Place-based Convening Program

PROGRAM IS THIS A BETTER PLACE?

THE

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ART SCIENCE OF PLACE-BASED EVALUATION

OCTOBER 5 - 6, 2015 SAN DIEGO, CALIFORNIA

JacobsCenter.org/PlaceBased | #PlaceBasedEval

SPONSORS JACOBS CENTER FOR NEIGHBORHOOD INNOVATION Founded in 1995, the Jacobs Center for Neighborhood Innovation is focused on building communities and lifting lives. As a creative catalyst and incubator, the Jacobs Center works with the community to revitalize Southeastern San Diego’s Diamond Neighborhoods. This means transforming nearly 60 acres into sustainable developments that provide residents with greater access to resources and amenities that improve their quality of life. Additionally, the Jacobs Center works with community organizations to increase residents’ economic opportunities, leadership skills, and educational success.

JacobsCenter.org R

NEIGHBORHOOD FUNDER’S GROUP NFG’s Working Group on Place-Based Community Change is dedicated to finding achievable solutions for building robust communities of opportunity that create prosperity for everyone. Working group membership includes funders at city, state, regional, and national levels who are committed to authentic partnership, lasting residentled community change, and to learning from the work of their funder peers.

NFG.org

THE ASPEN INSTITUTE The mission of The Aspen Forum for Community Solutions (AFCS) is to support community collaboration – including collective impact – that enables communities to effectively address their most pressing challenges. The Aspen Forum for Community Solutions seeks to serve as a platform for sharing best practices across community collaborations, and it will enlist more communities to pull together for community-wide progress while providing them with the tools, support, and resources necessary to achieve results.

AspenCommunitySolutions.org

AGENDA

MONDAY, OCTOBER 5 Jacobs Center for Neighborhood Innovation

7:30 am Shuttle arrives at the Hard Rock Hotel to transport attendees to the Jacobs Center for Neighborhood Innovation

8 - 9 am Registration, Breakfast, and Networking – Celebration Hall

9 - 10 am Convening Opening – Celebration Hall

• Welcome » Reginald Jones, President & CEO, Jacobs Center for Neighborhood Innovation » Steve Patrick, Executive Director, The Aspen Institute

• Goals of the Convening, Life Cycle Framework, Overview of the Agenda » Jennifer James, Vice President, Harder+Company Community Research

• Keynote Speaker » Dr. Michael McAfee, Vice President of Programs, PolicyLink

10 - 11 am FIRST SESSION: Defining Place-Based and Systems Change – Celebration Hall 11 - 11:15 am Transition to Second Session

11:15 am -12:45 pm SECOND SESSION: Early Stage – Planning, Assessing, and Creating a Strong

Foundation for Place-Based Work

• Choose a Workshop 1. Getting Ready and Developing a Learning Agenda – Breakout Room A 2. Supporting Community Engagement – Breakout Room B 3. Building Capacity for Implementation – Breakout Room C

12:45 - 1:45 pm Lunch, Report Out, and Networking – Celebration Hall

1:45 - 2 pm Transition to Third Session

2 - 3:40 pm THIRD SESSION: Implementation Stage – Deepening the Work

• Choose a Workshop 1. Strengthening Leadership & Governance Structures – Breakout Room A 2. Strengthening Collaboration & Cross-Sector Engagement – Breakout Room B 3. Assessing Progress & Supporting a Learning Culture – Breakout Room C

AGENDA

3:40 - 4 pm Break

4 - 4:45 pm Report Out, Reflections, and Close – Celebration Hall

» Jennifer James, Vice President, Harder+Company Community Research » Workshop Facilitators

5:30 pm Dine Arounds – Hard Rock Hotel Lobby

TUESDAY, OCTOBER 6 – Hard Rock Hotel

8:30 - 9:30 am Breakfast – The Edge Room

9:30 - 9:50 am Second Day Welcome – The Edge Room

» Jennifer James, Vice President, Harder+Company Community Research

9:50 - 10 am Transition to Final Session 10 - 11:45 am FINAL SESSION: Sustaining Change Stage – Maintaining Momentum and Assessing Results •

Choose a Workshop 1. Managing Change and Transitions – Encore Room 1 2. Supporting Sustainability Efforts – Encore Room 2 3. Connecting Community Change to Systems Change – Encore Room 3

