Monitoring and Evaluation by ib3kJV4


									Learning from your grant

       Carol Candler

  Congratulations on your
successful grant application!

Thank you for attending today.
   It’s much appreciated.
       What this is about

      Today is all about Learning…

• From each other
• From what we all do
• From what works (and what doesn’t work
  quite so well!)
         What this is about
                  …and Sharing

• To celebrate what we’ve achieved
  – The people you work with
  – Your organisation
  – With our (and other funders) support
• To learn from other organisations (and help
  them learn)
• To share ‘the magic’
     Exercise - Introductions

• In 2’s
• Not someone you work with or know well

• Who they are, what they do, what they like
  about their job
• What is monitoring and evaluation and
  what do we learn from it?
• Why is it important for you and to us at the
• Evaluation Planning Forms, Progress
  Reports and End of Project Reports
• Lunch & learning
What you are trying to achieve

       Not a simple cause and effect

• Simple problem: following a recipe
• Complicated problem: sending a rocket to the
• Complex problem: raising a child

• Is about collecting information and keeping track
  of what is going on with your work.
• Targets and milestones.
• Questions to think about:
  –   What will success look like?
  –   How do we know we are on track?
  –   What do we need to report?
  –   Does a specific person have responsibility for this?

• Evaluation is
  – a way to get at what works – and what doesn’t.
  – a way to help grant-makers and ‘grantees’ understand
    and solve problems more effectively as time goes on -
    better services and support.
  – a way to get at the ‘so what’ and celebrate success
• Evaluation is not an event…but is an ongoing
         evaluation and     learning
• Measuring only measures what can be
  measured; value is something wider.
• Mission statements: core values and aims can
  help you remember your beneficiaries
• Everyone learns more from mistakes than from
  perfection. We will not penalise you if things
  don’t work.
• What difference does your work make – how
  valuable is it to the people you work with?
Exercise – What do you need to know?
On your own
• Quickly write down 3 – 5 things you do at work already
  as part of monitoring and evaluation

In pairs of pairs (4’s) - discuss
• What are your reasons for doing these?
• What do you get out of it?
• How does it / could it benefit your organisation?
• How does it / could it benefit those people your
   organisation aims to support?
• Monitoring and evaluation can help you plan
  your work more effectively and make sure you
  are responding to the needs of your service
• It will allow you to identify potential problems and
  to see if changes are necessary
• It can demonstrate success and show your value
• It can provide evidence for future funding
• It works best if helpful to you and your funders
     Why does it matter to us?
• Helps us to learn to be more effective
• Shows us what works and what doesn’t
  work so well
• Enables us to share the lessons
• Informs our planning and policy making
• It helps us towards our overall aims.
• “No failure but failure to learn”
             What we do

• We try to make our system as simple as
• We try not to be too bureaucratic
• We can still be contacted by phone or
  email if there are any problems.
     What we expect – yrs 1 & 2
Progress reports
• What has happened over the year?
• Beneficiaries (Who, how)?
• What have you learnt as you’ve gone
  along? Are there any changes you’ve
  made / want to make?
• Strengths and weaknesses; be honest –
  we’re trying to learn, not trip you up!
• Has anything unexpected happened?
   What we expect – end of project
‘Final’ reports
• Summary of 3 years progress
• What difference has your work made ? Eg: more
  people getting qualifications, you’ve secured a
  contract, your organisation has more
  confidence or ambition, the people you work
  with value you - Use people’s stories &
  feedback. Don’t forget to show the magic!
• Media coverage, new members of staff,
  partnerships and networks.
• Learning for future projects (yours and others)
• Plans for the future
    Exercise – Progress reports

Review the examples:
• What information should be included?
• too much / too little information?
• what is important?
• how should it be presented?
• What would improve them / how would
  you make the reports ‘live’?
   What makes a good report?
• Brief, clear and interesting
• Describes progress (project and individual)
• Describes what has changed (in project
  and as a result)
• Gives examples (quotes / stories)
• Identifies lessons learned
• Celebrates success / highlights the ‘magic’
    Sources of support / information
•   Our website
•   Charities Evaluation Service
•   Performance Hub
•   Paul Hamlyn Foundation, Baring Trust
•   New Philanthropy Capital
•   Kellog, Rockerfeller Foundations (US)
•   Arts Council England
•   And many more ……….

• So what???............
              Thank You
• Lunch

• Opportunity to discuss your individual EPF
  or ask any questions

• Feedback forms

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