Not Just Plug and Play Free Webinar; Sept 24, 2020; 2 – 3 pm CT

Category: Process Improvement Training

Not Just Plug and Play Free Webinar; Sept 24, 2020; 2 – 3 pm CT

September 8, 2020 | 2:21 pm

Webinar back by popular demand: Upgrading software? Maximize your investment with process reimaging

When an organization 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 an opportunity to reexamine internal processes.

In this live, no cost webinar, learn the best practices for integrating the business processes into new system implementation. Attendees at this webinar said it was: “Valuable” and “I leaned a bunch.” Register in advance for this webinar here: Webinar Registration Link.

To learn about these best practices, check out these articles: Address Our Humanity in New Software Installation and How to Reimage Business Processes for Software Implementation Success. And contact Lee Kuntz to share your new software implementation challenges.

This Year, Plan to Succeed!

July 23, 2020 | 8:55 am

Use Process Improvement to Transform Outcomes.

Is your organization planning and budgeting for next 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 planning season, invest in process transformation to recapture capacity and solve pain points.

Create a Plan that Succeeds

This is planning and budgeting season for about 70% of the organizations I know. Even with today’s unusual times, many are creating concrete plans and budgets to solve their pain points in 2021. If they do not, organizations will experience the same old pain and frustration in 2021.

Organizations that help and serve others are recapturing hundreds—even thousands—of hours of capacity. They are serving their customers, community, board, funders, and donors in half the time. They are retaining employees. Their secret? Investing to transform processes and results.

Most of us have done process improvement. We have tweaked processes and resolved breaks. Some organizations are taking their improvement work to a transformational level. They are cutting their work steps in half and delivering to their key partners in fraction the time. They are freeing up thousands of staff hours that can be used for other purposes

These organizations budget for an investment in process transformation training and coaching during in their annual plan. Here are the results they are achieving.
• Recapturing over 4,000 work hours.
• Sharing services across functions.
• Maximizing expensive technology.
• Remaining error-free for 3 years.
• Delivering to customers in half the time.

Does it work? In a survey of process redesign results, our customer cut their process work steps by 52%, improving quality and speed while recapturing time. Figure 1 illustrates the before and after steps of several organization’s redesigned processes.

Process Transformation Results

Figure 1: Process Change with Process Transformation

In addition to achieving this enviable result, these leaders are committed to building a culture of ongoing improvement. They can easily fix and improve any process and result because they have learned the tools to see and solve transformation opportunities. Their employees are fully invested in the process transformation game because they have been involved as stakeholders since the inception of the training.

Invest in Building Process Improvement Muscle

Leaders are bringing the story of process transformation to their organizations’ annual planning discussions. Yet a common question is: What does the initial investment consist of?

The initial investment in transformational process improvement includes two components: dedicated staff time for learning and implementing new approaches and out-of-pocket costs for training and coaching.

A typical employee will spend between 5 and 40 hours annually doing successful process transformation.

The out of pocket cost of the training and coaching depends upon the amount, level, and number of hours needed. Our training to help teams think and act differently includes our live online or onsite 4-hour Concepts and our 4-hour Tools think differently process transformation training. After the training, we coach your team either onsite or live online to use their new process skills to dramatically improve a key process. Contact me to learn more about training and coaching options.

Plan to Solve Pain Points in the Coming Year

Organizations that train their employees in process transformation find that work gets done faster and with fewer errors. The time saved leads to better service to the organizations’ customers and community, and greater job satisfaction among employees. You can, too! Contact me, Lee Kuntz, to learn more about how your organization can plan to solve pain points and thrive.

Hear Lee Speak: Not Just Plug and Play

July 9, 2020 | 6:21 am

July 23, 2020 @ 1:00 pm Free

Upgrading software? Maximize your investment with process reimaging

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 an opportunity to reexamine internal processes.

In this live, no cost webinar learn the best practices for integrating the business processes and people into new system implementation.

Register in advance for this webinar at: Not Just Plug and Play Webinar Registration.

To learn about these best practices, check out these articles: Address Our Humanity in New Software Installation and How to Reimage Business Processes for Software Implementation Success. And contact Lee Kuntz to share your new software implementation challenges.

