Logic modeling is popular with large foundations, but has not been embraced by many of the smaller ones. One reason is that foundations with few or no staff fear that producing one is complicated and time consuming. It doesn’t have to be. And it can be a crucial tool for small asset foundations looking to make sustained impact.
This document serves as an introduction and overview of the Weadership Framework. For more information, see the project's website: www.enhancingworkforceleadership.org
Whether you’re an entrepreneur in the start-up phase or the CEO of a mature business, it’s the right time to pay attention to the culture of your enterprise.
Presented by Mary Stacey, Managing Director of Context Management Consulting Inc.
More information on this event can be found at http://www.marsdd.com/events/details.html?uuid=edad69f7-8d71-49a4-9033-8facfd358a08
This document serves as an introduction and overview of the Weadership Framework. For more information, see the project's website: www.enhancingworkforceleadership.org
Whether you’re an entrepreneur in the start-up phase or the CEO of a mature business, it’s the right time to pay attention to the culture of your enterprise.
Presented by Mary Stacey, Managing Director of Context Management Consulting Inc.
More information on this event can be found at http://www.marsdd.com/events/details.html?uuid=edad69f7-8d71-49a4-9033-8facfd358a08
Presentation which covers many of the points in the work I just published ("Developing Leaders in a Global Landscape") in Linkage's "Best Practices in Leadership Development Handbook". All rights reserved - please no re-publication without permission.
As an international non-profit organization we believe in collective leadership skills for sustainability and the capacity to dialogue – for jointly created solutions across sectors, institutions, nations and cultures. We globally support leaders and change agents in private companies, public institutions and civil society who anchor their action in the concern for the greater good and the future of humankind on this planet.
Webinar Presentation: Why Community Leadership MattersRECODE
Wednesday July 6 at 12:00pm
What is leadership, and why does it matter to communities, societies and nations?
Webinar with Mount Royal University's James Stauch and Lesley Cornelisse to discuss their recently released report Strengthening Community Leadership Learning: Results of a Canada-wide research project on leadership learning for social change. James and Lesley discuss their research into Canadian leadership development programs as they relate to community development, social innovation, environmental systems, and social change.
More info: re-code.ca/en/whats_happening/159
Speaker: Mary Stacey
Managing Director, Context Management Consulting Inc.
Research illustrates that leaders who can facilitate collaboration create more sustainable enterprises. Learn the benefits of developing your capacity to be a more collaborative leader. Assess your leadership using the Leadership Development Framework from Torbert and Rooke’s award winning article The Seven Transformations of Leadership (Harvard Business Review, 2005). Leave the session with new ideas about how you can facilitate deeper collaboration in every relationship.
More information on this session: http://www.marsdd.com/events/details.html?uuid=cff0034d-4f16-4da4-ad93-f15b8ca2531f
Capability Scotland, a Scottish charity dedicated to disabled people around Scotland commissioned us, in partnership with the University of Dundee, to identify ways in which volunteering could be made sustainable. My team and I were associated with an area that we thought was fundamental to the successful running of the charity, Assessment Volunteers.
Assessment Volunteers in relation to Capability Scotland would be defined as a person who is disabled or has a relationship with someone who is disabled. They have various means of Assessment, a 1 in 4 Poll and most importantly, the MIND panel. These allow the voice of the disabled, the clientèle of Capability Scotland to have their say. The MIND panel helps to decide policies for Capability Scotland for internal use and also to lead legislation change in Scotland.
We employed classic ethnographic techniques to acquire the information pertinent to the success of the project such as face-to-face and phone interviews, attending and scribing at the \'Access to Justice\' conference in Edinburgh, November 2009 and the use of observation when applicable. With the information gained from these field excursions we were able to provide Capability Scotland with actionable insights they could apply to their charity.
Knowledge partnerships are about joint generation and sharing of knowledge; sadly, the state of the art in creating, managing, monitoring, and evaluating them remains immature. This presentation explains how one can design knowledge partnerships better.
