IPD Webinar: Plan to Achieve Daily Operations Success

Tag: private foundations

IPD Webinar: Plan to Achieve Daily Operations Success

February 22, 2023 | 6:14 am

Is your foundation preparing the annual plan for next year? The strategic plan for the next five years? This is a time for big ideas. An important one is how to fulfill your organization’s mission by making day-to-day operations function well.

Is your foundation being held back by a process that is no longer working as it should?

In this live, no cost webinar, hear how community foundations are planning for success by gaining support to fix daily operations pain points. Hear return on investment and the resource needs to finally solve the pain points that hold up your team’s success.

Register in advance for this meeting: Registration Link

After registering, you will receive a confirmation email containing information about joining the meeting.

Presentation from this meeting:

IPD webinar 2023 – Plan for Success Transform Daily Operations

 

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 your team, my firm can produce a process map that will help you achieve a better software outcome. Contact Lee Kuntz, CLSSBB to learn more.

PEAK2022 Presentation: Powering Up Productivity! Stay Sane Whether Working Remotely, In Transition, or On Site

March 9, 2022 | 3:02 pm

Join grant makers at PEAK2022 Online for this exciting session. 

Are you working around the clock, working remotely, in transition or onsite? Yet is there even more to do? Are employees feeling stressed out? Are they at risk of leaving the foundation?

In this professional development session, leaders and individuals will hear and practice three employee productivity best practices in fun activities.

Learning Objectives

  • Learn productivity hacks
  • Set up the productive workspace
  • Lead the productive office

Learn about or register for PEAK2022 here:

PEAK2022 Online | PEAK Grantmaking Annual Conference

Experience an IPD Coached Process Deep Dive

April 25, 2024 | 9:01 am

Operations—the work done to execute an organization’s mission—is critical to achieving success.

Are you looking to improve processes and related 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 points. They improve quality, reduce turn-around time and deliver more efficiently and effectively to their community. Experience our virtual and in-person process deep dive in this short video. And contact Lee Kuntz to talk about what that would look like for your organization and goals.

IPD Coached Process Deep Dive Video Link

Live, No-Cost Webinar: Your Next Operations Opportunities

May 25, 2022 | 3:00 pm

Operations—the work done to execute an organization’s mission—is critical to achieving success. Even during the pandemic, communities and foundation boards are asking for more from operations staff—more effectiveness, greater efficiency, and a higher degree of accuracy. They want faster turnaround time and the capacity to administer more programs.

Operations and process improvement are key to delivering on these increasing expectations.

In this webinar, you will learn how foundations have improved their approach to getting work done. Next, we will help you identify potential opportunities for maximizing how processes, people, and systems can lead to better outcomes and enhanced impact. Finally, we will explain the steps needed to achieve great results from operations and process improvement.

Speaker: Lee Kuntz, Certified Process Coach and CLSSBB

Date: May 25, 2022, 2:00–2:45 pm CT

Registration Link

Once you register, you will receive a Zoom meeting invite. We hope you will join us for this free informational session.

IPD webinar 2022 – Next Operations Opportunities

Are you also interested in learning to transform process and outcomes?

Do you want to learn to transform processes and operations, which is different content than this webinar? Then contact Lee Kuntz at 651-330-7076 or lee @improveprocess.net to share your needs. And click here to experience our process deep dive. 

Live, No-Cost Webinar: Your Next Operations Opportunities

March 28, 2022 | 1:26 pm

Operations—the work done to execute an organization’s mission—is critical to achieving success. Even during the pandemic, communities and foundation boards are asking for more from operations staff—more effectiveness, greater efficiency, and a higher degree of accuracy. They want faster turnaround time and the capacity to administer more programs.

Operations and process improvement are key to delivering on these increasing expectations.

In this webinar, you will learn how foundations have improved their approach to getting work done. Next, we will help you identify potential opportunities for maximizing how processes, people, and systems can lead to better outcomes and enhanced impact. Finally, we will explain the steps needed to achieve great results from operations and process improvement.

Speaker: Lee Kuntz, Certified Process Coach and CLSSBB

Date: March 24, 2022, 1:00–2:00 pm CT

Registration Link

Once you register, you will receive a Zoom meeting invite. We hope you will join us for this free informational session.

IPD webinar 2022 – Next Operations Opportunities

Live, No-Cost Webinar: Maximize New Software Investment and Success with Process Redesign—Three Case Studies

May 19, 2022 | 3:42 pm

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 “About Process Transformation” webinar, you will hear a couple of best practices for redesigning and maximizing business processes and practices during new system implementation.

Speaker: Lee Kuntz, Certified Process Coach, CLSSBB

Webinar: Thursday, May 19, 2022; 1:00 pm–1:45 pm CT

Register in advance for this meeting:

Registration link

Once you register, you will receive a Zoom meeting invite.   We look forward to you joining us for this informational session.

 

Presentation link: IPD webinar 2022 – Process Redesign to Maximize New Systems Success Three Case Studies

Are you also interested in learning to transform process?

Do you want to learn to transform processes and operations, which is different content than this webinar? Then contact Lee Kuntz at 651-330-7076 or lee @improveprocess.net to share your needs. And click here to experience our process deep dive. 

