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Collective Impact Funder Community of Practice: In-Person Meeting | September 29, 2016 PREPARED FOR: COLLECTIVE IMPACT FUNDER COMMUNITY OF PRACTICE PARTICIPANTS An Initiative of FSG and Aspen Institute Forum for Community Solutions Agenda for


  1. Collective Impact Funder Community of Practice: In-Person Meeting | September 29, 2016 PREPARED FOR: COLLECTIVE IMPACT FUNDER COMMUNITY OF PRACTICE PARTICIPANTS An Initiative of FSG and Aspen Institute Forum for Community Solutions

  2. Agenda for Today’s COP Meeting Time Agenda Item 8:00-8:30am Breakfast 8:30-9:00am Introductions and Recap from Last Night 9:00-10:15am Evaluating Collective Impact (part 1) 10:15-10:30am Break 10:30-12:00pm Evaluating Collective Impact (part 2) 12:00-1:15pm Lunch 1:15-2:45pm Peer Assist Workshops 2:45-3:00pm Break 3:00-3:45pm Peer Assist Workshops (continued) 3:45-4:00pm Wrap Up and Next Steps 4:00-4:30pm Meeting Adjourned; Open Time / Networking 4:30-6:00pm Optional Happy Hour: Tavern at the Park, 130 E. Randolph St. 2 An Initiative of FSG and Aspen Institute Forum for Community Solutions

  3. I. Introductions and COP Overview II. Evaluating Collective Impact III. Lunch Peer Discussions IV. Peer Assist Workshops V. Wrap Up and Next Steps 3 An Initiative of FSG and Aspen Institute Forum for Community Solutions

  4. Warm Up Activity Individually, write down as many types of fish as you can As you introduce yourself, let’s create a list of ALL the types of fish that the group identified An Initiative of FSG and Aspen Institute Forum for Community Solutions

  5. Please Introduce Yourself to the Full Group • Name • Role • Organization • Issue(s) that you are working on in collective impact • Name a fish that hasn’t been mentioned yet by someone else 5 An Initiative of FSG and Aspen Institute Forum for Community Solutions

  6. Goals of the Collective Impact Funder Community of Practice • Networking and building relationships with other funders of collective impact • Learning about the strategies and nuances for funders engaging in collective impact , and how to most effectively engage in and support collective impact • Improving the practice of grantmakers as funders and partners in collective impact 6 An Initiative of FSG and Aspen Institute Forum for Community Solutions

  7. Since Mid-2014, the CI Funder COP Has Offered Meetings and Peer Learning Calls on Topics Such as Community Engagement, Equity, Funder Alignment, and Leadership May 2015: Sept. 2014: Jan. 2015: Feb. 2016: Sept. 2016: Second 30+ COP Small group Fourth in- Fifth in- annual CI participants peer person person Funder join first knowledge COP COP Convening large group exchange meeting meeting (New learning call calls begin (DC) (Chicago) Orleans) 2014 2015 2016 Nov. 2014: Feb. 2015: May 2014: 40 Second in- Oct. 2015: COP June 2016: attendees person Third in- launches at Third at first in- COP person first annual annual CI person meeting COP CI Funder Convening COP (DC); 50+ meeting Convening (Seattle) meeting orgs now in (Chicago) (Aspen) (Seattle) the COP 7 An Initiative of FSG and Aspen Institute Forum for Community Solutions

  8. 48 Organizations Are Currently Participating in the CI Funder COP Confirmed Funder COP Participants (as of September 2016) • Annie E. Casey Foundation • Santa Fe Community Foundation • Aspen Community Foundation • SC Ministry Foundation • Bill & Melinda Gates Foundation • Social Venture Partners • Campbell Soup Company • Stuart Foundation • Community Memorial Foundation • The Children’s Trust • First 5 LA • The Community Foundation of Herkimer & Oneida • First 5 Monterey County Counties • GlaxoSmithKline • The Findlay-Hancock County Community Foundation • Greater Cincinnati Foundation • The HCA Foundation • Gulf Coast Community Foundation • The Lake County Community Foundation • Healthcare Georgia Foundation • The Rider-Pool Foundation • Health Foundation of Central Massachusetts • The Raikes Foundation • Health Foundation of South Florida • The Seattle Foundation • Hunt Alternatives / Demand Abolition • The Staten Island Foundation • Institute of Mental Hygiene • The William & Flora Hewlett Foundation • Interact for Health • United Way of Greater Cincinnati • Lake Area United Way • United Way of Hancock County • Legacy Foundation • United Way of Northwest Vermont • Lumina Foundation • United Way of the Greater Lehigh Valley • Mat-Su Health Foundation • United Way of the Greater Triangle • Michigan College Access Network • Venture Philanthropy Partners • Monterey Peninsula Foundation • Wisconsin Partnership Program • Northside Funders Group • Funder COP Organizing Partners: Aspen Forum for • Ontario Trillium Foundation Community Solutions, FSG, GEO, and GFE • Robert R. McCormick Foundation • Saint Francis Foundation 8 An Initiative of FSG and Aspen Institute Forum for Community Solutions

