Linking Strategy and Measurement in a Dynamic Environment PRESENTED BY Fay Twersky December 2-4,...

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Linking Strategy and Measurement in a Dynamic Environment PRESENTED BY Fay Twersky December 2-4, 2008 Impact of Monitoring and Evaluation Efforts on Design, Implementation & Resource Allocation Mtg in Berlin

Transcript of Linking Strategy and Measurement in a Dynamic Environment PRESENTED BY Fay Twersky December 2-4,...

Page 1: Linking Strategy and Measurement in a Dynamic Environment PRESENTED BY Fay Twersky December 2-4, 2008 Impact of Monitoring and Evaluation Efforts on Design,

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

Page 2: Linking Strategy and Measurement in a Dynamic Environment PRESENTED BY Fay Twersky December 2-4, 2008 Impact of Monitoring and Evaluation Efforts on Design,

Impact Planning and Improvement (IPI)

• STRATEGY

• MEASUREMENT

• USING DATA

© 2008 Bill & Melinda Gates Foundation | 2

Page 3: Linking Strategy and Measurement in a Dynamic Environment PRESENTED BY Fay Twersky December 2-4, 2008 Impact of Monitoring and Evaluation Efforts on Design,

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

Page 4: Linking Strategy and Measurement in a Dynamic Environment PRESENTED BY Fay Twersky December 2-4, 2008 Impact of Monitoring and Evaluation Efforts on Design,

Strategy

© 2008 Bill & Melinda Gates Foundation | 4

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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© 2008 Bill & Melinda Gates Foundation | 5

A Pillar of Data

Page 6: Linking Strategy and Measurement in a Dynamic Environment PRESENTED BY Fay Twersky December 2-4, 2008 Impact of Monitoring and Evaluation Efforts on Design,

3 Keys to Integrating Strategy and Measurement in a Dynamic Environment

© 2008 Bill & Melinda Gates Foundation | 6

1. Be Clear about Purpose

2. Engage Stakeholders

3. Translate into Action

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© 2008 Bill & Melinda Gates Foundation | 7

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

Page 8: Linking Strategy and Measurement in a Dynamic Environment PRESENTED BY Fay Twersky December 2-4, 2008 Impact of Monitoring and Evaluation Efforts on Design,

Example 1:Family Planning Reproductive Health Urban Initiative

© 2008 Bill & Melinda Gates Foundation | 8

INDIA NIGERIA

BMGF SENEGAL

Measurement, Learning,

Evaluation & Capacity Building

Local Evaluators

Local Evaluators

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© 2008 Bill & Melinda Gates Foundation | 9

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

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Example 3: Constituent Voice

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Page 11: Linking Strategy and Measurement in a Dynamic Environment PRESENTED BY Fay Twersky December 2-4, 2008 Impact of Monitoring and Evaluation Efforts on Design,

© 2008 Bill & Melinda Gates Foundation | 11

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

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3 Keys to Integrating Strategy and Measurement in a Dynamic Environment

© 2008 Bill & Melinda Gates Foundation | 12

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

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THANK YOU