Evaluation, Learning & Storytelling · Health Foundations · Corporate Philanthropy

Foundations that learn faster
invest better.

I help health foundations and corporate philanthropy teams design evaluation systems, strengthen grantee cohorts, and turn complex evidence into the decisions and stories that move your work forward.

$18M
grant portfolio managed (Pfizer Foundation, 20 countries)
150+
grantees across global health portfolios
15+
years in global health, philanthropy & evaluation
PhD, MPP
Duke University

Your evaluation report shouldn't end up on a shelf.

01

The report came back 80 pages. Your board wants 3 slides.

You commissioned an evaluation. Findings came in. They're technically rigorous, and practically unusable. You need someone who designs evaluation to be used, not just completed.

02

Your grantees are collecting data. None of it is telling you what you need.

Inconsistent methods, overburdened reporting templates, and a paper trail that doesn't add up to a portfolio picture. The insight is in there, getting to it is the problem.

03

You have a learning agenda in theory. In practice, nobody runs it.

Every strategic plan says "learning." Few programs have the infrastructure to do it. I help you build the systems, the habits, and the moments where learning actually happens, before the final report.

How I work with foundations

I work with a small number of clients at a time. Engagements are scoped, practical, and built around what your team will actually use, not what looks good in a deliverables list.

Evaluation & Learning Design

Independent, right-sized evaluation for foundations and grand challenges. I design and manage rigorous studies that your grantees trust and your leadership can act on, with findings built to travel beyond the final report.

  • Theory of change development and stress-testing
  • Evaluation frameworks and learning agendas
  • Grantee cohort convenings and capacity support
  • Mid-course reviews and rapid learning cycles

Portfolio Strategy & Measurement

KPI frameworks, dashboards, and lean measurement approaches that reduce reporting burden for grantees and increase strategic clarity for program staff, without turning every grant into an audit.

  • Portfolio diagnostics and strategy alignment
  • KPI framework and indicator development
  • Dashboard design for program and board use
  • Grantmaking criteria and selection process design

Impact Storytelling & Reporting

Every portfolio has a story worth telling. I help foundations find it and tell it well, turning complex multi-grantee evidence into compelling narratives for boards, donors, and communities. From field data to the story that justifies your next investment.

  • Annual impact and portfolio reports
  • Board memos and executive summaries
  • Funder-facing narratives and presentations
  • Learning briefs and field-to-strategy synthesis

Grantee Capacity Building

Strong grantees make strong portfolios. I work directly with grantee cohorts to build their capacity for evaluation, data use, and impact storytelling, so they can communicate what works, attract follow-on funding, and contribute meaningfully to portfolio learning.

  • Cohort-based storytelling and narrative workshops
  • Evaluation and data literacy for nonprofits
  • Individual and group grantee coaching
  • Impact report and funder communication support

Where this has shown up in practice

Fifteen years of working inside and alongside health foundations, global health programs, and corporate philanthropy teams: not as a generalist, but as the person who built the measurement infrastructure.

Pfizer Foundation · Duke Global Health Innovation Center

Global Health Innovation Grants Portfolio

Led portfolio design, selection, grantee coaching, monitoring, and learning for a $18M global health grants program spanning 150 grantees across 20 countries. Built the PMO standards, dashboards, and board reporting from the ground up over six years.

$18M portfolio 150 grantees 20 countries Portfolio design
USAID · Gates Foundation · Grand Challenges Canada

Saving Lives at Birth Grand Challenge Evaluation

Led a $1.8M+ multi-country evaluation of the Saving Lives at Birth innovation program across Rounds 1–8 (2011–2020). Findings directly informed future investment strategy and program design for the partnership.

$1.8M evaluation Multi-country MNCH Grand challenge
Mathematica · Gates Foundation

Access Collaborative Evaluation

Contributed as an external research consultant to Mathematica's independent evaluation of the Access Collaborative, a Gates Foundation-funded initiative to expand access to DMPA-SC in sub-Saharan Africa. One of several researchers supporting evaluation design, country deep dives, and learning.

Reproductive health Sub-Saharan Africa Independent evaluation
Pfizer · Wellcome Trust

AMR Surveillance Initiative, Kenya, Ghana, Uganda

Designed and managed an antimicrobial resistance surveillance initiative across three African Ministries of Health. Diagnostic testing increased 60%. Authored digital case studies and sustainability planning analysis.

AMR surveillance Ministries of Health 60% testing increase
Amgen

Access to Health Impact Framework

Aligned Amgen program goals with patient-reported outcomes and strategic KPIs. Built the measurement framework for the Access to Health portfolio with clear indicators for executive and board audiences.

