IPD Think Differently Process Transformation Training – A Ten-Hour Virtual Workshop

Tag: Lee Kuntz

IPD Think Differently Process Transformation Training – A Ten-Hour Virtual Workshop

June 17, 2021 | 10:32 am

Is your foundation experiencing overwhelming workloads and tight budgets, yet need more capacity? Are you struggling to meet client and board demands for better and faster results? Do you need to maximize your foundation’s big technology investment?

Foundations like yours take the first step to cure these pain points and achieve great results through Think Differently Process Transformation Workshop™. This nuts-and-bolts, ten-hour training is tailor-made for foundations. One used this training and our coaching to take their grants process from 79 steps to 35 better steps, getting about 50 percent of their work time back.

Think Differently Process Transformation Workshop™ focuses on giving your employees the knowledge to see and solve opportunities specific to community foundations. Each attendee brings and solves a process pain point. Attendees say they solve a process problem, now see their organization’s process improvement opportunities, and are equipped to become valued members of their foundation’s process improvement team.

“We recaptured time. Yet we achieved so much more.”
Meghan Warrick, Executive Vice President and CFO, Central Florida Foundation

Bring a process problem to this workshop and solve it during the session. This workshop is the following days.

  • September 28, 2021; 10 am – 1:30 pm CST
  • September 29, 2021; 10 am – 1:30 pm CST
  • September 30, 2021; 10 am – 1:30 pm CST

Learn more or register by emailing Lee Kuntz at info@improveprocess.net.

What Will Your Organization Accomplish in the Next Four Months?

May 28, 2021 | 7:38 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 2021. Others are engaging employees to solve pain points, create capacity, and get ready for the year-end donation season.

Challenges on the Horizon

Because of the far-reaching effects of the pandemic, this year promises to bring added challenges to the philanthropic sector. To be most productive and successful, you need to ask yourself several key questions: Are employees engaged? Do they have the skill and time to solve these challenges?

Return to Office: Just when remote work procedures are running well, many foundation staff are returning to the office. Once there, what process will they perform? Is the team ready to redesign processes for in-person success?

Regular Plus Special Programs: The Chronicle of Philanthropy recently reported that charitable giving is expected to return to pre-pandemic levels. That is good news for our communities, but it means philanthropic organizations need to be poised and ready to process those forthcoming gifts and grants. In addition to managing that workload, will your foundation continue to offer emergency assistance programs? Are social justice programs also on the agenda? How will your employees find time to do their regular work, plus take on any special programs?

System Replacement Goals: How are your systems holding up? With so much new technology available, did your organization include a systems change in its 2021 plan? Will it be in the 2022 plan? If new technology is on the horizon, where will you find the skill and time to ensure successful implementation?

Hiring in the Post-Pandemic Economy: More jobs are starting to be available as the economy regains its footing. Employees are starting to take advantage of new opportunities by changing jobs. As always, it’s challenging to find great candidates. How will you attract and retain good employees? How will you get new employees up to speed quickly so they can be productive when the end-of-year rush gets underway?

Pairing Challenges with a Solution

The consistent thread tying these challenges together is the need to engage employees in deciding how work gets done, create more capacity, and redesign processes for maximal effectiveness. Philanthropic organizations have successfully addressed these needs and achieved their goals through our process transformation coaching and training.

Learn more about our certified process skills in this blog post: Process Certification Helps Organizations Achieve the Results They Need 

Whether it is through our hybrid approach or all in-person, we help employees learn how to work more efficiently and effectively. By actively engaging employees in identifying opportunities for improvement and creating solutions, we foster an organizational culture characterized by nimble skill and empowerment.

An Example

Recently a California foundation sponsored our training and coaching package. First, through our four-hour hybrid Think Differently Concepts Workshop™, we taught attendees how to spot work steps that were value-added and those that were a waste of resources. They learned to solve these pain points. Employee feedback on the training included the following comments.
• “I liked the exercises and examples pertaining to our organization specifically.”
• “I liked working in small groups with people from other departments, and having time for questions.”

After the training, Lee meet with foundation leaders to design steps that will keep transformation skills in use.

Next, Lee coached this team in a deep dive into their gifts process. They took the process from 86 steps to 58 better steps while retaining strong internal controls. In the past, each pile of paper checks gifts was passed between staff 13 times. The team designed a new electronic, document-based process that cut handoffs in half. Error proofing is now a well-known and practiced skill.

