Slaying the Dragon - AFP Greater Toronto...
Transcript of Slaying the Dragon - AFP Greater Toronto...
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Slaying the DragonDebunking Common Fundrais ing Myths
AFP Toronto Fundrais ing DayJ une 12, 2018
Steve Reed Performance Advantage N.A. sareed@mpicompanies .com
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Start with Why
Why
How
What
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What FPI Can Do
From To % ChangeAmount Raised $10,000,000 $45,000,000 350%
% from major gifts 0.20 0.87 335%
MG >$1 Million 1 12 1100%Donor Visits 1,848 4,312 133%
Source: Florida Hospital FoundationSteve Reed Performance Advantage N.A. sareed@mpicompanies .com 3
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The Problem with
Conventional Wisdom in
Fundrais ing
It’s an oxymoron
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Steve Reed Performance Advantage N.A. sareed@mpicompanies .com
Imposs ible5
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Learning Objectives• Why traditional fundrais ing theory and “bes t practice” can
result in les s money for your cause.
• What performance imperatives from the for-profit world will improve your fundrais ing
• How to keep your organization re levant in today’s changing philanthropic environment.
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Slaying the Dragon
10 Ways FPI Ques tions Conventional Thinking
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Delivering Value over time
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10. The Donor Pyramid?”
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9. “Any dollar is a good dollar?”
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8. Culture of Philanthropy?
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7. Moves Management?
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6. Board Training?
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5. Your Org Chart?
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4. Managers Make More?
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3. Annual Programs?
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2. Stewardship?
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1. Donor-Centric?
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“… One Ring to Rule Them All.”
- J.R.R. Tolkien
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Lean Six Sigma Thinking
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Process-Based, Metric -Measured Operations
2. Map the Value Stream
3. Es tablish Flow
4. Implement Pull
5. Pursue Perfection
1. Identify Value
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Allow Only IntentionalVariance 6σ
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FPI: Fundraising Performance Improvement
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FPI: Fundraising Performance Imperatives
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Big Ideas
1. Use high-cost, scarce resources to do only high -
value work.
Applying Lean Six Sigma Thinking to Fundrais ing
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2. Create abundant flow into the “pipeline.”
Big IdeasApplying Lean Six Sigma Thinking to Fundrais ing
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3. Set key CTQ process measures, with emphasis on
cycle time.
Big IdeasApplying Lean Six Sigma Thinking to Fundrais ing
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4. Measure early, measure often and ensure your
metrics lead to success.
Big IdeasApplying Lean Six Sigma Thinking to Fundrais ing
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5. Eliminate out -of-bounds process variance.
Big IdeasApplying Lean Six Sigma Thinking to Fundrais ing
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Big Ideas
6. Focus on high- return activities.
Applying Lean Six Sigma Thinking to Fundrais ing
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Applying Lean Six Sigma Thinking to Fundrais ing
Partner Development
Candidate Identification
Preliminary Qualification
Point of Entry Connect
Identify Engage Cultivate Solicit
Recognize Steward Upgrade or Renew Re-engage
P ipeline
Core
StewardshipSteve Reed Performance Advantage N.A. sareed@mpicompanies .com
The Core Proces sApplying Lean Six Sigma Thinking to Fundrais ing
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The Core Proces sApplying Lean Six Sigma Thinking to Fundrais ing
Partner Development
Candidate Identification
Preliminary Qualification
Point of Entry
Connect
Pipeline
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The Core Proces sApplying Lean Six Sigma Thinking to Fundrais ing
Identify
Engage
Cultivate
Solicit
Core
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The Core Proces sApplying Lean Six Sigma Thinking to Fundrais ing
Recognize
Steward
Upgrade orRenew
Re-solicit
Stewardship
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The Core Proces sApplying Lean Six Sigma Thinking to Fundrais ing
Identify Engage Cultivate Solicit
Recognize Steward Upgrade or Renew Re-engage
Partner Development
Candidate Identification
Preliminary Qualification
Point of Entry Connect P ipeline
Core
Stewardship
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Measuring Succes sApplying Lean Six Sigma Thinking to Fundrais ing
ProductionCPDR/ROIResponseRetention
Production/FTEProduction/FLFRProduction/DFTEProduction/Donors
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Q P S Reports
Steve Reed Performance Advantage N.A. sareed@mpicompanies .com
Applying Lean Six Sigma Thinking to Fundrais ing
Measuring Succes sApplying Lean Six Sigma Thinking to Fundrais ing
-2.5
-2
-1.5
-1
-0.5
0
0.5
1
1.5
Control Limits
36
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Qx Qa Reports
Steve Reed Performance Advantage N.A. sareed@mpicompanies .com
Applying Lean Six Sigma Thinking to Fundrais ing
Measuring Succes sApplying Lean Six Sigma Thinking to Fundrais ing
-2.5
-2
-1.5
-1
-0.5
0
0.5
1
1.5
Control Limits
37
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P100 Px Reports
Steve Reed Performance Advantage N.A. sareed@mpicompanies .com
Applying Lean Six Sigma Thinking to Fundrais ing
Measuring Succes sApplying Lean Six Sigma Thinking to Fundrais ing
-2.5
-2
-1.5
-1
-0.5
0
0.5
1
