15 Jun, 2022

Try This: The SOAR Analysis

By |2022-06-15T15:49:19-04:00June 15th, 2022|Categories: Strategic Planning & Sustainability|Tags: , |0 Comments

This this activity and let me know how it goes.

You’ve probably heard of the SWOT analysis. Strengths, Weakness, Opportunities, and Threats. It’s considered a traditional component of the strategic planning process.

It’s useful, for the most part.

What I mean by this is that, a glaring issue with the SWOT analysis is that the SWOT analysis has a tendency to focus on deficits within an organization, with the intent of fixing issues and problems.

This can often be draining to your stakeholders to always think of the problems.

Another issue with the SWOT analysis is that everyone has to agree that what’s considered a “weakness” or a “threat”, as much as their needs to be agreement on what’s a “strength” or a “opportunity”. This is really based on your perception.

Dismissing the SWOT analysis doesn’t mean dismissing potential barriers to your strategic success, but it does prevent us from creating experiences that’s more engaging during the strategic planning process.

Enter the SOAR analysis.

This activity is ideal for:

  • Board of directors, staff, and other stakeholders involved in your strategic planning process

Here’s what you’ll need:

  • Set aside a full day (or several) for this activity, where you can work with minimal uninterrupted (as we’re still in a pandemic, determine how this will work for an in-person setting or a virtual setting) Make sure to schedule breaks!
  • 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
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23 Mar, 2022

Try This: Reproductive Justice & Program Design

By |2022-03-23T13:02:14-04:00March 23rd, 2022|Categories: Workshop, Program, & Curriculum Design|Tags: , , , |0 Comments

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

I partnered with a client organization to engage staff and board of directors in understanding the Reproductive Justice framework, and its application to organizational programming and other areas respective areas.

We started with a RJ 101 session in December 2021, followed by a more advanced training for staff in January 2022.

During the January training, each program was presented, and we discussed, using the insights from the RJ 101 training, how each program currently embodies RJ values and principles OR how the program can apply these values and principles.

In comparison to the Reproductive Health and Rights models, Reproductive Justice is an organizing framework, prioritizing intersectionality and the leadership of communities of color and other marginalized identities to challenge and change structural inequities (Forward Together, 2005).

While the RJ framework is easy to understand and more relevant compared to the “pro choice” vs “pro life” debate, strategizing how to apply the framework outside of traditional community organizing contexts can be a challenge.

So, how can your programs prioritize the voices and leadership of the communities your organization supports? 

This activity is ideal for:

  • Anyone responsible for developing programs and services
  • Anyone responsible for leading and participating in program evaluation activities

Here’s what you need:

  • Set aside a full day (or several days) for strategizing, where you and your staff can work uninterrupted (as we’re still in a pandemic, determine how this will work for an in-person setting or a virtual setting) Make sure to schedule breaks
  • 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:

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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:

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27 Oct, 2021

Try This: Prioritizing Data Findings

By |2021-10-27T14:58:54-04:00October 27th, 2021|Categories: Research & Evaluation|Tags: , , |0 Comments

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

On the road to becoming grassroots and data driven, it’s tempting to start collecting data as soon as possible to determine your impact.

From funders and program participants to community leaders and policy makers, data you’ve gleaned from focus groups, informant interviews, and surveys juggle voices and perspectives of many stakeholders.

But once you have all this data, what do you do with it? And how do you prioritize these voices?

Here are 3 ways (from easy-to-do to more time-consuming) to prioritize your data findings.

This activity is ideal for:

  • Anyone responsible for leading data sense making processes
  • Anyone interested in participating in data sense making processes
  • Anyone interested in applying evaluative thinking into their work

Here’s what you need:

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

The steps:

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21 Jul, 2021

Try This: The RFP “YES” Checklist

By |2021-08-19T21:11:52-04:00July 21st, 2021|Categories: Consulting|Tags: , , |0 Comments

Try this out and let me know how it goes.

Last week, I posed 7 questions to consider before sending out a Request for Proposals (RFP) to evaluate whether your organization’s process for securing consultants is equitable.

Also occurring last week, I responded to a RFP. There were several reasons why I responded (knowing the person who sent it, interest in working with the organization, having the skillset needed, the project focus, etc.). However, I responded because this RFP:

  • Was clear, concise, and outlined everything I needed to know
  • Included the statement: “In line with our focus on equity and evaluation, we aim to reduce the burden on interested applicants.”
  • Limited the proposal to 5-7 pages
  • Was explicit in requesting proposals from independent consultants as well as partners
  • Included in the proposal requirements: “A brief work plan of the steps you propose, which we recognize are subject to change”
  • Lists the qualifications they’re looking for, but also stated they understood that no applicant or proposal will meet all qualifications
  • Specified that the proposal submission is the first step in a longer conversation with their time, with a small number of applicants being asked to have a brief phone call with the team
  • Didn’t request additional documents (most likely because they knew they would’t read through them)
  • The project sounds really interesting

What’s most impressive is that this RFP came from a philanthropic organization. When I emailed my proposal, I complimented the staff on how equitable their RFP was. The only thing the RFP didn’t disclose was the budget (and last week’s post shares why disclosing it is important.)

Regardless of the selection outcome, I hope this is the start of organizations developing more RFP equitable practices.

What makes you say “YES!” to responding to a Request for Proposals (RFP)?

Do you have a standard list of requirements? Are they consistent across RFPs, or do you make considerations based on situational factors?

Let’s create your RFP “YES!” checklist.

This activity is ideal for:

  • Anyone wanting a proactive approach to considering whether to submit a response to a Request for Proposals (RFPs).
  • Anyone responsible for creating RFPs

Here’s what you need:

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

The steps:

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