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.

Turning lemons into lemonade, and then drinking it: Rigorous evaluation under challenging conditions

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In early 2014, USAID came to the ASPIRES project with a challenge. They requested that our research team design and implement a prospective quantitative evaluation of a USAID-funded intervention in Mozambique. The intervention centered on a combined social and economic intervention for girls at high risk of HIV infection. As a research-heavy USAID project focused on the integration of household economic strengthening and HIV prevention/treatment, ASPIRES was prepared for the task.

The challenges, however, came in the particulars of the evaluation scenario. The research team set its mind to identifying the best possible design to fulfill the request. This is to say, we sought out a recipe for lemonade amidst these somewhat lemony conditions.