anne kazimirski 2013 future focus workshop: benifits of monitoring & evaluation

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v BENEFITS OF MONITORING AND EVALUATION Anne Kazimirski VAL future focus VCS conference, 18 th September 2013

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Anne is Deputy Head of the Measurement and Evaluation at New Philanthropy Capital (NCP) and helps charities and funders to measure and communicate their impact. Her role includes developing tools and approaches for improving impact measurement for a wide range of organisations. VAL was delighted to welcome Anne to present a workshop during our 2013 Future Focus Conference. Anne's workshop was all about helping charities tell a compelling story about what they do and the impact they have. Specifically, Anne's workshop looked at the benefits of measuring impact, information about the 'theory of change process' to help charities understand what outcomes they are aiming to achieve, and helped groups start thinking about the type of data they need and how best to collect that data. While the 2013 Future Focus conference is now over, VAL runs trainings and workshops year-round. If you'd like to learn more about training for your organisation, visit www.Valoneline.org.uk.

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Page 1: Anne Kazimirski 2013 Future Focus Workshop: Benifits of Monitoring & Evaluation

vBENEFITS OF MONITORING AND EVALUATIONAnne Kazimirski

VAL future focus VCS conference, 18th September 2013

Page 2: Anne Kazimirski 2013 Future Focus Workshop: Benifits of Monitoring & Evaluation

NPC: TRANSFORMING THE CHARITY SECTOR

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NPC works at the nexus between charities and

funders

Charity

SectorFunder

Increasing the impact of charities

eg, impact-focused theories of change

Strengthening the partnership

eg, collaboration towards shared

goals

Increasing the impact of funders

eg, effective commissioning

ConsultancyThink tank

Page 3: Anne Kazimirski 2013 Future Focus Workshop: Benifits of Monitoring & Evaluation

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COUNTERFACTUAL

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

Page 4: Anne Kazimirski 2013 Future Focus Workshop: Benifits of Monitoring & Evaluation

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WHY MEASURING IMPACT IS IMPORTANT

The Brandon Centre provides counselling and psychotherapy to

young people between the ages of 12 and 21

Influences the debate on

“what works”Improved services

Raises profile

Motivates staff

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

Helps secure funding

Page 5: Anne Kazimirski 2013 Future Focus Workshop: Benifits of Monitoring & Evaluation

THEORY OF CHANGE

• Links activities èintermediate outcomes è 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

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A conceptual map of how activities lead to outcomes

Page 6: Anne Kazimirski 2013 Future Focus Workshop: Benifits of Monitoring & Evaluation

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Children’s emotional resourcefulness

improves

Counselling

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

Clients’ emotional or psychological

difficulties decrease

Parent / Child interaction improves

Clients’ capacity for self care increases

EXAMPLE THEORY OF CHANGEPARENTS’ COUNSELLING SERVICE

Activities Intermediate Outcomes Final outcomes

Page 7: Anne Kazimirski 2013 Future Focus Workshop: Benifits of Monitoring & Evaluation

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WHAT: BEFORE YOU THINK ABOUT COLLECTING DATA ASK YOURSELF:

Has anyone already proved the causal link you want to make?

Yes

No

Is it really important you need data on this outcome?

Do you already collect this data?

Don’t collect unless you decide it is really important

Use research to limit your data collection

Yes

No

Yes

Can you access this data?

No

Develop your own data source

Use this data (if it is fit for purpose)

Does anyone else collect this data?

NoNo

Yes

Yes

Page 8: Anne Kazimirski 2013 Future Focus Workshop: Benifits of Monitoring & Evaluation

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LEVELS OF EVIDENCE

Randomised control trial

Anecdotes / quotes

Before and after survey

Self-reported change

Case studies

Control groups

Credibility

Basic Advanced

Page 9: Anne Kazimirski 2013 Future Focus Workshop: Benifits of Monitoring & Evaluation

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LOTS OF DECISIONS

• Budget

• Stakeholders

• Timing

• Participants

• Tools

Page 10: Anne Kazimirski 2013 Future Focus Workshop: Benifits of Monitoring & Evaluation

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QUANTITATIVE AND QUALITATIVE DATA

• Quantitative data (numbers)

– Statistical estimates

– Prevalence of views, attitudes and experiences

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

• Qualitative data (words)

– Detailed understanding

– In depth interviewing (telephone/ face to face)

How many people find our

newsletter useful?

What factors influence

people’s views of our

newsletter?

Page 11: Anne Kazimirski 2013 Future Focus Workshop: Benifits of Monitoring & Evaluation

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WHEN TO MEASURE?

• Pre-post design:

• What attribution can you claim?

• Perception of beneficiaries and those delivering the programme: important but subjective

Before measure

After measure

Programme / service

Page 12: Anne Kazimirski 2013 Future Focus Workshop: Benifits of Monitoring & Evaluation

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COMPARISON GROUPS

Before measure

After measure

Programme / service

Before measure

After measure

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

Intervention group

Comparison group

Page 13: Anne Kazimirski 2013 Future Focus Workshop: Benifits of Monitoring & Evaluation

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ALTERNATIVES

• 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

• Combine pre and post data with respondents’ perspectives

• Collect data on other events and changes in circumstances which might have contributed

Comparison groups

No comparison group

Page 14: Anne Kazimirski 2013 Future Focus Workshop: Benifits of Monitoring & Evaluation

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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