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Making a difference: evaluating and assessing impact Jean Barclay Based on: Making a difference: funding financial inclusion An external evaluation of the Friends Provident Foundation’s Financial Inclusion Funding Programme 2005 to 2012, by Margaret Bolton and Jean Barclay Knowledge base increased
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Focus on The evaluation methods used 5 key lessons for the Foundation Challenges in evaluating foundations What can help? …………………………………… Useful references: www.outcomemapping.ca Trying Hard is not Good Enough: How to produce measurable improvements for customers and communities, M Friedman, Trafford Publishing, Canada (2005)
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What methods were used? Grouping projects by purpose Results accountability approach: how much was done, how well was it done, did it make any difference? Qualitative interviews with experts/sample of funded projects, plus project data/evaluations Building on knowledge of staff/trustees Evaluation framework derived from “outcome mapping” techniques
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Mapping whose outcomes? Knowledge System Organisations Individuals
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What are 5 key lessons for FPF? Articulating knowledge base / building learning around a “theory of change” Deciding what to fund and who to target: financial inclusion or financial capability? Sustainability of services funded Commissioning vs open funding programmes Focus for strategic impact: balance of funding across research, infrastructure and service delivery…supported by FPF communications/dissemination/championing
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Evaluating foundations: how to TACKLE the challenges? T heory of change A ttribution C hampioning K nowledge base L earning E xternal environment
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