The team will implement their new process before October so they can face the year-end donation season in a stronger position. Foundation leaders said that through this work, they expect to recapture capacity and deliver acknowledgements more quickly. They appreciated that the project was done on time and on budget. Said one leader about the combined training and coaching approach, “Lee used empathy, understanding and extensive knowledge of Community Foundations to help us streamline our process.” Added another leader, “We accomplished A LOT in a short time!”

In this blog post, learn more about how our training and coaching program works and why it is a worthwhile investment: This Year, Plan to Succeed!

What Will Your Organization Accomplish in the Next Four Months?

The very busy year-end donation season is coming soon. Rather than struggle through that hectic season, contact Lee Kuntz to learn what you can do reach your performance goals and thrive this year.

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 faster return on new system investment.

What are the Proven Business Process Improvement Methodologies?

Business process improvement methodologies are all about transforming how work is done to improve outcomes. These approaches range from the latest techniques to traditional methods, some of which have been around for almost a hundred years.

  • Traditional business process improvement generates a process map and then identifies and solves pain points. It is a foundation for other methodologies.
  • Six Sigma is a quality management science that came to international prominence after World War II. World-renowned statistician and trainer Dr. Edwards Deming used Six Sigma concepts to help the Japanese manufacturing industry rise from the ashes after the war.
  • Lean operations came to prominence through Japan’s need to maximize their resources in order to compete on the world stage. It’s all about finding and eliminating waste, and it was a key principle in the 2001 best seller The Toyota Way.
  • Throughput management helps companies identify where processes get hung up, and it is delightfully illustrated in the 1984 best-selling novel The Goal.
  • Human-centered design is a creative approach to problem solving that starts with people you are designing for and ends with new solutions that are tailor-made to suit their needs. It is quickly becoming the hot new process, software, and service-design methodology.
  • Project management is the discipline of planning, organizing, motivating, and controlling resources to achieve specific goals. Are you surprised project management is listed here? Comingling project management with the methods listed above is key to delivering results on time and on budget.

Each of these methodologies produces desired results when used as designed. However, not all these industrial engineering techniques and tools work in every situation. For example, Six Sigma makes use of significant statistical tools that are great for challenges encountered at manufacturing companies, but they are of little value to service organizations. Yet the process control component of Six Sigma is valuable to any organization looking to deliver consistent results. The key is to identify and use the right methodology and tools for the challenges at hand.

What is a Business Process Management Certification?

Some professional certifications have a strict, common definition. For example, the AICPA governs the Certified Public Accountant designation, setting standards that are respected around the nation. Passing the CPA examination was a proud moment in my life, because the certifying exam was so difficult.

In contrast to public accounting, where the content is clearly defined by a single entity, becoming certified in business process management requires demonstration of competency in multiple disciplines. These disciplines overlap each other, as shown below.

Figure 1: Methodology Overlap

The training and certification exam for each methodology includes tools that are not taught or tested in the other disciplines. For example, the American Society for Quality includes only a handful of Lean operations tools in its Six Sigma Lean Operations Black Belt training and certification. The Lean Institute makes use of only a few Six Sigma tools in its program. For most of these methodologies, people seeking certification must prove their mastery through education, testing and, at times, the submission of completed projects that demonstrate their competency.

Why Certification Is Important

Business process management certification is important for several reasons. First, it represents independent verification of the applicant’s knowledge and skills. Certification serves as confirmation that the applicant has learned and mastered techniques.

Second, certification supports achieving significantly better outcomes, which is critical as process improvement success is judged on the results achieved. These significantly better outcomes could be fewer errors, higher quality, faster outcomes, a better experience for customers, or a new system installation that pays for itself in two years.

The chart below chart illustrates transformational results some of your colleagues in the philanthropic sector achieved when they used our certified process improvement services. Process steps were reduced and improved. Quality and speed were improved.

Figure 2: IPD Certified Process Improvement Impact

Innovation Process Design (IPD) can teach your team the business process management skills you will need to identify process improvement opportunities on an ongoing basis. By developing proficiency of your own, you will not be dependent upon a consultant to make continual progress.

