by Jindra Cekan | Apr 6, 2017 | Aid effectiveness, Better Evaluation, Evaluation, ex-post evaluation, Faster Forward Fund, International aid, M&E, methodologies, outcomes, post-project evaluation, SEIE, Sustainable development, Sustained and Emerging Impacts Evaluation
How ‘new’ are our projects… and who is aiming at the right outcomes?
Valuing Voices exciting news is we have received research grant funding from the esteemed evaluator, Michael Scriven’s Faster Forward Fund. We’re looking into the value-added of (ex-post) Sustained and Emerging Impacts Evaluations (SEIEs) and we are doing the research now. We will be documenting methods used and discuss how best to evaluate such sustained impacts after project close-out. Very exciting stuff in this staggeringly ‘new’ field of evaluation.
During this research, a senior international development evaluation expert told us that they can’t return to evaluate now-closed projects because they aren’t the same projects anymore (after closeout) and we are no longer responsible for the results. That took my breath away.
All new projects come from old projects… we recycle old project design most of the time, occasionally making substantive changes in targeting or design but much of how we design and implement remains the same. And while we thoroughly evaluate them during implementation, learning ex-post is a key missing link which all projects in the future can benefit from as we do similar interventions and track similar outcomes year after year but we rarely know which ones were sustained or emerged anew. There absolutely are aspects that get adapted but there are only so many ways to heal the sick, improve crop growth, save money, learn to read and so on, and there is a world we need to learn about what enabled some to be sustained and even morph into new results!
This excellent article, Do NGOs (non-governmental organization) help?, notes that “due to donor pressure [NGOs] are increasingly forced to respond with a discrete project with x number of deliverable outcomes” [1]. It goes on to cite D. Sriskandarajah, the secretary-general of Civicus, a global network of civil society organizations and activists, wrote: ‘We have become a part of the problem rather than the solution… Since demonstrating bang for your buck has become all-important, we divide our work into neat projects, taking on only those endeavours that can produce easily quantifiable outcomes. Reliant on funding to service our own sizeable organizations, we avoid approaches or issues that might threaten our brand or upset our donors. We trade in incremental change’” [1].
We also settle for results while we control them, and don’t ask unpopular questions about who is to sustain these results, with what resources, and for goodness sake, why sustained impact was not funded, designed, implemented and monitored/ evaluated from the very onset in our rush to measurable results?
As this great NGO article by Dinyar Godrej goes on to say, “most media scrutiny of NGO accountability is of how they use funds, their accountability to donors. But what of their accountability towards the recipients of their interventions” [1]? They have no lobbyists to persuade our funders they would like this but nto that, and often such lobbying for their needs falls to the very NGOs that have won these large contracts and tasked with implementing a dizzying array of mandatory input, output, outcome and some impact indicators. We do care deeply about results! US State Department/ USAID has a “Standard Foreign Assistance Master Indicator List” of 2,300 lines in an excel spreadsheet [2]. (There are more indicators still– custom and cross-cutting indicators, the mind boggles).
Wow. But are we asking the right questions? Are we asking what was sustained after all this hard work was done and ended? Rarely. Who should be?! “It is perhaps unrealistic to expect such large structural changes to be delivered by NGOs when governments don’t tackle them either.”
For the rub is this. When we take development over from national governments, largely do not involve country nationals in the funding, design and M&E of projects, then how sustained can these projects still be after we go? Millions are invested, then disappear… Last year, at local debrief at the end of one SEIE Valuing Voices did, the state of affairs became crystal clear when a government official asked us “Can you ever find some funds to fund us to do our own independent evaluations? Even if it is not the projects that they did themselves? We would be happy to get that support…”
When are we no longer responsible for doing great, sustained work? Valuing Voices will let you know what we found regarding the best ways to do SEIEs more. Stay tuned.
What do you think?
P.S. This blog topic prompted me to look for statistics on the number or percentage of funded projects that were renewed. Nothing. Does anyone know how many or what % of projects were extended/ funded again after showing good results? (Often this happens in the form that a successful project in one area of the country gets either funded again or repeated elsewhere in the country or in the world, as have two of our own SEIEs, Niger and Ethiopia). For that matter, what made them so excellent to be replicated? What can we learn?
