ORGANIZING A GRANTMAKING PROCESS WITH BEST PRACTICES
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Transcript of ORGANIZING A GRANTMAKING PROCESS WITH BEST PRACTICES
Community Impact Workshop
ORGANIZING A GRANTMAKING PROCESS WITH BEST PRACTICES
April 22, 2005Ames, Iowa
Community Impact Workshop
You havea unique opportunity…
to distinguish your foundation
to boost your local profile
to make new connections
to make a difference
The good news
Community Impact Workshop
Your landscape is changing
New demands
Donors”“we want clearer returns”
Boards“we want better measures”
Trends
Intensifying competition
Changing community needs
Increasing opportunities for local leadership
Community Impact Workshop
Explore ideas & tools to help your grantmaking of your Unrestricted Fund:
• Achieve greater impact
• Boost your foundation’s profile
• Tell a better story
• Develop your Grantmaking Plan
• Get started planning!
Presentation Goals
Community Impact Workshop
Designing Your Grantmaking Plan for your Unrestricted Fund
Based on “Making A Difference,” a capacity building series for community foundations, by the Council of Michigan Foundations.
Community Impact Workshop
It’s not just about making grants
You make an impact through grantmaking… and as a community leader
Community Impact Workshop
Community Organizer
Finderof Funding
Intermediary
Coalition Builder
Mediator
InitiativeManager
ConvenorKnowledgeBroker
community leadership
Grantmaker
Community Impact Roles
Community Impact Workshop
Q:How can I get better at achieving and highlighting ourcommunity impact?
Grantmaking Plan for your Unrestricted Fund
A:Be more strategic in your approach by mastering six core competencies of impact.
Community Impact Workshop
The six core competencies of impact
MeasureTrack Against Indicators
PrioritizeDetermine Community Foundation Priorities
1
2 3
ScanAssess Community Needs, Opportunities, Resources
CommunicateShare Priorities, Strategies,
Activities and Impact
DesignDevelop Outputs, Outcomes
and Indicators
grantmaking
community catalyst
StrategizeMake Effective Decisions
Grounded in current National Standards for U.S. Community Foundations
Community Impact Workshop
Impact starts with understanding your community
Assess community needs, opportunities and resources
scanMeasure
Track Against Indicators
PrioritizeDetermine Community Foundation Priorities
1
2 3
ScanAssess Community Needs, Opportunities, Resources
CommunicateShare Priorities, Strategies,
Activities and Impact
DesignDevelop Outputs, Outcomes
and Indicators
StrategizeMake Effective Decisions
Community Impact Workshop
1.What is being done?
2. Who is doing it?
3. Is it being done well?
4. What is the biggest challenge?
5. What is your dream?
Scan Answers
MeasureTrack Against Indicators
PrioritizeDetermine Community Foundation Priorities
1
2 3
ScanAssess Community Needs, Opportunities, Resources
CommunicateShare Priorities, Strategies,
Activities and Impact
DesignDevelop Outputs, Outcomes
and Indicators
StrategizeMake Effective Decisions
Community Impact Workshop
We use scanning results to determine priority areas of work
We look for priorities at the intersection of:
Community needs and opportunities
Community capacity
Foundation roles and resources
prioritizeMeasure
Track Against Indicators
PrioritizeDetermine Community Foundation Priorities
1
2 3
ScanAssess Community Needs, Opportunities, Resources
CommunicateShare Priorities, Strategies,
Activities and Impact
DesignDevelop Outputs, Outcomes
and Indicators
StrategizeMake Effective Decisions
Community Impact Workshop
We use scanning results to determine priority areas of work
We look for priorities at the intersection of:
Community needs and opportunities
Community capacity
Foundation roles and resources
prioritizeMeasure
Track Against Indicators
PrioritizeDetermine Community Foundation Priorities
1
2 3
ScanAssess Community Needs, Opportunities, Resources
CommunicateShare Priorities, Strategies,
Activities and Impact
DesignDevelop Outputs, Outcomes
and Indicators
StrategizeMake Effective Decisions
Community Impact Workshop
CriteriaMeasure
Track Against Indicators
PrioritizeDetermine Community Foundation Priorities
1
2 3
ScanAssess Community Needs, Opportunities, Resources
CommunicateShare Priorities, Strategies,
Activities and Impact
DesignDevelop Outputs, Outcomes
and Indicators
StrategizeMake Effective Decisions
1. Meets mission
2. Total county needs
3. Potential for impact
4. Population served
5. Allies to address need
6. Long term-impact
Community Impact Workshop
Other Criteria
MeasureTrack Against Indicators
PrioritizeDetermine Community Foundation Priorities
1
2 3
ScanAssess Community Needs, Opportunities, Resources
CommunicateShare Priorities, Strategies,
Activities and Impact
DesignDevelop Outputs, Outcomes
and Indicators
StrategizeMake Effective Decisions
1.Must be done?