11:45 am - 12 pm Break

12 - 12:20 pm Session Report Out – The Edge Room

12:20 - 12:30 pm Reflections on the Convening – The Edge Room

• Overview of Key Themes » Steve Patrick, Executive Director, The Aspen Institute

• Next Steps » Reginald Jones, President & CEO, Jacobs Center for Neighborhood Innovation

12:30 pm Closing – The Edge Room • Box lunches for travelers

CONVENING ORGANIZERS REGINALD JONES President & CEO, Jacobs Center for Neighborhood Innovation Reginald Jones came to the Jacobs Center for Neighborhood Innovation in 2012 to serve as President and CEO, overseeing the greater mission and goals of the organization. Prior to joining the Jacobs Center, Reginald served as President of Chicago-based Steans Family Foundation, a philanthropy committed to revitalizing North Lawndale, a disinvested community on Chicago’s west side.

He worked with culturally diverse residents and partner organizations to undertake ambitious neighborhood revitalization efforts.

STEPHEN A. PATRICK Executive Director, The Aspen Forum for Community Solutions Stephen Patrick is the Executive Director of The Aspen Forum for Community Solutions at the Aspen Institute. He oversees work at Aspen that focuses on building the collective impact field, launching and implementing the Opportunity Youth Incentive Fund, and lifting up successful stories of civic engagement and community change. Previously Steve served as a Senior Program Officer at the Bill and Melinda Gates Foundation. He lives on Bainbridge Island with his wife, Suzanne and sons, Jackson and Will.

SHERI BRADY Senior Associate for Strategic Partnerships, Aspen Forum for Community Solutions Sheri Brady, Senior Associate for Strategic Partnerships at The Aspen Forum for Community Solutions, engages leaders in sharing best practices of community solutions and collective action including principles of equity, leadership, and community and family engagement strategies. She was previously Director of Policy at the W.K. Kellogg Foundation, where she provided foundation-wide leadership and consultation on policy and advocacy grantmaking. Sheri received her bachelor’s degree from Wheaton College in Norton, MA and her law degree from the University of California at Berkeley.

JENNIFER JAMES Vice President, Harder+Company Community Research Jennifer is a community researcher with nearly two decades of planning and evaluation experience in California and across the nation. She works with social sector clients in fields such as community development, community health, at-risk youth, and early childhood education. Trained as an anthropologist, Jen directs locally appropriate research and capacity-building projects that inform strategic decision-making for funders, public agencies, and community-based organizations. She has supported the evaluation and planning of numerous place-based initiatives, working with The California Endowment, Blue Shield of California Foundation, The Colorado Health Foundation, Open Society Foundations, and other clients.

KEYNOTE SPEAKER DR. MICHAEL McAFEE Vice President for Programs, PolicyLink Dr. Michael McAfee, Vice President for Programs at PolicyLink, has spent more than 20 years serving as a results-driven leader in the government, philanthropic, and human-service sectors. He has collaborated with philanthropic, government, civic, business, nonprofit, and faith leaders to create more than 3,000 units of affordable housing, 5,000 jobs, and systems of cradleto-career supports that serve more than 300,000 children and their families.

He is on a journey to build a legacy grounded in equity – just and fair inclusion into a society in which all are fully participating, prospering, and reaching their full potential.

SPARK PRESENTERS Building Healthy Communities • Christine Tien, The California Endowment, Building Healthy Communities • Lynne Cannady, LPC Consulting • Kim Williams, Sacramento Building Healthy Communities Hub The Colorado Trust • Nancy Baughman Csuti, The Colorado Trust • Debbi Main, University of Colorado Denver • Krista Martinez, Community Partner Blandin Foundation • Wade Fauth, Blandin Foundation First 5 LA Best Start • John Bamberg, Best Start • Saul Figueroa, Best Start Community, Compton • Giannina Fehler-Cabral, Harder+Company Community Research Aspen Opportunity Youth Initiative Fund • Ian Gordon, San Diego Youth Development Office • Meg Long, Equal Measure

Promise Zone • Erich Yost, US Department of Housing and Urban Development Healthy NC • Lori Fuller, Kate B. Reynolds Charitable Trust • Doug Easterling, Wake Forest • Mina Silberberg, External Evaluator United Way of San Diego County • Shaina Gross, United Way of San Diego County Wells Fargo • Lois Greco, Wells Fargo Regional Foundation and Community Development Corporation Promise Zone • Sarah Zevin, US Department of Education • Kathie Lembo, South Bay Community Services (Chula Vista Promise Zone) • Sandy Keaton, San Diego Association of Governments

FIRST SESSION:

Place-Based Change as Systems Change WORKSHOP TOPIC

1. Defining Place-Based and Systems Change

PRESENTER/FACILITATOR

SPARK PRESENTERS: BUILDING HEALTHY COMMUNITIES

• Based on what has just been presented, what might be some implications for how funders, the community, and evaluators do their work?

