nonprofits connecting to collaborate findings- esc

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Triangle

Nonprofits:Collaborating toBuild a StrongerFutureFindings from the Survey Nonprofits Connecting to Collaborate

August 2011


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CONTENTSExecutive Summary ....................................................................................................... 3

Introduction ................................................................................................................... 4

Background .................................................................................................................... 5

Results ........................................................................................................................... 6

Interest in Collaborative Efforts ................................................................................ 6

Interest from Small-Budget Nonprofits .................................................................. 7

Interest from Single-County Nonprofits ................................................................. 7

Influence of Mission Focus ...................................................................................... 8

Important Characteristics of Collaborating Organizations ....................................... 8

Preferences of Large-Budget Nonprofits ................................................................ 9

Preferences of Four-County Nonprofits ................................................................ 10

Influence of Mission Focus .................................................................................... 11

Conclusion .................................................................................................................... 12

The Role of The ESC ............................................................................................. 12

Collaboration Now and in the Future ................................................................... 13

Acknowledgements ...................................................................................................... 14

References .................................................................................................................... 15

Appendix A: Survey Instrument ................................................................................. 16

Survey Introduction .................................................................................................. 16

Collaboration Interest Information .......................................................................... 16

Collaboration Interest Information .......................................................................... 18

Organization Information ........................................................................................ 19

Appendix B: Funder Feedback .................................................................................... 20


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FIGURESFigure 1: Interest in Collaborative Efforts .................................................................... 6

Figure 2: Interest in Collaborative Efforts, by Budget Size ......................................... 7

Figure 3: Interest in Collaborative Efforts, by Number of Counties Served ................ 8

Figure 4: Interest in Collaborative Efforts, by Mission Focus ...................................... 8

Figure 5: Important Characteristics of Collaborating Organizations .......................... 9

Figure 6: Important Characteristics of Collaborating Organizations, by Budget Size

...................................................................................................................................... 10

Figure 7: Important Characteristics of Collaborating Organizations, by Number of

Counties Served ........................................................................................................... 10

Figure 8: Important Characteristics of Collaborating Organizations, by Mission

Focus ............................................................................................................................ 11


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EXECUTIVE SUMMARYThe Executive Service Corps of the Triangle (ESC) recently conducted a survey of

Triangle nonprofit to learn the extent to which these organizations have an interest

in some form of collaboration with other local nonprofits. This survey wasundertaken because increasing demands for services and declining resources in the

current poor economy cause nonprofits to face enormous challenges. Collaboration is

one way to address some of

these challenges.

In partnership with the NCCenter for Nonprofits, thesurvey was emailed to 1,400

Executive Directors or Board

Chairs of Trianglenonprofits; 140 responded.

Based on the survey

responses, most Triangle

nonprofits appear to be most interested in the project stage of collaboration,

specifically sharing development activities, sharing projects and/services, and

sharing advocacy efforts. Triangle nonprofits are most interested in collaboratingaround shared missions. Other responses indicate:

Small nonprofits are significantly more likely to report interest in

collaboration than larger ones.

Organizations serving one county are more interested in collaboration than

organizations serving multiple counties.

Nonprofits missions influence collaboration preferences.

Client base and location of an organization have little impact on their desire

for collaboration.

This study is one step towards building collaborative efforts among Triangle

nonprofits. Now that it is clear that a strong interest exists, the ESC will initiate a

September meeting designed for interested nonprofits leaders to learn the options

and the requirements for collaboration. The ESC will also be able to assist these

organizations in developing plans to create successful collaborative efforts.

Collaboration (n.) A processwhere two or more organizations

work together to realize shared

goals and results that cannot be

obtained by working alone.


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TRIANGLE NONPROFITS:

COLLABORATING TO BUILD A

STRONGER FUTUREFindings from the Survey Nonprofits Connecting to Collaborate

INTRODUCTIONThe scale and complexity of issues faced by Triangle1 nonprofits require

administrators to consider different methods and approaches to achieve their

missions. Nonprofits will need to transition from an isolated approach to achievingtheir missions to embrace a collective approach in order to achieve large scale

change.2 The Executive Service Corps of the Triangle (ESC) believes organizations,

suffering from limited resources, can improve their operational efficiency and

effectiveness through

collaboration.

