# **INTERNATIONAL EVALUATION ACADEMY FOR THE PERIOD FROM 1 JANUARY 2023 TO 31 DECEMBER 2023** **Charity Registration No. 1197772 (Charitable incorporated organization)** **INTERNATIONAL EVALUATION ACADEMY Annual Accounts and Trustee's Annual Report for the period from 1 January 2023 to 31 December 2023** **INTERNATIONAL EVALUATION ACADEMY FOR THE PERIOD FROM 1 JANUARY 2023 TO 31 DECEMBER 2023** ## **1 Charity information** **Charity Number** 1197772 (England and Wales) **Registered Office** 59 Laurel Crescent ROMFORD RM7 0RU **Trustees** Ian Goldman, President Weronika Felcis, Vice President Hur Hassnain, Treasurer Janett Salvador, Secretary General Urmilla Bob Nicole Bowman Scott Chaplowe Baguele Chilisa Osvaldo Feinstein Candice Morkel Ziad Moussa Beverly Parson Michael Quinn Patton Donna Podems Juha Uitto Sonal Zaveri **Accountants** Wisei Accountants Global LTD. 14 Morden Court Parade Morden London England SM4 5HJ **Bankers** Barclays Bank UK PLC **INTERNATIONAL EVALUATION ACADEMY** **FOR THE PERIOD FROM 1 JANUARY 2023 TO 31 DECEMBER 2023** ## **2 Trustee’s report** ## 2.1 Introduction As the trustees of the INTERNATIONAL EVALUATION ACADEMY, we are pleased to present this report, outlining our activities and achievements for the reporting period. This annual report aims to provide a comprehensive review of the activities undertaken by the International Evaluation Academy (IEAc) trustees throughout the year, in compliance with the United Kingdom’s **Charity Commission** regulations. The International Evaluation Academy was conceived of and the idea endorsed at the IDEAS Prague Conference of 2019 and in the Prague Declaration (https://ideas-global.org/wpcontent/uploads/2019/10/Prague-Declaration-4-October-2019.pdf). Since then a process of establishing the Academy took place, leading to its formal establishment of a UK based Charitable Incorporated Organisation (CIO) in February 2022. The Academy has gone a process of consolidation of the working systems and structures and the development of a work programme. This report is the second Annual Report of the Academy. This timeline highlights key milestones that mark the Academy's evolution from initial discussions and strategic planning to legal incorporation and impactful initiatives. Each year has been a stepping stone towards building a robust and inclusive institution dedicated to advancing the field of evaluation. Through collaborative efforts, innovative programs, and the establishment of membership categories, the IEAc continues to promote excellence in evaluation practices worldwide. ## **INTERNATIONAL EVALUATION ACADEMY FOR THE PERIOD FROM 1 JANUARY 2023 TO 31 DECEMBER 2023** ## 2.2 Charitable objects Advancing Education and Science: Our primary focus is the advancement of education and science in the field of evaluation. We are dedicated to promoting the theories, methods, and practices related to evaluation. By doing so, we aim to enhance the understanding of the merit, worth, and value of various aspects of our society. Promoting Sustainable Development: In alignment with the principles of sustainable development, we are dedicated to: - (A) The preservation, conservation, and protection of the environment, emphasizing the prudent use of resources to ensure a sustainable future. - (B) The relief of poverty and improving living conditions in socially and economically disadvantaged communities. - (C) Pursuing other related charitable purposes as determined by the trustees. - 'Evaluation' means determining the merit, worth or value of something or the product of that process. 