The California Endowment

• How can you manage the power dynamics that are always present in place-based work (e.g., between funder and community, between evaluator and funder, between evaluator and community), especially as it relates to systems change?

Christine Tien

Lynne Cannady LPC Consulting

Kim Williams

Sacramento Building Healthy Communities Hub FACILITATOR:

Hallie Preskill FSG

NOTES:

DISCUSSION QUESTIONS

• What implications are there for the ways in which evaluations are designed and implemented?

SECOND SESSION: EARLY STAGE

Planning, Assessing, and Creating a Strong Foundation WORKSHOP TOPIC

1. Getting Ready and Developing a Learning Agenda

PRESENTER/FACILITATOR

DISCUSSION QUESTIONS

SPARK PRESENTERS: THE COLORADO TRUST Nancy Baughman Csuti The Colorado Trust

• What are key considerations for assessing funder and community readiness in the early phase of place-based initiatives? What does it mean to be “ready”? How can evaluators provide support?

Debbi Main University of Colorado Denver

• How do power dynamics influence discussions about roles, decisions, expectations, and how communities and funders work together? How can evaluators support reflection and learning during this early phase?

Krista Martinez

Community Partner FACILITATOR:

Sonia Taddy-Sandino Harder+Company Community Research

2. Supporting Community Engagement

SPARK PRESENTER: THE BLANDIN FOUNDATION

Wade Fauth The Blandin Foundation

FACILITATOR:

Audrey Jordan

Center for the Study of Social Policy, Los Angeles Office

• What are the appropriate evaluative and learning questions to assess and measure in the early phases of work? How can evaluators engage both funders and community stakeholders in developing a relevant and shared learning agenda?

• What are effective strategies for assessing and understanding the role and influence of race, culture, and power dynamics? In the context of 1) the community engagement project (e.g., history, norms re: to stakeholder interactions), and 2) the evaluator’s role in the community engagement project?

• How can evaluation support and facilitate learning about these issues? With attention to 1) who is included in the learning, and 2) what happens with the learning?

• How does evaluation assess and support community engagement strategies? Include definitions of community engagement and units of analysis (individual, group, organization, collaborative, neighborhood) • How can evaluators support planning and data-driven decision-making, including values that undergird decision rules, chosen metrics, and capacity-building considerations?

3. Building Capacity for Implementation

SPARK PRESENTERS: FIRST 5 LA

John Bamberg

Best Start Saul Figueroa Best Start Community, Compton Giannina Fehler-Cabral Harder+Company Community Research FACILITATOR:

Hanh Cao Yu

Social Policy Research Associates

• How can evaluators assess and support community capacity-building efforts, particularly capacities to addressing race, culture, and power dynamics?

• What are effective ways to promote continuous and timely learning among diverse stakeholders? What are effective strategies for evaluators to facilitate the engagement of diverse stakeholders in evaluation?

• What evaluative questions and planning tools are most helpful to provide direction and guidance during early stage work?

THIRD SESSION: IMPLEMENTATION STAGE Deepening the Work

WORKSHOP TOPIC

1. Strengthening Leadership & Governance Structures

PRESENTER/FACILITATOR

DISCUSSION QUESTIONS

SPARK PRESENTERS: ASPEN OPPORTUNITY YOUTH INITIATIVE FUND

• How can evaluation support responsive, accountable, and collective leadership? What are some indicators of responsiveness, accountability, and collective leadership?

Ian Gordon Meg Long

• What are the characteristics or indicators that residents have significant influence and leadership in the initiative?

FACILITATOR:

• Should evaluators be “seen, but not heard”? If not, what does leadership need to hear from evaluators?

San Diego Youth Development Office Equal Measure

David Chavis

Community Science

2. Strengthening Collaboration & Cross-Sector Engagement

SPARK PRESENTER: PROMISE ZONE

Erich Yost

US Department of Housing and Urban Development FACILITATOR:

Jewlya Lynn Spark Policy Research

• How can evaluation help groups to surface, understand, and leverage the motivations of different sectors to participate in and commit to the work?

