Resources

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

Publication

Engaging Boards and Trustees in Strategic Learning: A Toolkit

The fields of strategic learning and evaluation have also grown and shifted over the last decade, and new ways of thinking about and evaluating grantmaking and its impacts have emerged. This paper responds to these changes and provides a fresh outlook and set of resources for grantmaker CEOs, evaluation staff, and senior leaders to use to engage their boards and trustees in strategic learning. Our hope is that staff and leaders use any or all of the ten tools we have developed to help board members and trustees understand what strategic learning is (and isn’t), why it is important, and how to better incorporate strategic learning practices into their work.
  • January 17, 2019

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About 986 results.

  • GEOList Members Only

    GEOList Summary: Matching Gift Policies

    We are seeking information about other foundations who offer matching gift programs along with eligibility for and limitations of their programs.
    • January 25, 2019
    • Emily Kepner
  • 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
    • Emily Kepner
  • GEOList Members Only

    GEOList Summary: Documenting Grantee Interactions

    At the Global Fund for Children, we are trying to get better at documenting interactions with our grantee partners. We would like to support our Program Officers to document phone calls, site visits, introductions made, and other important interactions using our current system, GIFTS Online, so that we may better track our inputs and relationships over time. As we offer capacity development services with our funding, we believe that better tracking will enable to us to keep clear records of how we engage with partners and improve institutional memory. We would love to know if anyone has any resources or strategies to help reinforce the importance of this practice for staff so it becomes a regular part of partner engagement and not an admin burden. Any practices in general that colleagues have found helpful around documentation would also be welcome.
    • January 24, 2019
    • Emily Kepner
  • GEOList Members Only

    GEO Summary: Time Tracking Policy

    The Finance Department at Global Fund for Children is working towards redesigning the way we manage and report on institutional grants. We are interested to know how you allocate program staff’s time who works on multiple grants in your accounting system.
    • January 23, 2019
    • Austin Frizzell
  • GEOList Members Only

    GEOList Summary: Student Loan Payments as an Employment Benefit

    Does anyone have resources/information on providing student loan payments to employees as an employment benefit?
    • January 18, 2019
    • Austin Frizzell
  • Publication

    Engaging Boards and Trustees in Strategic Learning: A Toolkit

    The fields of strategic learning and evaluation have also grown and shifted over the last decade, and new ways of thinking about and evaluating grantmaking and its impacts have emerged. This paper responds to these changes and provides a fresh outlook and set of resources for grantmaker CEOs, evaluation staff, and senior leaders to use to engage their boards and trustees in strategic learning. Our hope is that staff and leaders use any or all of the ten tools we have developed to help board members and trustees understand what strategic learning is (and isn’t), why it is important, and how to better incorporate strategic learning practices into their work.
    • January 17, 2019
  • GEOList Members Only

    GEOList Summary: Written Policies and Procedures

    As we strive to be more efficient we need to create manuals containing this information as well as an employee manual. Is there a template that is available for us to use and tailor for our needs?
    • January 17, 2019
    • Austin Frizzell
  • GEOList Members Only

    GEOList Summary: Grappling with Privacy versus Transparency in a Family Foundation

    Does anyone know of any sources/policies that touch upon the issue of Family foundations’ with regard to privacy versus transparency?
    • January 16, 2019
    • Austin Frizzell
  • GEOList Members Only

    GEOList Summary: Staff Travel Guidelines

    The Arcus Foundation is seeking information about fellow funders’ policies and protocols for when staff travel. We’re interested in example guiding principles or expectations and other best practices that help ensure staff safety while traveling as well as enable workflow continuity. Please let us know if you have resources or strategies that might be of assistance to us.
    • January 10, 2019
    • Austin Frizzell
  • GEOList Members Only

    GEOList Summary: Scholarships for Trainings and Conferences

    As part of our capacity building program, we would like to provide scholarships for our grantees to attend trainings and conferences (both local and out-of-town) focused on racial equity. From GEO members who do provide scholarships, I'd love to hear more of the details of your program.
    • January 2, 2019
    • Emily Kepner