From publications to toolkits, GEO’s resources lift up experiences from your peers to help you turn knowledge into action.


Shifting the Evaluation Paradigm: The Equitable Evaluation Framework™

This publication provides an overview of the impetus for the Equitable Evaluation Framework™ (EEF) and attempts to document early moments and first steps of engagement with U.S. philanthropic institutions — most often their research, evaluation and learning staff — whom we refer to as foundation partners throughout this publication. The themes shared in this publication surfaced through conversations with a group of foundation staff who have been part of the Equitable Evaluation Project, now referred to as the Equitable Evaluation Initiative (EEI), since 2017 as advisors, investment partners and/or practice partners.
  • April 30, 2021


About 95 results.

  • GEOList Members Only

    GEOList Summary: Resources and Recommendations on Agile Operating Models

    The Vaccine Delivery team at the Bill & Melinda Gates Foundation is exploring what it means to shift to an agile strategy and operating model. We are interested in learning what it means to transform to a team that operates on rapid learning and decision cycles and has the ability to quickly and efficiently revise strategy, structure, processes, and people towards achieving impact while ensuring we remain strong, reliable partners to our grantees and the people around the world to whom we ultimately are in service. Do you know of agile resources, experts, practitioners, or organizations that can help us to be better informed about what agile is (and is not) and help us to understand what is needed to design and implement an agile operating model for our team?
    • January 25, 2019
    • Rylan Kepner
  • GEOList Members Only

    GEOList Summary: Strategic Planning Lessons Learned

    We are venturing into a strategic planning process for a 2 and 5 year internal strategic plan, and we have engaged a consultant to support us in this process. I am curious to hear/read any key lessons learned in the process of strategic planning (we should have done that, wish we didn’t do that, oh my I never thought of that – these kinds of things).
    • December 27, 2018
    • Rylan Kepner
  • Publication Members Only

    Get on the Balcony: How Grantmakers Can Ignite Change

    This publication seeks to offer some helpful approaches for jump-starting a change initiative, drawn from the reflections of GEO members who have been tasked with assessing challenges and cultivating the conditions for a productive change process.
    • September 20, 2018
  • GEOList Members Only

    GEOList Summary: Communicating about strategy change

    For those of you who have been through foundation strategy shifts, I am wondering what you have learned about communicating with grantees and non-grantees throughout the process? What worked well, and what did not seem to go so well?
    • September 13, 2018
    • Austin Frizzell
  • GEOList Members Only

    Racial Equity Training Specifically for Foundations

    I’m looking for recommendations of consultants and/or organizations that offer racial equity training specifically for foundations and grantmakers.
    • July 10, 2018
    • Austin Frizzell
  • Related Materials Members Only

    Conversation Starter: Understanding Incentives

    When certain aspects of the “old” culture seem intractable, even though new expectations have been introduced, the culprit could be that old behaviors are still inadvertently incentivised.
    • July 3, 2018
  • Related Materials Members Only

    Conversation Starter: Seeing and Understanding Culture

    This conversation starter will explore how foundation leaders have made organizational culture more visible to themselves and others.
    • July 3, 2018
  • Related Materials Members Only

    Conversation Starter: Translating Values into Practice

    Values gain meaning and immediacy when they have a direct connection to policies, practices and behaviors. This piece discusses the importance of translating values into specific, actionable behaviors that can be experienced and noticed so that the organization’s culture reflects those values.
    • July 3, 2018
  • Related Materials

    Organizational Culture: Articles and Readings

    This list compiles articles, reports and other readings on each phase of the culture framework.
    • July 3, 2018
  • Member Story Members Only

    Smarter Grantmaking in Action: Understanding Culture at the Bill & Melinda Gates Foundation

    The Bill & Melinda Gates Foundation initiated a multiyear process to shift its organizational culture. It all started with a deeper look at the current culture, the degree to which it matched the foundation’s values and aspirations, and potential changes to create more alignment.
    • June 22, 2018