Leading the collaborative enterprise with script 11 jan 2015Brian Powers
A "manifesto" of sorts around the fundamental shifts in how organizations behave in a world of continuous discontinuity and what leaders can do to be able to adjust and thus optimize the performance of their organizations and their people.
A presentation I did for Awareness Networks around what organizations need to consider for successful collaboration initiatives. Several concepts and models are included from by book, The Collaborative Organization (which talks about these concepts in far greater detail). Overall the presentation should help guide viewers on understanding where they are in the collaborative spectrum and what they need to do to move forward (based on the maturity model).
Knowledge Management in the Public Sector - Carla Sapsford NewmanBusiness FM 89.9
An overview of knowledge management case studies and challenges in public sector organizations. Issues such as incentives, turnover, ownership, leadership and employee engagement are also present in the private sector. Yet in this presentation Carla Sapsford Newman discusses the unique challenges - and opportunities - public sector organisations have in tackling knowledge management challenges.
Finding employment and education discovery frameworkFutureGov
The RSA's "Finding Employment and Education Discovery Framework" maps out some of the barriers and solutions to helping young people get into the education, employment and training that is right for them through their discovery matrix.
Presentation which covers many of the points in the work I just published ("Developing Leaders in a Global Landscape") in Linkage's "Best Practices in Leadership Development Handbook". All rights reserved - please no re-publication without permission.
As an international non-profit organization we believe in collective leadership skills for sustainability and the capacity to dialogue – for jointly created solutions across sectors, institutions, nations and cultures. We globally support leaders and change agents in private companies, public institutions and civil society who anchor their action in the concern for the greater good and the future of humankind on this planet.
Webinar Presentation: Why Community Leadership MattersRECODE
Wednesday July 6 at 12:00pm
What is leadership, and why does it matter to communities, societies and nations?
Webinar with Mount Royal University's James Stauch and Lesley Cornelisse to discuss their recently released report Strengthening Community Leadership Learning: Results of a Canada-wide research project on leadership learning for social change. James and Lesley discuss their research into Canadian leadership development programs as they relate to community development, social innovation, environmental systems, and social change.
More info: re-code.ca/en/whats_happening/159
Speaker: Mary Stacey
Managing Director, Context Management Consulting Inc.
Research illustrates that leaders who can facilitate collaboration create more sustainable enterprises. Learn the benefits of developing your capacity to be a more collaborative leader. Assess your leadership using the Leadership Development Framework from Torbert and Rooke’s award winning article The Seven Transformations of Leadership (Harvard Business Review, 2005). Leave the session with new ideas about how you can facilitate deeper collaboration in every relationship.
More information on this session: http://www.marsdd.com/events/details.html?uuid=cff0034d-4f16-4da4-ad93-f15b8ca2531f
Capability Scotland, a Scottish charity dedicated to disabled people around Scotland commissioned us, in partnership with the University of Dundee, to identify ways in which volunteering could be made sustainable. My team and I were associated with an area that we thought was fundamental to the successful running of the charity, Assessment Volunteers.
Assessment Volunteers in relation to Capability Scotland would be defined as a person who is disabled or has a relationship with someone who is disabled. They have various means of Assessment, a 1 in 4 Poll and most importantly, the MIND panel. These allow the voice of the disabled, the clientèle of Capability Scotland to have their say. The MIND panel helps to decide policies for Capability Scotland for internal use and also to lead legislation change in Scotland.
We employed classic ethnographic techniques to acquire the information pertinent to the success of the project such as face-to-face and phone interviews, attending and scribing at the \'Access to Justice\' conference in Edinburgh, November 2009 and the use of observation when applicable. With the information gained from these field excursions we were able to provide Capability Scotland with actionable insights they could apply to their charity.
Knowledge partnerships are about joint generation and sharing of knowledge; sadly, the state of the art in creating, managing, monitoring, and evaluating them remains immature. This presentation explains how one can design knowledge partnerships better.
Leading the collaborative enterprise with script 11 jan 2015Brian Powers
A "manifesto" of sorts around the fundamental shifts in how organizations behave in a world of continuous discontinuity and what leaders can do to be able to adjust and thus optimize the performance of their organizations and their people.
