Browse evaluation planning Resources
-
Strengthening Family Planning Policies and Programs in Developing Countries: An Advocacy Toolkit This toolkit "assist[s] advocates in the family planning/reproductive health field in their efforts to promote policy dialogue on the health, social, and economic benefits of increasing access to family planning services. By tailoring the messages included in the toolkit, advocates can present culturally relevant arguments to promote family planning and birth spacing in their particular settings." It contains several sample tools for advocacy planning. Author: The POLICY Project Type: Tipsheets & Paper Tools Date: Dec 2, 2005 Be the first to review this resource! Download (1.16 MB) -
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
Download (76.37 KB) -
SWOT Analysis: Strengths, Weaknesses, Opportunities, and Threats The Community Tool Box is a service of the Work Group for Community Health and Development at the University of Kansas. Their SWOT Guide is comprehensive, user friendly and a great resource for any evaluator within the public health or community development field.
Author: The Community Tool Box Type: Websites & Online Tools Date: Jan 1, 2014 Be the first to review this resource! Web Link -
Taking Stock: A Practical Guide to Evaluating Your Own Programs A manual from Horizon Research providing an overview of program evaluation. Author: Bond, Sally L., et al. Type: Workbooks & Guides Date: Jun 1, 1997 Be the first to review this resource! Download (241.82 KB) -
Ten Strategies for Enhancing Multicultural Competency in Evaluation Teresa Boyd Cowles of the Connecticut Department of Education offers 10 strategies evaluators can use to improve their cultural competence for evaluation. Author: Teresa Boyd Cowles Type: Newsletters & Periodicals Date: Jun 30, 2005 Point K Pick Be the first to review this resource! Web Link -
Terms, Tips, & Trends: Evaluation Essentials for Nonprofits (Mindmap) Are you ready to launch an evaluation, but not sure where to start? Wondering how much you should budget for it, or who should be involved? Although 90% of nonprofits are engaged in evaluation, it continues to be one of the most misunderstood and mysterious functions of nonprofit management. In this Evaluation 101-level webinar, Innovation Network's team introduced key evaluation concepts, approaches, and methods.
Author: Johanna Morariu and Ann Emery, Innovation Network Type: Tipsheets & Paper Tools Date: Sep 30, 2013 Point K Pick Be the first to review this resource! Download (316.27 KB) -
Terms, Tips, & Trends: Evaluation Essentials for Nonprofits (Slides) Are you ready to launch an evaluation, but not sure where to start? Wondering how much you should budget for it, or who should be involved? Although 90% of nonprofits are engaged in evaluation, it continues to be one of the most misunderstood and mysterious functions of nonprofit management. In this Evaluation 101-level webinar, Innovation Network's team introduced key evaluation concepts, approaches, and methods.
Author: Johanna Morariu and Ann Emery, Innovation Network Type: Presentation Slides Date: Oct 3, 2013 Point K Pick Be the first to review this resource! Web Link -
The 6 D's of Needs Assessments This handy one-page tipsheet outlines the six D's that need to be answered for a successful Needs Assessment:
- Deficit
- Develop
- Describe
- Desires
- Duplication
- Demand
Author: Community Soplutions Type: Tipsheets & Paper Tools Date: Jan 1, 2012 Be the first to review this resource! Download (1.47 MB) -
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
Download (1.51 MB) -
The Challenge of Assessing Policy and Advocacy Activities: Strategies for a Prospective Evaluation Approach This publication begins with an overview of the advocacy evaluation field, noting challenges to evaluating advocacy, the current state of advocacy evaluation, and guiding principles for policy change evaluation. The report goes on to outline a "prospective evaluation approach" which (in contrast to a retrospective approach) allows evaluation to become a management and planning tool. The prospective advocacy evaluation approach involves four steps:
Author: Blueprint Research & Design Type: Workbooks & Guides Date: Oct 1, 2006
Download (2.84 MB) -
The Challenge of Evaluating Complex Interventions: A Framework for Evaluating Media Advocacy This article in Health Education Research presents a framework for evaluating media advocacy. The framework is intended as a planning resource for media advocates, and as an aid to fundraising. The authors suggest a number of possible indicators for media, public opinion, policy, community, and advocacy. Author: Stead, Martine; Hastings, Gerard; and Douglas Eadie Type: Newsletters & Periodicals Date: Jun 1, 2002 Be the first to review this resource! Web Link -
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 Communication Initiative Network An extensive website of resources related to communication for development, with a strongly international reach. Available topics include baseline data, programme experience, evaluation and planning methodologies, theories of change, and more. The site also offers active discussion forums and an e-newsletter, The Drum Beat.
