TY - JOUR
T1 - Report carding
T2 - A model for foundation portfolio assessment
AU - Schmitz, Connie C.
AU - Schillo, Barbara A.
PY - 2005/12
Y1 - 2005/12
N2 - This article reviews changes in the accountability landscape that have occurred for foundations in recent years and several precedents for foundation performance assessment. The authors then present a model of portfolio assessment that is used for organizational accountability and learning. This model, which was piloted in 2002 and 2003 for the Minnesota Partnership for Action Against Tobacco (MPAAT) and is in continuing use today, consists of a report card system based on an organizational logic model and the intended intermediary outcomes of MPAAT's funding. The model is conducted by an external oversight evaluator and results in aggregated performance measures and findings that are publicly disseminated on an annual basis. This approach to portfolio assessment may be especially relevant for smaller foundations, public trusts, community foundations, health care conversions, government agencies, and other organizations that disburse grants in politically charged fields, such as reproductive rights, the environment, and health policy.
AB - This article reviews changes in the accountability landscape that have occurred for foundations in recent years and several precedents for foundation performance assessment. The authors then present a model of portfolio assessment that is used for organizational accountability and learning. This model, which was piloted in 2002 and 2003 for the Minnesota Partnership for Action Against Tobacco (MPAAT) and is in continuing use today, consists of a report card system based on an organizational logic model and the intended intermediary outcomes of MPAAT's funding. The model is conducted by an external oversight evaluator and results in aggregated performance measures and findings that are publicly disseminated on an annual basis. This approach to portfolio assessment may be especially relevant for smaller foundations, public trusts, community foundations, health care conversions, government agencies, and other organizations that disburse grants in politically charged fields, such as reproductive rights, the environment, and health policy.
KW - Foundation accountability
KW - Foundation effectiveness
KW - Foundation performance assessment
KW - Portfolio assessment
UR - http://www.scopus.com/inward/record.url?scp=28844464760&partnerID=8YFLogxK
UR - http://www.scopus.com/inward/citedby.url?scp=28844464760&partnerID=8YFLogxK
U2 - 10.1177/1098214005281326
DO - 10.1177/1098214005281326
M3 - Review article
AN - SCOPUS:28844464760
SN - 1098-2140
VL - 26
SP - 518
EP - 531
JO - American Journal of Evaluation
JF - American Journal of Evaluation
IS - 4
ER -