Sources:
[1] Godrej, D. (2014, December 1). NGOs – Do They Help? Retrieved from https://newint.org/features/2014/12/01/ngos-keynote/
[2] US Department of State. (n.d.). Standard Foreign Assistance Indicators. Retrieved 2017, from https://web.archive.org/web/20170404072145/https://www.state.gov/f/indicators/index.htm
by Jindra Cekan | Mar 2, 2017 | Aid effectiveness, Better Evaluation, Corporate Social Responsibility, Dare to Lead, Effective Philanthropy, ex-post evaluation, Foundations, impact evaluation, Impact Investors, international development, Participants, partners, post-project evaluation, SEIE, Sustainability, Sustainable development, Sustained and Emerging Impacts Evaluation, Valuing Voices
Leading in Challenging Times:
Sustained and Emerging Impacts Evaluation (SEIEs)
Some American organizations are retrenching, focusing more attention on domestic rather than international programming. Some are pulling back from critique of international development to informing legislators of its benefits; the Center for Global Development’s changed ‘Rethinking US Development Policy’ blog to only “US Development Policy“. UN’s Refugee Agency questions whether to challenge Washington’s tough line on refugees from countries such as Syria, or should it stay quiet in the hopes of protecting its funding [1]?”
Reticence is understandable in this ‘climate’, so to speak, but fear does not change the world, leadership does. Envisioning and creating the world we want gets us there.
There may be no better time to build the evidence base on what works in sustainable development as these are low cost investments if we use national staff and focus research well. We have seen this in the fewer than 1% of all projects that have been evaluated post-closeout for sustainability [2]. At the very least, we can learn what we should do differently in the next design, to fully foster sustainability, once more funding emerges. Many are interested in great results. Hundreds of ‘impact evaluations’ are happening on aid effectiveness; our industry wants to learn what works and what we could do better.
Our SEIE work goes beyond current understanding of ‘impact’ to see what projects our partners and participants can self-sustain ex-post for years to come which is an excellent investment in proving cost-effectiveness. While some governments’ investments can diminish in the short term, national governments, and other funders such as a range of international bilateral and multilateral donors, foundations corporate social responsibility and impact investors do want to invest in provably “sustainable” development [3].
Why should we invest in SEIEs?
- Hundreds of thousands of projects are still being implemented.
- Millions of participants are still hoping what we are doing together will be sustainable.
- Billions of dollars, euros, kwacha, pesos, rupees are being spent on new projects that need to be designed and implemented for future sustainability.
Implementing organizations could be fearful to see what remains once funding and technical assistance are withdrawn, but such a view not only robs our industry of exciting lessons on what did change and was so valued that it was sustained, but also what to not do again. Not returning post-project also short-changes our participants. In our SEIEs, we have found participants and partners creating new ways to carry on, innovating beyond what we could imagine during our assistance.
We also need to start now to design and implement for sustainability. doing SEIEs, we can start to understand the ‘drivers’ behind the Sustainable Development Goals (SDG) results with countries tracking some 120 indicators across 17 goals. Currently countries are tracking up to 230 indicators across the 17 Goals [4]. But while such monitoring shows ‘GDP has increased or ‘under-nourishment has decreased’, there is little or no information on what has caused it. Yet doing and SEIE on a large donor-funded programme, we can explore what elements made projects sustainable and how to do more (or less) there and elsewhere. Such sentinel site support for learning about sustained and emerging impacts is key to understand some of the why, for example, did income or health improve.
Dare to lead, especially in these challenging times. We know of organizations that are doing these evaluations internally, others are publishing them on their sites. Leadership happens at all levels, from internal, technical to managerial and administrative work to external evaluators and consultants as well as public pressure.
How can you foster sustained impact?
- You can advocate for such evaluations
- You can share the SEIE guidance, below, and start to design and implement, monitor and evaluate sustainably in all projects/ proposals you are designing now.
- You can see if your organization has done any post-project sustainability evaluations and we can post them on Valuing Voices’ repository, celebrating your organization.
