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Learning from your grant

Learning from your grant. Carol Candler. Welcome Congratulations on your successful grant application!. Thank you for attending today. It’s much appreciated. What this is about. Today is all about Learning… From each other From what we all do

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Learning from your grant

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Presentation Transcript

  1. Learning from your grant Carol Candler

  2. WelcomeCongratulations on your successful grant application! Thank you for attending today. It’s much appreciated.

  3. What this is about Today is all about Learning… • From each other • From what we all do • From what works (and what doesn’t work quite so well!)

  4. What this is about …and Sharing • To celebrate what we’ve achieved • The people you work with • Your organisation • With our (and other funders) support • To learn from other organisations (and help them learn) • To share ‘the magic’

  5. Exercise - Introductions • In 2’s • Not someone you work with or know well • Who they are, what they do, what they like about their job

  6. Agenda • What is monitoring and evaluation and what do we learn from it? • Why is it important for you and to us at the Foundation? • Evaluation Planning Forms, Progress Reports and End of Project Reports • Lunch & learning

  7. What you are trying to achieve Not a simple cause and effect • Simple problem: following a recipe • Complicated problem: sending a rocket to the moon • Complex problem: raising a child

  8. Monitoring • Is about collecting information and keeping track of what is going on with your work. • Targets and milestones. • Questions to think about: • What will success look like? • How do we know we are on track? • What do we need to report? • Does a specific person have responsibility for this?

  9. Evaluation • Evaluation is • a way to get at what works – and what doesn’t. • a way to help grant-makers and ‘grantees’ understand and solve problems more effectively as time goes on - better services and support. • a way to get at the ‘so what’ and celebrate success • Evaluation is not an event…but is an ongoing process

  10. evaluationandlearning • Measuring only measures what can be measured; value is something wider. • Mission statements: core values and aims can help you remember your beneficiaries • Everyone learns more from mistakes than from perfection. We will not penalise you if things don’t work. • What difference does your work make – how valuable is it to the people you work with?

  11. Exercise – What do you need to know? On your own • Quickly write down 3 – 5 things you do at work already as part of monitoring and evaluation In pairs of pairs (4’s) - discuss • What are your reasons for doing these? • What do you get out of it? • How does it / could it benefit your organisation? • How does it / could it benefit those people your organisation aims to support?

  12. Summary • Monitoring and evaluation can help you plan your work more effectively and make sure you are responding to the needs of your service users • It will allow you to identify potential problems and to see if changes are necessary • It can demonstrate success and show your value • It can provide evidence for future funding applications • It works best if helpful to you and your funders

  13. Break

  14. Why does it matter to us? • Helps us to learn to be more effective grant-makers • Shows us what works and what doesn’t work so well • Enables us to share the lessons • Informs our planning and policy making • It helps us towards our overall aims. • “No failure but failure to learn”

  15. What we do • We try to make our system as simple as possible • We try not to be too bureaucratic • We can still be contacted by phone or email if there are any problems.

  16. What we expect – yrs 1 & 2 Progress reports • What has happened over the year? • Beneficiaries (Who, how)? • What have you learnt as you’ve gone along? Are there any changes you’ve made / want to make? • Strengths and weaknesses; be honest – we’re trying to learn, not trip you up! • Has anything unexpected happened?

  17. What we expect – end of project ‘Final’ reports • Summary of 3 years progress • What difference has your work made ? Eg: more people getting qualifications, you’ve secured a contract, your organisation has more confidence or ambition, the people you work with value you - Use people’s stories & feedback. Don’t forget to show the magic! • Media coverage, new members of staff, partnerships and networks. • Learning for future projects (yours and others) • Plans for the future

  18. Exercise – Progress reports Review the examples: • What information should be included? • too much / too little information? • what is important? • how should it be presented? • What would improve them / how would you make the reports ‘live’?

  19. What makes a good report? • Brief, clear and interesting • Describes progress (project and individual) • Describes what has changed (in project and as a result) • Gives examples (quotes / stories) • Identifies lessons learned • Celebrates success / highlights the ‘magic’

  20. Sources of support / information • Our website • Charities Evaluation Service • Performance Hub • Paul Hamlyn Foundation, Baring Trust (UK) • New Philanthropy Capital • Kellog, Rockerfeller Foundations (US) • Arts Council England • And many more ……….

  21. Remember • So what???............

  22. Thank You • Lunch • Opportunity to discuss your individual EPF or ask any questions • Feedback forms

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