A presentation I did for Awareness Networks around what organizations need to consider for successful collaboration initiatives. Several concepts and models are included from by book, The Collaborative Organization (which talks about these concepts in far greater detail). Overall the presentation should help guide viewers on understanding where they are in the collaborative spectrum and what they need to do to move forward (based on the maturity model).
Knowledge Management in the Public Sector - Carla Sapsford NewmanBusiness FM 89.9
An overview of knowledge management case studies and challenges in public sector organizations. Issues such as incentives, turnover, ownership, leadership and employee engagement are also present in the private sector. Yet in this presentation Carla Sapsford Newman discusses the unique challenges - and opportunities - public sector organisations have in tackling knowledge management challenges.
Finding employment and education discovery frameworkFutureGov
The RSA's "Finding Employment and Education Discovery Framework" maps out some of the barriers and solutions to helping young people get into the education, employment and training that is right for them through their discovery matrix.
This is a series of Capacity Building documents that was prepared by the Sudanese Youth Leadership Development Program.
هذه مجموعة من المقالات في مجالات تدريبية متعددة مناسبة للجمعيات الطوعية تم تطويرها بين عامي 2003-2005 للبرنامج السوداني لإعداد القيادات الشبابية
Twelve lessons to Develop and Sustain Online Knowledge CommunitiesJose Claudio Terra
O desenvolvimento de comunidades de prática vem se tornando uma das ferramentas mais importantes na Gestão do Conhecimento. Assim, artigo apresenta e discute doze lições práticas para criar e manter comunidades de prática virtuais em empresas.
www.terraforum.com.br
Knowledge Collaboration: Working with Data and Web SpecialistsOlivier Serrat
Organizing helps achieve—and even amplify—common purpose but often succumbs in time to organizational silos, teaming for the sake of teaming, and the obstacle course of organizational learning. In libraries as elsewhere, the three Ss of Strategy—Structure—Systems must give way to the three Ps of Purpose—Process—People. Thence, with entrepreneurship and knowledge behaviors, data and web specialists can synergize in mutually supportive relationships of shared destiny.
Parsons | MS Strategic Design and Management
Design Innovation and Leadership:
This project is an in-depth exploration of the methods and processes required to design an innovative customer value proposition. The E-Mentor is a personalized online platform and mobile application that can provide Parson’s students with all the information, advice and resources, they need to bring their ideas to life.
We at Think Talent believe that strong organization culture help build an environment with meaning, and offer ways to interpret and shape events and situations.
Experiential Learning and Community Economic Development in AppalachiaPeterHackbert
An Academy of Business Research presentation illustrates the Berea College Entrepreneurship for the Public Good Program model that shapes the early stage initiatives to develop an approach to transition the Appalachian economy
This credit replaces the Heritage Structure Rehabilitation Tax Credit as of June 1, 2010. This credit is an expansion of the Heritage Structure Tax Credit and alters eligibility requirements of the credit. Form 502H is no longer available for tax returns with tax years beginning after December 31, 2012.
The One Maryland Tax Credit Program provides two income tax credits to businesses that initiate major investment projects in Maryland’s most economically distressed jurisdictions. The Project Tax Credit can be as much as $5 million and the Start-Up Tax Credit can be as much as $500,000.
A qualified co-generator, a public service company, or an electricity supplier that purchases coal mined in Maryland on or before December 31, 2020, may be eligible for a tax credit.
Businesses that operate in Maryland and hire one or more ex-felons during the period from January 1, 2007, through December 31, 2011, who are employed by the business for at least one year, may be entitled to a credit for a portion of the wages paid to those employees.
Certain businesses that create new qualified positions in Maryland before January 1, 2020 may be eligible for tax credits based on the number of qualified positions created or wages paid for these positions.
A credit may be allowed for substantial expenditures incurred in a 24-month period to rehabilitate a certified heritage structure located in Maryland. The credit is available for owner-occupied residential property, as well as income-producing property. Credits may not be authorized after June 30, 2010.
Businesses may be eligible to claim a credit against the State income tax for a portion of the costs incurred to obtain federal security clearances and to construct or renovate certain sensitive compartmented information facilities.
