19 Jan, 2022

Try This: Check In on Your Strategic Plan

By |2022-01-19T16:40:42-05:00January 19th, 2022|Categories: Strategic Planning & Sustainability|Tags: , |0 Comments

Try this out and let me know how it goes for you.

On the road to becoming more data driven, and making sense of stakeholder data, organizations use the data to inform their strategic planning process.

A strategic plan, in short, is a written document that outlines an organization’s mission, vision, the context the plan is being developed in, strategic goals and steps for achieving them over a designated period. .

Like logic models, theories of change and similar documents, the process for developing a strategic plan can be tedious. As such, there’s more focus on getting the document “just right” as less on how to use the document to guide your work.

When you don’t have a plan for checking in on your strategic plan, you run the risk of it sitting on the shelf, collecting dust next to all the evaluation reports that don’t get read.

In all seriousness, a strategic plan is a living document. Each strategic goal has a desired outcome. As we know, life happens, and where we thought we would be may not be where we end up, based on a variety of circumstances. While your strategic plans are set in place, the path for achieving your goals and have shifted since the plan’s implementation. With this understanding, let’s explore how to use your strategic plan as an accountability tool.

This activity is ideal for:

  • Anyone responsible for leading a strategic planning process
  • Anyone interested in participating in the strategic planning process

Here’s what you need:

  • Your organization’s strategic plan
  • Whatever setup you use to capture your process (laptop, pen and paper, whiteboard, etc.) but make sure it’s kept in a place that you can refer back to

The steps:

(more…)
9 Jun, 2021

You Know Your Community Better Than Your Funder

By |2021-08-19T21:09:04-04:00June 9th, 2021|Categories: Strategic Planning & Sustainability|Tags: , |0 Comments

Find the alignment

One of my favorite blogs is Nonprofit AF by Vu Le, former executive director of RVC, a Seattle-based nonprofit that promotes social justice by cultivating leaders of color, strengthening organizations led by communities of color, and fostering collaboration between diverse communities.

My favorite blog post from Nonprofit AF is “Answers on grant proposals if nonprofits were brutally honest with funders“.

In the post, Vu mentions the imbalance of power between funders and nonprofits, leading to a lack of honest communication and feedback. This often shows up in grant applications for program funding. Vu writes:

“It’s not that we nonprofits lie when writing proposals, it’s just that…we’ve been trained to tell funders exactly what we think y’all want to hear, sugarcoating everything in jargon and BS.”

When I’ve had discovery calls with client organizations who want an evaluation done on a program, we’ve discuss program and evaluation goals. The staff member usually begins with, “Our funder wants…” or “Our funder is looking for…”

This reminds me of an earlier evaluation project I conducted. The program was very popular and attracted participants throughout the city. The executive director wanted to create a trial version of the program that would only accept participants from the same area of the city. The location of the trial program was in an area that’s now very popular, but was up and coming at the time.

I did a few site visits and observed that staff (the ones that worked exclusively at this location and ones that travelled between several program sites) were frustrated with not knowing what resources were in the area as well as who the key players were in order to build community relationships. Though the participants enjoyed not having to travel far to participate in the program, staff felt their time would have been better spent in areas of the city where they already had established relationships.

At some point, I asked the executive director for the rationale for the trial program being in this area. I was told that the funder was interested in having the program there. Staff conducted a community scan of similar programs in the area and discovered that there were none. Being the only program of its kind in the area was great from a funder’s perspective, but that still didn’t lesson the staff’s frustration. When the program ended, I included in my program evaluation report that staff support, staff input on program locations, and aligning staff expertise with funder vision should be prioritized so that staff feel successful in continuing with the trial program.

Since that time, I’ve asked during discovery calls, “Who knows your community more? You or your funder?”

(more…)
8 Jul, 2020

Your Plan B Should Be as Strong as Your Plan A

By |2021-08-19T20:56:28-04:00July 8th, 2020|Categories: Strategic Planning & Sustainability|Tags: , |0 Comments

Take off and land successfully.

I don’t like flying, but I do because I enjoy experiencing new locations, plus all of my family lives in Georgia and the majority of my current client organizations are not based in Washington, DC where I’m located.

It’s already unsettling being propelled through the air at 36,000 feet in a cylindrical tube, but one of the scariest aspects of flying for me is knowing that a twin-engine aircraft can fly with just one engine, at best, At worst, that aircraft can lose power in both engines and still travel for another 70 miles before reaching the ground.

Something like this should be scary, but what keeps me somewhat calm is knowing that pilots are highly trained and can handle most mechanical and weather situations (turbulence, ugh).

