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Success and Failure in the Evaluation Process

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Success and Failure in the Evaluation Process

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Success and Failure in the Evaluation Process

What do the terms “success” and “failure” really mean in the philanthropic world? Funders have taken different approaches to learning from initiatives that haven’t gone quite as they had hoped. Some funders want to learn from their mistakes, some provide technical assistance to lagging grantees, and some want to focus their light on “bright spots” and grantee successes. In this session, Kat Athanasiades from Innovation Network will discuss how and when her organization uses grant reports in evaluation; how and why getting good evaluation data from grant reports is difficult; and potential ways to make it easier for grantees to report on failure in a way that could be useful to evaluators.

Session participants will:

•Know how funders can embed “failure reporting” into grant reports in ways that are useful to evaluators.

•Learn ways a foundation can combat some of the "structural" impediments, e.g., trust and communication, that may prevent proper reporting on failure.

•Gain ideas from fellow participants on how to understand and appreciate grantmaking "failures" as well as successes.

Success and Failure in the Evaluation Process

What do the terms “success” and “failure” really mean in the philanthropic world? Funders have taken different approaches to learning from initiatives that haven’t gone quite as they had hoped. Some funders want to learn from their mistakes, some provide technical assistance to lagging grantees, and some want to focus their light on “bright spots” and grantee successes. In this session, Kat Athanasiades from Innovation Network will discuss how and when her organization uses grant reports in evaluation; how and why getting good evaluation data from grant reports is difficult; and potential ways to make it easier for grantees to report on failure in a way that could be useful to evaluators.

Session participants will:

•Know how funders can embed “failure reporting” into grant reports in ways that are useful to evaluators.

•Learn ways a foundation can combat some of the "structural" impediments, e.g., trust and communication, that may prevent proper reporting on failure.

•Gain ideas from fellow participants on how to understand and appreciate grantmaking "failures" as well as successes.

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Success and Failure in the Evaluation Process

  1. 1. Success and Failure in the Evaluation Process Kat Athanasiades kathanasiades@innonet.org @KatAthanasiades Annual Conference 2015, National Harbor, MD Grants Managers Network Tuesday, March 17, 2015
  2. 2. About Innovation Network White papers with tips for grantmakers Kat Evaluation consulting firm working with foundations and nonprofits Research on evaluation practice
  3. 3. What does success mean to you? To your employer?
  4. 4. What does failure mean to you? To your employer?
  5. 5. Agenda Evaluation and grant reports 1 2 3 Evaluation and failure Embedding “failure reporting” in grant reports
  6. 6. Embedding “failure reporting” in grant reports Evaluation and grant reports 1 2 3 Agenda Evaluation and failure
  7. 7. Planning Data collection Analysis & Reflection Action & Improvement 1
  8. 8. “failure reporting”
  9. 9. Risk tolerance 1
  10. 10. 1
  11. 11. What’s going on over here? 1
  12. 12. 1
  13. 13. 1 How tolerant is your comes to failure? organization when it
  14. 14. Embedding “failure reporting” in grant reports Evaluation and failure1 2 3 Agenda Evaluation and grant reports
  15. 15. Planning Data collection Analysis & Reflection Action & Improvement 2
  16. 16. Planning Data collection Analysis & Reflection Action & Improvement 2
  17. 17. 2
  18. 18. Planning What does it take to achieve goals? To achieve success? Which strategies are most effective in moving our organization closer to our long-term goal of creating meaningful experiences? 2 Why are some grantees making more progress than others?
  19. 19. Basic Grantee Information Grantee Name Grant Amount Topic Area Grant Terms Accountability Assessment Key Deliverables/Activities Outputs Barriers/Opportunities Staff involvement Grant report example 12
  20. 20. Impact/Success Assessment Change Agent Targeted Evidence of Influence Recommended Next Steps Additional Follow Up Recommended No Follow Up Grant report example 12
  21. 21. 1. Describe your organization’s advocacy activities and how these activities relate to your organization’s advocacy objectives 2. Describe your accomplishments in the first year of GSA funding. What advocacy related results have occurred in connection with MFH funding? Grant report example 22
  22. 22. 3. How have the GSA grant funds increased your organization’s capacity to perform advocacy activities? 4. What have been your organization’s challenges (frustrations, barriers, or disappointments) in the past year? How were these challenges addressed or redirected? Grant report example 22
  23. 23. Organization Outcomes Accomplishments Activities Successes Changing context—external factors Evidence of influence Grant report example 3 Updates on: 2
  24. 24. Why is it so hard to use grant reports for evaluation?
  25. 25. 2 The shoe (data) doesn’t fit
  26. 26. Planning Data collection Analysis & Reflection Action & Improvement 2 This is where grant reports are often useful
  27. 27. Planning Data collection Analysis & Reflection Action & Improvement 2 We often lack the data for the latter stages of evaluation
  28. 28. 2 Trust
  29. 29. 2 What pieces of your reports can be useful organization’s grant to evaluators?
  30. 30. Evaluation and grant reports Evaluation and failure1 2 3 Agenda Embedding “failure reporting” in grant reports
  31. 31. 3 Adjust the reporting structure Adjust the fields
  32. 32. 3 Encourage risk tolerance Build trust with grantees Build trust with board
  33. 33. Agenda Evaluation and grant reports 1 2 3 Evaluation and failure Embedding “failure reporting” in grant reports
  34. 34. What are your grantmaking failures suggestions for capturing as well as successes?
  35. 35. Success and Failure in the Evaluation Process Kat Athanasiades kathanasiades@innonet.org @KatAthanasiades Thank you!
  36. 36. Image credits Slide Credit 5-6 Desk pictures c/o Kat Athanasiades 7 Children in cafeteria from USDAgov flickr, Creative Commons: http://www.flickr.com/photos/usdagov/7995804478/ 12 Roulette from Scott Beale / Laughing Squid flickr, Creative Commons: laughingsquid.com or http://www.flickr.com/photos/laughingsquid/5249116537 13-14 Spotlight/light hole from abooth202 flickr, Creative Commons: http://www.flickr.com/photos/abooth202/2628358466 15 Mountain landscape c/o Kat Athanasiades 20-21 Road map from sidelong flickr, Creative Commons: http://www.flickr.com/photos/sidelong/234192777/ 28 Child in shoes from rumpleteaser flickr, Creative Commons: http://www.flickr.com/photos/rumpleteaser/2940847467 31 Man and tiger from dobs flickr, Creative Commons: http://www.flickr.com/photos/dobs/10726756606 34 Cranes from 96dpi flickr, Creative Commons: http://www.flickr.com/photos/96dpi/3227807209 35 Kitten and hedgehog from elenitaspics flickr, Creative Commons: https://www.flickr.com/photos/elenitaspics/11254227916

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