Community Foundations Transform Scholarship Operations in One-Day Virtual Cohort

August 17, 2020 | 2:49 pm

Process improvement coaching resolves challenges that impact foundation sustainability

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.

The Solution

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.

Interested in Recapturing Scholarship Capacity?

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!

Cure Capacity Constraints Through Live Online Think Differently Process Transformation Training™

June 8, 2020 | 10:49 am

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:

  • Eight hours of live, online process improvement training and coaching just for foundations.
  • A license to our hardcopy training guidebook and our process transformation template.
  • Your solution to your process problem.
  • One-on-one conversation with Lee Kuntz, process transformation coach and trainer, about putting your new skills to work.

Registration deadline: September 4, 2020. Learn more or register at: Think Differently Process Transformation Training for Foundations – September Live Online Session

Thrive While Doing More: Training to Create Capacity

April 14, 2020 | 12:51 pm

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?

Approaches to Solve this Conundrum

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.

Attendee Engagement

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.

Tools Proven in Philanthropic and Nonprofit Industry

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.

Process Transformation Results

Focus on Building Process Skills

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.

Learn How to Create the Capacity to do More for Your 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.

About Lee Kuntz and Innovation Process Design

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.

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 your community. A key question in this transition is: With this big change of unknown duration, how will your team continue to serve your community in a seamless way?

Key Risks

Teams that move to remote work find key risks.
o Paper piles of work are no longer visible, resulting in stalled or forgotten work.
o In-person double checks and communication may not happen, resulting in errors and embarrassment.
o Quickly made process adjustments to fit remote operations create the risk of errors and missed steps.
o Back-and-forth online communications may slow work down, consuming already tight capacity.

The Solution

Remote work is an opportunity to redesign your processes to regain capacity, maintain quality, keep up speed, and preserve your reputation. Some organizations are using proven process transformation tools to achieve these goals. For example, as a result of our process transformation work, one foundation recaptured time while delivering error-free results for three years. This group became an effective cross-organization team, performing better and accomplishing more in a consistently high-quality manner.

Is this what you are looking for?

If your team is going remote, connect with process improvement coach Lee Kuntz about a live, online checkup for your key processes. We use our proven process transformation coaching, training, and tools to help you mitigate risk and deliver upon your organization’s commitments. Checking up on small processes can be done in a couple hours.

Contact Lee to discuss how your team can create a seamless transition to remote processes while maintaining and growing great results.

Philanthropic Organizations Flex Process Improvement Muscles to Achieve Substantial Results

April 9, 2020 | 9:48 am

Private and community foundations across the nation are flexing their process improvement muscles. They are achieving impressive results, including:
• Recapturing hundreds—even thousands—of work hours
• Delivering better or faster grants
• Maximizing a big technology investment
• Breaking down crippling silos across the organization
• Creating a culture of improvement

For example, one foundation used process improvement training and coaching to transform a grants process from 75 to 39 steps. They immediately started recapturing time, which enabled them to reinvest it in serving their community. They expect to recoup over one thousand hours from their investment.

Is this an anomaly? Actually, many philanthropic organizations report these impressive results. In fact, every nonprofit foundation we worked with significantly streamlined its processes. As shown in the graph below, these leaders reduced their number of steps by 52 percent. With each wasteful step removed, these foundations better positioned themselves to accomplish their central mission of increased impact.

Process Transformation Results

The Secret: Building Process Improvement Muscles

Leaders and staff can learn how to achieve measurable results through our Think Differently Process Transformation Workshop™. Designed specifically for community and private foundations, this workshop equips you and your colleagues by taking you through an intensive day of learning and practice. Attendees bring and solve a process pain point in the workshop. Attendees routinely say they take home improvement ideas they can implement immediately, particularly by addressing “pain points” that slow down their work processes. They often comment how process improvement opportunities will help them save time, deliver better service to donors and grantees, and create bigger impact in their community.

“Lee’s custom process for foundations is transformational. I was able to implement her process immediately and see results.”
Community Foundation Executive Director

“We all get complacent in doing things the same way. The Process Improvement training provided the opportunity to examine our processes for alternative ways that save time without compromising accuracy.”
Foundation Vice President and CFO

In 2020, philanthropic organizations will have two opportunities to learn these skills: Online May 18 and 19, and September 10 in Novato, California. Learn more at: Think Differently Process Transformation Workshop. Or contact Lee Kuntz to get detailed registration information.

