Monitoring and Evaluation by ib3kJV4

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									Learning from your grant

       Carol Candler
        Welcome

  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
                 Agenda
• What is monitoring and evaluation and
  what do we learn from it?
• Why is it important for you and to us at the
  Foundation?
• 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
  moon
• Complex problem: raising a child
                     Monitoring

• 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

• 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
  process
         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?
                   Summary
• Monitoring and evaluation can help you plan
  your work more effectively and make sure you
  are responding to the needs of your service
  users
• 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
  applications
• It works best if helpful to you and your funders
Break
     Why does it matter to us?
• Helps us to learn to be more effective
  grant-makers
• 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
  possible
• 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
    (UK)
•   New Philanthropy Capital
•   Kellog, Rockerfeller Foundations (US)
•   Arts Council England
•   And many more ……….
                Remember

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

• Opportunity to discuss your individual EPF
  or ask any questions

• Feedback forms

								
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