  9. COP Participants Are Geographically Diverse, But Also Have Clusters in Places like Chicago, Cincinnati, and Seattle = Headquarters of CI Funder COP Participant 9 An Initiative of FSG and Aspen Institute Forum for Community Solutions

  10. I. Introductions and COP Overview II. Evaluating Collective Impact III. Lunch Peer Discussions IV. Peer Assist Workshops V. Wrap Up and Next Steps 10 An Initiative of FSG and Aspen Institute Forum for Community Solutions

  11. Evaluating Collective Impact Requires a Mindset Shift for Many Funders and Practitioners Evaluating CI as a Complex Typical Focus of Intervention Program Evaluation Assessing multiple parts of the Assessing the impact of a system, including its components specific intervention and connections Evaluating effects and impact Evaluating intended and according to a predetermined unintended outcomes as they set of outcomes emerge over time Using logic models that imply Evaluating non-linear and non- cause and effect, and linear directional relationships between relationships the intervention and its outcomes Providing findings at the end of Embedding feedback and the evaluation learning through the evaluation 11 An Initiative of FSG and Aspen Institute Forum for Community Solutions

  12. Evaluating a Collective Impact Effort Involves Looking at Four Aspects of the Work For example… • Community culture and history 1 The initiative’s context • Demographic and socio-economic conditions • Political context • Economic factors … the effectiveness of 2 The CI initiative itself • The five core elements of collective impact • The initiative’s capacity • The initiative’s learning culture … changes in: The systems targeted by the • Individuals’ behavior 3 • Funding flows initiative • Cultural norms • Policies …changes in: 4 • Population-level outcomes The initiative’s impact • The initiative’s (or community’s) capacity for problem-solving 12 An Initiative of FSG and Aspen Institute Forum for Community Solutions

  13. CI Efforts Should Use Both Shared Measurement and Evaluation to Understand Their Effectiveness and Impact Evaluation refers to a range of activities that involve the planned, Evaluation purposeful, and systematic collection of information about the activities, characteristics, and outcomes of a CI initiative Shared Measurement Systems Shared measurement systems (SMS) (SMS) use a common set of indicators to monitor an initiative’s performance and track its progress toward goals SMS can be both an input to evaluation (by providing data and/or shaping evaluation questions) and an object of evaluation 13 An Initiative of FSG and Aspen Institute Forum for Community Solutions

  14. The Focus of Evaluation – and the Data Collection Methods Used – Will Evolve Throughout the Life of the Initiative CI partners can use the framework to help focus their evaluation 14 An Initiative of FSG and Aspen Institute Forum for Community Solutions

  15. Example: Understanding Progress Toward Shifting Funding Flows An assessment of the CI initiative’s Intermediate Outcomes process could focus on changes in systems, such as funding flows or cultural norms 15 An Initiative of FSG and Aspen Institute Forum for Community Solutions

  16. Example: Understanding Progress Toward Shifting Funding Flows Learning Question: To what extent, and in what ways are the flows of philanthropic and public funding shifting to support the goals of the CI initiative? Sample Outcomes Sample Indicators  Overall philanthropic funding for the targeted issue Philanthropic funding in the targeted issue area/system is area or system has increased increasingly aligned with the  New / Existing philanthropic resources are aligned goals of the CI initiative towards evidence-based strategies in the targeted issue area/system  Philanthropic funding is increasingly designed to allow for program innovation and experimentation in the targeted issue area/system  Grantmakers participate in funding collaboratives to Philanthropic and public funders leverage funding for the targeted leverage resources toward the targeted issue issue area/system through area/system (as relevant) partnerships and collaborative  Philanthropic and public funders engage in public- funding efforts private partnerships to leverage resources toward the targeted issue area/system 16 An Initiative of FSG and Aspen Institute Forum for Community Solutions

  17. Key Takeaways 1 2 3 Embed evaluation in Set reasonable Be thoughtful about the initiative’s DNA expectations your evaluation partners 17 An Initiative of FSG and Aspen Institute Forum for Community Solutions

  18. Evaluating Collective Impact Collective Impact Funders Community of Practice Chicago, IL September 2016

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