Maryland employers, including organizations exempt from taxation under §501(c)(3) or (4) of the Internal Revenue Code, may claim a tax credit for a portion of the eligible costs of providing commuter benefits to participating employees.
Businesses or resident individuals who contribute to qualified organizations' Community Investment Programs can earn credits for a portion of the value of the money, goods or real property contribution.
Businesses that incur qualified research and development expenses for cellulosic ethanol technology in Maryland are entitled to a tax credit. The total credits for all businesses may not exceed $250,000 per year.
An individual or business may be allowed a tax credit of up to 50% of an eligible investment in a qualified Maryland biotechnology company (QMBC), up to $250,000. The investor, after making the proposed investment, cannot own or control more than 25% of the biotechnology company.
Businesses may claim a credit for each gallon of heating oil blended with bio diesel purchased for space or water heating. For any tax year, the credit allowed under this section may not exceed $500, or the state income tax for that tax year.
Businesses that invest in research and development in Maryland may be entitled to a tax credit. The total credits for all businesses may not exceed $6 million a year.
This alert is to inform you of changes the IRS is making regarding the annual election under Section 179 of the Internal Revenue Code (the “Code”), and is often referred to as the “Section 179 election” or the “Code Section 179 election.”
How Money works is a publication of Primerica and is proudly distributed to help consumers find answers to their financial problems. It is not intended as a sales solicitation but as an overview of how to overcome the most common financial challenges facing people today.
As part of its National Research Program the I.R.S. has announced details of its employment tax audit initiative (ETAI). The ETAI is a nationwide three year program targeting at least 6’000 businesses beginning this month. The first of those audited will receive letters during the end of February and March 2010.
Grants are always an in demand commodity. Everyone loves the idea of being able to receive funds to further a mission or program without having to repay those funds. This eagerness is often taken advantage of by individuals and companies who range from slightly unethical to those who are blatantly dishonest and deceitful.
Examines how the proliferation of exchange-traded funds, which undermine the traditional price discovery role of exchanges, is deterring growth company initial public offerings. Critiques the Securities Exchange Commission's views and recommends reforms.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
An introduction to the cryptocurrency investment platform Binance Savings.Any kyc Account
Learn how to use Binance Savings to expand your bitcoin holdings. Discover how to maximize your earnings on one of the most reliable cryptocurrency exchange platforms, as well as how to earn interest on your cryptocurrency holdings and the various savings choices available.
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
We will dig deeper into:
1. How to capture video testimonials that convert from your audience 🎥
2. How to leverage your testimonials to boost your sales 💲
3. How you can capture more CRM data to understand your audience better through video testimonials. 📊
VAT Registration Outlined In UAE: Benefits and Requirementsuae taxgpt
Vat Registration is a legal obligation for businesses meeting the threshold requirement, helping companies avoid fines and ramifications. Contact now!
https://viralsocialtrends.com/vat-registration-outlined-in-uae/
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
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Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
In the Adani-Hindenburg case, what is SEBI investigating.pptxAdani case
Adani SEBI investigation revealed that the latter had sought information from five foreign jurisdictions concerning the holdings of the firm’s foreign portfolio investors (FPIs) in relation to the alleged violations of the MPS Regulations. Nevertheless, the economic interest of the twelve FPIs based in tax haven jurisdictions still needs to be determined. The Adani Group firms classed these FPIs as public shareholders. According to Hindenburg, FPIs were used to get around regulatory standards.
In the Adani-Hindenburg case, what is SEBI investigating.pptx
Logic Models....Not Just for Big Foundations Anymore
1. n a T i o n a l C E n T E r F o r F a m i l y p H i l a n T H r o p y
logic models….not Just
for Big Foundations anymore
By Erica v. Ekwurzel
PASSAGES
L
Exploring KEy issuEs in Family giving
ogic modeling is popular with large foundations, but
has not been embraced by many of the smaller ones.
One reason is that foundations with few or no staff
fear that producing one is complicated and time consuming.
It doesn’t have to be. And it can be a crucial tool for small
asset foundations looking to make sustained impact.
