Nonprofit leaders are getting help from an unlikely place – robots!

by: Leah Haynesworth

Robots are here and they are transforming how we solve complex problems, including those in the social sector. At the University of Southern California (USC) Viterbi School of Engineering’s Robotics Open House this past spring, we caught up with some budding changemakers whose robots are helping to create positive social change.

Changemaker #1: Jens Windau, a Ph.D student, Jens Windaufounded AIO Robotics. His company prints 3D hands and wrists in Los Angeles. Typically, prosthetics take approximately four to six weeks to be delivered and cost over $5,000. These 3D-printed prosthetics, however, can be printed in 24 hours and cost $20, significantly reducing the wait time and cost of prosthetics.

Jens has used his work to create a better Southern California by donating 3D-printed prosthetic hands and wrists to Children’s Hospital Los Angeles (CHLA). In the future, he said, 3-D printed prosthetics could expand to include other body parts, like feet.

Changemaker #2: Rorry Brenner has developed a vision-based system that allows robots to guide blind people through the grocery store. In his study, Rorry blindfolded 45 participants to see if they could find a box of Lucky Charms with this system. He witnessed 100% accuracy and is now trying to incorporate a high-definition camera into the system to increase speed.

Robotics has already started to combat pressing social issues, even though it is not necessarily the most obvious complement to social change. “There are problems that people don’t even consider tech being able to solve,” Rorry said.

Can robots help you? Where to start:

Curious to know if robots are in your future? Brenner recommends carefully examining artificial intelligence (AI) as a tool when looking to solve social problems. In order to capitalize on, or at least recognize, how robots can help affect change, those of us in the social sector should:

  1. Stay aware of the advancements in robotics and artificial intelligence
  2. Realize that there will be an increasing number of partnerships that can be created between the social sector and the field of robotics
  3. Start to understand what we do not understand; robots do not have to be seen as scary

To get you started, we wanted to share three resources that we have found about the cross-section between robotics and the social sector:

  1. Information about e-NABLE, a Google-sponsored community that prints 3D hands
  2. A story about how Jens and CHLA are using prosthetics to help children thrive
  3. Background on OpenAI, a recently created non-profit AI research company associated with Elon Musk whose objective is to advance open-source-friendly AI in a way that benefits humanity

We’re “geeking out” (and hope you are now, too!) about how robotics will impact the social sector in the future. Do you currently use robots in your social change work? Let us know how by commenting below.

Making Strategic Planning Real

by: Shannon Johnson

It’s time to get real…about making social impact in Los Angeles. That’s exactly what The John Gogian Family Foundation did on January 27th, 2016, in Torrance, CA. Lindsey Stammerjohn, Executive Director, understands that long-term sustainable social change doesn’t just happen – it needs to be carefully planned. So she and the foundation stepped up to the plate and hosted a forum for all their grantees (70+ in attendance, their highest ever) focused on “Making Strategic Business Planning Real.” Pretty awesome, huh? We thought so too.

I don’t mean to be Debbie Downer, but strategic business planning is (and should be) hard. You are asking and answering tough, strategic qDilys Garciauestions. Want to know what helps? Learning from others who have been there. That’s why we interviewed Dilys Tosteson Garcia, Executive Director at Court Appointed Special Advocates Los Angeles (CASA), throughout the forum. She candidly painted a real-life picture of the struggles and triumphs in her organization’s strategic planning process. Their process was of particular interest to the attendees as she and her team developed a bold and visionary plan to TRIPLE their impact while simultaneously undergoing a complete shift in their funding model. In the process, they strengthened their program model, invested in data systems and elevated their internal culture!

Thinking of starting a strategic planning process? As we shared during the forum, here are few tips to keep in mind:

  • A Strategic Business Plan becomes REAL when you not only define your desired impact in a measurable way but also align it with your business model, make sure you can afford it, develop a plan for how you’re going to implement it, measure your progress, learn along the way, and hold yourself accountable to it. PS – when all is said and done, it is a very, very powerful and beautiful thing and worth all the effort!

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  • Process is as important as content. Building a strategic business plan takes time, but it can be “chunked” out into 3 main steps:

Where are we today?