The ESC desires to encourage

and support nonprofit

partnerships. In June, 2011,

the ESC conducted a survey,

Nonprofits Connecting to

Collaborate, to assess Triangle

nonprofits interest in inter-

organization collaboration. This

survey is the first step in the ESCs new initiat ive to promote stronger collaboration

among Triangle nonprofits and to build a stronger nonprofit community.

The survey was created by the ESC utilizing SurveyMonkey, an online assessment

tool, and was distributed with the generous help of the N.C. Center forNonprofits.

The survey was mailed to 1,400 board chairs and executive directors of Triangle

members of the N.C. Center, the ESCs clients, and other Triangle nonprofits. Atotal of 140 nonprofits participated in the survey- a response rate of approximately

10 percent-- demonstrating a strong interest in collaboration.

1 Note on terminology: For the purposes of the survey, the Triangle is defined as Chatham,Durham, Orange, and Wake Counties only.

2 Kania, J. K., & Kramer, M. (2011, Winter). Collective Impact. Stanford Social InnovationReview, pp. 36-41.

We are growing and facing the

need to make changes, and I

think collaboration would be one

area we could benefit from. -Survey Respondent


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BACKGROUNDThis report comes at an exceptional period, when nonprofit budgets have decreased

due to shrinking donations, contracts, and grants, while the demand for services

continue to rise. To make ends meet, many organizations are cutting expenses andservices, and even closing entire offices and programs.

The nonprofit sector has become an indispensable part of society, providing services

to individuals and communities. The Salvation Army, Meals on Wheels, Legal Aid,

homeless shelters, mental health agencies, and child care centers are just a few

examples of Triangle

nonprofits that area citizens

count on every day. In the

Triangle alone,

approximately 2,0453

nonprofit organizations serve

the community, with assets

exceeding $25 billion.4

While individual

organizations are very

important to the nonprofit sector, "large-scale social change requires broader cross-

sector coordination, yet the social sector remains focused on the isolated intervention

of individual organizations."5

Nonprofit organizations have long cooperated with each other on some level.Collaboration can be understood as a continuum with a sharing of resources for a

specific project to merger.

For this report, we focus on three organizational categories and their relationship to

an organizations willingness to collaborate:

Budget Size (e.g. less than $300,000; $300,000-700,000; more than $700,000)

Mission Focus(es) (e.g. advocacy, education)

Number of Counties Served- Survey respondents served one or more counties.

3 N. C. Center for Nonprofits. (n.d.). North Carolina Nonprofits by Economic DevelopmentRegion and County. Retrieved July 21, 2011, from N.C. Center for Nonprofits:http://www.ncnonprofits.org/NAM/NCCountyregionaldata.pdf.

4 N. C. Center for Nonprofits. (n.d.). Reporting Charitable Nonprofits in North Carolina byCounty, 2006. Retrieved July 21, 2011, from N. C. Center for Nonprofits:http://www.ncnonprofits org/NAM/NCcountydata.pdf.

5 Kania.

Funding instability and

reductions are seriously

threatening our work at this

point. Any support is welcomed.- Survey Respondent


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RESULTSINTEREST IN COLLABORATIVE EFFORTSWhat levels of collaboration are Triangle nonprofits interested in pursuing? The

survey confirms the ESCs assumptions that organizations are more comfortable

with collaboration that is

smaller in scope or term, such

as sharing.

Considering most

nonprofit collaborations

currently focus on

networks that share

information andcoordinate on short-

term actions, rather

than sustained and

structured initiatives, it

is not surprising that nearly half of the responding nonprofits are interested

in sharing (development activities, projects, programs and/services or

advocacy efforts).

Fewer nonprofits are interested in sustained, structured initiatives: forming

a new organization (6%), merging to form a partner/subordinate relationship

(10%), and merging to one integrated organization (14%).

9%

10%

14%

34%

6%

29%

30%

28%

24%

35%

45%

45%

47%

Not interested

Merging to partner/subordinate

Merging to integrated org.

