Browse Advocacy Evaluation Resources
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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 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 Guide to Community Presentive Services The Guide to Community Preventive Services is a free resource to help you choose programs and policies to improve health and prevent disease in your community. Systematic reviews are used to answer these questions:
- Which program and policy interventions have been proven effective?
- Are there effective interventions that are right for my community?
- What might effective interventions cost; what is the likely return on investment?
Author: Office of Surveillance, Epidemiology, and Laboratory Services (OSELS) Type: Websites & Online Tools Date: Mar 22, 2010 Be the first to review this resource! Web Link -
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 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 ‘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) -
Tips for Evaluating Advocacy: A Checklist for Grantees Alliance for Justice produced this one-page checklist that has seven tips for grantees 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 (36.37 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) -
Tools and Resources for Assessing Social Impact (TRASI) TRASI is a browsable and searchable database of approaches to impact assessment, guidelines for creating and conducting an assessment, and ready-to-use tools for measuring social change.
It features more than 150 assessment tools and resources, community networking services, and informational videos and podcasts.
Author: The Foundation Center Type: Websites & Online Tools Date: Jan 1, 2010 Be the first to review this resource! Web Link -
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) -
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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USAID Performance Monitoring and Evaluation TIPS TIPS
USAID's Performance Monitoring and Evaluation TIPS provide practical advice and suggestions to USAID managers and partners on issues related to performance monitoring and evaluation. These publications are supplemental references to the Automated Directive Service (ADS) Chapter 203 (pdf, 264kb).
Author: USAID Type: Workbooks & Guides Date: Jan 1, 2012 Be the first to review this resource! Web Link -
Using Information for Policy Change: The Only Reason to Do Evaluation (In This Context) Patricia Patrizi, a "career-long evaluator," reflects on the current trends in evaluating advocacy efforts and offers suggestions. She proposes that "Policy change should be evaluated only when there is a reason to evaluate," and likens policy change evaluation to evaluating a campaign for public office. Patrizi asserts that an outcome evaluation is unnecessary, but an ongoing evaluation during the course of the campaign is helpful. Author: Patrizi, Patricia Type: Opinion (blog, editorial) Date: Mar 6, 2006 Be the first to review this resource! Download (35.5 KB) -
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) -
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 is Success? This publication, which draws on VeneKlasen and Miller’s book A New Weave of Power, People & Politics, argues that a successful advocacy effort needs to produce change in five dimensions: Government, Private sector, Civil society, Political space and culture, and the Individual. The publication also offers an Advocacy Action and Impact Chart that can be used as a checklist planning and evaluation. The framework is shaped by the experience of long-time social justice advocates around the world who found that advocacy success needs to produce multidimensional change. Author: VeneKlasen, Lisa, and Miller, Valerie Type: Tipsheets & Paper Tools Date: Jun 14, 2006 Be the first to review this resource! Download (24.54 KB) -
What Makes an Effective Coalition This paper explores the evidence base for what makes an effective coalition with the assumption that understanding what makes them effective and how to assess and improve them will increase their effectiveness as an advocacy tool and reduce potential frustrations associated with operating in coalition.
Author: Jared Raynor, TCC Group Type: Research & Reports Date: Mar 1, 2011
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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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