• What is the role of evaluation in identifying and surfacing elephants in the room that can interfere with collaboration, such as power dynamics, cultural assumptions and disconnects, and the impact of local history around collaboration?

• How can evaluation assess and support deeper community engagement and network building (building social capital) and surface opportunities to build networks that can address inequities?

• How can evaluation support accountability and responsiveness to the needs of different communities, including communities experiencing disparities?

3. Assessing Progress & Supporting a Learning Culture

SPARK PRESENTERS: HEALTHY NC

Lori Fuller

Kate B. Reynolds Charitable Trust

Doug Easterling

Wake Forest School of Medicine

Mina Silberberg

External Evaluator FACILITATOR:

Teri Behrens

Johnson Center of Philanthropy

• What are strategies and techniques to promote team (rather than individual) learning with a diverse set of stakeholders?

- Within the foundation - Within the community - Between the foundation and the community • What are the roles of the evaluator and the foundation in creating a culture of learning (structured spaces and practices that support learning, reflection, and adaptation)? What are successful models?

• How can the measurement of outcomes support the learning process in a dynamic way, rather than become a singular focus?

FINAL SESSION: SUSTAINING STAGE

Maintaining Momentum and Assessing Results WORKSHOP TOPIC

1. Managing Change and Transitions

PRESENTER/FACILITATOR

SPARK PRESENTER:

Shaina Gross

United Way of San Diego County FACILITATOR:

Rigoberto Rodríguez Center for the Study of Social Policy

DISCUSSION QUESTIONS

• What role can evaluation play in assessing and supporting the various transitions and phases of placebased work? How do you maintain momentum when leaders, organizations, or circumstances change?

• How can evaluators assess and surface issues that help funders more effectively manage place-based efforts as the initiative matures (e.g., in regards to coordination of multiple contractors, communications, fundercommunity dynamics)?

• What are some of the key considerations, challenges, and strategies for effectively managing transitions?

2. Supporting Sustainability Efforts

SPARK PRESENTER: WELLS FARGO

Lois Greco

Wells Fargo Regional Foundation and Community Development Corporation FACILITATOR:

Lori Miller Nascimento

• What does sustainability mean for place-based initiatives? How can evaluation support local capacity to sustain community change efforts?

• How can evaluation identify and assess efforts to leverage existing resources and identify new resources (e.g., funding, partner and allies, knowledge, places and spaces) as the place-based initiative matures?

What are other ways that evaluation can support sustainability efforts for community change? What does successful sustainability look like?

The California Endowment

3. Connecting Community Change to Systems Change

SPARK PRESENTER: PROMISE ZONE

Sarah Zevin

U.S. Department of Education

Kathie Lembo

South Bay Community Services (Chula Vista Promise Zone)

Sandy Keaton San Diego Association of Governments FACILITATOR:

Meg Long

Equal Measure

• How can evaluation help stakeholders connect to and toggle between complementary community and systems change efforts to increase influence and alignment?

• How can evaluation help bring to the fore the power dynamics that exist in community change and systems change work (including the dynamics spurred by the evaluation itself) in a way that productively moves both efforts forward?

• What are some common evaluation questions and metrics that have been – or can be – applied to local systems change and community change efforts?

FACILITATORS TERESA (TERI) BEHRENS Director, Institute for Foundation and Donor Learning, Johnson Center for Philanthropy, Grand Valley State University Teresa (Teri) Behrens is Director of the Institute for Foundation and Donor Learning, Johnson Center for Philanthropy at Grand Valley State University. The Institute provides professional development resources for donors and foundation staff. She is the founding editor of The Foundation Review, the peer-reviewed journal of philanthropy. Previously, she was Director of Evaluation, W.K. Kellogg Foundation, and has extensive consulting experience in program planning and evaluation. Behrens holds a PhD from North Carolina State University and a B.A. from Case Western Reserve University.

DAVID CHAVIS, PhD President of Community Science David Chavis, PhD, specializes in building the community capacity to develop, evaluate, and improve strategies to strengthen communities and change systems. His contributions have been recognized by awards from the American Psychological Association and the American Evaluation Association. He has extensive experience managing, consulting on, and evaluating place-based community initiatives at the national and local levels. He has written widely used guides to implementing and building community capacity for place-based initiatives as well as measures of community change.