Combining marketing

Forming a new organization

Forming a partnership

Co-locating

Co-purchasing goods/services

Sharing staffing

Sharing staff training

Sharing advocacy

Sharing projects/programs/services

Sharing development

Figure 1: Interest in Collaborative Efforts

We collaborate with a number

of organizations mostly by

cross-referring, but also by

participating in shared

community events. -Survey Respondent


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INTEREST FROM SMALL-BUDGET NONPROFITSOur findings suggest interest in collaboration is related to an organizations

financial resources. Small Triangle organizations are notably more interested in

collaboration than large organizations. Assuming they have more to gain from

collaboration, nonprofits with smaller budgets and fewer resources demonstratemore interest in increased connectivity with other organizations.

INTEREST FROM SINGLE-COUNTY NONPROFITSTriangle nonprofits serving one county are more interested in collaboration than

organizations serving four counties, according to the survey. (See Figure 3 on page

10.) Forming partnerships is considered easier for one-county organizations, as

opposed to four-county organizations. Plus, certain collaborative efforts, such as

sharing projects/programs and services, sharing staff training and sharing staff, are

more natural for organizations with smaller geographic service areas.

0% 20% 40% 60% 80%

Sharing development

Sharingprojects/programs/services

Sharing staffing

Co-locating

Combining marketing

Figure 2: Interest in Collaborative Efforts,by Budget Size

More than $700,000

$300,000-700,000

Less than $300,000


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INFLUENCE OF MISSION FOCUSMission areas influence an organizations collaboration preferences.According to our

survey, there is a large interest in advocacy efforts. This preference is likely due to

the current economic recession, which forced organizations to trim advocacy work to

avoid trimming services.

IMPORTANT CHARACTERISTICS OF COLLABORATING ORGANIZATIONS

0% 10%20%30%40%50%60%

Sharingprojects/programs/services

Sharing advocacy


Sharing staffing


Figure 3: Interest in Collaborative Efforts,by Number of Counties Served

Four Counties

One County

0% 20% 40% 60% 80%

Sharing development

Sharing advocacy

Co-locating


Figure 4: Interest in Collaborative Efforts,by Mission Focus

Advocacy

Anti-poverty/Socialservices

Education &development

Health & mental health


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In addition to an interest in specific collaboration effects, the ESC wanted to learn

more about the characteristics around which organizations are interested in

collaborating. This study reveals how important common mission areas are to

nonprofit collaborations, as well as the significance of other organizational

characteristics in possible partners.

The high demand to collaborate with organizations that share missions (65%)

supports the ESCs initial assumption.

Since nonprofit missions outline their operations, client base and location,

working with an organization that is driven by a similar mission, is the most

basic step to finding common ground in nonprofits collaborative efforts.

PREFERENCES OF LARGE-BUDGET NONPROFITSOrganizations with large budgets are more concerned about sharing characteristics

with potential associates, especially shared client bases and/or shared needs (See

Figure 6 on page 12). Driven less by financial motivations, large nonprofits may be

less interested in collaboration

because they believe they have less to

gain from potential partnerships and

more to lose than small

organizations.

6%

10%

9%

29%

65%

30%

34%

Other

Characteristics are not important

Similar organizational size

Shared organizational needs

Common mission area

Shared general location

Shared client base

Figure 5: Important Characteristics ofCollaborating Organizations

We find it challenging to

collaborate with agencies

that have different financialand staffing capacity.

-Survey Respondent


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PREFERENCES OF FOUR-COUNTY NONPROFITSSimilar to nonprofits with large budgets, four-county organizations demonstrate less

interest in collaboration and increased selectivity concerning potential collaborative

partners. Four-county organizations are more interested in sharing characteristics

with future partners than single-county organizations.

0% 20% 40% 60% 80%

Shared client base

Similar mission

Shared needs

Figure 6: Important Characteristics ofCollaborating Organizations, by Budget Size

More than $700,000

$300,000-700,000

Less than $300,000

0% 20% 40% 60% 80%

Shared client base

Similar mission

Unimportant

Figure 7: Important Characteristics ofCollaborating Organizations,

by Number of Counties Served

Four Counties

One County


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INFLUENCE OF MISSION FOCUSConcerning potential partners, advocacy organizations are more interested in

working with other advocacy

organizations that have the same

needs. Even though their effortsare likely centered on Raleigh,

advocacy nonprofits can fulfill

their mission from any location,

in contrast to education

organizations (including youth

development), which show special

concern for location since their

populations are likely more dependent on transportation than other mission areas.

