Linking Strategy, Evaluation and Grants Management

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How do you determine if your foundation is actually implementing its strategies effectively? How can your evaluation processes and your grants management system work together to provide useful strategic insights? In this webinar, we'll explore techniques for evaluating both strategy implementation and outcomes, and what information you need from and about your grantees to inform your strategy.

*Completion of this webinar counts toward the CMF-JCP Grantmaking Series Certificate of Completion - More Details


Dr. Teresa (Teri) Behrens is the editor in chief for The Foundation Review, published by the Dorothy A. Johnson Center for Philanthropy at Grand Valley State University in Grand Rapids, MI. The Foundation Review is the first peer-reviewed journal of philanthropy, written by and for foundation staff and boards and those who work with them implementing programs.

Behrens joined the Johnson Center in January 2009. Previously, she served as the director of evaluation for the W.K. Kellogg Foundation, providing leadership for the Foundation’s overall evaluation program. From 1995-2001, Behrens consulted in program planning and evaluation for organizations such as the National Science Foundation-supported Industry/University Cooperative Research Centers. From 1990-1995, she was a program officer for the Michigan Strategic Fund for the Michigan Department of Commerce. Behrens holds a doctorate in psychology from North Carolina State University and a bachelor's degree in psychology and English from Case Western Reserve University.


Gale Berkowitz has led the organization-wide evolutions of strategy, grantmaking, evaluation and learning systems among three major foundations in the US and Canada. She has led this work for organizations tackling some of the most critical social and environmental issues of our time including education and training for those in poverty, financial inclusion, reproductive health, and climate change.

Gale brings over eleven years of experience in leading the development of learning systems in philanthropic organizations.  Gale also has over 12 years as a practicing evaluator, having worked across of a variety of issue areas, levels, and geographies. Previously Gale Berkowitz was the Director of Evaluation and Learning at The MasterCard Foundation (MCF) located in Toronto, Ontario, Canada. There she led the Foundation’s evaluation and learning agenda, embedding evaluative learning in its culture from its early stages. Prior, Gale was Director of Evaluation at the David and Lucile Packard Foundation, and held a similar position at the Charles and Helen Schwab Foundation before that.  In 2013, Gale started her own consulting practice focusing on foundation effectiveness and organizational learning.

Lori Fuller is director of Evaluation and Learning at the Kate B. Reynolds Charitable Trust, an independent foundation in Winston-Salem, North Carolina that funds healthcare statewide and human services in Forsyth County. Over the past fifteen years, she has built the evaluation capacity of the Trust, worked to improve its knowledge management and grants management processes, and helped to shape recent strategic shifts at the Trust. Lori is a Truman Scholar, a national program for graduate studies towards a career in public service, and has an MSW from the University of North Carolina and an MBA from Wake Forest University.



CMF Members: $35.00
Non Members: $70.00

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