  • Engaging the “right” people at the “right” time is critical. Think about whom, when, and how different stakeholders (e.g. Board, staff, clients, funders, supporters) should be involved. Our motto: involve “early and often.”
  • Your plan should be adaptive. Strategies and plan can (and should) change over time. (Read more about emergent strategies here.)

A big thank you to The John Gogian Family Foundation, Dilys Tosteson Garcia, and all the inspiring nonprofit leaders who attended for an engaging, productive day!

Are you interested in Making Strategic Business Planning Real? Click here to learn more about Blue Garnet’s Impact Accelerator Strategy Labs.

The Top 10 Ways to Do Good with Data

by: Leah Haynesworth and Sithu Thein Swe

The Top 10 Ways to Do Good with Data

Data Scientists: The Unlikely Storytellers

As a team of social impact geeks, we love hearing about new, effective ways to create social change. Consequently, we recently sent two of our team members, Sithu and Leah, to the Do Good Data Conference in Chicago. The Conference, which took place from April 28-29, 2016, brought together over 800 individuals to learn about the present and future of data usage in the social sector. The conference sessions encompassed a wide range of topics, from “Pay for Success: Funding programs that measurably change lives” to “Unlocking the ‘So What?’: Better Data to Advance the Social Mission of the Arts” to “Dashboards and Databases: How Google Can Help.”

After taking time to digest all of their learnings, here are Sithu and Leah’s top 10 takeaways from the conference:

  1. Share learnings from your work – both positive and negative – to support the social sector’s development.
  • The next steps for foundations are managing information as well as producing and sharing knowledge, according to Bradford Smith, President of the Foundation Center. While there are great resources for the social sector, such as IssueLab, foundations should discuss their learnings with their grantees and peers.
  1. Move beyond Excel.
  • Excel is an oft-used tool in organizations’ analytical toolkits. However, there are other solid options to collect, store, report, and analyze data, including Tableau, R, and Python.
  1. Much of project feasibility is the ability to evaluate the project.
  • When launching a pay for success program, some key elements to consider are: outcome, populations, the organization’s quarter by quarter expenses for the next six to seven years, and accessing data for evaluation. Key term: “evaluability.”
  1. Use data to drive narratives.
  • Understanding and clearly communicating data are crucial in creating impact. “Your next role in life as a data scientist is a data storyteller.” – Steve MacLaughlin, Director, Analytics, Blackbaud
  1. Data is only useful if it is relevant.
  • “Data analytics and visualization are great and much needed, but if your data are bad or incomplete, or your outcomes are inappropriate, then all you have are pretty graphs.” – Fluxx
  1. Data is not a panacea.
  1. Start with the ends in mind.
  • When using data, it is critical to clarify the problems on which to focus, determine the right questions to ask, and understand the aim in using the data. Otherwise, it’s far too easy to become overwhelmed by the data.
  1. Create mindshifts in how your organization talks about data and its purpose.
  • Creating a data-driven culture isn’t easy, but Erika Van Buren, Director of Learning & Evaluation at First Place for Youth, takes a great approach. She works with team members almost like clients by supporting them from the initial program development phase and collaborating with them throughout the process.
  1. Are you ready and willing to make the tough decisions needed to be a data-driven, impact-oriented organization?
  • During the conference’s first keynote session, a leader from a prominent foundation said: “In 20 years, I’ve never seen data change anything. It takes courageous leaders to make the changes.”
  1. “Data science is easy; the ethics of prediction is hard.” – Tom Schenk, Chief Data Officer, City of Chicago
  • As Stephen Goldsmith, Professor of Practice at Harvard Kennedy School, mentioned, there are soft biases in all of our decisions. With data algorithms, however, we can make the biases explicit, transparent, and open for public feedback and iteration.

The conference sessions revealed the vast implications for data use in the social sector. Judging by the continual growth of the conference, the social sector as a whole is aware of the importance of data. What does this mean for your organization? How do you use data to inform your work and further your impact?

Does your (legal) form follow function?

by: Way-Ting Chen (with Giselle Timmerman and Taylor Chamberlin)

Deciding on the right legal structure for your social purpose organization or social enterprise can be a taxing process (pun intended), with many trade-offs to consider. Figuring out the differences between a Low-Profit LLC, Social Purpose Corporation, Benefit LLC, or traditional exempt organization is difficult enough to untangle, much less being certain of making the right choice for what your organization needs.

