Evaluation Fun! Monday, April 28, 2013 Kat Athanasiades - - PowerPoint PPT Presentation

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Logic Models and other Evaluation Fun!

www.innonet.org

Kat Athanasiades

kathanasiades@innonet.org

Monday, April 28, 2013

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www.innonet.org | kathanasiades@innonet.org

 Evaluation and strategy consulting  Nonprofit, philanthropic, and governmental organizations Kat!

Welcome!

Our mission: building evaluation capacity

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Innovation Network’s Evaluation Services for RAs Q&A: Regional Association Aggregate Logic Model

Today’s objectives

The Evaluation Life Cycle…and You

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Innovation Network’s Evaluation Services for RAs Q&A: Regional Association Aggregate Logic Model

Today’s objectives

The Evaluation Life Cycle…and You

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http://www.flickr.com/photos/mag3737/1997114236 /

What is evaluation?

The systematic collection of information about a program that enables stakeholders to better understand the program, improve its effectiveness, and/or make decisions about future programming.

www.innonet.org | kathanasiades@innonet.org

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Planning Data collection Analysis & Reflection Action & Improvement

The Evaluation Life Cycle…

www.innonet.org | kathanasiades@innonet.org

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Planning Data collection Analysis & Reflection Action & Improvement

The Evaluation Life Cycle…and You

YOU

www.innonet.org | kathanasiades@innonet.org

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Innovation Network’s Evaluation Services for RAs Q&A: Regional Association Aggregate Logic Model The Evaluation Life Cycle…and You

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http://www.flickr.com/photos/sidelong/234192777/

What is a logic model?

A visual display of connections between what you do and the results you hope to achieve. Regional Association Aggregate Logic Model

www.innonet.org | kathanasiades@innonet.org

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RA Activities

Regional Association Aggregate Logic Model

Outcomes

• f RA work

www.innonet.org | kathanasiades@innonet.org

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1

Financial Strength & Organizational Sustainability

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Member Recruitment & Retention

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Member Services

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Public Policy Engagement

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Education OR Creating & Supporting Learning Communities

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Collaborative Action

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Communications, Advocacy & Outreach

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Building RA Network

Aggregate Regional Association Logic Model Activity Groups

SLIDE 12 Activity Group Activities Outcomes Shorter- term Longer-term Financial Strength & Organizational Sustainability Build/strengthen relationships with members Fundraise Locate general operating support Establish a minimum reserve level for the RA Establish an endowment Evaluate dues structure on a regular basis Develop non-dues-based revenue streams Solicit fiscal sponsors Build and maintain a job bank Build and maintain member directory Stable/increased member retention Increased renewal rates Early/on-time dues receipts Additional grant support Growing membership base Increased visibility and recognition within the community Increased financial security for regional association

Regional Association Aggregate Logic Model

Activity Group Activities Outcomes Shorter-term Longer-term Member Recruitment & Retention Send timely renewal notices Track retention rates Build relationships with members Actively recruit organizations through peer and staff- directed recruitment Conduct regular member meetings

• One-on-one meetings for feedback on

participation Conduct member satisfaction surveys Develop member value proposition Develop marketing materials for recruitment Provide excellent member services (see Member Services activity group for more) Explore potential member benefits Offer new member benefits Growth in membership/new members Stable retention rates High ratings by members on member meetings Increased funding for RA (beyond dues) Heightened awareness of the value provided by RAs among the funder community RA sustainability RA has enough funding to develop innovative programming and fulfill needs of members Activity Group Activities Outcomes Shorter- term Longer-term Member Services Maintain/support affinity groups, listservs, and networks Develop/maintain constituent-based communications Coordinate research requests

• Custom research
• TA requests
• Salary/benefits

information Survey members to determine most valued services Track member participation in services Develop giving reports Satisfied members Increased member satisfaction Increased new membership More knowledgeable/ informed members Increased member interest in RA-developed materials and programming More knowledgeable/informed members Higher retention rates among members Positive reputation of RA among funder community Positive reputation of RA within the community as a whole Organizational sustainability of the RA Activity Group Activities Outcomes Shorter- term Longer-term Public Policy Engagement Organize an advocacy day Convene members at FOTH Build relationships between RAs/RA members and lawmakers Hold in-district meetings with lawmakers and their staff Prepare/sponsor educational materials and

