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© IMPACT CONSULTING 2009 CSI Matters Conference, Johannesburg 25 May 2011 Project impact: Beyond the talk of ‘what we invest in’ to ‘what our investments have achieved’

Making csi matter project impact - j rangasami

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Page 1: Making csi matter   project impact - j rangasami

© IMPACT CONSULTING 2009

CSI Matters Conference, Johannesburg

25 May 2011

Project impact:Beyond the talk of ‘what we invest in’ to

‘what our investments have achieved’

Page 2: Making csi matter   project impact - j rangasami

© IMPACT CONSULTING 2009

Contents

1. Introduction:• Impact Consulting• Defining impact assessment/evaluation

2. Rationale for undertaking project impact evaluations

3. Is impact evaluation neglected/inadequately addressed with the CSI and NPO arena?

4. Whose responsibility?

5. Options for impact evaluation and can they be done affordably?

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© IMPACT CONSULTING 2009

Impact Consulting

• We provide services to social development projects and organisations to assist them to maximise their positive social impact

• Services: o M&E: from impact planning to impact evaluation to mentoring

and capacity buildingo Strategy and programme design o Social researcho Information management (DATAFOX)

• Clients: NPOs, donors and government

• Conducted over 40 evaluations in the last 6 years across sectors

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© IMPACT CONSULTING 2009

Introduction to impact evaluation

• Impact assessment vs impact evaluation

• Theory of change and theory of action

• Impact vs outcomes

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© IMPACT CONSULTING 2009

Theory of change and theory of action

Theory of change

Theory of action

Positive reinforcement

Negative reinforcement

Gold star on chart

Go out for ice-cream

Withhold pocket money

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© IMPACT CONSULTING 2009

Theories of change/logic models--------------- Change theory -----------------

----------- Action theory ----------

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© IMPACT CONSULTING 2009

Impact evaluation vs other types of M&E

Evaluation Activities

Programme outcomes/

effects

Outcome Evaluation/

ImpactEvaluation (Summative)

Conceptualisationand design of

programme

Clarificatory/theory evaluation

(also needs ax,feasibility study)

First version(s)of programmeimplemented

Processevaluation(Formative)

“Mature”version of

programmeimplemented

ProgrammeMonitoring(Formative/Summative)

Project Cycle

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© IMPACT CONSULTING 2009

Why evaluate?

Other intentions?

• marketing/fundraising

• decision-making (re-funding)

Source: Davies/Dart (2005): MSC guide, on http://www.mande.co.uk/docs/MSCGuide.pdfx

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© IMPACT CONSULTING 2009

Case study: Infant mortality and nutrition

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© IMPACT CONSULTING 2009

Choosing to conduct an impact evaluation

• Is this the appropriate type of evaluation for this project?

• Am I trying to test a theory? (finding gaps, improving)

• Am I trying to maximise the positive impact of my project?

• Am I trying to prove a replicable model?

• Am I wanting to take this project to scale?

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© IMPACT CONSULTING 2009

Is impact evaluation a neglected area for CSI and NPOs?

Often not – appropriateness due to short-term funding or

type of project (eg advocacy)

For impactful projects, barriers include:

• Funding

• Technical skills/knowledge

• Capacity (staff and time)

• Data and documentation (primary and secondary)

• Motivation/desire/buy-in (NPO and CSI)

• No culture of learning

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© IMPACT CONSULTING 2009

Action learning

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© IMPACT CONSULTING 2009

Roles of CSI and NPOs in impact evaluation

Some issues

• Who pays?

• Who decides on evaluation terms and design?

• What methods and questions are valued?

• Which impact/outcomes are valued?

• Who chooses the evaluator?

• Who uses evaluation?

• Who does the M&E?

NPO is ultimate user and driver

Partnership?

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© IMPACT CONSULTING 2009

Uses for external evaluators

• Mentoring/capacity building

• Independent “objective” evaluations

• Highly technical studies

NOT IN PLACE OF INTERNAL M&E/LEARNING

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© IMPACT CONSULTING 2009

Options for impact evaluation

“Gold standard” approach, focus on quantitative

• NB: mixed methods

• Monitoring to be done internally

• Incorporate with other kinds of M&E

• Focus on learning

• Key impact indicators AND emergent (NB!!)

• Use secondary data where possible (eg education

data)

• Needs investment

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© IMPACT CONSULTING 2009

Case study: Infant mortality and nutrition

Case study: Housing and quality of life

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© IMPACT CONSULTING 2009

Q

Case study: Impact evaluation design

Rapid evaluation to identify

domains of change:

grounded, exploratory, qualitative

IMPACT EVALUATION

Baseline Year 1 Year 2

300 shack

dwellers

300 shack

dwellers

Community 1

Community 2

100 shack

100 org

100 RDP

100 shack

100 org

100 RDP

100 shack

100 org

100 RDP

100 shack

100 org

100 RDP

Quantitative: Household survey with impact indicators

Qualitative: MSC stories, focus groups, informant interviews

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© IMPACT CONSULTING 2009

Results: expected/theoretical

Psychological wellbeing

Safety and

security

Comfort

Health

EducationEconomic wellbeing

Social cohesion?

But was this the NGO’s expectation? Or the donor’s?

...Time...

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© IMPACT CONSULTING 2009

• Disappointment that the only significant

QUANTITATIVE findings were for shorter-

term domains of change, despite amazing

qualitative results and indicators towards

longer-term changes (qual not valued)

• Looking for methodological faults to

explain perceived disappointing results

NPO’s response to results

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© IMPACT CONSULTING 2009

In conclusion

• Short-term funding = short-term change – this also has to be

reflected in what is “sold”

• Vital to measure expected change and specifically look for

unexpected

• Vital to evaluate throughout the process, not wait till the end

• Funding must be flexible to allow for learning and formative

changes

• Impact evaluation needs to be budgeted for and included

from the beginning

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© IMPACT CONSULTING 2009

Contact details

Jerushah Rangasami

Director: Impact Consulting

082 776 2286

021 424 4166

[email protected]

www.impactconsulting.co.za