imagine a healthy and thriving western montana. …...grantmaking and strategic initiative launched...

Imagine a healthy and thriving Western Montana.

Imagine resilient families, supported children.

Imagine game-changing community collaborations.

Imagine a new kind of philanthropy.

Headwaters Foundation Service AreaWe serve the 15 western-most counties in Montana including: Lincoln, Flathead, Sanders, Lake, Mineral Missoula Powell, Lewis and Clark, Granite, Ravalli, Deer Lodge, Jefferson, Silver Bow, Beaverhead and Madison

Headwaters Foundation Timeline

Start up

2017Formation

2016

Launch!

2018

Bylaws adopted, board seated, CEO search launched.

CEO and staff hired, stakeholder conversations and community meetings conducted, research, analysisand strategic planning completed

Strategic plan adopted, communications, branding,grantmaking and strategic initiative launched

Community Medical Center sold, attorney general approved forming the foundation, board trustees named.

2015

Birth

Who we are

VisionA western Montana where all people, especially the most vulnerable among us, are healthy and thriving.

MissionTo work side-by-side with western Montanans to improve the health of our communities.

CommitmentListening, leveraging, learning. Trust-based philanthropy.

Ourfocus

Upstream Focus

Cultivate Better Health(SDOH)

Build resiliency for children and families

How we work Community

organizing

Grantmakingand strategic initiatives

Policy and influence

Capacity building

2018 Portfolio OverviewTotal Investments $2M in 2018

Cultivating healthy and

thriving children

(ages 0-5)

Building the resiliency of children and

families (ages 0-18)

Strategic Initiative GO! Grants Policy &

InfluenceSponsorships

Lifting the voice of

children and families through

policy and education

Supporting events that

build the resiliency of children and

families

Program Office

0 to 5 Strategic Initiative

This office made of up three statewide partners will manage the overall administration of the 0 to 5 Strategic Initiative. This office will coordinate research, data, policy, coalition building, convening, technical assistance, an annual conference and grassroots mobilization of the initiative.

Headwaters Foundation will support this office with seed funding, strategic communications and will work to leverage other funders.

Community collaboratives driving toward transformational change

Program Office

0 to 5 Strategic InitiativeCommunity collaboratives driving toward transformational change

Headwaters Foundation will invest in the creation of locally-driven, multi-sector collaboratives that will work to address healthy pregnancy, positive parenting and school readiness.

Program Office



Program Office


GO! Grants

Strategiccommunications

SponsorshipsPolicy & Influence

Program Office

GO! Grants

Strategiccommunications

SponsorshipsPolicy & Influence


Community Collaboratives

FrameworkEach collaborative will have:• An anchor organization• A common agenda• Common data and success

measures• A work plan• SMART objectives • A governance structure

PrinciplesEach collaborative will work based on:• Multi-sector participation• Upstream Focus• Engage and prioritize vulnerable

people• Address policy and systems

change• Engage systems leaders

“What’s exciting about what’s happening today? What more do you need to know?”

People own that which they help to build.

Margaret Wheatley

In our time together today, we will…

- Learn about the roles of an anchor organization and a design team

- Review the basics of consensus decision making

- Strive for consensus to select an anchor organization

- Identify design team members- Talk about next steps

What’s an anchor organization?

• Act as main point of contact with Headwaters

• Act as fiscal sponsor for the collaborative

• Guide vision & strategy• Support aligned activities• Establish shared measurement

practices• Cultivate community engagement and

ownership• Advance policy• Mobilize additional resources

• The anchor organization does not set the agenda for the collaborative

• The anchor organization does not drive the solution

• The anchor organization does not receive all the funding

• The role of the anchor is notself-appointed rather than selected by the community

What’s NOT an anchor organization?

What are ideal traits of an anchor organization?

• Credibility and trust in the community

• Organizational capacity to manage complex, multi-year funding

• Experience working on early childhood issues

• Track record of an ability to get things done

• Organizational culture of sharing the credit, generating excitement and momentum

Other key ingredients…

• It’s preferable that the anchor organization is a non-profit (501c)

• It can be a governmental (county, city, Tribal) or school district but additional restrictions may apply

• The focus of the initiative is to move the needle on three early childhood “buckets” – and the coordinating work of the anchor will be focused on one of the three:• Healthy pregnancies• Positive parenting• School readiness

Our process for choosing an anchor organization today

• Headwaters believes this is a community decision, not a foundation decision

• If we can today, we will choose an anchor organization

• If we can’t reach consensus, the design team will establish a process for selection of an anchor organization

Proposed process for choosing an anchor organization today

• Attendees will nominate a potential anchor organization

• Anchor nominees can decline, or will have up to 3 minutes to express their interest in serving as anchor

• Given the size of the room, we will use an electronic poll to see if there is consensus; if not, discussion at tables and a re-vote –70% agreement will be viewed as consensus

Consensus-Based Decision Making

• Consensus is coming to an agreement that everyone can live with

• Allows for everyone’s voice to be heard

• Incorporates diverseexperiences & views

• Based on consensus building

Anchor organization nominations

• Review the roles & traits handout• Think of who should serve as the

anchor organization – it’s okay if you don’t have an opinion at this time

• Nominated organizations will be invited to speak if they’re interested in serving as the anchor

• We will then conduct an online poll

POLL EVERYWHERE

Via Text

Via Web link:PollEv.com/headwaters

What’s a design team?• A design team is comprised of 8-14

people representing different sectors of the community

• The design team will meet 2 – 4 times this summer/fall to work with the anchor organization and Headwaters to create a scope of work

• This scope of work will be the basis of the final award agreement between Headwaters and the community collaborative

• If we can’t reach consensus on anchor, the design team will establish a process for selection of an anchor organization

Ideal traits of a design team member

• Collaborative Leader• Communicator• Community Translator• Lifelong Learner• Politically Astute• Strategic• Practical

Other key ingredients…• Local communities already have

an early childhood coalition • Given the focus of the initiative, it

may make sense for new members to join the coalition

• Ideally, the design team will be comprised of members of the existing coalition’s leadership team as well as new members (if needed)

• Today, we’d like to invite people interested in being on the design team to express their interest. At a later date, we will help to facilitate a meeting to establish a design team for the initiative

• Review the roles & traits handout• If you’re interested in serving on

the design team (or want to suggest someone who is not here today), we will ask you to volunteer shortly

• At a later date, we will help to facilitate a meeting with existing early childhood coalition leadership and interested organizations to establish a design team for the initiative

Proposed process for identifying design team today

Next Steps

Next Steps

What else do we need to help us move this forward in our community?

Our work …

Never doubt that a small group of thoughtful, committed people can change the world. Indeed, it is the only thing that ever has.

Margaret Mead

imagine a healthy and thriving western montana. …...grantmaking and strategic initiative launched...

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