EPIP Strategic Plan Town Hall with Tamir Novotny, Executive Director and Christi Tran, Strategic Plan Consultant to EPIP EPIP is open-sourcing our strategic plan. Join us to hear more about EPIP's potential direction and find out how you can help shape it.

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EPIP Strategic Planning
Open-Share and Feedback Session
January 2017

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The Leaders Are Here

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World
Field
Institutions
Members
EPIP’s Next Stage: Radiating from the center

7. Where we are today
● What we’ve completed: Discovery
○ Interviews with stakeholders (Chapter Leaders, Allies,
Institutional Members, Board members, current/past staff)
○ Design workshop with Chapter Leaders
○ Gallery Walk and Hallway intercepts at Annual Conference
○ DRAFT Vision, Mission, Values and Theory of Change
● Where we are now: Open-Share
○ Engage EPIP community for feedback on DRAFT Vision,
Mission, Values and Theory of Change
○ Town Hall, Chapter Leader meetings, Google Docs
○ Philanthropy Sector Experience Survey
EPIP | Philanthropy Rising

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We See Ourselves Becoming a Community That:
• Gets even better at developing talent for the sector
• Promotes innovation and effective practices to support the success of
our members
• Engages senior leadership to move our sector into deeper
leadership for equity and social justice

9. CORE STRATEGIESDRAFT
Community Building
We join and build partnerships and coalitions to bring
opportunities to our community and amplify our influence
Professional and
Leadership Development
We host and curate
programing to gain skills,
advance our careers and
strengthen our leadership
Advocacy and
Innovation
We advocate and
partner to support
members’ success and
advance our vision and
values
Drivers
Talent, insight,
passion &
knowledge of our
community
Champions among
member and allied
organizations
Resources and
infrastructure

10. CORE STRATEGIES: ACTIVITIESDRAFT
Community Building
Content and program partnerships
Joint campaigns and coalitions
Connect EPIP members to external efforts and opportunities
Strengthen EPIP Community as its own network
Build new collaborations where necessary
Professional and Leadership Development
Trainings and content focused on:
Hard skills development
Social justice and equity
Internal and external advocacy
Leadership stance
Career advancement
Learning philanthropy
Advocacy and Innovation
We define and advance our collective vision
for the field by:
Lifting member and partner voices
Supporting member leadership and activism
Engaging in dialogue across generations
Leading or supporting campaigns
Co-designing solutions

11. Community Building Meaningful,
systemic
change
Stronger orgs
and
movements
OUTCOMESDRAFT
Core Strategies Outcomes
Professional
and
Leadership
Development
Impact
A more
just,
equitable
and
sustainable
society
Diverse, Equitable and Inclusive Sector
Our sector innovates, takes more risks
and leads more boldly, bringing resources to communities
and organizations to advance equity
Diverse, Supportive and Engaged Organizations
Our organizations get the most out of all of their talent in
advancing excellence and equity
Excellent, Active Leaders
EPIP members are better able to perform with excellence and
lead for equity, and advance in their careers
(skills, substantive knowledge, savvy, support, standing)Advocacy
and
Innovation

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Mission
(Revised - draft for discussion)
Option: DRAFT Mission
EPIP’s mission is to cultivate and activate our community of rising
leaders to advance excellence in philanthropy in order to build a
more just, equitable and sustainable society
Current Mission:
EPIP’s mission is to develop emerging leaders committed to building
a just, equitable, and sustainable society
DRAFT

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Vision
(Revised - draft for discussion)
Option I: DRAFT Vision
EPIP envisions a world where all people can live full, prosperous lives,
and a philanthropic sector that effectively advances this vision
Option II: DRAFT Vision
EPIP envisions a world where people of all identities can prosper, and
community-led efforts are supported by a diverse, equitable, inclusive
and effective philanthropic sector
Current Vision:
EPIP envisions a day when all generations of practitioners in
philanthropy collaborate effectively to build better foundations for a
better world
DRAFT

14. 14EPIP | Philanthropy Rising
EPIP’s Guiding Values
(Draft for discussion)
DRAFT
● Advocacy
● Community
● Equity
● Excellence
● Diversity
● Inclusion
● Humility
● Learning
● Leadership
● Shared Experience
● Social Justice

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Other feedback? Questions?
● To access and comment on these slides:
http://bit.ly/2lPWE2R
● Complete the Sector Experience Survey now:
http://bit.ly/2kKNkfz
● Contact Tamir: tamir@epip.org
● Contact Christi: christi.tran@gmail.com

16. Community Building
We join and build partnerships and coalitions to bring
opportunities to our community and amplify our
influence
Meaningful,
systemic
change
Stronger orgs
and
movements
THEORY OF CHANGE (FOR DISCUSSION)BACK UP - DRAFT
Drivers
Talent, insight, passion & knowledge of our community
Champions among member and allied organizations
Resources and infrastructure
Core Strategies Outcomes
Professional and
Leadership
Development
We host and curate
programing to gain
skills, advance our
careers and strengthen
our leadership
Advocacy and
Innovation
We advocate and
partner with others to
advance excellence
and equity, and to
support our own
success in the field
Impact
A more
just,
equitable
and
sustainable
society
Diverse, Equitable and Inclusive Sector
Strategies, policies, practices that support equity
become standard practice more often
Philanthropy innovates more, takes more risks
and leads more boldly for equity
More resources - on better terms - go to communities
and other orgs to advance equity
Diverse, Supportive & Engaged Organizations
We and our colleagues are heard and can lead from wherever we are
More of us advance in our organizations and/or careers
Our orgs change policies/practices to better support us all
Our orgs make stronger commitments to equity, inclusion & diversity
Our orgs become more diverse at the highest levels (staff & board)
We collectively get better at supporting equity work
Excellent, Active Leaders
We gain the skills, savvy, support, substantive knowledge and standing to
perform, lead with integrity and advance professionally
We work, lead, partner and advocate more effectively
We collaborate more amongst ourselves and with established leaders to
explore challenges, co-design solutions and advocate for adoption