2.Easy to do?
3.Difficult to do?
4.Want to do?
Community Impact Workshop
How to make effective, strategic decisions?
What types of grants?
To whom?
Grants not to do?
What kinds of community leadership activities?
strategizeMeasure
Track Against Indicators
PrioritizeDetermine Community Foundation Priorities
1
2 3
ScanAssess Community Needs, Opportunities, Resources
CommunicateShare Priorities, Strategies,
Activities and Impact
DesignDevelop Outputs, Outcomes
and Indicators
StrategizeMake Effective Decisions
Community Impact Workshop
1. Matching grants
2. Reward collaboration
3. Infrastructure items strengthen organization
4. Recognize your grant give credibility to grantee
Strategic Decisions
MeasureTrack Against Indicators
PrioritizeDetermine Community Foundation Priorities
1
2 3
ScanAssess Community Needs, Opportunities, Resources
CommunicateShare Priorities, Strategies,
Activities and Impact
DesignDevelop Outputs, Outcomes
and Indicators
StrategizeMake Effective Decisions
Community Impact Workshop
1. Small or large or combination
2. Emphasis on specific area
3. Facilitate services for many nonprofits such as grant writing workshop or only one nonprofit
Types of Grants
MeasureTrack Against Indicators
PrioritizeDetermine Community Foundation Priorities
1
2 3
ScanAssess Community Needs, Opportunities, Resources
CommunicateShare Priorities, Strategies,
Activities and Impact
DesignDevelop Outputs, Outcomes
and Indicators
StrategizeMake Effective Decisions
Community Impact Workshop
1.501 (c) 3 organizations
2.Government entities
To Whom?
MeasureTrack Against Indicators
PrioritizeDetermine Community Foundation Priorities
1
2 3
ScanAssess Community Needs, Opportunities, Resources
CommunicateShare Priorities, Strategies,
Activities and Impact
DesignDevelop Outputs, Outcomes
and Indicators
StrategizeMake Effective Decisions
Community Impact Workshop
1. Individuals
2.Outside of area
3.Fundraising events
4.Debt repayment
5.Political organizations
Types Not To Do
MeasureTrack Against Indicators
PrioritizeDetermine Community Foundation Priorities
1
2 3
ScanAssess Community Needs, Opportunities, Resources
CommunicateShare Priorities, Strategies,
Activities and Impact
DesignDevelop Outputs, Outcomes
and Indicators
StrategizeMake Effective Decisions
Community Impact Workshop
1. Doing site visits to grantees
2. Providing educational programs such as grant writing seminars
3. Assist philanthropy
4. Start a grantmakers council
Leadership Activities
MeasureTrack Against Indicators
PrioritizeDetermine Community Foundation Priorities
1
2 3
ScanAssess Community Needs, Opportunities, Resources
CommunicateShare Priorities, Strategies,
Activities and Impact
DesignDevelop Outputs, Outcomes
and Indicators
StrategizeMake Effective Decisions
Community Impact Workshop
Work with grantees and community partners to clarify:
Goals
Outputs/outcomes
Indicators of success
Designing is a collaborative process.