The Innovation Process Design Approach

As IPD’s lead trainer and coach, I am certified, trained, and skilled in Lean operations, Six Sigma, human-centered design, project management, and public speaking. Our team’s depth and breadth of tools and experience enables us to select the tools and approaches that best address your specific challenges and goals. We have extensive experience helping philanthropic organization achieve significantly better outcomes. Our successful track record means you can complete process redesign faster, more efficiently, and with better results. Learn more about these results in these case studies.

Streamline Through Effective, Paperless, Electronic Payments

Maximize New Systems through Process and Practice Redesign

Conclusion

Business process management certification matters. Other organizations have experienced the advantages and results that certified process improvement brings. Your organization can too. Contact me, Lee Kuntz, to learn more.

This Year, Plan to Succeed!

February 17, 2021 | 1:17 pm

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 planning season, consider investing in process transformation to recapture capacity and solve pain points.

Create a Plan that Succeeds

This is planning and budgeting season for about 30% 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.

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.

Webinar: Not Just Plug and Play – February 18, 2021; 2 – 3 pm CT; Free

February 4, 2021 | 8:50 am

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

When a foundation 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. Attendee Feedback: “We learned a lot from this webinar.”

Register in advance for this webinar here:  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.

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 to accomplish these goals in a safe, employee-friendly way.

To address these needs, we now deliver process transformation services virtually, in-person, or in a hybrid format.

What is Process Transformation?

Process transformation, unlike process improvement, goes beyond tweaking work steps. It entails a total overhaul to the way work is done. Some consultants  produce rudimentary improvement, but a certified process specialist identifies approaches and provides tools to recapture significant capacity. Innovation Process Design (IPD) is certified in proven operations improvement methodologies, including Lean Operations, Six Sigma, and Human Centered Design. We know how to tailor our approach to each organization’s unique mission and circumstances.

As a result, over the last twenty years, clients who have engaged our Think Differently Process Transformation™ services have achieved dramatic reductions in work steps in key areas, as shown in Figure 1.

Figure 1: Impact of Process Transformation

By reducing and improving work steps, nonprofits recaptured significant amounts of time, which they invested in new programs that have increased their community impact. Board meetings are more productive and require a fraction of the preparation time that had been invested before. Payments are made without delay, better supporting grantees’ needs. Donor gifts are confirmed in a faster and more efficient manner. Learn more about organizations’ process transformation results here: Process Improvement Case Studies.

Available Channels for Transforming Processes

In order for process transformation to be successful, staff members must be actively and safely engaged. IPD has had years of experience conducting transformation events in a variety of settings: in-person, virtual, and through a combination of the two. Our prior experience made it an easy transition to offer our clients three ways to engage in process transformation. The advantages of each option are detailed in Figure 2.

Figure 2: IPD Services Channels

Advantages of Different Channels

Engaging in an in-person deep dive to transform processes is a powerful experience. Yet this face-to-face experience requires committing staff to several full, consecutive days of in-person meetings. Since all-staff in-person meetings are highly unlikely for several months, waiting for in-person services will delay the time the team has to implement their newly designed processes and as a result, delay the benefits of process transformation.

Virtual meetings offer an alternative to full, consecutive day meetings, as three-hour transformation sessions can occur over several weeks. Spreading out this time works well for many organizations’ daily workflow. In addition, there is no travel time or travel cost for a virtual event, lowering the overall event cost compared to in-person meetings by around $2,000. Employees appreciate being able to continue to safely work at home, and the transformation initiative can start any time the organization is ready.

Our hybrid service channel provides the team options regarding who attends from which location. Our transformation trainer and coach, Lee Kuntz, can be at your site or at the IPD office. Your staff can attend in-person or from anywhere they have internet access.

Since work location is becoming more fluid, the hybrid model is likely here to stay. The benefits of the hybrid model, depending on how each organization configures it, include many from both the in-person and virtual channels.

Having these channels available to forward thinking foundations and other nonprofits means employees, whereever they are located, can safely and effectively transform their processes and results.

Taking the Next Step

Many leaders see that their community needs more help. Yet key to taking on this new work is increasing capacity. The good news is that leaders can begin their process transformation journey virtually, in-person, or in a hybrid fashion. Through a safe, flexible, and customized approach, organizations can start realizing the many benefits of process transformation without delay.

