15 Mar, 2023

Try This: Move Away from Funder-Driven Evaluation

By |2023-03-15T14:54:50-04:00March 15th, 2023|Categories: Research & Evaluation|Tags: , , , |0 Comments

Try this out and let me know how it goes for you.


I was a panelist on a recent webinar, discussing community and structural interventions to support maternal health equity.

During the conversation, I shared an evaluation struggle: 

Evaluation is used to meet funder expectations, instead of serving as a learning tool for organizations.

A few years ago, I worked with an organization that received funding to build their evaluation capacity.

It was fun because I felt like a professor, creating an easy to understand curriculum on evaluation. Also, the staff who self-selected into this process were tasked with training departmental staff in building their evaluation capacity.

Unfortunately, organizations aren’t oriented to see evaluation in this way. Program evaluation is viewed as a means to an end, a funder request to confirm that funding was spent as intended. They’re asked to conduct “rigorous” evaluations on “evidence-based” programs, without any conversation on what rigor and evidence-based actually mean to an organization.

 Before an evaluation begins, I recommend working with programming staff to clarify the program’s purpose AND what program success looks like for staff. Then, you use this to create an evaluation process that balances staff priorities and funder expectations.

This activity is ideal for:

What you’ll need:

  • A setup conducive to capturing ideas (laptop, pen and paper, whiteboard, etc.). Make sure your notes are kept in a place where you can refer back to

The steps:

The goal of this activity is explore what it means to move away from funder-driven evaluation.

A funder-driven evaluation centers funder priorities over staff and program participants. In order to move away from funder-driven evaluation, these commitments are needed:

(more…)

18 Jan, 2023

Try This: Equity Focused Conversations

By |2023-01-20T15:29:10-05:00January 18th, 2023|Categories: Equity & Justice|Tags: , , , |0 Comments

Try this out, and let me know how it goes for you.

During Summer 2020, at the height of the coronavirus pandemic, I participated in a conversation with evaluators who were both working as independent consultants and on staff.

A question was posed:

How can we keep equity at the forefront?

At the time, most of my client organizations had turned their attention to shifting to remote work. One client was already working remotely before the shelter in place orders began. However, they did experience drastic shifts in their programming. 

Staff had to figure out what was “essential” and what wasn’t in terms of how programs were implemented and how these changes would impact staff capacity.

Being nimble is a way of life for my clients. We discuss how this nimbleness can be applied to how they think program implementation. At this time, clients were making quick decisions on which programs were still operational without being in person. If programming could no longer operate as intended, we questioned 1) what can be learned from this, 2) how can they pivot programs deem essential to their work, 3) what qualifies a program as “non-essential”, and 4) how can they make a “non-essential” program more “essential” in the future?

While we focused on supporting our clients, we also felt the uncertainty in our work as evaluators. From paused projects to adjusting how we work, we were challenged with examining current norms, creating new ones, and discovering for ourselves what equity looks like during an pandemic that has illuminated racial, economic, and other public health disparities.

How can equity focused questions lead to organizational change? 

This activity is ideal for:

  • Anyone leading internal organizational equity based initiatives
  • Anyone interested in applying evaluative thinking

Here’s what you need:

  • Schedule time for this activity, where you can work with minimal interruption. Make sure to schedule breaks!
  • Whatever setup you use to capture your process (laptop, pen and paper, whiteboard, etc.). Make sure it’s kept in a place that you can refer back to

The steps:

(more…)
24 Aug, 2022

Try This: Assess Staff & Board Buy-In

By |2022-08-22T13:24:01-04:00August 24th, 2022|Categories: Strategic Planning & Sustainability|Tags: , , , |0 Comments

Try this and let me know how it goes for you.

This post is a follow up to What’s in it for Me? Evaluating Stakeholder Engagement, where I shared, “If [the question] “What’s in it for me?” sounds self-serving, it’s because it is. In order to increase engagement, communities and the people driving the actions to produce change should easily see how their involvement leads to the change they wish to see.”

In other words,  what you’re asking them to do not only has to make sense, but has to be worth it for them.

