Want to post on GEOList? Read our “How To” here.

From: Leila Martini [[email protected]] Sent: Thursday, April 07, 2016

Good Afternoon,

I am interested in finding examples of job descriptions for the following types of titles:

 Director of Policy  Director of Research  Program/Project Officer  Director of Advocacy  Director of Evaluation/Assessment

Thank you!

Leila Martini, DrPH, MPH, MLS Director of Policy & Research Foundation for a Healthy St. Petersburg

From: Jennifer Lee [[email protected]] Sent: Wednesday, April 27, 2016

Dear Leila,

Attached please find job descriptions that match the positions you were interested in finding examples of, as noted in a recent GEO listserv post:

• Senior Director of the Massachusetts Medicaid Policy Institute (The Massachusetts Medicaid Policy Institute, a program of our Foundation’s, is an independent and nonpartisan source of information and analysis about the Massachusetts Medicaid program. Its mission is to promote the development of effective Medicaid policy solutions through research and policy analysis.) • Director of Evaluation and Strategic Initiatives • Senior Program Officer

If we can provide additional information, please don’t hesitate to be in touch. Best of luck in your job development efforts!

All the best, Jennifer Lee Senior Program Officer Blue Cross Blue Shield of Massachusetts Foundation

From: Kelci Price [[email protected]] Sent: Monday, April 11, 2016

Hi Leila –

Here are a set of job descriptions I’ve been collecting related to evaluation positions. Depending on how the organization approaches evaluation, these types of positions may require expertise in research/social sciences, but in many organizations they can lean towards someone with a strategic mindset and skills related to organizational development/learning. Hope these are helpful!

Best, Kelci Price, Ph.D. Director, Research and Evaluation The Colorado Health Foundation

From: Rhonda Smythe [[email protected]] Sent: Monday, April 11, 2016

Hi Leila,

Conveniently, this just went out today! Hope the job descriptions contained within are useful.

Best, Rhonda Smythe Program Officer Missouri Foundation for Health

From: Mary Jo Shircliffe [[email protected]] Sent: Monday, April 11, 2016

Hi Leila,

Please find attached relevant job descriptions from the Foundation for a Healthy Kentucky. Please let me know if you have any questions.

Have a nice day!

Mary Jo Shircliffe Vice President, Operations and Administration Foundation for a Healthy Kentucky

From: Kori Dunaway [[email protected]] Sent: Monday, April 11, 2016

Hi Leila,

I saw your post for job description examples. We don’t have all, but we do have a recent program officer JD and dir of comms JD which encompasses advocacy in our team.

Attaching both as a reference if helpful.

Best, Kori Dunaway Program Associate Raikes Foundation

From: Kim Christianson [[email protected]] Sent: Monday, April 11, 2016

Hi Leila – I’ve attached a few JDs that I hope can be useful (we don’t have the other roles you mention below). Please let me know if you have questions on any of the roles.

Best, Kim Christianson Director, Human Resources and Administration Margaret A. Cargill Philanthropies

From: Viola Dessanti [[email protected]] Sent: Monday, April 11, 2016

Hi Leila Here is the job description for my position “Director of Measurement, Evaluation and Learning” at the Ontario Trillium Foundation

Best Viola Dessanti Senior Analyst Ontario Trillium Foundation

*Log in to GEO’s website here and click ‘GEOList Archives’ to access archived GEOList Summaries, including the PDF of this summary.

Want to post on GEOList? Read our “How To” here. Senior Director, Massachusetts Medicaid Policy Institute Job Description

The Senior Director for the Massachusetts Medicaid Policy Institute (MMPI) is responsible for the development and implementation of a strategic agenda for MMPI. The agenda shall seek to further the overall mission and strategic agenda of the BCBSMA Foundation, in addition to supporting the overall purpose MMPI which is to promote the development of effective Medicaid policy solutions through research and policy analysis. The Senior Director shall develop and implement MMPI’s strategic agenda in collaboration with the President of the BCBSMA Foundation and the rest of the Foundation team, including specifically the Foundation’s Director for Policy and Research.

The Senior Director is responsible for promoting the visibility and reputation of MMPI as an independent and nonpartisan source of information and analysis about the Massachusetts Medicaid program, “MassHealth.” MMPI promotes broad understanding of MassHealth and its interrelatedness with other health care programs for low income people, and seeks to create a rigorous and thoughtful public discussion of the program’s successes and the challenges ahead. It collaborates with a wide spectrum of policy makers, legislators, researchers, providers, advocacy groups, consumer organizations, business and other stakeholders.

In order to achieve the above, the Senior Director for MMPI shall:  Develop short and long range research plans and projects  Identify lead researchers for commissioning work, and collaborate with selected consultants to produce high quality, objective, timely policy briefs and associated reports. Ensure the effective stewardship of Foundation resources by effectively managing contracts and ensuring production of high quality products and deliverables.  Identify and assist in the planning and execution of conferences and other convening opportunities that support the MMPI policy agenda.  Contribute to public discussion and debate and ensure MMPI developed resources continue to be relevant and leveraged by stakeholders through ongoing engagement with key stakeholders, and maintenance/development of relationships with advocates, state officials, policymakers, health care professionals, health plan representatives and other key stakeholders.  Create publications and other mechanisms, such as webinars, to educate stakeholders about the MassHealth program in order to broaden awareness of the importance of the MassHealth program through transparency and translation.  Monitor key MassHealth policy and program initiatives and produce reports and other publications on these initiatives.  Leverage opportunities to partner with state government in promoting stakeholder engagement and understanding of policy issues and options.

In addition to development and implementation of MMPI-related projects specifically, the Senior Director shall also develop and oversee other policy-related projects in support of the Foundation’s mission and strategic agenda. These may include projects related to coverage and affordability or other key strategic focus areas.

The Senior Director for MMPI will work closely with Director for Policy and Research and collaborate and support other Foundation team members to create a culture that supports diversity and inclusion, collegiality, and pursuit of excellence in effort and work products.  Provide regular guidance, feedback, and opportunities for professional development to Policy Analyst reporting to Director for Policy and Research.  As needed, assist with hiring and performance review of Policy Analyst.  Provide advice and support to Director for Policy and Research regarding project development, identifying researchers/consultants and in oversight of project progress.  Support Foundation grant making activities by participating in the review of grant proposals, giving input into grant guidelines, and identifying and sharing policy issues that may need attention and discussion.

The Senior Director is also responsible for developing and maintaining strong professional relationships with key stakeholders both within and outside of state government. The position shall also work to identify opportunities to partner and collaborate with other organizations and foundations to expand the breadth of impact of the work of MMPI.

Qualifications: (Knowledge, skills and abilities)

 An in depth understanding of health financing and policy issues and trends, with a specific understanding of Medicaid.  Experience in health access programs and/or community based health care delivery preferred.  Expertise in evaluation, research, policy analysis and policy development.  Ability to crystallize and clearly lay out complicated issues.  Strong planning and organizational skills.  Excellent oral and written communication skills; ability to write and speak persuasively.  Ability to create, coordinate and staff committees comprised of high level individuals.  Ability to collaborate and build partnerships around common interests and goals.  A self-starter who has the ability to deal with ambiguity.  Politically knowledgeable.  Strong interpersonal, team-building and negotiation skills; a creative partnership builder.

Education/Relevant Experience:

 An advanced degree, preferably in health care management or public policy or closely related field is desired.  Extensive knowledge of and experience in health care and public policy required.

Position Description

Blue Cross Blue Shield of Massachusetts Foundation Director of Evaluation and Strategic Initiatives

Position Overview

The Director of Evaluation and Strategic Initiatives will serve as a member of the Foundation’s leadership team, working at the intersection of research, policy and grantmaking. The Director will develop and implement the strategy for evaluating the effectiveness and impact of the Foundation’s grantmaking investments, capture and leverage best practices, and lead and manage strategic initiatives and special projects. Aligning closely with the President and the other members of the Foundation’s team, the Director will be accountable for developing a comprehensive evaluation process , as well as compiling and leveraging best practices to hone the Foundation’s grant making and policy initiatives ensuring they are aligned to most effectively drive change in the health care landscape. S/he will be responsible for cultivating strong trusting relationships with the Foundation’s partners, stakeholders and the community at large, with the goal of learning and sharing our knowledge in ways that will most benefit the residents of the Commonwealth.

Major Responsibilities

Lead the development and implementation of an enhanced evaluation strategy for the Foundation’s grantmaking that enables the Foundation to more strategically focus its grantmaking investments with greater emphasis on impact, and longer term, measurable results.  Create and deliver meaningful evaluation/assessment tools and frameworks to measure the quantitative and qualitative impact of programs, from the design phase through implementation and final data collection;  Develop methodologies for sharing and disseminating knowledge and results with internal and external audiences;  Strengthen grantee organizations and their impact through developing strong relationships, providing them with technical assistance focused on evaluation methodologies, and creating collaborative opportunities for them to refine and improve their work through discussion with Foundation staff regarding program strengths, challenges, outcomes and best practices;  Oversee and guide the work of outside evaluation/assessment consultants;  Assist prospective grantees in establishing performance metrics from which the success of their programs can be evaluated.

Lead the design and development of strategic initiatives including development of case studies to capture and share best practices and move the Foundation’s agenda forward.

1  Identify innovative best practices and case studies based on the work of Foundation grantees and conducting research on successful initiatives (not limited to those funded by the Foundation) and programs nationwide;  Develop mechanisms for sharing and disseminating best practice and case study information to stakeholder groups that could most benefit professionally and in a way that best reflects the high level of quality work that is associated with the Foundation;  Utilize the compilation of best practices and evaluation findings to gain a solid understanding of the Foundation’s impact and to ensure that the grantmaking and policy arms of the Foundation are working together to drive broader scale change in the health care arena;  Propose initiatives, programs and studies that will contribute to the local and national discussion regarding health care access and affordability, while also ensuring that quality controls are introduced/strengthened so that knowledge disseminated reflects only the highest levels of professionalism expected from the Foundation;  Periodically reassess and modify case studies based on new knowledge and information, changes in the external environment and other factors.

Cultivate strong working relationships and communicate the Foundation’s mission to a diverse audience  Shine a light on the Foundation’s activities in a way that reinforces its mission to its partners, stakeholders and the community at large;  Play a lead role in positioning the Foundation with public and private organizations throughout the community, and cultivate relationships to advance the Foundation’s initiatives;  Operating as a neutral educator and convener, communicate through all available media to reach the audiences that can collaboratively move discussions forward;  Proactively seek public speaking/presentation opportunities to represent the Foundation and serve as a voice at the table in all appropriate local/national program and policy discussions;  Communicate regularly with the Board, and work with the Board and leadership team as needed to report on progress and discuss options, especially in regard to strategic initiatives.

Qualifications

 A systems-level thinker and leader with health care experience and knowledge of health care practices and trends, both in MA and nationally  Significant professional experience developing and executing evaluation methodologies that drive performance  A strong understanding of the importance of analytical and evidence-based approaches, leading to measurable policy change and demonstrated impact  A successful manager with a track record of meeting multiple deadlines, maintaining a high level of organization, moving quickly from one project to another, and managing expectations/timelines to achieve results  Operationally strong, with a commitment to continuously developing processes and policies which add to effectiveness and efficiency

2  A minimum of 12 years of work experience and a Masters level degree in public policy, public health or other similar area of focus required

3

Personal Characteristics

 A passion for the Foundation’s mission and a strong commitment to health care equity  A respected leader who engenders confidence and trust in those around them  An accomplished manager able to cultivate high performance teams  Exceptional oral and written communication skills; ability to clearly and persuasively articulate complex ideas to diverse audiences  Comfortable and astute working at the intersection of grantmaking, operations, policy and learning  Adaptable, with the ability to listen to new ideas, encourage open dialogue, argue for strongly held opinions, and change course based on new evidence  Highly collegial; equally comfortable as a team leader or team member  Action-oriented, with the ability to build momentum around ideas and initiatives  Detail-oriented, a perfectionist on distributed materials, but also able to sustain the big picture view

The Blue Cross Blue Shield of MA Foundation is an Equal Opportunity Employer and encourages candidates of all backgrounds to apply for this position.

4

Position Description Senior Program Officer Grade Level: L

Position Overview The Senior Program Officer will serve as a member of the Grantmaking Team, overseeing a portfolio of grant programs that are dedicated to the Foundation’s mission of expanding access to care for low-income and vulnerable people in Massachusetts. The Officer will lead all grantmaking processes, including developing guidelines and criteria for grant programs, facilitating the review processes of applicants involving other Foundation staff and external partners, presenting recommendations to the Board of Directors, providing ongoing technical assistance to grantees, and working with the Foundation’s Director of Evaluation and Strategic Initiatives to evaluate the impact of the organizations.

This position will also work closely with other Grantmaking team members to engage in the support and oversight of other grant programs. It will coordinate with the Grants and Administrative Coordinator to continuously monitor FoundationConnect, the Foundation’s online grantmaking portal. Finally, it will work with Policy and Research staff to enhance the connections and integration of our grantmaking and policy/research agendas.

