Laudes Foundation, a family foundation based in Europe, is responding to the dual crises of
inequality and climate breakdown through synergistic and collaborative efforts in finance and
capital markets, the fashion industry, and the built environment. With an ambition this broad and
a global system so huge and complex, what kind of evaluation and learning system could most
usefully help guide and evaluate the change?
Key Performance Indicators (KPIs) had given focus and direction to the foundation staff and
trust and confidence to Board members, who were used to assessing (and viewing) progress
using KPIs (sales, revenues, costs) measured quarterly against targets. Nonetheless, these
were not systemic nor focused on quality, and they often diverted the foundation from
addressing root causes in pursuit of achieving targets.
With the help of Jane Davidson and Thomaz Chianca, Laudes Foundation understood the
limitations of KPIs and went searching for a better way – a systems change-savvy, rubric-
enhanced approach that measures what really matters.
In 2020, Laudes defined its strategy and Jane and Thomaz facilitated the development of a
systemwide theory of change (https://toc.laudesfoundation.org/). These were two essential
ingredients for the development of the rubric-based measurement and learning system. The
approach is grounded in a systemwide theory of change from which rubrics were developed to
track key outcomes and impacts. Rubrics allowed for a more nuanced and systems change-
grounded approach, one that could flex as change emerged (https://www.laudesfoundation.org/grants/rubrics).
This session will be of particular interest to advanced users of rubrics who are interested to see
them used as part of a robust and comprehensive system that drives as well as tracks systemic
change with an unapologetically ambitious and ambidextrous agenda: equity and sustainability.