»DOWNLOAD full report here or specific elements of the Toolkit below
»SEE the slide presentation from our recent Evaluation Toolkit webinar
»WATCH the Q&A session from the Toolkit webinar
EVALUATION MATTERS.
Trustees care deeply about impact. Understanding results is part of their fiduciary duty. As foundations strive to improve performance, advance accountability and share knowledge, their desire for evaluation — reliable data on organizational effectiveness — grows.
Based on discussions with trustees, we’ve heard that current evaluation approaches don’t always generate useful information. In too many cases, foundation evaluation practices don't align with trustee needs. Trustees across the United States believe there are ways to improve how we determine the effectiveness of social investments.
FSG Social Impact Advisors, with funding from the James Irvine Foundation, interviewed dozens of foundation trustees, CEOs and evaluation experts to uncover critical issues and exciting ideas related to evaluation. This “toolkit” shares highlights from these interviews, and explores innovative new approaches.
EVALUATION KIT FOR TRUSTEES
Resources: Trustee perspectives on evaluation
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How Foundation Trustees View Evaluation
Highlights of key findings from interviews about evaluation with dozens of foundation trustees, CEOs and evaluation experts.
» Download PDF of this report |
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How Foundation Trustees Use Evaluation
Explore brief case studies that show how foundation trustees are successfully employing different types of evaluation for a variety of purposes.
» Download PDF of this report |
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TOOLS: Examine your evaluation process |
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A Self-Assessment Survey for Foundation Trustees
Complete this simple survey to capture trustee points of view on evaluation purpose, method and cost at your foundation.
» Download PDF of this survey |
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A Framework for Trustee Conversations and A Facilitator’s Guide
Generate dialogue on evaluation and compare trustee points of view with
research findings from the field. A Facilitator’s Guide helps the facilitator plan and lead the discussion.
» Download PDF of the Framework for Trustee Conversations
» Download PDF of the Facilitator’s Guide |
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A Planning Guide for Foundation Trustees
Unravel common evaluation issues and identify strategies others have used. Create a custom action plan for improving performance through evaluation.
» Download PDF of this guide |
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| COMPLETE KIT: Includes all resources and tools. |
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Complete Evaluation Toolkit
A convenient portfolio of all the tools and resources noted above available in one easy download.
» Download the Full PDF of the Toolkit here |
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