When considering legal structure decisions, start with the end in mind

Before deciding on a legal structure, consider your ultimate “ends”: your impact.

We’d like to help make this decision a little less tangled and a little better informed for you, and the first step is to answer the question, “legal structure for what?” Remember that in the world of social impact, your legal structure is just another means to achieving your ultimate ends: your impact. Simply put, your “ends” is your long-term organizational strategy, or intended ultimate impact. With the end in mind, you will have clarity about which legal status will help you to achieve your intended impact.

Let’s look at two client examples to put this approach into practice.

A supportive housing organization and a start-up apparel company both want to increase their financial sustainability while also growing their services. The supportive housing organization (let’s call it “Safe Haven”) is presented with the opportunity to develop a real-estate property adjacent to its building. The apparel company (we’ll call it “Sustainawrap”) is presented with the opportunity to create and sell products. How does each organization move forward with assessing the merits of these opportunities and their legal implications?

Safe Haven weighed the pros and cons of leasing market rate rental units or providing permanent supportive housing for homeless individuals. Their discussions landed on a critical question: Real-estate property for what end? They needed to define their intended ultimate impact in order to get clear and unified on what purpose the real estate property needed to serve. Ultimately, they realized they did not need a “cash cow” to generate unrestricted cash flow, so they committed to using this real estate for permanent supportive housing (using a hybrid legal model to minimize legal liability) to directly further their mission.

Safe Haven’s impact statement provided strategic direction: By 2023, North County homeless population will be reduced by 50%.

Sustainawrap weighed the pros and cons of launching a social enterprise to sell baby products. They struggled at first with defining how the social enterprise would contribute to their overall organizational strategy. After agreeing that their “ends” must be women’s self-sufficiency, they used their impact statement to help filter and guide decision-making.

Sustainawrap impact statement: By 2025, 100 homeless women living below the poverty line in LA County will be on the path to financial self-sufficiency. The means to their ends became creating jobs and selling unique baby products, so that impoverished women were employed. With this strategic goal in mind, business planning for their social enterprise was much easier, and they decided that a for-profit legal structure provided the simplicity and flexibility needed to achieve their ends. 

Organizations with similar mission statements may have very different impact statements. But, with clarity on their long-term strategic direction, the legal structure decision (along with many other critical choices) becomes simpler.

Finally, the expectations and perceptions we have of various legal structures is evolving. Based on the most recent Edelman trust barometer report, a full 80% of people agree that business must play a role in addressing societal issues.

"Scrooge McDuck"

A “for-profit” legal structure doesn’t make you a Scrooge McDuck

A for-profit structure doesn’t make you a Scrooge McDuck, just as a nonprofit status doesn’t put a halo over your head.  So, setting aside any expectations or stereotypes, make the hard decisions to figure out your intended impact and strategy, then make the legal structure decision that follows.

Click here for our briefing on what an impact thinking mindset is, and here for how you can become a better ‘impact do-er’. For further help with your social enterprise’s legal structure, check out Sustainable Law Group, and the webinar series we presented together with the Society for Nonprofits.

What do you get when you mix international development, problem solving, and a love of dance?

Blue Garnet is proud to introduce our newest pragmatic idealist, Leah Haynesworth! Leah is joining us as an Analyst, which means she’ll be rolling up her sleeves on the research and analysis that fuels our client work and on building our firm culture. Giselle Timmerman, a BG team member for almost nine years, sat down recently to welcome Leah and help you all get to know her. Here are some highlights from their conversation…

Giselle: Let’s start with your “why” – Why did you choose Blue Garnet?

Leah: For two reasons. One: I love solving complex problems and I’m very analytical, which draws me to consulting. Two: I’m passionate about social impact – I’ve worked in international development in both Uganda and New York and interned in corporate social responsibility (CSR) at NBCUniversal and The Walt Disney Company. So I feel that Blue Garnet offers me the perfect opportunity to apply my skills and experiences to help organizations better achieve social impact.

Giselle: Perfect combo indeed! What kinds of projects are you hoping to dig into?

Leah: Well, I’ve just started working with one of our corporate clients on Board leadership, so I’m eager to expand what I know about CSR. Blue Garnet also works with quite a few arts organizatinos, and I am also a trained ballet, modern, and jazz dancer, so it would be great to work with them. And I really am analytical by nature; it’s my default state. So I’m excited to apply that strength.

