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 management steps as well as the questions, concerns, and reservations of the people who will implement them. Leaders who took these human factors into account say their investment in thorough planning more than paid off.
More than one hundred philanthropic organizations change grantmaking systems each year. This once-in-a-decade or so task is an expensive and risky venture. Given that most foundations install a new system quite infrequently, employees are understandably unfamiliar with the conversion process. And even though some employees may be tired of the old software, are they ready to significantly change their work processes, roles, and controls to maximize the new system?
One foundation spent a couple million dollars on a new grantmaking system and CRM only to have employees bypass the labor-saving features of the new system. They continued their manual work arounds, including old work steps, spreadsheets, and piles of paper. All the expensive, state-of-the-art bells and whistles that the new system offered went unused.
Achieving buy-in from staff members who will use the new system on a daily basis is a huge contributor to software success. Therefore, meeting employees where they are and readying them to implement the changes ahead is an important project step. Recently we surveyed philanthropic leaders, asking what steps they included in their new software plan to prepare employees for the pending conversion. More than half (58%) of survey respondents said they invested in human and process change management training during their new system install.
Their outcomes? Participants said their training addressed human change-management skills, empowering employees to question how work is done, business policies, and roles and responsibilities. Many also said they believed this training helped them achieve improved outcomes during the new software install and ongoing.
Is your philanthropic organization interested in learning how human and process change management training looks? Register for this upcoming free webinar: Not Just Plug and Play – Process, People and New System Install.
Also, contact Lee Kuntz to discuss your journey and challenges. Lee can share how others who have installed new software have achieved success by incorporating both human and process change management training into their installation plan. Many foundations have helped their employees embrace new and better ways to approach their daily tasks using a new software system You can too!
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 stretch their resources even further while simultaneously managing the disruptions caused by a shift to remote work, declining donations, and a volatile stock market. As a result, many organizations are struggling to meet their goals.
Learn how some organizations are going virtual to improve their nonprofit operations and results to their community through my recently published article in The Sustainable Nonprofit blog from PND by Candid.
Go Virtual to Improve Results During Emergencies
My family learned that being awarded a scholarship is just the first step toward actually receiving funds. Prior to entering college, my son was awarded a scholarship administered by a community foundation. Over the course of his first three years in college, the foundation contacted us no less than a dozen times to get him that scholarship money. If his experience is typical, one can surmise that the task of administering the more than 1.5 million scholarships awarded annually in this country is cumbersome at best.
The Indiana Philanthropy Alliance’s GIFT Program shared with me that many of their members are squeezed by labor-intensive scholarship programs. When community foundations face these economic trials year after year, foundation sustainability can begin to erode.
Last week, eighteen leaders from five Indiana community foundations met online to confront these challenges head-on. Given the current pandemic, they participated from 16 different locations. We led them in plenary sessions and also had them work in breakout rooms at different points during the day.
An important step as we began our coaching was for each foundation to map its scholarship processes, enabling them to see what was really going on. Their eye-opening comments included, “How can it take this many steps and so many hours?” and “I didn’t know you were doing all that work.”
We then coached attendees to identify time traps¬—places where the work slowed and consumed massive capacity. Some key learnings were that existing software was not being fully used, duplicate and unclear roles were creating confusion and sapping work hours, and business policies such as sending students letters versus texted or emails were hurting the community foundation.
We asked these leaders to collaborate with their foundation colleagues and with others who attended this one-day event to identify solutions to their time traps. Through use of our templates, participants outlined a way to modify their current approach and institute a new approach. The four process transformation stages are as follows:
By the end of the day, participants shared how they decreased the work steps they planned to implement in their scholarship operations by 25% to 50%. Some of their changes will result in students receiving help and information via the technology they use every day. Scholarship fund owners will receive improved service and be able to award more scholarships. Community foundations will streamline operations and position themselves to do other important work in their community.
Participants were excited and encouraged about the new path they charted. One attendee said, “With everyone’s help, I now have a mind-blowing solution that will help both us and the students.” Another added, “Thank you, Lee. It was an enjoyable and productive day.”
Thank you to Terri Johnson, Rosemary Dorsa, and the Indiana Philanthropy Alliance’s GIFT Program for sponsoring this exciting event.
