Browse The California Endowment Resources
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Achieving a Policy Change: Key Strategies and Factors for Success The authors, from the Philip R. Lee Institute for Health Policy Studies at the University of California, San Francisco, presented the following issue brief at the American Evaluation Association 2008 conference. The document includes two case studies from an evaluation of The California Endowment's Clinic Consortia Policy and Advocacy Program between 2001 and 2006. Author: Gardner, Annette; Marshall, Nell; Geierstanger, Sara; Quinn, Holly Type: Research & Reports Date: Oct 1, 2008
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Advocacy Evaluation Advances Framing Paper This framing paper provides the rationale, goals, and background information for the Advocacy Evaluation Advances convening held in Los Angeles on January 20-21, 2009. Produced prior to the convening, the paper offers an overview of topics to be discussed and current advocacy evaluation practice, illustrated with real-life examples drawn from the convening agenda.
Author: The California Endowment Type: Research & Reports Date: Jan 20, 2009 Be the first to review this resource! Download (314.5 KB) -
Advocacy Evaluation Update (Issue #1, June 2007) The inaugural issue of Innovation Network's Advocacy Evaluation Update includes the following:
1) brief updates about new models, guidelines, thinking, and resources in the field of advocacy evaluation; and
2) evaluation stories about advocacy and evaluation efforts undertaken by Oxfam, Open Society Institute, and the California Endowment.
Author: Innovation Network Type: Newsletters & Periodicals Date: Jun 27, 2007 Be the first to review this resource! Download (490.28 KB) -
Advocacy Evaluation Update (Issue #5, February 2009) The fifth edition of Innovation Network's Advocacy Evaluation Update (AEU) newsletter includes the following:
1. News from the Advocacy Evaluation Advances convening in California;
2. Advocacy evaluation session summaries from the American Evaluation Association (AEA) annual meeting;
3. AEA 2009 call for sessions; and
4. News on the upcoming Foundation Review issue on advocacy and policy change.
Author: Innovation Network Type: Newsletters & Periodicals Date: Feb 1, 2009 Be the first to review this resource! Download (350.84 KB) -
Advocacy Evaluation Update (Issue #8, January 2010) In this issue:
1. Feature: Rhonda Schlangen discusses advocacy evaluation lessons learned in Nigeria and Kenya.
2. Spotlight: System Mapping in Advocacy Planning and Evaluation
3. Profile: Center for Evaluation Innovation
4. Editor's Picks: Two new resources from Cause Communications and Keystone Accountability.
This issue was produced with support from The California Endowment and The Atlantic Philanthropies.Author: The Center for Evaluation Innovation; Innovation Network, Inc. Type: Newsletters & Periodicals Date: Jan 14, 2010 Point K Pick Be the first to review this resource! Download (266.75 KB) -
AEA Workshop Presentation: "Expanding Advocacy Capacity" The authors, from the Philip R. Lee Institute for Health Policy Studies at the University of California, San Francisco, presented the following slides during a workshop at the American Evaluation Association 2008 conference. Their session covered the findings (and methods) from their evaluation of The California Endowment's Clinic Consortia Policy and Advocacy Program. Author: Gardner, Annette; Geierstanger, Sara; Brindis, Claire Type: Presentation Slides Date: Oct 28, 2008 Be the first to review this resource! Download (850 KB) -
Assessing Advocacy A summary of a a case study of the campaign by Uniting Justice to influence Industrial Relations
legislation in Australia.Using Action Aid and California Endowment resources, Whelan maps out a number of dimensions of potential outcomes in advocacy campaigns and projects.
Author: Justin Whelan Type: Tipsheets & Paper Tools Date: Jun 1, 2006 Be the first to review this resource! Download (67.22 KB) -
Banning Junk Food and Soda Sales in the State's Public Schools This report describes advocates' struggle in California to ban junk food and soda sales in public schools. The authors highlight successes, failures, and turning points of the effort, culminating in the 2005 Governor’s Summit on Health, Nutrition and Obesity. Author: Isaacs, Stephen and Swartz, Ava Type: Research & Reports Date: Oct 1, 2006 Be the first to review this resource! Download (325.71 KB) -
Brief: "Pathways for Change: 6 Theories about How Policy Change Happens" ORS' Sarah Stachowiak discusses six theories on the process of policy change. This brief was published with the support of The California Endowment. Author: Organizational Research Services Type: Research & Reports Date: Jan 1, 2009 Be the first to review this resource! Download (200.21 KB) -
Clinic Consortia: Policy and Advocacy Program Evaluation Many community health centers in California have formed regional consortia and statewide organizations. The California Endowment funded 19 such consortia to strengthen their capacity to support community clinic management, leadership development, policy, and systems integration needs. This paper describes the evaluation results of the program for the years 2001-2003. The evaluation was conducted by the Institute for Health Policy Studies at the University of California, San Francisco (UCSF). Author: Gardner, Annette Type: Research & Reports Date: Oct 1, 2005 Be the first to review this resource! Download (345.91 KB) -
Current Advocacy Evaluation Practice Framing Paper Written for the Advocacy Evaluation Advances convening in January 2009, this paper summarizes the current state of advocacy evaluation practice. The paper identifies four evaluation design questions and then offers common responses to those questions: Who will do the evaluation?; What will the evaluation measure?; When will the evaluation take place?; and What methodology will the evaluation use?
