MERIT included in breakthrough report
The William and Flora Hewlett Foundation sponsored a report by FSG Social Impact Advisors entitled Breakthroughs in Shared Measurement & Social Impact. This report, published July 2009, explores 20 independent efforts among nonprofit organizations to develop shared approaches to performance, outcome, or impact measurement across multiple organizations. The report recognizes that “these nascent efforts foreshadow profound changes in the vision and effectiveness of the entire nonprofit sector.”
MERIT, NPOKI’s Monitoring, Evaluating, Reporting and Integration Tool, is featured in the report. To download the report, click here (5MB PDF).
“FSG Social Impact Advisors, with generous support from The William and Flora Hewlett Foundation, interviewed dozens of practitioners and thought leaders in the social sector to identify innovative shared approaches to performance, outcome, and impact measurement. The resulting reports share key findings from this research, as well as detailed case studies and additional resources to promote further learning and discussion on this topic.”
MERIT 2.0 Requirements Document
NPOKI is pleased to announce the completion of MERIT 2.0 business requirements document. The Monitoring, Evaluating, Integrating and Reporting Tool (MERIT) is NPOKI’s web-based results management system. The requirements were shaped by the NPOKI collaborative metholdolgy that includes extensive cooperation from members, partners and in-country NGOs; through NPOKI user studies, focus groups and user interface workshops; and in depth research.
NPOKI is actively seeking partnerships to develop MERIT 2.0.
NPOKI greatly appreciates members’ support, ideas and leads as we explore options to speedily deliver this M&E system into the hands of NPOKI members and in-country program staff in low-resource areas. Remember that MERIT is freely available to NPOKI members! A draft product overview brochure is available to download.
MERIT
NPOKI Monitoring & Evaluation, Reporting & Indicator Tool
NPOKI has designed and developed a working prototype web-based indicator tracking system, the Monitoring & Evaluation Reporting & Integration Tool (MERIT) based on work done for one of its members, the International AIDS Vaccine Initiative. We have revised MERIT as a universal application appropriate for all of our members and in-country partners. It allows project teams to establish project/program indicators capable of meeting a variety of criteria:
- Indicators that work within one or multiple frameworks.
- Indicators that capture different levels of detail.
- Indicators that can be matched to various collection schedules.
This flexibility allows for the same data to be used in reports to multiple donors or constituents, covering multiple time frames, even when the donors use slightly different terminology. The system incorporates a variety of administrative measures that control access and data quality, including:
- Viewing and editing permissions.
- Workflow/Approval.
- Task completion.
Many of the Units of Measure and calculations are user definable, allowing for flexible performance measurement.
The key components of MERIT include (or will include):
M&E Results Framework.
- Presents a hierarchy of desired results.
- Very closely aligned to the Strategic Plan, but developed using results focus.
- Results framework serves as basis for indicator selection and other M&E related issues.
- Strategic Plan remains driving framework for organization and is foundation of all strategic and operational planning tools.
Comprehensive Indicator Pool and Performance Monitoring Plan (PMP).
- Indicator pool to cover results framework
- Built from existing indicators in documents/plans.
- Indicators required under existing donor agreements.
- Outlined new indicators to cover new grants and to fill gaps.
- ALL indicators coded to multiple frameworks
- Always coded to M&E results framework and Strategic Plan(s).
- Coded as appropriate to any relevant donors.
- Goal is to apply indicators across multiple donors as much as possible.
Easy data input and robust analysis platform.
- Export data collection template in excel, import results back into the system
Web-based, using tested, secure development platform (dotNET).
- Online M&E system serves as a container for important performance data.
- Enables linkages of M&E data with other strategic information.
- Indicators include the option of mandatory taxonomy relationships to ensure direct link to workplan, budget, forecast, and other information/management tools.
SharePoint and low resource ready.
The existing system will be upgraded to include the following features:
Flexible dimension manager.
- Currently the system has a basic ‘dimension manager’. The module needs some work, and more importantly a UI – currently all settings are done directly on the database.
3D Matrix.
- Current matrix supports up to 5 dimensions, but visualization is 2D. A new dimension will allow manipulation of data at a more granular level.
Offline functionality.
- Creation of excel templates for data collection. Import functionality.
Multi-Audience Dashboards.
- Current interface centers on data collection/ validation. Dashboard will focus data consumption around audiences (board/ donor/ project director).