Major Responsibilities

Manage the Catalyst Fund grant area, which provides one-time non-renewable minigrants to community- based organizations to strengthen their capacity to expand access to health care. • Coordinate Annual Drive Campaign: Develop overall strategy and goals for campaign; work with BCBSMA business areas including Marketing and Internal Communications to develop effective awareness approaches targeted at BCBSMA associates; coordinate a team of volunteers; and oversee other campaign activities. • Coordinate events that raise awareness of the fund to BCBSMA associates, highlighting its impact on the community and company. • Coordinate monthly review process, including facilitation of monthly meetings, processing grants with the review committee, and processing approvals and declines with the Foundation President. • Provide orientation and ongoing support to review committee members. • Manage regular communications with committee members. • Assist in the coordination and planning process for the annual Catalyst Fund Golf Tournament.

Manage the Connecting Consumers with Care grant area, which provides multi-year grants to health centers and community-based organizations that help consumers enroll in and maintain coverage, and promote self-sufficiency in navigating the health care system. • Develop grant guidelines, facilitate review process for applicant organizations with external reviewers and staff, and process approvals and declines with the Foundation Board. • Collaborate with Mass AHEC to hold Learning Community grantee convenings that provide grantees with an opportunity to share best practices, identify common challenges, and develop new practices for patient self- sufficiency. • Conduct site visits to obtain progress updates, discuss challenges experienced in further detail, and obtain information that will be useful to ongoing technical assistance. • Collaborate with Foundation’s Director of Evaluation and Strategic Initiatives to develop regular reporting format and structure for grant area.

Manage the Strengthening the Voice for Access grant area, which provides multi-year operating support grants to statewide advocacy and policy organizations. • Develop grant guidelines, facilitate review process for applicant organizations with external reviewers and staff, and process approvals and declines with the Foundation Board. • Hold grantee convenings that allow organizations to bring in perspectives of key health policy leaders or enhance their skills and abilities to carry out advocacy strategies. • Collaborate with Foundation’s Director of Evaluation and Strategic Initiatives to revise regular reporting format and structure for grant area. • Conduct site visits to select grantees to obtain progress updates, discuss challenges experienced in further detail, and obtain information that will be useful to ongoing technical assistance.

Launch a grant area focused on Social Equity and Social Determinants of Health. • Conduct research and a literature review to understand the landscape of existing funding and models addressing social equity and social determinants of health. • Develop grant guidelines, facilitate review process for applicant organizations with external reviewers and staff, and process approvals and declines with the Foundation Board.

Support overall operations of the Grantmaking department. • Assist in the Making Health Care Affordable grant area: work with Bailit Health Purchasing to provide technical assistance, participate in ongoing Learning Community sessions, and conduct site visits. • Assist in the review process and management of Special Initiatives grants. • Support the development and implementation of the new Fostering Effective Integration of Primary Care and Behavioral Health grant area. • Conduct ongoing website maintenance and communications. • In coordination with the Grants and Administration Coordinator, provide ongoing monitoring of the FoundationConnect system used to process grant proposals, reports, site visits, and grantmaking demographic information. Identify areas to streamline the grantmaking process through FoundationConnect.

Support overall operations and initiatives of the Foundation • Coordinate with the Policy & Research Department and the Massachusetts Medicaid Policy Institute to enhance the understanding and learning between our grantmaking and policy work. • Represent the Foundation at external philanthropic, community and health-care related meetings and venues. • Contribute to interview process for the eight cohort of the Massachusetts Institute for Community Health Leadership.

Qualifications  Track record of meeting multiple deadlines, maintaining a high level of organization and attention to detail, moving quickly from one project to another, and managing expectations/timelines to achieve results  Strong sense of connection and partnership with community-based organizations throughout Massachusetts  Strong written and oral communication skills; ability to clearly and persuasively articulate complex ideas to diverse audiences  Sense of priority, flexibility, good judgment and teamwork  Ability to take initiative  Ability to streamline operations, continuously developing processes and policies that add to effectiveness and efficiency  Highly collegial; equally comfortable as a team leader or team member  Adaptable, with the ability to listen to new ideas, encourage open dialogue, argue for strongly held opinions, and change course based on new evidence  Minimum of 5 years of work experience

Job Title: Director of Strategic Learning, Research and Evaluation (SLRE)

Location of position: New York, NY

Reporting relationship: Vice President of Strategic Learning, Research and Evaluation

Overview of AJWS

American Jewish World Service (AJWS) is the leading Jewish organization working to promote human rights and end poverty in the developing world. AJWS advances the health and rights of women, girls and LGBT people; promotes civil and political rights; defends access to food, land and water; and aids communities in the aftermath of disasters. We pursue lasting change by granting approximately $40 million annually to more than 500 grassroots and global human rights organizations in Africa, Asia, Latin America and the Caribbean and by mobilizing our community in the U.S. to advocate for global justice. Working together, we strive to build a more just and equitable world.

Position Overview

The Strategic Learning, Research and Evaluation (SLRE) division is responsible for driving a robust, meaningful, and innovative research strategy and learning agenda that will increase AJWS’s contribution to social change, continuing to build field leadership, and its capacity for understanding, refining, and communicating its role and impact.

The Director of SLRE will be responsible for:  Leading and managing the strategic research, monitoring, evaluation and learning of our Early/Child Marriage strategy;  Leading the annual organizational planning and reflection process, analysis and reporting;  Identifying key research questions, and leading the conceptualization of research and evaluation projects.  Producing analysis and written reports on AJWS’ contribution;  Serving as the SLRE representative and point person with other divisions;  Leading the monitoring and evaluation of institutional grants;  Managing external consultants;  Contributing to the creation and implementation of a high level and integrated learning agenda with the other SLRE director and other divisions.

Reporting to the Vice President for SLRE, the director will collaborate with programs staff and other key stakeholders in implementing and managing the learning, research and evaluation framework for all AJWS programs. The ideal candidate will be a leader in their field(s), with a demonstrated commitment to social justice and human rights. They will be a self-starter who is flexible, has a positive attitude, and a desire and ability to work collaboratively and thoughtfully as part of a committed, integrated team that builds strong relationships.

Responsibilities include but are not limited to:

 Lead and manage collaborations with staff and consultants on our early/child marriage (ECM) strategy  Co-Lead the analysis, internal learning, and external dissemination plan of all findings from our ECM strategy with the SLRE Research Officer on the India team  Contribute to managing the on-going implementation of the SLRE framework in collaboration with the other Director of SLRE  Assess and identify internal capacity needs that will enable AJWS to conduct meaningful and realistic ongoing monitoring & evaluation work and strategy strengthening;  Analyze programs data, make recommendations, facilitate reflection;  Contribute to furthering the strategy of SLRE as a programmatic intervention;  Manage the development of case studies, participatory baselines, and other research and evaluation activities in collaboration with programs staff. Write terms of reference, participate in identifying grantees, contract with external evaluators, researchers and consultants related to SLRE;  Increase the capacity of AJWS programmatic staff to understand the implications of monitoring, evaluations and other research for their work;  Increase the capacity of all AJWS staff to understand data and key learnings that highlight AJWS’s impact and contributions to social change for communicating with the board, funders, and other target audiences;  Serve as the lead with the Development team on international grants and major gifts fundraising efforts and reporting;  Serve as a member of the directors team and participate in the development and implementation of AJWS-wide strategic and tactical plans;  Lead the organization’s strategy management processes;  Conduct analytic literature reviews on issue areas and strategies, and make recommendations for strengthening AJWS strategies and contributing to the wider field of human rights philanthropy;  Collaborate with the other Director of Strategic Learning Research and Evaluation;  Stay abreast of trends related to SLRE and establish relationships with collegial organizations, particularly their monitoring and evaluation staff, by serving as an active member and participant in affinity organizations (e.g. American Evaluation Association); and  Serve as a research and evaluation resource for AJWS, both internally and externally, as needed.  Represent AJWs;  Interest in, and ability to, travel internationally and nationally (approximately 10-25%).

Qualifications

 An advanced degree (MA required, PhD preferred) in social science or other related fields, with a minimum of ten years of experience with a wide range of monitoring, evaluation and assessment strategies, both quantitative and qualitative;  Demonstrated ability as a strong and flexible methodologist, including participatory and/or feminist methodologies, and a deep appreciation and understanding of how to appropriately and realistically value human rights/social justice change;  Demonstrated commitment to social justice issues, especially sexual health and rights, gender equity, structural inequality, and other related issues.  Experience translating research findings for non-technical research audiences;  Developing and managing research, monitoring and evaluation processes for international human rights, ideally in human rights philanthropy/grant-making;  Demonstrated success in all aspects of monitoring, evaluation and strategic learning– evaluation design, monitoring, analysis, synthesis, report writing and editing, capacity building, peer learning, and group facilitation;  Experience in a role requiring collaboration within an organization, and a demonstrated ability to work with efficiency and diplomacy as part of a team effort;  Excellent public speaking, interpersonal and communication skills, including the ability to coach and mentor, as well as communicate effectively and concisely (both in writing and orally);  Ability to serve as a thoughtful a collaborative spokesperson for AJWS with peer organizations, individual and institutional donors, and colleagues more generally;  Strong attention to detail with the ability to solve problems, work independently, and excel in a high performance culture;  Ability to organize and prioritize work on multiple projects simultaneously and with a minimum of supervision;  Innovative, creative, and ambitious;  Ability to receive feedback;  Ability and willingness to travel internationally;  Professional maturity, credibility, good judgment and ability to motivate others in a similar way;  Strong work ethic, positive attitude, flexibility, and desire and willingness to take on new challenges and opportunities;  Sense of humor;  Commitment to the mission and vision of AJWS with the ability to serve as a strong, positive, and compelling ambassador for the organization.

How to Apply:

For immediate consideration, apply here:

Applications submitted without a resume and personalized cover letter will not be considered.

We thank you for your interest in career opportunities with AJWS. Due to high volume, only those candidates selected for an interview will be contacted.

AJWS is an equal opportunity employer and provides competitive salaries and benefits.

POSITION DESCRIPTION CHIEF EVALUATION AND LEARNING OFFICER GORDON AND BETTY MOORE FOUNDATION Palo Alto – February 2016

The Opportunity

The Gordon and Betty Moore Foundation seeks a new chief evaluation and learning officer. Reporting to the president, and leading a team of evaluation staff across the foundation, the chief evaluation and learning officer will be a key member of the foundation’s executive committee and will contribute to the overall leadership strategy and operational effectiveness of the foundation.

In line with the foundation’s priorities, the chief evaluation and learning officer will develop, manage and refine measurement, evaluation and learning processes across the foundation. The leader will oversee all evaluations of program performance at the foundation. The chief evaluation and learning officer will manage a team of evaluation officers that are embedded within the foundation’s four programs. The intention of this internal consultative approach is to streamline measurement and evaluation efforts across programs, increase the effectiveness and utility of program evaluations and increase learning and use of evaluation results across the foundation. The new chief evaluation and learning officer will take the lead on developing and implementing this consultative approach and work to ensure its success.

The successful candidate will be experienced in conducting and managing evaluations of complex programs, adept at synthesizing and sharing information from evaluative processes for various audiences, able to promote and leverage best practices in evaluation, and committed to strengthening a culture of learning across the foundation and in the wider philanthropic sector. She or he will be skilled in positively influencing others and negotiating sensitive issues related to program and foundation decisions.

In addition to expertise in research and evaluation methodology, the position requires expert skills in collaboration, facilitation, strategy development and communication. Work experience inside philanthropy is a preference, but not a requirement.

RESPONSIBILITIES

 Develop and operationalize a strengthened approach to measurement, evaluation and learning for the foundation, and design the structures and processes to support this work throughout the organization, including the integration of measurement and evaluation processes with program design, adaptive management and continuous learning.  Oversee the management of independent external evaluations of the foundation’s work, from scoping through dissemination of results. Share evaluation results with the public and key stakeholders, and facilitate dialogue on the foundation’s evaluation philosophy and efforts, both internally and externally.  Develop and operationalize a strong organization-wide approach to learning, including improving and streamlining internal learning practices, introducing tools to foster cross-team learning, facilitating sharing of best practices across our programs, and managing the dissemination of key learnings to the public and the fields in which we work.  Act as an internal advisor and thought-partner to program staff on areas including strategy design, development of evaluation frameworks, internal review processes and adaptive management.  Represent the foundation externally on matters of measurement, evaluation, and learning, including speaking engagements, attending conferences and participating in other key internal and external meetings.  As a member of the executive committee, collaborate with, seek guidance and input from, and create relationships of trust with other executive committee members and with program directors. Lead a team of evaluation and learning staff across the foundation.

KEY QUALIFICATIONS

Measurement and Evaluation:  Strong technical expertise in program evaluation and/or applied research across multiple and complex programmatic efforts.  Significant experience managing or conducting evaluations and impact assessments, including experience managing a broad variety of qualitative and quantitative evaluation techniques.  Able to serve as the representative, facilitator, and coordinator of program performance evaluation. A strong predisposition to work in interdisciplinary teams, providing critical independent thinking while remaining flexible in considering diverse opinions and approaches.  Experience as a public face—through published research and speaking events—on best practices and trends in evaluation and strategy.

Organizational Learning:  Expertise in building a strong organizational culture of learning, as well as experimentation, understanding of and tolerance for risk, and a commitment to learning from failures.  Able to manage and facilitate strategic learning processes across various programmatic areas, and to be able to recommend appropriate tools and resources.  Comfortable and skilled to lead efforts on knowledge sharing with internal and external audiences.  Ability to clearly communicate concepts, research findings and data interpretations, and to draw the implications of these analyses for program adaptive management and learning.