We can help you learn how to do these. Our partner, Better Evaluation, just published our Sustained and Emerging Impacts Evaluation as a ‘new’ evaluation ‘theme.’
Guidance there shows you [5]:
1. What is SEIE?
2. Why do SEIE?
3. When to do SEIE?
4. Who should be engaged in the evaluation process?
5. What definitions and methods can be used to do an SEIE?
Resources
References
SEIEs will grow as will examples, discussions, and joy as embracing sustainability sprouts, and sends us progressing in yet-unforeseen ways! We are excited to be in the final stages of receiving a research grant to further guide SEIEs. We will share that news in our next blog.
We want to learn from you:
- What do you think needs to be in place for funders to move beyond the funding cycle and do an SEIE?
- What would help to make this type of evaluation more widely undertaken?
- If you have done a post-project evaluation, how did you do it? What were some of the barriers you faced and resources you were able to draw on to overcome them?
How can we lead together to Value the Voices of those we serve!?
(Reposted from https://medium.com/@WhatWeValue/leading-in-challenging-times-sustained-and-emerging-impacts-evaluation-seies-617b33bf4d27#.ec7fcg4ty)
Sources:
[1] Foulkes, I. (2017, February 27). Is there a US diplomacy vacuum at the UN in Geneva? Retrieved from https://www.bbc.com/news/world-europe-39080204
[2] Cekan, J. (2015, March 13). When Funders Move On. Retrieved from https://ssir.org/articles/entry/when_funders_move_on
[3] UN DESA. (2011, March 2). Lasting impact of sustainable development. Retrieved from https://www.un.org/en/development/desa/news/sustainable/sustainable-development.html
[4] UN Statistics Division. SDG Indicators: Global indicator framework for the Sustainable Development Goals and targets of the 2030 Agenda for Sustainable Development. Retrieved March, 2017, from https://unstats.un.org/sdgs/indicators/indicators-list/
[5] Cekan, J., Zivetz, L., & P, R. (2016). Sustained and Emerging Impacts Evaluation (SEIE). Retrieved from https://www.betterevaluation.org/en/themes/SEIE
by Jindra Cekan | Jan 17, 2017 | 3ie, Accountability, Aid effectiveness, Better Evaluation, CDA, Doing Development Differently, Evaluation, ex-post evaluation, impact evaluation, NGO, Participants, partners, post-project evaluation, SEIE, stakeholders, Sustainability, Sustainable development, Sustained and Emerging Impact Evaluation (SEIE), Sustained Impact Evaluation, USAID
Making up your mind. Prioritizing and making it happen
* As Dr. Martin Luther King Jr. said, "every man must decide whether he will walk in the light of creative altruism or in the darkness of destructive selfishness".
Source: https://shanemcdonnell45.wordpress.com/tag/darkness-into-light/
* Our President, Barack Obama said in his farewell speech, "change only happens when ordinary people get involved and they get engaged, and they come together to demand it".
* OXFAM International demanded changing shocking inequity: "just eight billionaires own the same wealth as the 3.6 billion people who make up the poorest half of humanity".
* Caroline Heider of the World Bank's IEG asked we examine how we evaluate long-term impacts: "current considerations of efficiency, cost savings, or cost-benefit analyses are challenged to take long-term impacts into account".
What do you want to prioritize and demand of international development? In these times of shifting priorities in powerful nations, where politicians are questioning the needs of those whom many of us have been serving, what do you want to demand? What issue do you prioritize, and want to move forward?
I choose to prioritize sustained impact driven by country-nationals. Why? I grew up in large cities, and when I first worked in Africa’s Sahel desert 25 years ago, the herders and farmers making a living from the arid pastures and sandy soil, with wells 100 feet deep astonished me.
Without them, I’d last 3 days out there. They were the experts.
I always assumed we measured ‘sustainable’ development in work with such herders and farmers, but in 2013 I founded Valuing Voices after I began to see how rarely we return to evaluate what remained after our foreign aid projects stopped.