VOL 10.1
simply put, a logic model is a sys- This Passages will help you under-
tematic, visual way to present a plan with stand how to incorporate logic models
its underlying assumptions and theoreti- in your own decision making process
cal framework. it helps a foundation ask by following the example of how one
“What impact do we want to have on the foundation uses this practice both in its
community?” Then you work backwards overall strategy and daily activities.
to figure out what kind of activities need
to take place, what kinds of projects The Story of One Foundation’s
need to be supported in order to have Journey Using a Logic Model
that outcome and impact. a logic model The KDK-Harman Foundation is a
can tell an organization’s story and why four-year old foundation based in aus-
the organization exists. tin, Texas. grantmaking has grown from
The KDK-Harman Foundation, $90,000 initially to just over $1 million in
with assets of approximately $20 million, 2008. The foundation’s funding priorities
believes strongly in the value of logic center on “breaking the cycle of poverty
models. They not only use the model for in Central Texas through education while
their own work, but also ask each grantee promoting a culture of giving excellence,”
to develop one—and then help them do says founder Janet Harman. she believes
it. grantees find the practice makes it that education success will bring economic
easier to plan, implement, evaluate, and success, not only to individual families, but
communicate their programs. to the region. “Education is an essential
2. passagEs 2
n a T i o n a l C E n T E r F o r F a m i l y p H i l a n T H r o p y
means towards achieving financial independence identified both opportunities and barriers to
and enabling a better life for families and their future change. Harman’s background in engineering
generations,” Harman explains. “a better educated and business strategy fueled her keen interest in
society will result in lower crime rates, a reduction logic modeling after years of practice “using flow
to the burdened healthcare system, and increased charts, arrows and analysis” in her work. at the
economic productivity.” end of the logic modeling process, she and her
in its theory of change, the foundation articulates board were able to articulate what they believe
a strategy “to inspire educational success, financial and how they hoped to bring about change.
independence and life-long learning and service.” The
board and staff of KDK-Harman are committed to AppLying LOgic MOdeLS TO The
deepening their knowledge of the education field to FOUndATiOn’S WOrk
become more strategic grantmakers and optimize their prior to the legal establishment of the foun-
impact in the communities the foundation serves. This dation, Harman had participated in national
shared core value served as the impetus to exploring philanthropy conferences and attended seminars
strategic giving models and, ultimately, the develop- about strategic and focused giving. although the
ment of the foundation’s giving methodology. content fit her personal style and offered a struc-
Before starting her foundation in 2004, Har- tured way of giving, the panelists all came from
man had an engineering career. But when her large foundations, and their processes had a level
children were young, she decided to “retire” of sophistication beyond the scope of a small fam-
from the workforce and focused on her family ily foundation with few or no staff.
and her philanthropic efforts. Her three children Determined that logic models could be adapted
––Kevin, David, and Kelly––provided the initials to foundations KDK-Harman’s size, Harman sought
for the KDK-Harman Foundation. the help of the university of Texas at austin’s
initially the foundation funded direct service rgK Center for philanthropy and Community
programs focused on academic success. over time, service. she contracted with a graduate intern who
the foundation shifted to providing programmatic possessed both the theoretical background of logic
and operational support coupled with hands-on modeling and experience in program evaluation.
technical support. Today it incorporates into its The intern’s focus was to facilitate and document
grantmaking strategy the engagement and support the board’s discussions of giving priorities and cap-
of systemic change through advocacy efforts. The ture the values and core beliefs of the foundation
foundation’s grantmaking evolved and matured as with a visual representation of a logic model.
