Identifying Methods to Measure Progress
This primer will help you and your family to craft an assessment and learning plan to help define and measure the progress and success of your strategy, governance, and administrative efforts. It includes worksheets to help you apply the concepts to your work as well as a playbook that you can create with your family to codify decisions and plan your course of action.
Change requires action. It also requires a commitment to ongoing learning and a willingness to adapt your practices in response to a greater awareness of what promotes success for you and your partners. Use this primer to help craft your plan.
The Family Giving Lifecycle primers are available to NCFP Members and Network Partners.
Watch the Assessment and Learning Explainer Video
Related Resources
- Measuring What Counts: Meaningful Evaluation for Family Foundations
Techniques for family foundations interested in cost-effective assessments of their giving.
- Learning Together for Exponential Results: How Two Flora Family Foundation Leaders Activated Shared Knowledge
Members of the Flora Family Foundation Family Council explore why they prioritize learning in their roles and how learning as a pair has had exponential results when it comes to understanding issue areas and approaches.
- The Step-by-Step Guide to Evaluation
What is evaluation? How can it help your organization? And how can you work more effectively with your evaluator?
- The Power of a Learning Journey
The benefits of collective learning as a family and how to design a learning journey.
For more resources on assessment and learning, please visit the resource library.