Assessment & Learning

Identifying Methods to Measure Success

Effective philanthropy is a process of continual learning. A structured learning agenda and assessment plan will strengthen your philanthropic purpose, strategy, impact, and family engagement.

There are few certainties in philanthropy, but one is undeniable: good intentions are not enough. Nor are detailed plans and processes. You must spend time and other resources to reflect on fundamental questions and adapt your practices. Consider the following:

  • What impact have our partners had? Are we reasonable in our expectations of that impact?
  • Do our strategies, tools, and processes still make sense?
  • Are we making progress toward our goals and vision?
  • Are we improving in our ability to govern and manage our work?
  • Are we growing and learning as people, and are we preparing the next set of decision-makers?

Designed to help you continuously learn and improve, this primer and the following content offer ways to measure and evaluate your impact.

Download the Assessment and Learning Primer

Assessment & Learning (Video)