Transcript Rotary Charities Logic Model Training

Rotary Charities
Logic Model
Training
Form A: Grantee Action Plan &
Form B: Grantee Evaluation Plan
January 19 & 21, 2010
Becky Ewing
Program Officer
Rotary Charities
(231) 941-4010 x203
Freya Bradford
Consultant
NorthSky Nonprofit Network
(231) 350-0479 (cell)
[email protected]
fbradford@northskynon
profitnetwork.org
Learning Objectives
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Review Rotary Charities grantmaking process
Understand requirements of Rotary Charities Forms
A&B
Understand how to define Project Need/Gap
Understand how to define Activities and Outcomes
Understand how to define a Data Collection Plan
and a Data Utilization plan
Mission of Rotary Charities
Rotary Charities leads positive change in the region by
assisting community organizations to better achieve
their missions by:
Providing resources and grants
Providing leadership
Providing a Management Support Organization for
the nonprofit sector (NorthSky Nonprofit Network)
Facilitating strategic partnerships
Promoting philanthropy
Rotary Charities Grant
Categories
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PROGRAM GRANTS
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One- to three-year grants; $5,000 to $110,000 over three years;
March 1 and September 1 deadlines
Purpose: to promote innovative, grassroots approaches to
community issues that represent methods of delivering programs or
services that have a measurable impact.
CAPITAL PROJECTS
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One-year grants:
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Small Capital ($5,000 to $99,000): Due March 1
Large Capital (Over $100,000) Due September 1
Purpose: to help with the renovation, expansion or construction of
needed community facilities or acquisition of property for public use.
PLANNING GRANTS
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One-year grants; $500 to $5,000
Purpose: to assist nonprofits with developing successful strategies
for capital and program projects.
Rotary Charities Grant
Categories
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ORGANIZATIONAL CAPACITY ASSESSMENT AND PLANNING
GRANTS (Level 1)
 One-year grants; Maximum of $5,000; Rolling Deadline, Monthly
Review
 Required first step in the Rotary Charities Capacity Building
Grant Program
 Purpose: for NorthSky Nonprofit Network to conduct an
organizational capacity assessment and board training resulting
in an Action Plan with capacity building priorities
ORGANIZATIONAL CAPACITY BUILDING GRANTS (Level 2)
 One- to three-year grants; $5,000 to $110,000 over three years;
March 1 and September 1 deadlines (October 1, 2009)
 Level 1 required prerequisite
 Purpose: to strengthen the operating capabilities of nonprofit
organizations, improving their ability to better meet the needs of
their communities
Eligibility for Rotary Charities
Grants
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Eligible applicants for funding include all
501(c)(3) tax-exempt organizations, units of
government and local school districts serving
Antrim, Benzie, Grand Traverse, Kalkaska or
Leelanau Counties.
Application Process
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Applications must be submitted electronically using
the Rotary Charities online application form
http://rotarycharities.egrant.net.
The deadline for the next grant cycle is 5pm, March
1, 2010.
Initial screening and notification by March 31
Site visits and interviews for selected applicants
completed by June 4
Grant decisions and notifications no later than
June 16
Application Process
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Rotary Charities Forms A, B and C will be
required of all Organizational Capacity
Building and Program Applicants and
Grantees.
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Forms A & B will be required with initial and
renewal grant applications
Form C will be required annually from grantees
Logic Model Framework
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Form A: Grantee Action Plan – Identifies Project
Need/Gaps, Activities, Outcomes, and Community
Impact
Form B: Grantee Evaluation Plan – Includes a
Data Collection Plan and a Data Utilization plan
Form C: Grantee Annual Update – Reports
progress on each Activity and Outcome, Lessons
Learned, and Changes Made based on findings
Form A: Grantee Action Plan
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A logic model is visual way to depict what you
plan to do and what you hope to achieve with a
program or project.
There are many, many different ways to construct
logic models.
“Logic modeling is a way of thinking… not just a
pretty graphic.” (University of Wisconsin
Extension)
“We build
the road…
…and
the
road
builds
us.”
-Sri
Lankan
saying
Logic Model Framework
The “If….then” Logic
If/Since these
needs or gaps
exist
Then these
activities will
be
implemented
to meet those
needs
If those
activities are
implemented,
then these
outcomes will
result
If those
outcomes
result, then
this will be the
longer term
impact
Logic Model Framework
Everyday Logic Model
If/Since these
needs or gaps
exist
Then these
activities will
be
implemented
to meet those
needs
If those
activities are
implemented,
then these
outcomes will
result
If those
outcomes
result, then
this will be the
longer term
impact
HEADACHE!