0% 50% 100%

Shared client base

Shared location

Similar mission

Shared needs

Figure 8: Important Characteristics ofCollaborating Organizations,

by Mission Focus

Advocacy

Anti-poverty/socialservices

Education &development

Health & mentalhealth

Wed [merge] if the missions

were in alignment or

mutually beneficial. -Survey Respondent


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CONCLUSIONThe June 2011 study results reported here document Triangle nonprofits interest in

collaboration among Triangle nonprofits.

Greatest interest is in sharing fund development activities, sharing projects,and/services, and sharing advocacy efforts.

Small-budget and single-county nonprofits are particularly interested incollaboration.

Large-budget and four-county organizations demonstrate special concern for

sharing certain characteristics with future partners.

Shared missions are central to collaboration.

Nonprofit missions also influence the type of collaboration an organizations

prefer.

Client base and location have little impact on collaboration interests.

This survey is the first effort to look broadly at local interest in collaboration. While

nonprofits indicate an interest in collaboration, the process requires considerable

commitment and can be risky.

THE ROLE OF THE ESCThe ESC proposes that the next steps should be to craft and implement workable

paths to collaboration. Moving from isolation to collaboration requires a systemic

approach to social impact that focuses on the relationships between organizations

and the progress toward

shared objective.6

As facilitators in the

collaborative process, the ESC

can provide leadership that

[will] connect to and work with

others outside of the

organization.7 Between

individual organizations

seeking collaboration, the ESCconsultants will be able to

plan, manage, and support the initiative through ongoing facilitation, technology

and communications support, data collection and reporting, and handling the

6 Kania7 Kania

[Collaboration] becomes difficult

when everyone is not pulling

their weight and one agency has

to take on more of the work. -Survey Respondent


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myriad logistical and administrative details needed for the initiative to function

smoothly.8 In addition, the ESC will:

Focus peoples attention and create a sense of urgency

Apply pressure to stakeholders without overwhelming them

Frame issues to present opportunities and difficulties Mediate conflict among stakeholders

COLLABORATION NOW AND IN THE FUTUREThis survey underscores an important aspect of the nonprofit community now and

for the future. Todays nonprofit sector seeks collaboration mainly to survive

economic and political upheavals. Once these issues subside, collaboration will

continue in the nonprofit partnerships that have been formed and in the

recommendations for organizational best practices. Now, as in the future,

individual donors and foundations expect nonprofits to operate efficiently andproduce meaningful results, clients depend on them to provide necessary services,

and governments hold them to task for delivering programs efficiently and according

to specifications.9 Collaborating with other organizations ensures resources are

used wisely and services have a greater impact.

8 Kania9 Kania


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ACKNOWLEDGEMENTSThis study is part of a collaborative project of the ESC and the N.C. Center for

Nonprofits. The survey was created and results were analyzed by Laura Biediger,

MPA Intern from the UNC School of Government. Reporting was the combined

effort of Laura and many ESC volunteers.

The Executive Service Corps of the Triangle is a nonprofit organization that

provides professional, affordable consulting services to Triangle nonprofits to help

them achieve their missions.The ESC has been helping nonprofits in the Triangle area since 1987. Originally

founded as the International Executive Service Corps in 1966 by David Rockefeller,

it recruited retired corporate executives to work overseas on assignments in

developing countries. A decade later, this concept was reshaped to permit retired

executives to use their managerial skills on behalf of American nonprofits.

As one of approximately 30 similar agencies, the ESC is affiliated with the Executive

Service Corps Affiliate Network. This relationship gives us a perspective on the

challenges and opportunities facing nonprofits throughout the U.S. and allows us to

access programs and services that can help local nonprofits.

N. C. Center forNonprofits seeks to enrich North Carolinas communities and

economy through a strong nonprofit sector and voice.

Founded in 1990, the N.C. Center forNonprofits is a private, nonprofit organization

that serves as a statewide network for nonprofit board and staff members, an

information center on effective organizational practices, and an advocate for thenonprofit sector as a whole. We offer services directly to all sizes and types of

501(c)(3) nonprofits and we work closely with other local, state and national groups

that assist nonprofits.

