The real-time evaluation memo: A tool for enabling evaluative thinking and learning in foundations and nonprofits

Abstract

The authors report on experience using quarterly data-based feedback memos rather than a traditional evaluation report. Memo topics included stakeholder feedback on RFP's, assumptions uncovered during planning meetings, and criteria for key decisions. These memos can be highly useful in the developmental stage of complex initiatives, but require skilled evaluators who can bring both data and expert synthesis. The foundation must have a learning culture that provided time to reflect, and the balance between rigor and timeliness must be managed.