Any Indiana foundations interested in more information or being part of the next cohort can contact Terri Johnson for more information (317.630.5200). Contact Lee Kuntz to learn more about how your foundation can recapture capacity through transforming operations. Once their new scholarship process is implemented, these foundations will be more efficient and effective by recapturing hundreds of work hours. You can, too!
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 redesign can help philanthropic organizations realize this measure of success.
Philanthropic organizations replace software, including their big grantmaking systems, every five to twenty years. That makes sense, as the philanthropic industry is growing. Contributions to donor-advised funds totaled $37.12 billion in 2018. This represents an 86 percent increase in contributions over the past five years. The related grants increased likewise.
Growth in grantmaking often necessitates employing new tools to stay ahead of the workload. Leaders of philanthropic organizations need to build a strong case to justify investment in costly new software. The best-case scenario is when the new software pays for itself within 12 to 24 months. In order to achieve such a favorable return on investment, employees throughout the organization need to be open to change and willing to explore all that the software has to offer. Business process redesign engages employees in fully learning and embracing new software, inviting them to fully leverage it.
Recently, three experienced technology leaders and I spoke at a Technology Association of Grantmakers webinar about how to leverage business process redesign to promote software acceptance and a quick return on investment. Key points:
Check out this new, free tool that can inform your thinking about software implementation: Business Process Redesign Steps for New Software Success.
Contact me, Lee Kuntz, at firstname.lastname@example.org for a no-cost discussion of your situation and recommended steps to redesign your business processes.
Foundations have realized substantial benefits from their new software investment through leveraging our business process transformation coaching and training. You can too!
The COVID-19 health crisis has created serious needs in nearly every community, and for the philanthropic and nonprofit organizations that serve those communities it has created a unique challenge: Organizations that were already working at capacity now see even more opportunities to carry out their mission, but they are struggling to find the resources to meet those needs. Disruptions caused by a move to remote work, declines in giving, and an unpredictable stock market are all making it more difficult for organizations to meet their goals.
Employees who were already 100% committed now find they need to commit 200%. So, where does that extra 40 hours come from? Increasing your organization’s capacity to have a positive impact on targeted populations is key at this time of scarce resources; and live, online, process improvement training and coaching is the perfect tool to help build organizational muscle while keeping staff safe.
Do your foundation staff face overwhelming workloads? Are you experiencing growing responsibilities but no funding to add staff? Are you taking heat for errors? Does your big technology investment need to be better utilized to get the promised ROI?
Philanthropic leaders can learn how some have cured such pain and become heroes to their staff, audit committees, and boards. One community foundation recaptured more than 60 percent of its working time and now delivers to their community both faster and more effectively.
First, hear the concepts that are getting results. Then, identify your opportunities to improve your foundation’s capacity to do more, delight the community, and get employees home at night.
No-cost webinar time and date: May 19, 2020 at 11 am to Noon central time.
Register in advance for this webinar:
After registering, you will receive a confirmation email containing information about joining the webinar.
Many foundations are working deep into the night to get COVID-19 grants out. Thank you to those colleagues who are standing shoulder to shoulder with our nonprofits to help our community at this challenging time.
The good news for these community warriors is that they can take the first step to cure this capacity pain and achieve great results through our live online Think Differently Process Transformation Training™. This nuts-and-bolts, live online training is tailor-made for foundations. Attendees have recaptured time, delivered error-free results in half the time, maximized use of expensive technology, and created a smooth flow between departments. The secret to their success? These foundations built their process muscles through our transformation training and coaching. Then they applied these skills for ongoing improvement.
Live online training dates: September 14-17, 2020. 1:00 pm-3:00 pm CT. Class limit: 8 attendees.
Included in the training:
Registration deadline: September 4, 2020. Learn more or register at: Think Differently Process Transformation Training for Foundations – September Live Online Session
Our communities need us right now. Many philanthropic and nonprofit organizations are stepping up to the challenge. Yet these organizations are already at full capacity, with stressed and worn-out employees working overtime from their homes. As both donations and management fees are temporarily down, adding staff is not an option. How can these organizations create the needed capacity to help meet community needs?