Reviewing thousands of “ex-post” or “post-project” documents in 30 organizations’ public databases, Valuing Voices has found the vast majority of documents only suggested a post-project be done, a small proportion were desk studies and fewer than 1% were original fieldwork post-project evaluations of sustainability. In these 370 post-project (ex-post) evaluations, development workers asked partners and participants what was still standing, showed what succeeded or failed and what unexpected successes participants created themselves from what we left behind.
Returning to learn, consulting our participant-experts seems so common sense as they are the ones that can tell us what we should replicate, adapt or abandon. In 2015 research we found only three World Bank IEG evaluations that asked participants their views in a methodologically clear way (out of 33 post-project PPAR evaluations), and only one was perceived as successful. On the other hand, in 2014, IRIN highlighted Rwanda’s very successful community based nutrition solutions, replete with participant voices. We have found 23 ‘catalytic’ (mostly NGO) organizations having done one or more (ex-) post-project evaluation that include participant input and each of them is filled with excellent lessons for doing ‘development’ well now and after closeout. Yet what are any of these organizations doing differently and why are so few doing more? Why do donors seem to care so little about sustained impact that such studies are so rarely funded by them, and NGOs use private funds? That is what drives me.
A seminal book, Time to Listen asked 6,000 such participant-experts in 20 countries what they wanted foreign aid to look like. “Very few people call for more aid; virtually everyone says they want “smarter” aid…. A majority criticize the “waste” of money and other resources through programs they perceive as misguided or through the failure of aid providers to be sufficiently engaged… [it is] a supply-driven approach that squeezes out the views of the recipients, and a focus on spending – both volume and speed, which undermines aid’s ability to listen, learn and adapt to local contexts.”
Sobering stuff.
While Valuing Voices is not profitable (yet?) and growth is slow, I continue to evaluate and advocate, believing that designing, implementing, monitoring and evaluating for sustained impact by our true clients is key to successful work life well spent.
We need a sustained impact mindset.
We are getting there. Better Evaluation just featured our Sustained and Emerging Impact Evaluation (SEIE) approach as a new theme in evaluation. OXFAM and Save the Children recently wrote “The Power of Ownership: Transforming US Foreign Assistance” (2016). They ask: “country ownership is at the core of effective development… as the United States transitions to a new President and new leadership for development cooperation, how will the next administration build on current successes and chart a path forward?“ I fear the answer, as it takes trust and interest in countries’ capacity to chart their own way forward. USAID (and maybe other donors?) are ready to help. USAID alone has some done some exciting work recently through USAID Forward’s local partners (e.g. Afghanistan has done this in depth) and it has looked at Local Systems. Food For Peace’s strategy includes sustainability.
What will be a priority in 2017 onward? What each of us creates will remain.
The powerful Sidekick Manifesto beautifully proposes this new core belief which we can each espouse, that “Local leaders with local solutions to local problems” will end poverty. We will not.” We can, however, “always be listening, learning and seeking a deeper understanding…” I am delighted to be a sidekick in projects that prioritize participant and partner views, for that is how they end poverty.
What do you want to prioritize and create? What is so vital for you that you must work on it? What has been neglected? What difference do you want to make? GO!
by Jindra Cekan | Dec 12, 2016 | Aid effectiveness, DFID, Doing Development Differently, Evaluation, Exit strategies, Feedback loops, Food for Peace (FFP), International aid, international development, NGO, Sustainability, Sustainable development, Sustained and Emerging Impact Evaluation (SEIE), Sustained Impact Evaluation, USAID, Valuing Voices
Embedding Sustainability Everywhere – All Five Slices Now
It has been a tumultuous year, and next year does not look like we will have much stability as a respite. As domestic concerns grow larger in two huge economies, US and UK, the question of the place foreign aid will play abound in conversations around the world.
However 2017’s transitions transform our work, for now I do have some good news,
1) Sustainability can be cheap. Far cheaper, in fact to design for sustainability, create feedback loops checking on sustainability through the eyes of our partners and participants, monitor for sustainability than to assume it’ll happen and far cheaper than finding out funds could have had far greater impact if we had valued their voices in the first place.