General Qualifications and Attributes:  Advanced degree in the social sciences, public policy, or a related field.  A minimum of ten years’ experience in progressively responsible leadership roles, and strong experience managing evaluation and assessment processes, research projects, grant-making and high-level client engagement.  Excellent interpersonal skills and diplomatic demeanor; an ability to work with colleagues from various professional and technical backgrounds.  Operates with an accessible and flexible style that builds trust and confidence in staff. Easily able to collaborate with, positively influence, and inform others.  Able to clearly communicate concepts, research findings, and data interpretations, and able to leverage these analyses for program strategy.  An individual with systems thinking acumen, and the ability to translate that thinking across a wide variety of staff and disciplines.  Able to manage and facilitate change and articulate its value to various audiences.  Desire and ability to develop a strong working knowledge of the foundation’s fields of work.  Strong management ability, as well as comfort supervising a team with varying technical expertise and strong research and analytic backgrounds.

Foundation Attributes: The foundation articulates the following: “Our expectation is that all employees, regardless of level or title, support, reinforce and consistently demonstrate the foundation attributes, which describes how we strive to do our work with each other and our partners.” These attributes include:  Committed to Excellence  Passionate  Collegial  Open and Honest  Humble and Self Aware

About the Foundation The Gordon and Betty Moore Foundation works to find and support the bold ideas that will create an enduring impact in environmental conservation, science, and patient care.

Our approach The opportunity to create lasting, meaningful change drives our team members and our approach to the work: we establish specific strategies based on input from experts in the sectors where we work, identify partners who share our goals and measure results along the way–all while making adjustments as needed. We build relationships and fund work in areas where we hope to make a significant impact, build and leverage knowledge within key fields and create networks intended to drive collaboration, learning and adaptation. We’re OK with failing, as long as we learn from our mistakes. And we know that working together expands our ability to drive meaningful change.

Our focus We welcome ideas that map to the goals that we’re striving to reach–and the enduring impact that we’re working to create around the world and here at home.

We focus on work in the three areas that our founders are committed to improving: environmental conservation, science, and patient care. In addition, we support land conservation in the San Francisco Bay Area, which has provided for the quality of life that Gordon and Betty have enjoyed with their family.

Foundation facts  Headquartered in Palo Alto, CA  $6+ billion in assets  Annual Foundation budget of over $300 million  About 100 employees  Four program areas o Environmental Conservation o Science o Patient Care o San Francisco Bay Area, focusing on these same issues locally

Application Process

Martha Montag Brown & Associates, LLC has been retained for this search. Interested and qualified candidates are encouraged to apply by sending a cover letter, resume and salary information by email to:

Martha Montag Brown & Associates, LLC www.marthamontagbrown.com Email: [email protected]

Career Opportunity

Organization: ReThink Health, an initiative of The Rippel Foundation Position: Senior Program Director, Learning and Evaluation Location: Morristown, NJ or Cambridge, MA Salary: Competitive compensation, based on experience Start Date: Immediate Education: Advanced degree in social sciences, evaluation, or related field with substantial experience in research, program evaluation, organizational learning, and knowledge management. MPA, MPP, MBA, or PhD preferred.

We are ReThink Health. ReThink Health catalyzes changemakers to reimagine and transform health. We help local leaders identify and overcome barriers to reform at a regional level, and inspire change across the country. ReThink Health was initiated by the Fannie E. Rippel Foundation, which was founded in 1953 to seed innovations in health and health care.

With support from the Rippel Foundation and scores of other sponsors (such as the Centers for Medicare & Medicaid Services, the Robert Wood Johnson Foundation, Kaiser Permanente, and others), we have developed a large and intentionally diverse project portfolio to support our mission. At the center of our approach are the Pathway for Transforming Regional Health and the ReThink Health Dynamics Model, both of which help us—and the leaders we work with—frame what can be accomplished and determine how to get there.

As a committed learning organization, we do not profess to have all the answers. We continuously learn from and collaborate with others to envision, prototype, and test solutions. Capturing, sharing, and applying our learning internally and with others in the field, as well as evaluating the impact of our efforts, are core components of our work.

We are looking for . . . ReThink Health seeks a Senior Program Director, Learning and Evaluation to lead and further develop our evolving learning, knowledge management, and evaluation efforts. We need a team captain who is enthusiastic, innovative, strategic, broad thinking, and collaborative. You must possess the passion and optimism necessary to reimagine health and health care. You also must thrive on creating new approaches to complex problems, have a keen desire to continually learn, and want to build new structures where none existed before. You also desire to cultivate an organizational culture that values opportunities and consistently learns from its failures as well as its successes.

You are a strong team player with an affinity for collaborating effectively across organizational and geographical boundaries and for working at a fast pace in a highly intellectual and mission-driven

rippelfoundation.org • rethinkhealth.org • 973-540-0101 Career Opportunity: Senior Program Director, Learning and Evaluation

environment. We are in need of a seasoned self-starter who is able to understand how organizational learning, knowledge management, and evaluation contribute to the overall missions of ReThink Health and the Rippel Foundation. We need you to be exceedingly comfortable with ambiguity and in situations that call for creative problem solving and entrepreneurial approaches, where learning is integrated in real time, and where there are few precedents and frequent iterations based on new learning.

Responsibilities As a successful Senior Program Director, Learning and Evaluation, you will help regional leaders create measurable, sustainable transformation in the local systems that affect health. You and your team, which you will develop, will lead and support our efforts to both demonstrate the impact of our work and learn from our experiences in ways that sharpen our theory and practice. You will have our current evaluation and learning approaches as a base on which to create, adapt, and build. This approach incorporates elements from several evaluation traditions, including social innovation, emergent learning, comprehensive community initiatives, systems change, collective impact, and most significantly, realist evaluation.

Specific responsibilities will include:

 Assure that learning, theory testing, and practice improvement throughout the organization are supported by highly credible data and address questions about the underlying value of our approach to rethinking health and of ReThink Health as an organizational enterprise;

 Bring disciplined practice to evaluation and learning and Identify and implement measurement practices that support the various contexts, interventions, and consequences of our work;

 Create the infrastructure and develop processes for analyzing, synthesizing, interpreting, and disseminating research and evaluation findings to internal teams to assure meaningful impact;  Assess the effectiveness of ReThink Health’s approach across a variety of projects. Determine the consequences of our work on several levels: individuals, groups, organizational structures, programs/policies, resources, methodologies, and summary measures of health system performance;  Build strong relationships with regional changemakers, thought leaders, and others to support the design and implementation of our learning and evaluation strategy;

 Coach and train peers and leaders in the field who seek to use ReThink Health’s various assessment tools as part of their own evaluation strategy for measuring regional progress; and  Publish issue briefs, articles, and other materials and serve as a passionate spokesperson at relevant conferences, workshops, and meetings to help advance our mission and our messages, particularly around learning and evaluation. The Senior Program Director, Learning and Evaluation, will lead a crucial team within our organization. This will require you to cultivate a strong and healthy team; mentor team members to help them develop both professionally and personally; assure evaluation and reporting obligations are meaningful and met; participate in strategic discussions and internal meetings as a fully involved,

2 Rippelfoundation.org/ReThinkHealth.org • 973-540-0101 Career Opportunity: Senior Program Director, Learning and Evaluation

contributing member of the organization; and contribute content for annual reports and other materials for the Board of Trustees, president & CEO, and others.

Qualifications  Deep curiosity that fuels a need for continuous learning and to apply that learning to social change. Meaningful experience in a nonprofit or social impact context is highly desirable.  Minimum of 10 years working experience in the fields of learning and evaluation, including serving in a managerial role.  Experience using mixed-methods evaluation in the context of iterative action research, harvesting learning from large-scale field interventions, and synthesizing both quantitative and qualitative data across projects.  Knowledge of topics such as: complex system change, organizational change, health impact measurement, and system dynamics.  Successful collaborator, both internally with colleagues and externally with partners and peers in regions and in other organizations.  Advanced degree with broad experience in research, evaluation, impact measurement, knowledge management, social science research, or related activities.  Experience or knowledge of the U.S. healthcare system and the changing landscape of health and healthcare reform, including public health, social policy, and social change and/or the ability and drive to learn quickly in order to work in the health system transformation space.  Project management experience, including leading, coaching, and training people and teams, and developing detailed work plans and budgets.  Excellent written, verbal, and web-based communications skills, and ability to work remotely.  Demonstrated capacity and drive to meet timelines and follow-through on commitments.  Ability to anticipate needs, work independently, and seek clarification when necessary.  Respect for diversity and a commitment to participation of all team members.  Flexibility and adaptability in the face of competing priorities and changing requirements typical of a fast-growing organization.  Strong capabilities in group processes and facilitation are desirable.

Additional Information

The Senior Program Director, Learning and Evaluation will report to the COO of the Rippel Foundation and work closely with the Evaluation Team’s Senior Scholar & Advisor, Senior Project Associate for Research and Evaluation, and our Evaluation and Communications Coordinator. You will also work closely with our communications, influence, and program teams to build strategy, develop internal and external relationships, and create and share stories.

Desired start date is as soon as possible. Salary range is commensurate with experience. The Rippel Foundation offers flexible working arrangements and a comprehensive benefits package including health, dental and life insurance, 401k, commuter benefits, parking, flexible spending accounts and more.

3 Rippelfoundation.org/ReThinkHealth.org • 973-540-0101 Career Opportunity: Senior Program Director, Learning and Evaluation

TO APPLY

Interested candidates should submit a resume and cover letter to [email protected]

The Rippel Foundation is committed to a diverse workplace. We offer all candidates equal opportunity for employment and advancement based on their ability and without regard to race, religion, creed, color, sex, veteran status, affectional or sexual orientation, civil union, domestic partnership status, gender identity and expression, learning disability, age, national origin, ancestry, marital status, familial status, genetic information, citizenship status, physical or mental disability, or other classification or characteristics protected by federal, state, or local law. All employment decisions will be made on a nondiscriminatory basis so as to further the principle of equal employment opportunity.

4 Rippelfoundation.org/ReThinkHealth.org • 973-540-0101 Senior Program Officer Learning, Evaluation & Research

Search conducted by

The Ford Family Foundation | Senior Program Officer for Learning, Evaluation & Research 1

The Ford Family Foundation

Mission

Successful Citizens and Vital Rural Communities

Organizational Outcomes for the Next Decade

By 2025, more residents of rural Oregon and Siskiyou County, California will be: • Educated and prepared for successful adulthood • Employed in a family-supporting job • Engaged in local community improvement and civic affairs

The Organization

History A national leader in rural philanthropy, The Ford Family Foundation is a private foundation predominantly benefiting communities in rural Oregon and Siskiyou County, California. In 1957,Kenneth W. Ford & Hallie E. Ford established a then-modest foundation to give back to the timber communities of southwest Oregon. It grew in size, scope, and geography to become The Ford Family Foundation in 1996, with its main office in Roseburg, Oregon, and its scholarship office in Eugene, Oregon. One of the three largest grantmaking foundations in Oregon, The Ford Family Foundation has assets exceeding $800M and distributes $40M annually with a staff of 28 and a seven-member board of directors.

During its formative years, the Foundation concentrated its support on three counties in Oregon and California: Douglas, Coos, and Siskiyou. In recent years, the Foundation has expanded statewide throughout rural Oregon while remaining committed to the three-county region.

Impact The Foundation aims to improve conditions in rural communities and to increase the wellbeing of children and families who live in those communities. Its history lies primarily in responsive grantmaking, but in recent years it has evolved its approach to become more strategic and proactive. The Ford Family Foundation has distinguished its work by recognizing that community capacity building is key to making lasting positive change, and it has invested in leadership development and community building for more than a decade. The arrival of a new president and leadership team in the last two years has accelerated the Foundation’s commitment to community-based change that is driven and owned by community residents. The Foundation is targeting all of its philanthropic tools - grants, capacity building, convening, research, and strengthening statewide systems – to improving life in rural communities to achieve its mission:

Successful Citizens Initiatives, partnerships, and grants in this area focus on investments in people who live in rural communities, including: early childhood development, youth development and education, child abuse prevention and intervention, access to health and dental care, postsecondary preparation and success, scholarships for college students, and career readiness for postsecondary students.

Vital Rural Communities Initiatives, partnerships, and grants in this area focus on investments in rural communities, including: leadership development and capacity building, community-based efforts to improve local conditions, workforce and business development, rural capital investments, and rural economic vitality.

The Ford Family Foundation | Senior Program Officer for Learning, Evaluation & Research 2

About Roseburg

Located in Southwestern Oregon, Roseburg is a part of the Hundred Valleys of the Umpqua. The Umpqua River, which gives the region its name, begins near Roseburg and meanders for 111 miles through valleys and mountains before emptying into the Pacific. The community is nestled in a lush, forested region that has been compared geographically and climatologically with Italy and Southern France. Roseburg is just an hour south of the state’s second largest city, Eugene, home to the University of Oregon. There are myriad recreational opportunities for outdoor enthusiasts within the Roseburg area and nearby: Oregon beaches are to the west, Crater Lake National Park is to the east, and the region is famous for hiking and fishing. Theater lovers from throughout the world flock to Ashland, home of the world renowned Oregon Shakespeare Festival, which is less than two hours south. Roseburg is the county seat of Douglas County with a regional population of over 100,000 people.