Live, No-Cost Webinar: Three Ways to Ready Operations Staff for More Change

May 11, 2022 | 4:06 pm

Is your operations staff ready for more change?

Our recent survey of the philanthropic sector found all responding foundations expect major change in 2022 and beyond. Potential changes include implementing new systems, hiring new leaders, adding new programs, or accommodating new expectations.

Yet many operations employees—the people who are most accountable for implementing new ideas—are worn out and not ready to take on the challenges that inevitably accompany change.

Over the course of 100 operations projects with philanthropic organizations, Lee Kuntz has regularly encountered employees hesitant to change how they do their work. In this live, no-cost webinar, Lee will share three ways to get operations staff ready to make positive, productive changes.

Speaker: Lee Kuntz, Certified Process Coach and CLSSBB

Live webinar date & time: May 11, 2022; 2:00–2:45 pm Central Time

Register in advance for this meeting:

Registration Link

Once you register, you will receive a Zoom meeting invite. We hope you will join us for this free informational session.

Link to presentation: IPD May 2022 webinar – Ready Staff for More Change

Are you also interested in learning to transform process?

Do you want to learn to transform processes and operations, which is different content than this webinar? Then contact Lee Kuntz at 651-330-7076 or lee @improveprocess.net to share your needs. And click here to experience our process deep dive. 

Live, No-Cost Webinar: Three Ways to Ready Operations Staff for More Change

February 16, 2022 | 3:06 pm

Is your operations staff ready for more change?

Our recent survey of the philanthropic sector found all responding foundations expect major change in 2022 and beyond. Potential changes include implementing new systems, hiring new leaders, adding new programs, or accommodating new expectations.

Yet many operations employees—the people who are most accountable for implementing new ideas—are worn out and not ready to take on the challenges that inevitably accompany change.

Over the course of 100 operations projects with philanthropic organizations, Lee Kuntz has regularly encountered employees hesitant to change how they do their work. In this live, no-cost webinar, Lee will share three ways to get operations staff ready to make positive, productive changes.

Speaker: Lee Kuntz, Certified Process Coach and CLSSBB

Live webinar date & time: February 17, 2022; 1:00–2:00 pm Central Time

Register in advance for this meeting:

Registration Link

Once you register, you will receive a Zoom meeting invite. We hope you will join us for this free informational session.

Post Presentation

For those that attended this training, here is a link to the presentation Lee Kuntz shared.

IPD 2022 webinar – Ready Staff for More Change Presentation

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 and service fund accounts accurately, and work effectively with their boards. Some organizations have discovered that fine-tuning these operations equips them to magnify their community impact.

These organizations function at their best when their processes, systems, and people are maximized. Here are three ways organizations can maximize to operate for impact.

Better service to the community. When an organization’s grantmaking work steps are consistently carried out as designed (including substantial error proofing), grants are issued accurately. Proactive operations staff make these grants in the manner that is best for grantees, whether electronically or with hard-copy checks. Having processes in place to verify email and postal addresses eliminates the need to reissue communications or follow up on missing grant payments. When organizations manage processes for accuracy and a high service level, everyone’s time and energy can be spent wisely.

Quicker turnaround. Most organizations spend hundreds of thousands—even millions—of dollars on technology. From my experience, few of them use more than half their system’s capabilities. Instead they rely on manual processes and system work-arounds, all of which slow the delivery of payments to grantees and receipts to donors. When payments and receipts do not go out on time, grantees and donors typically start calling to find out the status of their payment or donation. Fielding calls and tracking down an explanation takes precious time away from the main purpose of the philanthropic effort.

A grantmaker who makes best use of the available tools, such as leveraging templates in Outlook and creating system reporting rather than relying on manual work-arounds, gets grants and confirmations out the door fast. The donor or grantee’s focus on creating an impact continues without disruption.

Efficiency that creates lower administrative costs, enabling more community investment. Philanthropic work, whether related to program design or operations, is paid for by fund expenses. Therefore, greater internal costs mean higher fund expenses and less money available for making a philanthropic impact. Doing operations work more efficiently can help decrease internal costs. A key component to that efficiency is maximizing staff time.

Yet too often, operations staff are hired and then shown their desk and a pile of work. This may unwittingly imply that their role is less important than the functions carried out by program designers.
Nonprofits that support their staff by defining clear roles, providing purposeful training, and delineating business rules find that their staff gets work done faster and better. And not inconsequentially, their employees are satisfied, productive, and energized.

Improving Operations Achieves Impact

Grantmakers and operations staff working in finance, technology, human resources, and other areas have an important role to play in enhancing efficiency. By proactively managing and improving processes and making best use of systems, you can increase the philanthropic impact of your organization.

Learn more about how to enhance operation in this recently published article: Invest in your operations teams to drive your mission forward – PhilanTopic | PND | Candid

About the Author

Lee Kuntz is founder and president of Innovation Process Design, Inc. As a certified process coach, she provides process improvement training and coaching to help teams look at their work with new eyes, transform how work gets done, and create tangible results in operations efficiency and effectiveness.

Contact Lee today to discuss your challenge.