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  • A picture of the outside of The California Endowment building

    publication Dec 2023

    Evolution not Revolution: Strategy, Learning, and Evaluation in The California Endowment’s Building Healthy Communities Initiative

    This teaching case focuses on how learning and evaluation can guide those in philanthropy seeking to rise to the demands of more inclusive approaches to social change, especially with communities that have been historically marginalized.

    By Kim Williams-Pulfer

    Evolution not Revolution: Strategy, Learning, and Evaluation in The California Endowment’s Building Healthy Communities Initiative
  • event Dec 2023

    2023 Roundtable Convening: Navigating Power in Strategy, Learning, and Evaluation

    The 2023 Evaluation Roundtable explored power in strategy, learning, and evaluation through a teaching case examining The California Endowment’s work to advance health equity and people power in communities across California.

    2023 Roundtable Convening: Navigating Power in Strategy, Learning, and Evaluation
  • Side by side squares in decreasing density from left to right.

    publication Nov 2023

    On Equity in Contracting with Small and Solo Local Evaluation Firms: An Open Letter to Funders

    Standard funding and contracting practices often stand in the way of success for small, solo, and local firms. This open letter to funders explores the strengths of these firms and their roadblocks, and offers recommendations for creating the conditions for them to thrive.

    On Equity in Contracting with Small and Solo Local Evaluation Firms: An Open Letter to Funders
  • publication Oct 2023

    2023 Benchmarking Foundation Learning & Evaluation Practices

    The most comprehensive review of evaluation and learning practices at foundations, this report offers benchmarking data on foundation learning and evaluation practices collected in 2023.

    By Mariah Brothe Gantz, Kayla Christopherson, Kat Athanasiades, Julia Coffman, Dr. Chera Reid, Dr. Albertina Lopez

    2023 Benchmarking Foundation Learning & Evaluation Practices
  • publication Sep 2023

    Using Developmental Evaluation to Support Adaptive Strategies: An Application from a Social Change Initiative

    The chapter, authored by and written from the perspective of both strategists and evaluators, describes the methods used, how the evaluation informed strategy, and reections and lessons on the developmental evaluation experience and approach.

    By Tanya Beer, Kathy Armstrong, Julia Coffman, Daniel Stid

    Using Developmental Evaluation to Support Adaptive Strategies: An Application from a Social Change Initiative
  • publication Aug 2023

    Supporting Advocacy Ecosystems to Build Power

    Organizers need the support of other actors—professional advocates, think tanks and policy shops, researchers, communications firms, funders, evaluators, and others—to recognize the critical role of organizing and to share the long-term goal of building people power.

    By Julia Coffman

    Supporting Advocacy Ecosystems to Build Power
  • insight Apr 2023

    What should we benchmark about learning and evaluation work in philanthropy?

    Findings from our fall listening sessions and what we will explore more deeply in our benchmarking research.

    By Dr. Albertina Lopez

    What should we benchmark about learning and evaluation work in philanthropy?
  • insight Apr 2023

    Gazing inward as we align with our values

    CEI is shifting how we approach our benchmarking research on learning and evaluation in philanthropy so that it can better support the sector’s efforts to advance racial equity and justice.

    By Dr. Albertina Lopez

    Gazing inward as we align with our values
  • A black and white photo of a tree with abstract imagery overlaid. Abstract imagery is a series of random circles connected by lines.

    publication Nov 2022

    How to do Process Tracing: A Method for Testing “How Change Happened” in Complex and Dynamic Settings

    Process tracing is a causal methodology that can help us to understand how change actually happened within a complex dynamic environment.

    By Sarah Stachowiak, Jewlya Lynn, Jennifer Byers

    How to do Process Tracing: A Method for Testing “How Change Happened” in Complex and Dynamic Settings
  • publication Jul 2022

    A Tool for Systems Change that Supports Learning in Foundations

    Foundations are systems. They have their own cultures and related assumptions, norms, standards, and practices. We encourage foundations to take stock of their learning needs with a dispassionate (evaluative) look at themselves as systems and how people work within them.

    By Tanya Beer, Julia Coffman, Jane Reisman

    A Tool for Systems Change that Supports Learning in Foundations