Welcome to the Charitable Measurement Initiative!

The Charitable Measurement Initiative is a collaboration of people and organizations that are deeply committed to the belief that social change organizations can mobilize significant new and better investment if they are able to implement a measurement reporting framework that credibly communicates their real impact to donors. The Initiative is directed by GiveIndia and calls on the resources of pilot program partners Keystone Accountability, Global Giving, and New Philanthropy Capital, as well as many other organizations committed to social welfare.

The process began when we decided to combine our previous experiences in humanitarian and charitable work with our current work as corporate lawyers. We sought to find a group in India that was looking to incorporate capital markets/securities concepts in reporting and analysis to create more valuable and transparent information.

Thankfully, we were put in touch with GiveIndia. Give discussed the idea of running a pilot program implementing the Keystone framework developed by Keystone Accountability to see if we could help organizations more clearly articulate the outcomes they wanted and better communicate their actual results to donors. This was exactly what we were hoping to do and gladly agreed to donate a year of time to making this work.

While we were in London, Give put us in touch with Keystone Accountability and New Philanthropy Capital. After many meetings throughout the spring and summer, we arrived at our joint creation – the Charitable Measurement Initiative – and a plan as to how we would seek to help NGOs in India become more transparent, responsive, and efficient, as well as help donors become more engaged and involved.

Monday, December 17, 2007

Recommendations from NGOs

Here are two suggestions we received from two of the NGOs we are working with:

In the maps, identify the percentage of the NGOs work that is devoted to the necessary outcomes.


The map needs to by more dynamic to capture all the activities that the NGO is doing or there is a fear that the donor will not understand the environment in which the NGO is acting and why it makes certain strategic decisions.


Sunday, December 16, 2007

The Methodology Does Not Work with Mid-Level Staff and Large Groups

We have tried several permutations of the presentation now, and most recently tried to meet with a large group (approximately 10 people), most of whom were middle-level coordinators. What we found is that it was extremely difficult to move beyond even the vision statement because people disagreed so much. This disagreement often lead to arguments about relatively innocuous word choices and ultimately a muddled theory of change. The presentation seems to work best with a smaller group of key/core coordinators and advisors. We should leave it to them to share ideas with a larger group and then collect that information and give it to us. But when we meet with the group, it is best to have smaller numbers (about 2-5).

Of course some of the problems we are seeing come from groups that have no idea what they want to achieve or have over extended themselves. The framework really does expose these flaws and, if the group takes the exercises seriously, seems to refocus their efforts.

Saturday, December 15, 2007

Mapping Vision Sometimes Requires Current Activities

The vision statements in the maps of the theory of change are supposed to be focused entirely on what future world you would like to create. It is not supposed to have aspects of what you are “doing now.” This, however, seems a little tortured for groups that do focus on creating change by delivering a service. Not only that, it seems like it could hurt them by encouraging them to grow in areas where they probably should not.

I am working on a school that seeks to give children from slums an excellent education and then through family and community outreach programs, help transform the slum communities. The school is essential to that. They start with the school and work from there. So, if one was to phrase their vision like, “Group X seeks to provide exceptional education to impoverished, abandoned, and orphaned children so that they can break the cycle of poverty for themselves, their families, and communities,” it would seem as though they may someday move beyond using the school to do so. The school is not just a strategy or how they will make this happen, it is essential to their identity. In such cases, I think the vision needs to have some element of what the group is “doing now”.

Friday, December 14, 2007

Vision Statements Are Too Broad

One issue we’ve noticed a couple times is that some NGOs are drafting visions that are too broad. As a result, they list many outcomes that they are not actively pursuing and that they can’t pursue because they don’t have the resources.

This could be dangerous for several reasons. First, NGOs could try to spread themselves thin and move into areas they don’t have the capacity, resources, or abilities to tackle. Second, donors looking at such a map might question why the NGO is not tackling these other issues.

For that reason it is crucial that we have a narrower vision of success and rope in groups by focusing them on what is practical. We are still not perfect on this step but are getting better. We also need to help the groups see that they are not responsible for tackling every necessary outcome on their own, and that they can partner with others or work with others that are focused on those issues.

Thursday, December 13, 2007

Interesting Article

http://www.guardian.co.uk/society/2007/dec/10/internationalaidanddevelopment.google

We draw particular attention to the comments of the UN's human development report editor, who mentioned the failure in India, a notably high growth country, "to deliver on human progress because of inequality." The key to achieving the development goals, he said, "is to concentrate on helping the very poor."

Bangalore is a good example of this problem. CMI has worked with many Bangalore-based NGOs, each of which complain that economic growth has actually hurt the city's poor. Many are unable to access any of the growing opportunities, but they are burdened with an ever increasing cost of living.

Wednesday, December 12, 2007

You Have to Visit the NGOs

This is a very obvious statement, I know, but we have heard of donor advisor groups coming to India and not actually visiting the NGO where they are actually doing their work. In our experience, seeing what the NGO does and interacting with their beneficiaries and staff has been invaluable in understanding exactly what the NGO does. Many NGOs have difficulty communicating their dynamism, and it takes a visit to see it and often the indirect benefits of their efforts. Others are very good at misleading people as to what they are doing or in other cases have been dishonest about what is being funded (e.g., saying two schools exist when in reality the two are just meters apart and cater to different age groups). I can’t imagine how these groups are doing their research or how they could possible understand the complexities of issues in India that require seeing and being there (like many of the rural development topics).

Tuesday, December 11, 2007

Government Will Not Sponsor Awareness

Just as with donors are reluctant to fund administrative costs, we are hearing complaints about government’s not supporting awareness campaigns. They seem to place the entire cost on the NGO that has taken up the advocacy role. Given that the government has many more resources and is often supportive of these measures, one would hope that it would help a little more with the funding. Because it is not, groups either have to stop or curtail their efforts or else be put in a position where they have to explain to donors why resources for awareness are necessary. Because it is hard to see the immediate results of these activities, donors tend to be reluctant to contribute to awareness. The problem is that without awareness and advocacy, meaningful development is extremely difficult, if not impossible.

For those interested in the need for increasing advocacy and awareness practices, I would recommend the Children’s Rights & You (“CRY”) website. CRY is also an organization that I can’t say enough good things about, so are worth a look.