1. Find pills
RELIEF!
Productivity
2. Get water
3. Take Pills
Form A: Grantee Action Plan
1) PROJECT NEED/GAP
2) ACTIVITIES
3) OUTCOMES
4) COMMUNITY IMPACT
What need is your project
responding to?
What activities will be completed to
meet the need?
What will be different if your
project is successful?
How will the outcomes of the
project have a long-term
community benefit?
Year One Activities:
Year Two Activities:
Year Three Activities:
Form A: Grantee Action Plan
1) PROJECT NEED/GAP
2) ACTIVITIES
3) OUTCOMES
4) COMMUNITY IMPACT
What need is your project
responding to?
What activities will be
completed to meet the need?
What will be different if your
project is successful?
How will the outcomes of the
project have a long-term
community benefit?
1) Project Need/Gap
 Need/Gap that your project will address
 Base on organization- and communityspecific data
 Be clear about sources of data
Form A: Grantee Action Plan
1) PROJECT NEED/GAP
2) ACTIVITIES
3) OUTCOMES
4) COMMUNITY IMPACT
What need is your project
responding to?
What activities will be
completed to meet the need?
What will be different if your
project is successful?
How will the outcomes of the
project have a long-term
community benefit?
1) Project Need/Gap – Org. Capacity
Building Applicants/Grantees
 Base on priority gaps from Org. Capacity
Assessment (prerequisite) – Include Scores
 Describe any recent growth or changes in
your organization or services
 Describe any work in process or completed
that relates to priority gaps
Form A: Grantee Action Plan
(Example: Org. Capacity Building Applicants/Grantees)
1)
PROJECT NEED/GAP
What need is your project responding to?
 An organizational capacity assessment conducted by NorthSky
Nonprofit Network in March 2009 revealed organizational
deficiencies in Operational Capacity.
 Specifically, the organization lacks internal fundraising skills and
expertise (score of 1.5 out of 4) and board participation in fundraising
(2.1 out of 4).
 The organization completed a strategic planning process in May of
2009 and created a comprehensive fund development plan that the
board approved in July of 2009. However, we currently lack the
internal organizational capacity to fully implement the plan.
Form A: Grantee Action Plan
1) PROJECT NEED/GAP
2) ACTIVITIES
3) OUTCOMES
4) COMMUNITY IMPACT
What need is your project
responding to?
What activities will be
completed to meet the need?
What will be different if your
project is successful?
How will the outcomes of the
project have a long-term
community benefit?
1) Project Need/Gap – Program
Grantees/Applicants
 Organizational and community data that
support the need for your program
 Beware of circular reasoning: the need for a
program is not the lack of your proposed
program
Form A: Grantee Action Plan
(Example: Program Applicants/Grantees)
1)
PROJECT NEED/GAP
What need is your project responding to?
A recent Anytown Intermediate School District report indicates that
teacher-reported classroom disruptions and conduct problems have
been increasing steadily for five years at all levels (K – 12).
In a 2008 community-wide youth programming needs assessment,
parents of K-6 students identified bullying as a top concern that is
not being addressed in schools and the community.
Anytown police report a 20% increase in juvenile incidents involving
violence since 2000.
Recent literature reviews link early social and emotional
competencies with behavior problems later in adolescence.
QUESTIONS ABOUT
PROJECT NEED/GAP?
Form A: Grantee Action Plan
1) PROJECT NEED/GAP
2) ACTIVITIES
3) OUTCOMES
4) COMMUNITY IMPACT
What need is your project
responding to?
What activities will be
completed to meet the need?
What will be different if your
project is successful?
How will the outcomes of the
project have a long-term
community benefit?
2) Activities
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Present project as a whole & reference activities you
are requesting Rotary Charities’ funding to complete
State Measurably – include who will complete the
task, anticipated completion date, and measurable
targets (when possible)
If project spans multiple years, separate activities by
year
Form A: Grantee Action Plan
(Example: Org. Capacity Building Applicants/Grantees)
2) ACTIVITIES
What activities will be completed to meet the need?
 Executive Director will recruit and hire a full-time Development
Director by Month 2 of the project to guide fundraising activities in
accordance with the May 2009 Fund Development Plan. (Rotary
Charities’ request: 3/4 time support of Development Director in Year 1)
 Development Director will educate board, staff, and volunteers on
fund development plan and implementation strategies by Month 4 of
the project.
 100% of the board and the Development Director will participate in
two (2) NorthSky Nonprofit Network workshops focused on fund
development by Month 8 of the project.