In our work to help our clients and partners fund, design, implement and monitor/ evaluate with sustainability in mind, we created what we hope is a helpful tool (guidance forthcoming).
a) By Designing for Sustainability with those who will sustain them, their financial buy-in and commitment are far higher (see CRS/ Niger [1]), as is advocacy and community buy-in (see new post-project OXFAM/ DRC [2]) and there are indicators the costs of start-up later are more cost-effective.
b) By clarifying Sustainability Indicators we check assumptions about who will do so, how much of a priority our activities are before we scale them up (Federation/ Ethiopian Red Cross). Retrospective post-project sustainability evaluations also enable us to learning from past successes and do better.
c) Sustainability Monitoring and Adaptation involve those pesky but pivotal feedback loops which are vital to understanding if we have gone off the rails or not, especially in terms of unexpected shocks derailing logical frameworks of designed projects. USAID’s nice recent CLA (Collaborating, Learning, Adapting) process includes donor funding for adaptation mid-stream which fosters effectiveness and sustainability [3]. Even lovelier are the Doing Development Differently examples that are often very low-cost and high-effect.
d) Informed Exit, Stakeholder Sustainability Consultation should be done throughout the cycle, at least a year earlier than most projects can begin this (note; not the last few months please). Transitioning for success leverages sunk costs for ongoing results. It includes heavy knowledge management on how the implementers managed information and resources, tracked data, sustained outputs and outcomes which now local partners will need to do, etc (FFP Exit Strategies study, a Czech study, and a new UK Results study shows range of items to consider during and post-transition) [4] [5].
e) Post-Project Sustainability: Our Valuing Voices/ Better Evaluation/ Tufts joint presentation at AEA on SEIE has more on how learning from post-project evaluation lessons can change sustainability of future projects for the better [6]! Further, what capacities and systems have been built in-country to sustain the results after our funding and expertise leaves? What can we do differently?
Can it be done? Demand is rising. I recently presented at a conference about embedding sustainability in programming now, and an enterprising NGO took this idea to heart. They proposed joint design with communities, which is the very bedrock of designing for sustained impact. Kudos!
2) Secondly, donors are willing to pay for sustainability. Sustainability is ensconced in USAID/ Food For Peace’s (FFP) 2016 Strategy and CLA (above) [7]. In the section called New learning and Implications for FFP Programming, they present findings such as “actions that drive big results during the life of the project may actually undermine sustainability in the long run. It raises the question as to whether FFP is willing to accept more modest results in the near term if they can be delivered in a way that will yield more sustainable gains over time….”
They also point us in the direction of country-led development: “Sustained capacity, resources, motivation, and linkages all require a focus on catalysts for change beyond FFP. Facilitative approaches that rely on and strengthen local actors help ensure that resource and knowledge transfers, and the incentives and linkages that support them, will be self-perpetuating beyond project end”. Notably, while UK’s DFID focuses on maximizing impact through Value-for-Money, it is a shorter-term economy, efficiency and effectiveness rather than sustained impact for the end-users and DFID’s exit strategies have recently been critiqued [5].
There is an issue of disincentives for the new administration to heed (if the agricultural lobby for US food exports does not prevail): “In [USAID’s exit] study evaluating how sustainable the results of Title II development programs are 2–3 years after project closure, FFP found that “providing free resources can threaten sustainability, unless replacement of those resources both as project inputs and as incentives has been addressed” [8]. As the Natural Resources section notes, “Whether entirely in the hands of the community or linked to a formal institution, the incentives and resources necessary to maintain a community asset are part of the system that will sustain it. The lack of such systems is visible in rusted irrigation pumps, failed mangrove plantations, abandoned bore wells, eroded dikes, and silted-in fish ponds around the world” [7]. Yet the private and public sectors are important: “Sustainable, broad-based change is more likely to be achieved by supporting and strengthening existing community, private sector, and public sector mechanisms for product and service delivery, and by supporting the capacity, quality, and accountability of government institutions” [7].
