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 Jewlya Lynn, Sarah Stachowiak, Jennifer Byers

event Nov 2022

AEA Conference 2022

CEI is at the 2022 American Evaluation Association conference in New Orleans, with the theme: (Re)Shaping Evaluation Together. Check out our sessions and related presentations and handouts.

insight Aug 2022

Community in Philanthropy: What it is, why we need it, and how we can build it

If we are to meet justice, then we need to hold ourselves accountable in an environment that asks very little of us, and to support and encourage each other when our surroundings try to pull us back toward a status quo.

By Albertina Lopez

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 Julia Coffman, Jane Reisman, Tanya Beer

publication Mar 2022

Toward a Trust-Based Framework for Learning and Evaluation

What if we reimagined evaluation as an opportunity for funders to learn and evolve as stewards, rather than taking on the narrow–and virtually impossible–task of proving that limited grants make a measurable impact on longstanding, complex social issues?

By Dr. Chera Reid, Shaady Salehi

insight Feb 2022

How To Center Equity in Measurement, Learning, & Evaluation

NationSwell convened a panel of experts to talk about how organizations should think about equity when engaging with measurement, learning, and evaluation.

By Dr. Daniela Pineda, Dr. Amber Banks, Brianna Provenzano, Albertina Lopez

publication Jan 2022

Lost Causal: Debunking Myths About Causal Analysis in Philanthropy

Causal analysis is not just for controlled programmatic work, it is also for dynamic and emergent strategies that include network building, field building, advocacy, organizing, or movements.

By Jewlya Lynn, Sarah Stachowiak, Julia Coffman

publication Nov 2021

We need to articulate our assumptions so that we can test them. Here’s a guide to help.

This four-page guidance defines assumptions, explains why it is critical to articulate them, and then offers a set of prompting questions to help elicit them. Examples are included.

By Tanya Beer, Julia Coffman

publication Aug 2021

Holding Foundations Accountable for Equity Commitments

Philanthropy needs to transform the structures and processes through which foundations hold power, including how they conceive of and operationalize accountability through their approaches to strategy development, evaluation, and grantee reporting and monitoring.

By Tanya Beer, Patti Patrizi, Julia Coffman

publication May 2021

How Far Dare an Evaluator Go Toward Saving the World?

This article offers raw qualitative data as a supplement to the 2021 article authored by Michael Quinn Patton and published in the American Journal of Evaluation titled: "How Far Dare an Evaluator Go Toward Saving the World? Redux, Update, and a Reflective Practice Facilitation Tool."

By Michael Quinn Patton

publication Apr 2021

Policy Wins Aren’t Enough; We Need Advocacy that Builds Power

While getting policy wins and systems changes is important, what does it mean to center impacted communities as the drivers of change? What does it mean to make building their power the ultimate goal of advocacy work? What does it require of the broader ecosystem of advocacy actors who also are involved in the work? CEI's evaluation report of The California Endowment's Building Healthy Communities initiative explores these questions and more.

By Julia Coffman, Gigi Barsoum, Albertina Lopez, Mariah Brothe Gantz

publication Apr 2021

Approaches to Learning Amid Crises: Reflections from Philanthropy

Explore how foundations’ approaches to learning shaped their responses to the crises of 2020. In interviews with seven foundations from Canada and the U.S. in the summer and fall of 2020, the authors applied the lens of organizational learning to how each of these foundations made sense of their reality, asked different kinds of questions to inform their thinking, and acted in new or different ways as a result.

By Ben Liadsky, Andrew Taylor, Julia Coffman, Tanya Beer, Albertina Lopez