Form A: Grantee Action Plan
(Example: Program Applicants/Grantees)
2) ACTIVITIES
What activities will be completed to meet the need?
Anytown ISD Human Resources Department will recruit and hire a
part-time Program Director for the PATHS program in Month 1 of the
program. (In-Kind)
In Month 2, the Program Director will complete a two-day national
training on the PATHS curriculum provided by the Channing Bete
Company.
In Months 3-4, the Program Director will train K-3 teachers in one pilot
school in Anytown ISD to pilot the PATHS curriculum in their
classrooms. (In-Kind)
QUESTIONS ABOUT
ACTIVITIES?
OUTCOMES
It is not how many worms the bird feeds its
young, but how well the fledgling flies.
(United Way of America)
Form A: Grantee Action Plan
1) PROJECT NEED/GAP
2) ACTIVITIES
3) OUTCOMES
4) COMMUNITY IMPACT
What need is your project
responding to?
What activities will be
completed to meet the need?
What will be different if your
project is successful?
How will the outcomes of the
project have a long-term
community benefit?
3) Outcomes
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Specific desired effect the project will have on your
organization or your target population
State as anticipated changes in the Knowledge,
Skills, Attitudes, Behaviors or Conditions of your
organization or your target population
Should be measurable and realistic – include
timeframes, targets, percentages, clear sense of
direction (e.g. increases, decreases)
Form A: Grantee Action Plan
1) PROJECT NEED/GAP
2) ACTIVITIES
3) OUTCOMES
4) COMMUNITY IMPACT
What need is your project
responding to?
What activities will be
completed to meet the need?
What will be different if your
project is successful?
How will the outcomes of the
project have a long-term
community benefit?
3) Outcomes (cont.)
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Should relate directly to your SET of activities as a
whole - You do not have to have an Outcome for
each Activity (not a 1-to-1 relationship)
Should contain only one main idea and be a concise
statement.
Form A: Grantee Action Plan
(Example: Org. Capacity Building Applicants/Grantees)
3) OUTCOMES
What will be different if your project is successful?
90% of fundraising goals established in the May 2009 fund
development plan will be achieved by the end of year three of the
project.
By month 12 of the project, 90% of the board will agree that they have
the data needed to monitor the success of the organization’s
fundraising efforts.
100% of the board will indicate that their knowledge of fund
development has increased as a result of the project.
90% of board will increase their annual contribution to the organization
each year of the project.
Form A: Grantee Action Plan
(Example: Program Applicants/Grantees)
3) OUTCOMES
What will be different if your project is successful?
 At the end of each year, 85% of teachers implementing PATHS will
report a 15% or greater reduction in the number of conduct problems in
their classrooms.
 At the end of each year, 70% of students participating in PATHS will
show a 50% or greater increase in knowledge of vocabulary for
emotions.
 At the end of each year, 70% of students participating in PATHS will
show a 50% or greater improvement in interpersonal problem-solving
skills.
 At the end of three years, there will be at least a 5% decrease in
juvenile incidents involving violence in Anytown.
QUESTIONS ABOUT
OUTCOMES?
ACTIVITY # 1
Form A: Grantee Action Plan
1) PROJECT NEED/GAP
2) ACTIVITIES
3) OUTCOMES
4) COMMUNITY IMPACT
What need is your project
responding to?
What activities will be
completed to meet the need?
What will be different if your
project is successful?
How will the outcomes of the
project have a long-term
community benefit?
4) Community Impact
 Show how your project will have a long-term positive
impact on the community – changes in social, economic,
civic, and environmental conditions
 You will not be asked to measure/evaluate this level of
change
Form A: Grantee Action Plan
1) PROJECT NEED/GAP
2) ACTIVITIES
3) OUTCOMES
4) COMMUNITY IMPACT
What need is your project
responding to?
What activities will be
completed to meet the need?
What will be different if your
project is successful?
How will the outcomes of the
project have a long-term
community benefit?
4) Community Impact (cont.)
 Ask yourself, “So that…?” after your Outcomes – WHY do these
outcomes matter at a community-level?
 You aim to improve conditions in this way [Outcomes – Column
3]
“So that…?”
The Organization has sufficient funds to successfully operate our
programs. (OCB Applicant/Grantee)
Students in Anytown have the knowledge, skills and abilities to choose
alternatives to violent behavior. (Program Applicant/Grantee)
Form A: Grantee Action Plan
1) PROJECT NEED/GAP
2) ACTIVITIES
3) OUTCOMES
4) COMMUNITY IMPACT
What need is your project
responding to?
