Managing Operations

Managing a foundation’s operations, from grantmaking characteristics to staffing levels, is a challenge.  

CEP has written several case studies and reports on exemplary practices in managing operations:

Download the report Read an excerpt

Working with Grantees: The Keys to Success and Five Program Officers Who Exemplify Them (2010) explores what grantees value in their relationships with program officers and identifies four keys to success. Five high-performing program officers share their stories.

All resources on managing operations are available in the Content Library. Highlights include:

• More than Money: Making a Difference with Assistance Beyond the Grant
• Foundation Communications: The Grantee Perspective
• "Luck of the Draw," originally published in the Stanford Social Innovation Review
• Improving the Grantee Experience at the David and Lucile Packard Foundation

To assist foundation leaders in managing operations, we provide several assessment tools on a fee basis, including the Operational Benchmarking and Staff Perception Reports.