Building A 21st Century Nonprofit: A Change Management Roadmap On How To Create A Fully Integrated, Customer Focused Organization

BUILDING A 21 ST CENTURY NONPROFIT A CHANGE MANAGEMENT ROADMAP ON HOW TO CREATE A FULLY INTEGRATED, CUSTOMER FOCUSED ORGANIZATION Mark Climie-Elliott CFRE, hjc Debbie Comuzzi, President and CEO Children’s Health Foundation

Mark Climie-Elliott, CFRE [email_address] Senior Advisor/Consultant, HJC Debbie Comuzzi President and CEO Children’s Health Foundation [email_address] TP2010 Tweeting today? Your presenters... Follow us as... @hjcnewmedia Remember – Participating in today’s Turning Point Webinars earns you CFRE Education Credits!

SESSION OUTCOMES
Participants will:
Determine their current reality
Learn the process to identify leverage
Uncover keys to successfully transform
Hear first-hand how an organization has set the path for transformation
04/16/10 proprietary and confidential

A Successful Transformation Includes:
Full Participation
Solid Preparation
Open Minds
Feedback
A safe environment
respectful and inclusive
+ Tension!

Tension is Good!
Organization Type A
Organization Type B
04/16/10 proprietary and confidential Where is your organization? Tension Behaviour Outcome Fear Blaming Burnout Anxiety Self-interest Stagnation Political Downgrading Tension Behaviour Outcome Innovation Cooperation Achieve Goals Creativity Teamwork Success Productive Rewards

Step 1: Release the Fear and Anxiety
To create change – you need a process
a System
Input
Challenge
Three Drivers of Change
People
Technology
Knowledge
The System:
Systems Leverage

The Systems Leverage Model Shared Vision Shared Reality Assumptions Feedback Leverage Options Dialogue Quantum Learning Systems

Shared Reality
Your organization as it is today.
How you see it – your reality
How others see it – their reality
No right or wrong – simply respected observations
Collectively, this becomes your “shared” reality.
04/16/10 proprietary and confidential Reality is something you rise above. Liza Minelli

Shared Future
Shift ahead and articulate a shared vision or desired state of what you want to look like in 3-5 years
Can be applied to any timeframe
– short, mid and long-term

Dialogue vs. Discussion
Dialogue encourages participation
Usually facilitated
Sets an atmosphere of respect
Encourages “safe” participation
Surface Assumptions
Enables Sharing
Discussion
Unstructured
May lead to “right” and “wrong” statements
May lead to competitive
Often leads to fragmentation

Leverage
Through the dialogue…
Surface assumptions
Options appear
Leverage is identified
Testing Action
Feedback
Changes your Shared Reality

Success Factors for Transforming from Good to Great!
Alignment
Strategy
Structure
Organizational Culture
Skills

Strategy
Leveraging the resources to meet goals
Means by which you achieve your vision
Plan – sets out the timelines, resources or specific activities (tactics)
Integrates across organization (Information Technology, HR, Functional Priorities, Process Improvement, …)

Structure
Organizational Design
Work Processes
Decision-making
Information Systems
Rewards and Incentives
Communications

Culture
Practicing what your are…
Vision
Values
Brand
Behaviours
Traditions
Leadership
Alignment with Structure is key

Skills
The fuel that drives the strategy, culture and structure
Technical
Analytical
People
Organizational
Communications

A Shared Reality
Surpassed New Building Campaign Goal
Donors completing pledges
New Hospital Opening in Dec 2010
full completion Spring 2011
Currently at $8M

Desired State
Next
Keeping FR Streams diversified
Setting up Ask

Next Challenge
Planning for CHRI (Research Institute) going National
Grow Revenue to $15M by 2020
Regenerate Support
8 Campaigns
Major Gifts
Mid-Level Opps
Monthly Giving Focus
Lead Generation
Target Communities
Integrated Channel Marketing
Leverage E-Phil Ops
Diversified Revenue Streams

Alignment
Structure
No Director of Development or Annual Giving
All Sr. Functions reported to CEO
Functional Silos apparent
Although Integrated – needing enhancement
Skills
Talented/Highly Skilled
Retooling required to meet future objectives
Culture
Donor-centred
Highly team-oriented

Outcomes
Restructured
Director of Annual Giving
Restructured Again
Director of Resource Development
Annual
Major
Donor Migration
Result – Enabling CEO to focus externally, growing CHRI Nationally & Capacity Building with Key Stakeholders

Keys to a Successful Transformation
Alignment
Strategy Structure Culture Skills
Dynamic Integration
People
Technology
Identifying Leverage
Aligning with Strategy
Board and Leadership Buy-In

Embrace Change
Take Personal Responsibility
#1 Mistake is to “decide not to change.”
Thanks for joining us today!

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Building A 21st Century Nonprofit: A Change Management Roadmap On How To Create A Fully Integrated, Customer Focused Organization

by hjc on Apr 16, 2010

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Building A 21st Century Nonprofit: A Change Management Roadmap On How To Create A Fully Integrated, Customer Focused Organization — Presentation Transcript