1.5
Control Limits
38
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Sx Sr (FFT) Reports
Steve Reed Performance Advantage N.A. sareed@mpicompanies .com
Applying Lean Six Sigma Thinking to Fundrais ing
Measuring Succes sApplying Lean Six Sigma Thinking to Fundrais ing
-2.5
-2
-1.5
-1
-0.5
0
0.5
1
1.5
Control Limits
39
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The FPI Numbers
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The Decreases
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Applying Lean Six Sigma Thinking to Fundrais ing
Number of gifts <$2,500 (Production)
15,799 6,002 -62%
From To Change
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The DecreasesApplying Lean Six Sigma Thinking to Fundrais ing
Total Number of gifts (Production) 23,852 16,341 -31%
From To Change
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The DecreasesApplying Lean Six Sigma Thinking to Fundrais ing
Cost Per Dollar Raised (Production) 58¢ 38¢ -35%
From To Change
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The DecreasesApplying Lean Six Sigma Thinking to Fundrais ing
Cost Per Dollar Raised (Production) 35¢ 17¢ -51%
From To Change
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The DecreasesApplying Lean Six Sigma Thinking to Fundrais ing
% Revenue from Events (Production) 40¢ 16¢ -60%
From To Change
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The DecreasesApplying Lean Six Sigma Thinking to Fundrais ing
% Revenue from Direct Mail (Production)
13% 8% -40%
From To Change
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The DecreasesApplying Lean Six Sigma Thinking to Fundrais ing
Number of GO Processes 14 1 -93%
From To Change
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The DecreasesApplying Lean Six Sigma Thinking to Fundrais ing
Gift Processing Steps 93 18 -81%
From To Change
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The DecreasesApplying Lean Six Sigma Thinking to Fundrais ing
Gift Processing Cycle Time 21 days 2 days -71%
From To Change
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The DecreasesApplying Lean Six Sigma Thinking to Fundrais ing
Staff Hours in internal meetings 2772 693 -75%
From To Change
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The IncreasesApplying Lean Six Sigma Thinking to Fundrais ing
Total Amount Raised $10m $45m +350%
From To Change
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The IncreasesApplying Lean Six Sigma Thinking to Fundrais ing
Total Amount Raised $6.1m $9.8m +59%
From To Change
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The IncreasesApplying Lean Six Sigma Thinking to Fundrais ing
Total Amount Raised $5.32m $10.8m +203%
From To Change
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The IncreasesApplying Lean Six Sigma Thinking to Fundrais ing
% Raised from Major Gifts 20% 80% +335%
From To Change
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The IncreasesApplying Lean Six Sigma Thinking to Fundrais ing
% Raised from Major Gifts 40% 80% 100%
From To Change
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The IncreasesApplying Lean Six Sigma Thinking to Fundrais ing
Major Gifts over $1m 1 >12 +1100%
From To Change
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The IncreasesApplying Lean Six Sigma Thinking to Fundrais ing
Donor Visits1848 4312 +133%
From To Change
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The IncreasesApplying Lean Six Sigma Thinking to Fundrais ing
Donor Visits436 1112 +255%
From To Change
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The IncreasesApplying Lean Six Sigma Thinking to Fundrais ing
Donor Calls per week 1.5 8 +533%
From To Change
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Performance Advantage N.A.
Hope is Not a Strategy.
Steve Reed Performance Advantage N.A. sareed@mpicompanies .com
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Learn More• Why fundraising fails to achieve potential• What’s bad about “best practices”• Characteristics of high performers • A Lean Six Sigma primer and process basics• Cleveland Clinic (metrics and measures)• Virginia Mason (pure Lean)• Florida Hospital (the early model)• The Core Process • The Tipping Point (board and staff
teamwork)• Fundraising vs. Philanthropy• Fundraising (pull vs. push strategies)• Creating a donor-centric approach• Overview of the end- to-end RDMS• Organic process vs. intentional process• Types of measurement (leading vs. lagging
metrics)• Process improvement requires process• The language of process• Introduction to process design • Introduction to process improvement• The three levels of process (as applied to the
RMDS; definition and purpose of each)• The role of Development Services
• Gift officer time management skills• ROI Examples (based on established levels of
giving)• Candidate- to-Donor ratios• Propensity, capacity, affinity and passion• The high-performing gift officer• Attitude, Attributes and Skills• Working with your Development Services
Assistant/Officer• The partnership role of the DSO/DSA• The daily huddle• Pipeline definitions• Partner Development Process• Candidate Identification Process• Preliminary Qualification Process• Point-of-Entry Process• The Connect Process• Strategically Aligned Events• The fundraising event as a POE• How gift officers should work an event• Networking and OPEs (Other People’s
Events)• Warm Calls and Cold Calls• The Rolling 100 Candidate Call List
• The role of Development Services• Gift officer time management skills• ROI Examples (based on established levels of
giving)• The stage gate concept (and why it is a key
to success)• The numbers: 10-5-3-2• How the Tipping Point integrates with the
Core Process• How the Core Process facilitates donor -
centricity• How the Lean principle of cycle time applies
to the Core Process• Making the “ask” a process rather than an
event• Setting the ID stage first meeting• The Stage Gate objectives• Stage Gate requirement: Three Favorite
Charities• The structure and sequence of a First ID
meeting• What you should never do during the Identify
stage• The criteria for moving ahead with a prospect• The Graceful Disengagement
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Introductory
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