9 Steps to Advocacy Evaluation

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Many organizations are using advocacy strategies to meet their missions. Just like any other work that foundations and nonprofits engage in, advocacy needs to be continually assessed, tweaked, and strengthened through a process of evaluation and learning. In this webinar with the National Committee for Responsive Philanthropy, Johanna Morariu and Will Fenn shared the nine steps of advocacy evaluation. The webinar is based on Innovation Network's report titled "Pathfinder: A Practical Guide to Advocacy Evaluation." The webinar took place on Wednesday, June 26, 2013. Innovation Network is a nonprofit evaluation, research, and consulting firm. We provide knowledge and expertise to help nonprofits and funders learn from their work to improve their results. To learn more, visit www.innonet.org.

Innovation Network’s Pathfinder Series
Advocacy
Steps to
Evaluation

@InnoNet_Eval @NCRP
@j_morariu @wtfenn
#AdvocacyEval
Let’s Connect
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Chat with Us
Q &A
facebook.com/NCRPcommunity
kginn@ncrp.org
Technical Issues?

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Presenters
Johanna Morariu
Director, Innovation Network
jmorariu@innonet.org
@j_morariu
Will Fenn
Associate, Innovation Network
wfenn@innonet.org
@wtfenn
Lisa Ranghelli
Director of the Grantmaking for Community
Impact Project, NCRP
lranghelli@ncrp.org
@NCRP

Webinar Agenda
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1 Pathfinder: 9 Steps to Advocacy
Evaluation Innovation Network
2 Real Results Report
NCRP
3 Resources
4 Q&A

www.innonet.org | Slide 6 | @InnoNet_Eval
Pathfinder Series
Advocacy
Funder’s
perspective
evaluation

www.innonet.org | Slide 7 | @InnoNet_Eval
Steps to Advocacy Evaluation
Evaluation Purpose
Roles & Responsibilities
Theory of Change
What to Measure
Methodology & Data Collection
Analysis, Reflection, & Data Use
Communications & Reporting
Grantmaking Decisions
9
Checking the Big Picture
1
2
3
4
5
6
7
8
9

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Evaluation Purpose1
Why are you conducting the
evaluation?
Who is the audience?
What will the evaluation look at?
http://www.flickr.com/photos/zengei/6943077858/

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Roles & Responsibilities2
What is your role?
What is the grantee’s role?
Who will be the evaluator?
http://www.flickr.com/photos/wwworks/1384952210/

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Theory of Change3
What are your goals?
How do those goals align?
What are your grantee’s goals?
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What to Measure4
Which external changes will the
evaluation measure?
What is the evaluation timeline?
Which internal changes will the
evaluation measure?
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Methodology & Data Collection5
Which evaluation
methodology is a fit?
Which data collection
approaches are a fit?
http://www.flickr.com/photos/safari_vacation/8027644078/

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Analysis, Reflection, & Data Use6
How often should the
data be analyzed?
Who should look at the data?
How should data be shared?

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Communications & Reporting7
Who should be kept in the loop?
How can learning be supported?
How often should there be
communication or reporting?
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Grantmaking Decisions8
Should you offer multi-year grants?
Should you offer general operating support?

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Checking the Big Picture9
Do the decisions for steps 1 – 8 fit together?
http://commons.wikimedia.org/wiki/File:Puzzle-piece.jpg

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Resources
www.innonet.org/resources
Pathfinder
advocacy evaluation

The State of Evaluation Project
www.stateofevaluation.org
www.innonet.org | Slide 18 | @InnoNet_Eval

Question
Answer
&
www.innonet.org | Slide 19 | @InnoNet_Eval

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Learn More and Connect
innonet.org
ncrp.org
@Innonet_Eval
@NCRP
facebook.com/innovation.network
facebook.com/NCRPcommunity
youtube.com/InnoNetEval
youtube.com/NCRP620

www.innonet.org | Slide 21 | @InnoNet_Eval
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This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy. Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com

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9 Steps to Advocacy Evaluation

1. Innovation Network’s Pathfinder Series Advocacy Steps to Evaluation

2. @InnoNet_Eval @NCRP @j_morariu @wtfenn #AdvocacyEval Let’s Connect www.innonet.org | Slide 2 | @InnoNet_Eval

3. www.innonet.org | Slide 3 | @InnoNet_Eval Chat with Us Q &A facebook.com/NCRPcommunity kginn@ncrp.org Technical Issues?

