Situation: A community foundation CEO shared with me that her organization was growing, but the processes they had in place felt frail. She worried that employee turnover could create the risk of errors and reputation damage. Also, the foundation was moving slowly in performing essential services, such as issuing donor-advised fund (DAF) grants. This CEO knew the foundation had the opportunity for growth, but employees were burned out from regularly working overtime on both evenings and weekends. How could she lead the team to solve these challenges?
Approach: My first step was to introduce process improvement/transformation tools so staff and leadership could see what was actually happening. Then I provided a four-hour “Concepts Training” to project teams to build the foundation’s most powerful asset: their team. After that I coached a 24-hour process deep dive into the foundation’s DAF grants process.
Results: This approach enabled each project team member to learn the process. The team removed 40% of the process steps they had formerly used to issue DAF grants. In so doing, they decreased turnaround time and recaptured about 1,500 hours of staff time. Staff and leaders came to understand that every employee needed to be part of the solution. Now the team has both skills and will to replace FIMS. A delighted project champion commented that the work was done on time, on target, and on budget.
See a process deep dive happen: IPD Process Deep Dive Experience Video
Given that November marks the beginning of the big donation season, many philanthropic organizations have only the next four months to position themselves for success this year. Now is a great time to engage employees in solving pain points, creating capacity, and getting ready for the year-end donation season. Learn more: What Will Your Organization Accomplish in the Next Four Months?
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, I can produce a process map that will help you achieve a better software outcome. Contact me to learn more.
The past two years have been defined by disruption, causing some leaders to worry about overwhelming staff with process changes. In reality, however, thoughtfully examining and optimizing day-to-day organizational activities can actually help philanthropic and nonprofit organizations recapture time, improve accuracy, increase coaching, and otherwise enhance their community impact. Learn more in my article recently published in Candid’s Philanthropy News Digest. Change for good: How foundations can increase impact through operational improvements | The sustainable nonprofit | Features | PND (philanthropynewsdigest.org)
MinnCAP Annual Conference, Willmar Minnesota
July 26, 2022, 1:30 to 2:45 pm
Minnesota CAP agencies: Learn more and register: MinnCAP Annual Conference 2022