the staff and board members became more engaged Throughout a process of three months, the
in educational issues facing Central Texas. intern’s work consisted of:
“part of being a philanthropist is to bring peo- • Coaching the foundation’s leadership and staff
ple along in your vision,” says Harman. “instead on the theory and practice of logic models and
of only writing checks, if you want to engage applicability to their work
change over the long-haul, it is necessary to get • identifying the alignment between the founda-
out into the community and get involved.” tion’s objectives, activities, and intended results
When it started, the foundation had some • Capturing the underlying set of assumptions
general ideas about education strategies targeted to about how KDK-Harman planned to achieve its
breaking the cycle of poverty. However, the logic stated aims
model process forced them to delve deeper into
research on the educational landscape of Central • identifying the relationships between project
Texas. Through this process, the foundation activities and evaluation activities
3. passagEs 3
n a T i o n a l C E n T E r F o r F a m i l y p H i l a n T H r o p y
Through one-on-one interviews with Har-
kdk-harman Foundation’s Theory of man and a series of roundtable discussions with
change
the founder, the foundation’s board, and the
The KDK-Harman Foundation’s Theory of
executive director, the intern gathered enough
Change is developed from its overall mission: to
data to begin charting the work, resources and
break the cycle of poverty through education while
planned efforts of the foundation. at the conclu-
promoting a culture of giving excellence.
sion of the internship, the intern had produced
both a logic model and written statement—a
In this we strive toward our vision of:
theory of change—about the values and principles
• Serving economically disadvantaged Central Texas on which the foundation’s work was based.
families, especially women, to help them achieve The logic model is a concrete pillar to what the
educational success KDK-Harman Foundation does on a daily basis.
• Transforming their lives from poverty to financial it helps board and staff examine whether or not
independence and enabling a better life for future its intervention is catalytic and if there are other
generations inputs that might be necessary for the outcomes the
foundation projects. The logic model is dynamic
• Providing financial and capacity building resources and revised periodically to adapt to changes in
to education focused nonprofits and schools the education environment. “The internal use of
• Creating a culture of giving excellence in our the logic model is similar to a guidepost, assisting
community through leadership, high-engagement, us with screening programs, testing them against
advocacy, and innovation our logic model and ideas; and ultimately, making
our selection for processing grant proposals much
easier and much more straightforward.”
input Activities Outputs
Outcomes impact
Financial resources grantmaking over $1
improvements Decrease in poverty
(~$20 million) million in
in: reading, rate in Central
grants in 2008
writing, math Texas
& science
staff High-engagement grantees increase in increase in
(2 pT/1 intern) partnership expand service high school economic status of
• Executive Director (grantmaking reach graduation rates the Central Texas
• grantee Consultant process & grantee region
consulting)
Knowledge Base Cross-sector Funded increase generational
(board, staff & networking & programs are in college improvement
network) Convening replicated acceptance & in educational
graduation rates achievement
Community partners public policy increase in
Engagement wages and
marketable
skills
KDK-Harman Foundation logic model
4. passagEs 4
n a T i o n a l C E n T E r F o r F a m i l y p H i l a n T H r o p y
and sharpen their grantmaking focus. in early 2009,
During the application process, she made a similar presentation as part of the national
Center for Family philanthropy’s teleconference series.
the foundation’s executive director Her efforts fit with the foundation’s high engagement
provides coaching on logic models and capacity building approach to philanthropy.
to communicate an organization’s grantees benefited, too. KDK-Harman staff pro-
vided hands-on technical assistance to those grantees
program and goals. interested in developing and/or refining a logic model.
For example, the foundation’s grant application was
Logic Modeling as a Living document changed to assist potential grantees in organizing and
KDK-Harman’s logic model is reviewed annu- structuring their funding proposals in a manner that
ally. one of the most recent adaptations was at illustrates logic modeling. During the application
the beginning of 2008. at the foundation’s annual process, the foundation’s executive director provides
retreat, Harman and her staff reviewed their past coaching on logic models to communicate an organi-
year’s efforts, and worked towards further refining zation’s program and goals. a direct outcome of this
their mission statement to include “promoting a coaching is use of the logic model depiction on the
culture of giving excellence” and to explicitly add foundation’s grant application.
the activities of consulting and convening to the in addition to receiving support during the grant
foundation plan. Consulting and convening were application process, funded organizations of KDK-
things they already did, but this was not illustrated Harman are extended support through KDK-Harman
in their plan. similarly, “promoting a culture of grantee Consulting. The consulting arm of the foun-
giving excellence” was a new addition to help the dation was created to build upon the strength of their
foundation’s commitment to sharing their experi- grantor/grantee relationships and to help nonprofits
ences and lessons learned with other foundations. overcome organizational challenges. KDK-Harman
although the changes may seem minor, the grantee Consulting helps facilitate organizational
foundation feels they are important. “First, refining growth and strength, but does not dictate strategy.