4. www.innonet.org | Slide 4 | @InnoNet_Eval Presenters Johanna Morariu Director, Innovation Network jmorariu@innonet.org @j_morariu Will Fenn Associate, Innovation Network wfenn@innonet.org @wtfenn Lisa Ranghelli Director of the Grantmaking for Community Impact Project, NCRP lranghelli@ncrp.org @NCRP

5. Webinar Agenda www.innonet.org | Slide 5 | @InnoNet_Eval 1 Pathfinder: 9 Steps to Advocacy Evaluation Innovation Network 2 Real Results Report NCRP 3 Resources 4 Q&A

6. www.innonet.org | Slide 6 | @InnoNet_Eval Pathfinder Series Advocacy Funder’s perspective evaluation

7. www.innonet.org | Slide 7 | @InnoNet_Eval Steps to Advocacy Evaluation Evaluation Purpose Roles & Responsibilities Theory of Change What to Measure Methodology & Data Collection Analysis, Reflection, & Data Use Communications & Reporting Grantmaking Decisions 9 Checking the Big Picture 1 2 3 4 5 6 7 8 9

8. www.innonet.org | Slide 8 | @InnoNet_Eval Evaluation Purpose1 Why are you conducting the evaluation? Who is the audience? What will the evaluation look at? http://www.flickr.com/photos/zengei/6943077858/

9. www.innonet.org | Slide 9 | @InnoNet_Eval Roles & Responsibilities2 What is your role? What is the grantee’s role? Who will be the evaluator? http://www.flickr.com/photos/wwworks/1384952210/

10. www.innonet.org | Slide 10 | @InnoNet_Eval Theory of Change3 What are your goals? How do those goals align? What are your grantee’s goals? http://www.flickr.com/photos/sidelong/234192777/

11. www.innonet.org | Slide 11 | @InnoNet_Eval What to Measure4 Which external changes will the evaluation measure? What is the evaluation timeline? Which internal changes will the evaluation measure? http://commons.wikimedia.org/wiki/File:Steel_ruler_closeup.jpg

12. www.innonet.org | Slide 12 | @InnoNet_Eval Methodology & Data Collection5 Which evaluation methodology is a fit? Which data collection approaches are a fit? http://www.flickr.com/photos/safari_vacation/8027644078/

13. www.innonet.org | Slide 13 | @InnoNet_Eval Analysis, Reflection, & Data Use6 How often should the data be analyzed? Who should look at the data? How should data be shared?

14. www.innonet.org | Slide 14 | @InnoNet_Eval Communications & Reporting7 Who should be kept in the loop? How can learning be supported? How often should there be communication or reporting? http://commons.wikimedia.org/wiki/File:Geometry_Lessons.j

15. www.innonet.org | Slide 15 | @InnoNet_Eval Grantmaking Decisions8 Should you offer multi-year grants? Should you offer general operating support?

16. www.innonet.org | Slide 16 | @InnoNet_Eval Checking the Big Picture9 Do the decisions for steps 1 – 8 fit together? http://commons.wikimedia.org/wiki/File:Puzzle-piece.jpg

17. www.innonet.org | Slide 17 | @InnoNet_Eval Resources www.innonet.org/resources Pathfinder advocacy evaluation

18. The State of Evaluation Project www.stateofevaluation.org www.innonet.org | Slide 18 | @InnoNet_Eval

19. Question Answer & www.innonet.org | Slide 19 | @InnoNet_Eval

20. www.innonet.org | Slide 20 | @InnoNet_Eval Learn More and Connect innonet.org ncrp.org @Innonet_Eval @NCRP facebook.com/innovation.network facebook.com/NCRPcommunity youtube.com/InnoNetEval youtube.com/NCRP620

21. www.innonet.org | Slide 21 | @InnoNet_Eval Philanthropy’s Promise

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