Giselle: The BG team takes developing our strengths seriously and we help clients do the same. You’ve taken a few strengths assessment surveys—apart from being analytical, what other strengths do you frequently rely on?

Leah: I loved taking these strength assessments and found them really interesting. Perseverance is one of my top strengths and I definitely am very goal-oriented. When I get involved in something, I have every intention of completing it.

It was a bit surprising to see that humor was my top VIA strength. I definitely like to be goofy and I tend to get along with different types of people, but it’s not always something I share right away. Fairness and judgment are also big ones for me. When I initially meet someone, I usually give them the benefit of the doubt.

Giselle: Where do you think your fairness comes from? Does your upbringing play a part?

Leah: I hadn’t really thought about it, but yes! My siblings are twins, so I had a front-row seat to an emphasis on sharing and fairness. 

Giselle: I’m curious to know more about your experience in Uganda. What was that like?

Leah: It’s a difficult experience to put into words. I really loved learning about international development in the field. And I learned something everyday, personal or professional—ranging from how to communicate in Luganda, the local language, to the sensitive issues surrounding working with commercial sex workers.

Giselle: So how did you shift from being an English major at Princeton University to being passionate about social impact?

Leah: While in undergrad, I studied in South Africa and volunteered as a teacher in a township that was in a poorer area of the city. I was deeply impacted by the dichotomy between rich and poor, blacks and whites. So then I was inspired to go back to Africa after I graduated and my passion for working in the social sector snowballed from there. That’s why I pursued work in Uganda and it’s also what eventually led me to USC’s Master of Public Administration program.

Giselle: I know that you collaborated on consulting projects with several local organizations while pursuing your MPA. A large part of Blue Garnet’s work is helping organizations make the shift to an impact thinking and doing mindset. In your own words, what does it mean for an organization to have a longer-term focus on impact?

Leah: I think it means that an organization is always looking to make its desired vision and strategy real. In other words, instead of only concentrating on social impact for specific projects, programs, and initiatives, an organization with a long-term focus on impact attempts to incorporate social impact into its organization overall and searches for ways to push the limits of its organizational capacity for social change.

Giselle: Finally, I have to ask, what’s your honest first impression of BG’s culture?

Leah: My third interview was with the entire team, which cemented my feeling that BG was the right place for me. I feel welcomed and part of a community of people who are smart and work hard, but don’t take themselves too seriously – that can be hard to find!

Click here to learn more about Leah and the rest of our team.

 

 

Setting (and achieving) goals take guts!

by: Giselle Timmerman and Taylor Chamberlin

Over the last several months, we’ve explored two of the three key components to setting and achieving individual goals (see developing a vision and establishing a plan). Today, let’s finish by tackling the final component: commitment and guts.

achieving goalsWhen you have developed a vision and established a plan to achieve it, the third step to effective goal-setting is to make these behavioral changes stick.

Much like a muscle, you can exhaust your willpower when you use too much of it. Plan ahead to conserve willpower and prevent yourself from slipping into situations that deter you from your goal. For instance, dieters can preempt future desires by knowing before entering a restaurant exactly what they will do and say when the dessert menu comes. To stay on track and accomplish your goal, identify a handful of obstacles that could block progress and decide exactly what you will do if these hurdles arise.

Another way to ensure perseverance towards your goal is to develop courage in small ways. To activate a “growth mindset,” you’ll need to manage fear of failure by courageously embracing mistakes as a necessary part of learning. Find creative ways to push yourself by exercising courage, and as an added benefit you will build your sense of self-efficacy, thus improving your ability to stick to your goal. I find Eleanor Roosevelt’s adage useful: Do something that scares you everyday.

Lastly, ensure that the activities you must do to achieve your become habits, which require far less willpower to maintain. To build new habits:

  1. Use cues that trigger your unconscious mind, such as a framed photo of mom next to the phone.
  2. Be honest with yourself every day on what you did to make progress. Ask yourself: How much effort did I put in today? How much progress did that create?
  3. Hook a new habit to an old one. This can be as simple as remembering to floss after you brush.
  4. Reduce the level of “activation energy” it takes to start your new habit. For example, put your running shoes right by the door, or keep your to do list visible on your desktop to easily tackle when you are waiting on hold.
  5. Enlist an accountability partner or coach (every great performer, from athletes to surgeons to managers now use them) and include them in the process of achieving your goals and building your habits.

