Browse funders Resources
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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 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
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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 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
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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 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 Way We Talk About Charity Is Dead Wrong Activist and fundraiser Dan Pallotta calls out the double standard that drives our broken relationship to charities. Too many nonprofits, he says, are rewarded for how little they spend — not for what they get done.
Author: Dan Pallotta Type: Websites & Online Tools Date: Feb 1, 2013 Be the first to review this resource! Web Link -
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
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Theory of Change Glossary A theory of change is a document created to communication the strategies, activities, outcomes, and other elements on nonprofit and philanthropic initiatives. Various terms can be used to describe the components of a theory of change. This is one glossary that seeks to define many of the common elements contained within a theory of change.
Author: Community Resource Exchange and Hunter Consulting, LLC Type: Tipsheets & Paper Tools Date: Dec 1, 2012 Be the first to review this resource! Download (187.53 KB) -
Tips for Evaluating Advocacy: A Checklist for Grantmaking Organizations Alliance for Justice produced this one-page checklist that has seven tips for grantmaking organizations on how to evaluate advocacy. Author: Alliance for Justice Type: Tipsheets & Paper Tools Date: Jul 18, 2007 Be the first to review this resource! Download (34.37 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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Understanding the Public Policy Landscape: Lessons from a Retrospective Evaluation (Presentation handout) This handout accompanied a presentation at the American Evaluation Association's annual conference in October 2013 in Washington, DC.
Author: Veena Pankaj and Kat Athanasiades, Innovation NetworkType: Tipsheets & Paper Tools Date: Oct 16, 2013 Be the first to review this resource! Download (387.9 KB) -
Understanding the Public Policy Landscape: Lessons from a Retrospective Evaluation (Presentation slides) These slides accompanied a presentation at the American Evaluation Association's annual conference in October 2013 in Washington, DC.
Author: Veena Pankaj and Kat Athanasiades, Innovation NetworkType: Presentation Slides Date: Oct 16, 2013 Be the first to review this resource! Download (1.41 MB) -
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 -
Voices for Change: A Taxonomy of Public Communications Campaigns and Their Evaluation Challenges This research report makes the case that communications campaigns cover a broad range of different types and characteristics, and can be differentiated along the axes of Purpose, Scope, and Maturity. It examines what communications campaigns that fall on different areas of these three axes look like, and how this positioning may affect the lead to distinct evaluation challenges and needs. Author: Berkeley Media Studies Group Type: Research & Reports Date: Nov 1, 2002 Be the first to review this resource! Download (643.93 KB) -
What's different about evaluating advocacy and policy change? In this article from The Evaluation Exchange, Julia Coffman highlights the differences inherent in evaluating advocacy and policy change, and offers recommendations for evaluators who work in the advocacy and policy change field. Author: Julia Coffman Type: Newsletters & Periodicals Date: Mar 1, 2007
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When Will We Ever Learn? This seminal report, which came out in 2006, raised important questions and recommendations for the international development and evaluation sectors. It questioned why, with billions of dollars spent on thousands of programs to improve health, education and other social sector outcomes in the developing world each year, is there little evidence and data to back up development results.
Author: Center for Global Development Type: Research & Reports Date: May 31, 2006 Point K Pick
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