Scaling the Not-For-Profit Difference March 14, 2016

2 TBGLeading Age Peak Leadership Su... Potential Resources Maximum social impact Challenge Bad news “Can’t do everything” Resources are limited while social needs seem endless Robust, clear strategy Imperative Achieve tightest fit between actions and impact objectives, given key factors: - What the organization cares about - Magnitude and nature of need - Relative strengths and capabilities - Resource requirements, availability Good news Transformation “Everything isn’t equally worth doing” Possible courses of action yield different levels of impact The nonprofit strategic challenge

3 TBGLeading Age Peak Leadership Su... Mission Programs and Services Intended Impact “Who & What” Theory of Change “How” A great mission is not enough

4 TBGLeading Age Peak Leadership Su... What processes, skills, staffing, systems, and structure are needed? What are you trying to accomplish? -Benefits -Beneficiaries -Timeframe -Accountability What services do you currently provide? What new services should you offer? How do you make impact happen? Intended Impact Program/Service Focus Theory of Change Organization Mission What is the economic and financial model to deliver the strategy? Economics Reason for being. Performance Metrics How do you know you’re achieving the desired results? How can you measure performance in a way that helps the organization make the appropriate decisions? Summary approach

5 TBGLeading Age Peak Leadership Su... Key questions 1.What outcomes are you seeking to achieve, for whom, and how will you know if you are achieving them? 2.For all of the activities you currently (or could) undertake, how does each one contribute to your mission? How does each one contribute to your economics? 3.If you had an incremental dollar/hour/FTE to deploy, where would you use it? 4.If you decided to make major changes in outcomes/programs or other elements of strategy in your organization, what barriers would you need to overcome to make change?

6 TBGLeading Age Peak Leadership Su... Elements of a great process 1.How to structure a steering committee? 2.How to decide whether or not you need outside help (consultants)? 3.How to involve your senior staff? 4.How to involve your board? 5.How to involve your entire employee base? 6.How to involve donors? 7.How to overcome resistance to change?