The Ford Family Foundation | Senior Program Officer for Learning, Evaluation & Research 3

The Opportunity

The Senior Program Officer for Learning, Evaluation & Research is a newly created role reporting to the President. The Ford Family Foundation has recently completed a strategic review to position itself for growth and transformation. Focused on directing its considerable assets to addressing complex challenges faced by rural communities using an integrated approach, the Foundation leadership and staff are excited to welcome a colleague with the expertise to build out the learning, evaluation, and research practice areas. The Senior Program Officer has a mandate to design and implement a learning and evaluation framework that will strengthen program design and implementation, contribute thought leadership on rural issues, and strengthen the Foundation’s impact. Working across the entire Foundation, as well as with grantees, this position will utilize strong leadership, strategy, and collaboration skills to foster a culture of learning, incorporate evaluation best practices, and set a research agenda that will contribute to the field of rural development.

The Ford Family Foundation | Senior Program Officer for Learning, Evaluation & Research 4

Key Priorities

Learning

• Develop and operationalize an organization-wide approach to learning • Introduce knowledge sharing tools that promote learning, dialogue, and reflection across program areas • Foster a culture of learning that builds the capacity of staff, board, and grantees as they incorporate new methods of planning, assessment, and continual improvement into their work • Collaborate with program staff to analyze findings, synthesize lessons learned, and disseminate results in ways that are valuable to internal and external audiences

Evaluation & Impact

• Create a performance measurement framework with processes, tools, and guidelines to assess program impact • Partner with program teams to integrate evaluation practices that complement, shape, and support their programmatic strategies • Deliver technical assistance to grantees and project partners to strengthen their capacity to evaluate their own work and better understand impact • Manage a portfolio of evaluation contracts and grants, including developing RFPs, selecting evaluators and researchers, and ensuring deliverables are timely and of high quality

Research

• Build a social science-based research agenda to support the Foundation’s mission to improve lives in rural communities in Oregon and Siskiyou County, California • Conduct and commission relevant research • Convene thought leaders and publish findings to inform public policy and contribute to building the field of strengthening rural communities • Identify and participate in opportunities to share the Foundation’s research, evaluation findings, and lessons learned with key audiences.

The Ford Family Foundation | Senior Program Officer for Learning, Evaluation & Research 5 4

Ideal Candidate Profile

The Ford Family Foundation seeks a Senior Program Officer who is passionate about its mission to strengthen Oregon and Siskiyou County’s rural communities and excited by the opportunity to partner with Foundation colleagues and constituents. Working closely with the President and Program Directors, the Senior Program Officer brings insight and experience on how to work on the complex social change issues underlying the Foundation’s work and serves as a key thought partner and strategist as the organization grows and adapts over time.

The ideal candidate has a deep understanding of the broad socio-economic, systemic forces affecting rural communities. S/he has a track record building a learning organization and implementing an evaluation framework. Experience evaluating programs that involve multiple stakeholders, strong technical skills, and current knowledge about trends and developments in evaluation and organizational learning are essential. The role requires an entrepreneurial mindset, comfort with ambiguity, and an interdisciplinary approach to solving complex problems.

The Senior Program Officer has experience managing or influencing teams across disciplines and functions and brings a strong team orientation. A superb communicator, the Senior Program Officer is able to effortlessly motivate and engage with colleagues and constituents. Candidates possess a talent for working with diverse learning styles and a natural curiosity for gleaning knowledge from others.

Defining personal characteristics include professionalism, warmth, graciousness, humility, transparency, and trustworthiness. A strong work ethic, intellectual curiosity, a sense of humor, and a positive attitude will contribute to success in this role.

6 The Ford Family Foundation | Senior Program Officer for Learning, Evaluation & Research 4

Qualifications

Candidates must have a minimum of ten years of experience in progressively responsible, hands-on leadership roles working with high performing teams. Significant direct experience in evaluation strategy and implementation as well as building a learning culture is required. Candidates will be considered from diverse backgrounds that might include foundations, think tanks, or higher education. A bachelor’s degree is required; a relevant graduate degree in social sciences, public policy or a related field is expected.

The position is based in Roseburg, Oregon and residency in Douglas County is required. Approximately 25% of time will involve travel within Oregon and Siskiyou County, California.

To Be Considered

The Ford Family Foundation is an equal opportunity employer and all qualified candidates are encouraged to apply. Cover letters expressing your passion for the mission and fit for the role should be addressed to Melissa Merritt. Please submit your resume and cover letter online at http://candidateportal.waldronhr. com.

The search for the next Senior Program Officer for Learning, Evaluation & Research is being assisted by a team from Waldron:

Melissa Merritt, Managing Director Direct: 206.792.4300 [email protected]

Sarah Meyer, Senior Consultant Direct: 206.792.4221 [email protected]

Sarah Brosy, Associate Direct: 206.792.4222 [email protected]

Waldron is honored to work with The Ford Family Foundation in the search for a Senior Program Officer for Learning, Evaluation & Research in Roseburg, OR. We believe in and support the work of The Ford Family Foundation and we are doing our best to recruit a talented team member who will accelerate this mission. As the consulting partner strategic leaders choose to help attract, engage and inspire effective leaders, Waldron provides a unique combination of executive search, leadership development and career transition services across sectors and industries. Our passion is helping people and organizations realize their full potential and increase their impact.

Seattle | Portland | San Francisco

www.waldronhr.com Page 1 of 4

The Rockefeller Foundation Position Description and Specification

Title: Senior Evaluation Officer Department: Operations Reports to: Managing Director, Evaluation Direct Reports: Evaluation Associate Location: New York FLSA Status: Exempt Travel: International and domestic travel required Effective Date: April 2014

Organization Overview The Rockefeller Foundation’s mission to promote the well-being of people throughout the world has remained unchanged since its founding in 1913. Our vision is that this century will be one in which globalization’s benefits are more widely shared and its challenges are more easily weathered. To realize this vision, the Foundation seeks to achieve two fundamental goals in our work. First, we seek to build resilience that enhances individual, community and institutional capacity to survive, adapt, and grow in the face of acute crises and chronic stresses. Second, we seek to promote equitable growth in which the poor and vulnerable have more access to opportunities that improve their lives. In order to achieve these goals, the Foundation constructs its work into time-bound initiatives that have defined objectives and strategies for impact.

In addition, there are several strategic principles that guide the Foundation’s work. We seek to mobilize systemic transformations by integrating policy, financial, social, and technological solutions. We test pilot projects, spin them off, or join others to help implement successful demonstrations on a wider scale. We aim to inform public policy through support for research, advocacy, and coalition-building. Many of our interventions take advantage of tipping points and break bottlenecks that are impeding progress. We also seek to create an enabling environment for our work by fostering innovation, convening partnerships, and building networks.

The Foundation currently maintains offices in New York, a study and conference center in Bellagio, Italy, and regional offices in Bangkok and Nairobi.

Position Summary:

The Evaluation function of the Rockefeller Foundation was established in 2008 with a mandate to measure impact, inform decision making and performance improvements, support learning and accountability to its Trustees and stakeholders. A small Evaluation team at the Foundation manages a regular cycle of outcome and impact monitoring and evaluation, produces evaluative knowledge products, and provides coaching and capacity building in M&E to Foundation staff and selected grantees. Page 2 of 4

The thematic areas that are evaluated change as the work of the Foundation evolves. At present M&E is expected to support evaluative work in the areas of health, urban, climate change, livelihoods, ecosystems, employment, energy as well as newer fields of market solutions for development, innovation, innovative finance (eg. impact investing, Social Impact Bonds), and the use of prizes, challenges and competitions to achieve development outcomes.

Starting in 2014 the Evaluation team is also collaborating with the Director for Portfolio Management and Organizational Performance in the development of a simple, technology-enabled monitoring system that supports Foundation managers at multiple levels to capture, analyze, visualize and report on progress in delivering work and achieving results.

The M&E work will be fast-paced and dynamic, and the successful candidate will need to blend flexibility with disciplined execution in order to manage competing demands in an entrepreneurial way and deliver high quality work.

Reporting to the Managing Director for Evaluation, the primary responsibilities of the Senior Evaluation Officer are:

1. Managing large monitoring and evaluation assignments

Acting as lead manager for a number of large multi-year global monitoring and evaluation assignments, ensuring that high quality monitoring and evaluation grantees are engaged and managed to deliver useful and relevant evaluative knowledge for the Foundation.

This includes:  Preparing Terms of Reference and Scope of Work for the engagement of evaluation grantees, including framing the initial design of evaluations to reflect the needs of the Foundation and its leadership  Managing the selection process of M&E grantees, often through an EOI and/or RFP process.  Managing the external relationships of the Foundation with M&E grantees, often over multi-year grant agreements  Managing internal relationships with Initiative team M&E focal point members, and providing advice, coaching and mentoring to Initiative team members in M&E.  Supporting the Managing Director, Evaluation in meeting the needs of Executive Team and the Board of Trustees for timely, concise M&E findings and results.  Exercising quality assurance to ensure evaluation quality standards are met (appropriate design, evidence based, data reliability, etc).  Following and promoting the principles of ethical evaluation.

2. Providing coaching and capacity building support

 Providing coaching, training, mentoring as appropriate for RF Initiative teams and key grantees to enable relevant, high quality and useful monitoring and evaluation for the Foundation.  Supporting innovation in approaches to evaluation and measurement that are useful and appropriate for the innovative nature of Initiatives and the Page 3 of 4

strategy of the Foundation. This currently includes innovations in technology enabled monitoring and evaluation, and resilience and equity measurement.

3. Contributing to the Foundation wide monitoring system

 Contributing to the development of the new Foundation wide monitoring system by ensuring that relevant data from outcome/impact monitoring feeds is captured appropriately and feeds into the new monitoring and reporting system in a concise and timely way to inform decision making, improve practice and contribute to learning.

4. Generating evaluative knowledge, reporting and communication

 Overseeing the production of evaluation knowledge products and reports for the senior leadership and Board of Trustees of the Foundation, grantees, peers, learning forums and the Foundation Website. This includes print and multi-media formats as well as creative and innovative ways of communicating findings and lessons from monitoring and evaluation.  Contributing to the generation of integrated performance reports in collaboration with the Monitoring AD.  Representing the Foundation Evaluation Office at internal and external events.

5. Organizational and team responsibilities

 Supporting the Managing Director for Evaluation and collaborating with the Director, Portfolio Management and Organizational Performance, and the Chief Operating Officer in linking evaluative results, evidence and lessons with Strategy and Planning function of the Foundation.  Based on evaluative findings and evidence, advising the Managing Director, Evaluation, the Director, Portfolio Management and Organizational Performance, the Chief Operating Officer and other senior managers of the Foundation on the implications of evaluation findings for the work of the Foundation.  Contributing as appropriate to departmental, group and cross-Foundation activities designed to help the Foundation pursue its mission.

Education, Training and Experience

 Masters level degree and/or PhD in one or more of the following areas - Evaluation, International Development, Development Economics, Development Studies, Social Investment, Entrepreneurship or related disciplines.  Specialized qualifications in the field of monitoring and evaluation such as accreditation through globally or regionally recognized evaluation institutes and training programs (such as IPDET)  Substantial experience (5 years or more) as a senior manager of a monitoring and evaluation function at international level, including advising senior leadership on the implications of monitoring and evaluation data and information for decision making.  Extensive experience (8 years or more) conducting complex monitoring and evaluation of programs and policies at domestic and international level, Page 4 of 4

particularly in developing countries (Asia and Africa), including use of results oriented M&E and the use of theory of change in M&E.  M&E experience in, and technical familiarity with, the fields of innovation, innovative finance (eg. impact investing, Social Impact Bonds) market solutions for development, in addition to familiarity with traditional development sectors such as health, environment, agriculture, etc.  Experience in the use of technology enabled monitoring and evaluation (i.e. use of mobile technology for data collection, feedback, mapping, social monitoring, accountability, etc)  Specialized expertise in a balance of quantitative and qualitative methods for evaluation of outcomes and impact, including familiarity with experimental and quasi-experimental design and alternative approaches to impact evaluation.  Participation in internationally recognized development evaluation professional associations conferences and events such as those offered by AEA, EES, AfrEA, EvalPartners, etc.

Qualifications and Competencies

Leadership: Vision, innovation and thought leadership in evaluation, collaboration, integrity, accountability and emotional intelligence Partnership and Relationship Building: Strong professional representation of the evaluation function of the Foundation, interpersonal relationship abilities with grantees and partners, intercultural knowledge and appreciation in designing and managing evaluations, strategic partnership building for greater impact in evaluation. Communication: Interpersonal communication abilities internally and externally; exceptional listening skills, excellent written and oral skills in English with other languages an asset. Decision-Making: Ability to evaluate risks and opportunities, strong analytical skills and problem-solving skills Execution: Strong management skills, deadline management, sense of responsibility and accountability and the ability to effectively multi-task Integration: Ability to demonstrate inclusiveness, collaboration and respect for all evaluation stakeholders, RF staff and partners, and to contribute to broad organizational interests Strategic Ability: Ability to see opportunities, design innovative approaches backed by strong analysis and planning People Management: Skills in team building, coaching and mentoring in evaluation, delegating, inspiring and motivating staff, grantees and partners.

