1 TBGNonprofit Mgmt Tools and Trend... MODERATED BY Chris Lindquist Senior Director The Bridgespan Group Thursday, March 5, p.m. EST Nonprofit Management Tools: Choose, Fund, and Implement for Impact Maria Cristalli Chief Quality & Strategy Officer Hillside Family of Agencies Jeremy Kohomban President & CEO The Children's Village Laurie Williams Associate Executive Director Good Shepherd Services Paul Carttar Senior Advisor The Bridgespan Group

Collaborating to accelerate social impact Nonprofit Management Tools: Choose, Fund, and Implement for Impact WEBINAR March 5, 2015

3 TBGNonprofit Mgmt Tools and Trend... Today’s Panelists Senior Advisor The Bridgespan Group PAUL CARTTAR MARIA CRISTALLI JEREMY KOHOMBAN Associate Executive Director Good Shepherd Services LAURIE WILLIAMS President and CEO The Children's Village Chief Quality & Strategy Officer Hillside Family of Agencies

4 TBGNonprofit Mgmt Tools and Trend... Nonprofit Management Tools & Trends Report 2014 THE SURVEY NONPROFIT MANAGEMENT TOOLS AND TRENDS 481 nonprofit leaders surveyed on their use of 25 top management tools and their attitudes towards 21 important sector trends Builds off of Bain & Company’s Management Tools and Trends survey and report Survey will be conducted regularly Paul Carttar Senior Advisor The Bridgespan Group Bridgespan.org/Tools-and-Trends-2014

5 TBGNonprofit Mgmt Tools and Trend... Highlights from Bridgespan’s Nonprofit Management Tools and Trends 2014 report MANAGEMENT TOOLS Tool Rank: 2014 Use: 2014 Partnerships and collaboration186% Social media programs278% Strategic planning370% Program evaluation469% Performance measurement and improvement 566% Mission and vision statements660% Donor relationship management757% Constituent engagement852% Decision making processes947% Benchmarking1046% TOP 10 TOOLS USED BY NONPROFITS Use of management tools is widespread Satisfaction with management tools is high Relationship-oriented tools are popular Paul Carttar Senior Advisor The Bridgespan Group Bridgespan.org/Tools-and-Trends-2014

6 TBGNonprofit Mgmt Tools and Trend... Some surprising findings emerged that highlight gaps between trends and practice PERFORMANCE MEASUREMENT GAPS BETWEEN TRENDS AND PRACTICE Bridgespan.org/Tools-and-Trends-2014 Paul Carttar Senior Advisor The Bridgespan Group  81% agree funding will be tied to outcomes  Only 18% agree their funders are providing support  49% increased investment in performance measurement tools  68% use performance measurement tools and 92% expect to in 2015 Nonprofit leaders see a need to increase performance measurement - and are already doing it BUT few believe funders will increase support

7 TBGNonprofit Mgmt Tools and Trend... Some surprising findings emerged that highlight gaps between trends and practice GAPS BETWEEN TRENDS AND PRACTICE TALENT DEVELOPMENT AND RETENTION Bridgespan.org/Tools-and-Trends-2014 Paul Carttar Senior Advisor The Bridgespan Group Nonprofit leaders name leadership development and succession planning their most glaring organizational weakness YET many leaders fail to use tools that can help  59% rank talent development a top challenge (hiring, training, and retaining)  Only 39% use talent development and leadership succession tools

8 TBGNonprofit Mgmt Tools and Trend... Enhancing Leadership Development Assess your organization’s level of commitment Conduct a diagnostic to identify organizational needs Create and implement a plan to address needs Execute your strategy Laurie Williams Associate Executive Director Good Shepherd Services

The Performance-Potential Matrix: A platform for discussing how to invest for the future DEMONSTRATED PERFORMANCE HIGHLOW DEMONSTRATED POTENTIAL LOW HIGH “Nugget” “Chronic Under- performer” “Super Star” “Reliable Professional” Source: Kemp & Watson Laurie Williams

10 TBGNonprofit Mgmt Tools and Trend... Template Development Plan Source: Adapted from Developing Cause-Driven Leadership®, Leadership Competency Development Guide, YMCA of the USA Skill to develop Job-based assignment (70%) Who will you ask to help, and how? (20%) Formal training & self- study (10%) Note: This page leaves room for one skill—print out 2-3 to cover all of the skills you will prioritize developing over the next 6-12 months Laurie Williams Associate Executive Director Good Shepherd Services DEVELOPMENT PLAN

11 TBGNonprofit Mgmt Tools and Trend... Good Shepherd Services Development Plan Source: Developing Cause-Driven Leadership, Leadership Competency Development Guide, YMCA of the USA *NOTE: 70/20/10 Learning Formula describes how leadership competencies are developed. 70% of learning and development comes from real-life, on the job experiences; 20% of learning and development comes from coaching, feedback, and from observing and working with roles models; 10% of learning and development comes from formal training. DEVELOPMENT PLAN Laurie Williams Associate Executive Director Good Shepherd Services

12 TBGNonprofit Mgmt Tools and Trend... Lessons Learned Culture shift Investment of time and resources Take time to reflect and keep learning! Laurie Williams Associate Executive Director Good Shepherd Services

13 TBGNonprofit Mgmt Tools and Trend... Maria Cristalli Chief Quality & Strategy Officer Hillside Family of Agencies Hillside Work-Scholarship Connection has benefited from the performance management requirements of our funders

14 TBGNonprofit Mgmt Tools and Trend... Maria Cristalli Chief Quality & Strategy Officer Hillside Family of Agencies 94% of YETA Certified Students Employed by an Employment Partner graduate on time Wegman Family Charitable Foundation focuses on graduation and employment data Edna McConnell Clark Foundation: Driving decisions through data Venture Philanthropy Partners

15 TBGNonprofit Mgmt Tools and Trend... Maria Cristalli Chief Quality & Strategy Officer Hillside Family of Agencies Hillside Work-Scholarship Leadership supports data acquisition and analysis High School DistrictHW-SCDistrictHW-SCDistrictHW-SC Corcoran 64.0%55.0%60.0%56.0%65.0%79.0% Fowler 32.0%53.0%33.0%#34.0%70.0% Henninger 54.0%50.0%53.0%100.0%47.0%54.0% ITC 75.0%#77.0%#80.0%82.0% Nottingham 55.0%100.0%52.0%88.0%55.0%78.0% Syracuse City School District Cohort Graduation Rates

16 TBGNonprofit Mgmt Tools and Trend... Moving from Conceptual to Operational (3 stages) Why do we need to do this? Be transparent Hang in there! -Many initial assumptions about roll-out will be proved wrong What can it do? Be excited Can’t, what it won’t do Be present and visible Be committed to the long-run PREPARATIONCOMMITMENTIMPLEMENTATION 123 Jeremy Kohomban President and CEO Children's Village

17 TBGNonprofit Mgmt Tools and Trend... MODERATED BY Chris Lindquist Senior Director The Bridgespan Group Jeremy Kohomban President and CEO Children's Village Laurie Williams Associate Executive Director Good Shepherd Services Paul Carttar Senior Advisor The Bridgespan Group Audience Questions Maria Cristalli Chief Quality & Strategy Officer Hillside Family of Agencies FOR MORE ON NONPROFIT MANAGEMENT TOOLS AND TRENDS AND TO SIGN UP FOR NOTIFICATIONS ON UPCOMING WEBINARS AND PUBLICATIONS: Bridgespan.org/Tools-and-Trends-2014 Bridgespan.org/Newsletters