Linking Strategy and Measurement in a Dynamic Environment

PRESENTED BY

Fay TwerskyDecember 2-4, 2008Impact of Monitoring and Evaluation Efforts on Design, Implementation & Resource Allocation Mtg in Berlin

Impact Planning and Improvement (IPI)

• STRATEGY

• MEASUREMENT

• USING DATA

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Grantmaking

Define the Problem and Opportunity

(Scoping & Look Back)

The Philanthropic Life Cycle: Putting the pieces together

Choose the Strategy & Explain the Initiatives

Write the Execution Plan

& Prepare Dashboard Annual Updates

Ref

lect

ion

an

d l

earn

ing

Reflectio

n an

d lea

rnin

g

Reflection and learning

Strategy

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Measurement & Evaluation

Purpose

Strategy Strategy Strategy

Strategy Strategy

Measurement & Evaluation

Measurement & Evaluation Measurement & Evaluation

Historically Strategy and Evaluation have Not always Worked Together

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A Pillar of Data

3 Keys to Integrating Strategy and Measurement in a Dynamic Environment

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1. Be Clear about Purpose

2. Engage Stakeholders

3. Translate into Action

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Getting Clear on Purpose: What do We Need to Learn?

• Execution Milestones: Inputs, Outputs & Processes

• Outcomes: Tracking Intermediate Change

• Impact: Understanding long-term sustainable change

Questions

Using the Data

Audiences

Timing

Level of Certainty

Data Sources

Methods of Measurement

Example 1:Family Planning Reproductive Health Urban Initiative

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INDIA NIGERIA

BMGF SENEGAL

Measurement, Learning,

Evaluation & Capacity Building

Local Evaluators

Local Evaluators

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Example 2: HOW? Build a process of engagement and reflection

Example 3: Constituent Voice

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Don’t Forget to Walk the Talk…and ask for feedback on OUR performance as grantmakers

3 Keys to Integrating Strategy and Measurement in a Dynamic Environment

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1. Be Clear about PurposeWhat do we need to know and how will we use it? Gathering data that are pragmatically linked to strategy

2. Engage stakeholders Engage with stakeholders to plan, implement, synthesize and use data

3. Translate into Action Reflect on results, identify implications for practice Create action planNothing replaces the conversation

THANK YOU