Author: Julia Coffman Type: Research & Reports Date: Jan 31, 2009 Be the first to review this resource! Download (297 KB) -
Nonprofit Genie Nonprofit Genie is a searchable collection of online resources operated by CompassPoint Nonprofit Services. Topics include:
Author: CompassPoint Nonprofit Services Type: Websites & Online Tools Date: Jan 18, 2008 Be the first to review this resource! Web Link -
Report: "What Makes an Effective Advocacy Organization? A Framework for Determining Advocacy Capacity" TCC Group's Jared Raynor, Peter York and Shao-Chee Sim authored "What Makes an Effective Advocacy Organization? A Framework for Determining Advocacy Capacity" based on TCC's evaluation of a cohort of advocacy groups funded by The California Endowment. Author: TCC Group Type: Research & Reports Date: Jan 1, 2009 Be the first to review this resource! Download (5.81 MB) -
Social Movements and Philanthropy: How Foundations Can Support Movement Building Building on research conducted for the California Endowment, this article describes five core movement-building elements and provides a framework for activities that foundations can support to foster movement building. Movement building presents unique challenges to foundations. Because movements, by definition, must be driven by the people who are most affected, foundations cannot determine the goals and timetables of a movement. Foundation investments in movements are just that – investments for the long term. Author: Barbara Masters, M.A., and Torie Osborn, M.B.A. Type: Newsletters & Periodicals Date: Oct 2, 2010 Be the first to review this resource! Download (326.55 KB) -
Summary of Expert Interview Findings for Evaluating Policy and Advocacy Organizational Effectiveness This report summarizes TCC’s recent interview findings with selected policy advocacy experts (such as funders, researchers, consultants and practitioners) as well as a literature review of recent research. Drawing from its own work in organizational development and organizational effectiveness, TCC probed experts around four capacities TCC has found to be central to organizational effectiveness (leadership, adaptive, management and technical). The primary purpose of the research was to understand how the framework applies specifically to effective advocacy organizations. Author: TCC Group Type: Research & Reports Date: Jun 28, 2006
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The Challenge of Assessing Policy and Advocacy Activities The paper is designed to outline an approach to policy change evaluation grounded in the experience of experts and foundation colleagues. (See Appendix A for the research methodology.) This paper first posits three key priorities in evaluating policy change work, drawn from interviews with grantees and staff from The California Endowment on their needs concerning policy change evaluation. It also discusses the challenges inherent in monitoring and assessing these types of grants.
Author: Commissioned by The California Endowment. Researched and Written by Blueprint Research and Design, Inc. Type: Research & Reports Date: Oct 1, 2005 Be the first to review this resource! Download (2.84 MB) -
The Challenge of Assessing Policy and Advocacy Activities Part II After "The Challenge of Assessing Policy and Advocacy Activities" was published, the California Endowment Fund vetted the report findings and determined how to implement its recommendaions by convening a small group of foundation staff, grantees, and evaluators to engage in a series of discussions on the main themes of the report.
Author: Researched and written by Blueprint Research & Design, Inc. Type: Research & Reports Date: Oct 1, 2006 Be the first to review this resource! Download (1.51 MB) -
The Challenge of Assessing Policy and Advocacy Activities: Part II - Moving from Theory to Practice This report synthesizes the results of a series of discussions that were a response to Blueprint's October 2005 report, "The Challenge of Assessing Policy and Advocacy Activities: Strategies for a Prospective Evaluation Approach" (q.v.) The discussions centered on three key themes of the 2005 publication:
- developing a theory of change,
- defining benchmarks and indicators and collecting data, and
- using findings.
This report is organized into two broad sections:
Author: Blueprint Research & Design Type: Research & Reports Date: Oct 1, 2006
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The Challenge of Assessing Policy and Advocacy Activities: Strategies for a Prospective Evaluation Approach This publication begins with an overview of the advocacy evaluation field, noting challenges to evaluating advocacy, the current state of advocacy evaluation, and guiding principles for policy change evaluation. The report goes on to outline a "prospective evaluation approach" which (in contrast to a retrospective approach) allows evaluation to become a management and planning tool. The prospective advocacy evaluation approach involves four steps:
Author: Blueprint Research & Design Type: Workbooks & Guides Date: Oct 1, 2006
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Unique Methods in Advocacy Evaluation This brief describes four new methods developed to respond to advocacy’s unique measurement challenges:
- Bellwether Methodology
- Policymaker Ratings
- Intense Period Debriefs
- System Mapping
It was authored by Ehren Reed of Innovation Network and Julia Coffman, an evaluation consultant, with the support of The California Endowment. They first presented this brief at the Advocacy Evaluation Advances convening in Los Angeles, CA in January, 2009.
Author: Coffman, Julia; Reed, Ehren Type: Research & Reports Date: Jan 1, 2009
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What Makes an Effective Coalition This paper explores the evidence base for what makes an effective coalition with the assumption that understanding what makes them effective and how to assess and improve them will increase their effectiveness as an advocacy tool and reduce potential frustrations associated with operating in coalition.
Author: Jared Raynor, TCC Group Type: Research & Reports Date: Mar 1, 2011
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