Evaluation 2014

Plenary Sessions

A Vision of Corporations Fit for the Future: Implications for Evaluation

Thursday, October 16

9:45 - 10:45 a.m.

Corporations are increasingly recognizing their place at the intersection of global economic, environmental, and equity issues. Bob Willard will bring us the business context for corporate social and environmental responsibility and help us see the connection to evaluation.

Bob will highlight the importance of standards and benchmarks as he links the corporate world with the field of evaluation. For example, many corporations are lulling themselves into thinking they are making sufficient progress if they keep nudging forward on their current course and at their current speed. Frequently used standards can easily celebrate progress toward anemic goals instead of goals that make a business fit for a sustainable future. Bob highlights standards that encourage organizations to create positive environmental, social, and economic value so that we have the possibility of sustaining a flourishing economy, society, and ecosystem on our finite planet.

Plenary Leader

Bob Willard

Bob Willard

Sustainability researcher, author, resource creator, and speaker

Bob is a leading expert on quantifying and promoting the business value of corporate sustainability strategies. He has given hundreds of keynote presentations to corporate, government, university, and NGO audiences and written four books related to sustainability. Bob applies his leadership experience from his 34-year career at IBM Canada to engage the business community in proactively avoiding risks and capturing opportunities by using smart environmental, social, and governance strategies. Bob is on the advisory boards of The Natural Step Canada and Learning for a Sustainable Future and is on the core faculty of the International Society of Sustainability Professionals.  

The Significance of Social Impact Measurement for Visionary Evaluation

Friday, October 17 

9:45 - 10:45 a.m.  

While public, non-profit, and philanthropic sectors have always been focused on serving the public interest, businesses are increasingly and innovatively creating social impact goals. These businesses include social ventures, social enterprises, corporations, and social investment funds.  The increasing number of  businesses with social goals highlights a lack of consensus on how to measure or evaluate “social impact.”

Three presenters involved in social impact investing will illuminate trends in the field of social impact measurement. They will then engage in a lively dialogue with three seasoned evaluators  about the interplay of key evaluation issues and the trends in social impact measurement. The panel is designed to build our collective knowledge in order to move toward a set of guiding principles to inform both the evaluation and social impact communities.

The presenters are Georgette Wong (Correlation Consulting); Tris Lumley (New Philanthropy Capital and Social Impact Analysts Association); and Nancy McPherson (Rockefeller Foundation). Panelists Ian Davies, Tom Kelly, and George Julnes, will represent the evaluation field in addressing the presenters about how the social impact arena intersects with core principles in the evaluation field. Jane Reisman will moderate this plenary.

Plenary Leaders

Tris Lumley

Tris Lumley

Director of Development – New Philanthropy Capital

Tris Lumley leads the New Philanthropy Capital’s development of new strategies, partnerships and initiatives to help transform the social sector. He helped initiate, and now coordinates, the Inspiring Impact programme which aims to embed impact measurement across the UK charity sector by 2022. He is also engaged in international efforts to advance an impact focus in the social sector as a trustee of the Social Impact Analysts Association and co-Chair of the Impact Measurement Working Group of the Social Impact Investment Taskforce established by the G8. Tris will discuss his experience across a wide range of sectors in championing a social impact focus including promotion of a code of good impact practice and diagnostics.


Nancy MacPherson

Nancy MacPherson

Managing Director, Evaluation – Rockefeller Foundation

Nancy MacPherson is responsible for developing and managing the evaluation function at strategy, initiative, and grant portfolio levels across the Rockefeller Foundation. Nancy joined the Foundation in 2008 following 25 years of experience in development evaluation in Asia and Africa with international development organizations, the United Nations, and multi- and bilateral agencies. She has served as Special Advisor to the Director General on Performance Assessment of the International Union for Conservation of Nature. She also has played a key role in establishing and nurturing global and regional development evaluation professional associations. Nancy will share the Rockefeller Foundation perspective about how private investors and social enterprise can complement the efforts of philanthropy to achieve social change and scale with a measurement infrastructure.


Georgette Wong

Georgette Wong

CEO – Correlation Consulting

Georgette Wong is a recognized leader in the field of impact investing, those investments that simultaneously create financial return and positive social and environmental value.  She works with foundations, families, and corporations. Georgette has presented on impact investing before the US Senate and the UN-backed Principles for Responsible Investment among others. Her 2012 Take Action! Summit brought together 125 investors representing over $4.5 trillion in assets. Since 2007, she has helped catalyze more than $350 million in new commitments to impact investing. Georgette will focus her presentation on her role in educating foundations, corporations and pension plans about impact investing and the standards of evidence that are commonly employed in this arena.



Ian Davies

Ian Davies

Director – Ian C Davies Conseil Inc

Ian Davies is former President of the European Evaluation Society and the British Columbia Chapter of the Canadian Evaluation Society. He is a Credentialed Evaluator, the professional designation accorded by the Canadian Evaluation Society. Ian works with the highest levels of governments and organizations. He has successfully coached and advised parliamentarians, ministers, commissioners, boards and directors of national and multinational institutions on governance, leadership, reform, policy formulation and implementation, and accountability. He is a university lecturer, researcher, writer, and frequent professional conference speaker. 


George Julnes

Geogre Julnes

Professor of Public and International Affairs – University of Baltimore

George Julnes, Professor of Public and International Affairs at the University of Baltimore, has been teaching and conducting evaluations for 25 years.  He is currently a AEA board member and a section editor (Professional Values and Ethics) of the American Journal of Evaluation.  He is also on the editorial boards of New Directions for Evaluation, Evaluation and Program Planning, and the International Review of Public Administration.


Thomas Kelly

Thomas Kelly

Vice President for Knowledge, Evaluation and Learning – Hawai’i Community Foundation

Tom Kelly joined the Hawaiʻi Community Foundation in December 2012 as its new vice president for knowledge, evaluation, and learning after 13 years managing evaluation at the Annie E. Casey Foundation in Baltimore. During that time, he led the evaluation of Casey’s 12-year, 10-city community change initiative Making Connections.

Tom’s current work includes the building of internal and grantee evaluation and knowledge-building capacity, evaluation of policy advocacy and community capacity, and foundation performance and results measurement. Tom is a board member of Grantmakers for Effective Organizations.



Jane Reisman

Jane Reisman

President and Founder – ORS Impact

A passion for action and a hunger for creating positive social change led ORS Impact (formerly Organizational Research Services) founder Jane Reisman from academics into the world of evaluation and strategic learning consulting. A master trainer, facilitator, evaluator and coach, Jane has helped hundreds of non-profits, foundations, governmental agencies, and multi-lateral organizations gain clarity about what they are doing, the underlying assumptions informing their work, and how they are evaluating their efforts to show measurable progress.  She specializes in developing theories of change and designing measurement, learning, and evaluation systems at the strategy and portfolio level.