Impact measurement KPI design Corporate health programs
Gates Foundation · UNC Carolina Population Center

Urban Reproductive Health Initiative Evaluation, India

Contributed as one of several researchers supporting impact evaluation of the URHI program in Uttar Pradesh during a UNC postdoctoral fellowship, assessing reproductive and maternal health outcomes in urban settings using mixed methods.

Reproductive health India evaluation Mixed methods
Sowmya Rajan, PhD, Founder, Catalyze Health Advisory LLC
PhD, SociologyDuke University · Applied social scientist, trained demographer
Master of Public Policy (MPP)Duke University
MBAIndia
Postdoctoral FellowUNC Carolina Population Center
Based in Chapel Hill, NCWorks with US and international clients

Rigorous by training.
Human by design.

I spent seven years inside Duke Global Health Innovation Center managing the Pfizer Foundation's global health grants portfolio, 150 grantees, 20 countries, $18 million in investments. I built the measurement systems, ran the learning cycles, and wrote the board reports. I know what it looks like when a portfolio works. And I know what gets lost when evaluation is treated as a compliance function instead of a learning one.

Before that, I led multi-country evaluations funded by USAID, the Gates Foundation, and Grand Challenges Canada, including a $1.8M evaluation of the Saving Lives at Birth program that ran across Rounds 1 through 8. I've designed measurement frameworks, built grantee capacity, and translated field data into strategy in Kenya, Uganda, Ghana, India, and across sub-Saharan Africa.

"The formal story of a grant portfolio is easy to tell: milestones met, populations served, outcomes measured. The more interesting story is the one underneath: the programs that had to adapt midstream, the indicators that changed, the funder-grantee conversations that shaped the work in ways no report fully captures. That is where the real learning happens."

I hold a PhD in Sociology and Master of Public Policy from Duke, and an MBA. I'm a trained demographer and applied social scientist who has spent a career building the bridge between rigorous evidence and the decisions people actually make with it. I founded Catalyze Health Advisory LLC in 2024. I'm based in Chapel Hill, NC, and I work with foundations, corporate philanthropy teams, and global health organizations across the US and internationally.

I work with a small number of clients at a time. If you're thinking about evaluation, learning strategy, or measurement infrastructure, I'd welcome a conversation.

Let's talk →

Selected Publications

Peer-Reviewed Article

Integrating Data to Evaluate a Global Health Grand Challenge

Biru, Taylor, Rajan et al. · Duke Global Health Innovation Center · 2023

Multi-method evaluation approach for assessing a major global health grand challenge. Examines how diverse data streams, quantitative, qualitative, and portfolio-level, can be integrated to generate actionable learning for funders and program teams.

Solo-Authored Report

Understanding Global Health Innovation Ecosystems: Insights for Innovators, Funders, and Policymakers

Sowmya Rajan · Duke Innovations in Healthcare

A synthesis of how global health innovation ecosystems function, and how funders can design investments that support sustainable scale rather than one-off innovation.

Report

Accelerating the Impact of Private Investments in Health Ventures in Developing Economies

Staples, Mutindi, Rajan · Duke Innovations in Healthcare · September 2023

Analysis of how private capital and philanthropic investment interact in health venture ecosystems in low- and middle-income countries, with implications for funder strategy and portfolio design.

Report

Launch and Scale Timelines and Trends of Maternal and Child Health Interventions

Rajan, Shahid, Hodges, Silimperi · Duke Global Health Innovation Center · November 2021

Systematic analysis of how maternal and child health innovations move from launch to scale, and what funders can learn from the timing, sequencing, and conditions that enable or slow that transition.

Evaluation Report

Evaluating Saving Lives at Birth: Rounds One to Eight (2011–2020)

Sowmya Rajan · Duke Global Health Innovation Center · USAID, Gates Foundation, Grand Challenges Canada · May 2020

Led evaluation of one of global health's flagship innovation grand challenges over a nine-year period. Findings informed investment strategy and future program design for the multi-funder partnership.

Digital Case Studies

Sustainability Planning for Surveillance of Antimicrobial Resistance

Sowmya Rajan · Duke Innovations in Healthcare · Pfizer, Wellcome Trust · Kenya, Ghana, Uganda

Digital case study series documenting AMR surveillance design and sustainability across three African health systems. Analyzes what it takes to build diagnostic capacity that outlasts the initial funder investment.

Let's talk about your portfolio.

I work with a small number of clients at a time. If you're a program officer, director, or foundation leader thinking about evaluation, measurement, or learning strategy, I'd welcome a 20-minute conversation.