Tag Archives: evaluation

“The Power of Dialogue on Nonprofit Data and Evaluation.”

Calvin and Hobbes do a happy dance

Happy dance

This is a blog article about a blog article.  I’m doing a happy dance, because the Foundation Center‘s GrantSpace blog has published my article on “The Power of Dialogue on Nonprofit Data and Evaluation.”

Please feel free to read the article and give me your feedback!

How grant makers and nonprofit grant recipients can do great things together with data and evaluation

This is not actually a photo from the dialogue series. We refrained from taking photos, because we wanted to foster an atmosphere of candor and comfort as grantors and grantees engaged in conversation about a difficult topic. However, it is a favorite photo from another recent Tech Networks of Boston event.

 

Oh, my!  It took Tech Networks of Networks almost two years to organize and implement a series of candid dialogues about data and evaluation for grantors and nonprofit grantees, and now it’s complete.  The process was a collaboration in itself, with TSNE MissionWorks, and Essential Partners serving as co-hosts. An advisory group and planning group gave crucial input about the strategy and tactics for this event.

What you see here are a few notes that reflect my individual experience. In this article, I am not speaking on behalf of any organization or individual.

As far as I can ascertain, this series was the first in which grant makers and nonprofit grant recipients came together in equal numbers and met as peers for reflective structured dialogue. World class facilitation and guidance was provided by Essential Partners, with the revered Dave Joseph serving as facilitator-in-chief.

Here’s how I’d characterize the three sessions:

  • June 2017:  Let’s get oriented. What is the heart of the matter for grantors and grantees?
  • September 2017:  You know, we really need to address the imbalance of power in the grantor/grantee relationship.
  • January 2018:  Ok, can we agree on some best practices how to address this as grantors and grantees? Why, yes. We can.

The plan is to make the recommendations that came out of the final dialogue publicly available online, to provide a starting point for a regional or even national conversation about data and evaluation.

Meanwhile, I’d like to offer my own recommendations.  Mine are based on what I learned during the dialogue series, and also on untold numbers of public and private conversations on the topic.

 

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My Recommendations

 

Funders can help by: 

  • Understanding that nonprofits perceive funders as having not just money but also much more power.
  • Asking nonprofits to define their goals, their desired outcomes, and their quantitative measures of success – rather than telling them what these should be.
  • Factoring in the nonprofit organization’s size, capacity, and budget – making sure that the demand for data and evaluation is commensurate.
  • Understanding the real cost in dollars to grantees who provide the data reporting and evaluation that you request.  These dollar amounts might be for staff time, technology, training, an external consultant, or even for office supplies.
  • Providing financial support for any data or evaluation that the funder needs –  especially if the nonprofit does not have an internal need for that data or evaluation.    Items to support might include staff time, technology, training, or retaining an external consultant with the necessary skill set.
  • Putting an emphasis on listening.

 

Nonprofits can help by: 

  • Engaging in a quantitative analysis of their operations and capacity, and sharing this information with funders.
  • Understanding that grant makers are motivated to see nonprofit grant recipients succeed.
  • Understanding that grant makers are often under pressure from donors and their boards to deliver a portfolio of outcomes.
  • Integrating the use of data and evaluation into most areas of operation – this means building skills in data and evaluation across the entire organization.
  • Gathering with other nonprofits that have similar desired outcomes and comparing notes on failures and best practices.
  • Fostering a data-friendly, continuous learning culture within nonprofit organizations.

 

Both groups can help by: 

  • Engaging in self-scrutiny about how factors such as race and class affect how data is collected, categorized, analyzed, and reported.
  • Talking frankly about how power dynamics affect their relationships.
  • Engaging in ongoing dialogue that is facilitated by a third party who is experienced in creating a safe space.
  • Talking about and planning the evaluation process well before the grant begins.
  • Creating clear definitions of key terms pertaining to data and evaluation.
  • Making “I don’t know” an acceptable response to a question.
  • Measuring what you really value, rather than simply valuing what you can easily measure.
  • Working toward useful standards of measurement.  Not all programs and outcomes are identical, but very few are entirely sui generis.
  • Sharing responsibility for building the relationship.
  • Speaking with each other on a regular basis.
  • Studying (and implementing) community-based participatory research methods.

 

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And now, because I can insert a poll here, I’m going to.

 

 

 

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And now, because I can insert a contact form here, I’m going to.  Please feel free to let me know if you’re interested in being part of a regional or national conversation about how grantors and grantees can move forward and work constructively with data and evaluation.

 

 

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Creative Commons License
Some rights reserved. This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivs 3.0 Unported License.

 

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My ever expanding theory of change for nonprofit data and evaluation

Every nonprofit needs a theory of change for its technology. . .and for its evaluation process

if then

I’ve spent a lot of my professional life (thus far) thinking about the missions of nonprofit organizations, and about information/communication technologies for nonprofits.

