Funders, make a plan to gather vital feedback on your work in 2026!

Contact Us

Search

Blog

Finishing Strong: How Terminal Evaluation Can Accelerate Impact

Date: March 26, 2015

Benjamin Kerman

Executive, Strategic Learning and Evaluation, Atlantic Philanthropies

Barbara Kibbe

Director of Organizational Effectiveness, S.D. Bechtel, Jr. Foundation

Never Miss A Post

Share this Post:

Date: March 26, 2015

Benjamin Kerman

Executive, Strategic Learning and Evaluation, Atlantic Philanthropies

Barbara Kibbe

Director of Organizational Effectiveness, S.D. Bechtel, Jr. Foundation

All foundations confront exits.

Whether due to shifting strategic priorities, limited-time enterprises, or other organizational changes, the decision to leave a field challenges foundation leaders, staff, routines, relationships and results. Writing on the subject is sparse and primarily focuses on ideas to minimize the harm while pulling out. Foundation staff members are advised to communicate the decision to grantees early and often, to offer them one last grant to ease the transition, or even to try to help them find replacement funding. All of this is good advice. However, the emphasis on limiting collateral damage overlooks the special opportunities inherent to ending well, and it begs the question about how to leverage the planned end for accelerated impact.

Both of us work for limited life foundations, coordinating diverse efforts to reflect, learn and share knowledge about the work and the experience of spending out. We are seeing that doing this work successfully means harnessing the energy from these many dynamic tensions and requires a different emphasis if not a different approach to evaluation altogether.

An exit can, and perhaps should, be a time of increased focus and urgency, an opportunity to build knowledge and capacity, and a focal point for attention to achievements and enhancement of expectations for success along the road ahead. But how do you seize the opportunity with so many other urgent priorities competing for attention? And how do you ensure that what is learned through “Terminal Evaluation” is relevant and acted upon by others when the foundation has left the field?

Our CEP conference session on May 21st at 9:30am will address these questions and more. We hope you’ll join us in-person or join the conversation online at #CEP2015.

Benjamin Kerman is Executive, Strategic Learning and Evaluation, Atlantic Philanthropies and Barbara Kibbe is Director of Organizational Effectiveness, S.D. Bechtel, Jr. Foundation.

Editor’s Note: CEP publishes a range of perspectives. The views expressed here are those of the authors, not necessarily those of CEP.

From the Blog

When Shift Happens, What Does It Mean for Philanthropy to Leave Well?Laila Bell, M.P.A. Vice President, Learning and Impact, The Skillman FoundationStephanie Teleki, Ph.D. Director of Learning and Impact, The California Health Care FoundationJaime Vazquez, M.A. Senior Associate, Planning and Evaluation, The Pew Charitable Trusts
When Shift Happens, What Does It Mean for Philanthropy to Leave Well?

When a foundation shifts course or steps away, what happens to the work — and to the people who depend on it? Few funders will support a single strategy or approach indefinitely. Needs routinely exceed available resources, forcing difficult choices about where a...

read more
Funders Want Impact, Strong Coalitions Can Deliver It Monica Martinez Program Director, College Success, Evelyn and Walter Haas Jr. FundRia Sengupta Bhatt Founder and Principal Consultant, Mandala Strategies
Funders Want Impact, Strong Coalitions Can Deliver It 

As California lawmakers were assembling the most recent state budget, a coalition of nonprofits played a leading role in securing emergency aid for undocumented students facing unexpected costs that could derail their journey to a...

read more