August 6, 2009

Guides and Resources

All organizations can improve their performance, and relationships, by gathering feedback from the people they serve and using this data to make management decisions.

Take our interactive short course

Learn the craft through this series of short tutorials on the Feedback Commons. These cover the basics of feedback loops, how to design and execute systematic listening, and how to interpret and act on the insights as part of your management strategy.

This short course is free.

Or you can hire us to support your organisation, network, or agency in improving your feedback systems and practice. We offer both advisory consulting and technical support services. Learn more.

Constituent Voice: Technical Note 1 (v1.1)

This September 2014 version of the Technical Note is the first revision of the note that was originally published in September 2013.

Constituent Voice™ (CV) is a methodology developed by Keystone Accountability to enable organizations to improve results by optimizing their relationships with their constituents. The purpose of this note is to help organizations understand what it is and how it works.

Constituent Voice™ is a work in progress. We have a strong focus on rapid cycle learning across all our work, including and maybe even especially with respect to our core methodology. We are constantly searching for better questions and new ways to ask then, for new approaches to analyzing and interpreting data, and for simple ways for organizations to respond and improve. While comprehensive in the sense of describing all aspects of our methodology, this note is not exhaustive in its illustrations. Examples of CV in action are recorded and published on our website continuously.

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A primer about monitoring and evaluation, for funders and implementers (2018)

This document was written for a client, a funder, who was new to monitoring / evaluation / learning (MEL). It explains what monitoring is, and what evaluation is, and how they differ.

Knowledge Management – A Primer (2018)

All institutions create a lot more knowledge than they use, and most do a poor job of organizing it. This explains what a knowledge management system is and how to make your data ready for the new frontier of automated insight extraction.

The really busy person’s guide to Constituent Voice (Revised 2016)

An 8-minute read.

Use of Impact Evaluation Results

This is the fourth guidance note in a four-part series of notes related to impact evaluation developed by InterAction with financial support from the Rockefeller Foundation and highlights three themes crucial for effective utilization of evaluation results.

It was written by David Bonbright, Chief Executive of Keystone Accountability, who argues that the findings from impact evaluations – and indeed any evaluative activities – will not be used well unless and until we tackle and reform organizational culture. The most challenging suggestions in this note speak to the task of eliminating disincentives and creating incentives for adopting evaluation findings.

IPAL guide

Guide to help social purpose organizations to plan, monitor, evaluate and communicate their work in a way that makes practical sense of the complexity of social change processes and their measurement.

Theory of change

Summary 
Theory of Change guide
A guide to developing a theory of change as a framework for inclusive dialogue, learning and accountability for social impact.

Theory of Change template
This interactive PDF template allows you to input information directly into it to build your theory of change.

Constituent Survey Guide – Networks
Based on the feedback survey for transnational social change networks project, this guide provides a step by step guide on how to implement a feedback survey.

Printable Guides

Learning with constituents guide
A guide to identifying, documenting and analyzing evidence of impact (planned or unplanned), and learning from evidence in dialogue with constituents.

Ethical framework for feedback exercises
This framework provides guidance conducting feedback in an ethical manner and informs all of Keystone’s feedback activities. A summary version is also available.

Constituency Voice Assessment framework
This framework sets out 16 indicators with notes for assessing the strength of Constituency Voice from the public reports of international development NGOs. We are developing a generic version of this framework.

ECOframe: Ecolodge Choice and Opportunity Framework May 2008
A valuation and reporting framework which can inform the full value creation that might be realised from the new enterprise.

Measuring the Impact of Civic Engagement, August 2011
This report provides an overview of the process used to develop impact measurement tools and is co-authored by Keystone’s David Bonbright. The new tool is now being tested by leading human service agencies in the USA.

Our Theory of Change guide and worksheet have been used by thousands of others

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