Evaluation guides

Building mutually beneficial relationships – Top tips for Funders
Top tips for funders about how to build mutually beneficial relationship with their funding organisations.

Getting the best from external evaluations – Principles for funders
This resource is about external evaluations (for example of a grant programme), that are commissioned from consultants, universities or others. The headline message is that a successful commissioned evaluation comes

New principles for grant reporting (December 2018)
‘Funder-led. Bureaucratic. Time-consuming. Misunderstood.’ All words that have been used to describe UK grant reporting – the process (or processes) by which charities report their progress to funders. A group

Principles for Positive Partnerships
This guidance should help you feel more confident in your funding relationship and work together to achieve positive outcomes and learning from grant funding. It is for people in the

Walking the talk: A guide for funders on how we evaluate our policy and practice influencing work (2016)
Walking the talk is a guide produced by funders on how funders evaluate their policy and practice influencing work.

Walking the talk: A guide for funders on how we evaluate our policy and practice influencing work (2016) – logic model
This resource, which came from a guide produced by funders, is a logic model for funders’ policy and practice influence.

Walking the talk: A guide for funders on how we evaluate our policy and practice influencing work (2016) – case study
See case studies on improving the wellbeing and quality of life of care experienced by young people, and one on investing in play.
Reports

Five approaches to assessing the impact of unrestricted funding
‘Long-term flexible funding allows organizations to allocate resources where they are most needed, making room for innovation, emergence, and impact.’ Commissioned by Co-op Foundation, IVAR’s latest report explores how open and

Private: Report: Funders and funded in harmony – Where are we now?
This 2017 report reflects on Harmonising Reporting; it outlines the original problem to be solved and how Harmonising Reporting came about. The report includes examples and case studies of improvements in reporting practice since 2010 and summarises where we are now. It also has suggestions on what could come next.

Reporting on core funding – addressing the challenge
This short paper came from an event where funders and third sector organisations discussed the challenges of understanding and reporting on core funding. The paper does not have all the

Funders’ online reporting systems – a reflection paper (2018)
This paper is for funders that have, or are developing online reporting systems. It summaries reflections from a discussion session in January 2018 at which funders shared experiences of online

Report 1: Master Class: Small and Simple – Evaluating small grants – a briefing for funders
This report is about the first funder master class ‘Small and Simple”. The master class considered “what is good enough evaluation for small grants?”.

Report 2: Master Class: Evaluating our capacity building – a briefing for funders
This report contains the learning from the second of ESS’s programme of master classes.

Report 3. Master Class: Adding Up Outcomes
In the third funder masterclass ‘Adding Up Outcomes’ challenges such as ‘what are we measuring?’ were discussed.

Report 4: Master Class: Evaluating Together
This report is about the 4th funder master class ‘Evaluating Together’. This briefing note for funders shares key points from the master class and from the funders who took part.
Tools

Reporting practice – self-assessment tool
This tool comes from work by Evaluation Support Scotland and the Scotland Funders’ Forum to make reporting more useful and less burdensome for funders and funded organisations, and to improve grant management relationships.
Thematic programme resources

What works in Independent Support
This report brings together the learning from all the organisations taking part in Support in the Right Direction, a thematic programme to improve understanding about ‘what works’ in Independent Support

How was it for you? Learning events instead of written reports
Lara Murray (Fund Manager, Health and Social Care ALLIANCE Scotland) and Sarah Cleary (Health and Employability Service Manager, Volunteer Edinburgh)

