There you have it – a researched and empirically tested way to dramatically improve your ability to achieve your goals. Blue Garnet works with clients to define and achieve success at the organizational level, but it’s a treat to share with you some tips for planning at the individual level.

Please let us know how you put your goals into practice, and what your experience has been with learning to achieve them. And of course if you have any questions, email us at hello@bluegarnet.net!

Tackling the “impact question”

By Jennifer Shen 

How many times have you heard the word “impact” or “outcomes” this week? We’re betting quite a few — we’d even say they’re buzzwords of the year.

In fact, at the recent 2015 Green Hasson Janks Nonprofit Conference, the discussion touched on these themes. We heard, “data is king […,] you need to measure results and understand your true costs […,] create case studies that highlight impact […,] and exceptional leaders are always looking 3-5 years out. Yup, though Panelists Fred AliRegina BirdsellPegine Graysonand Scott Pansky were addressing different issues like leadership, marketing and volunteerism, we heard all their observations as related to creating exceptional impact.

These themes are centered on a critical question that still begs to be answered: so what? Or put less provocatively: What is the specific impact your organization seeks? And how does what you do create that impact?

We believe a different approach is necessary to operate in today’s outcomes-focused world. One that aligns your intentions with what you do and the results of your efforts. Here are three tidbits to get you started:

impact, biz model, and learning are linked

Your impact, business model, and evaluation can and should be linked

1) Start with the end in mind. Creating social change is complex and takes a long time. Start by focusing on what you want your outcome to be over the long term, then develop your strategies to achieve that impact, rather than taking a quick-fix approach to answering “the impact question” on your latest grant report.

2) Link your strategy for impact, your business model, and your learning and evaluation efforts (see visual to the right). This link creates alignment and integration — you don’t have to separate the work of creating social change from figuring out whether or not that work is indeed making an impact. These elements are and should be mutually reinforcing.

3) Develop a common language. We need a shared language and reasonable expectations for funders and nonprofits to talk about output, outcomes and impact. Our current system incentivizes short-term thinking, and expectations around impact are often unrealistic. By creating opportunities for communication on this topic with both funders and nonprofits, we can begin a conversation that will create a more honest and effective social sector.

If you’re interested in taking this approach at your organization, take the next step by attending our upcoming workshop, “What You Need to Know about Outcomes as a Nonprofit Leader,” on October 23rd at First 5 LA’s downtown offices. Register now as space is limited, and learn more on our webpage.      


About Green Hasson Janks

Green Hasson Janks is one of the premier accounting firms serving nonprofits in Southern California. We have over 30 years of experience serving public charities and private foundations, and we are well-versed on current nonprofit benchmarking and governance issues. We offer our nonprofit clients a wide range of professional services including accounting, auditing, management consulting and tax planning and compliance.

Thank you to Donella Wilson and Green Hasson Janks for sharing this post on their blog!

Local Leader Spotlight: Colleen Mensel on sharpening your business model

El Viento provides children and young adults with opportunities for success in life through long-term relationships based upon: Mutual Trust and Respect, Exemplary Character, Skills Building, Leadership, Teamwork, and Learning. El Viento Foundation’s success will be measured by the happiness and fulfillment of our participants.

El Viento provides children and young adults with opportunities for success through long-term relationships. El Viento Foundation’s success is measured by the happiness and fulfillment of its participants.

What does it take for an organization to move from good to truly exceptional? For starters, it takes leaders willing to tackle tough strategic questions. Colleen Mensel, President and Chief Executive Officer of El Viento, is one such leader.

Colleen, along with Julie Taber, El Viento’s Operations Manager, participated in a bootcamp on “Sharpening Your Business Model” taught by Blue Garnet and sponsored by the Fieldstone Foundation. The bootcamp focused on how impact and business models fit together, what the key components of a business model are, and how to measure success. Simply put, the bootcamp experience “was something to help us with our compass and how to move forward.” When we spoke with Colleen in May, she shared why this process has mattered so much.

