Slides for An Introduction to Results Reporting Webinar

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Introduction to Results ReportingToday’s Presenters

Ken BergerPresident & CEO

Leonie GilesSenior Program Analyst

Dr. Robert M. PennaInternational Coordinator and

Consultant for Charity NavigatorAuthor  of The Nonprofit Outcomes Toolbox

Sandra MiniuttiVice President, Marketing &

CFO

Charity Navigator

To help charitable givers/ social investors make intelligent giving decisions.

To educate donors and policymakers.

To drive more funding to high performing nonprofits.

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Three Dimensions for Wise Charitable Giving / Social Investment Decisions 1) Financial Health2) Accountability & Transparency (especially governance practices)

3) Results Reporting: Outcome focused measures of performance on results are the most important factors indicating if charities are meeting their mission. The core reason they exist!

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Why Are We Adding Results Reporting Metrics?

Why Results? Results (impact, outcomes,

effectiveness, etc.) are becoming the critical indicator of the sector’s success or failure.

An increasing number of donors are asking for them

Having them will put your organization in a better position to have the effectiveness you desire and the funding you require.

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Rita Soronen, CEO of the Dave Thomas Foundation for Adoption,

Explains Why Measuring Results is Important

How Does this fit into the Evolution of our Rating System?

CN 1.0 – Financial AccountabilityLaunched in 2002 with 1,100 charities

CN 2.0 – Organizational Accountability Launched Sept 20, 2011 with 5,500 charities

CN 3.0 – Mission AccountabilityMethodology released and data collection begun Jan 2013, with a goal of 10,000 charities rated by end of 2016.

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Dispelling the Myth:Charity Navigator’s Results Reporting

Requirements Are Not… An assessment of the quality of your results A comparison of your specific results or metrics against

other charities A complex and lengthy set of metrics An evaluation system that requires your organization to

meet all standards to get a high rating

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Results Reporting Is… An assessment of how charities come to know, use, and

share their results with stakeholders, including donors We are looking to see that you are reporting on

demonstrably important measures, and showing how your organization learns and improves based on those measures (i.e. learning and improving over time is more important than a ‘snapshot’ of results)

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Results Reporting CN 3.0 = Mission Accountability

1. Alignment of Mission, Solicitationsand Resources

2. Results Logic and Measures

3. Validators

4. Constituent Voice

5. Published Evaluation Reports10

When Will This Impact Your Rating?

Not Anytime Soon!

As we collect the data, we will present it for informational purposes.

Will not impact star ratings until we have the data for 10,000 charities and have developed a scoring system.

Our target is end of 2016 should adequate funding get us to scale by then.

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But, Don’t Wait.

NOW is the Time to Start

So your charity isn’t empty handed when Charity Navigator gets to the finish line.

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However, One Item Will Impact Your Rating Next Year

Element One: Alignment of Mission, Solicitations and

Resources

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Example of Element 1

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Element Two: Results Logic and Measures

Is the organization’s causal logic, its theory of change, plausible? Is there an indication of how much of the action is required to

produce the pre-defined outputs and outcomes? Is this logic based on reasonable evidence? Are there specified measures (indicators) to be collected and a

plan to do so? This is a key element. If you get this one right, then you are

already above standard.

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Example of Element 2

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Element Three: Validators

Have your charity’s results been vetted by another organization?

Not every charity and cause area will have a validator. That will not diminish your rating.

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Example of Element 3

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Element Four: Constituent  Voice How well does your charity collect and publish

feedback from your primary constituents (the people who are meant to be the direct recipients of benefits created by the organization’s actions.)

May not apply to every cause areas, but will apply to most.

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Example of Element 4

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Element Five: Published Evaluation Reports

Does your charity publish evaluation reports that cover the results of its programs at least every five years?

Are those reports based on recognized techniques to understand your results?

Does you charity explain what, if anything, it is changing as a result of the findings in the evaluation report?

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Example of Element 5

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How Can Your Charity do Well

on Results Reporting?

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1) Clearly Articulate Programs On 990

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2) Read up on our methodology

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3) Registered RepresentativeBenefits Suggest basic info updates: contact, mission, tag line 4-star charities: logos, promotional tools Post a comment Notify CN about improvements to A&T data

See our blog for more details & instructions on how to sign up http://goo.gl/2fI7RZ

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4) Respond when you receive the survey

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5) Give us suggestions particular to your cause area

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6) Learn more with these resourcesBooks /Articles/ Studies

1. The Battle for the Soul of the Nonprofit Sector , Berger, Penna

and Goldberg, Philadelphia Social Innovation Journal

2. Money Well Spent by Paul Brest, et. Al

3. Working Hard and Working Well, by David E. K. Hunter

4. Billions of Drops in Millions of Buckets by Goldberg

5. Leap of Reason by Mario Marino

6. The Nonprofit Outcome Toolbox by Dr. Robert Penna

7. Charity Navigator’s webinar on how to use our site

8. Saving Philanthropy

9. Independent Sector’s Charting Impact

10. PerformWell

Q & A

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For Additional Questions or Suggestions

Contact us at

[email protected]

For Attending!