FUNDERS: TO ACHIEVE OUR VISION, HOW SHOULD WE APPEAR TO OUR FUNDERS?
Objectives Possible Indicators Possible Collection Strategy &/or Tools NEW
OBJECTIVE 1:
We are a highly efficient charity; we ensure we have low overheads.		 Accounting records are used as we use administration cost %age of program delivery costs as measurement. Use Accounting system figures to calculate this figure: ‘Program Delivery’ costs calculated as a percentage ‘Administration’ costs (target = < 20%). Ask the Finance team to provide figures when Annual Report is finalised.
We use feedback from donors to gauge funder view of efficiency. Survey sent out with receipt for each tax-deductible donation asking why they chose our program to donate to. New survey to be developed (simple multi choice, Y/N and rating questions).
Objectives Possible Indicators Possible Collection Strategy &/or Tools NEW
OBJECTIVE 2:
We have multiple sources of revenue including from investment returns.		 Accounting records are used to measure earnings from term deposits – as measured by investment returns in accounts. CEO to report to Board at monthly meetings on investment returns being >2.8% on prepaid revenue (which is a large source of peer program earnings).
Investment is only possible if we accurate manage the budget; variances are assessed regularly. CEO to report to Board at monthly meetings on budgetary variances and large +ve or -ve variances are reported to the evidence gathering team.
Finance team provides feedback on revenue sources of program. Use Accounting system evidence. Ask the Finance team to provide number of sources when Annual Report is finalised.
New funding sources are reported to assessor when they occur by Finance team. Use Finance team by asking them to report any new revenue sources when they land (and are coded), at least monthly.
Objectives Possible Indicators Possible Collection Strategy &/or Tools NEW
OBJECTIVE 3:
We offer a welcoming, safe and supportive environment to our peer members (one of the ILC Outcomes).		 Gather opinion information from peer group members on how welcomed, safe and supported they feel in the group. Surveys of peer group members asking ‘do you feel welcome in your peer group?’ and ‘do you feel supported within your peer group?’. Target = 85% of members agree they are welcomed and feel supported in their group. Could be part of an annual member survey.
Gather opinion information from peer group facilitators on techniques used to build group cohesiveness. Surveys of peer group facilitators where we ask what they do to build a group where members feel welcomed and supported. Could form part of an annual peer facilitator survey, which can then be used for training planning also.
Gather opinion information from peer group members who have stopped attending a group. Surveys of peer group members no longer attending asking ‘did you feel welcome in the group?’, and ‘If not, why?’ and ‘what could have helped you feel more welcomed?’ and alike.
Objectives Possible Indicators Possible Collection Strategy &/or Tools NEW

OBJECTIVE 4:
We focus on building Individual Capacity in our members (ILC goal) by (for e.g.):

  • Providing high quality, relevant information at our peer group sessions.
 Gather opinion information from peer group members on information they receive. Surveys of peer group members asking ‘are you provided with relevant information in your peer group?’ and ‘do you want to receive different information in your peer group?’ and perhaps ask them to rate information provided in terms of quality or relevant using rating scale question(s). Target = 85% of members agree they receive high quality relevant information. Could be part of an annual member survey.
Gather opinion information from peer group facilitators on the information they provide. Surveys of peer group facilitators where we ask about the information they deliver (perhaps its source, how they select it, the role of member feedback in selecting content, etc). Could form part of an annual peer facilitator survey, which can then be used for training planning also.
Have evidence collectors review content delivered and its rate quality/relevance. Use information delivery documentation to assess relevance and quality using clear guidelines that are consistently applied. Explore strategies of improving information or sharing the best.
Objectives Possible Indicators Possible Collection Strategy &/or Tools NEW
OBJECTIVE 5:
We regularly invest in peer program development, learning and group leading training.		 Accounting records are used to measure investment in training. Use Accounting system evidence. Ask the Finance team to provide total training expenditure across peer team when Annual Report is finalised.
Accounting records are used to measure investment in relevant peer group facilitator training. Use Accounting system evidence. Ask the Finance team to provide total training expenditure for peer group facilitators (only) when the Annual Report is finalised.
Gather opinion information from peer group facilitators on the training they receive (and want). Surveys of peer group facilitators where we ask about training they have been able to access as well as areas of need for future training. Could form part of an annual peer facilitator survey, which can then be used for training planning also.
Objectives Possible Indicators Possible Collection Strategy &/or Tools NEW
OBJECTIVE 6:
We meet grant requirements (including the collection of accurate Evaluation Evidence) as per ILC Grant Submission.		 Utilise opinion data and feedback from the ILC team on program evaluations undertaken. Request feedback from ILC team provided to CEO/peer team leaders on adherence to plan according to evaluation evidence collection.
Peer team compares planned evaluation with evidence collected and rates accuracy of plan and quality of process. Use overall evidence collection plan and process to assess if the ILC Grant submission planned evaluation was accurate and followed. Explore strategies of improving evaluation planning.
Peer team compares dates of submission with scheduled dates for evidence submission. Use existing documentation of submission dates as compared to deadlines to assess timeliness of evaluation evidence submitted.
Objectives Possible Indicators Possible Collection Strategy &/or Tools NEW
OBJECTIVE 7:
We submit acceptable Grant Reports & Workplans on time.		 Utilise opinion data and feedback from the ILC team on reports and work plans submitted. Request feedback from ILC team provided to CEO/peer team leaders on reports and work plans submitted (if this is provided).
Peer team compares submission with scheduled dates for reports and work plans and searches for evidence of extensions. Use existing documentation of submission dates as compared to deadlines to assess timeliness of all reports and work plans required within program grant terms.

SELF STUDY Q5.8

Using your answers to Questions 4.6 and 4.7, complete the first two columns of this table. Next use the examples in the table above and your learnings from this package to complete the table columns:

  • Indicators: Define each measure (or indicator) you could use to assess this objective as clearly as possible.
  • Evidence Collection Strategy: Here you should list the process you will follow to gather evidence on this measure. Will you use a survey, interview of other method? Is there an existing source of evidence you can access and use?
  • Tools & Frequency: Tools to be developed should be listed and described. How frequently you will plan to use the tools or other evidence collection methods should be listed here also for consideration.