Flexible Reporting engine.
OpenAPI.
- Read-only, for extracting data on a variety of formats and sharing with other enterprise applications like finance systems and development databases. Needed for Dashboard and more flexible reporting suite.
Installation Routine.
- For easy deployment on local networks.
Technical Documentation.
- API documentation, installation documentation, architecture documentation.
User Documentation.
- Includes online help, basic, start up printable documentation, video training.
MERIT is freely available to all NPOKI members.
Spring 2009
NPOKI Newsletter – Spring 2009 Update
Greetings! So far, 2009 has been quite a busy year for the NonProfit Organization Knowledge Initiative (NPOKI). NPOKI’s membership is growing – we are very pleased to welcome Ipas as our newest member. Further, in our commitment to improve performance management, we have strengthened our partnerships; added services for members; started development of MERIT II, our first major tool for data collection; added staff; and have hosted a series of informative presentations and summits. Our services and collaborative approach accelerate our members’ ability to track, measure and enhance their impact on improving lives. We are well poised to continue to provide and expand upon our services in the coming year.
Highlights:
IPPF-NPOKI Knowledge Services (INKS) Project IPPF engages NPOKI to develop information systems
Partnerships Spotlight on NPOKI’s partnership with InsideNGO
Projects Focus on proof of concept, NCLIX
Events Highlights of NPOKI’s past and future events
First NPOKI Annual Community Conference! Save the dates: September 14-15, 2009
New Staff NPOKI welcomes three new staff members
Ipas, an international organization that works around the world to increase women’s ability to exercise their sexual and reproductive rights, has become NPOKI’s eleventh member. Representing Ipas on the NPOKI Board of directors will be Eric Jones, Director, Information Technology & Resources. Acting as a backup Board member will be Julia Cleaver, Information Services Manager.
NPOKI Executive Director William “Bill” Lester welcomes the addition to the collaborative, saying “We are thrilled to have Ipas join our family of international health organizations. Ipas is one of the most innovative NGOs, especially around its use of knowledge management tools. We know that this will be a beneficial relationship for Ipas and for all of our members.”
For more information about the Ipas membership, visit IPAS – NPOKI’s Newest Member.
MERIT II
MERIT – NPOKI’s flagship application – successfully finished its beta test in 2008. In February, the MERIT team worked with usability experts in a planning session where we took the results from the MERIT beta tests in Tanzania, Nigeria, and Rwanda, to develop the blueprint for MERIT 2.0. Planned features for version 2.0 include:
- Geographic and site based data-entry and analysis
- Simple data entry via an excel-like web form
- Easy data import and export
- Mobile phone access
- Robust “pivot table” viewer for data analysis.
MERIT II is on target to be completed in late 2009. Look for further announcements.
IPPF – NPOKI Knowledge Services (INKS) Project
International Planned Parenthood Federation (IPPF) has engaged NPOKI as a trusted advisor to select, customize, and project manage the development of a group of information systems to support and extend the IPPF Knowledge Systems across its global program roster. Enterprise Portfolio Management Systems are at the heart of NPOKI’s mission and vision, and in partnering with IPPF (one of NPOKI’s founding members), we will have the opportunity to test some interesting new technologies in very difficult areas around the world.
The INKS Project draws on NPOKI’s collaborative framework and on our strengths in project management and training.
All of our members will benefit from the lessons learned from this project.
Partnerships
NPOKI continues to build resources and knowledge management tools through partnerships with key organizations. These partnerships are based upon shared results and respect for intellectual property. They allow NPOKI to extend its reach beyond the international health community and allow the larger global community to benefit from the work we do. One of our principal partners is InsideNGO, an association dedicated to strengthening the “inside” staff of international NGOs. With InsideNGO, we have hosted presentations, workshops, trainings, and summits (see EVENTS). At the Annual InsideNGO Membership Meeting in July, we’ll be presenting in the track “Operational Support for Program Success”. We are also co-designing a workshop around “Choosing an Enterprise Finance System“. Look for future announcements about this workshop.
Projects in Development
NPOKI has a suite of programs in development – all based on member requests. One is NCLIX, a web-based resource that provides reviews and recommendations of county-based goods, services and providers of particular interest to NGOs. We are designing and implementing this proof of concept project with our partners, InsideNGO and Aspiration. NCLIX is currently in proof of concept stage and will be tested in Kenya and the US. Reviews are written by and for local and headquarters staff of international NGOs that work around the world and provide the valuable and difficult-to-find information that staff needs.
