1. Linking Strategy and Measurement in a Dynamic Environment PRESENTED BY Fay Twersky December 2-4, 2008 Impact of Monitoring and Evaluation Efforts on Design, Implementation & Resource Allocation Mtg in Berlin

2. Impact Planning and Improvement (IPI) STRATEGY MEASUREMENT USING DATA © 2008 Bill & Melinda Gates Foundation | 2

3. Grantmaking Define the Problem and Opportunity (Scoping & Look Back) The Philanthropic Life Cycle: Putting the pieces together Choose the Strategy & Explain the Initiatives Write the Execution Plan & Prepare Dashboard Annual Updates Reflection and learning

4. Strategy © 2008 Bill & Melinda Gates Foundation | 4 Measurement & Evaluation Purpose Strategy Measurement & Evaluation Historically Strategy and Evaluation have Not always Worked Together

5. © 2008 Bill & Melinda Gates Foundation | 5 A Pillar of Data

6. 3 Keys to Integrating Strategy and Measurement in a Dynamic Environment © 2008 Bill & Melinda Gates Foundation | 6 1.Be Clear about Purpose 2.Engage Stakeholders 3.Translate into Action

7. © 2008 Bill & Melinda Gates Foundation | 7 Getting Clear on Purpose: What do We Need to Learn? Execution Milestones: Inputs, Outputs & Processes Outcomes: Tracking Intermediate Change Impact: Understanding long-term sustainable change Questions Using the Data Audiences Timing Level of Certainty Data Sources Methods of Measurement

8. Example 1: Family Planning Reproductive Health Urban Initiative © 2008 Bill & Melinda Gates Foundation | 8 INDIA NIGERIA BMGF SENEGAL Measurement, Learning, Evaluation & Capacity Building Local Evaluators

9. © 2008 Bill & Melinda Gates Foundation | 9 Example 2: HOW? Build a process of engagement and reflection

10. Example 3: Constituent Voice © 2008 Bill & Melinda Gates Foundation | 10

11. © 2008 Bill & Melinda Gates Foundation | 11 Don’t Forget to Walk the Talk…and ask for feedback on OUR performance as grantmakers

12. 3 Keys to Integrating Strategy and Measurement in a Dynamic Environment © 2008 Bill & Melinda Gates Foundation | 12 1.Be Clear about Purpose What do we need to know and how will we use it? Gathering data that are pragmatically linked to strategy 2.Engage stakeholders Engage with stakeholders to plan, implement, synthesize and use data 3.Translate into Action Reflect on results, identify implications for practice Create action plan Nothing replaces the conversation

13. THANK YOU