All Aboard ! Co-Designing Learning & Evaluation Journeys that Spark Joy
At I.G. Advisors (I.G.), we’re often approached to design and implement evaluations for our clients to understand the impact of their grantmaking, fundraising or programmatic strategies, and identify opportunities for evolution.
Increasingly, we’re now seeing demand for the design and implementation of emergent learning journeys, where rather than evaluating a project at a specific point in time (normally upon ‘completion’) and against rigid impact outcomes, we instead support learning and evolution throughout a programme, and look to answer key questions about what change is happening over time and how.
Why Co-Design Counts
As an Advisor at I.G., my role often involves leading on the design, facilitation, and analysis of learning for our clients. Co-design and participatory methodologies are central to this approach, to ensure those directly involved or affected by the change taking place get a say in how learning is captured and shared back out. This should always be in a way that’s inclusive of different ways of knowing (i.e., knowledge isn’t always ‘objective’ and quantitative) as well as different preferences for processing and passing on information.
A Learning Journey That Sparks Joy
A key request that has stood out for me in learning journey co-design is for activities and tools to feel ‘fun’ and ‘creative’, and for processes to avoid getting bogged down in unnecessary clutter. I have witnessed first hand the power of learning and evaluation processes that spark joy in those taking part, and understand this to be valuable in a number of ways:
Instilling a culture of learning — ‘Fun’ is valuable as it means people enjoy the time they spend reflecting, sharing out, and learning alongside others. I see joy as essential to facilitating and embedding a culture of learning throughout the duration of a programme, and within the fabric of organisations and movements. While content and subject matter can sometimes be heavy and emotionally challenging to engage with, the journey for identifying progress and change doesn’t have to be. Fun is especially important in contexts where taking time to stop and take stock of progress can otherwise feel like an extra ask, and cumbersome load, on already limited capacity. ‘Evaluation’ can feel boring but learning can look fun!
Taking a step away from the ‘day-to-day’ — Employing more ‘creative’ and sometimes ‘abstract’ exercises for mining learning invites people to step out of their ‘go-to’ methods for processing information, and into a different headspace and way of engaging with thoughts, data, and each other. We’ve found activities ranging from drawing, to ‘press conferences’, and Tweet walls to be particularly useful in allowing for exploration, the adoption of new mindsets, and interaction with questions or people in alternative ways.
Building momentum and buy-in — Emergent learning in particular can feel equal parts exciting and daunting, due to the expectation of continued evolution and adaptation, and a sense of non-stop questioning of proposed approaches to change. We’ve noticed that opportunities to bring people involved or affected by a project together in a more informal environment, allowing them to enjoy time together, and giving space to connect as human beings and celebrate progress (as well as admitting to challenges) can build solidarity, energy, and a powerful sense of being part of something bigger.
In the coming months, I will be continuing to explore perspectives on approaches to learning and evaluation in a series of coffees with individuals doing inspiring or creative work in the space. Interested in joining me for a coffee, or know someone I should invite? Please reach out to caitlin@ig-advisors.com. Keen to learn alongside me? Stay tuned for future blog posts!
While philanthropy and football may seem worlds apart, I’ve started thinking about the many similarities that can provide valuable lessons for those in the philanthropic sector. I for one, am always learning about the essential elements of football that can inspire and inform effective philanthropy.
Through the power of collective design, our fundraiser and grantmaker #FixTheFlow Fellows have imagined the future of our philanthropic funding system, and we should all listen carefully.
In the coming months, our Associate Carli is exploring the complexities of social innovation and will share her learnings, insights, and questions with you.
I.G.’s CEO Emily shares some of the mistakes and challenges she found during her leadership journey, and what she learned and will share in I.G.’s new Leadership Lab.
I’m expected to show up as a leader, but don’t feel like a leader. Introducing Impact & Grow: A Leadership Lab.
Leveraging Limited Funds For Humanitarians: Insights from the 2024 #HX24 conference, organised by Save the Children UK and the Humanitarian Leadership Academy.
Social enterprises have a particularly interesting relationship with Monitoring, Evaluation and Learning (MEL) as they need to capture both the financial and social/ environmental impact of their work, and speak to a wide range of potential funders and investors. Caitlin McLoughlin chatted to Abhinav Khanal, Co-Founder and Executive Director of Bean Voyage, to explore this further.
Image Credit: Bean Voyage
A round up of everything the I.G. team did in 2023!
Introducing a new, dedicated funders stream to I.G.’s #FixTheFlow Fellowship! We’re accepting applications until 17th November (for a 2024 start). Join our movement at fixtheflow.org
Join us for one (or all!) our eight workshops in our Autumn Training Series, where we will cover some of the trickiest topics facing fundraisers today.
What does meaningful and effective learning actually mean in practice?
Our Advisor Caitlin interviews Kore Global’s Emily Boost on learning how to learn and all things feminist evaluation and learning.
How do we balance our passion and our desire to give our best, whilst not being consumed by failure to live up to our own or others’ expectations?
At I.G. Advisors (I.G.), we’re often approached to design and implement evaluations for our clients to understand the impact of their grantmaking, fundraising or programmatic strategies, and identify opportunities for evolution.
The ‘lone saviour’ approach won’t cut it (and it also might destroy you).
It’s hard to believe it now that we’re living through a polycrisis, but the financial crisis and Great Recession of the 00s felt like a once-in-a-lifetime jolt to the world order at the time.
What you can learn from others leading philanthropic networks like yours
‘Well, we could have called that one.’
I.G. Advisors (I.G.) recently had the pleasure of collaborating with The Big Give and Rosa on the Women and Girls Match Fund.
Being a parent is often a thankless task. You take something and nurture it, treating it with love and care, losing sleep and worrying if — against all odds — , it will achieve its full potential and become the best it can be. It may never, ever show gratitude for your sacrifice. And then one day it will grow up and leave.
New I.G. Insights report explores how fundraisers and funders can support digital fundraising for racial justice issues.
#TaxPhilanthropy — wealth holders have the power to pay more tax right now even if governments fail to reform their policies
How starting small might be the most effective way to change the world.
An insight into “Modern Grantmaking: A Guide for Funders Who Believe Better is Possible”
A couple of weeks ago, I.G. brought back its much-loved book club event for our first in-person get together in over a year.
Podcast listeners — a new episode of What Donors Want is out! We had the honour of speaking with David Simas, CEO of the Obama Foundation.
(Spoiler: our 2020 Small Business Award does)
This past year has been unlike any that we’ve ever experienced before. There have been significant changes, opportunities, and challenges in the ways we use technology, interact in communities, and approach giving and philanthropy — all of which have spurred much-needed transformation (and hope!) during a time when nothing seemed possible.
Podcast listeners — a new episode of What Donors Want is out! We had the pleasure of diving into participatory grant-making (PGM) with Hannah Paterson, Senior Portfolio Manager at The National Lottery Community Fund.
Editor of I.G. Insights