'Sustainable development' means development that meets the needs of the present without compromising the ability of future generations to meet their own needs. ## 2.3 Vision and mission ## **Vision** The Academy embraces the vision of Agenda 2030 and its Sustainable Development Goals, as well as the Paris Agreement in promoting a world moving away from its current destructive path to one that is regaining climate and ecosystem resilience and health and promoting sustainable livelihoods for all, with evaluation supporting evidence-informed transformational change. It is guided by the Global Evaluation Agenda and Prague Declaration on Evaluation for Transformational Change that visualizes a world where evaluation practices are an integral part of all governments, civil society, and private sector development efforts. ## **Mission** We volunteer to contribute to the transformation, influence and professionalization of scientific evaluation practices to address economic, social, and environmental sustainability challenges. We use participatory practices and partnerships with diverse sectors of society to build, learn, share, and use a credible body of knowledge about the processes and consequences of systems and interventions aimed at building the resilience and sustainability of the world. ## 2.4 Values and principles To address the required planetary transformations towards a just and sustainable future requires transformational values. Hence the Academy is committed to equity, justice and diversity, and to be selfreflective, open, respectful, inclusive and honest in all its activities. ## 2.5 2023 Achievements and Performance ## **INTERNATIONAL EVALUATION ACADEMY FOR THE PERIOD FROM 1 JANUARY 2023 TO 31 DECEMBER 2023** The International Evaluation Academy (IEAc) outlined a strategic roadmap in its 2023 work plan to further its mission of promoting transformative evaluation practices. The Key immediate priorities are: The following table contains the details of the results achieved in 2023: |||||| |---|---|---|---|---| ||**June 2023**|**Dec 2023**||**Progress**| |||||| |||||| |**Direction**|Role of the Academy clear and being
shown in practice - clear agreement on
vision and mission|Document which shows how we bring
about the changes/resilience we are
seeking, and the role of evaluation within
that (from launch) (build scenarios)
Summarises how we see the state of the
world.||Developing| |||||| |||||| |Transformation|Publication on orientation on
decolonisation and indigenisation for
creating an ecojust world|||JMDE special edition| |||||| |||||| |Evaluation||||| ||JMDE special edition on decolonisation
|||| ||of evaluation|||| |||||| |||||| |Role of science
academy|Publication of founding vision and
approach to creating a
regenerative/eco-just world and the
role of evaluation.|||Delay to 2024, after GEF
conference| |||||| |||||| |**Programmes/**
**work**|Exemplary cutting edge work started
grounded in theory.
Small grants system operating.
Spaces happening where people can
create cutting edge work, including
empathy|At least ⅓ of the Council is involved in
some activities and clarity for others of
how they can propose and get involved.
Webinars on these topics
●
academy-led
●
for those on the ground
currently doing an evaluation
on the ground - supporting
local action, and getting
feedback||CRG members involved (6) plus
others in webinars etc.
Not happening - possible
system science project
Started
Proposed a blog for AEA on this:
https://aea365.org/blog/?s=+Tr
ansformational+Eval+Week
Webinars:
https://www.youtube.com/@in
ternationalevaluationaca334| |||||| |||||| |**CWA flagship**
**activities**||||| |||||| |||||| |System sciences|Document to show how different|||Part of document for 2025| |||||| ## **INTERNATIONAL EVALUATION ACADEMY** ## **FOR THE PERIOD FROM 1 JANUARY 2023 TO 31 DECEMBER 2023** ||||| |---|---|---|---| ||**June 2023**|**Dec 2023**|**Progress**| ||||| ||||| ||theories/system sciences can inform
what evaluators are trying to do to build
decolonised/indigenous based||| ||||| ||||| |Criteria/ principles|Launched by the Academy||Being tested in training| ||||| ||||| |Decolonisation|JMDE Special Edition||Done| ||||| ||||| |Climate/food|Action-research programme designed to
explore incorporating
climate/ecosystems/equity.||Concept developed with GEI but
needs fundraising| ||||| ||||| |**Council initiatives**|Council has indicated which are still
relevant and QA process applied|Some initiatives starting|Outline for new role being
presented. Ideas for new
initiatives being stimulated.| ||||| ||||| |**Board**|People are passionate about creating
empathetic, innovative work. They are
actively involved in committees in a
passionate company culture.|Revised composition of the Board to
account for broader thinking on our role.