Author: The Communication Initiative Network Type: Websites & Online Tools Date: Jan 18, 2008 Be the first to review this resource! Web Link -
The Community Builder’s Approach to Theory of Change: A Practical Guide to Theory Development The Community Builder’s Approach to Theory of Change is a practical guide about theory of change development, and includes a toolbox of examples. Author: Andrea A. Anderson, Ph.D. Type: Workbooks & Guides Date: Jan 1, 2000 Be the first to review this resource! Download (532.38 KB) -
The Evaluation Checklist Project Th site provides Author: The Evaluation Center of Western Michigan University Type: Templates & Samples Date: Jun 30, 2010 Point K Pick
Web Link -
The Four Phases to Designing & Writing a Comprehensive Grant This conceptual model gives the four phases to consider when trying to develop a comprehensive grant proposal because you can't just "sit down and start writing" a grant. Researching Funding, Designing your Project, Technical Grant Writing, and Evaluation are the four key areas to consider in this model. The model is a basis for more in-depth work that is further explained in four separate PowerPoint presentations (with handouts). For more information contact info@bpcwi.com.
Author: Nicole Bowman Type: Templates & Samples Date: Feb 12, 2014 Be the first to review this resource! Download (121.35 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 How and Why of Advocacy This publication offers many pieces of advice generally related to advocacy, as well as specifically in regard to how an organization can monitor and evaluate its advocacy work. The Monitoring and Evaluation section walks through key questions:
- Why monitor and evaluate your work?
- What kind of monitoring indicators are there?
- What to evaluate?
- Who defines success?
Author: BOND Type: Workbooks & Guides Date: Jan 18, 2008 Be the first to review this resource! Download (203.13 KB) -
The Metrics Café: A Guide to Bring Funders and Grantees to the Table The Metrics Café from MIT's D-Lab offers a user-friendly, light-hearted take on understanding how metrics can be selected by funders and grantees. The guide likens metrics selection to meal formats, offering case examples and tips on when and how to use the four approaches:
Author: Laura Budzyna Type: Workbooks & Guides Date: Apr 1, 2017 Point K Pick Be the first to review this resource! Download (395.22 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
Web Link -
The ‘Most Significant Change’ Technique This 104-page guide discusses the "Most Significant Change" ("MSC") technique and its use in advocacy evaluation. The technique involves collecting stories from program participants, reviewing stories and choosing the "most significant," sharing those stories, and discussing their value and impact. The guide states that "When the technique is implemented successfully, whole teams of people begin to focus their attention on program impact." Author: Davies, Rick and Dart, Jess Type: Workbooks & Guides Date: Apr 1, 2005 Be the first to review this resource! Download (1.2 MB) -
Theory of Change Assessment: A Cheat Sheet The Theory of Change Assessment: Cheat Sheet tool can be used to conduct an analysis of a theory of change. The tool walks users through elements common to theories of change, and offers considerations for conducting the assessment. Suggestions for use include:
Author: Ehren Reed Type: Tipsheets & Paper Tools Date: Apr 1, 2011 Point K Pick Be the first to review this resource! Download (110.62 KB) -
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
Download (516.13 KB)