aes26 International Evaluation Conference

Author: Gerard Atkinson, Iris Ethics
Evaluation is typically applied to discrete policies and programs, yet organisations themselves require systematic assessment of whether they achieve their goals and align with their values. This presentation examines how evaluation practice can be adapted to assess an entire company, drawing on a case study from Iris Ethics where we designed and implemented an integrated company-level evaluation plan.

The objective is to demonstrate how evaluative thinking can bridge the fragmented approaches currently dominating corporate contexts. Here strategy evaluation focuses on financial/operational objectives, ESG operates as carved-out compliance, and program evaluation remains siloed. This matters because organisations exist within interconnected systems: programs, profitability, and stakeholder value cannot genuinely be disentangled, yet corporate evaluation practice rarely addresses them holistically.

The presentation makes three core arguments. First, whole-of-company evaluation requires integrated thinking across traditionally separate domains: financial performance, operational delivery, social impact, and stakeholder value, grounded in evaluation's systematic logic whilst incorporating corporate strategy, ESG frameworks, market research methodologies, and economic value-for-investment thinking. Second, evaluability must be embedded from the start: mission and vision statements developed with explicit monitoring and evaluation capability, avoiding vague aspirations that cannot be assessed. Third, evaluation must be integrated into operational platforms rather than existing as separate reporting exercises, making assessment continuous rather than episodic.

The presentation follows a case study structure using a start-up example: establishing why whole-of-company evaluation matters, presenting the step-by-step framework (including whole-of-company logic models), demonstrating how evaluation integrates with strategy, governance, financial management, and competitive positioning, and identifying transferable lessons. Building on methodologies developed for NFP and government sectors but adapted to incorporate profitability and commercial risk, it demonstrates evaluation's applicability beyond traditional boundaries.

It will comprise a structured Q&A and discussion on barriers to integrated company evaluation, and invites participants to identify how the profession can engage with this frontier of practice.