Exponent Philanthropy CONNECT Conference 2017 FUND FOR SHARED INSIGHT BREAKFAST @4sharedinsight October 15, 2017

PRESENTERS MELINDA TUAN LINDSAY LOUIE Managing Director, Fund for Shared Insight LINDSAY LOUIE Program Director, Listen for Good Program Officer, Philanthropy Grantmaking at Hewlett Foundation

Thank you all so much for joining us for today’s breakfast briefing Thank you all so much for joining us for today’s breakfast briefing. We’re going to take 20-25 minutes to present some background on Fund for Shared Insight and Listen for Good, and then we’ll open it up for Q&A. The main focus of today’s briefing will be the importance of listening to the people we seek to help… So I want to start there. We often collect data about the people we seek to help to learn how they are doing, but we rarely as a field engage them in getting systematic feedback -- from their perspective -- about the degree to which we are meeting their needs, additional resources they may need, and their insights on improvements that could make their experience higher quality. This is what we mean when we refer to constituent (or beneficiary) feedback -- the systematic listening (and responding to) those receiving services about what is working and not working from their perspective.

FUNDING PARTNERS Core Funders Sidecar Funders Fund for Shared Insight is a funder collaborative led by a diverse group of eight funders who came together to focus on increasing openness in philanthropy, and especially on listening to the people we ultimately seek to help. Since our launch in July 2014, the momentum around Shared Insight has grown at an inspiring rate. Today we have upwards of 67 funding partners and have expanded the number of grantees working on feedback practice, research and openness to over 130 nonprofit partners.  Sidecar Funders

VIDEO [Next slide: L4G Logo]

[Next slide: Nationwide map of L4G grant sites]

LISTEN FOR GOOD NATIONWIDE [Next slide: List of logos of original L4G co-funders]

LISTEN FOR GOOD CO-FUNDERS Rita Allen Foundation** The Assisi Foundation of Memphis Ms. Elizabeth Bausch Mary Black Foundation Blue Cross and Blue Shield of North Carolina Foundation The Boston Foundation The Chicago Community Trust Cisco Systems Edna McConnell Clark Foundation** Community Foundations of the Hudson Valley Endowment for Health Episcopal Health Foundation The Florida Bar Foundation GreenLight Fund of the Bay Area Walter and Elise Haas Fund Harland Charitable Foundation Hartford Foundation for Public Giving Hawai’i Community Foundation Health Foundation for Western and Central New York William and Flora Hewlett Foundation** Inasmuch Foundation Innovate Foundation The JPB Foundation** W.K. Kellogg Foundation** Las Vegas – Clark County Library District Foundation Merrion Family Foundation NeighborWorks America New Hampshire Charitable Foundation Ohio Capital Corporation for Housing Oregon Community Foundation Overdeck Family Foundation David and Lucile Packard Foundation** Petaluma Health Center Virginia G. Piper Charitable Trust Plough Foundation The Potter’s Hands Foundation The Private Bank REDF The Rockefeller Foundation** Winthrop Rockefeller Foundation Saint Luke’s Foundation San Juan United Way Sand Hill Foundation Silicon Valley Social Venture Fund (SV2) Sobrato Family Foundation The Spartanburg County Foundation Stand Together Susan Stone (individual donor) United Way of the Cape Fear Area United Way for Southeastern Michigan Weingart Foundation Wellington Management Foundation The Whitman Institute Wishcamper Family Foundation York Solutions’ Think IT Association Younger Family Foundation [Next slide: Bar chart of L4G grants by issue area]

LISTEN FOR GOOD GRANTEES BY ISSUE AREA [Next slide: 3 key characteristics of L4G]

KEY CHARACTERISTICS OF LISTEN FOR GOOD FUNDING 2:1 1 6 [Next slide: #1-list of six questions] 1. Simple, standard question set 2. Partnership with SurveyMonkey 3. Matched funding

LISTEN FOR GOOD QUESTION SET1 How likely is it that you would recommend [X organization] to a friend or family member (in a similar situation as you)? Adaptation of the Net Promoter System℠ (NPS) 2 What is [X organization] good at? 3 What could [X organization] do better? [Next slide: Back to list of 3 key characteristics] How much of a positive difference has [X organization] made in your life? 4 Overall, how well has [X organization] met your needs? 5 How often do staff at [X organization] treat you with respect? 6 SurveyMonkey 1. Listen for Good Question Set, ©

TECHNICAL ASSISTANCE FOR HIGH-QUALITY FEEDBACK LOOPS [Next slide: 3 early indicators of success]

EARLY INDICATORS OF SUCCESS Question set appears technically sound Nonprofit ownership of implementation Data are actionable [Next slide: #1, point 1 of 2: histogram that full scale is being used]

THE FULL SCALE IS BEING USED Variation in Net Promoter Scores [Next slide: #1, point 2 of 2: significant correlations between questions]

SIGNIFICANT CORRELATIONS BETWEEN QUESTIONS 1 How likely is it that you would recommend [X organization] to a friend or family member (in a similar situation as you)? Overall, how well has [X organization] met your needs? How much of a positive difference has [X organization] made in your life? [Next slide: back to list of 3 early indicators of success, next one is”#2: Nonprofit ownership of implemnetation] * 5 4 How often do staff at [X organization] treat you with respect? 6

EARLY INDICATORS OF SUCCESS Question set appears technically sound Nonprofit ownership of implementation Data are actionable [Next slide: PACE closing the loop with jeopardy]

CLOSING THE LOOP [Next slide: back to list of 3 early signs of success, point #3: data are actionable]

CLOSING THE LOOP [Next slide: back to list of 3 early signs of success, point #3: data are actionable]

EARLY POSITIVE INDICATORS OF SUCCESS Question set appears technically sound Nonprofit ownership of implementation Data are actionable [Next slide: Second harvest NPS scores across 10 sites]

FROM DATA TO INSIGHT NPS Scores at 10 Food Bank Sites Site 1 Site 2 [Next slide: digging into the three lowest scores & disaggregating by race/ethnicity] Site 1 Site 2 Site 3 Site 4 Site 5 Site 6 Site 7 Site 8 Site 9 Site 10

FROM INSIGHT TO ACTION Site 7 Site 8 Site 9 [Next slide: CEP research finding] Site 7 Site 8 Site 9

NEW RESEARCH FINDING [Next slide: click and leave there for Kathy, pictures of people]

NEW RESEARCH FINDING Practices most frequently seen by CEOs as holding a lot of promise for increasing foundations’ impact in the coming decades [Next slide: click and leave there for Kathy, pictures of people]

[Next slide: Kathy to click, key details for funders interested in nominating organizations to L4G]

NOMINATE NONPROFITS TO L4G 2018 $15,000 per nominee, matched 2:1 by Fund for Shared Insight Nonprofit application deadline – June 8, 2018 Grant decisions - September 7, 2018 Then… we listen & learn together! [Next slide: closing slide for Q&A, has our URL and email addresses]

www. fundforsharedinsight www.fundforsharedinsight.org Melinda Tuan Managing Director, Fund for Shared Insight melinda@fundforsharedinsight.org Lindsay Louie Project Director, Listen for Good llouie@hewlett.org