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Advances in Development
      Evaluation

 InterAction Forum 2012
Session Overview

•   Interactive - audience participation
•   Global Giving’s storytelling work
•   Evaluation of networks
•   Collaborative learning activity
•   Wrap up / Q&A
Introduction
• The Rockefeller Foundation Evaluation
  Office is supporting innovative evaluation
  approaches, new methods and tools and
  evaluation capacity development
• This session presents the work of two of
  RF’s grantees who are key contributors to
  advances in development evaluation
Tell us about something that surprised you at InterAction yesterday.

                              SKILLS

                                                      OTHER




                                                         THE
    IDEAS
                                                         EXPERIENCE


 What is your story about?
 Place it somewhere inside the triangle, or in the “other” box.
InterAction - Rockefeller - TCC - GlobalGiving
GlobalGiving Last Week
GlobalGiving Impact Framework


          Catalyze Marketplace of $, Info, Ideas



  Accessible to Growing # of More Effective Orgs


           Democratizes Aid and Philanthropy
Design Model: Yelp! Changes the Market
Closing the Broken Feedback Loop



      Feedback makes it safe (and satisfying) to give to
         riskier (but maybe better performing) orgs.




        Feedback identifies great NGOs and helps them learn.




     Resulting data is useful for other funders, NGOs, government
                       agencies, and researchers.
InterAction - Rockefeller - TCC - GlobalGiving
Methodological Logic

                             Story Capture




                          Many
                                          Emergence       Self-Signification
   Act on Insights      Narratives



                               Contextualized
                                 Statistics



                                                    Visualization
           Discussion                           (Theme, Geo, Org, Tim
                                                         e)
What’s working?


                   • Real-Time Decision-Making Aid for GlobalGiving
      Working!     • Story Patterns Illuminate Needs
                   • Actionable Constituent Voice


                   • Performance Dashboard for NGOs
     Promising!    • Methodology Recognized as Useful
                   • Interoperability with other Monitoring Tools


                   • Globally Scalable Collection Infrastructure
  Working on it!   • Market-Driven Incentives for Story Collection
                   • Open-Source Analysis Tools
Evaluating
Coalitions and Networks
                               Jared Raynor
                            Director of Evaluation

                        InterAction Conference
                               May 2012




 strategies to achieve social impact
InterAction - Rockefeller - TCC - GlobalGiving
Logic Model: Advocacy Initiatives

   Acting                              Project Inputs/                Strategies:           Outcomes:                                                                                     Impact:
Organization:                            Resources:
                               Advocacy Staff:                     Issue analysis/
                               •Time, experience and                  research




                                                                                                                                                                                             Improvement in the Quality of Living for the Community
                               expertise                                                  Better defined and




                                                                                                                    Change in Social Structure Reflecting Positive Social Justice Shift
                               (administrative, legislativ
   Nonprofit or Advocacy




                                                                                          framed problems
    coalition as a strategy)




                                                                  Media advocacy/
     Organization (uses




                               e, election-related and
                                                                  Public awareness
                               legal)
                                                                       raising
                               •Core skills
                               (analytical, communicatio                                  Issues more clearly set
                               n, research, etc.)                    Grass roots          on the public agenda
                                                                     organizing           and gain prominence
                               Funding:                                                   (momentum, interest, a
                               •Monetary resources                Coalition building/     wareness, etc.)
                               •Non-monetary/ non-staff             networking
                               resources (e.g.
                               volunteers, in-kind                                        Policy makers adopt
                               donations)                          Policy analysis/       new policies based on
 Coalition/Network




                                                                      research            the agenda / do not
  (as an Actor as
   compared to a




                               Organizational                                             adopt harmful policies
      strategy)




                               Reputation:                           Legal action
                               •Advocacy related
                               •General perception as a          Lobbying and direct      Policy decisions
                               quality organization                 policy-maker          effectively
                               •Representative for base              influence            implemented
                               constituency
                                                                 Assure good policy
                               Network:                            implementation
                               •Policy makers                      (Administrative/       Impact of new policies
                               •Partner organizations                Regulatory           is evaluated
                               •Media                            oversight, TA, monit
                               •Mobilized base                       oring, etc.)

