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: