1 december 8, 2015 ywca usa financial leadership & management program assessing mission impact...
DESCRIPTION
3 Why are we doing this? Phase II – Purpose and Outcome Engage Senior Leadership Understanding your Association’s business model better How your programs create exceptional impact in a financially viable manner. Create a Matrix Map A visual representation of your organization’s business model. Make Strategic Decisions Analyze and make recommendations to strengthen your business model OutcomeAn understanding of your business model and action plan to strengthen itTRANSCRIPT
1December 8, 2015
YWCA USA Financial Leadership & Management ProgramAssessing Mission Impact
for e
very
wom
an
1
Join us on Twitter: @SpectrumSteve
2
WELCOME
3
Why are we doing this?Phase II – Purpose and Outcome
Engage Senior Leadership
• Understanding your Association’s business model better
• How your programs create exceptional impact in a financially viable manner.
Create a Matrix Map
• A visual representation of your organization’s business model.
Make Strategic Decisions
• Analyze and make recommendations to strengthen your business model
Outcome An understanding of your business model and action plan to strengthen it
4
Impact Strategy Financial Strategy
5
Impact Strategy Financial Strategy
6
A sample YWCA Association
($150,000) ($100,000) ($50,000) $0 $50,000 $100,000 $150,000
0
1
2
3
4Employment Services
Wellness - Fitness
Childcare
Youth Services
Leadership Luncheon
Computer Lab
Endowment
EventsDomestic Violence Shelter
Profitability
Impa
ct
7
Matrix Map Process
8
Matrix Map Process
9
Determining Programs
What are your core activities?
Mission-Specific Programs
Fund Development Programs
10
Examples
YWCA Sonoma County• Safe House Shelter• “A Special Place” Preschool• Family Justice Center• Therapy Program• “Women, Wine & Cheese”• DVAM• Direct mail campaigns• Grant writing
YWCA Clinton• Empowerment Center• Children’s Center• Health & Wellness• Youth Program• Social Impact / Diversity• Signature Auction• Annual Giving• Private Donors• Supporting Memberships
11
Questions Raised
• Do we have to put every program on the matrix map?
• Can we add programs we are not currently offering but would like to?
12
Other Questions?
13
Matrix Map Process
14
Example
Criteria1. Contribution to intended impact?
2. Excellence in Execution
3. Significant Unmet Need
4. Community Building
Employment Services
4 4 3 2
Childcare 4 3 1 4Shelter 3 1 1 2Resource Library
2 1 1 2
Direct Mail 2 2 1 3Major Donors 2 3 1 3Annual Event 1 2 1 2Site Rentals 2 2 1 1
15
Designing & Executing the Impact Assessment
15
DISCUSS the
results and
name the
implications
CONDUCT the
assessment
Determine HOW
TO CONDUCT the assessment
Determine WHO
WILL PARTICIPATE in
the assessment
Provide BACKGROUND INFORMATION on the
tool and programs
SELECT AND TAILOR four impact criteria
16
Designing & Executing the Impact Assessment
16
Contribution to Intended Impact
Excellence in ExecutionCriterion 3Criterion 4
SELECT AND TAILOR four impact criteria
17
Impact Criteria
1. Contribution to Intended Impact
Relative to other programs, how well does this program as it is currently executed contribute to what the overall organization aims to accomplish?
17
18
Signature Outcomes
Racial Justice and Civil RightsEmpowerment and Economic Advancement of Women and
GirlsHealth and Safety of Women
and Girls
To increase the equal protections and equal opportunities of people of color.
To increase economic opportunities for women and girls of color
To improve the health and safety of women and girls of color.
Relative to the other activities your organization engages in, how does each program contribute toward this outcome?
19
Impact Example
YWCA Southeast Wisconsin• How significantly does this program
provide evidence of the organization’s commitment to the elimination of racism and empowerment of women, particularly women of color?
YWCA Oahu• Does this program advance the
mission of eliminating racism and empowering women and do so in such a way that the community understands not only the contribution but also the mission of the organization?
20
Impact Criteria
2. Excellence in Execution
As it is currently executed, is this program something we deliver in an exceptional manner?
20
21
Impact Example
YWCA Southeast Wisconsin• Is this program recognized both
internal to the organization and in the broader community as one that is delivered exceptionally well?
YWCA Oahu• Are we the best in town to provide
the program?
22
Contribution to intended impact
Relative to other programs, how well does this program contribute to what the overall organization aims to accomplish?
Excellence in execution
Is this program something that the organization delivers in an exceptional manner?
Scale How many people are touched or influenced by this program?
Depth How profound is the level of intervention with this program?
Significant Unmet Need
Is there significant competition or are there similar offerings of this program? Is there an adequate supply of services to meet the demand for them in our community?
Community Building
Does this program build community around the program or the organization as a whole?
LeverageDoes this program benefit from and nurture important relationships and partnerships inside and outside the organization?