Can you imagine if pilots had to figure out how to land a plane without practicing? In addition to hours of training and the lessons learned in past aviation incidents, pilots learn how to communicate the relevant information to Air Traffic Control and flight crew.

So how does this apply to implementing your programs and services?

I once had a supervisor that would tell staff, “Your Plan B should be stronger than your Plan A”.

If your Plan A is strong enough, there would be no need for a Plan B, I thought.

As I move through the COVID-19 pandemic along with my clients, I see that my former supervisor and I were both right.

We’re living in uncertain times, and this was before the coronavirus pandemic. We’re used to routine and structure (Plan A). Even if everything is going well, there’s always something you can do to strengthen your programs and services (Your Plan B).

Planes are designed that in the event one or both engines fail, you can still glide and land safely. So, how can you build your Plan B?

(more…)
16 May, 2019

Try This: Take a Bird’s Eye View

By |2021-08-19T20:36:01-04:00May 16th, 2019|Categories: Strategic Planning & Sustainability|Tags: , , |0 Comments

There are various factors that impact your program.

If you’re a nonprofit or social service agency, chances are you run several programs and services.

These programs and services don’t exist in a vacuum. In fact, a variety of factors make up a complex system in which your program or service operates within, including budgets and available funding, policies (organizational as well as federal/state/local), organizational structure, staff leadership capacity, participant perceptions, internal and external stakeholders, and more.

We often lose sight of these and we can be in the thick of it, doing what we can to keep the program afloat. However, when we take a bird’s eye view, we see the context that programs and services operate under.

This activity is ideal for:

  • Staff responsible for developing and overseeing the implementation of programs, services, and strategies

Here’s what you need:

  • Sheets of paper or an erasable whiteboard
  • Writing utensils (pens, pencils, markers, or dry erase markers)

The steps:

Take your preferred writing utensil and either a sheet of paper or erasable whiteboard. Draw a large circle, and a smaller circle in the middle. Write the name of your program or service in the middle, like this:

(more…)
15 Nov, 2017

Are You Focusing on The Process or The Impact?

By |2021-08-19T20:00:56-04:00November 15th, 2017|Categories: Strategic Planning & Sustainability|Tags: , |0 Comments

Over the past year, I’ve become intentional in transitioning away from focusing solely on designing and implementing evaluations to working with my clients on building their capacity to do it all themselves.

And sometimes, I like to offer aspect of my services for free as a way of establishing a connection with a potential client. From a skills perspective, this helps me keep everything sharp. From a networking perspective, this puts me on the radar for future paid consulting work and referrals.

Recently, I offered to revised an evaluation tool for an organization providing small grants to community groups seeking to reduce abortion stigma. They want to develop an easy-to-understand evaluation tool that measures stigma pre and post grantee project interventions and measures overall project success.They are finding their current tool–a survey requiring grantees to provide open-ended answers–to be challenging for most of their grantees to understand, and want something that makes the process of giving feedback easier to obtain and to analyze.

In my work with past and current evaluation clients, some themes I’ve observed related to evaluation are A) a level of anxiety around evaluation as a whole given that evaluation tends to get a bad reputation, B) an interest in developing engaging ways to gather feedback that builds confidence in evaluation, and allows them to do the necessary follow-up with staff and the stakeholders, C) a question in how to implement feedback, or D) a mixture of A, B and C.

I see this more so with clients who are more grassroots or have a community organizing background as they ultimately go by direct community engagement for feedback, rather than on evaluations. Also, there is a sense of feeling protective of their programs, services, and campaigns, and no one wants to see that what they’re doing isn’t resonating with the communities they serve. So, finding a way to gather meaningful feedback and be objective of feedback that may be interpreted as negative is a balancing act.

For some background information, grantees receive small grants to develop a project/intervention that speaks to a level of abortion stigma: individual, community, institutional, media, and policy. Grantees have free reign to create what they want, with support from the organization, I made some preliminary edits to the organization’s evaluation tool, and provided some additional feedback:

First, before starting any process, understand what you want to evaluate. In this organization’s case, the current tool focuses more on the process the grantees went through in developing their project/intervention from conception to implementation. This is called a process evaluation.

An impact evaluation, on the other hand, would focus on the impact the grantees’ interventions had on their target audience(s). If a grantee expects A to occur as a result of their target audience(s)being exposed to their projects, did it really happen? If not, what factors may have contributed to this and how can they be addressed.

(more…)

This Is A Custom Widget

This Sliding Bar can be switched on or off in theme options, and can take any widget you throw at it or even fill it with your custom HTML Code. Its perfect for grabbing the attention of your viewers. Choose between 1, 2, 3 or 4 columns, set the background color, widget divider color, activate transparency, a top border or fully disable it on desktop and mobile.
Go to Top