Enhancing the Post-Grant Evaluation Process: Insights and Recommendations for Community Foundations

1. Assessment of the Post-Grant Evaluation Process Arumi, Corinne, Ed, Lonnie, Mandip and Martha

2. Outline of Presentation • Community Foundation Background • Project Description • Methodology • Findings • Recommendations

3. Background • Community Foundation • Aims/ Goals • Stakeholders • Donors • Grantees • The Community at Large

4. Project Description • Post Grant Reporting • Analyzing the process - Best Practice - Surveys - Info sharing

5. Methodology • Data Collection • Surveys • Grantee Interviews • Staff & Board Interviews • Data Analysis • Statistical • Blank Responses • Open-ended Questions • Categorize by funding range, sector, location

6. Findings • General Grantee Approval • Post Grant Reporting

7. Findings • General Grantee Approval • In general, the Community Foundation ranks above average or exceptional in grantee approval.

8. Findings • Post Grant Reporting • Funding range and comfort level with the Community Foundation • Amount of interaction with the Community Foundation • Helpfulness of the Luncheon • Internal Processes

9. Findings • Post Grant Reporting • Suggestions for Improvement NO YES

10. Findings • Post Grant Reporting • Reporting Time Frame

11. Short Term Recommendations Outline • Communicate Flexible Report Filing • Assess Grantee Impact in the Community and Health of Grantee Organization • Increase Guests and Networking Opportunities at Grantee Luncheons

12. Long Term Recommendations Outline • Continue to Develop Culture of Evaluation Within the Organization • Expand the Greater Funding Communities’ Knowledge of Lessons Learned • Invite Select Key Members of the Community to Grantee Luncheon • Grantee Interaction

13. Short Term Recommendations • Report Recommendations • Assessment – • Impact on grantee’s funding • “Do you believe the Community’s Foundation grant and endorsement for this project leveraged any other donations? Please elaborate” • Health of grantee organization • “How is your organization better off having undertaken the funded project?”

14. Short Term Recommendations • Luncheon Recommendations • Additional Guests • Benefit: strengthened communication • Cost: moving, catering • Possible Solution: Use grantee’s facility • Increase Networking Awareness

15. Long Term Recommendations • Continue to develop the evaluation culture. • Establish a budget. • Hire a full time evaluator. • Expand the greater funding community’s knowledge of “lessons learned” • Engage other local funding organizations to review projects they have worked on.

16. Long Term Recommendations • Grantee Interaction • Confirmation receipt. • Thank you note. • Closed grant memo for board members • Pros and Cons

17. CONCLUSION WE ARE NOW OPEN TO QUESTIONS