In theory, as their leader, what you should say goes, right? These days, this isn’t without a lot of push back.

In an ideal situation, you wouldn’t have to convince staff and board that what you want to happen matters. I’m sure it’s frustration when you experience the push back.

I recently finished a project where I observed that the executive director cared about that the process than staff and partners did.

Well, I could tell they understood the importance of the project and how it could support their work, but there was major hesitancy.

Let’s explore getting your staff, board (and anyone else that’s important to your project) on board.

This activity is ideal for:

  • Board of directors, staff, and other stakeholders expected to participate in this project

Here’s what you’ll need:

  • Schedule time for this activity, where you can work with minimal interruption. Make sure to schedule breaks!
  • Whatever setup you use to capture your process (laptop, pen and paper, whiteboard, etc.). Make sure it’s kept in a place that you can refer back to

The steps:

(more…)
15 Jun, 2022

Try This: The SOAR Analysis

By |2022-06-15T15:49:19-04:00June 15th, 2022|Categories: Strategic Planning & Sustainability|Tags: , |0 Comments

This this activity and let me know how it goes.

You’ve probably heard of the SWOT analysis. Strengths, Weakness, Opportunities, and Threats. It’s considered a traditional component of the strategic planning process.

It’s useful, for the most part.

What I mean by this is that, a glaring issue with the SWOT analysis is that the SWOT analysis has a tendency to focus on deficits within an organization, with the intent of fixing issues and problems.

This can often be draining to your stakeholders to always think of the problems.

Another issue with the SWOT analysis is that everyone has to agree that what’s considered a “weakness” or a “threat”, as much as their needs to be agreement on what’s a “strength” or a “opportunity”. This is really based on your perception.

Dismissing the SWOT analysis doesn’t mean dismissing potential barriers to your strategic success, but it does prevent us from creating experiences that’s more engaging during the strategic planning process.

Enter the SOAR analysis.

This activity is ideal for:

  • Board of directors, staff, and other stakeholders involved in your strategic planning process

Here’s what you’ll need:

  • Set aside a full day (or several) for this activity, where you can work with minimal uninterrupted (as we’re still in a pandemic, determine how this will work for an in-person setting or a virtual setting) Make sure to schedule breaks!
  • Whatever setup you use to capture your process (laptop, pen and paper, whiteboard, etc.) but make sure it’s kept in a place that you can refer back to
(more…)
23 Mar, 2022

Try This: Reproductive Justice & Program Design

By |2022-03-23T13:02:14-04:00March 23rd, 2022|Categories: Workshop, Program, & Curriculum Design|Tags: , , , |0 Comments

Try this activity, and let me know how it goes for you.

I partnered with a client organization to engage staff and board of directors in understanding the Reproductive Justice framework, and its application to organizational programming and other areas respective areas.

We started with a RJ 101 session in December 2021, followed by a more advanced training for staff in January 2022.

During the January training, each program was presented, and we discussed, using the insights from the RJ 101 training, how each program currently embodies RJ values and principles OR how the program can apply these values and principles.

In comparison to the Reproductive Health and Rights models, Reproductive Justice is an organizing framework, prioritizing intersectionality and the leadership of communities of color and other marginalized identities to challenge and change structural inequities (Forward Together, 2005).

While the RJ framework is easy to understand and more relevant compared to the “pro choice” vs “pro life” debate, strategizing how to apply the framework outside of traditional community organizing contexts can be a challenge.

So, how can your programs prioritize the voices and leadership of the communities your organization supports? 

This activity is ideal for:

  • Anyone responsible for developing programs and services
  • Anyone responsible for leading and participating in program evaluation activities

Here’s what you need:

  • Set aside a full day (or several days) for strategizing, where you and your staff can work uninterrupted (as we’re still in a pandemic, determine how this will work for an in-person setting or a virtual setting) Make sure to schedule breaks
  • Whatever setup you use to capture your process (laptop, pen and paper, whiteboard, etc.) but make sure it’s kept in a place that you can refer back to

The steps:

(more…)

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