Inspiration on how to overcome challenges can come from problem-solving rock stars. Albert Einstein, one of the greatest thinkers in history, said: We cannot solve our problems with the same thinking we used to create them.”
Innovative thinking is needed to survive, thrive, and provide the needed help in today’s environment. Acquiring new information and new skills often leads to creative problem solving. In today’s remote work environment, such problem-solving skills need to be taught through virtual training characterized by thought-provoking content and lively, engaging delivery.
Our Think Differently Process Transformation Training™ builds process skills effectively through live online training. Recently one foundation spokesperson shared their feedback on this virtual workshop. “We found this training both informative and energizing.” The training helped attendees identify a handful of sound process improvement ideas that they could implement. Our interactive online training teaches employees how to use tools that have consistently added value for philanthropic and nonprofit organizations.
We are all at a different level of readiness to change how work is done. In nearly every Think Differently Process Transformation Training™ session, someone joins on with his/her arms folded, not willing to learn new concepts. This workshop uses multiple techniques to improve attendees’ readiness. By presenting information, examples, and exercises, we help attendees move from being resistant to being receptive—even to the point of driving change. Lee Kuntz, process transformation coach and trainer, frequently sees initial resisters become the strongest drivers of process and results transformation.
Do you think of manufacturing when you think about concepts such as quality management and Lean Operations? It’s true that many process improvement tools work only in a manufacturing context. But after over 20 years of serving the philanthropic and nonprofit sectors, Lee Kuntz has identified the tools that improve performance in non-manufacturing settings. These methods integrate human-centered design concepts into process improvement practices, generating impressive results. Organizations average a 52% improvement in process outcomes when they use the tools taught in our training.
The employees who work various processes every day are in the best position to improve them. When they are the ones who identify improvement opportunities, they buy into the need for change and work diligently to put their own best ideas into practice
Therefore, our training is focused on building the skills of your employees. Our training explains proven concepts, demonstrates those concepts, and then asks attendees to use their new process skills during the online session. Through guided practice, attendees build their process muscles, creating the confidence and experience to help your organization successfully recapture time, deliver better and faster outcomes, and say yes to your governing board and community.
Right now, philanthropic and nonprofit organizations must function efficiently in order to meet the pressing needs of constituents. Through an investment in eight hours of live, online process transformation training, your employees will gain skills and hope while helping achieve your organization’s goals.
Learn more about our live, online process transformation training here: Training: Think Differently Process Transformation Workshop for Foundations.
For 20 years, Lee Kuntz has been helping organizations think differently about how work is done. With tech-savvy tools and engaging content, our online training and coaching teach employees how to capitalize on proven nonprofit best practices.
Is your organization working to help your community more at this challenging time? Are you hindered by your systems? You will have the opportunity to continue your organization’s system discussions later this year. Will your team be ready to transform your processes to fit the new system?
Adding new software is a major investment. It’s a big job, and new software alone is no guarantee that an organization will improve outcomes enough to cover the cost of installation. Learn the business process redesign best practices shared by those who have succeeded on that journey in this report. Summary of Reimage Processes for New Software Survey
Is your Minnesota philanthropic or nonprofit organization experiencing PAIN?
• Board looking for more efficiency and savings?
• Errors or double payments to vendors?
• Burned out employees?
Three Minnesota teams will dramatically improve their organization-wide accounts payable process through a two-day cohort workshop. Their new payment process can save time across their organization, which can be reinvested in your community. Teams that have taken this workshop have recaptured between 300 and 1,000 work hours. They also deliver better and faster outcomes.
The bottom line: Within six months, financial leaders can recapture their investment in time and coaching. One nonprofit leader shared: “It’s a no brainer. Little investment, bit return. Our time is valuable and we now we can do so much more for our community.”
In this workshop, attendees will:
• Transform their accounts payable process using proven coaching and tools
• Learn in a three-organization cohort, hearing best practices from others
• Maximize all they have now, without investing in new hardware
Attendees at this workshop achieve success through Innovation Process Design’s proven three step approach.
Contact Lee Kuntz today to hear more or register your organization for this September in-person or online two-day learning cohort.