deshele dorsey taylor - indiana philanthropy alliance...measurement among nonprofits 92% of...
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DeShele Dorsey Taylor
Chief Strategist Officer
Dorsey Impact Solutions
Webinar Objectives
• Examine how measurement is used to demonstrate return on investment
• Highlight current trends and how practitioners are responding
• Share tools and resources to support effective measurement
• Provide steps to advance your company’s measurement journey
Measurement Is Great But Challenging!
Where did all our funding go?
Is this all we accomplished?
Are we measuring the right things?
Nothing has changed through our partnership?
Did we “move the needle”?
Is this data right?
Measurement Among Nonprofits
92% of nonprofits engaged in evaluation in 2016, compared to 90% in 2012
28% of nonprofits exhibited promising evaluation capacities in 2016, as in 2012
12% of nonprofits spent 5% or more of budget on evaluation, compared to 27%
in 2012
State of Evaluation Report 2016
Measurement Among Corporations
77% of companies who measure social impact have fewer than five years of
grant-evaluation experience
33% of companies have developed an internal resource to evaluate strategic
grants
87% of companies say grant monitoring to support funding decisions is their
top reason for data collection
CECP Giving In Numbers: 2016 Edition
Measurement’s Relevance: “SSAVE Effect”
• Success
• Scalability
• Accountability
• Validation
• Excellence
Dorsey Impact Solutions 2017
Measurement’s Influences & Driving Forces
• Resource diversification
• “Investor” mentality
• Sector monitoring
• Big data and analytics
Measurement’s Influences & Driving Forces
• Competition for funding
• Pay for performance or pay by
results social investing
• Growing standards and
frameworks
What Are The Questions?
Informs us about
outcomes and impact
Provides information about
quality and satisfaction
Gives a sense of
scope and quantity
Sets reality on resources
needed for change?
What is the real
cost for impact?
How much did
we do?
How well did
we do?
What difference
did we make?
Done Right, Measurement…
• Creates meaningful and actionable
information
• Provides clarity of purpose
• Aids organizational development
• Facilitates transparency
• Contributes to field knowledge
• Strengthens public policy
Point of Focus!
“Organizations need to be more focused on
what data should be collected and only
collect that data that will aid in the
decision making and reporting of
impacts rather than collecting large
amounts of data that will not be useful for
improving the organizational impacts.”
Marc J. Epstein, Jones Graduate School of
Business, Rice University
The ROI Success Formula
Definition
of Success
Reasonable Reality
Dorsey Impact Solutions 2017
+Path for
Success
Attainment
OptimalOpportunity
Measures of
Success
Achievement
Intentional Inquiry
+ =Sustainable &
Substantive
Success
Learning Loop
Learning Loop
So Much At Your Fingertips
RESOURCESToolkits
PeriodicalsExperts
TechnologyField Data
TOOLSLogic ModelsDashboardsScorecards
InfographicsStories/Anecdotes
KNOWLEDGE:Peer Groups
Benchmark StudiesFunder
CollaborativesDatabases
Diversity of Industry Providers
LBG Model
Results Based Accountability
Kinds of accountability plus language discipline
• Population accountability: results & indicators
• Performance accountability: performance measurement
Kinds of performance measures
• How much did we do? How well did we do it? Is anyone better off?
Questions from ends to means in less than an hour
• Baseline and Turning the Curve
2
7
3
Blackbaud + MicroEdge
Tips For Moving Forward: Internal
Review philanthropic mission and vision
Investigate grant portfolio success
Consider strategy and funding priorities
Validate commitment to measurement
Prioritize data uses
Tips For Moving Forward: External
Benchmark peers’ approach to measurement
Evolve current or potential grantee conversations
Establish or join learning community
Determine vendors’ ability to strengthen capacity
Communicate refined measurement objectives
Thank You For Joining Today!
DeShele Dorsey Taylor
Chief Strategist Officer
Dorsey Impact Solutions