Tools and Resources for Assessing Social Impact

TRASI

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Tag: strategy

Sort your search results by name, sponsor, or approach type. For a complete overview of an approach, click on its name. To save or print your results in Excel, please select from the checkboxes on the right and click on the printer icon in the top right corner of the table.


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A Practical Guide for Engaging Stakeholders in Developing Evaluation Questions

This practical guide offers best practices that encourage soliciting input from stakeholders early in the evaluation design process to address
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This practical guide offers best practices that encourage soliciting input from stakeholders early in the evaluation design process to address specific stakeholder interests for improving program effectiveness, influencing policy decisions, and instituting behavioral and organizational change. The guide describes a five-step process for engaging stakeholders in developing evaluation questions, and includes four worksheets to facilitate the planning and implementation of a stakeholder engagement process.  
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Focus: Organizational Effectiveness, Social Impact

Tags: guide, strategy, worksheet

FSG

Best PracticeGeneral

External Review of Program Strategy (Getting an Expert View)

This is a method to assess foundation strategy and potential for impact. It consists of a wise person review to answer five key questions: 1) Are
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This is a method to assess foundation strategy and potential for impact. It consists of a wise person review to answer five key questions: 1) Are we addressing critical opportunities and needs in the field? 2) Have we devised appropriate strategies for using these opportunities and meeting these needs? 3) Have we effectively implemented our strategies? 4) What should we consider doing differently in the future? 5) What has been the role and/or contribution of the foundation as a funder in the field? How are the foundation and its grants perceived? The method can be and has included field-wide surveys, commissioned papers by field experts, and expert panel meetings.  
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Focus: Organizational Effectiveness, Social Impact

Tags: case study, strategy

Doris Duke Charitable Foundation

MethodPhilanthropy

Metrics that Matter

Transactions – Transformations – Translations: Metrics That Matter for Building, Scaling, and Funding Social Movements, a report from USC Program
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Transactions – Transformations – Translations: Metrics That Matter for Building, Scaling, and Funding Social Movements, a report from USC Program for Environmental and Regional Equity (PERE) with support from the Ford Foundation, provides an evaluative framework and key milestones to gauge movement building. This best practice aims to bridge the gap between the field of community organizing that relies on the one-on-one epiphanies of leaders and the growing philanthropic emphasis on evidence-based giving. The report stresses three main insights: any good set of movement metrics should capture quantity and quality, numbers and nuance, transactions and transformations; a movement is more than one organization; and metrics must be co-created, not imposed. The report also offers a set of recommendations to funders and the field, ranging from practical steps (like building a new toolbox of measures, improving the capacity to use them, and documenting innovation and experimentation) to more far-reaching suggestions about leadership development, the connection of policy outcomes with broader social change, and the need to generate movement-level measures.  
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Focus: Organizational Effectiveness, Social Impact

Tags: guide, indicators, strategy

USC Program for Environmental and Regional Equity

Best PracticeCivil,
Public Affairs

Performance Information that Really Performs

This is a best practice that outlines a series of steps. The steps are to develop guiding principles, access current practice, determine what
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This is a best practice that outlines a series of steps. The steps are to develop guiding principles, access current practice, determine what information is needed, design tools and procedures to gather information, gather the information, translate it to action, and ultimately engage in a process of reflection and if needed correction.  
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Focus: Organizational Effectiveness, Social Impact

Tags: guide, strategy

Jill Blair, Fay Twersky

Best PracticeGeneral

Program and Policymaking Evaluation

This is a best practice on how to make effective decisions about program funding and support. It addresses cross-cutting programming and policy
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This is a best practice on how to make effective decisions about program funding and support. It addresses cross-cutting programming and policy decisions and utilizes information gathered and synthesized from both project level and cluster level evaluation.  
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Focus: Social Impact

Tags: guide, strategy

W.K. Kellogg Foundation

Best PracticePhilanthropy

Project Level Evaluation: Implementation Evaluation

This is a best practice to help with the planning, setting up, and carrying out of a project and with the documentation of the evolution of a
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This is a best practice to help with the planning, setting up, and carrying out of a project and with the documentation of the evolution of a project. It enhances the likelihood of success by providing indications of what happened and why.  
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Focus: Organizational Effectiveness, Social Impact

Tags: guide, strategy

W.K. Kellogg Foundation

Best PracticeGeneral

Theory of Change Community

The TOC website is devoted to the methodology, use and practice of Theory of Change. At this site you'll find, among other things: 1) When TOC can
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The TOC website is devoted to the methodology, use and practice of Theory of Change. At this site you'll find, among other things: 1) When TOC can help you and how (planning, re-grouping, evaluation, board meetings); 2) How it is best applied (should the scope of your engagement be a day, a month, or a year?); 3) How TOC can be the basis for a major organizational shift towards focusing on outcomes and accountability, while remaining participatory and transparent; and 4) How TOC has been used recently in key topic areas such as social justice, women’s movements, international justice, youth development, structural racism and more. Additionally, the site features a Facilitator’s Guide, published by the Aspen Roundtable, numerous PowerPoints showing the steps to creating TOCs, and finally, the Theory of Change Online, a web-based online drawing tool and database custom designed to create, store, and share Theories of Change. ActKnowledge also offers training and workshops to assist organizations in developing their TOCs.  
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Focus: Organizational Effectiveness, Social Impact

Tags: case study, framework, guide, strategy, training

ActKnowledge

MethodGeneral
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