indicative Principles and Standards The purpose of the indicative principles and standards contained in this Sourcebook is to help improve the independence and quality of program-level evaluations of GRPPs in order to enhance the relevance and effectiveness of the programs. The principal audiences for the Soucebook are the governing bodies and management units of GRPPs, as well as professional evaluators involved in the evaluation of these programs. Author: Independent Evaluation Group (IEG) Type: Workbooks & Guides Date: Jan 1, 2007 Be the first to review this resource! Download (833.37 KB) -
State of Evaluation - Russian translation The Project: Nonprofits hear a lot of talk about evaluation these days—metrics and measurements, indicators and impact, efficiency and effectiveness. Everyone, from donors to board members, seems to want evaluation results. But there was a big knowledge gap around evaluation practice: What are nonprofits really doing to evaluate their work? How are they really using evaluation results? What support are they getting? What else do they need?
Author: Innovation Network Type: Research & Reports Date: Feb 3, 2011 Be the first to review this resource! Download (6.78 MB) -
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 the Social Sector Measurement, evaluation, and learning are hotter than ever in the social sector. Foundations and nonprofits are focused on answering the question What difference are we making? And the field of evaluation has advanced in promising ways, developing meaningful evaluation approaches to better fit the latest philanthropic and nonprofit strategies. Author: Johanna Morariu and Will Fenn Type: Templates & Samples Date: Mar 21, 2013 Be the first to review this resource! Web Link -
State of the Field: Updated, Longitudal Findings about Nonprofit and Philanthropic Evaluation Practices and Capacities [Slides] The State of Evaluation project provides valuable insight to all those who work in and with the nonprofit sector. The project is designed to collect longitudinal data to document evaluation trends in the U.S. nonprofit sector, including how nonprofits staff evaluation, how evaluation is funded, why evaluation is undertaken, how evaluation results are used, and much more. This year marks the beginning of longitudinal data and analysis, drawing from the first iteration of the project in 2010. Author: Johanna Morariu Type: Presentation Slides Date: Oct 27, 2012 Be the first to review this resource! Web Link -
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