About Lee Kuntz

As founder and president of Innovation Process Design Inc., Lee has spent two decades using process improvement to solve the unique challenges facing leaders of complex service institutions. Through expert training and coaching, she helps teams look at their work with new eyes, transform how work gets done, and create real results. Learn more about Lee and how she helps organizations at improveprocess.net.

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 their busy season and decided to proactively take action to help employees and the community thrive. Here is their story:
Streamline Through Effective, Paperless, Electronic Payments Case Study.

Philanthropic and Nonprofit Organizations Find Their Process Transformation Opportunities

October 15, 2020 | 1:55 pm

I was delighted this week to speak to about 100 nonprofit and philanthropic leaders about transforming processes to better serve their communities! Thank you to the Nonprofit Financial Group for sharing this virtual learning conference and to my co-speakers Megan Genest Tarnow and Vickie Viaene. So glad we partnered to invest in our communities!

Recorded Sessions

 

Nonprofit attendees: As a process improvement coach, I hope you take action on one of the ideas you generated during this session. Other organizations have recaptured time and now deliver more impact in their community by transforming how work is done. You can too!

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.

Seeing is Believing: Leaders Spearhead Process Transformation Results

September 2, 2020 | 3:44 pm

Recently a nonprofit programs director, Shannon, asked me for help when she identified gaps in her organization’s grantmaking operations. Since Shannon had seen these pain points cured in another organization, she knew the solution: transform processes to change outcomes.

Shannon’s experience is proof positive that seeing is believing. She and other leaders are now leveraging our Introduction to Process Transformation event to help their organizations to help their organizations streamline operations and learn how to improve client outcomes.

Seeing the Pain Points and Solutions

Shannon first experienced process transformation results when a consultant hired by her previous employer led the team through a process improvement project. The results were impressive, helping Shannon’s team recapture hundreds of hours of time from operations while improving the quality and speed of grants decisioning and delivery.

After Shannon accepted a promotion with a larger foundation, she immediately saw that grantee onboarding took so long that many deserving organizations dropped out before they applied for their first grant. These nonprofits just could not spend the time waiting in line for a grant application. And these frustrated organizations shared their experience with donors in the community, hurting the foundation’s reputation.

Based on her previous process improvement experience, Shannon recognized her current situation as a process improvement opportunity. She explained to operations leaders from finance, grantmaking, technology, and donor relations that their pain points were solvable through an investment in transforming operations processes. The foundation then invested in our process improvement training and coaching. As a result of their efforts, staff cut their nonprofit onboarding from 90 days to 20 days, and at the same time gathered better data and set more favorable and attainable expectations with the nonprofits they serve.

Shannon was able to get leadership on board with the funding and time investment because she had experienced the positive results of process transformation and could speak to its benefits. But how do problem solvers like Shannon gain support for process transformation when neither they nor their higher-ups have seen the benefits? Or when foundation management is not yet open to an investment in process transformation?

Introduction to Process Transformation Event

Recognizing that seeing is believing, we have developed an event called Introduction to Process Transformation. This live, virtual gathering entails one day of process transformation coaching with your team that fits within your organization’s existing budget. The event is tailored to your specific situation, in that leaders from your organization will identify a small process that needs improving, and you will leverage our team’s coaching to transform that process.

The expected outcomes of this one-day event are as follows:
• A detailed process and map that can drive improved outcomes.
• An implementation plan for the new process.
• Employee ownership of the newly designed process and its implementation.
• Employee engagement in the next improvement investment.

Because of the tight, action-oriented focus of this coaching, your foundation can learn and achieve the value of process transformation without stretching or exceeding your current budget. Your staff will close process gaps and solve operational pain points. Potential processes to be explored in this introductory, one-day event include creating paperless payments, gift or grant acknowledgments, and ACH payment.

Learn more

Foundations don’t have to live with employee stress, reputational risk, and negative community feedback because of processes that don’t work as they should. If you are looking to cure these pain points, contact Lee Kuntz to share your foundation’s hurdles and roadblocks and hear how others are curing those pain points. Lee can suggest an adaptable process improvement coaching and training option that fits your situation. Foundations have reaped numerous rewards by investing in process transformation. You can too.

Contact Lee today to discuss your challenge.