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BENEFITS OF MONITORINGvAND EVALUATION
Anne Kazimirski
VAL future focus VCS conference, 18th September 2013
NPC: TRANSFORMING THE CHARITY SECTOR

Charity

Increasing the
impact of charities
eg, impact-focused
theories of change

Funder

Increasing the
impact of funders
eg, effective
commissioning

Sector

NPC works at the
nexus between
charities and
funders
Consultancy
Think tank

Strengthening the
partnership
eg, collaboration
towards shared
goals

2
COUNTERFACTUAL
• Comparing the world with your
organisation in it with what the
world would be like without it.

3
WHY MEASURING IMPACT IS IMPORTANT

Raises profile

Motivates
staff

The Brandonsecure provides
Helps Centre
Influences the
counselling funding
and psychotherapy to
debate on
young people between the ages of 12 “what works”
and 21
Improved
services

Taken from: Rickey, B, Lumley, T and Ni Ogain, E . (2011) A Journey to Greater
Impact New Philanthropy Capital.

4
THEORY OF CHANGE
• Links activities intermediate outcomes  final outcomes
– clarifies what the activities aim to achieve and how
– provides a structure for identifying what can be measured
– provides the case for why achieving intermediate outcomes is
important

A conceptual map of how activities lead to outcomes

5
EXAMPLE THEORY OF CHANGE
PARENTS’ COUNSELLING SERVICE

Counselling

Clients‟ emotional or
psychological
difficulties decrease

Clients‟ capacity
for self care
increases

Clients‟ ability to support
their children's healthy
development improves

Activities

Intermediate Outcomes

Parent / Child
interaction
improves

Children‟s emotional
resourcefulness
improves

Final outcomes
6
WHAT: BEFORE YOU THINK ABOUT
COLLECTING DATA ASK YOURSELF:
Do you
already
collect this
data?

Yes

Use this
data (if it is
fit for
purpose)

No

Has anyone
already
No
proved the
causal link
you want to
make?
Yes

Is it really
important
you need
data on
this
outcome?

Yes

Does anyone
else collect
this data?
No

Use research to
limit your data
collection

Yes

Don‟t collect
unless you
decide it is
really
important

Yes

Can you
access this
data?
No

No

Develop
your own
data
source
7
LEVELS OF EVIDENCE

Credibility
Anecdotes /
quotes

Case Self-reported
studies
change

Basic

Before and
after survey

Control
groups

Randomised
control trial

Advanced

8
LOTS OF DECISIONS
• Budget
• Stakeholders
• Timing
• Participants
• Tools

9
QUANTITATIVE AND QUALITATIVE DATA
• Quantitative data (numbers)
– Statistical estimates
– Prevalence of views,
attitudes and experiences

How many
people find
our newsletter
useful?

– Admin data/ questionnaires
(paper, web, etc.)

• Qualitative data (words)
– Detailed understanding
– In depth interviewing
(telephone/ face to face)

What factors
influence
people‟s views
of our
newsletter?

10
WHEN TO MEASURE?
• Pre-post design:

Before
measure

Programme / service

After
measure

• What attribution can you claim?
• Perception of beneficiaries and those delivering the programme:
important but subjective

11
COMPARISON GROUPS
Intervention group

Before
measure

Programme / service

After
measure

Comparison group
Before
measure

After
measure

• Compare before and after data for participants and nonparticipants, ideally matching on their key characteristics

12
ALTERNATIVES
Comparison groups

• Waiting lists
• Dosage: users who‟ve received a smaller „dose‟ of a service
• Type of service: comparing users who‟ve received one type of service
compared to another
No comparison group

• Combine pre and post data with respondents‟ perspectives
• Collect data on other events and changes in circumstances which
might have contributed
13
5 TIPS FOR MEASURING YOUR IMPACT
1. Decide what‟s important
2. Keep it simple
3. Know your limits
4. Consider investing in training
5. Think about the future

14

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Anne Kazimirski 2013 Future Focus Workshop: Benifits of Monitoring & Evaluation