Constructive debate about the role of
evaluation for the future not the past|Board is active with committees
meeting as needed. Selection
process needs to be developed
as board involvement increases.| ||||| ||||| |**Council**|Board has a new chair, regained trust of
Council, and reviewed Council's role in
relation to the Academy. Planned
initiatives are underway.|As Board plus: Fully active|Process over 10 months has led
to an agreed proposal for
Friends and some enthusiasm
for change| ||||| ||||| |**‘Fellows’**|Rethinking the roles with a more
ecological model, clarifying difference
with Council|Fully active with ‘fellows’ in place|Rethought role being presented
at this Board meeting| ||||| ||||| |**Committees**|Internally each committee operating
with active members - by Jan new
committees operating with simplified
and clear TORs|Work programs (medium term) aligned
with the Academy's objectives, reviewed
transversally to avoid overlaps and
strengthen coherence.|TORs for Outreach, others to be
finalized.
Roles for some like Fellowship
becoming clearer.| ||||| ||||| |**Partnerships**|Outreach strategy is being defined
based on partnerships and
institutionalization. MoU signed with
IDEAS|Implement it, monitor it, evaluate it and
make the necessary changes.|Fundraising strategy being
tabled.| ||||| ||||| |**Policies**|Proper document management/ version
control. People well versed in policies.
Small grants policy approved|Policies refined and simplified to match
the direction - framed in terms of rules -
should be based more on principles.|Small grants policy approved.
Policies need review based on
emerging revised direction.| ||||| ||||| |**Administration/**
**finance**|Charity requirements met. Coordinator
role reviewed. Bank account finalized.
Work file updated.|Secretariat operational.|New coordinator appointed and
operating with different
mandate and more cost
effective model.
Bank account completed.| ||||| ||||| |**Communicatio n**|Develop strategies for internal and
external communication to re-engage
members, increase IEAc's visibility,
attract partnerships, and position IEAc
as a key player in global evaluation and
the 2030 agenda.|Implement it, monitor it, evaluate it and
make the necessary changes.|Outline strategy agreed with
Bitrix being piloted by
ExComm+ and assisting;
internal newsletter; more active
social media. New emails for
officers not yet sorted.| ||||| **INTERNATIONAL EVALUATION ACADEMY FOR THE PERIOD FROM 1 JANUARY 2023 TO 31 DECEMBER 2023** ## **The work content** In 2023, the International Evaluation Academy (IEAc) initiated an ambitious work program to advance conceptual and practical contributions, build its reputation, and strengthen its internal structure. Five Collaborative Work Areas (CWAs) were planned, targeting decolonization, indigenization of systems and evaluation, systems sciences, and environmental justice, among others. These efforts aligned with IEAc’s vision to foster more inclusive and just evaluation systems. One of the year's main highlights was the successful release of the Journal of Multidisciplinary Evaluation (JMDE) special issue on decolonizing evaluation on July 20, 2023 (https://journals.sfu.ca/jmde/index.php/jmde_1/issue/view/77). As a follow-up the Academy provided a keynote conversation on decolonising evaluation between Nicole Bowman, a Board member and First Nations American, and Ian Goldman, The President of the Academy at the European Evaluation Society online conference in November 2023. At this same event Michael Quinn Patton and Weronika Felcis ran a training on principles for evaluation system transformation. The JMDE special edition marked a significant milestone and set the foundation for further discussions and initiatives within the Academy. In line with this, a webinar was organised on November 1 focusing on decolonizing national evaluation systems. A Decolonising National Evaluation Systems work group was established as a result, including both Academy members and external partners. The Global Environmental Facility invited the Academy to collaborate on the 4th Conference on Evaluating Environment and Development, initially planned for October 2023, but then postponed to March 2024 on Integrating Environmental and Socioeconomic Domains for Sustainability. It was agreed that the Academy would present three sessions: Decolonising Evaluation; Mainstreaming ecosystem health, and equity lens into all evaluations; and a Systems Design Quest. The Academy also