Archive for July, 2010

Program Officers Describe Keys to Success when Working with Grantees

Wednesday, July 28th, 2010

In her blog post of last week, Linda Wood described the benefits to philanthropy when funders participate in “more truth-telling and candor.”  Her comments are right in line with the findings we report in Working with Grantees: The Keys to Success and Five Program Officers Who Exemplify Them. But it can be difficult for program officers to create the conditions in which grantees can be totally honest about what’s working and what isn’t.

In his video interview, Chris Kabel, one of the high-performing program officers highlighted in the report, talks about the art and science of building strong relationships with grantees. According to Kabel, the ‘art’ portion of the equation is the ability to create trust with one’s grantees. That trust, he says, helps grantees feel safe enough to share their challenges – rather than sweeping them under the rug. The result is a partnership focused on solutions that can lead to more effective philanthropy.

 

To learn more about the elements of positive funder-grantee relationships, we encourage you to view interviews with three of the program officers featured in the report.

Alyse d’Amico is Vice President – Programming, Communications, and Development at CEP.

More Truth-Telling and Candor?

Wednesday, July 21st, 2010

“Talk about sharing sensitive material! Wow.” This was just one of a number of similar comments the Haas, Jr. Fund received from nonprofit and foundation colleagues reacting to the level of truth-telling and candor shown in short video clips we recently posted of executive directors talking about coaching. 

David_Haas_video

In these videos, successful, highly regarded nonprofit executive directors describe the issues that they are working on with their Haas Jr.-funded coach. We hear from a long-time executive director and public official pushing through fear to take on work that would be new and risky. From another about the difficulty of taking a different leadership stance when she moved from the #2 position to the #1 executive director role for the first time. From still another about how to assess whether she would continue to be the right leader for the organization’s next phase. 

Hardly unique challenges for nonprofit leaders. But what seems to have struck a chord is their willingness to “tell it like it is”: to acknowledge strengths and weaknesses and to describe the value and impact of reaching out for support. 

What would it take for truth telling and candor to catch on in philanthropy, so that comments like these don’t feel like such a breath of fresh air? Much has been written in recent years about the need for greater honesty, transparency and even partnership between funders and grantees. 

A year ago, the Skoll Foundation introduced the notion of “radical transparency,” based on the experience of Forge, an international organization (led by executive director, Kjerstin Erickson) that used the Skoll community as a sounding board for deep organizational issues. Most folks in philanthropy understand well the steep risks of investing in start-up nonprofits. Yet the philanthropy blogosphere – and even the Wall Street Journal – was rightly abuzz when this social entrepreneur went “open kimono,” to quote the blogs, and took a candid and humble approach to reaching out for advice and financial help. And, it worked; they raised money. 

We can also thank the Center for Effective Philanthropy who got the ball rolling in the direction of truth-telling when it started the anonymous Grantee Perception Report that gives foundations, often for the first time, the unvarnished truth about how helpful – or not – they are to their grantees’ efforts. And, it worked; foundations have begun to change their practices as a result. 

Grantmakers for Effective Organizations has also called for funders to look at how they get in the way of their own grantees’ effectiveness. GEO’s leader, Kathleen Enright, has urged us to build the trusting grantee relationships that allow for candor, and to experiment with ways to see the world through the eyes of those we intend to serve. 

At the Haas, Jr. Fund, our leadership investments have been a rich source of learning about what leaders need to be successful. With dedicated resources, our grantees are able to tap what’s tried-and-true about strategy, boards, fundraising, executive leadership, and teams; but they are also given resources to experiment with out-of-the-box ways of working and leading. We have been struck by the importance of making sure that what matters to us as funders does not crowd out dialogue about what matters most to our grantees. How can we create the conditions to simply ask, what do you need? Not your staff. Not your board. And, for the moment, not even your end beneficiaries. What do you as a leader need to do your best work? 

As the anonymous foundation that stepped forward to provide funding for Forge put it, “When a funder balances power and becomes a partner, the truth comes out. When a funder expresses their support for someone’s work and the desire to fund what is needed most, the truth comes out.” 

Linda Wood is Senior Director, Leadership and Grantmaking at the Evelyn and Walter Haas, Jr. Fund.

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Disclaimers and Disclosures: The views expressed in the CEP blog by guest bloggers are entirely their own and do not necessarily reflect the opinions of the Center for Effective Philanthropy.

Introducing Linda Wood of the Evelyn and Walter Haas, Jr. Fund

Tuesday, July 20th, 2010

When it comes to soliciting feedback from grantees, the Evelyn and Walter Haas, Jr. Fund in San Francisco walks the talk. Thoughtfulness, candor, feedback from grantees, and constant improvement are an integral part of how I’ve seen the Fund do its work.  

Recently, we were interviewing staff from Haas, Jr. for a new CEP case study on understanding the field – the Fund is an exemplar in gathering and sharing expertise in its fields of work. One staff member we spoke with was Linda Wood, senior director, leadership and grantmaking.

Knowing how important good leadership is for its own success, the Fund has established a program area that provides access to leadership development for nonprofits. In the course of our conversation about her work in that area, Linda mentioned videos of grantees describing their leadership coaching experience that the Haas, Jr. Fund has posted on its website.  People reacted with surprise, Linda said, at how openly the folks in these videos share what that coaching has been like for them.