What activities will be
completed to meet the need?
What will be different if your
project is successful?
How will the outcomes of the
project have a long-term
community benefit?
4) Community Impact (cont.)
“So that…?”
The Organization can meet our mission of…
(OCB Applicant/Grantee)
Anytown has few incidences of violence and is a safe and healthy
environment for all residents. (Program Applicant/Grantee)
Form A: Grantee Action Plan
(Example: Org. Capacity Building Applicants/Grantees)
4) COMMUNITY IMPACT
How will the outcomes of the project have a long-term community impact?
With sufficient funding, the Organization can successfully
operate programs to better meet our mission of assisting
low-income single mothers complete their education and
achieve economic self-sufficiency through empowerment
skills, access to affordable housing, child development
services, health care, support services and meaningful
employment. This will enable low-income single mothers to
help break the cycle of poverty by creating stability and
prosperity for their children.
Form A: Grantee Action Plan
(Example: Program Applicants/Grantees)
4) COMMUNITY IMPACT
How will the outcomes of the project have a long-term community impact?
If students in Anytown have the knowledge, skills and
abilities to choose alternatives to violent behavior there
will be fewer incidences of violence and Anytown will
be a safe and healthy environment for all residents.
QUESTIONS ABOUT
COMMUNITY IMPACT?
Evaluation
"I know not any thing more pleasant, or more instructive, than
to compare experience with expectation, or to register from
time to time the difference between idea and reality. It is by
this kind of observation that we grow daily less liable to be
disappointed."
– Samuel Johnson (1709 – 1784)
“One of the great mistakes is to judge policies and programs
by their intentions rather than their results.” - Milton Friedman
“First get your facts; then you can distort them at your leisure.”
- Mark Twain
Friend to Groucho Marx: “Life is difficult!”
Marx to Friend: “Compared to what?”
Evaluation
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Progress towards Activities and Outcomes
must be measured and documented.
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Activity Evaluation Questions:
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Were activities delivered as planned?
Was the target population reached?
Was the target population satisfied with services?
Outcome Evaluation Questions:
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Did your project have the desired effect on your
organization (OCB) or target population (program)?
Form B: Grantee Evaluation Plan
1) ACTIVITIES & OUTCOMES
2) DATA COLLECTION PLAN
3) DATA UTILIZATION PLAN
Activities & Outcomes from Action Plan
columns 2 & 3.
Describe how achievement will be measured and
documented.
Describe who will receive the information
(including funders), in what form, how often,
and how it will be used (improvement, etc.).
Form B: Grantee Evaluation Plan
1) ACTIVITIES & OUTCOMES
2) DATA COLLECTION PLAN
3) DATA UTILIZATION PLAN
Activities & Outcomes from Action Plan
columns 2 & 3.
Describe how achievement will be
measured and documented.
Describe who will receive the information
(including funders), in what form, how
often, and how it will be used
(improvement, etc.).
1) Activities & Outcomes - Simply copy and
paste the Activities and Outcomes from Form
A: Grantee Action Plan columns 2 & 3.
Form B: Grantee Evaluation Plan
1) ACTIVITIES & OUTCOMES
2) DATA COLLECTION PLAN
3) DATA UTILIZATION PLAN
Activities & Outcomes from Action Plan
columns 2 & 3.
Describe how achievement will be
measured and documented.
Describe who will receive the information
(including funders), in what form, how
often, and how it will be used
(improvement, etc.).
2) Data Collection Plan
 Rotary Charities will make technical assistance
available to successful Grantees to refine
evaluation plans
 Consider using a Data Collection Planning
Worksheet to aid in evaluation planning
(Activity 2)
Form B: Grantee Evaluation Plan
1) ACTIVITIES & OUTCOMES
2) DATA COLLECTION PLAN
3) DATA UTILIZATION PLAN
Activities & Outcomes from Action Plan
columns 2 & 3.
Describe how achievement will be
measured and documented.
Describe who will receive the information
(including funders), in what form, how
often, and how it will be used
(improvement, etc.).
2) Data Collection Plan (Cont.)
 Describe how the achievement of your Activities &
Outcomes will be measured by answering:
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What Information will be Collected? (Indicators)
From whom? (Sources)
In what way? (Methods)
By whom? (Person Responsible)
When? (Intervals)
How will the information be stored and managed? (Data
Management)
Form B: Grantee Evaluation Plan
1) ACTIVITIES & OUTCOMES
2) DATA COLLECTION PLAN
3) DATA UTILIZATION PLAN
Activities & Outcomes from Action Plan
columns 2 & 3.
