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Commissioned by The Annie E. Casey Foundation:

"A Guide to Measuring Advocacy and Policy"

As more foundations and nonprofits have engaged in advocacy and policy work to address public issues and effect social change, there is a growing desire to gauge the impact of investments in this area. How to evaluate the effectiveness of advocacy and policy work is an emerging question of interest within the philanthropic and nonprofit audiences. Answering that question, however, has proven difficult because relatively few instructive resources exist to help those who wish to measure progress in this area.

The Annie E. Casey Foundation commissioned this guide to help determine meaningful ways to measure and evaluate the impact of its advocacy and public policy grantmaking. Although a primary intent of this guide is to contribute practical guidance to the Annie E. Casey Foundation regarding evaluation of the Foundation’s investments, this guide also serves as a broad call to grantmakers to build and advance the field of evaluation in this area.

The overall purpose of this guide is twofold. To help grantmakers think about and talk about measurement of advocacy and policy, this guide puts forth a framework for naming outcomes associated with advocacy and policy as well as directions for evaluation design. The framework is intended to provide a common way to identify and talk about outcomes, providing philanthropic and nonprofit audiences an opportunity to react to, refine and adopt the outcome categories presented. In addition, grantmakers can consider some key directions for evaluation design that include a broad range of methodologies, intensities, timeframes and purposes.

As a companion to this guide, ORS has collected examples of measurement tools that are applicable to advocacy and policy work. These are presented in “A Handbook of Data Collection Tools: Companion to a Guide to Measuring Advocacy and Policy”.

This handbook of data collection tools is intended to serve as a companion to “A Guide to Measuring Advocacy and Policy.” Organizational Research Services (ORS) developed this guide on behalf of the Annie E. Casey Foundation to support efforts to develop and implement an evaluation of advocacy and policy work. The companion handbook is dedicated to providing examples of practical tools and processes for collecting useful information from policy and advocacy efforts. It is available in both document form and as an online resource. Please see AECF.ORG, ORGANIZATIONALRESEARCH.COM and INNONET.ORG.

“A Practical Guide to Documenting Influence and Leverage in Making Connections Communities” (925 kb)

This manual offers practical guidance to capturing and documenting influence and leverage in a Making Connections community. It provides clarification, concrete examples and suggested approaches for documentation of these often elusive concepts.
The guide is intended to be versatile to meet a wide variety of specific audiences and needs.

“Theory of Change: A Practical Tool for Action, Results and Learning”, Annie E. Casey Foundation (820 kb)
This guide describes an approach and practical strategies for engaging in theory of change work with community partners. It offers instructions in using specific techniques or “so that” chains and outcome maps in the development of a theory of change.

Commissioned by the Office of Crime Victims Advocacy:

"Gauging Progress: A Guidebook for Community Sexual Assault Programs and Community Development Initiatives"(1,173 kb)
This guide is based on material from “Outcomes for Success!” and evaluation reports developed for the Office of Crime Victims Advocacy. It is customized with examples and exercises for sexual assault program staff and community stakeholders who are doing social change work specifically using the Lofquist community development model. This document is intended to lay the groundwork for thinking about how to gauge progress, with an emphasis on how to conceptualize evaluation of a community development initiative.


Commissioned by the Center for Substance Abuse’s Western Center for the Application of Prevention Technologies:

"A Guide to Preparing the Arizona Program Design and Evaluation Logic Model", (1,998 kb)
This manual, produced by [WestCAPT and the State of Arizona], is intended to be a “travel guide” to help agencies on their program planning and outcome evaluation journey. It is written for those in the substance use prevention and treatment community who wish to develop or enhance their ability to effectively plan and evaluate their programs. The material in this manual is presented in a step-by-step, easy-to-digest format with many practical and relevant examples and activities to help you apply planning and evaluation concepts to your own programs. 
Hopefully, this manual will enable readers to become knowledgeable about and invested in planning and evaluation efforts for those involved in prevention and treatment initiatives and will have developed a critical learning tool that can help to ensure program success.

Commissioned by the United Nations:

"How to Design and Carry Out Data Collection Strategies for Results-based Budgeting: A Step-by-Step Guide", United Nations (1,157 kb)
The UN training manual is intended to guide United Nations program managers and staff through the process of planning and implementing data collection strategies.



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