Mission Impact Criteria
23
Impact Example
YWCA Southeast Wisconsin• Contribution to Intended Impact• Excellence in Execution
• Leverage• Community Building
YWCA Oahu• Contribution to Intended Impact• Excellence in Execution
• Significant Unmet Need (Gap)• Leverage
24
Choosing Criteria
25
Designing & Executing the Impact Assessment
25
DISCUSS the
results and
name the
implications
CONDUCT the
assessment
Determine HOW
TO CONDUCT the assessment
Determine WHO
WILL PARTICIPATE in
the assessment
Provide BACKGROUND INFORMATION on the
tool and programs
SELECT AND TAILOR four impact criteria
26
Designing & Executing the Impact Assessment
26
Provide BACKGROUND INFORMATION on the
tool and programs
27
Designing & Executing the Impact Assessment
27
DISCUSS the
results and
name the
implications
CONDUCT the
assessment
Determine HOW
TO CONDUCT the assessment
Determine WHO
WILL PARTICIPATE in
the assessment
Provide BACKGROUND INFORMATION on the
tool and programs
SELECT AND TAILOR four impact criteria
2828
Senior Management Board? Staff?
Determine WHO WILL PARTICIPATE in the
assessment
Designing & Executing the Impact Assessment
29
Criteria for Participating
• A foundational understanding and knowledge of the programs
• Trust and ability to be candid
30
Designing & Executing the Impact Assessment
30
DISCUSS the
results and
name the
implications
CONDUCT the
assessment
Determine HOW
TO CONDUCT the assessment
Determine WHO
WILL PARTICIPATE in
the assessment
Provide BACKGROUND INFORMATION on the
tool and programs
SELECT AND TAILOR four impact criteria
31
Designing & Executing the Impact Assessment
31
Online AssessmentManuallyIn-Person
Determine HOW TO CONDUCT the
assessment
32
Association NameAssessing Mission Impact
Customized Criteria:
Contribution to Intended Impact
Excellence in Execution
#3 #4Mission Impact
Program 1 #DIV/0!
Program 2 #DIV/0!
Program 3 #DIV/0!
Program 4 #DIV/0!
Program 5 #DIV/0!
Program 6 #DIV/0!
Program 7 #DIV/0!
Program 8 #DIV/0!
Program 9 #DIV/0!
Program 10 #DIV/0!
Program 11 #DIV/0!
Designing & Executing the Impact Assessment
33
Designing & Executing the Impact Assessment
33
DISCUSS the
results and
name the
implications
CONDUCT the
assessment
Determine HOW
TO CONDUCT the assessment
Determine WHO
WILL PARTICIPATE in
the assessment
Provide BACKGROUND INFORMATION on the
tool and programs
SELECT AND TAILOR four impact criteria
34
Designing & Executing the Impact Assessment
• Conduct individually
• Come together in a meeting and share results
• Discuss areas where there are discrepancies
• Take averages
35
Designing & Executing the Impact Assessment
35
DISCUSS the
results and
name the
implications
CONDUCT the
assessment
Determine HOW
TO CONDUCT the assessment
Determine WHO
WILL PARTICIPATE in
the assessment
Provide BACKGROUND INFORMATION on the
tool and programs
SELECT AND TAILOR four impact criteria
36
Assessing Mission Impact
37
Matrix Map Process
38
Matrix Map Process
39
True Program Costs
Direct Costs
Shared Costs
Admin Costs
40
Allocating Revenue
Allocated to Mission-Specific Programs
• Government contracts• Restricted foundation
grants• Fee for service money
Allocated to Fund Development Programs
• Unrestricted contributions by individuals or foundations
• Special events
41
Profitability Worksheet
Association NameDetermining Profitability
Revenue Total Expenses Profitability
Program 1 -$ -$ -$
Program 2 - - -
Program 3 - - -
Program 4 - - -
Program 5 - - -
Program 6 - - -
Program 7 - - -
Program 8 - - -
Program 9 - - -
Program 10 - - -
Program 11 - - -
Total $ - $ - $ -
42
Matrix Map Process
43
Matrix Map Process
Feb. 3rd
44
Homework
1. Review Mission Impact Criteria and Program Overview sheets
2. Assess mission impact
3. Start thinking about profitability
45
Homework
Please complete and return the “Assessing Mission Impact” sheet by January 9th
Submit to [email protected]
46
47
YWCA FLM: Discussion Sitehttp://ywcaflm.ning.com/
48
Determining Programs Chapter 4; Pages 54-59
Assessing Mission Impact:Choosing criteria
Chapter 5; Pages 70-78
Assessing Mission Impact:Program overview
Chapter 5; Pages 79-80
Assessing Mission Impact:Conducting the Assessment
Chapter 5; Pages 81-90
Determining Profitability Chapter 6
49
The Spectrum Team
Steve [email protected] Steve Strang
Lauryn [email protected]
Shelly [email protected]
50
Our Timeline
Feb. 3rd
Jan. 9th
Jan. 12th
Jan. 25th
Spectrum To Do
Jan. 26th – Feb. 2nd
51
52
Steve ZimmermanSpectrum Nonprofit Serviceswww.spectrumnonprofit.comstevez@spectrumnonprofit.com414-727-1029