The Rockefeller Foundation is committed to the principles of equal employment opportunity and to compliance with all federal, state, and local laws concerning employment discrimination, including the Americans with Disabilities Act. To this end, the Foundation ensures equal opportunity to all employees and applicants regardless of race, color, age, gender, sexual orientation, religion, marital status, national origin or ancestry, citizenship, lawful alien status, physical, mental, and medical disability, veteran status or liability for service in the United States Armed Forces.

EFL Associates

11440 Tomahawk Creek Parkway Leawood, KS 66211 Phone: 913.234.1560 www.eflassociates.com

DIRECTOR OF EVALUATION

POSITION SPECIFICATIONS

CLIENT

The Ewing Marion Kauffman Foundation (“Kauffman Foundation” or “EMKF”) was established in the mid-1960s by the late entrepreneur, philanthropist and civic leader, Ewing Marion Kauffman, to advance entrepreneurship in America and improve the educational achievement of youth. Based in Kansas City, Missouri, the Kauffman Foundation is among the thirty largest foundations in the United States with an asset base of over $2 billion. For more information about the Foundation, please visit the website at www.kauffman.org.

Though all major foundation donors were entrepreneurs, Ewing Marion Kauffman was the first such donor to direct his foundation to support entrepreneurship, recognizing that his path to success could and should be achieved by many more people. As the founder of Marion Labs, Mr. Kauffman believed in a data-driven approach to problem solving and the power of rigorous experimentation. The Foundation’s vision is to foster “a society of economically independent individuals who are engaged citizens, contributing to the improvement of their communities.” In service of this vision, and in keeping with its founder’s wishes, the Foundation focuses its grant making and operations on managing programs in support of entrepreneurship, education, research and policy, and Kansas City civic life.

In entrepreneurship, the Foundation aims to open young people’s eyes to the possibility of entrepreneurship, promote entrepreneurship education and raise awareness of entrepreneurship-friendly policies. Significant entrepreneurship programs include Kauffman FastTrac, 1 Million Cups, iStart and several other important initiatives. The Foundation also supports key educational programs such as Ewing Marion Kauffman School, Kauffman Scholars, Teach for America and KC STEM Alliance, among others. The Kauffman Foundation also plays the role of convener. Each year, more than 60,000 people visit the Foundation’s Conference Center, which provides 40,000 square feet of state-of-the-art meeting space.

Consultants in Executive Search

SPECIFICATIONS DIRECTOR OF EVALUATION Page 2

This position will be located at the Foundation’s home office in Kansas City, Missouri. The Kansas City metropolitan area is ranked by several national publications as one of the best places to live and work in the United States and offers an outstanding quality of life. While striving to have national impact and global reach, the Foundation is deeply committed to Kansas City, as evidenced by 81% of its expenditures in 2013 supporting grants, program operations and administration in Kansas City. Relevant websites that provide meaningful information about the region are as follows:

Greater Kansas City Chamber of Commerce www.kcchamber.com Kansas City Convention & Visitors Association www.visitkc.com Kansas City Area Development Council www.thinkkc.com Kansas City Star Newspaper www.kansascity.com Kansas City Business Journal www.bizjournals.com

RESPONSIBILITIES

The Kauffman Foundation seeks a Director of Evaluation to assist program staff and trustees to measure and understand the impact of grant investments and program activity, serving as an internal consultant to the CEO, senior leadership, the Board, and program leaders. This senior level position will contribute to a broader and more in- depth understanding of what drives innovation and economic growth in an entrepreneurial world. This newly created role will enhance the organization’s understanding of such topics.

While this is a new position, the Foundation has always applied rigor to its work through the research it supports and its disciplined approach to each program area. Following the completion of a new strategic plan in June 2014, EMKF decided to restructure its grants administration process and as a result, will add a new unit charged with the management of outcome metrics, as well as external evaluations. Previously, the responsibility for these functions was spread throughout the Foundation.

The Director of Evaluation will report directly to the Foundation President/CEO and hire 1-2 additional staff. This position will be the key internal resource for senior program staff and executive staff when crafting the collection of data and measuring progress toward the goals created via the new strategic plan. The Director of Evaluation has three major roles:

1. To build capacity for, as well as implement and manage, internal systems for outcomes measurement and program assessment • Coordinate with IT staff on the development and implementation of a centralized assessment database and dashboard system • Consolidate all current tools and practices for measuring impact to ensure cohesive, consistent, high quality data collection and analysis • Ensure monitoring and evaluation is integrated into the design of each program

Consultants in Executive Search

SPECIFICATIONS DIRECTOR OF EVALUATION Page 3

• Develop appropriate quantitative and qualitative performance measurement techniques and indicators, analyze such data, and report findings in line with program and department goals • Develop and manage an outcomes dashboard that will be used by managers and trustees to track progress toward strategic plan goals • Work with Director of Grants Administration regarding data structure in the grants management system.

2. To manage the design and implementation of longitudinal evaluation plans • Work closely with EMKF Vice Presidents and Program Officers to create evaluation plans for major grants and program initiatives • Work with external vendors to design and implement evaluation plans • Manage a portfolio of evaluations, working closely with the program staff to assure that the evaluations provide quality, useful and timely information

3. To disseminate and translate evaluation findings to a variety of constituencies • Work with senior leadership team and communications department to effectively communicate results of evaluations both internally and externally • Create systems for using data to provide ongoing feedback and support to providers for the improvement of program practices • Manage all administrative aspects of evaluation, including budget, staffing, and data • Be the internal expert on the evaluation activities occurring across the Foundation.

EDUCATION AND EXPERIENCE

• A PhD or Master’s degree in evaluation and measurement or other relevant field is required. • Must possess a minimum of seven years’ experience in program evaluation and measurement, including design and implementation of research and/or assessment projects. • Knowledge of evaluation and research methodology and theory, descriptive and inferential statistical analysis procedures and interpretation, measurement, and data reporting is essential. • Must possess experience working collaboratively with senior level executives, program directors and other leaders. • Demonstrated excellent interpersonal skills which include a team oriented approach along with collaboration and a strong focus on achieving efficiencies. • Previous experience recruiting, mentoring and managing a team and overseeing a budget. • Candidates must possess a background presenting data and research findings clearly and concisely with an appreciation for the visual representation of data. Consultants in Executive Search

SPECIFICATIONS DIRECTOR OF EVALUATION Page 4

• Strong computer literacy skills, including word processing, spreadsheets, database applications and familiarity with standard software programs including statistical packages. • Traveling on occasion may be necessary to effectively perform the duties of the position.

PERSONAL CHARACTERISTICS

• Must possess the ability to build strong partnerships and relationships both internally and externally. The successful candidate will serve as an internal consultant and a connector within the Foundation to improve outcomes of the Foundation’s strategic goals. • Able to develop a solid understanding of the content, processes, deliverables and overall objectives of the Foundation’s strategic initiatives in order to act as an ambassador of the Foundation. • Comfortable serving as the Foundation’s visible public face of program research: interacting with programs, guiding the direction for the entire field, and effectively communicating research results to all stakeholders. • Ability to effectively analyze issues, think imaginatively and strategically about solutions and identify potential connections. • Excellent writing, speaking, and presentation skills with an ability to synthesize and summarize research findings and recommendations to diverse audiences. • Must be highly motivated, capable of self-direction with an ability to work productively with peers in shared efforts. • Highly ethical with a strong sense of integrity and committed to the values of the Foundation and maintenance of confidentiality. • Must be highly confident but with low ego needs. Demonstrated negotiation skills will distinguish the successful candidate. • Must exhibit a keen sense of responsibility and enjoy working with multiple demands, shifting priorities and constant change. • Outstanding organizational skills and detail-orientation with the ability to effectively manage in a fast-paced environment. • Adaptable with an ability to thrive in an environment where priorities are addressed through diplomacy and influence rather than direct control. Must possess poise and maturity with a high level of discretion and tact. • Should possess a passion for “doing what is right,” unquestioned integrity, positive ethics and values reflective of the Kauffman Foundation. • Must have solid interpersonal and leadership skills with the ability to establish and develop credibility quickly at all levels of the organization.

COMPENSATION

A competitive compensation package, including base salary and an outstanding benefits package will correspond to the experience level, credentials, and personal characteristics of the candidate.

Consultants in Executive Search

SPECIFICATIONS DIRECTOR OF EVALUATION Page 5

NON-DISCRIMINATION

Our client and EFL Associates firmly support the principle and philosophy of equal opportunity for all individuals, regardless of age, race, gender, creed, national origin, disability, veteran status or any other protected category pursuant to applicable federal, state or local law.

EFL ASSOCIATES 11440 Tomahawk Creek Parkway Leawood, KS 66211 Phone: 913-234-1560

Angie Salmon, Senior Vice President Email: [email protected]

Nancy Huckaba, Associate Vice President Email: [email protected]

Consultants in Executive Search

From: Missouri Foundation for Health [mailto:[email protected]] Sent: Monday, April 11, 2016 2:49 PM To: Rhonda Smythe Subject: Grow your career with us as we expand our reach. Make a difference in MO!

Government & Community Affairs Specialist Now Hiring!

Would you describe yourself as a policy wonk who also possesses the social skills for community outreach? We might just have the perfect position for you.

Our Government and Community Affairs Specialist is responsible for activities related to community and government outreach. Duties include serving as the principal liaison for the Foundation with federal, state, and local elected officials. Other work involves acting as the primary contact for a wide range of community organizations whose interests intersect with those of the Foundation's Health Policy area.

This is a challenging but very rewarding job! Learn more, spread the word, and apply today!

Check out our other great job opportunities!

Health Policy Fellow: This Fellowship offers a unique opportunity for early careerists to learn about health policy and advocacy from the perspective of a philanthropic organization. The fellowship also provides an opportunity to bring new thought and ideas to our existing efforts. This is a one-year appointment beginning on the date of hire. Insight will be gained regarding the workings of philanthropy and the mission and values of MFH. The fellowship is an opportunity to gain a working knowledge of the health policy landscape in Missouri.

Program Fellow: Our Health Program Fellowship is a chance for early careerists to learn about impacting health outcomes from the perspective of a philanthropic organization. This fellowship places a strong emphasis on professional development, supporting the Fellow for career plans beyond the Foundation. The Fellowship is a 24-month appointment beginning on the date of hire, requiring residence in the Greater St. Louis area during the term of engagement.

Program Officer: Under the direction of the Program Director, the Program Officer will share responsibility and accountability implementing the Foundation's strategy for reducing childhood obesity and other health issues prioritized by the Board of Directors. The program officer will be a member of a small team and will be directly involved in the work in a hands-on way, including spending significant time in the community, meeting with members of the target population, related groups, organizations, policymakers, service providers, grantees, experts, funders, and other partners.

Health Policy Analyst: The Health Policy Analyst will share responsibility and accountability for the Foundation's overall effectiveness in generating and accelerating positive changes in health. The Policy Analyst will be an active member of the Foundation's professional team, including collaborating with Program, Communications, and Finance and Administration staff. Under the Director of Health Policy, the Health Policy Analyst is responsible for designing, implementing, and communicating projects in the area of Health Policy.

Missouri Foundation for Health, 415 South 18th Street, Ste. 400, St. Louis, MO 63103

SafeUnsubscribe™ [email protected]

Forward this email | Update Profile | About our service provider Sent by [email protected]

TITLE: Program Officer/Sr. Program Officer

The Foundation for a Healthy Kentucky is seeking a Program Officer/Senior Program Officer. This position, under direction of the Vice President for Policy and Program, has oversight for grantmaking and community engagement in one of the Foundation’s identified areas of philanthropic investment, Promoting Responsive Health Policy (PRHP). With the VP of Policy and Program, the Program Officer will have responsibility for the grantees under the PRHP initiative, including issue framing, monitoring of grantees, and providing technical assistance and facilitating peer learning among stakeholders. This position will also work with the Community Health Research Officer in planning and coordinating the Health for a Change year- round training and technical assistance series, lead oversight of conference support grants, and work with VP of Policy and Program and other program officers as necessary. This is a permanent position and it is anticipated that the selected person will have similar program officer for the Foundation’s next initiative, starting in 2018. Some travel is expected, throughout the Commonwealth of Kentucky, and some outside of Kentucky for conferences.

Promoting Responsive Health Policy (PRHP) aims to make public policy in Kentucky more responsive to the health and health care needs of Kentuckians. The Foundation works to assure that policymakers at all levels are more aware of findings of relevant health policy research and of the views and concerns of Kentucky residents.

The Foundation’s PRHP initiative focuses on four priority areas: 1. Increase access to safe and effective integrated health care services (including primary care, behavioral health, and oral health) and reduce wait times to needed care. 2. Strengthen local public health. 3. Improve the health of Kentucky’s children. 4. Increase the proportion of Kentuckians living in smoke-free jurisdictions.