In the past few years, it’s become fashionable to talk about the importance of a “theory of change” for nonprofits.  This is merely a way of underlining the importance of making an explicit statement about the causal relationship between what a nonprofit organization does and the impact that it has promised to deliver.  I applaud this!  It’s crucial to say, “if we take all of the following resources, and do all of the following actions, then we will get all of the following results.”  An organization that lacks the capacity to marshal those resources and take those actions needs to reconsider, because it is on track to fail. If its capacity is not aligned with its commitment, it should acquire the resources or change its commitment to results.  Of course, it some cases, it will merely need to revise its theory of change.  In any case, it will have to work backward from its mission, and understand how each component contributes to achieving it.

This kind of thinking has lead to a lot of conversations (and a lot of anxiety) in the nonprofit sector about performance measurement, outcomes management, evaluation, and impact assessment.

I’d love to have some of this conversation focus on the information/communication technologies that nonprofit organizations are using.  In other word, it’s time to be explicit about a theory of change that explains in detail how every component of the technology an organization uses contributes (directly or indirectly) to its ability to deliver a specific kind of social, cultural, or environmental impact.

Likewise, I’d love to have the conversation address the ways in which the efforts of a nonprofit organization’s performance measurement, outcomes management, evaluation, or impact assessment team contributes (directly or indirectly) to its ability to deliver the kind of impact that it promised its stakeholders.

 

 

Sunlighting

sunlighting.jpg

So now we have launched TNB Labs, and all sorts of queries are starting to come in – not just from folks who needs services, but also from folks who want to be part of our circle of mavens who provide services.

From the beginning, we have thought of TNB Labs as a lean organization, nurturing a community of practice that would provide fractional resources to nonprofits that need data and evaluation services.

What follow here are some personal reflections on mobilizing a community of practice.  These are free associations, based on a recent conversation with Susan Labandibar.  Please don’t regard these ideas as official TNB Labs policy, but as an invitation to engage in your own free associations.

Let’s talk about a hypothetical scenario.

Let’s say that you are a full time employee of a medium-size nonprofit organization.  Your job title is “data analyst.” By temperament and training, you are a data geek, and you are proud of using your powers for good.   You are passionate about the importance of your work, because it helps your organization document the ways in which it is making the world a better place, while also identifying ways that it could do even better.

However, there are a few things that aren’t perfect about your job:

1) You’re the only person with any kind information technology training at your organization.

1a) This means that you don’t really have people with whom you can regularly compare notes about the intersection of technology and the nonprofit sector.

1b) It also means that you are asked to do all sorts of tasks that aren’t in your areas of interest or expertise, because you are reputed to “know all about computers.”  In vain, you do your best to explain that social media campaigns require a different skill set from data analysis, even though there could be some overlap.

2) You’re interested in new challenges, such as becoming an evaluation specialist.  However, you don’t want to quit your job at a nonprofit organization that you love, even though you don’t see opportunities opening up there.

3) You’d like to get some experience with the challenges at other nonprofits, but you don’t really want to moonlight, because that implies doing something underhanded, without the knowledge of your home organization.

How about sunlighting?  (Not to be confused with the Sunlight Foundation, which is a great and entirely unrelated organization with a great and entirely different mission.)

Here’s how sunlighting might work for you:

1) You join the TNB Labs Community of Practice, which has regular meetings for peer support and professional development.

2) You work with TNB Labs and your home organization to create a three-cornered agreement, so that a certain percentage of your time is devoted to assignments from TNB Labs to provide services at other nonprofits.  (That’s what we mean by “fractional resources.”)  It’s all done in an ethical and above-board manner.  TNB Labs takes responsibility for finding assignments, invoicing the client organizations, and paying you.  It might even represent a cost saving for your home organization; they can hire an entry level person at a lower rate to do some of your routine tasks.  It will mean less boredom for you, and valuable on-the-job experience for the entry level person.

3) In accordance with nonprofit client demand and your preferences, your potential TNB Labs assignments will vary.  They might involve 2 hours or 200 hours of time for a one time-project, or they might involve an hour or a day every week for three years.

4) TNB Labs’ share will be an administrative fee.  This will be an excellent value for the client nonprofit, because they can get a fraction of the time of a first-rate professional (that’s you) without having to add another full time position to their payroll for a set of tasks that doesn’t require a full time person.

If you’re a nonprofit data analyst, would you consider this scenario?

If you’re an executive at a nonprofit organization that needs data analysis or evaluation services, would you consider going to TNB Labs for help from a member of our community of practice?

I invite you to share your thoughts in the comments section!