the logic model speaks to accountability and commit- The primary role of the foundation’s second staff
ment to the actions and decisions we make,” Harman member, the grantee consultant, is to work with the
says. “second, in an effort to be transparent and clear foundation’s current grantee portfolio to provide
on our objectives and priorities, the logic model helps capacity building services; logic model development is
us communicate our role in education grantmak- one of an array of services offered.
ing in Central Texas.” Both of these actions speak as one grantee put it, “The most important
directly to the open partnership KDK-Harman looks learning piece of the logic modeling is that we can
to foster with nonprofit service providers, funder now tell our story in a very clear, concise way so that
colleagues and other community stakeholders. people can comprehensively understand all of our
agency’s activities.”
Logic Modeling Support The table on the next page summarizes dis-
after the KDK-Harman Foundation implemented cussions and actions with two grantees, including
their logic model, Harman began sharing their experi- technical assistance provided by the capacity build-
ences with both fellow funders and nonprofit agencies. ing arm of the foundation, called KDK-Harman
in the fall, 2008, she was invited to be a panelist at the grantee Consulting:
Conference of southwest Foundations, to help other as illustrated in the chart, both grantee a and
small foundations learn how to use the tool to structure grantee B had initial proposals that differed from the
end grantmaking decision to fund operational support.
5. passagEs 5
n a T i o n a l C E n T E r F o r F a m i l y p H i l a n T H r o p y
grantee A grantee B
initial grant project request to expand the project request to expand reading program
request number of students served
Foundation need to enhance programming need for increased development capacity
Assessment and strengthen case management, before expansion takes place
not expand number of students
served
grantmaking operating grant to support operating grant to support the salary of a
decision operations instead of a project development director for one year
expansion grant
Technical Continued discussion on logic Coached management the theory and practice
Assistance model development and how of logic models and applicability to their work
provided by this practice can benefit agency’s
kdk-harman strategy Facilitated staff discussions on core values,
grantee
consulting agency objectives and projected plans of action
shared practical literature to
highlight and inform agency board Collaborated with program staff to ensure
alignment of logic model with existing
shared outlets for pursuing evaluation measures
support on the development of a
logic model Created customized visual and narrative logic
model summary for agency
in the case of grantee a, the executive director program expansion. grantee B plans to use its new
and his team were encouraged to thoroughly think logic model in several ways: as a strategic tool for
through their proposed plan to assess and improve board discussions, as an internal document to orient
their programming and to focus on the organization’s staff and volunteers about the agency’s activities, and
overall goals and both short-term and long-term out- as a marketing tool to share with the larger public.
comes that would indicate success. Beginning in 2009, in order to respond to the orga-
grantee a’s logic model helped it identify and nizational needs of its grantee partners, KDK-Harman
plot its projected outcomes. The conversations with began funding general operating requests. in these types
KDK-Harman led the board to consider working of grants, staff works closely with grantees in using their
with a third-party evaluator to analyze all their data logic models to identify organizational indicators that
for the first time. Through this exchange, KDK- can point to the impact of general operating support.
Harman became intimately familiar with the current The logic model in these grants serves as an assessment
and projected activities of grantee a, and grantee a tool for tracking progress of operational goals as well
appreciated the thoughtfulness, diligence and flexibility as promoting learning and continuous improvement.
this type of process enabled with a funding partner. in sum, logic modeling has assisted KDK-
KDK-Harman’s on-staff consultant partnered Harman in the entire process of how they approach
with grantee B’s management staff to construct their grantmaking. The foundation views this practice
agency’s logic model. This partnership included a not only as a capacity building tool that benefits
series of facilitated discussions and several iterations both the grantee partner and funder relationship,
of the logic model that guided the agency staff in but also assists agency planning and articulation of a
clearly articulating their intention, case and plans for well developed plan of action.