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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
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Page 1: Success and Failure in the Evaluation Process

Success and Failurein the Evaluation Process

Kat [email protected]

@KatAthanasiades

Annual Conference 2015, National Harbor, MDGrants Managers Network

Tuesday, March 17, 2015

Page 2: Success and Failure in the Evaluation Process

About Innovation Network

White papers with tips for grantmakers

Kat

Evaluation consulting firm working with foundations and nonprofits

Research on evaluation practice

Page 3: Success and Failure in the Evaluation Process

What does success

mean to you?To your employer?

Page 4: Success and Failure in the Evaluation Process

What does failure

mean to you?To your employer?

Page 5: Success and Failure in the Evaluation Process
Page 6: Success and Failure in the Evaluation Process
Page 7: Success and Failure in the Evaluation Process
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Agenda

Evaluation and grant reports

1

2

3

Evaluation and failure

Embedding “failure reporting” in grant reports

Page 9: Success and Failure in the Evaluation Process

Embedding “failure reporting” in grant reports

Evaluation and grant reports

1

2

3

Agenda

Evaluation and failure

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Planning

Data collection

Analysis & Reflection

Action & Improvement

1

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“failure reporting”

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Risk tolerance

1

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1

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What’s going on over here?

1

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1

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1

How tolerant is your

comes to failure?organization when it

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Embedding “failure reporting” in grant reports

Evaluation and failure1

2

3

Agenda

Evaluation and grant reports

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Planning

Data collection

Analysis & Reflection

Action & Improvement

2

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Planning

Data collection

Analysis & Reflection

Action & Improvement

2

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2

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PlanningWhat 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?

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Basic Grantee InformationGrantee NameGrant AmountTopic AreaGrant Terms

Accountability AssessmentKey Deliverables/ActivitiesOutputsBarriers/OpportunitiesStaff involvement

Grant report example 12

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Impact/Success AssessmentChange Agent TargetedEvidence of Influence

Recommended Next StepsAdditional Follow Up RecommendedNo Follow Up

Grant report example 12

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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

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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

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Organization

Outcomes

Accomplishments

Activities

Successes

Changing context—external factors

Evidence of influence

Grant report example 3

Updates on:

2

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Why is it so hard to use grant reports for evaluation?

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2 The shoe (data) doesn’t fit

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Planning

Data collection

Analysis & Reflection

Action & Improvement

2 This is where grant reports

are often useful

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Planning

Data collection

Analysis & Reflection

Action & Improvement

2 We often lack the data for

the latter stages of

evaluation

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2Trust

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2What pieces of your

reports can be usefulorganization’s grant

to evaluators?

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Evaluation and grant reports

Evaluation and failure1

2

3

Agenda

Embedding “failure reporting” in grant reports

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3 Adjust the reporting structure

Adjust the fields

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3 Encourage risk tolerance

Build trust with grantees

Build trust with board

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Agenda

Evaluation and grant reports

1

2

3

Evaluation and failure

Embedding “failure reporting” in grant reports

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What are your

grantmaking failuressuggestions for capturing

as well as successes?

Page 38: Success and Failure in the Evaluation Process

Success and Failurein the Evaluation Process

Kat [email protected]

@KatAthanasiades

Thank you!

Page 39: Success and Failure in the Evaluation Process

Image creditsSlide 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