Presenter s: Julie Simpson Director of Nonprofit Strategy & Capacity Building TCC Group @juliefaesimpson Grantmakers for Effective Organizations National Conference #2016GEO May 3, 2016 New Frameworks for Measuring Capacity and Assessing Performance Mary K. Winkler Senior Research Associate Urban Institute Center on Nonprofits & Philanthropy @MaryKWinkler Tyrone Spann Former Community Program Director Foundations of East Chicago @foundationsec
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New Frameworks for Measuring Capacity and Assessing Performance
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Presenters:
Julie SimpsonDirector of Nonprofit Strategy & Capacity
BuildingTCC Group
@juliefaesimpson
Grantmakers for Effective Organizations National Conference#2016GEOMay 3, 2016
New Frameworks for Measuring Capacity and Assessing Performance
Mary K. WinklerSenior Research AssociateUrban Institute Center on Nonprofits & Philanthropy
@MaryKWinkler
Tyrone SpannFormer Community Program Director
Foundations of East Chicago@foundationsec
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Agenda
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o Introductiono Organizational Assessment Tools
• The Performance Imperative• Core Capacity Assessment Tool
social sector.This is new work, and therefore requires new capacity.
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The Problem
But ourmodels ofcapacity building are too focusedon a one-way relationship
where funders provide support
for nonprofits to build their own
organizational capacity.
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a. 20 percentb. 47 percentc. 61 percentd. 75 percent
Foundation CEOs who say they DO support nonprofit assessment efforts
Measure4Change
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75 %Source: “Transparency, Performance Assessment and Awareness of Nonprofits’ Challenges: Are Foundations and Nonprofits Seeing Eye to Eye?” Buteau, Ellie, Mark Chaffin and Ramya Gopal in The Foundation Review 6, no 2 (2014): 67-80
Foundation CEOs who say they DO support nonprofit assessment efforts
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a. 27 percentb. 41 percentc. 59 percentd. 71 percent
Nonprofit CEOs who say they DO NOT receive support for assessment efforts
Measure4Change
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71 %Sources: “Transparency, Performance Assessment and Awareness of Nonprofits’ Challenges: Are Foundations and Nonprofits Seeing Eye to Eye?” Buteau, Ellie, Mark Chaffin and Ramya Gopal in The Foundation Review 6, no 2 (2014): 67-80 and State of the Nonprofit Sector Survey Results (2014). Nonprofit Finance Fund
Nonprofit CEOs who say they DO NOT receive support for assessment efforts
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Relational Capacity
But where’sthe attentionto relational
capacity
…and to thecapacity that funders and
others need to be good
collaborators? ?
The conversation on capacity building is evolving…
The ability of all organizational leaders to create & sustain the vision, inspire, model, prioritize, make decisions, provide direction, & innovate, all in an effort to achieve the organizational mission.
The ability of a nonprofit organization to ensure the effective and efficient use of organizational resources.
The ability of a nonprofit organization to monitor, assess, respond to and create internal and external changes.
The ability of a nonprofit organization to implement all of the key organizational and programmatic functions.
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Lifecycle StageThe systems needed for an organization to operate smoothly, including having policies in place, good staff communication, & initial evaluation efforts to improve programs
Broadening your approach to achieving mission impact beyond your core programs. This may include strategic alliances, partnerships, policy/ advocacy work or further outreach in your community
Close alignment between your programs and your mission/vision – and clarity in your organization as to how they relate
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1. Who are you? What do you want to be? Determine your organization’s role and aspirationsa. Macro, Micro, or Hybrid
b. What are your “relational communities?” What’s your organization’s appetite for growth over the next 5 years?
2. What is your current lifecycle stage? Assess your organization’s lifecycle
3. What are your priority capacity strengths and challenges? Assess your organization’s capacity needs
4. Who are the change agents to building capacity? Determine who needs to change
5. What do the change agents need to build capacity? What type(s) of capacity building support do they need? Determine whether the individuals or group are “ready to go” or “need to get ready”
6. What are the available resources to build capacity? Determine a cost-effective model for supporting capacity building
Steps for Targeted Capacity Building
Macro
Micro
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Foundation Core Capacity Assessment Tool
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FCCAT Five Core Capacities• Vision • Influence (internally
and externally)• Advocacy• DEI
• Grantmaking strategy, process, and budget
• Grantee relationships • Internal communication• Staff development and
performance
• Strategy/strategic planning • Creating foundation networks• Environmental learning• Evaluation• Innovation and
experimentation
• Cultural competency• Skills (e.g., evaluation, financial