FFP’s new strategy calls for taking a systems approach to change that emphasizes sustainable long-term gains over unsustainable short-term wins. Even more delightful, in a small meeting at MFAN with Dina Esposito, Director of Food For Peace in November, she announced that they were looking to do pilot funding of an additional three years to typical five-year DFAP development projects. One year would involve collaborative participatory design between partners, communities and FFP, the second additional years being evaluation post-project of sustained and emerging impact!
This is a sea shift that can hopefully withstand political winds. After all, US foreign aid accounts for less than 1% of our federal budget, even though many Americans believe it is over 15% (hence easy to cut)…. but fingers crossed the aid effectiveness value of our work is… Valued.
Sources:
[1] Cekan, J., PhD, Kagendo, R., & Towns, A. (2016). Participation by All: The Keys to Sustainability of a CRS Food Security Project in Niger. Retrieved from https://www.crs.org/our-work-overseas/research-publications/participation-all
[2] Lindley-Jones, H. (2016, November 16). ‘If we don’t do it, who will?’ A study into the sustainability of Community Protection Structures supported by Oxfam in the Democratic Republic of Congo (DRC). Retrieved from https://policy-practice.oxfam.org.uk/publications/if-we-dont-do-it-who-will-a-study-into-the-sustainability-of-community-protecti-620149
[3] USAID Learning Lab. (n.d.). Collaborating, Learning, and Adapting (CLA)? Retrieved from https://usaidlearninglab.org/faq/collaborating%2C-learning%2C-and-adapting-cla
[4] Food and Nutrition Technical Assistance (FANTA). (n.d.). Effective Sustainability and Exit Strategies for USAID FFP Development Food Assistance Projects. Retrieved from https://www.fantaproject.org/research/exit-strategies-ffp
[5] Del Mese, F. (2016, November 16). When aid relationships change: DFID’s approach to managing exit and transition in its development partnerships. Retrieved from https://icai.independent.gov.uk/report/transition/
[6] Cekan, J., Rogers, B. L., Rogers, P., & Zivetz, L. (2016, October 26). Barking Up a Better Tree: Lessons about SEIE (Sustained and Emerging Impact Evaluation). Retrieved from https://valuingvoices.com/wp-content/uploads/2016/11/Barking-up-a-Better-Tree-AEA-Oct-26-FINAL.pdf
[7] USAID. (2016, October 6). 2016–2025 Food Assistance and Food Security Strategy. Retrieved from https://www.usaid.gov/ffpstrategy#:~:text=FFP’s%20new%20strategy%2C%20the%202016,USG)%20food%20assistance%20as%20a
[8] Rogers, B. L., & Coates, J. (2015, December). Sustaining Development: A Synthesis of Results from a Four-Country Study of Sustainability and Exit Strategies among Development Food Assistance Projects. Retrieved from https://www.fantaproject.org/research/exit-strategies-ffp
by valuingvoicesjin | Nov 1, 2016 | American Evaluation Association (AEA), Evaluation, Exit strategies, Food for Peace (FFP), Food security, impact evaluation, international development, Project cycle, SEIE, Sustainability, Sustainable development, Sustained and Emerging Impact Evaluation (SEIE)
Presenting Lessons on (post-project) Sustained and Emerging Impact Evaluations from the U.S. AEA Conference
Dear readers, attached please find the Barking up a Better Tree: Lessons about SEIE Sustained and Emerging Impact Evaluation presentation we did last week at the American Evaluation Association (AEA) conference in Atlanta GA [1]. I had the pleasure of co-presenting with Beatrice Lorge Rogers PhD, Professor, Friedman Nutrition School, Tufts University (aka the famous Food for Peace/ Tufts Exit Strategy study [2]), Patricia Rogers PhD, Director, BetterEvaluation, Professor, Australia and New Zealand School of Government (where we recently published guidance on SEIE [3]) and Laurie Zivetz PhD, International Development Consultant and Valuing Voices evaluator.
We integrated our presentations from Africa, Asia and Latin America into this fascinating overview:
1.Sustained and Emerging Impact Evaluation: global context
2.SEIE: definitions and methods
3.Case studies: findings from post-project evaluations
4.Designing an SEIE: Considerations
5.Q&A — which fostered super comments, but since you couldn’t come, please tell us what you think and what questions you have…
There are amazing lessons to learn about design, implementation, M&E from doing post-project evaluation. We have also grown in appreciating that sustainability can be tracked throughout the project cycle, not just during post-project SEIE evaluation.
