Linkedin-in Envelope
Contact

MEASURE IMPACT

Retrospective Portfolio Evaluation Measuring Systems Change

Location: 

North Carolina

Duration: 

2022 – 2023
Explore Findings

The Challenge

For over a decade, the Blue Cross Blue Shield of North Carolina Foundation invested in improving equitable oral health outcomes across the state. However, the foundation lacked a comprehensive, evidence-based understanding of how these investments contributed to systems change and what lessons could inform future grantmaking.

OUR APPROACH

I2I designed and implemented a retrospective portfolio evaluation using a mixed-methods approach that included: 

  • Surveys of 50+ grantee partners
  • Analysis of existing data sets to track trends over time
  • In-depth interviews and focus groups to capture lived experiences
  • A participatory sensemaking process to validate findings with grantees and the foundation

To ensure accessibility and usability, we synthesized the findings into a visually engaging, interactive web report, allowing partners to explore key takeaways at a glance.

The IMPACT

  • Uncovered five key systems-level shifts resulting from the foundation’s decade-long investments
  • Informed future grantmaking strategies by identifying gaps and opportunities
  • Increased transparency and knowledge-sharing across the broader oral health field

What Makes This Different?

I2I’s systems change lens helped the foundation move beyond transactional metrics to understand long-term impact and structural shifts.

Explore the Full Findings: Check out the interactive website here.