Because honesty and transparency are also CEP’s watchwords, we were delighted when Linda offered to share her thoughts about these videos in a blog post.  We hope you will join the conversation as she ponders, “What would it take for truth telling and candor to catch on in philanthropy?”

Kevin Bolduc is Vice President, Assessment Tools at CEP.

Report Watch: Rejecting False Dichotomies

Monday, July 19th, 2010

One of my great frustrations about the discussions and debates in philanthropy over the nine years I have been in this job is the tendency of those writing about philanthropy to posit false dichotomies.  So of all the excellent passages in the Monitor Institute report I blogged about on Friday, entitled What’s Next for Philanthropy, this one may have been my favorite.  

“We hope that the years ahead turn out to be a time when the best philanthropic leaders reject the ‘either/or’ thinking that has characterized so much of the past 10 years, too often devolving into silly debates and artificial polarities. 

Perhaps this is already occurring. The distinction between ‘old’ and ‘new’ philanthropy is fading, we’re glad to say, as it’s slowly been dawning on ‘old’ philanthropists what is new, while gradually occurring to the ‘new’ philanthropists what is not new. Convictions that were once trumpeted confidently are now more lightly held. That’s good, and speaks well of a growing sophistication and maturity that can shape the years ahead. 

As we all ask ourselves what will be needed, we find ourselves agreeing with our colleague Eamonn Kelly, who argues that the wisest leaders have to learn to reckon with what he calls ‘creative tensions.’ 

In philanthropy, this means, among other things: 

  • Feeling the urgency for short-term results and having stamina for the long-term
  • Holding onto autonomy and looking for every opportunity to coordinate and align with others
  • Insisting on rigor and evidence and taking risks despite uncertainty
  • Adopting strategies that maintain some top-down direction and letting go enough to unleash bottom-up energy
  • Looking for solutions that combine great analysis and unbridled creativity
  • Understanding that execution is important because we know what works and that innovation is important because what we already know isn’t yet enough
  • Rejecting false dichotomies is the philosophy that underlies the next practices we outline here. And it’s one way around many of the barriers to change that have held philanthropy back from reaching more of its potential.” 

Phil Buchanan is President of CEP.

Report Watch: The Future of Philanthropy (and Your Next Board Meeting)

Friday, July 16th, 2010

Two new must-read reports seek to look into philanthropy’s future.  Lucy Bernhoz with Ed Skloot and Barry Varela focus on the role of technology in their piece,  Disrupting Philanthropy.  Katherine Fulton, Gabriel Kasper, and Barbara Kibbe of the Monitor Institute take on similar issues in their What’s Next for Philanthropy: Acting Bigger and Adapting Bigger in a Networked World .

 From Disrupting Philanthropy

“On the cusp of the first modern foundation’s centennial, we may be looking at the dawn of a new form of organizing, giving, and governing that is better informed, more aware of complex systems, more collaborative, more personal, more nimble, and ultimately, perhaps, more effective.” 

From What’s Next for Philanthropy

“An intimidating range of forces – globalization, shifting sectoral roles, economic crisis, and ubiquitous connective technologies, to name just a few – are changing both what philanthropy is called upon to do and how donors and foundations will accomplish their work in the future.” 

The authors of What’s Next comment on Disrupting, writing: 

“Berhnolz and her co-authors argue that the increased availability of data provides the platform for more-informed decision-making and, in turn, creates demand for more data and increases expectations for transparency and openness.  Over time, access to the data allows people to make new connections; to create new information; and, to investigate, understand, and act on the information in new ways. 

This argument builds on the case that the Center for Effective Philanthropy has made over the past 10 years as it has endeavored to create new rigor and new data upon which to base decisions in philanthropy.  Now external forces outside philanthropy are turbo-charging existing data streams, creating a powerful force that will mitigate the insularity and inward focus that characterizes so much of philanthropy today.” 

My take: two thought-provoking reports underscoring how much is changing in the world, and in philanthropy, and how aware we need to be of those changes and what they mean for our efforts to maximize the positive impact of philanthropy.  I have quibbles, of course, but I recommend both reports.  

Also looking to a different future is Mario Morino in his latest “Chairman’s Corner: ‘Social Outcomes’ Lifting Sights, Changing Norms.”  Mario’s essay, also a must-read (and a much shorter read), calls on funders to “get the right people in the room to define an initiative focused on bringing the innovative outcomes-focused management practices on the periphery of our sector into the core.”  Mario makes an impassioned plea for building on the too-few historical exemplars to make a “missionary sell.” 

“Over the past century, the nonprofit world has produced some very good examples of managing to outcomes—from the Rockefeller Sanitary Commission´s role in the eradication of hookworm in the American South to ClimateWorks´s systematic efforts today to catalyze measurable reductions in carbon emissions. Unfortunately, such examples are outliers. I believe that outcomes-based management and performance-management systems for nonprofits are still at the ‘missionary’ stage.”  

Not sure what to do at your next foundation board meeting?  Ask your board to read each of these three pieces and spend two hours asking, what does this mean for us, as we seek to maximize our impact? What should we be reconsidering about our strategies to achieve our goals in light of the points these authors make?  

It will be time very well spent. 

Phil Buchanan is President of CEP.