  • 1. BENEFITS OF MONITORINGvAND EVALUATION Anne Kazimirski VAL future focus VCS conference, 18th September 2013
  • 2. NPC: TRANSFORMING THE CHARITY SECTOR Charity Increasing the impact of charities eg, impact-focused theories of change Funder Increasing the impact of funders eg, effective commissioning Sector NPC works at the nexus between charities and funders Consultancy Think tank Strengthening the partnership eg, collaboration towards shared goals 2
  • 3. COUNTERFACTUAL • Comparing the world with your organisation in it with what the world would be like without it. 3
  • 4. WHY MEASURING IMPACT IS IMPORTANT Raises profile Motivates staff The Brandonsecure provides Helps Centre Influences the counselling funding and psychotherapy to debate on young people between the ages of 12 “what works” and 21 Improved services Taken from: Rickey, B, Lumley, T and Ni Ogain, E . (2011) A Journey to Greater Impact New Philanthropy Capital. 4
  • 5. THEORY OF CHANGE • Links activities intermediate outcomes  final outcomes – clarifies what the activities aim to achieve and how – provides a structure for identifying what can be measured – provides the case for why achieving intermediate outcomes is important A conceptual map of how activities lead to outcomes 5
  • 6. EXAMPLE THEORY OF CHANGE PARENTS’ COUNSELLING SERVICE Counselling Clients‟ emotional or psychological difficulties decrease Clients‟ capacity for self care increases Clients‟ ability to support their children's healthy development improves Activities Intermediate Outcomes Parent / Child interaction improves Children‟s emotional resourcefulness improves Final outcomes 6
  • 7. WHAT: BEFORE YOU THINK ABOUT COLLECTING DATA ASK YOURSELF: Do you already collect this data? Yes Use this data (if it is fit for purpose) No Has anyone already No proved the causal link you want to make? Yes Is it really important you need data on this outcome? Yes Does anyone else collect this data? No Use research to limit your data collection Yes Don‟t collect unless you decide it is really important Yes Can you access this data? No No Develop your own data source 7
  • 8. LEVELS OF EVIDENCE Credibility Anecdotes / quotes Case Self-reported studies change Basic Before and after survey Control groups Randomised control trial Advanced 8
  • 9. LOTS OF DECISIONS • Budget • Stakeholders • Timing • Participants • Tools 9
  • 10. QUANTITATIVE AND QUALITATIVE DATA • Quantitative data (numbers) – Statistical estimates – Prevalence of views, attitudes and experiences How many people find our newsletter useful? – Admin data/ questionnaires (paper, web, etc.) • Qualitative data (words) – Detailed understanding – In depth interviewing (telephone/ face to face) What factors influence people‟s views of our newsletter? 10
  • 11. WHEN TO MEASURE? • Pre-post design: Before measure Programme / service After measure • What attribution can you claim? • Perception of beneficiaries and those delivering the programme: important but subjective 11
  • 12. COMPARISON GROUPS Intervention group Before measure Programme / service After measure Comparison group Before measure After measure • Compare before and after data for participants and nonparticipants, ideally matching on their key characteristics 12
  • 13. ALTERNATIVES Comparison groups • Waiting lists • Dosage: users who‟ve received a smaller „dose‟ of a service • Type of service: comparing users who‟ve received one type of service compared to another No comparison group • Combine pre and post data with respondents‟ perspectives • Collect data on other events and changes in circumstances which might have contributed 13
  • 14. 5 TIPS FOR MEASURING YOUR IMPACT 1. Decide what‟s important 2. Keep it simple 3. Know your limits 4. Consider investing in training 5. Think about the future 14

Notes de l'éditeur

  1. We work with charities and fundersI focus on support with measuring impactProjects all about strengthening the sector (Research, collaboration with other organisations working towards the same goals)
  2. Setting out measuring impact: know what you’re trying to doA parallel world : what you really need to understand the difference you make. Being able to track down the child, the school, the town or the country that your work tries to help, and find out what happened to them without you. What better way is there to assess your impact?Going to go through all the key issues you need to think about when collecting data
  3. We work with charities and funders on their ToCKey step: identifying prioritiesWe usually identify intermediate and final outcomesGO THROUGH ToCParents’ counselling service where referral was through childIdentified final outcomes made explicit that important focus was the parent
  4. Understand different levels of evidence, to help you decide where to pitch your approach, and what matches your resources and the type of work you’re trying to evaluate
  5. Like a wedding, lots of important decisions to takeStakeholders: family & friendsParticipants: guestsTools: food, wine, music – don’t want to overburden with questions, you don’t want party guests to keel overNumber of decisions can be overwhelming
  6. When planning research, good to be aware of some basic principles, like the difference between quant and qual data, and what they provide.Some of you will be very familiar with these distinctions…
  7. how outcomes change over time by collecting data before (pre) and after (post) the programme. Counselling service: 1st session, then 10 sessions in, then 20 How deal with attribution?You’d want to know perception of beneficiaries
  8. Difficult to identify, let alone collect data
  9. Counselling service: feedback form supplemented standardised scales to assess change in outcomes
  10. Decide what’s important. Define your research question and be clear what you want to achieve.Keep it simple. Concentrate on what you really want to know and don’t try to be too ambitious in the scope of your evaluation.Know your limits. You need to choose an approach that matches your resources.Consider investing in training. If you are not confident, get training or seek external help.Think about the future. Don’t build a system that will quickly go out of date and look at the year-on-year costs.