Concerned about the increasing challenges they faced, more than 2,000 nonprofit

leaders from all 100 counties gave grassroots input to determine the Centers goals.

Now 1,500 organizations have joined this coalition of nonprofits working together for

a better North Carolina, and they provide continuous input on emerging issues and

needs. One of their goals includes fostering communication and collaboration

among nonprofits.


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REFERENCESKania, J. K., & Kramer, M. (2011, Winter). Collective Impact. Stanford Social

Innovation Review, pp. 36-41.

N. C. Center for Nonprofits. (n.d.). North Carolina Nonprofits by Economic

Development Region and County. Retrieved July 21, 2011, from N.C. Center

for Nonprofits: http://www.ncnonprofits.org/NAM/NCCountyregionaldata.pdf

N. C. Center for Nonprofits. (n.d.). Reporting Charitable Nonprofits in North

Carolina by County, 2006 . Retrieved July 21, 2011, from N. C. Center for

Nonprofits: http://www.ncnonprofits.org/NAM/NCcountydata.pdf


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APPENDIX A:SURVEY INSTRUMENTSURVEY INTRODUCTIONThank you for taking the time to complete this survey by Executive Service Corps of

the Triangle in partnership with the N.C. Center for Nonprofits. Your feedback is

important in helping us determine the future direction of our work around

encouraging and facilitating partnerships and collaborations among Triangle-area

nonprofits.

This survey should only take about 5 minutes of your time. The results of our

findings will be released in July.

All questions require an answer, as noted by an asterisk (*).

If you have any questions about the survey, please contact Trudy Smith [email protected] or 919.641.9173.

In order to progress through this survey, please use the following navigation

buttons:

Click the Next button to continue to the next page.

Click the Previous button to return to the previous page.

Click the Exit the Survey Early button if you need to exit the survey.

Click the Submit button to submit your survey

COLLABORATION INTEREST INFORMATIONPlease respond to each of the following questions.

Q1 *In which of the following areas do your nonprofit have the greatest need?

(Choose only one.)

Technology

Volunteer Management

We have no needs.

Boards & Governance

Capacity Building

Operations

Marketing & Communications

Other (please specify)
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Q2 *Which of the following collaborative efforts would you be interested in

exploring? (Choose all that apply.)


Co-locating/sharing space

Sharing advocacy efforts

Purchasing goods and/or servicestogether


Combining marketing efforts

Merging - resulting in a partner orsubordinate relationship

Sharing development (fundraising)activities

Sharing staffing

Forming a new organization to deliverprograms/services

Sharing projects, programs, and/orservices

Merging - resulting in one integratedorganization

Not interested


Q3 *Your organization's client base: (Choose all that apply.)

Animals

Children & youth

Disabled

Senior citizens

Families

Organizations

Low-income communities

African-American

Asian

Caucasian

Latino

Native American



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Q4 *Your organization's annual budget:

Less than $300,000

$300,000- 700,000

More than $700,000

COLLABORATION INTEREST INFORMATIONPlease respond to each of the following questions.

Q5 *Your mission focus:

Philanthropy

Community development & housing

Arts & culture

Health & mental health services

Advocacy

Anti-poverty & social services

Social justice

Education (youth & adult development)

Environment


Q6 *Which of the following characteristics are important in organizations with

whom you work? (Choose all that apply.)

Shared needs (e.g. staff training)

Shared client base

Common mission area

Shared location (e.g. same county, city, etc.)

Similar organizational size

Shared characteristics are not important.

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19

Q7 Please provide other comments here.

(For example, list and/or describe any collaborative efforts with which you are

currently involved, including challenges you face with them.)

Q8 *Are you interested in meeting with an ESC representative to explore connecting

and collaborating with other organizations?

Yes

No

ORGANIZATION INFORMATIONPlease complete the following information, which will be used by ESC only.

Q9 *Name of Organization: :

Q10 *Your Name:

Q11 *Your Title:

Q12 *Your Email Address:

Q13 *Organization's Phone Number:

Q14 * In which of the following counties do you provide services? (Choose all that

apply.)

Chatham

Durham

Orange

Wake

Other
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APPENDIX B:FUNDER FEEDBACK

nonprofits connecting to collaborate findings- esc

Documents