Nonprofit leaders must be able to measure their organizations' performance to know what their actual impact is, inform decision making and improvement, properly deploy resources, and build a stronger case for funders’ support. This course is designed to provide nonprofit leaders with tools for deciding how to:
- Clarify what their intended impact is and how they believe they will achieve those results
- Identify the appropriate metrics to measure agency activities, outputs, and outcomes
- Develop an evaluation plan to use and improve measurement over time
- Develop and deploy data collection, analysis and reporting tools to monitor and communicate results
In order to receive the Outcomes/Evaluations/Results Achievement Badge, the organization must submit the following items to UNA to be reviewed:
A description of the reasons why you intend to measure as an organization and how you plan to use measurement data in practice throughout the organization.
Intended Impact and Theory of Change
A precise, concise articulation of your organization’s desired long- and near-term outcomes and the clients/beneficiaries you intend to serve. In addition, this will include a depiction of the capabilities, activities, and program elements required to achieve these outcomes.
Key Performance Indicators
The indicators and metrics you will use to track progress against each of the elements in your theory of change.
Provide a copy of a program-specific evaluation plan your organization has developed. Be sure it addresses goals, objectives, timing, means of measurement and how the plan is to be communicated to those responsible for it. The plan should include answers to questions similar to the following:
- What do we want to decide or do more effectively as a result of this information?
- Who are the audiences for the information we are gathering?
- What kind of information do we need to gather?
- What sources are available for that information?
- How can it reasonably be collected?
- Who will be responsible for collecting and gathering the data?
- Where will the data be stored and analyzed?
- How and to whom will the results be communicated?
- Who will benefit from the information and how will that happen?
Measurement Instruments and Report
Share examples of the data collection instruments (e.g. questionnaires, surveys, interview guides, observation rubric, etc.) you use (or will use) to collect your data. In addition, share at least one example of the standard report you use (or will use) to communicate your analysis and findings to key audiences.
Leadership & Implementation Plan
Develop a description of the roles different leaders and other staff will play to ensure measurement is a priority, is sufficiently resourced and used, and informs decisions and improvement. Identify and provide examples of the specific ways in which these activities will occur, including meetings, processes, dashboards, etc. Describe the expected evolution of the measurement plan over the next 2-3 years, including investments, initiatives, and improvements that the organization will pursue.
NOTE: The documentation on the requirements requesting explanation need not be lengthy. Clear, concise statements on how the organization meets the requirement listed are sufficient. In most cases, three or four lines of description should suffice.
Sponsored by American Express & Morgan Stanley
Instructor: Luciano Pesci
Luciano Pesci is a PhD Candidate in Economics, and holds an MA in Economics, an HBA in History and a BS in Political Science. He is a co-founder and CEO of Emperitas and founder and Director of Research for the Utah Community Research Group at the University of Utah, where he teaches data analytics, applied research and economics. He is also an adjunct professor of Data Science in the MBA program at the Gore School of Business at Westminster College.