Achieve Process Improvement Success Blog

Refine Operations Roles and Responsibilities to Increase Community Impact

October 24, 2022 | 1:10 pm

Who in your organization has the power and responsibility to deliver consistent results to your community? Do these specific staff know that? Recently, as part of our sector survey, we found that community foundations and nonprofits are transitioning from traditional operations roles to new ways of delivering better, more consistent...

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Innovation Process Design Quarterly Newsletter November 2022

November 4, 2022 | 10:41 am

Operations Process Tip for the Quarter Look at operations processes through the eyes of your community. What do they value? What do they need? Let that data guide your next steps. Success Story: From Frail and Overloaded to Consistently Delivering on Promises Situation I heard this from a community foundation...

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Lead Operations Transformation to Increase Community Impact

October 6, 2022 | 7:19 am

Does your organization face nearly overwhelming demand, yet you have limited resources or staffing to fulfill that demand? I am told that being under resourced and understaffed is a common constraint for nonprofits. Despite such limitations, community action councils (CACs) are doing amazing work as the last line of support...

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Innovation Process Design Quarterly Newsletter September 2022

September 22, 2022 | 12:00 pm

Success story: Implement ACH processes to ease pain and deliver more impact in the community Situation: A nonprofit organization knew they needed to implement ACH to serve their community because checks were taking up to two weeks to get to the grantee. Now their busy season was coming up. Was...

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Redesigning the Grant Process with Effectiveness in Mind

August 18, 2022 | 9:19 am

Rapid growth can create challenges for community foundations, leading to missed deadlines and gaps in quality. Learn how one organization enlisted Lee Kuntz to help them understand their pain points and redesign processes with an eye to improve efficiencies, change systems, and build skills and will to support a more...

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This Year, Plan to Succeed!

July 26, 2022 | 8:29 am

Use Process Improvement to Transform Outcomes. Is your organization planning and budgeting for the next fiscal year? Are you tired of fighting the same pain points year after year, such as overwhelming workloads, demands for better or faster results, or challenges to maximize costly technology? During this year’s budgeting and...

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Installing a new software system? A process map will create better outcomes for your organization

July 5, 2022 | 10:55 am

  Recently, a software vendor told me that organizations considering a new software system would do well to supply their vendor with a detailed process map. Having such a map helps the vendor better address the organization’s needs and generate a more accurate quote. In four hours of work with...

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What Will Your Organization Accomplish in the Next Four Months?

June 7, 2022 | 6:32 am

Many philanthropic organizations have only the next four months to position themselves for success this year. Given November marks the beginning the big donation season, that means there is only a limited window for completing this year’s agenda. Some organizations are focused on just surviving 2022. Others are engaging employees...

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Experience an IPD Process Transformation Deep Dive

January 11, 2022 | 9:26 am

Operations—the work done to execute an organization’s mission—is critical to achieving success. Are you looking to improve the operations outcomes of your organization? Are you looking to make service to your community better, faster or more impactful? Our coached process deep dive helps teams see and solve their process pain...

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Three Ways Philanthropic Operations Create Community Impact

November 16, 2021 | 2:47 pm

Is your organization looking to make a bigger community impact? Your operations—that is, how work is done—can be a powerful contributor in accomplishing your organization’s mission. Operate for Impact For philanthropic organizations, the nuts and bolts of operations are what enable teams to award and deliver grants quickly, set up...

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Published article: Invest in Your Operations Teams to Drive Your Mission Forward

October 13, 2021 | 10:48 am

Many nonprofits and philanthropies have come under pressure to be more efficient and effective than ever before. Yet, the dollars just haven’t been invested to support the kinds of operations needed to carry out today's heightened level of giving in addition to addressing emergency programs. With organization's planning and budgeting...

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Community Foundation Creates Powerful Scholarship Program

September 20, 2021 | 10:51 am

Is one person in your organization performing a critical role, the responsibilities of which are not even known to others? Then you might appreciate this foundation’s success story. Case Study: Community Foundation Creates Powerful Scholarship Program

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Excellent Operations Help Deliver Community Impact

September 10, 2021 | 2:36 pm

Most philanthropic organizations take pains to carefully design and then redesign their mission, strategy, and programs. They, along with their board of directors, often hire strategic consultants and share best practices with like-minded organizations to frame their goals and objectives. Yet many spend little time improving their daily operations to...

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Process Improvement + DEI = Expanded Impact

April 12, 2021 | 3:52 pm

Many organizations are focused on building their diversity, equity, and inclusion (DEI) capabilities. Yet daily operations continue as a priority. The community continues to need help. Funders need transparency and services. And operations processes need to be improved to deliver more services and better outcomes. With operations and DEI being...