sponsored the Transformational Eval Week on the AEA blog from December 10[th] to December 16[th] . Twelve members submitted blogs and contributed to this event (https://aea365.org/blog/). However, some initiatives, like the CWA on climate, food, and environmental justice faced challenges, including funding constraints. ## **Revisiting the role of Fellows/Council** The Academy also made progress on several structural fronts. A redefined role for Council members and Fellows was proposed, merging the two into a single "Friends" category to encourage member engagement and foster collaborative work on transformational initiatives. Other categories such as Evaluation Scientist Leader and Evaluation Scientist were also created. **INTERNATIONAL EVALUATION ACADEMY FOR THE PERIOD FROM 1 JANUARY 2023 TO 31 DECEMBER 2023** This new model was well-received and further developed, with plans to communicate it widely. While some initiatives, like the Systems Science proposal, were delayed until 2025, the groundwork was laid for their future implementation. Internally, the IEAc focused on strengthening governance and operational structures. New roles were defined within the Board and its committees, fostering greater clarity and involvement across key areas. The small grants system was activated, and the approval of policies such as the Quality Assurance and Enhancement (QAE) and Small Grants Program (SGP) marked significant steps forward. The Academy also initiated the design of an internal and external communication strategy, intending to raise awareness and position IEAc as a relevant actor in the global evaluation landscape. Despite some delays, such as the climate action research initiative with GEI, the year was marked by progress across various fronts, setting a strong foundation for continued growth. With a clearer role, engaged members, and ongoing initiatives, the IEAc is poised to build on these achievements in the coming years. ## 2.6 2024 work plan The following table outlines the key priorities for 2024 and 2025, focusing on transforming evaluation practices, fostering collaboration, and addressing critical global issues such as decolonization, power imbalances, and the role of evaluation in promoting social and ecological transformation. These initiatives are designed to further the Academy’s mission and will be implemented through the Collaborative Work Areas (CWAs) to ensure a comprehensive and inclusive approach. ## **INTERNATIONAL EVALUATION ACADEMY FOR THE PERIOD FROM 1 JANUARY 2023 TO 31 DECEMBER 2023** ## 2.7 Conclusion In conclusion, we remain steadfast in our commitment to advancing the science of evaluation, promoting sustainable development, and pursuing other related charitable purposes. We are excited about the future and the positive impact we can create in line with our charitable objects. ## **Approved on behalf of trustees** President, International Evaluation Academy 31 October 2024 **INTERNATIONAL EVALUATION ACADEMY FOR THE PERIOD FROM 1 JANUARY 2023 TO 31 DECEMBER 2023** ## **3 Financial information** **1. Chartered certified accountants' report to the trustee's on the preparation of the unaudited statutory accounts of International Evaluation Academy** In order to assist you to fulfil your duties under the Charities Commission, we have prepared for your approval the accounts of INTERNATIONAL EVALUATION ACADEMY for the period from 1 January 2023 to 31 December 2023 as set out on pages 6 - 8 from the Charity's accounting records and from information and explanations you have given us. As a practising member firm of the Association of Chartered Certified Accountants, we are subject to its ethical and other professional requirements which are detailed at https://www.accaglobal.com/uk/en/aboutus/regulation/rulebook.html Our work has been undertaken in accordance with the requirements of the Association of Chartered Certified Accountants as detailed at http://www.accaglobal.com/content/dam/ACCA_Global/Technical/fact/technical-factsheet-163.pdf. Please see the next page for our report on income statements. Muddssar Shahzad FCCA Director Muddssar Shahzad Wisei Chartered Certified Accountants 14 Morden Court Parade Morden London England SM4 5HJ 020 8050 5079 www.wiseiaccountants.co.uk **INTERNATIONAL EVALUATION ACADEMY FOR THE PERIOD FROM 1 JANUARY 2023 TO 31 DECEMBER 2023** ## 3 Statement of financial activities as at 31 December 2023 |!"#$%$&()*)$+# ,)-.I$.)$0
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