For more information about NCLIX, visit NCLIX: The Non-Governmental Organization Cooperative Local Information Exchange.
Proofs of Concept
Do you have a project in mind? NPOKI’s Proof of Concept framework enables us to rapidly roll out pilot projects (3 to 9 months) designed to demonstrate impact and to scale-up. Email us to discuss your concept at: info@npoki.org.
Events
NPOKI has hosted several interactive presentations and meetings since the beginning of the year and the response to these events has been incredibly positive. NPOKI will continue to provide this service for our members, partners and the global health community. Recent and upcoming events include:
October 15, 2008 – Washington, DC
Co-hosted with InsideNGO
Presenters:
- Heather Anderson, Sr. Manager of Member Projects, NPOKI
- Holly Ladd, Vice President and Director, AED-SATELLIFE
- Aaron LaMar, President, Partners International
- Neal Lesh, Strategic Director, Dimagi, Inc
- William Lester, Executive Director, NPOKI
- Fifi Manuel, Monitoring and Evaluation Research Assistant, EngenderHealth
- Rodolfo Melia, Director of Knowledge Management, IAVI; Director of Programs, NPOKI
- Sam McPherson, Associate Director, International HIV/AIDS Alliance
- Alison Smith, Executive Director, InsideNGO
Rockefeller Foundation’s eHealth Strategy
October 17, 2008 – New York, NY
Presenter:
- Karl Brown, Associate Director at the Rockefeller Foundation
Supporting Frontline Health Workers with Mobile Applications
December 9, 2008 – New York, NY
Presenter:
- Neal Lesh, Strategic Director, Dimagi, Inc
TrainSMART: I-TECH’s Open-Source, Web-Based Training Data Collection System
January 9, 2009 – Seattle, WA
Presenters:
- Tom Furtwangler, Director of Communications and Information Technology, I-TECH
- Robert McLaughlin, Manager of Information Systems, I-TECH
Training Management Systems Summit
February 5, 2009 – Arlington, VA
Presenters:
- Ed Bunker, Health Informatics Advisor, Jhpiego
- Mike Culligan, Director of Operations, LINGOs
- Sharon Dickinson, Business Information Systems Manager, MSH
- Luke Duncan, Senior Systems Developer, IntraHealth
- Tom Furtwangler, Director of Communications and Information Technology, I-TECH
- William Lester, Executive Director, NPOKI
- David Manuel, Monitoring and Evaluation Research Assistant, EngenderHealth
- Robert McLaughlin, Manager of Information Systems, I-TECH
- Melinda Pavin, Director of Monitoring, Evaluation and Research, EngenderHealth
- Dykki Settle, Director of Health Informatics, Capacity Project, IntraHealth
iHRIS: IntraHealth’s Open-Source Software Solution for Human Resources for Health
March 12, 2009 – Chapel Hill, NC
Presenters:
- Luke Duncan, Senior Systems Developer, IntraHealth
- Dykki Settle, Director of Health Informatics, Capacity Project, IntraHealth
March 16-18, 2009 – New York, NY
Presenters:
- Lissette Bernal-Cruz, Senior Program Associate, the ACQUIRE Project
- Keith Edwards, Director of Compliance, EngenderHealth
- David Manuel, Monitoring, Evaluation and Research Associate, EngenderHealth
- William Lester, Executive Director, NPOKI
Opening and Closing a Field Office Workshop
March 19, 2009 – Washington DC
Co-hosted with InsideNGO.
Facilitators:
- Keith Edwards, Director of Compliance, EngenderHealth
- William Lester, Executive Director, NPOKI
Using SharePoint in the Global NGO Environment
March 20, 2009 – Washington, DCMonitoring, Evaluation and Research Associate
Co-hosted with InsideNGO.