The Program Officer will be responsible for:

 Oversight of grantees and related responsibilities, including: o Publicizing grant initiatives o Issuing Requests for Proposals (RFPs) as necessary o Responding to inquiries o Staffing grant review teams and program committees o Supporting functions related to grant initiatives and programs: mailings, arrangements for review team and committee meetings, grantee meetings o Preparing grant agreements o Conducting site visits o Working with external evaluators o Working with Grants Manager to maintain grantee files and grant agreements up to date o Providing or coordinating technical assistance for grantees o Collecting and summarizing grantee reports o Completing final reports for grant initiative o Attending grantee organization meetings and events o Serving as a liaison between the Foundation and the grantee organizations o Identifying and sharing resources with grantees through regular communications o Assuring that grantees meet agreed upon deliverables and work and developing corrective action as necessary

 Working with the Community Health Research Officer in planning and coordinating training and capacity-building workshop and webinar series (Health for a Change), including: o Identifying areas of need for capacity-building and technical assistance from grantees and community coalitions o Identifying technical assistance providers and presenters o Contracting with presenters as needed o Preparing an annual calendar of workshops and webinars o Working with other Foundation staff to plan and implement audio, web and in- person meetings and presentations, ranging from small conference calls and advisory group meetings to webinars and in person statewide briefings and symposia o Facilitating evaluation of training events

 Functioning as part of the Policy and Program team, including: o Providing information and technical assistance in response to requests o Providing staff support to Foundation Board and Community Advisory Committee and participating in development of agenda for Annual Howard L. Bost Health Policy Forum, including planning workshop content and securing speakers o Staying abreast of relevant literature, national policy, and state activity relevant to project work, taking the initiative to identify emerging trends in policy and practice, and leaders and innovators in state government o Representing the Foundation and relevant project work at meetings, community events and conferences o Preparing Policy Prioritization briefs as necessary, with the VP for Policy and Program o Actively participating in efforts to improve individual and team quality of performance. Participating in staff/team meetings and training. Working with others to coordinate Foundation communication and problem solving. o Preparing presentations on grant evaluation results and findings and the policy implications associated with the findings o Staying current regarding issues and developments in key areas of Foundation interest, and knowledgeable of leaders working in these areas o Involvement in developing and/or presenting briefings to legislative and other governmental bodies o Working with Communications Director as needed

ADDITIONAL RESPONSIBILITIES:  Preparing draft objectives for annual operating plans related to grant initiatives  Preparing draft budgets for assigned grant initiatives  Contributing content for the Foundation’s e-communications  Preparing materials for Board committees as required  Participating in strategic planning activities as required  Monitoring health trends and issues related to grant initiatives and emerging issues  Managing relationships with consultants and work of graduate interns, as needed  Maintaining routine correspondence related to inquires  Maintaining files and records

QUALIFICATIONS:  An advanced degree in public health, health, public policy, law, health administration or related field, plus four years of relevant work experience. Work experience may substitute for a graduate degree.  Experience with health advocacy, community development, or community organization  Prior experience with grant-making organization or similar non-profit organization is highly desirable  Grants management experience and knowledge of health issues in rural communities are highly desirable  Experience with Kentucky state government, either through direct work experience or policy or analytic experience closely tied to state programs, preferred  Knowledge of and experience in one or more areas of health policy required  Ability to create and sustain positive working relationships with staff and diverse constituencies and work independently as well as collaboratively required  Excellent writing, communication, analytic and organizational skills required  Cultural competency and readiness to be part of a learning organization  An understanding of non-profit budgets and legal issues related to 501(c)(3) organizations highly desired  Program evaluation experience is highly desired  Proven computer skills and software proficiency including: - Word, Excel, and Power Point  A valid Kentucky driver’s license and fully insured to operate a vehicle for statewide travel

TITLE: Community Health Research Officer

The Foundation for a Healthy Kentucky is seeking a Community Health Research Officer. Successful candidates will have significant knowledge of health data sources and research methods; strong analytic and writing skills; and the ability to work with researchers, epidemiologists, and other technical and lay professionals and Foundation staff. This position has lead responsibility for the Foundation’s health data collection and dissemination efforts, including public opinion polling, and provides support to the Foundation’s two major initiatives: Promoting Responsive Health Policy and Investing in Kentucky’s Future.

The work involves building and maintaining positive relationships with researchers, data analysts and data users; health data research and analysis and oversight of vendors and grantees performing such work; and coordinating technical assistance for stakeholders.

Specific responsibilities include:

 Work with CEO, Foundation staff (particularly Program Officers and Communications Officer), and external evaluator to plan and develop program activities to advance Foundation mission. Provide support to the Foundation’s Investing in Kentucky’s Future and Promoting Responsive Health Policy initiatives.  Oversee the Foundation’s public polling efforts, including the annual Kentucky Health Issues Poll and triennial Kentucky Parent Survey. Manage relationships with co-funders and contracted survey research firms. Develop reports and disseminate findings to policymakers, the media, professional organizations and the general public.  Maintain the Foundation’s health data website, www.kentuckyhealthfacts.org. Build and maintain positive relationships with health data professionals and secure content from key state and national data resources. Manage contracts with researchers for custom analyses.  Identify the need for and oversee execution of contracts for periodic targeted research studies, including the triennial Kentucky Health Care Market Report.  Plan and coordinate the Foundation’s annual Health for a Change series of capacity- building workshops and webinars. Work with Community Engagement Program Officer to maintain a directory of health coalitions and provide them with training opportunities. Develop learning objectives and contract with technical assistance providers as needed.  Provide information and technical assistance in response to requests.  Work with Communications Director to plan, research, and write briefs, reports, other publications on health data trends and learnings from Foundation-sponsored research efforts for public and professional audiences.  Represent the Foundation and relevant project work at meetings and conferences.  Actively participate in efforts to improve individual and team quality of performance. Participate in staff/team meetings and training. Qualifications:

 Minimum qualifications for a Community Health Research Officer include a masters or other graduate degree in public policy research, public health, or related areas, plus four years of relevant work experience. Work experience may substitute for a graduate degree.  Experience with public opinion polling research methods preferred.  Experience with quantitative research methods, either through direct work experience or education, required.  Grants management experience and knowledge of health policy issues are highly desirable.  Excellent writing, communication, analytic and organizational skills required.  Ability to manage complex workload and balance assignments to achieve quality results in a timely manner required.  Ability to create and sustain positive working relationships with staff and diverse constituencies and work independently as well as collaboratively required.  Valid Kentucky drivers license and fully insured to operate a vehicle for statewide travel.  The Foundation offers competitive benefits and salary commensurate with experience.

TITLE: Vice President for Policy and Program

The Vice President for Policy and Program reports directly to the CEO and is responsible for implementation of the Foundation’s Strategic Plan, providing oversight to the Program Officers and Community Research Officer and working closely with the Communications Director to effectively implement and communicate Foundation policy and programmatic priorities The Vice President for Policy and Program supervises three employees, graduate interns and a contract program officer, as well as the work of grantees and contractors working to advance the Foundation’s strategic initiatives.

PRIMARY RESPONSIBILITIES Responsibilities include –

Program Leadership and Management  Enhance and implement the Foundation’s organizational vision as established through the Foundation’s Strategic Plan and updated annually through the Policy and Strategic Direction Committee’s shaping of the annual Operating Plan  Ensure ongoing programmatic excellence through oversight of the work of employees under his/her supervision and assurance of adherence to the Foundation’s values, policies and procedures  Demonstrate consistent quality of program due diligence and internal communications; recommend timelines and resources needed to achieve program goals  Attract, develop and retain high performing team members, both staff and interns, fostering collaboration, creativity and candor, and empowering them to elevate their own performance and that of the grantees they oversee  Work collaboratively with the senior management team to integrate cross program activities and functions

External Relationships  Manage relationships with partner organizations, funders and grantees to advance the Foundation’s policy and programmatic objectives  Work with the CEO and Communications Director to assure effective external communication and advancement of Foundation policy priorities in dealings with policymakers in legislative and administrative positions

Policy and Knowledge Management  Develop or sustain the necessary systems, processes and tools to better support the facilitation, collection and sharing of knowledge generated by Foundation sponsored programs  Develop or sustain a dissemination system to share organizational learning with a broad range of communities  Assure that key project outcomes and/or policy, advocacy and legislative/regulatory change opportunities are leveraged for maximum community and organizational impact within the bounds of Board guidance and Foundation policy  Through oversight of planning for Foundation forums, workshops, webinars and other convening’s, insure coherent communication and advancement of policy priorities identified through the Foundation’s strategic planning process

 Through oversight of the work of vendors selected to conduct research, polling and literature reviews on behalf of the Foundation, assure consistent quality, accuracy and integrity of Foundation publications

ADDITIONAL RESPONSIBILITIES:

Developing, implementing and supporting grant initiatives and/or programs, including:  Participation in strategic planning processes  Support the CEO in provision of staff support to the Program Development and Oversight Committee and the Grants Committee

QUALIFICATIONS:

 An advanced degree in health administration, health economics, public health or a related field.  Prior experience with non-profit administration and/or voluntary organizations.  An understanding of governance and legal issues related to 501(c)(3) organizations.  Strong analytical skills and good communications skills, both written and verbal.  A track record of effectively leading a performance-based and outcomes-based program and staff.  Experience with recruiting, managing and developing a strong team of staff, program/project officers and/or research professionals  Possession of a valid Kentucky driver’s license and fully insured to operate a vehicle for state wide travel.

The ideal candidate will be a persuasive, credible and polished communicator with excellent interpersonal and multidisciplinary project skills. S/he must work collaboratively with internal as well as external partners and other organizations, providing exposure for Foundation work in varied forums and publications. S//he will be able to work effectively in collaboration with diverse groups of people, have solid judgment and apparent leadership skills, integrity, a positive attitude and demonstrated commitment to the Foundation’s mission and initiatives.

“Empowering young people to transform their lives” Program Officer National Education Strategy

Search conducted by:

Raikes Foundation | Program Offcer 1

THE OPPORTUNITY

The Raikes Foundation seeks an innovative, strategic thinker to lead our research efforts as a Program Offcer on our National Education team.

Our education strategy focuses on ensuring that all students, particularly students of color and those from low-income backgrounds, are engaged in schools that foster learning mindsets and skills, allowing them to achieve academically and complete a high-quality post-secondary degree to thrive in a rapidly changing world.

The Program Offcer will join a small, collaborative team working to identify the most promising opportunities to bring learning mindsets and skills into the education system at scale. The Program Offcer will manage our efforts to leverage insights from scientists, educators, students and families to translate research about learning mindsets and skills to scalable school-based approaches.

Raikes Foundation | Program Offcer 2

THE RAIKES FOUNDATION

Located in Seattle, Washington, the Raikes Foundation is a private foundation founded by Tricia and Jeff Raikes, who are actively involved in the organization’s work. With a team of 11 employees and annual grantmaking of over $11 million in 2015, the Raikes Foundation expects to grow its staff and annual giving in the near term. The culture of the foundation encourages creative thinking, an entrepreneurial spirit, collaborative problem-solving and intellectual rigor in the pursuit of innovative approaches to philanthropy.

The mission of the Raikes Foundation is to empower young people to transform their lives. Our three core grantmaking strategies include a focus on ending youth and young adult homelessness in King County, improving the quality of after-school programs across Washington State and improving educational outcomes through our national education strategy. The Raikes Foundation is committed to diversity, equity and inclusion within our organization and its application in our programmatic work.

The foundation believes in the power of catalytic philanthropy. This translates into grantmaking strategies that look for high-leverage opportunities to maximize impact by:

• Convening the right players and supporting projects with impact • Taking calculated risks and supporting under-resourced areas • Concentrating grantmaking on a discrete set of issues • Working with urgency, while recognizing that complex challenges take time to solve • Challenging assumptions—including the foundation’s own • Driving action based on evidence and data

To learn more about the organization, please visit www.raikesfoundation.org.

Raikes Foundation | Program Offcer 3

NATIONAL EDUCATION STRATEGY

In 2012, the Raikes Foundation launched its national education strategy focused on learning mindsets such as belonging, growth, self-effcacy, purpose and relevance, and skills such as goal-setting, time management and knowing when to ask for help. We selected learning mindsets and skills as our focus area because a growing body of research shows that empowering students with learning mindsets and skills can unlock their potential to succeed in any subject at any age. By helping the education system prioritize learning mindsets and skills, we hope to ensure every student is motivated to learn and knows how to learn.

This focus has been shown to improve grade point average and academic performance in core subjects like reading and math, lead to higher attendance, course completion, and graduation rates as well as give students the confdence and skills they need to succeed throughout their lives. We believe that building the knowledge and practices that schools and teachers can use to cultivate learning mindsets and skills is key to ensuring that all students, particularly students of color and those from low income backgrounds, are prepared to complete a high quality post-secondary degree and thrive in our rapidly changing world.

Our strategic initiatives include funding and applied research, supporting the development of practical tools that teachers can use with students and expanding opportunities to integrate learning mindsets in the existing education ecosystem. We convene networks supporting schools to adopt and continuously improve research-based practices. Because this is still a nascent feld, we are also investing in feld-building activities that will establish strong networks of practitioners, researchers and other partners who can advance the science and practical application for the beneft of all students.

www.waldronhr.com

Raikes Foundation | Program Offcer 4

PROGRAM OFFICER ROLE

As we seek to grow the foundation’s impact and capitalize on momentum around learning mindsets and skills, the Program Offcer will manage our efforts to leverage insights from scientists, educators, students and families to translate research about learning mindsets and skills to scalable school-based approaches.

The ideal candidate will have systems level experience translating research into practice and a passion for including the perspectives of students, families and teachers throughout this work. As a “learning engineer,” our ideal candidate brings research expertise to support discovery of relevant knowledge in the basic and applied research networks we support, and the translation of those fndings into solutions that have promise for practical implementation in the U.S. education system. Our ideal candidate brings credibility and experience working with both practitioners and researchers across multiple disciplines and from diverse backgrounds.