Over a thousand hours of work time are just waiting to be recaptured by your team so you can reinvest them in your community. Take the first step to learn more!

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 step—process management—is a powerful approach that can be the difference between failure and success.

Now you can measure your team’s process management muscles through an eight-question survey. This survey helps you see beyond tweaking, to fix pain points and transform outcomes. Through the survey’s results, you can discover your team’s process management strengths and opportunities.

Select the survey answer that best reflects how your team handles your critical processes. Eight-Question Survey Link

Do you want to learn more about how these important concepts can create results for your team? Then complete the survey, add your email address, and submit your answers, thereby emailing yourself your answers.

Our process coach and trainer Lee Kuntz will also receive a copy. Your contact information will not be used for any other purpose. Lee will then connect with you to hear and answer any questions about how each of these key process capabilities can help your team achieve the results you need.

Upgrading software? Maximize your investment with process reimaging

December 12, 2019 | 1:23 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 an opportunity to reexamine internal processes

That kind of self-reflection allows the organization to get the best return on their investment, while following best practices for a software purchase. In fact, in a recent Innovation Process Design survey, 100% of participants said process design is essential when adding new software. By maximizing internal processes, organizations can get employees out of the back office and back to serving their communities.

“It’s important to have a high-level outlook of what outcomes drive the process and not be married to current processes in order to achieve the same result in a more efficient manner,” wrote one respondent.

“I can’t imagine how you can put in new software without reimaging the process,” wrote another.

In all, 24 philanthropic and nonprofit organizations completed the survey. Approximately half of respondents were financial leaders. The other half were grantmakers and technology leaders. Most respondents — 80% — had recent experience implementing sizable new software projects.

Exactly what reimaging should look like depends on the type of project in question. If your software installation is small or low risk, following vendor best practices or holding internal discussions may be enough. Larger or more involved projects may require an outside coach to lead the process or provide redesign training.

Wondering where to start? Here are a few key questions to answer before you complete your next software purchase:

1. How should you redesign? About half of survey respondents said they typically manage process redesign internally. Another 41% said engaging an outside coach is an important part of the process. A coach’s process improvement expertise can be a powerful tool when employees are hesitant to make changes, too busy to fully focus on the task, or inexperienced in process design.

2. When should you redesign? Reimaging before selecting a new software system gives nonprofits a clear picture of how they can work more efficiently and may even help them realize they don’t yet need new software. Redesigning after a system has been selected but before it’s installed, on the other hand, allows foundations to build new processes with the new system’s capabilities in mind. Building processes after the system is in place is another viable option, but respondents said it often feels like “trying to build a plane while it’s in the air.” Half of respondents to the Innovation Process Design survey said the best time to redesign is after selecting the new system and before installation. Meanwhile, another 37% say redesigning before selecting a new system is the way to go, and the final 12% say redesign should be done after the new system is in place.

3. Should you go big? The answer to this question may depend on the size of your software purchase or the needs of your processes, but 60% of survey respondents said they received more benefit from major process redesign than from minimal or no redesign. For some, going big led to better outcomes, faster implementation, and more significant return on a major systems investment, while giving team members the confidence to ask and resolve questions. In addition, 58% of participants combined process improvement training with redesign. These organizations said they received significant value from process training and this approach.

Understanding the goals of work is the first level of process redesign. It creates a framework that organizations can use as they proceed to the second level, which includes process work — identifying the structure of who does what, and when they do it. The third level is process detail — identifying the screens, fields, reports, and steps used to complete the work. However, all organizations should incorporate level three – process detail – when implementing a new software system.

Once an organization has a clear picture of its needs and the scope of the software project at hand, the team can identify the steps needed for reaching its goal — whether that involves a major design or a few simple process tweaks. This thinking is summarized in a matrix you can use to identify the specific process redesign steps to help your team be successful. See the matrix and survey summary report here: Summary of Reimage Processes for New Software Survey

Changing the way things have always been done is intimidating, and there are inherent risks. But applying time-tested resources in a way that best meets your nonprofit’s needs will make it easier to successfully manage the twists and turns of process transformation.

Contact Lee today to discuss your challenge.