Grantees and community partners will benefit from being involved—and their involvement will benefit the community foundation
designMeasure
Track Against Indicators
PrioritizeDetermine Community Foundation Priorities
1
2 3
ScanAssess Community Needs, Opportunities, Resources
CommunicateShare Priorities, Strategies,
Activities and Impact
DesignDevelop Outputs, Outcomes
and Indicators
StrategizeMake Effective Decisions
Community Impact Workshop
1. Grant makers
Foundations
Gaming Authority
United Way
2. Nonprofits
3. Government
Your Partners
MeasureTrack Against Indicators
PrioritizeDetermine Community Foundation Priorities
1
2 3
ScanAssess Community Needs, Opportunities, Resources
CommunicateShare Priorities, Strategies,
Activities and Impact
DesignDevelop Outputs, Outcomes
and Indicators
StrategizeMake Effective Decisions
Community Impact Workshop
We work with community partners and grantees to track and measure progress
Measuring is also a collaborative process
measureMeasure
Track Against Indicators
PrioritizeDetermine Community Foundation Priorities
1
2 3
ScanAssess Community Needs, Opportunities, Resources
CommunicateShare Priorities, Strategies,
Activities and Impact
DesignDevelop Outputs, Outcomes
and Indicators
StrategizeMake Effective Decisions
Community Impact Workshop
1.Final Report results
2.Articles done on grants
3.Community response
Measure by CF
MeasureTrack Against Indicators
PrioritizeDetermine Community Foundation Priorities
1
2 3
ScanAssess Community Needs, Opportunities, Resources
CommunicateShare Priorities, Strategies,
Activities and Impact
DesignDevelop Outputs, Outcomes
and Indicators
StrategizeMake Effective Decisions
Community Impact Workshop
1.Focus Groups2.Surveys 3.Needs assessment4.Establish
indicators and review annually
Measure by community
MeasureTrack Against Indicators
PrioritizeDetermine Community Foundation Priorities
1
2 3
ScanAssess Community Needs, Opportunities, Resources
CommunicateShare Priorities, Strategies,
Activities and Impact
DesignDevelop Outputs, Outcomes
and Indicators
StrategizeMake Effective Decisions
Community Impact Workshop
Communicate your activities and results to key stakeholders
Donors
Grantees
Grantseekers
Community partners
Policymakers and community leaders
News media
communicateMeasure
Track Against Indicators
PrioritizeDetermine Community Foundation Priorities
1
2 3
ScanAssess Community Needs, Opportunities, Resources
CommunicateShare Priorities, Strategies,
Activities and Impact
DesignDevelop Outputs, Outcomes
and Indicators
StrategizeMake Effective Decisions
Community Impact Workshop
1. News Releases
2. Annual Report
3. Annual Meeting
4. Brochures
5. Grant Reception
6. Grantee Board meeting
communicateMeasure
Track Against Indicators
PrioritizeDetermine Community Foundation Priorities
1
2 3
ScanAssess Community Needs, Opportunities, Resources
CommunicateShare Priorities, Strategies,
Activities and Impact
DesignDevelop Outputs, Outcomes
and Indicators
StrategizeMake Effective Decisions
Community Impact Workshop
Explore ideas & tools to help you:
• Achieve greater impact
• Boost your foundation’s profile
• Tell a better story
• Develop your grantmaking Plan
• Get started planning!
Presentation Goals
Community Impact Workshop
ORGANIZING A GRANTMAKING PROCESS WITH BEST PRACTICES
April 22, 2005Ames, Iowa
Community Impact Workshop
Basic Grantmaking How-ToFrom Request to Report
• Once your funding strategies are mapped out, you are ready to begin the actual process of grantmaking.
• Your handouts contain SAMPLE documents:– Grant Application Form– Press Releases– Committee Procedures– Terms of Grant and Report Forms– Calendar
Community Impact Workshop
Procedures & Timeline• Grant Cycle- What is it? How many should you have?• Steps to plan for:
– Request for Proposals– Receipt of Proposals– Staff/Committee Review– Committee Meeting – Report to Board for Approval– Notify Applicants– Terms of Grant/Grant Payment– Announce/Publicize Grants– Grant Reports due– Start Over!
Community Impact Workshop
Important Documents• Application Form
• Terms of Grant
• Report Form
Community Impact Workshop
Committee with a Purpose
• “Distribution Committee”, “Grants Committee”, “Governing Committee”- whatever you call it, they have an important job to do!
– Committee Job Description– Committee Procedures– Committee Confidentiality & Disclosures
Community Impact Workshop
Tips & Tricks• Be Creative (consider matching challenge
grants, last-dollars-in grants)• Be Clear about requirements for Applicants &
Grantees• Be Flexible (consider grant extensions- work
with your grantees)• Be Ready for grants to be returned now and
then• Expect the unexpected
Community Impact Workshop
• Tana Odean Community Foundation of the Great River Bend
563.326.2840
• Carolynn Sween
Community Foundation of Waterloo/Cedar Falls & Northeast Iowa 319.287.9106