                                                                                                                                                    (C) TCC Group 2010
Continuum of Inter-Organizational
              Relationships (IORs)

                                                     Mutual                                            Merger
                                                  Accountability
                                                                                       Joint Venture


                                                                         Strategic Alliance

                                                          Collaboration                                    Formal
  Informal
Organization                                                                                             Organization
                                                Coalition

                              Formal Network


                  Committee
                                                    Separate
                                                  Accountability
Informal Network


    Adapted from: Wolf, T. (2003). A Practical Approach to Evaluation of Collaborations. In T.E. Backer (Ed.). Evaluating Community
    Collaborations. New York, NY. Springer Publishing Co. with additional acknowledgement of K. Hobson and M. Hightower King at AEA 2009.
Relationships for What
    Purpose?
•   Respond to complexity
•   Cope with turbulence/complexity
•   Acquire resources (while maintaining autonomy)
•   Decrease transaction costs
•   Gain legitimacy/power



       Positive                 Negative
     Externalities            Externalities
       (Value)                (Congestion)
What Are We Measuring?

         Coalition



        Organization




         Individual
An Entanglement of Relations

                 Coalition

 Organization


                                 Organization            Number of
Individual                                             Relationships
  Organization                                     2 Person Coalition: 8
                                      Individual
                 Organization                      3 Person Coalition: 18
                                                   4 Person Coalition: 32
 Individual


                    Individual
A Simplified Approach for
       Evaluation
                                  Network/
Member
                                  Coalition                                    Outcomes
Capacity
                                  Capacity




           Image credit: http://www.cugelman.com/research/united-nations-web-network.htm
Member Capacity
Member Capacity

   •   What do you want to get out of the network/coalition?
   •   How do you justify your involvement?
   •   How much time can you devote?
   •   What can you offer?
                               Individual Capacity
              Network                                    Coalition
Boundary spanners                      Skill/knowledge to work collaboratively
Time/space to engage in network        Time and Commitment to working in
                                       coalition
Relevant skills and interest           Relevant decision-making authority
Desire to be part of something         Strategic use of coalitions to fill critical
bigger                                 gaps and leverage resources toward
                                       achieving your mission
Coalition/Network Capacity:
A Framework
The Critical Organizational Capacities for Advocacy Initiatives: The Logic Model “Inputs”   Initiative Logic Model


Leadership:


                                             Management:               Technical:
                                                                                                  Issue analysis/
                                                                                                  research




                                                                                                                        Improvement in the Quality of Living for the Community
                                                                                                  Media advocacy/
                                                                                                  Public awareness
                                                                                                  raising


                                                                                                  Grass roots
                                                                                                  organizing


                                                                                                  Coalition building/
                                                                                                  networking


                                                                                                  Policy analysis/
                                                                                                  research
Adaptability:
                                                                                                  Legal action

                                                                                                  Lobbying and
                                                                                                  direct policy-
                                                                                                  maker influence

                                                  Access                                          Administrative/
                                                                                                  Regulatory
                                                 window of                                        implementation
                                                opportunity/                                      influence

                                                  threat:
                                                  •Offense
                                                  •Defense


                                                  Org. Culture
                                                                                                   (C) TCC Group 2008
A Few Key IOR Capacities

    Value                             Goal
  Proposition                       Destination
(Why is this IOR the             (What is the IOR
  right approach?)              trying to achieve?)

• Rules, procedures and decision-making
• Action/Exchange-oriented
• Leadership
                        Entropy        Bureaucracy
                       (disorder)        (rigidity)
Multiple Levels of Outcome

                                             Community
                         Community            Impact/
                                             Outcomes
Development
  of IOR
                          Coalition/
                          Network


                        Organization


                                          Benefits to
                                         Organizations
                         Individual
  Benefits to
  Individuals
Capturing ‘Externalities’

              • Sustained networks/relationships
                (Relationships hurt)

              • Reduced sense of isolation (Personality
                conflicts)

• Better implementation/coordination of actual programs
  addressing the issue (More entrenched programming)

• Cross-fertilization and Innovative ideas (Group think)

• Other specific project goals met
Outcome questions for IORs in
          Emergency Settings
• Has the IOR increased the ability to coordinate during varying
  stages of the emergency, including preparation?

• Did the IOR reduce political complexity?

• Did the IOR reduce or increase time and resource constraints?

• Has the IOR increased the reliability of information available?

• Has the IOR facilitated overcoming infrastructure challenges?

• Has the IOR enhanced the well-being of personnel?

• Has the IOR facilitated better relationships with affected
  populations and donors?

