New directions in portfolio reviews

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A funder portfolio review is an evaluation of a set of programs or activities that make up a portfolio, typically defined by a sector or a place. Portfolio reviews take many forms, but the purpose is generally the same: to take stock and reflect on activities or investments in a particular area of programming. They are often requested by funders to answer straightforward questions about what’s working and what isn’t working in order to figure out what to do next. Portfolio reviews typically include a desk review of program documents and often include other data collection such as interviews and focus groups. Because funders use portfolio reviews to make strategic decisions about programmatic directions and resource allocations, innovations in this type of evaluation can bring large benefits. In this post, we briefly introduce two new directions for portfolio reviews.