Presenters:
- Andrea Mondello, IAVI
- Bob Spielvogel, EDC
- David Jackson, IntraHealth
- Eric Jones, Ipas
- Jim Fennessey, Jhpiego
- Matthew McMichaels, IntraHealth
- Mike Eber, Grameen Foundation
- Neeran Saraf, CHF International
- Richard Twigg, IFES
- Shawn Beighle, International Republican Institute
- William Lester, EngenderHealth
GLASER: Global AIDS System for Evaluation and Reporting
April 23, 2009 – Washington, DC
Presenters:
- Sara Pacqué-Margolis, Director of Monitoring and Evaluation, Elizabeth Glaser Pediatric AIDS Foundation
- Mark Reilly, IT Director, Elizabeth Glaser Pediatric AIDS Foundation
IPPF’s Clinic Management System
May 21, 2009 – New York, NY
Presenter:
- Daniel Messer, Head of Knowledge and Information Systems, IPPF
- Xavier Gonzalez-Alonso, Senior IPPF Consultant
36th Annual International Conference on Global Health
May 29, 2009 – Washington, DC
At this year’s Global Health Council conference, Bill Lester, our Executive Director, will moderate a panel – Tools for Implementers – and Surya Ganguly, our Director of Consulting, will present MERIT II. Join them at the GHC in Washington, DC, on Friday, May 29, 2009, 10:45 am -12:30 pm.
June 23, 2009 – Brighton, UK
Presenter:
- Rob Worthington, AIDSPortal Manager, UK Consortium on AIDS and International Development
- Simon Parrish, Information and Systems Analyst, aidinfo
Annual NPOKI Community Conference
A special event in 2009 will be NPOKI’s 1st Annual NPOKI Community Conference. NPOKI plans to host its first annual meeting for members and our international NGO community September 14 – 15, 2009 in London, UK. This two day event will address key topics of interest to our members, provide a constructive forum to share knowledge and experience, and identify areas of interest for future presentations and discussion. Some of the proposed topics include:
- Monitoring and Evaluation 2.0
- Next-Generation Tools and What They Mean for Your Organization
- SharePoint 2007: Fact or Fiction?
- Cohort – Overview and Users Group Discussion
- Field Office Resources
- Technology & Web in Support of Programs
Stay tuned for more information, and save the dates!
New Staff
Stacey McKeever, Project Manager, joined NPOKI in October 2008. She strategizes proofs-of-concept for new NPOKI projects and organizes NPOKI’s Current Developments in Global Public Health presentation series. Most recently she worked on the Global Pediatrics Team at the Clinton Foundation HIV/AIDS Initiative to increase access to quality care and treatment for HIV affected children worldwide. She has also worked at New York-Presbyterian Hospital in the Patient Centered Care department, as an internal consultant.
Stacey is a dual degree student at Columbia Business School and the Mailman School of Public Health. Prior to graduate school Stacey served as a Peace Corps volunteer in Lesotho, Southern Africa, where she helped build her community’s first secondary school.
Larisa Bomlitz, Communications Manager and Member Liaison, joined NPOKI in January 2009. Her responsibilities include communications, serving as NPOKI’s member liaison, and supporting NPOKI Development. Prior to joining NPOKI, Larisa provided technical assistance at the Yunnan Health and Development Research Association, a local organization in Kunming, Yunnan Province, China. She has also worked with an international clinical mentoring program designed to strengthen knowledge and skills among the local health care workforce in developing countries.
Larisa holds an MPH from the Braun School of Public Health and Community Medicine from Hebrew University and an MS in International Affairs from The New School.
Stacey and Larisa each bring a depth of understanding of global health challenges in the field combined with academic, consulting and professional experiences that dovetail with the program needs of our membership. NPOKI is delighted to welcome Larisa and Stacey to our team.

Mary Katherine (MK) Cope joined NPOKI in March as Director of Business Development. MK focuses on expanding NPOKI’s work with member organizations, identifying new development opportunities, and strengthening existing relationships with funders, partners, and clients.
Prior to joining NPOKI, MK was Vice-President, Africa, for the International Executive Service Corps (IESC). In this role, she designed and managed IESC’s activities in 40 of the 48 countries in Sub Saharan Africa. Key among these activities was her work with the development of BizAIDS, a cross sectoral methodology designed to mitigate the economic impact of HIV/AIDS on microenterprises and informal businesses, their employees and their communities. She was also instrumental in positioning IESC’s Geekcorps programs in the countries of Mali, Rwanda, Senegal, South Africa and Ghana.
Building on her experience in designing and managing field based programs throughout Africa, MK brings an innovative, practical approach to NPOKI’s new business development activity.
As always, we invite you to contact us with your questions, comments or for more information! Email us at: info@npoki.org
NPOKI
Better Performance – Better NonProfits
440 Ninth Avenue | New York City, NY 10001 | www.npoki.org