AUDREY JORDAN, PhD Independent Consultant Audrey Jordan, PhD, is an independent consultant living and working in Southern California, recently reunited with her family of origin. Specialty areas include capacity building, coaching and teaching in community choice and control, results-focused partnerships for equitable placebased change, and developmental evaluation.

FACILITATORS MEG LONG President, Equal Measure Meg Long has more than 15 years of evaluation and philanthropic strategy experience, and has worked on issues such as righting educational disparities, building individuals’ economic security, and improving the communities in which they live. At Equal Measure, Meg brings her extensive experience in place-based evaluation to initiatives such as the Lumina Foundation’s Community Partnership for Attainment, the Citi Foundation’s Pathways to Progress portfolio, the Aspen Institute’s Opportunity Youth Incentive Fund, and the StriveTogether Network, among other projects.

DR. JEWLYA LYNN CEO and Founder, Spark Policy Institute Dr. Jewlya Lynn is the CEO and Founder of Spark Policy Institute, where she leads an interdisciplinary team that develops innovative, researchbased approaches to help communities and policymakers solve complex societal problems that defy easy solutions. She is experienced in working in communities, has a deep understanding of policy and politics, and provides extensive expertise in working across public and private sectors. She focuses on a wide variety of society’s most pressing and difficult-to-solve issues, from health equity to climate change to nuclear security.

LORI MILLER NASCIMENTO Learning and Evaluation Manager, The California Endowment Lori Nascimento joined The California Endowment as a Learning and Evaluation Manager in February 2008. She develops and manages contracts and grants to support learning and evaluation for The Endowment’s Building Healthy Communities 10-year place-based plan, and to support statewide campaigns on prevention, schools, and neighborhoods. Lori is a Los Angeles native, proud mom of two girls, and earned her B.A. from the University of California, Irvine, and her M.P.H. from the Rollins School of Public Health at Emory University.

FACILITATORS HALLIE PRESKILL, PhD Managing Director, FSG Hallie Preskill, PhD, is a Managing Director with FSG, where she oversees the Strategic Learning & Evaluation practice and advises on a wide range of evaluation and learning projects. Prior to joining FSG, Hallie spent more than 20 years in academia, teaching and writing about evaluation, training, and organizational learning. She has written several books and articles on evaluation as a catalyst for individual, group, organizational, and community learning. Dr. Preskill was President of the American Evaluation Association in 2007.

RIGOBERTO RODRÍGUEZ, PhD, M.U.R.P. Senior Associate, Center for the Study of Social Policy Associate Professor of Latina/o Public Policy, Chicano and Latino Studies Department at CSU Long Beach Rigoberto Rodríguez is a practitioner of neighborhood-based approaches to community development. Rigo has over 20 years of experience with resident leadership development, organizational capacity building, multi-stakeholder community planning processes, multi-agency service collaboratives, and local policy and systems change, and he is currently involved with over 20 place-based initiatives across Southern California.

SONIA TADDY-SANDINO Vice President, Harder+Company Community Research Sonia has over two decades of experience in community research, planning, and international development. In addition to deep experience evaluating systems change, she is skilled at facilitating learning and engaging diverse stakeholders in planning and evaluation. Sonia has worked with a range of public and private funders to design practical evaluations that promote learning and inform strategy development. She currently directs a complex developmental evaluation of First 5 LA’s Best Start, a large place-based initiative focused on 14 communities in LA County.

FACILITATORS DR. HANH CAO YU Vice President, Social Policy Research Associates Dr. Hanh Cao Yu, Vice President at Social Policy Research Associates, has over 20 years of experience leading research in community/systems change, leadership development, and vulnerable populations. She has partnered with foundations and diverse communities to effectively use culturally responsive evaluation in assessing program/initiative performance. Dr. Yu has collaborated with The California Endowment on its Building Healthy Communities (BHC), serving on the BHC Evaluation Advisory Group, as a senior logic model coach for four sites, and as an evaluation partner for Healthy Richmond.

CONTACT INFO SHERI BRADY Senior Associate for Strategic Partnerships, The Aspen Forum for Community Solutions Cell 202.870.7742 Sheri.Brady@AspenInstitute.org

JENNIFER JAMES Vice President, Harder+Company Community Research Cell 619.379.6101 JJames@HarderCo.com

VENUS MOLINA Director of Community Affairs & Government Relations, Jacobs Center for Neighborhood Innovation Cell 619.246.0442 VMolina@JacobsCenter.org

NOTES

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