Resources

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

Publication

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

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About 1055 results.

  • GEOList

    GEOList Summary: Foundation funding for policy advocacy

    Colleagues - I am writing a brief on different models of foundation funding for policy advocacy, on any topic. I'm reaching out with a couple of questions/invitations. I know of many models (and Alliance for Justice resources), but if anyone is particularly proud of your model of funding policy advocacy, I'd love to try to include it (especially use of the specific project grant rule). Second, would anyone be interested in reviewing the draft (about 3000 words) and giving me feedback? Thanks!
    • October 25, 2019
    • Bo Dorsey
  • GEOList

    GEOList Summary: Using GMS for evaluation and learning

    I’m interested in hearing from peers how you utilize your Grants Management System (GMS) to support evaluation and learning work. Our current system at the National Endowment for Democracy is configured more for the grant and compliance side of our grantmaking and all of our evaluation and learning work is happening in “shadow” systems. We’re working with a consulting firm that’s taking us through a process, so my questions are more about how your GMS fits into your evaluation and learning work and what you like/don’t like about your current set-up. This is probably better suited to a conversation rather than an email, so please respond if you’re willing to speak with me and we can connect. Thank you in advance,
    • October 25, 2019
    • Bo Dorsey
  • GEOList Members Only

    GEOList Summary: Guidance for Dissemination Plans

    In our application process, The Retirement Research Foundation (RRF) asks applicants to describe their dissemination plan, i.e., how they will disseminate/share their findings, lessons learned, tools, and products. We typically get very general responses such as they plan to present at conferences, submit to peer review journals, put information on their website, etc. We would like to provide better direction for our applicants to encourage them to think more creatively about developing a robust, proactive dissemination plan, with specific target audiences and strategies. Do you have any language in your grant application, tips on your website that define dissemination, or do you provide any guidance or tools that help applicants develop and describe their dissemination plan that you can share with RRF?
    • September 26, 2019
    • Rylan Kepner
  • GEOList Members Only

    GEOList Summary: Improving Our Grantmaking Practices

    Have you made improvements to your grantmaking, including the idea cultivation/grantee relationship management, application process, approval process, reporting requirements, or other elements you've deemed important, and are you willing to share them with us? Did you work with any consultants on the above whom you'd recommend?
    • September 26, 2019
    • Rylan Kepner
  • GEOList Members Only

    GEOList Summary: Communications Director Job Descriptions or Best Practices

    The Deutsch Foundation is hiring our first Communications Director and I am looking for examples of job descriptions, and/or best practices for hiring this position.
    • September 19, 2019
    • Rylan Kepner
  • GEOList Members Only

    GEOList Summary: Request for Innovation Officer Position Description

    As The Patterson Foundation continues to evolve, we are interested in learning from colleagues who have a position focused on innovation… such as a Chief Innovation Officer… or Chief Disruption Officer….or Futurist Officer. We welcome guidance from foundations who have created such a role, along with any contacts or links that would be appropriate.
    • September 10, 2019
    • Rylan Kepner
  • GEOList Members Only

    GEOList Summary: Investment Advisor RFP Timeline Guidance

    Our Foundation is creating a policy for how often we should require an RFP process for evaluating and hiring investment advisors. By establishing a set timeline, we hope to make the process more about good governance and less about emotion. We are seeking feedback from funders who have established specific timeline for how often this process is undertaken.
    • September 6, 2019
    • Rylan Kepner
  • GEOList Members Only

    GEOList Summary: Financial Dashboard examples

    Our Foundation is working on creating a financial status dashboard to present to our board on a quarterly basis. This would include investments and dividends, expenditures, future liabilities, etc. I’m wondering if others have examples of this type of dashboard that they would be willing to share with me?
    • September 5, 2019
    • Rylan Kepner
  • GEOList Members Only

    GEOList Summary: Salesforce adoption within Program (grantmaking) departments

    I am spearheading a Salesforce adoption process within our foundation’s Program department. Our Philanthropy Group (development and donor services team) implemented it successfully over a year ago. Given the inherent Salesforce benefits (and clear use cases) for the development and donor services side of things, I am curious to learn if other foundations have successfully implemented Salesforce (or are on the journey to) within their grantmaking departments? If so, I would be grateful to learn and chat more with folks about: - What benefits have you seen from the process/adoption of Salesforce among your Program staff? (I.e. time saved, stronger relationships with grantees/community partners, automated processes and workflows, increased collaboration across your foundation’s departments, better knowledge management etc.) - What has not gone well? And/or what roadblocks do you see ahead? - Broadly, what does success look like for you? - What core or baseline data about your interactions with grantee (or non-grantee) partners does your Program staff consistently log (or is expected to log) in the system?
    • September 3, 2019
    • Rylan Kepner
  • GEOList Members Only

    GEOList Summary: Social Inclusion for Part Time Staff

    I am interested in getting info from funders with part-time staff regarding participation in social events the foundation puts on for staff. Holiday party, any team-building efforts such as a picnic, ballgame, etc. I’d like to know if things happen during the work day, are part-time staff invited, and if so, are they paid for this time as part of their part-time wages.
    • August 29, 2019
    • Rylan Kepner