Evaluation as a Tool for Equity - A Primer on Equitable Evaluation

Foundations use evaluation — intentionally gathering and analyzing information about programs and impact in order to inform decisions and strategy — to make sure their efforts are forwarding their mission.

While many organizations are applying an equity lens to their work or have explicitly made equity a part of their mission, few have addressed the issue of how evaluation itself can further equity. Who asks the questions? Who owns and interprets the data? Who determines impact? Who benefits from the evaluation findings or recommendations?

This webinar introduces equitable evaluation (EE), an emerging evaluative paradigm guided by a set of core principles grounded in equity. The panelists explore how common approaches to evaluation can undermine equity, explain the core principles of equitable evaluation, and share resources to spur your thinking about how your organization could apply equitable evaluation to its work.

Viewers will:

  • hear a brief overview of the evolution of evaluation and its relationship to philanthropy;
  • understand the orthodoxies that prevent evaluation from being a tool for equity;
  • learn about EE’s core principles; and
  • hear how different foundations are applying EE to their work.

Original air date: September 18, 2019

Anna Cruz

Strategic Learning and Evaluation Officer

The Kresge Foundation

Kim Leonard

Senior Research Officer

Oregon Community Foundation

Jara Dean-Coffey


Equitable Evaluation Initiative

Kathryn O’Neal-Dunham (Moderator)

Chief Operating Officer

Philanthropy New York

Grants Management Professional Competency Model

Cross-Cutting Competencies

  • Diversity, Equity, and Inclusion: Promote diversity, equity, and inclusion in grantmaking practices.

Lifecycle of a Grant Competencies

  • Post-Grant: Review grantmaking to determine success in meeting goals and objectives.

  • Registration Closed