• Has the IOR increased ability to engage with the media?
Conclusion
Contact Information


      Jared Raynor
   Director of Evaluation

      TCC Group
    www.tccgrp.com
Leveraging the Evaluator

• Navigate power differentials
• Use to:
   • Build (inform development)
   • Sustain (strengthen existing
     performance; identify
     inefficiencies)
   • Reflect (accountability for
     resources and prep for future)
• Understand how to position
  yourself in a network
• Help articulate goal destination
  and value proposition
Mobile Phone Principles of Good
           IOR Behavior

1 Getting the Right
  Plan
• What do you need to
  accomplish?
• Do you have
  appropriate
  bandwidth (value vs.
  congestion)?
• Right amount of
  minutes/airtime?
Mobile Phone Principles of Good
              IOR Behavior
                                           2 Aware of Surroundings
                                           • How should others contact
                                                you? You contact them?
                                           • Are you talking too loudly?
                                                            Too quietly?
                                              • How much background
                                                         noise is there?



Photo source: whatisacellphonejammer.com
Mobile Phone Principles of Good
IOR Behavior




       3
       •
           Strategic Use
           Do you have the right
           connections?
       •   Are there new apps?
       •   Are you playing too much Angry
           Birds?
       •   Rate/assess your experience
Mobile Phone Principles of Good
           IOR Behavior

1 Getting the Right
                                 2    Aware of Surroundings
                                    • How should others contact
  Plan                                   you? You contact them?
• What do you need to               • Are you talking too loudly?
  accomplish?                                        Too quietly?
• Do you have                          • How much background
  appropriate
  bandwidth (value vs.
                         3
                         •
                             Strategic Use
                             Do you have the right
                                                   noise is there?
  congestion)?
                             connections?
• Right amount of
                         •   Are there new apps?
  minutes/airtime?
                         •   Are you playing too much Angry
                             Birds?
                         •   Rate/assess your experience

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InterAction - Rockefeller - TCC - GlobalGiving