Describe how achievement will be
measured and documented.
Describe who will receive the information
(including funders), in what form, how
often, and how it will be used
(improvement, etc.).
2) Data Collection Plan (cont.)
 What Information will be Collected?
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Common Indicators for Activities:
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# of people hired, dates of hire
# of partners
Amount of products/services delivered
#/type of clients served
#/type of materials produced/disseminated
Timeliness of service provision
Quality of services (satisfaction data)
Form B: Grantee Evaluation Plan
1) ACTIVITIES & OUTCOMES
2) DATA COLLECTION PLAN
3) DATA UTILIZATION PLAN
Activities & Outcomes from Action Plan
columns 2 & 3.
Describe how achievement will be
measured and documented.
Describe who will receive the information
(including funders), in what form, how
often, and how it will be used
(improvement, etc.).
2) Data Collection Plan (cont.)
 What Information will be Collected?
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Common Indicators for Outcomes:
 #/% demonstrating increased knowledge/skill
 #/% demonstrating attitude or behavior change
 % changes in conditions (longer-term) (reduced
poverty rates, unemployment rates, etc)
Form B: Grantee Evaluation Plan
1) ACTIVITIES & OUTCOMES
2) DATA COLLECTION PLAN
3) DATA UTILIZATION PLAN
Activities & Outcomes from Action Plan
columns 2 & 3.
Describe how achievement will be
measured and documented.
Describe who will receive the information
(including funders), in what form, how
often, and how it will be used
(improvement, etc.).
2) Data Collection Plan (cont.)
 From Whom?
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Common Sources of Information:
 Existing records, logs, reports, etc.
 Program participants
 Key informants (nonparticipants, proponents, critics,
staff, collaborators, funders, etc.)
Form B: Grantee Evaluation Plan
1) ACTIVITIES & OUTCOMES
2) DATA COLLECTION PLAN
3) DATA UTILIZATION PLAN
Activities & Outcomes from Action Plan
columns 2 & 3.
Describe how achievement will be
measured and documented.
Describe who will receive the information
(including funders), in what form, how
often, and how it will be used
(improvement, etc.).
2) Data Collection Plan (cont.)
 In what way?
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Common Data Collection Methods:
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Activity tracking
Surveys
Focus groups
Interviews
Tests
Observation
Case studies
Document review
QUESTIONS ABOUT
DATA COLLECTION PLANS?
ACTIVITY #2:
Using a Data Collection
Planning Worksheet
UTILIZATION
“Wisdom is knowing
what to do with what
you know.”
- J. Winter Smith
Form B: Grantee Evaluation Plan
1) ACTIVITIES & OUTCOMES
2) DATA COLLECTION PLAN
3) DATA UTILIZATION PLAN
Activities & Outcomes from Action Plan
columns 2 & 3.
Describe how achievement will be
measured and documented.
Describe who will receive the information
(including funders), in what form, how
often, and how it will be used
(improvement, etc.).
3) Data Utilization Plan
 Describe the following:
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Who will receive information about your findings
 In what form, how often
How you will use your evaluation findings
Form B: Grantee Evaluation Plan
1) ACTIVITIES & OUTCOMES
2) DATA COLLECTION PLAN
3) DATA UTILIZATION PLAN
Activities & Outcomes from Action Plan
columns 2 & 3.
Describe how achievement will be
measured and documented.
Describe who will receive the information
(including funders), in what form, how
often, and how it will be used
(improvement, etc.).
3) Data Utilization Plan (cont.)
 Potential uses for evaluation data include:
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Develop recommendations for program improvement
Identify additional technical assistance or training needs
Highlight the most effective strategies by comparing outcomes
for different participant groups, trainers/presenters, between
years, etc.
Use in organizational planning
Assist in budgeting and justifying resource allocations
Promote program to recruit participants, staff, volunteers
Promote program to increase funding
QUESTIONS ABOUT
UTILIZATION?
References
“All my best thoughts were stolen by the ancients.” ~Ralph Waldo Emerson
All Resources are available through NorthSky Nonprofit Network’s Resource
Center:
http://www.northskynonprofitnetwork.org/resource.php
Including:
University of Wisconsin-Extension, Program Development and Evaluation Unit:
http://www.uwex.edu/ces/pdande/evaluation/evallogicmodel.html
United Way Outcome Measurement Resource Network:
http://www.liveunited.org/Outcomes/Library/pgmomres.cfm
W.K. Kellogg Foundation Logic Model Handbook:
http://www.wkkf.org/Pubs/Tools/Evaluation/Pub3669.pdf