Given the foundation’s commitment to diversity, equity and inclusion, we are looking for candidates who are committed to advancing equity and who also possess knowledge, skills and experience that would enhance our ongoing equity work.

The skills and attributes that will drive success include: • Ability to “think big” at the strategic level while also being able to focus and prioritize tactical goals • Excellent relationship-building and interpersonal skills • Ability to establish rapport and trust, and work collaboratively with diverse internal and external partners • Ability to synthesize research fndings and identify implications for the foundation’s strategy as well as the broader feld • Strong writing and presentation skills and the ability to communicate complex ideas effectively with diverse stakeholders such as researchers, practitioners, and parents • Proactive and comfortable leading by infuence in ambiguous environments without positional authority • Thrives in a fast-paced, collaborative work environment

This position reports to the Director, National Education Strategy and is based in Seattle, Washington.

www.waldronhr.com

Raikes Foundation | Program Offcer 4 5

KEY RESPONSIBILITIES

Strategy, Evaluation & Organizational Learning • Work with education strategy team members to defne strategic direction with particular emphasis on: • Advancing basic research, including identifying gaps in current research that are critical to our aim of more equitable post-secondary degree completion. • Developing cutting edge approaches to translating research to practice that incorporate perspectives from science, practice, students and families. • Collaborate closely with education strategy team to ensure that the foundation’s scaling partners are informed by the latest research fndings. • Collaborate closely with the Director of the National Education Strategy and other team members to ensure an integrated approach to measurement and evaluation across the portfolio. • Play a proactive role in the foundation’s organizational learning; seek opportunities to collaborate and contribute to exploring synergies across the foundation’s strategy areas. • Organize grantee visits, learning sessions and other forms of engagement to deepen the foundation leadership’s knowledge of the strategy and understanding of progress, challenges and lessons learned.

Grant Portfolio Development & Management • Conceptualize and cultivate grantmaking opportunities and work with prospective grantees to develop proposals that advance the strategy. • Conduct due diligence for potential grant opportunities and assess alignment with the foundation’s strategy. • Prepare grant recommendations and provide feedback to grant applicants. • Manage a portfolio of research grants, including developing milestones, outcome metrics and reporting requirements. • Build positive and productive relationships and ensure ongoing communication with grantees. • Design and manage research grantee gatherings and feld learning opportunities.

External Relations and Thought Leadership • Build strong relationships with key stakeholders and advance the Raikes Foundation as a thought leader in learning mindsets and skills, as well as translation of research to practice in the U.S. education system. • Foster relationships with a variety of stakeholders, including current and prospective grantees, researchers, teachers, education sector leaders or networks, policymakers, etc. • Identify partnership and co-funding opportunities to advance the foundation’s strategies. • As appropriate, scope, identify and manage outside consultants or contractors. • Represent the foundation externally in a variety of settings. • Partner with the foundation’s communications team and external consultants to support strategic communications and advocacy, including preparing content for the foundation’s communications channels and integration of the latest relevant research fndings about learning mindsets and skills into communications materials.

www.waldronhr.com

Raikes Foundation | Program Offcer 6

QUALIFICATIONS

Candidates must have at least eight to ten years of relevant professional experience. Candidates should combine robust social science research skills and practical knowledge of the education feld. A background translating learning research into practice in the education feld is ideal. Experience applying research that interfaces with teaching, curriculum design, and instructional practice is highly desired. A track record of building relationships, identifying partners across diverse communities and creating systems to advance new thinking and change is preferred. A master’s degree or doctorate in a learning science- related discipline such as human development, psychology, neuroscience or education is valued. The position is based in Seattle, WA, but may include up to 25 percent of time on domestic travel.

TO BE CONSIDERED

Please submit your resume and cover letter online at http://candidateportal.waldronhr.com. Cover letters expressing your passion for the mission and ft for the role should be addressed to Melissa Merritt. Materials will be reviewed on a rolling basis until February 14, 2016. “Empowering young people to transform their lives” Director of Communications Seattle, WA

Search conducted by:

Raikes Foundation | Director of Communications 1

The Opportunity

As a dynamic and growing practitioner of catalytic philanthropy, the Raikes Foundation is uniquely positioned to bring greater visibility and momentum to the critical issues it supports. The Director of Communications sets the overarching communications vision and strategy for the organization and supports its implementation, ensuring effective use of the foundation’s voice to achieve its goals.

Reporting to the foundation’s Executive Director, the Director of Communications will design and orchestrate a communications strategy that articulates foundation-wide points of view on cross-cutting issues as well as integrates program-specific messaging and advocacy. She or he will determine the best of resources and platforms necessary to leverage the foundation’s voice and reach specific audiences with consistent, compelling brand use, messaging and positioning. The Director of Communications is a seasoned leader and collaborative team advisor providing guidance on all aspects of the communications strategy.

Raikes Foundation | Director of Communications 2

The Raikes Foundation

Located in Seattle, Washington, the Raikes Foundation is a private foundation founded by Tricia and Jeff Raikes, who are actively involved in the organization’s work. With a team of 12 employees, the Raikes Foundation is growing its staff, annual giving and role as a catalyst for change. The culture of the foundation encourages creative thinking, entrepreneurial spirit, collaborative problem-solving and intellectual rigor in the pursuit of innovative approaches to philanthropy.

The mission of the Raikes Foundation is to empower young people to transform their lives. Three core grantmaking strategies include a focus on ending youth and young adult homelessness, improving the quality of after-school programs and improving educational outcomes through a national education strategy. The Raikes Foundation is also committed to diversity, equity and inclusion within the organization and in its programmatic work.

The foundation believes in the power of catalytic philanthropy. This translates into grantmaking strategies that look for high-leverage opportunities to maximize impact by:

• Convening the right players and supporting projects with impact • Taking calculated risks and supporting under-resourced areas • Pursuing a systems approach to achieve long-term, sustainable change • Working with urgency, while recognizing that complex challenges take time to solve • Challenging assumptions—including the foundation’s own • Driving action based on evidence and data

To learn more about the organization, please visit www.raikesfoundation.org.

Raikes Foundation | Director of Communications 3

Key Priorities and Responsibilities

Communications Leadership: Vision and Strategy • Develop a powerful vision for the foundation’s communications function. • Articulate a clear internal philosophy on the role of communications and how to use the foundation’s voice to advance the mission. • Develop and actively manage an organization-wide communications strategy, including messaging, that complements and supports multiple program areas and audiences. • Set priorities and monitor performance of the strategy. Management and Coaching • Supervise and support the development of a full-time communications officer who oversees communications planning and execution in two program areas. • Optimize use of external consulting resources for ongoing and periodic work, both at the program and organizational level. • Provide coaching and training to staff and trustees on consistent use of the foundation’s brand and message platform. Program Area Guidance • Partner with program teams as they set specific communications goals. • Help identify skills and resources (internal or external) required for successful implementation. • Collaborate across team to ensure work in each program area integrates into the broader communications strategy. Trustee Platforms • Build and manage individual communications platforms for and with the trustees that strategically amplifies their voices and personal engagement in support of foundation priorities. Grantee Support • Counsel key grantees on strategic communications needs.

www.waldronhr.com

Raikes Foundation | Director of Communications 4

Communications Strategy Execution:

Brand • Ensure a unified voice for the foundation particularly on issues and audiences that cut across multiple initiatives. • Provide oversight of the foundation’s visual brand and all assets that reflect it. • Support ongoing development of the trustees’ brand. • Position the foundation as a high impact national leader. Audience • Identify and lead special communications initiatives as needed to understand and reach new audiences. • Build relationships with senior officials, media, thought leaders, policymakers, partners and other key audiences. • Serve as an effective spokesperson and ambassador on behalf of the foundation. Media and External Relations • Build relationships with influential media outlets and reporters. • Pitch stories and respond to media inquiries. • Keep the foundation abreast of innovative new media and communications approaches that could influence the foundation’s work. Content • Empower staff and trustees with the skills and knowledge necessary to effectively steward the foundation’s brand and messaging. • Create compelling content to reach target audiences including digital, media relations, collateral materials and events, driven by an up-to-date editorial calendar. Digital Strategy • Ensure the strategy for digital channels is aligned with a broader foundation-wide communications strategy. • Working with the communications officer, set a data-driven content strategy for the foundation’s digital channels, including website and social media. Advocacy • Drawing on the advocacy goals set at the program level, promote coherent and consistent use of the foundation’s voice. • Prepare staff and trustees to support key advocacy initiatives. • Provide guidance to prioritize trustee-level involvement in advocacy efforts.

www.waldronhr.com

Raikes Foundation | Director of Communications 4 5

Ideal Candidate Profile

The Raikes Foundation is seeking a proven communications leader to guide the central communications function in a dynamic, growing organization. The foundation seeks candidates who bring a strategic outlook to designing and implementing an organization-wide communications function and strategy that supports broad, cross-cutting work and knits together the needs of multiple program areas. A passion for the foundation’s mission is essential; however, experience in the foundation’s program areas is not required. Candidates need to be comfortable addressing complex social issues.

The foundation seeks an effective, high-level strategist with a deep understanding of how to set vision, leverage tools and resources for maximum effect, and enjoy hands-on involvement in the day to day execution of the work. Given the foundation’s growth plans, candidates must be flexible, adaptive, and thrive in a fast-paced, flat, collaborative work environment.

The ideal candidate possesses a deep understanding of strategic, issue-based communications and a demonstrated track record for designing and implementing communications programs and leading teams to achieve a measurable brand or issue impact. The confidence, professionalism and sophistication that is required to be a foundation spokesperson, media relations expert and sage counsel to the trustees is balanced by humility and a commitment to the foundation’s team.

The successful candidate has experience advising and supporting principals such as a CEO or President with their communications platforms and integrating those into the broader communications plan. A player-coach who actively collaborates with colleagues to leverage the collective expertise of team members is ideal.

The foundation is looking for a Director of Communications who is excited about pursuing innovative approaches; someone who can be an experimental thinker, and also knows how to translate these ideas into an appropriate course of action to address strategic objectives. A creative outlook and adaptability to change, be it embracing a shift in strategy or finding new approaches to existing work, is desired.

The ideal candidate is an accomplished, compelling storyteller and gifted communicator who is intellectually curious and has the facility to write and speak about complex social issues and sectors in a way that inspires action.

Given the foundation’s commitment to equity, it seeks candidates who are committed to advancing equity and who also possess knowledge, skills and experience that would enhance the organization’s ongoing equity work.

www.waldronhr.com

Raikes Foundation | Director of Communications 6

Qualifications

A minimum of 15 years in the communications field, including a mix of agency and in-house leadership positions is ideal. Strategic issue-based communications experience is an advantage, as is experience leading in-house communications teams.

Demonstrated practice developing, executing and measuring successful, integrated communications plans using a mix of traditional and new strategies and tools is required. The proven ability to work in a dynamic and growing organization is essential. Outstanding verbal and written communication skills are imperative. A bachelor’s degree is required; an advanced degree is preferred.

To Be Considered

Please submit your resume and cover letter online at http://candidateportal.waldronhr.com. Cover letters expressing your passion for the mission and fit for the role should be addressed to Melissa Merritt. Candidates are strongly encouraged to submit materials no later than April 11, 2016.

The search for a Director of Communications is being assisted by a team from Waldron:

Melissa Merritt, Managing Director [email protected] 206.792.4300

Sarah Meyer, Senior Consultant [email protected] 206.792.4221

Lauren Pederson, Executive Search Associate [email protected] 206.462.6192

Waldron is honored to work with the Raikes Foundation in the search for a Director of Communications. We believe in and support the work of the Raikes Foundation and we are doing our best to recruit a talented team member who will accelerate this mission. As the consulting partner strategic leaders choose to help attract, engage, and inspire effective leaders, Waldron provides a unique combination of executive search, leadership development, and career transition services across sectors and industries. Our passion is helping people and organizations realize their full potential and increase their impact.

Seattle | Portland | San Francisco

www.waldronhr.com Program Officer Environment

ABOUT US

The Margaret A. Cargill Philanthropies (MACP) is looking for a Program Officer to join the Programs team. MACP is a dynamic, growing philanthropy located in Eden Prairie, MN and encompasses three grant-making organizations – Akaloa Resource Foundation, Anne Ray Charitable Trust and the Margaret A. Cargill Foundation – founded by Margaret A. Cargill, a granddaughter of the co-founder of Cargill Inc. The combined Philanthropies are among the 20 largest foundations in the United States, and share a common mission to provide meaningful assistance and support to society, the arts and the environment.

JOB PURPOSE

The Program Officer, Environment is responsible for developing and managing one or more grant- making subprograms of the Margaret A. Cargill Philanthropies’ work in ecosystem conservation under the supervision of the Environment Program Director, and assisting the Environment Program Director, other Foundation staff, and trustees in building and managing an effective grant-making program. The goal of the Environment Program is to conserve and sustain terrestrial, freshwater, and marine ecosystems for the benefit of current and future generations. We pursue this goal by working in and with communities to support site-specific conservation efforts that can create solutions to global conservation problems.