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Process Certification Helps Organizations Achieve the Results They Need

March 12, 2021 | 7:37 am

Many consultants offer process improvement services alongside their other services, but a consultant who is certified in proven business process improvement methods can help your team reach ambitious goals most effectively. A certified process improvement consultant can help you achieve significant, measurable results such as recapturing capacity and realizing a...

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IPD Process Transformation Services Now Available in Virtual, in-Person, and Hybrid Formats

December 11, 2020 | 8:18 am

The pandemic has caused disruption to many organizations. The top priority for every organization has been finding ways to operate safely. Some also seek the capacity to do even more: more emergency assistance for their community; more internal and external social justice work; more services to donors. And they need...

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CAP Agencies Transform Operations to Deliver More to Families

December 3, 2020 | 11:37 am

Community action programs (CAP agencies) are the last local line of defense for families in need. They feed and heat our neighbors. They step in to ready young children, who would other wise be left behind, for school success. Some CAP agencies want to do more. Therefore, they are building...

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Streamline Through Effective, Paperless, Electronic Payments

January 14, 2021 | 1:27 pm

Did the pandemic impact your grant payments? Are employees moving paper from location to location to get checks out? Are they working extra-long hours? Does it take more time to get checks out? What feedback is your organization getting from grantees and vendors about paper checks? One organization looked into...

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Process Transformation Coaching and Training Create Capacity To Foster Racial Equity

October 22, 2020 | 12:52 pm

Many philanthropic organizations look to increase their focus on racial equity. Yet, how will they find the capacity to do this work?  Capacity to bring in more funds? Run another educational program? Take on added back office work to accommodate these efforts? Some are adding staff and expenses. Others are...

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From Reactive to Results Through Process Transformation

August 20, 2020 | 8:19 am

The COVID-19 pandemic has consumed our time and energy for half a year. Many organizations say it’s time to refocus, to both take care of now and build for the future. These philanthropic organizations are moving from being reactive to transformative to ensure they achieve their mission. How will organizations...

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Incorporate humanity into software

Address Our Humanity in New Software Installation

June 22, 2020 | 8:30 am

Is your foundation installing new grantmaking or CRM software? Many times, staff are excited to have a new system, but they are hesitant to give up what is familiar and proven. Some philanthropic organizations address these emotions by developing a comprehensive software install plan. Such a plan addresses process change...

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Go Virtual to Improve Results During Emergencies

June 10, 2020 | 11:20 am

Here in Minneapolis and across our nation, these are challenging times for nonprofit and philanthropic organizations. Local emergencies, impactful opportunities to speak up, and the COVID-19 pandemic are creating serious new needs in communities across the country. Organizations that were already operating at or near capacity find themselves trying to...

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How to Reimage Business Processes for Software Implementation Success

May 28, 2020 | 4:15 pm

Have you installed new software that was universally embraced and paid for itself quickly, perhaps even within 24 months? Attaining widespread employee buy-in at an affordable price is a worthy but difficult goal. Yet as new software competes for funding with other good ideas, achieving this is important. Business process...

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Invest in Better Outcomes with Virtual Training and Coaching

April 22, 2020 | 4:33 pm

Most philanthropic and nonprofit organizations were working at or near capacity before the COVID-19 health crisis. But the virus has created serious new needs for the populations they serve, and many organizations are grappling with the disruption caused by a shift to remote work, declining donations, and an unpredictable stock...

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Turn Remote Operations Risk into Amazing Results

March 17, 2020 | 12:47 pm

Is your office in remote mode? So many teams are now working from home as we collectively battle the COVID-19 pandemic. Remote work can reduce personal and community health risk. Yet it can be unhealthy for your organization. Remote work can be slower and less accurate, impacting your organization and...

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New System Install Success

Discover Your Team’s Process Improvement Opportunity

January 13, 2020 | 7:26 am

Every day teams can manage their processes to deliver winning results. By both improving and controlling critical processes, these teams can both make a big impact and get home at night. Most of us have improved processes. We have tweaked the steps of work, fixed breaks, and automated. The next...

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Upgrading software? Maximize your investment with process reimaging

October 19, 2022 | 2:09 pm

When a foundation or nonprofit updates its software system, the purchase typically requires years of research and a financial investment that can run well into six figures. So, it’s important to make the most of that purchase. The most effective way to do that is to use system upgrades as...

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Solve the Donor-Advised Fund Squeeze

October 19, 2022 | 2:07 pm

Donor-advised funds are a big growth area for foundations. More donors are contributing to these accounts at their favorite foundation than ever before. Yet these funds provide little margin to pay for the services they require. Foundations are squeezed between low margins and high service requirements as the number of...

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Achieve Process Improvement Results: Start at the End

October 19, 2022 | 2:05 pm

Have you been part of a process improvement project that required an investment of hours upon hours over months or even years? Was a process improvement effort stopped because the team could not agree upon which improvement ideas to implement? Or an improvement initiative that made things worse instead of...

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Contact Lee today to discuss your challenge.