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You’ve got a goal–what comes next?

by: Giselle Timmerman and Taylor Chamberlin

There are three key components to setting and achieving individual goals: developing a vision (see our post on this topic here), establishing a plan, and committing to the journey. Last month, we shared how you can develop a clear vision; today, let’s tackle planning for success.

Planning

You know your goal and why it matters to you. Most people stop here, and that is why so many goals fall to the wayside (over half of Americans don’t make it to June on their New Years Resolutions[1]). Consider the reality of where you are today, and what actions or improvements are necessary to close the gap between where you are now and where you want to be. To focus your energy on activities that matter to successfully achieving your goal, ask yourself: What areas do I need to develop to realize this goal?

Think of the 3-4 activities that matter most to achieving your goal—the “how” to achieve your “what” (i.e. your goal)—as your “big rock” activities. Here is a quick clip from Franklin Covey explaining why we must prioritize the big rocks in our life to accomplish our goals. Write down your 3-4 activities in priority order, to translate your goal into real behaviors that get rid of any wiggle room.

For example, say I want to learn a new language. First, I would do some visioning and define the exact proficiency level I am aiming for, and then I would define the major activities needed to be successful, such as signing up for a class and finding a language partner. After you write down the major activities (big rocks) to achieve your goal, jot down any resources or tools related to those activities that you would need.

Stay tuned for part 3 of our goal-focused series, coming next month!

 


 

[1] Mona Cholabi, data journalist at FiveThirtyEight, on NPR, January 4, 2015 

The Two Essentials for Amplifying Impact: Interview with Sara Beggs of Exponent Philanthropy

Think impact assessment has to be costly, drawn out, or tedious? Think again. Sara Beggs, the mastermind behind the 10-minute impact assessment, recently spoke with us to share “the 10-minute impact assessment,” a simple tool to increase impact and identify behaviors where you can focus energy and grow.

As Senior Program Director at Exponent Philanthropy, an organization dedicated to empowering philanthropists to leverage their resources and amplify their impact, Sara has taken this assessment on the road, sharing it funders in LA and nationwide. Read on for highlights of our conversation!

Inspiration behind the ten-minute impact assessment

We all want evidence that our efforts to support positive social outcomes are effective, but impact can be intimidating. We at Blue Garnet believe there is a rigorous yet practical and approachable way to discuss impact, evaluate your behaviors, and improve. So does Sara:

Small funders that needed an accessible way to think about impact inspired us to develop the assessment. We brought together a 45-member working group to help us better understand what they were experiencing in the field, and we had a breakthrough when a member mentioned how useful a diagnostic tool could be.

Now, with the 10-minute Impact Assessment, funders can identify where they are on a simple spectrum (from “thinking about impact” to “planning for impact” to “amplifying impact”). Then, using the accompanying resources, they can identify opportunities and measure their improvement over time, to ultimately spur more impactful grantmaking.

We at Blue Garnet see Exponent Philanthropy’s assessment as a simple starting point for both staff and Board to catalyze conversations around impact.

Resources for organizations interested in evaluating their impact

Blue Garnet believes that evaluation can serve as a learning opportunity, helping an organization to move toward their intended impact, instead of retrospectively answering the question of whether we reached a target. Exponent Philanthropy encourages this mindset by providing resources to funders:

Once a foundation takes the assessment, they want to know is what to do next. So, we included tips, resources, and examples of how other foundations have improved, so that after competing the assessment, foundations are equipped to move the conversation forward and begin to make more intentional and effective decisions.

The assessment’s results

Understanding where your organization is at today is only the first step of the journey. How mini case-Swayne Foundationhave leaders used the assessment as a springboard for improvement? Sara shares:

The assessment engages decision-makers to contribute insightful ideas, empowering them to contribute and ask good questions to move the organization forward. After the assessment, they see impact as a journey where they will continuously learn, improve, and push the envelope by asking, “How can we do more?”

They use the assessment to create greater focus, and to understand steps they can take to make measurable progress toward their desired impact.

Where Exponent Philanthropy is taking it

Sara and Exponent Philanthropy aren’t resting on the success of the assessment—they too are on a journey to deepen their impact.