RESPONSIBILITES

 Serve as the lead manager of one or more Environment subprograms as assigned. Work with the Program Director to develop, evaluate, and refine guidelines, goals, and strategic plans for assigned subprograms.  Work with grantees on all aspects of the grant-making process, including due diligence review of potential grantee organizations, developing realistic grant proposals that are within their capacity to deliver and within the Philanthropies’ current funding plans, and developing strategies for new initiatives aimed at Foundation focus areas.  Oversee active grants, track grantee progress, provide guidance and assistance to grantees, review and analyze grantee reports. Contribute to the Philanthropies’ efforts to develop and use processes and technology to support efficient grant-making.  In collaboration with the Director and the VP for Research and Evaluation, develop and apply methods and systems for analyzing grant impact and effectiveness for the purposes of accountability and learning by the Philanthropies, individual staff members, grantees and peer organizations.  Prepare written materials for Board and management review and prepare and manage requests for proposals.  Monitor external issues and trends in assigned focus areas.  Represent the Program at meetings, forums, and public presentations, as appropriate.  Facilitate connections and partnerships across organizations and institutions working on shared issues, in coordination with the Director.  Hire and supervise contractors as assigned.  Research relevant topics as determined by the Program Director. EDUCATION, EXPERIENCE AND OTHER QUALIFICATIONS

 Bachelor’s degree required, Master’s degree preferred in a related field.  At least 5-7 years of relevant experience and a minimum of 2 years experience in grant-making, preferably in the conservation arena, and a demonstrated track-record of effective relationships with grantees and fellow funders. Demonstrated, strong skills in program development, grant management, and evaluation.  Demonstrated commitment to the field of ecosystem conservation, and community-based natural resource management in particular, and a positive reputation as an effective collaborator with key stakeholder groups in this field.  At least 3 years professional experience and strong relevant content knowledge beyond the U.S. Demonstrated ability to work effectively in a range of cultural settings. Fluency in one or more languages commonly used in international conservation—in addition to English—is desirable.  Solid understanding of the technical and practical issues in one or more of the interest areas of the Environment Program (especially marine, terrestrial, or freshwater ecosystem conservation, and community-based natural resource management).  Strong project management skills including the ability to effectively manage time, meet multiple competing deadlines, quickly develop written materials, maintain a positive attitude under pressure, and manage budgets. Experience as a user of grant-management software and tracking systems (e.g., GIFTS, Fluxx) is desirable.  Strong interpersonal and written and spoken communications skills. Professional demeanor with proven ability to build collaborative relationships. Self-motivated and able to work independently.  Demonstrated ability to work in a highly collaborative organization with consultative relationships vertically and horizontally and a strong service orientation both internally and externally.

TRAVEL

20-40%, including extended international travel.

During field visits, the employee may occasionally be required to travel and live in wilderness or remote rural conditions for a few days at a time, or to travel by boat or small aircraft in order to access points or people of interest.

PHYSICAL DEMANDS

 Required to sit for long periods of time  Moderate use of computer, keyboard and mouse  Bend to file or retrieve documents  Occasional light physical effort required  Ability to lift and carry up to approximately 30 pounds

The above statements are not intended to encompass all functions and qualifications of the position; rather, they are intended to provide a general framework of the requirements of the position. Job incumbents may be required to perform other functions not specifically addressed in this description. Evaluation Officer

Job Purpose:

This new role will work closely with the leaders and staff of the Margaret A. Cargill Foundation, the Anne Ray Charitable Trust, and the Akaloa Resource Foundation to develop and implement evaluation strategies to track and assess program progress and impact.The Evaluation Officer will ensure that evaluation deliverables generate new insights to improve grantmaking and organizational performance. Position reports to the Director, Evaluation.

Job Duties:

 Partner with senior leadership and program staff to establish evaluation priorities for all program areas and the organization overall.  Work with program staff to design, develop, and manage evaluation projects that support program grantmaking strategies.  Provide technical assistance and internal consulting for foundation program staff and grantees as requested.  Assist program staff in collecting, analyzing, and reporting on indicators of program progress and impact.  Support program staff in incorporating evaluation and learning goals throughout all phases of the grantmaking process.  Inventory and track grantee-directed evaluation projects related to data collection, assessment, analysis, and learning.  Identify and manage evaluation consultants, as appropriate, to ensure timely and useful evaluation deliverables.  Present evaluation results to trustees, senior leaders, program staff, grantees, and other internal and external stakeholders.  Facilitate discussions on evaluation deliverables with internal and external stakeholders to generate new insights.  Package evaluation deliverables in new ways to make them accessible and useful to broader audiences.

Education and Experience:

 Bachelor’s degree required; Master’s degree in program evaluation, social sciences, communication, or related field strongly preferred.  5 or more years of relevant experiences leading or managing evaluation projects in the nonprofit sector. Experience in the philanthropic field preferred.  Program and project evaluation experience in both domestic and international contexts. Experience in MACP’s areas of interest is a plus. These include Environment, Relief & Resilience, Arts & Cultures, Aging Services, Children & Families, Health and Animal Welfare.  Demonstrated success in all areas of evaluation, including evaluation design, data collection, analysis, reporting, and dissemination.  Strong project management experience with proven ability to prioritize and work on multiple projects simultaneously, to maintain a high level of organization, and to adapt and thrive in a rapidly changing work environment.  Superior analytical and problem-solving skills combined with excellent communication skills in writing and speaking.  Collaborative and accessible work style that is effective in engaging program and grantee staff who are experts in their field.  Professional demeanor with proven ability to build collaborative relationships.  Enthusiam to deliver excellent customer service.  Passion for continuous improvement, learning, and growth.

Travel:

Less than 10%, includes occasional International and Domestic travel

Physical Demands:

 Required to sit for long periods of time  Extensive computer use and use of a keyboard and mouse  Occasionally required to lift and/or move up to 25 pounds Director of Evaluation

Job Purpose:

The Director of Evaluation will support the Margaret A. Cargill Philanthropies by building and leading an evaluation function that will provide consultative services to the Program staff and Senior Leadership of all three grantmaking organizations. The department will provide evaluation subject matter expertise and consultation to inform decisions, strengthen initiatives and generate knowledge across the entire enterprise.

Job Duties:

 Partner with senior leadership to build an effective evaluation function that supports the needs of MACP programs.  Hire, manage, and develop the evaluation team to create integration of effective evaluation methodologies into programs of MACP.  Collaborate, build and maintain internal and external relationships.  Integrate monitoring and evaluation with all grantmaking strategies at MACP.  Serve as the organization’s primary evaluation subject matter expert; consult with trustees, senior leadership, program staff, and evaluation staff on all technical evaluation issues.  Identify cross-organizational program issues that could benefit from evaluation engagement; initiate and lead new evaluation projects to inform decision making and improve grantmaking.  Prepare analyses of grant effectiveness as requested by Foundation or Trustee Boards; coordinate any assessment or evaluation projects requested by Boards or senior leadership.  Facilitate the knowledge transfer of industry best practices in evaluation across the organization and, where appropriate, to grantees.  Represent MACP within the philanthropic and nonprofit evaluation and assessment community; build a professional network of evaluation resources for potential engagement by MACP.  Identify, hire and manage consultants, as appropriate, to augment production of timely, high- quality deliverables that inform decision making.  Manage groups, teams, staff and/or consultants around specific evaluation and data planning and implementation projects.

Education and Experience:

 A Bachelor’s degree and relevant Masters or advanced degree in program evaluation, social sciences or other related fields.  10-15 years of relevant evaluation experience, including a leadership role in evaluation, ideally in a foundation or major nonprofit organization.  Knowledge and experience with grantmaking and strategic philanthropy.  Demonstrated experience in implementing and managing a broad variety of qualitative and quantitative evaluation techniques.  Demonstrated experience and effectiveness in project management, evaluation methodology and planning.

Special Requirements:

 Excellent leadership, management, and team building skills.  Strategic thinker with analytical and planning skills and experience.  Strong ability to organize and prioritize tasks, manage time efficiently, meet deadlines, and work independently as well as in a team environment.  A high energy level, outstanding interpersonal skills, sound judgment, and tolerance for pressured work.  High level of personal and professional integrity and ethics.  Superior analytical and problem-solving skills; belief in the importance of evidence-based decision making.  Excellent interpersonal communication skills including comfort with presenting to a variety of internal and external audiences.  Exhibits integrity with exemplary management skills, and a strong commitment to the organization’s mission, values, and goals.  Ability to manage conflicts and respond to issues with clarity and diplomacy.

Travel:

A willingness to travel approximately 20%, both domestically and internationally.

Physical Demands:

 Required to sit for long periods of time  Extensive computer use and use of a keyboard and mouse  Occasionally required to lift and/or move up to 25 pounds

Job Summary

Title: Director, Measurement, Learning & Evaluation

Role Level: Professional Business Services Level 4

Code: PBS-o4 Grade: 7

Reports to: Chief Information Officer, VP Evaluation and Knowledge Management

Date: October 2015

* This document describes the specific purpose, areas of responsibility, and required skills/attributes and education/experience for this job and serves as an addendum to the Role Profile indicated above. The Role Profile serves as the master document for classification and pay purposes, and this job summary is based on, and reflects, the key accountabilities described for this level. * In some positions, there is a requirement for French language proficiency, which will be identified as either an asset or a requirement, where applicable. * Some travel may be required across Ontario as appropriate.

Purpose: The Director leads the Evaluation, Business Intelligence and Knowledge Management teams at the Ontario Trillium Foundation (OTF). The Director implements a learning and evaluation framework to enable OTF’s outcomes-based grant making and increase overall impact in the Foundation’s Action Areas. H/she works with external partners to identify needs in the community and to develop solutions and programs in collaboration with Services to the Community, Collective Impact and other OTF departments as appropriate.

Scope: Learning, measurement and evaluation will inform strategic planning, sound decision-making, and provide evidence to address key questions about the mission, strategy, OTF initiatives, operations and grant results. The Director leads the business intelligence area and integrates all measurement across the Foundation. His/her leadership promotes decision-making based on evaluative and reflective thinking throughout the organization. S/he works closely with the VP to develop an enterprise-wide strategy for all areas such that measurement and learning is embedded in all that OTF does. The Director represents OTF externally at senior tables in these three areas.

Key Areas of Responsibility: Learning  Develop and operationalize a learning agenda for OTF to create an environment of continuous improvement.  Support the learning processes and capacity of our communities, including grantees and the community at large in Ontario.

PBS-04 Director, Measurement, Learning & Evaluation October 2015

 Create a strategic learning enterprise that deepens understanding of the impact of Foundation initiatives.

Business Intelligence/Measurement  Works collaboratively across the organization to understand, develop, prioritize, and deliver BI initiatives  Continue to develop OTF’s performance measurement framework and ensure people, process and technology are integrated into the framework.  Drive the Balanced Scorecard and its integration with other performance and quality metrics developed across BI and Performance Measurement.  Work closely with the IT team as solutions are considered for all three areas.  Work with leadership, Strategy Leads, granting staff and grantees to continue to evolve OTF’s metrics and evaluation tools in our granting methodology.  Develop new approaches to capturing highly complex and hard-to-measure impacts in the field.

Evaluation  Lead an Evaluation agenda and team that is encompassing of both our grants and increasing the sector capacity in this area.  Directs the work of her Evaluation team to continue to evolve the solutions that exist for granting evaluation  Works to advance the sector in this area

Knowledge Management  Lead the Knowledge Management strategy and team and ensure its operationalization to meet both the internal needs and the external vision for KM.  Works with the Strategy Leads to plan and design assets to advance our Action Areas.

Staff Performance Management  Lead and develop a high performance team able to deliver on OTF’s Evaluation, Business Intelligence and Knowledge Management Strategies.  Provide ongoing guidance, feedback, recognition and coaching to staff  Support staff development opportunities and engage staff appropriately in decision-making  Engage direct reports in performance discussions using the OTF performance management tools  Conduct annual performance reviews with direct reports, and address performance problems as they occur  Support the development and maintenance of a strong team

Knowledge, Skills and Attributes:

 Supervisory, leadership and collaborative skills  Knowledge of and experience in our focus areas  Solid interpersonal skills and a strong convener and influencer, able to conceive and advance a sophisticated learning agenda both internally and in the broader field.  Advanced skills in MS Office and understanding of tools used for evaluation and Knowledge Management  Willingness and ability to travel in Ontario

Experience and Education:

PBS-04 Director, Measurement, Learning & Evaluation October 2015 Page 2 of 3

 Minimum of ten years’ experience in progressively responsible, hands-on leadership roles.  A bachelor’s degree is required; a relevant graduate degree is preferred  Significant direct experience in evaluation and impact assessment  Experience working with high-performing teams in a small but dynamic, entrepreneurial environment.  Experience building a cross- organization learning culture and leading knowledge sharing  Experience with multi-method evaluation in a consulting, analytics, or in-house monitoring and evaluation role in a global private, public, or non-profit sector organization.  Data analytics, research, conceptual and problem solving skills required to design and manage implementation of complex data and business intelligence strategies to support research, program evaluation, performance management and other data-related initiatives

______Hiring Manager’s Title Signature Date (To certify that this job summary accurately describes the key accountabilities of the position and the skills/attributes and education/experience required for this job.)

______Director, Human Resources Signature Date (To certify that this job summary is fully aligned with the master Role Profile document and is based on, and reflects, the key accountabilities described in it.)

PBS-04 Director, Measurement, Learning & Evaluation October 2015 Page 3 of 3