We’ll be building this into a white paper or a … (toolkit? webinar series? training? something else?). What’s your vote ___? (I know in this US election season, so… :)).
What would you like to get to support your learning about Sustained and Emerging Impact Evaluations? Look forward to hearing from you- Jindra@ValuingVoices.com
Enjoy!
The full presentation is available here:
https://valuingvoices.com/wp-content/uploads/2016/11/Barking-up-a-Better-Tree-AEA-Oct-26-FINAL.pdf
Sources:
[1] Cekan, J., Rogers, B. L., Rogers, P., & Zivetz, L. (2016, October 26). Barking Up a Better Tree: Lessons about SEIE (Sustained and Emerging Impact Evaluation). Retrieved from https://valuingvoices.com/wp-content/uploads/2016/11/Barking-up-a-Better-Tree-AEA-Oct-26-FINAL.pdf
[2] Food and Nutrition Technical Assistance (FANTA). (n.d.). Effective Sustainability and Exit Strategies for USAID FFP Development Food Assistance Projects. Retrieved from https://www.fantaproject.org/research/exit-strategies-ffp
[3] Zivetz, L., Cekan, J., & Robbins, K. (2017, May). Building the Evidence Base for Post-Project Evaluation: Case Study Review and Evaluability Checklists. Retrieved from https://valuingvoices.com/wp-content/uploads/2013/11/The-case-for-post-project-evaluation-Valuing-Voices-Final-2017.pdf
by Jindra Cekan | Oct 8, 2016 | Corporate Social Responsibility, CSR, Donors, Exit strategies, Social Investment, South Africa, Sustainability, Sustainable development
I am delighted to repost the blog on Responsible Donor Exit from Tshikululu, a Social Investment advisory firm in South Africa that I met at the European Evaluation Society conference last week in Holland [1]. The short report outlines different choices of Phase down, Phase out, or Phase over for Corporate Social Responsibility (CSR). As we in foreign aid evaluation have noted, donors should have set criteria for engaging with grantees to facilitate the transition and exit from programs, including exit plans and designing exit in from the beginning. What this report adds is open communication and joint agreements on timelines, exit grants and post-exit ‘scans’ that may foster further partnerships. Especially pleased to see them recommending “programme beneficiaries should therefore be empowered to direct the development processes that affect them.” Enjoy…
Towards responsible donor exiting strategies and practices
10 May 2016 | Silvester Hwenha |
Social investment has evolved as the result of a number of factors, including a growing interest by high net worth individuals and institutional investors in tackling social issues at the local, national or global level. Social investors have also become increasingly relevant in many countries as a result of mounting social challenges amid declining public funds to provide social services. The rationale for social investment is based on the realisation that social or environmental factors can impact a company’s bottom line and therefore are important factors in business. Besides, it has long been acknowledged by civic society and business that government alone cannot confront and solve all of society’s problems.
Social investors typically channel their funds through non-profit entities including non-governmental organisations (NGOs) and community based organisations (CBOs) to deliver social and environmental programmes in communities where such programmes are required. However, while social challenges require long term interventions to address, social investments often support programmes in short funding cycles. In many instances social investment funds are redirected to other social challenges thus necessitating exiting of programmes.
Exiting programmes is usually a highly sensitive and difficult process for donors, grantees and beneficiaries. For most donors, the reasons for exiting programmes include changing priorities and/or leadership, dwindling resources and the potential threat on programmes by the emergence of political instability. Despite having legitimate cause to exit programmes, donor agencies, foundations, trusts and corporate donors often do so with little advance notice, communication and consultation with programme partners.
Source:
[1] Hwenha, S. (2016, May 10). Towards responsible donor exiting strategies and practices. https://web.archive.org/web/20161002091204/http://www.tshikululu.org.za/insights-opinions/entry/towards-responsible-donor-exiting-strategies-and-practices
