SPU 2006 Kuo Evaluation in Foundations

Evaluation in Foundations: Measuring Performance and Progress July 25, 2006

WHAT IS EVALUATION?
The systematic investigation of the merit or
worth of a program.
Impact Assessment Operations Research
Outcome Evaluation Continuous Improvement
Implementation Evaluation Organizational Learning
Summative Evaluation Knowledge Management
Formative Evaluation Process Evaluation
Quality Improvement Program Evaluation
Organizational Effectiveness Strategy Review
Monitoring Portfolio Assessment

WHAT ARE FOUNDATIONS?
IRS Tax Exempt Charities—501(c)3
5% Payout
No Lobbying
No Self-Dealing
60,000 in US
$33 Billion in 2005
Community, Corporate, Family, Private
Diverse giving interests, Health, Education
Foundation Center

MEASURING OUTCOMES
Goal: Raise the national graduation rate to 80% by 2020.
Only 32% of American high school students will graduate with skills they need to succeed in college or work.

WHY EVALUATE?
70’s, rise of evaluation research
90’s Government Performance and Results Act
90’s West Coast
Venture Capital = Venture Philanthropy
Social Entrepreneurs
’ 98 Grantmakers for Effective Organizations
Enron, WorldCom, Tyco
Future?

WHY EVALUATE?

WHY EVALUATE?
TWO THEORIES
Scientific Management
Taylor
Rationality, Decision-Making, Utility functions
Institutional Theory
Meyer and Rowan
Environment, Social and Cultural demands, Legitimacy

TOOLS AND TEMPLATES
Dashboards and Scorecards
Portfolio Reviews

REPORTS
High School Grants Evaluation
2002-2004
AIR and SRI
BusinessWeek
“ We are unafraid.”
www.gatesfoundation.org

RESOURCES
Grantmakers for Effective Organizations
AEA
W.K. Kellogg Foundation
Foundation Strategy Group
Blueprint R&D
Philanthropy NW

SPU 2006 Kuo Evaluation in Foundations

by Victor Kuo

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