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GuideStar Webinar (04/24/12) - Charting Your Impact

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GuideStar webinar on 04/24/12.

Andrea Affeltranger, Director, Nonprofit and Philanthropic Leadership and Practice, Independent Sector; Robert Wade Anthony, Founder and Executive Director, Adolescent Wellness; José Fernández, Director, GuideStar Exchange; Melanie Matthews, Director of Capacity Building and Operations, Campion Foundation; and Mikaela Seligman, Vice President, Nonprofit and Philanthropic Leadership and Practice, Independent Sector (moderator)

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GuideStar Webinar (04/24/12) - Charting Your Impact

  1. 1. April 24, 2012Moderator Mikaela Seligman, Vice President, Nonprofit and Philanthropic Leadership and Practice, Independent SectorPresenters Andrea Affeltranger, Director, Nonprofit and Philanthropic Leadership and Practice, Independent Sector José Fernández, Director, GuideStar ExchangeGuest Speakers Melanie Matthews, Director of Capacity Building and Operations, Campion Foundation Bob Anthony, Executive Director, Adolescent Wellness, Inc.#chartingimpact
  2. 2. Mikaela Seligman Vice President, Nonprofit and Philanthropic Leadership and Practice Independent Sector#chartingimpact
  3. 3. April 24, 2012Technical Assistance: 1-866-229-3239 Outside of US + 1 408-435-7088Submit questions using the Q&A Box in lower right-hand corner of your screenJoin us in live tweeting #chartingimpact#chartingimpact
  4. 4. Nearly 200 nonprofit and foundation leaders helpedto develop, test, and refine Charting Impact since2009.130 Charting Impact Reports have been published.More than 800 organizations have started theirReports.More than 27,000 unique visits to ChartingImpact.org
  5. 5. In what role are you approaching today’sdiscussion? What “hat” do you have on? - Staff at a nonprofit organization - Grantmaker or foundation staff - Infrastructure or membership association - Donor - Board member - Volunteer - Researcher - Consultant - Other#chartingimpact
  6. 6. How have you engaged with Charting Impact so far?- Published a report on ChartingImpact.org.- Started a report on ChartingImpact.org.- Visited the ChartingImpact.org website, but haven’t started a report.- Heard about Charting Impact, but haven’t visited the website yet.- This is the first I’ve heard about Charting Impact.#chartingimpact
  7. 7. What are you hoping to learn about Charting Impact today?- What process we should use to complete our organization’s responses- Tips for what to include in our answers- How to publish our report online- How to participate in the three reviews on the website- Suggestions for using our completed report- Something else- I’m not sure, but I’m interested to hear more#chartingimpact
  8. 8. 1. What is your organization aiming to accomplish?2. What are your strategies for making this happen?3. What are your organization’s capabilities for doing this?4. How will your organization know if you are making progress?5. What have and haven’t you accomplished so far? A framework for advancing strategic thinking. A standardized method for sharing concise information with key stakeholders and the public. #chartingimpact
  9. 9. Benefits Include• Encouraging people to invest their money, time, and attention in effective organizations.• Highlighting the difference your organization makes.• Sharpening your approaches.• Positioning your organization to work with and learn from others.#chartingimpact
  10. 10. Andrea Affeltranger José FernándezDirector, Nonprofit and Philanthropic Director, GuideStar Exchange Leadership and Practice GuideStar Independent Sector#chartingimpact
  11. 11. 1. What is your organization aiming to accomplish?2. What are your strategies for making this happen?3. What are your organization’s capabilities for doing this?4. How will your organization know if you are making progress?5. What have and haven’t you accomplished so far? A framework for advancing strategic thinking. A standardized method for sharing concise information with key stakeholders and the public. #chartingimpact
  12. 12. Compile Information Mission statement Vision statement Strategic plan Logic model Theory of change Program descriptions Evaluation plans Annual report Other documents#chartingimpact
  13. 13. Draw on Key People Pilot test suggests involving 5 – 6 people. Involve key contributors from across your organization. Programs Strategic Planning Evaluation Marketing Fundraising Board members Others#chartingimpact
  14. 14. Writing and Review ProcessEach organization will have a unique process, potentially including:Discussions Senior management team meeting Board of directors meeting In teams or departments Before, during, and after writing processWriting and Review Collaborative - assigning responsibility for each question Centralized - involving limited or multiple reviewers Straw-man before conversations vs. Full draft developed after #chartingimpact
  15. 15. When Writing, Consider…How are your answers to each question connected toeach other? Are you telling a cohesive story?What assumptions are you making in your responses?Which should you explain?Include specific example and measures whereappropriate.Keep your external audience in mind – be concise,direct, and specific.#chartingimpact
  16. 16. How Long Will This Take?Pilot test suggests 7 to 14 cumulative staff hoursOver a period of about two or three weeks#chartingimpact
  17. 17. Reviewing Your Completed Report CEO Review Board Chair Review Stakeholder Review#chartingimpact
  18. 18. Reviewing Your Completed Report CEO Review Board Chair Review Stakeholder Review#chartingimpact
  19. 19. Reviewing Your Completed Report CEO Review Board Chair Review Stakeholder Review#chartingimpact
  20. 20. Reviewing Your Completed Report CEO Review Board Chair Review Stakeholder Review#chartingimpact
  21. 21. Using Your Report Unique URL on www.chartingimpact.org Search for organizations and completed reports Renewing your report at least every two years#chartingimpact
  22. 22. Questions?Submit your questions using the Q&A box inthe bottom right-hand corner of your screen, or on Twitter using #chartingimpact.
  23. 23. Melanie Matthews Director of Capacity Building and Operations Campion Foundation#chartingimpact
  24. 24. Bob Anthony Executive DirectorAdolescent Wellness, Inc. #chartingimpact
  25. 25. Questions?Submit your questions using the Q&A box inthe bottom right-hand corner of your screen, or on Twitter using #chartingimpact.
  26. 26. What will you do next?- Start writing our organization’s report- Call a meeting with our senior staff to discuss- Include Charting Impact in our next board meeting- Share information about Charting Impact with my partners, grantees, or clients- Create a GuideStar account to publish my Charting Impact Report online- Update my existing Charting Impact Report- Something else- I’m not sure yet#chartingimpact
  27. 27. Thank you!

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