  • 1. Advances in Development Evaluation InterAction Forum 2012
  • 2. Session Overview • Interactive - audience participation • Global Giving’s storytelling work • Evaluation of networks • Collaborative learning activity • Wrap up / Q&A
  • 3. Introduction • The Rockefeller Foundation Evaluation Office is supporting innovative evaluation approaches, new methods and tools and evaluation capacity development • This session presents the work of two of RF’s grantees who are key contributors to advances in development evaluation
  • 4. Tell us about something that surprised you at InterAction yesterday. SKILLS OTHER THE IDEAS EXPERIENCE What is your story about? Place it somewhere inside the triangle, or in the “other” box.
  • 7. GlobalGiving Impact Framework Catalyze Marketplace of $, Info, Ideas Accessible to Growing # of More Effective Orgs Democratizes Aid and Philanthropy
  • 8. Design Model: Yelp! Changes the Market
  • 9. Closing the Broken Feedback Loop Feedback makes it safe (and satisfying) to give to riskier (but maybe better performing) orgs. Feedback identifies great NGOs and helps them learn. Resulting data is useful for other funders, NGOs, government agencies, and researchers.
  • 11. Methodological Logic Story Capture Many Emergence Self-Signification Act on Insights Narratives Contextualized Statistics Visualization Discussion (Theme, Geo, Org, Tim e)
  • 12. What’s working? • Real-Time Decision-Making Aid for GlobalGiving Working! • Story Patterns Illuminate Needs • Actionable Constituent Voice • Performance Dashboard for NGOs Promising! • Methodology Recognized as Useful • Interoperability with other Monitoring Tools • Globally Scalable Collection Infrastructure Working on it! • Market-Driven Incentives for Story Collection • Open-Source Analysis Tools
  • 13. Evaluating Coalitions and Networks Jared Raynor Director of Evaluation InterAction Conference May 2012 strategies to achieve social impact
  • 15. Logic Model: Advocacy Initiatives Acting Project Inputs/ Strategies: Outcomes: Impact: Organization: Resources: Advocacy Staff: Issue analysis/ •Time, experience and research Improvement in the Quality of Living for the Community expertise Better defined and Change in Social Structure Reflecting Positive Social Justice Shift (administrative, legislativ Nonprofit or Advocacy framed problems coalition as a strategy) Media advocacy/ Organization (uses e, election-related and Public awareness legal) raising •Core skills (analytical, communicatio Issues more clearly set n, research, etc.) Grass roots on the public agenda organizing and gain prominence Funding: (momentum, interest, a •Monetary resources Coalition building/ wareness, etc.) •Non-monetary/ non-staff networking resources (e.g. volunteers, in-kind Policy makers adopt donations) Policy analysis/ new policies based on Coalition/Network research the agenda / do not (as an Actor as compared to a Organizational adopt harmful policies strategy) Reputation: Legal action •Advocacy related •General perception as a Lobbying and direct Policy decisions quality organization policy-maker effectively •Representative for base influence implemented constituency Assure good policy Network: implementation •Policy makers (Administrative/ Impact of new policies •Partner organizations Regulatory is evaluated •Media oversight, TA, monit •Mobilized base oring, etc.) (C) TCC Group 2010
  • 16. Continuum of Inter-Organizational Relationships (IORs) Mutual Merger Accountability Joint Venture Strategic Alliance Collaboration Formal Informal Organization Organization Coalition Formal Network Committee Separate Accountability Informal Network Adapted from: Wolf, T. (2003). A Practical Approach to Evaluation of Collaborations. In T.E. Backer (Ed.). Evaluating Community Collaborations. New York, NY. Springer Publishing Co. with additional acknowledgement of K. Hobson and M. Hightower King at AEA 2009.
  • 17. Relationships for What Purpose? • Respond to complexity • Cope with turbulence/complexity • Acquire resources (while maintaining autonomy) • Decrease transaction costs • Gain legitimacy/power Positive Negative Externalities Externalities (Value) (Congestion)
  • 18. What Are We Measuring? Coalition Organization Individual
  • 19. An Entanglement of Relations Coalition Organization Organization Number of Individual Relationships Organization 2 Person Coalition: 8 Individual Organization 3 Person Coalition: 18 4 Person Coalition: 32 Individual Individual
  • 20. A Simplified Approach for Evaluation Network/ Member Coalition Outcomes Capacity Capacity Image credit: http://www.cugelman.com/research/united-nations-web-network.htm
  • 22. Member Capacity • What do you want to get out of the network/coalition? • How do you justify your involvement? • How much time can you devote? • What can you offer? Individual Capacity Network Coalition Boundary spanners Skill/knowledge to work collaboratively Time/space to engage in network Time and Commitment to working in coalition Relevant skills and interest Relevant decision-making authority Desire to be part of something Strategic use of coalitions to fill critical bigger gaps and leverage resources toward achieving your mission
  • 24. The Critical Organizational Capacities for Advocacy Initiatives: The Logic Model “Inputs” Initiative Logic Model Leadership: Management: Technical: Issue analysis/ research Improvement in the Quality of Living for the Community Media advocacy/ Public awareness raising Grass roots organizing Coalition building/ networking Policy analysis/ research Adaptability: Legal action Lobbying and direct policy- maker influence Access Administrative/ Regulatory window of implementation opportunity/ influence threat: •Offense •Defense Org. Culture (C) TCC Group 2008
  • 25. A Few Key IOR Capacities Value Goal Proposition Destination (Why is this IOR the (What is the IOR right approach?) trying to achieve?) • Rules, procedures and decision-making • Action/Exchange-oriented • Leadership Entropy Bureaucracy (disorder) (rigidity)
  • 26. Multiple Levels of Outcome Community Community Impact/ Outcomes Development of IOR Coalition/ Network Organization Benefits to Organizations Individual Benefits to Individuals
  • 27. Capturing ‘Externalities’ • Sustained networks/relationships (Relationships hurt) • Reduced sense of isolation (Personality conflicts) • Better implementation/coordination of actual programs addressing the issue (More entrenched programming) • Cross-fertilization and Innovative ideas (Group think) • Other specific project goals met
  • 28. Outcome questions for IORs in Emergency Settings • Has the IOR increased the ability to coordinate during varying stages of the emergency, including preparation? • Did the IOR reduce political complexity? • Did the IOR reduce or increase time and resource constraints? • Has the IOR increased the reliability of information available? • Has the IOR facilitated overcoming infrastructure challenges? • Has the IOR enhanced the well-being of personnel? • Has the IOR facilitated better relationships with affected populations and donors? • Has the IOR increased ability to engage with the media?
  • 30. Contact Information Jared Raynor Director of Evaluation TCC Group www.tccgrp.com
  • 31. Leveraging the Evaluator • Navigate power differentials • Use to: • Build (inform development) • Sustain (strengthen existing performance; identify inefficiencies) • Reflect (accountability for resources and prep for future) • Understand how to position yourself in a network • Help articulate goal destination and value proposition
  • 32. Mobile Phone Principles of Good IOR Behavior 1 Getting the Right Plan • What do you need to accomplish? • Do you have appropriate bandwidth (value vs. congestion)? • Right amount of minutes/airtime?
  • 33. Mobile Phone Principles of Good IOR Behavior 2 Aware of Surroundings • How should others contact you? You contact them? • Are you talking too loudly? Too quietly? • How much background noise is there? Photo source: whatisacellphonejammer.com
  • 34. Mobile Phone Principles of Good IOR Behavior 3 • Strategic Use Do you have the right connections? • Are there new apps? • Are you playing too much Angry Birds? • Rate/assess your experience
  • 35. Mobile Phone Principles of Good IOR Behavior 1 Getting the Right 2 Aware of Surroundings • How should others contact Plan you? You contact them? • What do you need to • Are you talking too loudly? accomplish? Too quietly? • Do you have • How much background appropriate bandwidth (value vs. 3 • Strategic Use Do you have the right noise is there? congestion)? connections? • Right amount of • Are there new apps? minutes/airtime? • Are you playing too much Angry Birds? • Rate/assess your experience