Taking an integrated view

Blue Garnet: Ultimately, why did you feel it was important to spend time sharpening your business model?

Colleen: When you look at how typical nonprofits move forward with their “business plans,” they really see many different plans, rather than seeing how they are all related on a more basic level. We now have an overarching model and everything plugs into that. We were able to share our model with our board and get their buy-in, and to take this model to our funders.[1]

Blue Garnet: Why was Board engagement in this process so essential?

Colleen: We were able to set realistic goals, down to the level of annual performance objectives. Before, our dashboard was all financial; now we are looking at multiple moving parts of the organization (e.g. kids’ retention rates, GPA). We’ve worked with the board to understand that our business model includes every aspect of the organization, not just finances.

Screen Shot 2015-08-17 at 1.45.02 PM

Developing a growth mindset, creating mindshifts

Blue Garnet: Having an overarching business model really seems to have shifted the way you and your organization think.

Colleen: Yes, it has. The business model [framework] helped us look at our core competencies and refine what we think is good, but good wasn’t enough for us. We are constantly asking ourselves how we can be better. This model integrates all the work we do, and following it has helped us to grow. In fact, it has helped us better think through future growth – we can see where we are and use the model to help us grow in different areas. We’ve decided to put together an Academy, and we went back to the [business model] framework to help us think through this decision.

Blue Garnet: Can you give me another example?

Colleen: We’ve looked differently at our measures. We make a 10-year commitment to our kids, and over the years we used to lose about 50%, which most thought was a good retention rate. But we asked how we could become better. The business model helped us look at our core competencies, especially how we interact with the students, and as a result last year our retention rate was 94%.

Screen Shot 2015-08-17 at 1.57.10 PM

Having the courage to change, taking risks

Blue Garnet: What does it mean to you to be an “impact thinker”?[2]

Colleen: You have to be aware of the dollars that are coming in so you can make the most of that generosity. If you aren’t an impact thinker, you’re doing a disservice to your contributors. We encourage everyone at El Viento to be impact thinkers, from staff to board to the people we collaborate with out in the community. We have to make the most out of the tools, time, and dollars we have—knowing that has made us a little braver.

Blue Garnet: Were there any challenges to making this shift?

Colleen: Impact thinking means always looking, having an idea of where you want to be, but also having the courage to change to improve. People questioned our change, and yet we pushed forward and now are in a better place. A year later, they can see the improvements. Working on our business model helped forge the way.

Blue Garnet: Can you share a specific benefit of this change?

Colleen: We looked closely at what we were doing. For example, we decided to do fewer, more meaningful and educational field trips. That was a hard change, but everyone sees the benefits now. Having a tool for assessing decisions, particularly with staff, helps you analyze and understand what you’re doing to be most effective.

Screen Shot 2015-08-17 at 1.55.07 PM

Seizing opportunities

Blue Garnet: What were some other tangible actions or results from this work?

Colleen: We now use our business model as a tool to assess decisions. We have used our model to evaluate a new opportunity that arose to get reimbursed from school districts for the tutoring we provide. Going back to the model helped us understand that we could take this opportunity and make it a social enterprise. We are also doing a pilot of another social enterprise and are looking at tailoring the learning experience to be more proactive rather than reactive. We are using our business model to understand how what we learn from this pilot fits into El Viento’s long-term strategy for impact. Having the basics on how to assess these opportunities is very helpful.

Screen Shot 2015-08-17 at 1.59.04 PM

We applaud Colleen for openly and generously sharing part of her leadership journey, as well as to El Viento for its tenacious commitment to helping children and young adults succeed. If you would like to dive deeper into how exceptional funders and nonprofit leaders become better “impact doers,” check your inbox in a few weeks for our Impact Doing Briefing or sign up to learn more about one of our upcoming Impact Accelerator workshops.

Related Links and Resources

  1. How El Viento makes a difference
  2. Blue Garnet’s Impact Accelerator Workshops
  3. Connect with El Viento on Twitter (@ElVientoFndtn)

[1] Blue Garnet defines three components of an organization’s business model: 1) what you do, 2) for whom you do it, 3) how you afford it.

[2] See Blue Garnet’s Impact Thinking Briefing for more on how to be an “impact thinker.” Link to briefing: Blue Garnet’s Impact Thinking Briefing.

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