From the President: Assessing Our Performance
BY
Jim Canales
Jim Canales
Jim is Irvine’s CEO. A native Californian, he is passionate about the Foundation
User is currently offline
![]() At Irvine and many other foundations, a key question that occupies our collective attention is: What impact are we having? Arriving at a satisfying answer to that question is complicated by numerous factors. First, as philanthropic entities, most of what we “accomplish” is through others. Second, many of us focus on ambitious, long-term goals that can be difficult to measure and challenging to quantify. And third, it is rare that our institutions and resources alone are responsible for a particular success, so there are always questions of attribution. There are certainly other obstacles, but none of this should absolve us from a good faith effort to answer the question. As one way to think about this, we developed a framework at Irvine five years ago by which we could measure our progress in a variety of areas we determined were important to understanding our impact. Although the central focus of this assessment framework relates to the outcomes of our grantmaking, we also include areas beyond our programmatic work that we believe contribute to our progress. Based on this framework, we have prepared reports to our board each year and later posted those reports on our website. And, in conjunction with this letter, we are now sharing publicly our report for 2009, which we presented to our board at its annual retreat in March. The 2009 Annual Performance Report describes the Foundation’s activities across six areas, three related to our program impact and three related to our effectiveness as an institution. Assessing the effectiveness of a philanthropic organization is an imperfect process. As we have engaged in this work, we have encountered a variety of challenges. How do we go beyond merely analyzing grantmaking trends and activities to develop more descriptive measures of our impact? How do we track our progress in one-year increments when the complex social changes we are working towards occur over much longer time frames? At our recent board retreat, we devoted some time to learning the board’s perspective on these issues. And now we are aiming to broaden this conversation. At the invitation of the Center for Effective Philanthropy, I am writing a four-part series of blog posts on our work related to foundation performance assessment. I encourage you to visit the CEP blog and contribute to our ongoing discussion about foundation effectiveness. My hope is that our experience at Irvine will help to stimulate a robust discussion of this important subject. We know we have much to learn about how to assess our impact more effectively, and we are committed to ongoing improvement. It is also true that the best ideas very rarely, if ever, reside within our walls. We are eager to benefit from the insights of others, with the conviction that the discipline and rigor of a clearly articulated approach to foundation assessment ultimately enhances Irvine’s work. We remain committed to that end and look forward to hearing your thoughts and ideas. Sincerely,
![]() James E. Canales President and CEO
|
Categories
57 post(s)
47 post(s)
46 post(s)
20 post(s)
30 post(s)
121 post(s)
8 post(s)
ContributorsSubscribe to Irvine News & Insights |




Submit a comment