Planning and Evaluation


Fiscal responsibility requires careful planning to ensure resources are used in the most effective manner possible, focusing on the most important priorities or on efforts that have the highest impact.  Boards of directors are obligated to ensure programs are running as they should and achieving the desired outcomes.  Here are some tools for careful planning to determine desired outcomes and program evaluation to determine whether they have been achieved.  

Strategic Planning

Organizations benefit when board, staff and stakeholders work together to assess their environment, are clear about the mission, vision and values, choose strategic goals and outline how they will achieve those goals.  Many models for strategic planning exist.  Here are two to get you started: Authenticity Consulting/Free Management Library and Yellow Springs-based Fred Bartenstein and Associates.  

Be sure to check with the Center for a list of local facilitators and consultants available to assist your organization with strategic planning.

Program Planning and Logic Models

More and more grant funders (including the Toledo Community Foundation and the Center for Nonprofit Resources) are requiring organizations to submit the logic models they used to develop the program for which they are seeking funding.  In the past year the Center has sponsored two excellent workshops on program planning, logic models and program evaluation, both of whom are returning in 2014.  Click here to download Jacob Burgoon's Logic Model template or click here to download the template used by Laurel Molloy of Innovations Quantified.   Laurel also provided workshop participants with her Logic Model Tips. Below you will find additional resources.


Program Evaluation and Outcome Measurement

Choosing appropriate performance indicators or outcome measurements can be a challenge, but well worth the effort in therms of ensuring that a program is achieving desired results.  CompassPoint makes available an extensive Library of Performance Indicators to choose from.  BGSU's Jacob Burgoon provides some sample Evaluation Questions and Laurel Molloy provides Tips for Designing Surveys which are sometimes needed to gather information from program participants.
Needs Assessment and Evaluations

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The Center For Nonprofit Resources is a Partnership between United Way Toledo Community Foundation