Philanthropy and Online Collaboration Webinar

Philanthropy and Online Collaboration Webinar June 23, 2010

Presenters Amy Gipson, Bill & Melinda Gates Foundation’s Global Libraries program, on the Global Libraries Toolkit. Melissa Schoen, California Healthcare Foundation’s Innovations for the Underserved program, on the Community Clinic Voice.

The Global Libraries Grantee Toolkit Philanthropy and Online Collaboration Amy Gipson Associate Program Officer June 23, 2010

Agenda  Overview of Global Libraries (GL)  The need for a GL Grantee Toolkit  Overview of the Toolkit  Progress to date  Challenges, realities and rewards June 23, 2010 © 2010 Bill & Melinda Gates Foundation | 4

Global Libraries An initiative of the foundation’s Global Development Program, Global Libraries works to open a world of knowledge, information, and opportunity for communities around the world. © 2010 Bill & Melinda Gates Foundation | 5

GL program needs drove the idea  Growing team (staff, consultants)  More grants being launched and implemented  Losing knowledge of past grantees  Reinforcement from the GL Peer Learning Meeting  November 2007 the GL Toolkit was launched to provide a secure collaboration space for GL staff and grantees  Driving forces behind the Toolkit were: • To support frequent sharing of documents and resources across continents and time zones • To enable ongoing collaboration among grantees and the strengthening of their social network following workshops • To enable grantees to access and adapt high-quality resources to help ensure their programs develop on schedule and on target June 23, 2010 © 2010 Bill & Melinda Gates Foundation | 6

Overarching goals for the Toolkit  Connect members with one another to exchange knowledge, share approaches and benefit from each others’ experience  Provide a curated repository of resources that members can access and adapt in core program areas June 23, 2010 © 2010 Bill & Melinda Gates Foundation | 7

Taking into account…  Geographic spread of Toolkit users  Disparity in technical infrastructure  Diversity of technical skills  Range of languages  All users are already busy June 23, 2010 © 2010 Bill & Melinda Gates Foundation | 8

What is the Toolkit?  Online discussion space for peers to share experience, Q&A, celebrate 100% successes and learn from challenges 80% 60%  Private online workspaces 40% for program officers and grantees to do project 20% work 0% 2003 2005 2007 2009 2011  Curated repository of quality examples of documents, case studies, templates and other resources June 23, 2010 © 2010 Bill & Melinda Gates Foundation | 9

Toolkit’s progress since launch  Using Central Desktop platform, the Toolkit is providing international web access to knowledge, resources and collaboration tools  Nearly 275 individuals, from over 30 organizations, representing more than 20 nationalities with in excess of 14 first languages have become members of the Toolkit  Many different applications can be found: • Announcing events to encourage participation • Sharing files to enable collaborative working • Discussing questions and responses on grant planning and implementation • Sharing news with the community of relevant external events • Locating contact details of individuals and organizations • Sharing documents and tools to build capacity June 23, 2010 © 2010 Bill & Melinda Gates Foundation | 10

Challenges, realities…  Content is king—if it is useful it will be used  Language is another challenge  Encouraging grantees to see the value in their own materials, experiences and ideas  User frustration with functionality limitations  Lots of lookers, fewer contributors  Recognize the challenges of creating a vibrant online discussion space  Value for grantees and GL staff alike is the key − Program planning, implementation and sustainability are improved − Connections to peers means they are no longer alone − Resources strengthen grantee staff capacity − Knowledge is captured and shared − Less duplication of effort in creating tools and resources for grantees June 23, 2010 © 2010 Bill & Melinda Gates Foundation | 11

…and rewards  Comment by Karolina A. (Ukraine) • As a member of the Global Libraries Ukraine team, which is just starting its planning period, I appreciate materials shared by our Chilean colleagues. In particular, “Biblioredes strategic planning” is a resourceful and inspirational document that provides useful advice for the planning part.  Comment by Pilar P. (Chile): • We are happy to share what we have learned, thus far, and also share our ideas and plans for the future. It is very likely that we asked ourselves some of the same questions you might be asking yourself now, so the idea of sharing our “lessons learned” and showing samples of how we solved some of our issues, may give you and your team ideas to plan your project. Best of luck!  Independent evaluation of Toolkit paints positive and optimistic picture June 23, 2010 © 2010 Bill & Melinda Gates Foundation | 12

Thank You Contact Information Amy Gipson Associate Program Officer Bill & Melinda Gates Foundation Amy.Gipson@gatesfoundation.org 206.770.2006 © 2010 Bill & Melinda Gates Foundation. All Rights Reserved. Bill & Melinda Gates Foundation is a registered trademark in the United States and other countries.

Supporting Website Development: A Funders Perspective Melissa Schoen California HealthCare Foundation June 23, 2010

CHCF- Who we are and what we do  Private, non-profit foundation, created when Blue Cross of CA converted from non-profit to for-profit  In operation since 1996  Approximately $40m per year in projects and grants - mostly “strategic” rather than unsolicited grants  Three major programs: Innovations for the Underserved Better Chronic Disease Care Market and Policy Monitor

CalQualityCare.org 16

CalHospitalCompare.org 17

PROJECT SPOTLIGHT: COMMUNITY CLINIC VOICE

Community Clinic Voice Website History  Started in 2001 as an extranet for grantees for Tides Foundation program: Community Clinics Initiative  Tides Program: Community Clinics Initiative expands to more programs  Expand extranet services to create a site that will build a community, enhance networking, and provide a place to exchange and share ideas  Membership grows, increased participation and member management: active on-line community

Community Clinic Voice Website General Operations  Staffing: Full time community manager plus part time business manager, admin support (1.35 FTEs)  Member Engagement: - Annual member meetings - Volunteer Committees (oversight, editorial board, welcome wagon)  Member driven content  Current membership: well over 2000 members

Community Clinic Voice Enhancement Project Why we got involved  A clear need defined: User survey Technology development for future portability  CHCF used this site in the past to share information  Match with CHCF goals: - improve clinic operations - encourage partnerships - infrastructure support

Community Clinic Voice Enhancement Project What we supported  Support audience engagement (staff time + incentives) Face-to-face meetings Editorial board Advisory committee to oversee project  Explore new technology platform  Improve site design  Utilize outside expertise to guide the process  Develop sustainability plan

COMMUNITY CLINIC VOICE: “PRE” ENHANCEMENT PROJECT

COMMUNITY CLINIC VOICE: “POST” ENHANCEMENT PROJECT

Funder Support – Considerations  Three key words: audience, audience, audience  Scanning the environment: What else is out there?  Don’t bite off more than you can chew  Build or buy?  The right partners  Branding: How should the funder be involved?  Time and money for audience participation

Contact Information Melissa Schoen Senior Program Officer California HealthCare Foundation mschoen@chcf.org www.chcf.org www.communityclinicvoice.org

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