Editor's Notes

  • #8: How we think about our impactSustainable marketplaceGrowing #s of participating orgsHelping those orgs be more effectiveUsing data to inform the sector as a whole
  • #9: Michael Luca – Harvard Business School researcherhttp://www.hbs.edu/research/pdf/12-016.pdf+1 star = + 5%-9% RevenueOnly independent restaurants – no effect on chains.Chain restaurant market share declines with Yelp penetration.Yelp covers 70% of restaurants. Seattle Times covers 5% Michelin does not cover Seattle.Individual feedback influences the market.Smart store owners seek feedback and react to it.New markers of quality and reliability.More value created benefitting larger, more local group of restaurants.
  • #10: This is what we’re trying to achieve.But how to we realize these Yelp-like effects within our marketplace?
  • #12: Prompting question or image triggers a lived experienceStoryteller self-indexes story, gives meaning (can be done by others)Software detects visual patterns among storiesSoftware enables deeper dive into individual storiesPeople discuss patterns and story clustersAct on patterns, weak signals, phase shiftsStimulate beneficial patterns; dampen undesirable ones
  • #13: Working! Library of Lived ExperiencesVisualizing Shifting Story PatternsDissemination to Official Aid SectorPossibility of Actionable Constituent VoiceUseful to GlobalGivingPromising!Rolling BaselinesUseful to DonorsUseful for OrganizationsUseful for Beneficiary GroupsInformation Challenges Existing FrameworksCross-Organizational ThinkingWorking on it!Stories facilitate decision-makingStories are basis for evidence-based policy changesFraming the ImpactPeer-to-Peer Knowledge Management
  • #15: This is for an advocacy initiative. Implementing program work is not significantly different.
  • #16: Concept of interorganiztaional relationships comes from Heather Creech and UniversaliaFrequently a conflation in the literature between coalition and networkCoalitions are almost always organized around member organizations, whereas networks are split between member networks and individual networks; however, in both cases, it is individuals that do the activitiesNatural gravitation toward increased structure or chaos leads to fluidity among the types of IOR that a single entity will go through.
  • #17: Important to name these things.
  • #18: So, up to this point you see a notion of convergence—by and large we are talking about nuance on a theme. Thus, the conclusion is one of nuance as opposed to distinct identity. To test whether this holds up, we must dive into the individual indicators and see if at the end they still lend us to this conclusion.
  • #19: Not radically different questions for members to consider—they go through a similar decision-making process.
  • #20: Community: It’s impact on; Increased visibility/knowledge of issue/public willBetter/less fragmented relationships with policy-makers and allies and reduced enemiesNew knowledge/development of good research (increased data) Overcoming important “sticking” points in moving an agenda/policyIncreased coordination of activities and better implementationDevelopment of IOR: Its position (power, centrality, capacity)Increased IOR capacity (e.g., clarity of vision; ability to manage/raise resources; visibility, etc.)Increased quality/prestige/ engagement of membershipIncreased collaboration between IOR members outside the IORMore rapid and organized ability to respondMore important to measure cohesion with network because there is a presupposed cohesion through formalization with coalitionsAbility to promote pair-wise relationshipsDensity as a measure (depth, strength and durability)Organization: Either direct or through individuals enhancing the organization based on experience in the networkNew relationship partnersIndividual: Personal development of skills, sense of belonging/identity, motivation, etc.Increased skills/ capacityIncreased legitimacy/ powerIncreased access to resources (while maintaining autonomy)Increased informationSense of belongingDecreased transaction costsUnit of analysis more likely to center on the individual/organization than the network as a whole.