WHERE BER STARTED Evaluation of Oxfam GB’s Global Climate Change Campaign Solution to evaluation challenge of considering value for money of a complex, multi-unit, international campaign 1 EVALUATION CHALLENGES Simplifying complex multi-unit programs Many evaluations are about ROI, but ROI is difficult to assess in social contexts Nothing is good or bad, except in comparison to something else 2 THE BER SOLUTION Provide a simple framework for evaluating complex multi-component programs, campaigns, or activities Build on the basic concepts of SROI to evaluate unit's impact compared to their resources Offers a relative perspective on performance where units of analysis are judged in comparison to their peer units, operating under similar conditions 3 THEORETICAL FOUNDATIONS: MATRIX ANALYSIS FRAMEWORKS • Boston Consulting Group • General Electric Grid • Customer satisfaction quadrant analysis by Andreasen • Bloc modeling techniques used by social network analysts • Multi dimensional scaling • SROI 4 BER VARIABLES input constitutes a program’s resources which may be measured by its budget, number of staff, pool of talent, social capital, or any measure of capacity, concrete or abstract. Output measures a program’s High impact, and will vary according to a program's purpose – may include Input behaviour change; public Low awareness; policy change; reduced inequality; improved environmental health… or any other measure depending on a program's goals Below Average Efficiency Average Efficiency Average Efficiency Above Average Efficiency Low High Output 5 CONDUCTING A BER ANALYSIS The example in following section is fictional and for illustrative purposes. 6 1. SELECTING UNITS OF ANALYSIS For example: Coalition/partnership building; intra organisational coordination; lobbying and advocacy; media relations; online engagment; public mobilization; research... Input Program budgets (perceived and real) Number of staff Number and level of staff Output How often a lobbying keyword appeared in policy Number of widgets produced Number of people engaged Perceptions of impact 7 2. DATA TYPES • Quantitative input data may include budgets, number of staff, or combined multi-dimensional resource measure • Quantitative output data may include process evaluation measures such as the number of people engaged by a campaign or media hits • Qualitative measures can include perceived program investments and perceived output achieved 8 3. MEASUREMENT TOOLS 1. Units of Analysis 3. Perceived Input (Budgets) •Most •Average •Least •I don't know 2. Perceived Output (impact) •Most •Average •Least •I don't know Research papers •Most •Average •Least •I don't know •Most •Average •Least •I don't know Lobbying and advocacy •Most •Average •Least •I don't know •Most •Average •Least •I don't know Online engagement Organisation X has influenced policies or legislation because of the following activities: Completely Disagree 1 2 3 4 5 Completely Agree 6 I can't say Online engagement Research papers Lobbying and advocacy 9 4. VISUALIZATION APPROACHES High Low Low High 10 4. VISUALIZATION APPROACHES High Media relations Public relations Lobbying and advocacy Coalition/partnership building Research papers Public mobilization Input Low Intra organisational coordination Online engagement Low High Output 11 4. VISUALIZATION APPROACHES 12 CASE STUDY: OXFAM GB’S GLOBAL CLIMATE CHANGE CAMPAIGN High 4.5 Lobbying and advocacy Partnerships with others Media engagement 4.0 Impact Global Oxfam affiliates Policy analysis Climate hearings Staff in UNFCCC delegations Public campaigns/mobilization Rapid news dissemination Effective com at policy events Research papers Perceived impact 3.5 Low Visual stunts & media relations Online campaigning Adopt a negotiator Using celebrities Oxfam internal program links 3.0 2.0 Low 2.5 3.0 Perceived resourcing Investment 3.5 High 13 5. INTERPRETATION Use BER is as a starting point for deeper discussions into the performance of intervention units, their challenges, opportunities, and operating environment Understand the units of analysis and the informants who shared their perceptions Not all units within a program operate under the same conditions Some units contribute indirect effects, by empowering other units 14 LIMITATIONS AND RISKS It is easy to draw conclusions from the simple visualizations that would never stand in the face of a deeper understanding of the reality behind charts Kotler et al. (2005) noted, reliance on matrix approaches prompted a number of companies to sell off strategic assets and plunge into businesses that they lacked the experience to manage 15