1. Assessing the impacts of your grants: what and how to measure
Yorkshire Grant Makers’ Forum: Being an effective grant maker
17 November 2016
Assessing the impacts of your grants: what and how to measure
Shehnaaz Latif
Senior Consultant

2. outline Shehnaaz Latif Senior Consultant What type of funder are you?
What do you need to know and why?
Jargon busting!
Good practice principles
Gathering information
An example
Shehnaaz Latif
Senior Consultant

3. What type of funder are you?

4. WHAT DO YOU NEED to know, AND WHY?
Are we making good decisions?
Do projects need further support?
Fit for purpose?
Making a difference?
Good practice?
Financial accountability?
Sustainability?
Learning and/or policy-making

6. Good practice principles
Clear m&e policy and practice
Adequate resources
Explicit reporting requirements
Needs are justified
Requirements limited to essential and usable
Problems are reported
Practical support is offered
Users contribute feedback
Focus on outcomes
Information is used
Effective learning
Plus: proportionality; funding purpose; risk management

7. A proportionality matrix: An example
Size of grant
Type of monitoring/evaluation
Annual report and statement of expenditure
Report form
Visit
External evaluation
£0-£5,000 x
£5,001-£20,000
£20,001- £50,000
£50,001+

8. Standards of evidence What depth of information do you want?
How will you encourage and check quality?
What is the balance of information you want – quantitative and qualitative?
Will you find case studies useful?
How will you use visual evidence?
Consider:
Setting indicators and/or targets?

9. AN EXAMPLE:
Reflecting on your original project plan, please complete and return this evaluation report keeping your answers to no more than two pages, to XXXX
1. Has your project run to schedule and budget?
2. What have been the successes?
3. What have been the challenges?
4. What are your next steps?
5. Do you have any other comments or news to share?
Please include an updated budget for the funded work

10. USEs of data?

11. FURTHER READING
Blog: CES’ free publication ‘Does your money make a difference?’ sets out good practice in monitoring and evaluation by funders: Inspiring Impact provides a series of principles to guide funders’ work in this area: How to cost an external evaluation: What to include in an evaluation brief:

12. Independent evaluation
Theory of change
Independent evaluation
Free online resources

13. KEEP in Touch… Twitter: @CESOnline Tel: 020 7520 3193
Tel:

14. Search for NCVO membership Visit www.ncvo.org.uk/join
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We connect, represent and support over 12,000 voluntary sector member organisations, from the smallest community groups to the largest charities.
This helps our members and their millions of volunteers make the biggest difference to the causes they believe in.
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