 

 

 

 

 

 

 

TNB Labs has launched, and its first priority is data services for nonprofits!

tnb labs logo july 2016

 

Greg Palmer and I are very pleased to announce the launch of TNB Labs, a company dedicated to providing nonprofit organizations with high quality data services and program management.  TNB Labs works with organizations to audit and assess data management methodology, develop and implement data standards, and provide structural oversight through data governance to organizations of all sizes.

Through our partnership with Tech Networks of Boston, we have had a unique opportunity to listen to hundreds of stakeholders at TNB’s Roundtables uncover a need to elevate the role of data in nonprofit organizations.  TNB Labs is focused on improving the capacity of nonprofit organizations at every stage of the outcome management process.

The immediate priorities of TNB Labs are:

1) Providing Master Data Management (MDM) services to nonprofit organizations in support of their missions, focusing on data governance, data quality, data modeling, data visualizations, and program evaluation.

2) Providing workforce program management for Desktop Support Technicians (DST), Data Support Analysts (DSA), and Data Analytics/Data Evaluation entry level professionals.

3) Managing the TNB Roundtable series, which is now jointly owned by Tech Networks of Boston and TNB Labs.

TNB Labs is led by Greg Palmer (chief executive officer), and Deborah Elizabeth Finn (chief strategic officer).  The other co-founders are Bob Master (former CEO of Commonwealth Care Alliance) and Susan Labandibar (founder of Tech Networks of Boston).

TNB Labs is here to solve your problems.  Please contact us with any questions and comments you have about TNB Labs, or to learn more about data management or program management services that might be helpful to your organization.

Best regards from Deborah and Greg

Greg Palmer
gpalmer@tnblabs.org
508.861.4535

Deborah Elizabeth Finn
definn@tnblabs.org
617.504.8188

TNB Labs, LLC
PO Box 2073
Framingham, MA 01703
www.tnblabs.org

 

 

The Massachusetts Institute of Nonprofit Technology: Let’s Do This!

Massachusetts Institute of Nonprofit Technology

 

We need a Massachusetts Institute of Nonprofit Technology, and I can tell you what degree program we need to establish first:  Bachelor of Nonprofit Data.

The inspiration for this comes from many conversations with many people, but I’d especially like to credit Susan Labandibar, Julia Gittleman, and Laura Beals for pointing out, in their different ways, that one of the most pressing real-life challenges in nonprofit technology today is finding people who can bridge between the outcomes / impact assessment / evaluation / research team (on one hand) and the information systems team (on the other hand) at a nonprofit organization.

Not that I’m a professional full-time data analyst myself, but if I were, I’d find the numbers, and start doing the math:

  • How many brilliant computer scientists are graduating right here in Massachusetts every year from our best high schools, colleges, and universities?
  • Of those graduates, what percentage have strong skills in database design, database development, database management, or data analysis?
  • Of those who have strong data skills, what percentage would be eager to use their geek skills for good, if they were offered an attractive career ladder?

That’s our applicant pool for the Massachusetts Institute of Nonprofit Technology.  (Or MINT, if you prefer.)

Now, let’s figure out the absolute minimum of additional knowledge that these computer science graduates would need in order to be the kind of data analysts who could bridge between the outcomes / impact assessment / evaluation / research team and the information systems team  at a nonprofit:

  • Outcomes measurement
  • Outcomes management
  • Impact assessment
  • Evaluation
  • Social research methods
  • Knowledge management
  • Organizational cultures of nonprofits
  • Nonprofit operations
  • Organizational cultures of philanthropic foundations

That’s our basic curriculum.

If we want to expand the curriculum beyond the basics, we can add these elective subjects:

  • Nonprofit budgeting
  • Group dynamics
  • Ethics
  • Etiquette
  • Negotiation
  • Project management
  • Appreciative inquiry
  • Meeting facilitation

All of these electives would pave the way for other degree programs, in which they would also be extremely useful:

  • Bachelor of Nonprofit Systems Engineering
  • Bachelor of Nonprofit Web Development
  • Bachelor of Nonprofit Help Desk Support
  • Bachelor of Nonprofit Hands On Tech Support
  • Bachelor of Nonprofit Social Media

I already have my eye on some great local colleagues who could be the faculty for the Bachelor of Nonprofit Data program.  In addition to Susan, Julia, and Laura, I’d want to recruit these folks:

Please note that three members of the TNB team top the list of potential faculty members.  Why?  Because I work there, and because TNB has set a Big Hairy Audacious Goal of developing the careers of 1,000 technology professionals. This undertaking would be very congruent with its vision!

However, setting up the Massachusetts Institute of Nonprofit Technology must be a collaborative effort.  It will take a strong network of colleagues and friends to make this happen.

Do you think that this is needed?  Do you think my plan needs a lot of work?  Do you have any ideas or resources that you’d like to suggest?  Please feel free to use the comments section here to share your thoughts.

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