• rganizational programming

for lawmakers and public policy staff Prepare/sponsor educational materials on best practices in advocacy for funders Increased/deeper member attendance/engagement at public policy programming events Increased/deeper engagement of lawmakers and elected officials in grantmaker education programs Elected officials have an increased understanding of the philanthropic perspective Increased number of lawmakers are using regional associations and members as resources/sounding boards Increased number of members using RA- promoted language and materials around philanthropic impact Increased number of members engaging in advocacy activities Increased number of connections between funders and lawmakers/public policy staff in local/state/regional

• ffices

Passing of legislation that supports the philanthropic sector and grows giving incentives The political and policy environment are pro-social sector and pro-giving Activity Group Activities Outcomes Shorter- term Longer-term Education OR Creating & Supporting Learning Communities Organize personal/leadership development opportunities for members Organize/provide various

• pportunities for member

skill building Research trends/best practices in effective grantmaking Develop educational

• pportunities around

specific issue/giving areas Crowdsource/research topics of interest/button issues for members Conduct annual survey of members to rate learning communities Increased knowledge among participating members Increased awareness of funders around best practices, skill building, and content/geographic issues relevant to their grantmaking strategy Increase in positive reports from members of RA programming on annual survey or other reporting mechanisms Increase in RA members touting the benefits of RAs to others due to satisfaction in knowledge gained from programs Increased number of members report using new knowledge, techniques, and tools Demonstration of smarter grantmaking practices Activity Group Activities Outcomes Shorter- term Longer-term Collaborative Action Identify areas where collective action can be taken Provide space for peer learning Educate members on funder collaboration: how- to and value Facilitate and support funder collaboratives Provide space for peer learning and decision- making action Increased interest/ attendance by members at network events Increased collaborative action coordinated by RA Increased number of RAs generating and sustaining collaborative action Activity Group Activities Outcomes Shorter- term Longer-term Communications, Advocacy & Outreach Convene stakeholders Curate and create content:

• Online
• In print
• Through social

media

• On website
• Etc.

Disseminate content to relevant audiences Collect stories of members Share member stories broadly with media, legislators, and potential partners Strengthened relationships among grantmakers Increased opportunities for knowledge sharing and collaboration among grantmakers Increased knowledge of grantmakers Increased number of partnerships formed between grantmakers Increased alignment of work between different grantmakers/initiatives Increased profile of the impact of philanthropy across the community as a whole Activity Group Activities Outcomes Shorter- term Longer-term Building RA Network Support/nurture role- and task-based groups among RAs Host periodic convenings of RAs Identify co-funding/ collaborative opportunities Collect/share best practices

• f RA collaboration

Engage in policy work coordinated by Forum

• Staff alikes
• Learning

communities

• Small RA

networks Increased number of connections between RAs Increased RA co-funding/ sponsorship of projects Strong regional/national network of RAs by issue area/affinity group Strong, sustainable Forum

• f Regional Associations of

Grantmakers

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www.innonet.org | kathanasiades@innonet.org

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Activity Group Activities Outcomes

Shorter-term Longer-term

Financial Strength & Organizational Sustainability

Build/strengthen relationships with members Fundraise Locate general operating support Establish a minimum reserve level for the RA Establish an endowment Evaluate dues structure on a regular basis Develop non-dues-based revenue streams Solicit fiscal sponsors Build and maintain a job bank Build and maintain member directory

Stable/increased member retention Increased renewal rates Early/on-time dues receipts Additional grant support Growing membership base Increased visibility and recognition within the community Increased financial security for regional association

1

www.givingforum.org www.innonet.org

Regional Association Aggregate Logic Model

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Questions?

Regional Association Aggregate Logic Model? Your own evaluation work?

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Innovation Network’s Evaluation Services for RAs Q&A: Regional Association Aggregate Logic Model The Evaluation Life Cycle…and You

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Planning Data collection Analysis & Reflection Action & Improvement

Innovation Network’s Evaluation Services for RAs

YOU

www.innonet.org | kathanasiades@innonet.org

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If you are in the planning phase…

Innovation Network’s Evaluation Services for RAs

Option 1:

You have draft

You: give us a draft logic model or evaluation plan We: give written feedback + call You: give us second draft We: give written feedback

Option 2:

We make draft

You: send us relevant strategy + activity documentation We: create draft logic model or evaluation plan + call You: give us feedback We: revise draft + final comments

$500 $1000

www.innonet.org | kathanasiades@innonet.org

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Logic Models and other Evaluation Fun!

www.innonet.org

Thank you!