Site Visits
About Our Resources
Connec+ipedia is a shared learning community for anyone interested in advancing the knowledge and efforts of those working for the common good. To promote this goal GRANTMAKERS has populated the site with our accountability and grantmaking resources - we encourage you to do the same! To view these resources click on the link below.
http://connectipedia.org/wagn/Site_Visits
& search our library at http://library.mmt.org
Additional Resources
Call 503.226.6340 to speak with a GRANTMAKERS staff member about obtaining a copy of the following resources or email (JavaScript must be enabled to view this email address).
Site visits allow funders to get to know the people and their work up close and provide chance to work in partnership with an organization to get a critical job done.
Site Visit Basics
Site Visit Meeting Outline
Non-profit Site Visit Ides
Site Visit Report
Additional Resources
Why We’re Sold on Site Visits
Foundation News & Commentary
Abbot Stranahan
July/August 1995
An expert’s advice on making the best of site visits as they “are essential…because there’s substitute for seeing a project and its leaders firsthand.”
Let’s Go! Four Steps for an Effective Site Visit
The New Foundation Guidebook
Adapted from a “Grantmaking Basics” presentation at the ASF (Association of Small Foundations) 2000 National Conference.
Fiscal Savvy…Site Visits…Smart Choices: Everyday Dilemmas for Funders
Problem Solving Scenarios
Charline McDonald and Kathleen Cornett
These scenarios are meant to help clarify one’s own thinking about things to consider when evaluating funding opportunities.
Site Visits and Post-Grant Monitoring
Grantmakers of Oregon and Southwest Washington
Presentation
July 20, 2000
Materials include information about deciding whether or not to do a site visit, setting up the visit, conducting interviews, analysing the visit, and post grant contracts.
Effective Site Visits
A Discussion with Grantmakers in Eugene
Presentation
October 5, 2007
Site Visit Questions
Inspired Philanthropy
This excerpt from the appendix of the book Inspired Philanthropy, provides 21 questions to ask while on a site visit.
Successful Interviews
The David and Lucile Packard Foundation
Material from Managing Your Grants
July 22, 2002
A guide to finding out what you want to know by asking the right questions, and avoiding the wrong ones.
Site Visit Format
Charline McDonald
A short guide to formatting your site visit, and things to think about after.
Site Visit Outline
Kit Gillem
An alternative site visit format from Kit Gillem.
GOSW Shadow Site Visit
Grantmakers of Oregon and Southwest Washington
A short planning tool for those planning on doing a shadow site visit.
Site Visit Report-Sample
Association of Small Foundations
From the resource, Awarding Grants.
Sample Site Visit Report
Grantmakers of Oregon and Southwest Washington
An additional site visit report format.
Site Visit Worksheet-Appendix to Chapter 3
Grantmaking Basics: A Field Guide for Funders
A great worksheet to take on a site visit for evaluation.