SPU 2006 Kuo Evaluation in Foundations

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Evaluation in Foundations: Measuring Performance and Progress

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SPU 2006 Kuo Evaluation in Foundations

  1. 1. Evaluation in Foundations: Measuring Performance and Progress July 25, 2006
  2. 2. WHAT IS EVALUATION? <ul><li>The systematic investigation of the merit or </li></ul><ul><li>worth of a program. </li></ul><ul><li>Impact Assessment Operations Research </li></ul><ul><li>Outcome Evaluation Continuous Improvement </li></ul><ul><li>Implementation Evaluation Organizational Learning </li></ul><ul><li>Summative Evaluation Knowledge Management </li></ul><ul><li>Formative Evaluation Process Evaluation </li></ul><ul><li>Quality Improvement Program Evaluation </li></ul><ul><li>Organizational Effectiveness Strategy Review </li></ul><ul><li>Monitoring Portfolio Assessment </li></ul>
  3. 3. WHAT ARE FOUNDATIONS? <ul><li>IRS Tax Exempt Charities—501(c)3 </li></ul><ul><ul><li>5% Payout </li></ul></ul><ul><ul><li>No Lobbying </li></ul></ul><ul><ul><li>No Self-Dealing </li></ul></ul><ul><li>60,000 in US </li></ul><ul><li>$33 Billion in 2005 </li></ul><ul><li>Community, Corporate, Family, Private </li></ul><ul><li>Diverse giving interests, Health, Education </li></ul><ul><li>Foundation Center </li></ul>
  4. 4. MEASURING OUTCOMES <ul><li>Goal: Raise the national graduation rate to 80% by 2020. </li></ul>Only 32% of American high school students will graduate with skills they need to succeed in college or work.
  5. 5. WHY EVALUATE? <ul><li>70’s, rise of evaluation research </li></ul><ul><li>90’s Government Performance and Results Act </li></ul><ul><li>90’s West Coast </li></ul><ul><ul><li>Venture Capital = Venture Philanthropy </li></ul></ul><ul><ul><li>Social Entrepreneurs </li></ul></ul><ul><li>’ 98 Grantmakers for Effective Organizations </li></ul><ul><li>Enron, WorldCom, Tyco </li></ul><ul><li>Future? </li></ul>
  6. 6. WHY EVALUATE?
  7. 7. WHY EVALUATE? <ul><li>TWO THEORIES </li></ul><ul><li>Scientific Management </li></ul><ul><ul><li>Taylor </li></ul></ul><ul><ul><li>Rationality, Decision-Making, Utility functions </li></ul></ul><ul><li>Institutional Theory </li></ul><ul><ul><li>Meyer and Rowan </li></ul></ul><ul><ul><li>Environment, Social and Cultural demands, Legitimacy </li></ul></ul>
  8. 8. TOOLS AND TEMPLATES <ul><li>Dashboards and Scorecards </li></ul><ul><li>Portfolio Reviews </li></ul>
  9. 9. REPORTS <ul><li>High School Grants Evaluation </li></ul><ul><ul><li>2002-2004 </li></ul></ul><ul><ul><li>AIR and SRI </li></ul></ul><ul><li>BusinessWeek </li></ul><ul><ul><li>“ We are unafraid.” </li></ul></ul><ul><li>www.gatesfoundation.org </li></ul>
  10. 10. RESOURCES <ul><li>Grantmakers for Effective Organizations </li></ul><ul><li>AEA </li></ul><ul><li>W.K. Kellogg Foundation </li></ul><ul><li>Foundation Strategy Group </li></ul><ul><li>Blueprint R&D </li></ul><ul><li>Philanthropy NW </li></ul>

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