Random Thoughts on Life and Work

April 12, 2007

Evaluation In Philanthropy

Filed under: Charities, Charity, Management, Non-Profit, Strategy — rallyfan @ 4:10 pm

I recently received an article via e-mail that I found very thought provoking and frankly a bit challenging.  The original article is unfortunately behind a subscription wall so I can’t link to it but it was written by Michael Scriven and published in the Grantmakers Evaluation Network, vol. 7, No. 1, Winter 2000.  The article was written specifically to foundations and is titled Evaluation and the Philanthropic Fallacy.

In the article is this paragraph:

Without serious evaluation and needs assessment, you have no way of knowing that you are providing help to those who need it most; you have no way of knowing whether what you’re providing for them is the best you could provide, given your resources; and you have no way of knowing whether the way in which you provide it is anything like optimal – even within the foundation’s chosen mission area.  It follows that you have no way of knowing whether you are grossly abusing the funds and other resources in your charge.

Substitute the word foundation with your organization’s name.  One of the points that this presentation makes is that we in the non-profit world often mistakenly think that implementing a systematic evaluation process is a misuse of donor funds.  After all, if they are not going directly to the program then they are counted as overhead or administrative expense and we need to avoid those expenditures whenever possible.

Scriven makes the case, and I tend to agree with him, that evaluation should be considered part of program expense.  When properly conducted, evaluation systems will lead to improvement in the efficiency and effectiveness of the non-profit organization.  Too often we are running hard and fast to respond to the world’s problems (or at least those in our neighborhood) and don’t stop to think about doing our best.  Good implementation of evaluation systems should improve the payoff from the organization’s program expenditures.  If for no other reason than the organization learns what it did wrong and sets a process for correction.  While Scriven is pointing the finger at foundations, the principles apply to non-profit organizations in general.

Apart from its role as (1) a multiplier of the effectiveness of existing efforts, evaluation has other functions: (2) the accountability function – showing the trustees and the public sector that you are performing optimally; (3) the learning function – by learning from mistakes as well as successes, you find where you can do the most good (this means that negative results are treated as being just as important as positive ones, which usually calls for a culture shift in a nonprofit; (4) the research function, adding to our generalizable and specific knowledge; and (5) the motivational function. . . . The bottom line is that the absence of serious professional evaluation – evaluation which is itself critically evaluated to make sure it’s doing what it’s supposed to do – is not just sign of bad management in the nonprofit, it is a sign of dereliction of duty.

Building evaluative capacity into program offerings is increasingly important.  Without some method of examining our work, do we know for sure that we are doing the best we can?  Oh, and as Scriven points out in closing – evaluate the evaluators.  “And never hire an evaluator who can’t suggest ways to get her or his work evaluated.”

April 5, 2007

Are You A Pinhead?

Filed under: Internet, Marketing Communications, Non-Profit, Promotion, Strategy — rallyfan @ 6:12 am

Since you’re reading this blog, probably not.  Some people might question why this blog but that is a different issue.

The issue of corporate transparency continues to be debated in many circles.  Church of the Customer has a great post about the challenges we face in trying to convince our employers or clients to open the doors to their organization.  You can find the post here.  Look at the last couple of paragraphs in particular.

Take a moment to read it and then think about the “pinheads” you have had to deal with.

April 3, 2007

In Closing (Project Part 9) – 10 Things I Learned

Filed under: Management, Non-Profit, Strategy — rallyfan @ 2:40 pm

This is kind of a “What I Learned” type of post that I hope will be a helpful summary of the overall project and its parts.  While it is far from over – there is much to do yet to implement the recommendations – this will probably be my final post in this series.

 If you are new to this series here are the links to the earlier parts:

This was an interesting project to engage in as it is a great study in human dynamics and interactions.  I will note this as an overriding comment – it is better to engage in the study and analysis process before implementing a reorganization rather than after.  And while the department VP felt that changes were needed immediately, it has complicated the working relationships and has caused some angst for the staff. 

Okay, here is the “What I Learned” list:

  1. As I said earlier, do the study before the change begins.
  2. If an interim change occurs, clarify roles and responsibilities.  Just because reporting relationships change, don’t assume that everyone will know or accept changes in responsibilities, even if they are intended.
  3. Communicate, communicate, communicate.  Here is where I probably screwed up more than I should have.
  4. The interview process is difficult.  When merging two departments into one and looking for efficiencies, be prepared to engage multiple people multiple times. 
  5. Have a set number of questions that you ask everyone during the interview process.  Let the rest of it flow freely as you will learn a lot by listening to the random conversation.  Continue to probe.
  6. Go faster rather than slower.  While it is hard to engage in a project like this and get your regular duties accomplished, it is important that the process go quickly.  The longer it goes, the more unsettled people become.  and they won’t continue to accept the statement, “Just be patient.”
  7. Be prepared for the department head to have his or her own concept of what is needed.  While this didn’t necessarily happen to me, I was prepared for it. 
  8. Be prepared for resistors.  They will resist the process and the change.  And it may not be open resistance.  It will be evident in the “letting go” of some responsibilities and the grabbing of others.
  9. Some times it is advantageous to have someone in the department run the project.  In other times it might not.  Know your staff and their capabilities.  Know your staff and their personalities. 
  10. If a management change is going to occur, you will need to wrestle with the implications of that.  This seems to be especially difficult in the non-profit arena and certainly more difficult for some people rather than others.

I hope that helps.  If you have any questions or comments, I would love to hear them.

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