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Fall 2017 Newsletter

Nonprofits and Foundations TIG

A Note from the Co-Chairs

Hello TIG members! We have been busy throughout the spring and summer getting ready for our fall activities. The arrival of Fall is always an exciting time for us because it means that the annual AEA Conference is just around the corner. We look forward to attending the sessions and seeing our colleagues, as well as visiting with the TIG members.

This year, as usual, the TIG has an exciting program with great presentations (submitted by many of you), an interactive business meeting, and a night out with the Community Psychology and Systems in Evaluation TIGs. For more information, look inside this newsletter.

We also have an AEA 365 Blog week coming up on October. We had great submissions to select from and cannot wait to share them.

 

AEA 365 Blog Week

We had many great submissions for the NPF TIG’s AEA 365 Blog Week. TIG members really came through, so we have an exciting line-up of blogs scheduled for the week of October 9th.

When Logic Models Alone Just Won’t Do – Use a Conceptual Framework!

Kristina Jamal, Open Hearts Helping Hands and Jacqueline Singh, Qualitative Advantage, LLC

Foundations Can (and Should) Learn from Grantees

Cheryl Milloy, Marguerite Casey Foundation

Making Values Part of a Foundation’s Evaluation Process

Kelly Hannum, Jara Dean-Coffey and Jill Casey, the Luminare Group

Lead with Learning

Kelci Price, Colorado Health Foundation

Measured Impact: Ways Evaluators Can Work with Foundations to Create a Solid Evaluation Framework

Shanesha Brooks-Tatum, Creative Research Solutions

Essential Elements for Fostering Learning

Julie Slay and Marissa Guerrero, Arabella Advisors

Helping Nonprofits Use Data to Learn (to be posted in December)

Chari Smith, Evaluation into Action


The NPF TIG Needs a Program Co-Chair

The Nonprofits and Foundations TIG is recruiting for a new Program Co-Chair for 2018. This is an exciting opportunity to contribute to the AEA Conference program. This person collaborates with the other Program Co-Chair to coordinate the conference submission reviews and submit the final TIG program to AEA. It also requires participating on the occasional leadership team phone meetings during the year.

If you are interested in this position, there are two ways you can sign up.

1.     Email the TIG Co-Chairs, Karen Jackson and Susan Wolfe at KLTJackson@outlook.com and susan@susanwolfeandassociates.com and let us know you would like to be added to the ballot.

2.     Volunteer at the TIG business meeting at the AEA Conference.

Elections will be held in January 2018.

Business Meeting and TIG Cluster Reception

This year the NPF TIG Business Meeting will be held on Thursday, November 9th from 5:15 p.m. to 6:00 p.m. in the Taylor Room (in the Southwest Foyer Mezzanine Level). We are planning for an interactive meeting that will include a panel discussion to create dialogue between nonprofits and foundations. Keeping with the learning theme of this conference, this discussion will provide nonprofits and foundations with an opportunity to learn from one another. The cluster reception will follow the business meeting from 6:00 p.m. to 7:00 p.m. in the same location.

 

Let’s Get Social!

The Nonprofits and Foundations TIG will be sharing a social event with the Independent Consulting TIG, the Community Psychology TIG, and the Systems in Evaluation TIG. Here are the details:

DATE:              Wednesday, November 8, 2017

TIME:              8:00 p.m. to 10:00 p.m. (or whenever you decide to leave)

LOCATION:    Duke’s Counter (directly across the street from the National Zoo)

                        3000 Connecticut Ave., NW, Suite J

DETAILS:        You are on your own to order and pay for your food and drinks. Just show up during the time-period and say hello to your colleagues and meet      some new ones.

 

Conference Program

We have an exciting conference program planned. To make it easy for you to prepare your conference schedule we have summarized it in this table.

Time

Title

Presenters

Room

Wednesday, November 8, 2017

3:15 p.m.

to

4:15 p.m.

From Learning to Action: Employing Evaluation to Advance the Public Good

Kathy Newcomer

Keynote

4:30 p.m.

to

6:00 p.m.

Building an Evaluation and Learning System: Three Case Examples from Foundations

Suzanne Kennedy Leahy

Chera Reid

Kelci Price

Ian Watt

Virginia C

Shifting the Balance of Power: Evaluating a Foundation’s Effort to Build Local Advocacy Capacity in Sub-Saharan Africa

David Devlin-Foltz

Helena Choi

Rhonda Schlangen

Susan Y. Wood

Carlisle Levine

Roosevelt 2

The Strategy Playbook: A Tool to Support Collective Impact

Albertina Lopez

Mehrnaz Davoudi

Lynda Lee

Taylor

6:15 p.m.

to

7:15 p.m.

Making Foundation Evaluation More Useful: The Potential of Evaluation Advisory Groups

Clare Nolan

Matthew Carr

Gabriel Rhoads

Melinda Tuan

Park Tower Suite 8223

7:00 p.m.

to

8:30 p.m.

Lose the Paper, Gain Better Data

Samantha Bernice Moreno

Elain Donato

Ana Flores

Poster Reception

Thursday, November 9, 2017

8:00 a.m.

to

9:00 a.m.

 

Expanding the Bench in Performance Management: RBA as a Learning Tool to Increase the Numbers of Underrepresented Professionals in Evaluation

Marian Esi Amoa

Karen Hopkins

Randy Nelson

Roosevelt 1

An “Inconvenient Truth” for Evaluators: Credibility-Based Programming for Small Non-Profits can be Optimal

Elizabeth Ashbourne

Amy R. Sokal

Ria Hawks

Dale Miller Hill

Tyler

Not Just About Us, But for Us: Using Participatory Methods in Case Studies to Catalyze Organizational Learning

Tanya Beer

Anne Cullen Puente

Kurian Thomas

Susan Parker

Virginia B

9:15 a.m.

to

10:15 a.m.

Dialogues on Race & Class in America

Melvin Hall

Keynote

10:30 a.m.

to

11:15 a.m.

Scaling Global Nonprofit Evaluation Through Technology and Collaboration

Nick Hamlin

Britt Lake

Sarah Ellison

Virginia B

11:30 a.m.

to

12:15 p.m.

Creating a Viable Organizational Process for Meta-Evaluation Capacity Building

Erin Bock

Jean A. King

Park Tower Suite 8210

The Practice and Promise of Evaluation in Australian Non-Profit Organizations

Alicia McCoy

Virginia B

12:15 p.m.

to

1:15 p.m.

When Does Flexibility Become Contortion? Parameters for Successful Negotiations between External Evaluators and Clients on the Language in Evaluation Reports

Rees Warne

Table 28, Birds of a Feather Gathering

1:15 p.m.

to

2:00 p.m.

Serving Multiple Masters: Evaluating Projects Funded by Multiple Agencies

Erin Bunger

Lina M. Acosta

Park Tower Suite 8210

Building Individual and Collective Capacity Among Nonprofits Working to Reduce Poverty and Homelessness

Susan M. Wolfe

Kyrah K. Brown

Ann Webb Price

Virginia B

2:15 p.m.

to

3:00 p.m.

Random Control Trials: The WorkAdvance Experiences of a Practitioner, Funder, and Convener

Rebecca Kusner

Jill Rizika

Bethia Burke

Park Tower Suite 8210

Using the Practice Profile in Order to Make Foundation Strategy Evaluable

Douglas Easterling

Allison Metz

Washington 6

Making the Move to a More Dynamic Grantmaking Strategy: How Does Evaluation Keep Up?

Laura Hollod

Lisa Frantzen

Wilson A

3:15 p.m.

to

4:15 p.m.

Successful Tools and Strategies for Nonprofit Data Collection

Laura Beals

Kara Colten Bradley

Alysse Henkel

Shahid Umar

Helen Highley

William James Lin

Sydney A. Merz

Jamie Orose

Travis Rutledge

Jackson

Advanced session on designing and implementing an evaluation when the foundation is part of the intervention

Kelci Price

Meg Long

Rebecca Ochtera

Jewla Lynn

Park Tower Suite 8205

The intersection of Evaluation and Strategy: Exploring the Role and Tools Needed for Evaluators to be at the Strategy Table

Jewla Lynn

Hallie Preskill

Marcie Parkhurst

Tanya Beer

Park Tower Suite 8209

Funders, Foundations, and Grantees: High Impact Investments and Collaboration through Evaluation

Tova Hettinger

Caren Bacon

Catherine Harbour

Nina Riza Sabarre

Natalie McKenzie Scarpa

Jessi LaRose

Sara Bobmeyer

Casey Whalen

Deborah L. Rugg

Roosevelt 1

Blurring the Lines: Balancing Accountability and Learning to Maximize Impact

 

Virginia A

Building Organizational Appetite for Measurement, Learning, and Evaluation

Sara Afflerback

Sarah Stachowiak

Devon Meade

Nadine M. Long

Washington 3

4:30 p.m.

to

5:15 p.m.

Driving to Excellence on the Data Highway

Batya Kopelowitz

Maryland B

Seeing the Forest Through the Trees: A Donor’s Trial and Error in Portfolio Evaluation

Megan Colnar

Zsuzsanna Lippai

Park Tower Suite 8210

5:15 p.m.

to

6:00 p.m.

Nonprofits and Foundations TIG Business Meeting

Karen Jackson

Susan M. Wolfe

Taylor

Friday, November 10, 2017

8:00 a.m.

to

9:30 a.m.

Learning in a Time of Change

Marcie Parkhurst

Srik Gopal

Subarna Mathes

Chera Reid

Pamela Schwartz

Park Tower Suite 8217

Creating Evaluation-Driven Learning Environments: Application of Rapid Cycle Learning within National Leadership Development Programs

Lisa Frantzen

Denise E. Herrera

Gaurav Dave

Jeff Moy

Nora Marino

Lydia Isaac

Roosevelt 2

9:45 a.m.

to

10:45 a.m.

How to Create Effective Presentations

Dr. John Medina

Keynote

11:00 a.m.

to

11:45 a.m.