We’re excited to be developing an online version of the assessment. With this new iteration, organizations will quickly be able to analyze their results and benchmark to similar organizations.

We will continue to leverage the resources developed for the assessment, share stories about how organizations are moving along the impact spectrum, and help funders to start taking clear steps toward increased impact. The assessment prompts important conversations and mind shifts, which can have a profound impact on an organization’s grantmaking. Moving forward, we’re excited to help prime even more philanthropies for amplified impact.

The two essential things you can do to amplify their impact

  1. Be intentional. If you are not thoughtful about what your organization chooses to do (and not do), you may become so overwhelmed by the things you say yes to that you miss out on better aligned opportunities. Furthermore, deliberate decisions will help you to be more adaptive in this rapidly changing and complex environment.
  2. Bring all of your assets to the table. You may not realize that in additional to financial support, your thinking, influence, and bird’s eye view of the sector can prove extremely valuable to your grantees and your community. Think creatively and you’ll be surprised at what you can do!

To download the (free) 10-minute impact assessment, click here. For additional information about Exponent Philanthropy, check out their website or follow them on twitter, and for additional resources on impact, including our impact thinking briefing, check out Blue Garnet’s resource page.

by: Taylor Chamberlin

Set a vision, then make your individual goals “SMART-EST”

by: Giselle Timmerman and Taylor Chamberlin

business08It’s hard to believe, but we are already more than halfway through 2015. Are you coasting along with your New Year’s resolutions? Or, like over a third of all Americans, did you give up before the making it through January[1] (no judgment, we promise)? Regardless, we believe the principles of effective organizational goals apply to you as an individual, so we’d like to share some surefire strategies for setting and following through on your goals.

The research is clear: those who set effective goals are happier and more successful in their personal and professional lives. There are three key components to setting and achieving individual goals: developing a vision, establishing a plan, and committing to the journey. We’ll explore each of these components over the course of this summer but today, let’s tackle part one: developing a vision.

Visioning

Select a goal you want to accomplish. To make sure it is right for you right now, test it using the following three filters:

  1. Are you excited and motived to accomplish it? If your motivation is below a 7 on a 10-point scale, consider revising or selecting a different goal.
  2. Does this goal help you to be who you really want to be?
  3. Do you have the skills and resources to start making progress tomorrow? If your answer is not a solid “Yes!” then this is where the help of a coach can be extremely useful.

You may have heard of “SMART” goals, but to be exceptional, we recommend you make your goal the SMARTEST it can be:

Specific – Clear and detailed (e.g., call my sister weekly vs. have a better relationship with my sister).
Measurable –Criteria and tools to monitor progress (e.g., run a 5k by May vs. get more exercise).
Attainable – Achievable, but still challenging. Otherwise, this goal is nothing more than a wish or dream.
Realistic – Logical, given your time, money, resources, and skills.
Time-bound – Limited by a deadline, otherwise you may sow the seeds of procrastination.
Emotional – Triggers intrinsic motivation. Does the goal give you goose bumps when you think of achieving it?
Significant – Should contain words of special meaning. What is your “why”? Why would you regret not accomplishing your goal?
Toward – Invokes a growth mindset by focusing on how you can learn. A growth mindset means effort matters, making challenges or setbacks easier to deal with.

After running your goal through the three filters and making it “SMARTEST,” you should have something that is ready to polish. Goals that are vivid are more compelling and thus more likely to be achieved, so take ten minutes to detail what you are striving for. What does accomplishing this goal look like? Feel like? How would your life be different if you were doing this thing all of the time?

For example, if you’re excited, motivated, and ready to train for a triathlon, close your eyes and imagine crossing the finish line at the end of the race. Envision the crowds, imagine your tired muscles, and picture displaying your medal prominently at your house. Then write down your vivid and compelling vision, along with your succinct goal statement.

Once you have polished your goal into a meaningful statement (worthy of showcasing as a new your desktop background), you’ve completed part one! Let us know how you decided what your goals for 2015 are in the comments below.

[1] Franklin Covey Survey, 2008, n=15,031