Why Can’t We Be Friends? Learning to Navigate Evaluator-Intermediary-Funder Relationships to Maximize Learning and Impact

Malgorzata Long

Clare Nolan

Kimberly A. Edmunds

Michael Matsunaga

Madison A

Strategies for Connecting Values to the Evaluation of Leadership Development Efforts in Foundations

Kelly Hannum

Claire Reinelt

Valerie Ehrlich

Micela Leis

Deborah Meehan

Park Tower Suite 8210

“But You Can’t Measure What I Do” – The Success Rubric as a Tool to Measure What Matters

Lauren A. Silverstein

David Grant

Virginia B

1:45 p.m.

to

3:15 p.m.

Journey Toward Using Data to Provide Strategic Guidance and Learning

Pamela Schwartz

Tiffany Clarke

Hallie Preskill

Hoover

Evaluation Evolution: How a Nonprofit’s Evaluation Capacity Needs Change Over Time

Isaac D. Castillo

Mary Kopczynski Winkler

Daniel Tsin

Park Tower Suite 8219

Evaluating Leadership for Social Change

Carlyn Orians

Paula Rowland

Alexander Chew

Roosevelt 5

3:30 p.m.

to

4:15 p.m.

Evaluation in Nonprofits and Foundations: Generating New Insights, Fostering Culture of Learning, and Organizational Change

Karen Jackson

Janine Quintero

Charles H Gasper

Helen Highley

Luz Gomez

Virginia A

Approaches to Learning in Challenging Moments

Ellen Irie

Michael Patrick Arnold

Virginia B

5:30 p.m.

to

6:15 p.m.

Supporting and Evaluating DEI in Grant Making: From Theory to Practice

Julie Slay, Nancy Chan

Park Tower Suite 8210

Whole is Greater than the Sum of Parts: Designing a Portfolio Measurement Approach

Tanya Lalwani

Christina Bernadotte

Julie Rajaratnam

Kristy Kade

Wilson C

6:30 p.m.

to

7:15 p.m.

Effective Evaluation: Lessons Learned from Nonprofits and Foundations Working in Communities Across Diverse Sectors

Daniel Finkelstein

Dominica McBride

Jennifer Mortensen

Gene Ann Shelley

Dana M. Petersen

Kaye Kavanagh

Gail Vessels

Bela Moté

Roosevelt 3

Saturday, November 11, 2017

8:00 a.m.

to

9:00 a.m.

From Iteration to Impact: How Foundations are Using New Models of Evaluation to Learn in Real Time

Rachel Mosher-Williams

Chera Reid

Courtney L. Brown

Park Tower Suite 8210

Accelerating Evaluation: A Think Tank with Michael Scriven and the Faster Forward Fund Advisory Committee

Michael Scriven

E. Jane Davidson

Sarah Mason

Charmagne Campbell-Patton

Allyson Krupar

Anna Malsch

Park Tower Suite 8217

9:15 a.m.

to

10:00 a.m.

The Art of Adaptation: Insights from Systems and Community Change Evaluation

Julia Coffman

Sonia Taddy Sandino

Clare Nolan

Bernadette Sangalang

Park Tower Suite 8210

Scaling social innovation: Fostering Strategic Learning through Evaluation to Support Strategies that Scale

Katelyn Mack

Elizabeth McGee

Ross Lescano Lipstein

Virginia A

Mixing Apples with Oranges – Using Meta-Analysis to Synthesize Evaluations of a Diverse Portfolio: Example from the Social Innovation Fund

Xiaodong Zhang

Jing Sun

Lily Zandniapour

Virginia B

10:15 a.m.

to

11:00 a.m.

Bringing Stakeholders to the Table: Using Data Placemats for Participatory Analysis in Nonprofit and Foundation Settings

Laura Beals

Sara Afflerback

Susan Foster

Kendra M. Lewis

Roosevelt 3

11:15 a.m.

to

12:00 p.m.

Evaluation and Learning in an Uncertain Political Environment: Lessons from the Affordable Care Act (ACA)

Joelle Katherine Greene

Sonia Taddy Sandino

Lori Nascimento

Raul Martinez

Nicole Pritchard

Kristina Faeldan

Victoria Perera

Virginia A

12:15 p.m.

to

1:15 p.m.

Call for Embedded Evaluation

Rashad Massoud, MD, MPH, FACP

Keynote

 

NPFTIG Leadership Contact Information

We welcome questions and comments. Our contact information is below:

 

Co-Chair

Karen Jackson

Katalyst Innovative Consulting Services

Greensboro, NC

Tel: 601-347-6093 

Email: kltjackson@outlook.com

 

Co-Chair

Susan M. Wolfe

Susan Wolfe and Associates, LLC

Dallas, TX

Tel: 682-472-1161

Email: susan@susanwolfeandassociates.com

Program Co-Chair

Molly Hamm-Rodriguez

University of Colorado at Boulder

Tel: 913-636-9669

Email: mollymhamm@gmail.com

Program Co-Chair

Katelyn Mack

FSG

San Francisco, CA

Tel: 415-689-3874 

Email: katelyn.mack@fsg.org

Webmaster

Carlye Gates

RTI International

Durham, NC

Tel: 904-718-9117

Email: carlyegates1@gmail.com