Archive for the 'Nonprofit Planning' Category

Building a Program by Engaging Community

Group Hug!On August 1, I embarked on a month of “semi-sabbatical,” writing and exploring and planning and reading.  I say “semi-sabbatical” because I only decided mid-July that the time was right.  So there are still some tasks to be done, some projects with timelines that won’t allow me to simply abandon ship.  This post is about one of those efforts.
As part of this time of exploration, we were blessed to spend two days planning with one of the most brilliant minds and beautiful spirits we know, Christine Egger.  The time flew, as the conversations built idea upon thought upon brainstorm upon wisdom.
As we reverse engineered our vision for the future we want to create, we found more and more clarity about the work we will be doing to achieve that vision.
Our vision is that our world is a healthy, vibrant, resilient and humane place to live – where people are being and doing from the richest and most joyful sense of our humanity.
Reverse engineering, we  identified the pre-conditions to that joyful world.  Asking “What needs to be in place for that to happen?” it became clear that our mission (the work we will do to achieve that vision) is the same as our tagline has been for years:
Making visionary social change practical and doable. And then making those approaches the standard for all social change / “nonprofit” work.
As we continued to ask, “What needs to be in place for that to happen?” it became clear that there need to be as many ways as possible for people to access these approaches.  It needs to be as easy as possible for individuals already doing some form of “nonprofit” work to re-align that work to simultaneously create a better world.  And that means it has to be easy for folks to first learn about this work and then to join in whatever ways suit their own needs right now.
That means our developing additional pieces to our curriculum.  Soon that will include classes for funders and others in the community benefit world.
For now, though, we are excited to be expanding the curriculum for consultants.  (Why consultants? Because for every consultant we teach, 10 or 20 or more organizations are then learning and adopting these approaches and ways of thinking.)
Building a Program Together
On September 23rd in Los Angeles, Dimitri and I will introduce a new workshop – a 3 hour facilitated session for consultants and coaches to organizations working to better our world.  Its working title is “Intro to Consulting that Creates the Future.”
For several reasons, we will be developing that workshop here online.
1) We committed to make all major decisions openly. And what decision could be more important than crafting a new program?
2) We teach that the most effective programs are built with the individuals who will use them, rather than for those individuals.  It would be silly for us not to take our own advice!
3) We know from our “name change” discussion that there are people learning from how we engage these conversations.  If our developing this program together gives you ideas about how to use Community Engagement to build your own programs, that would be the best definition of “demonstration project” we could imagine.
And so that leads to my questions.  As we move forward in developing this workshop,
  • What is the highest potential outcome for a 3-hour workshop, Consulting that Creates the Future?
  • What could be different after the workshop is done – for the participants, for their clients, for their communities?
  • What results could we aim to achieve for participating consultants? For their clients? For their communities?
Looking forward to our building this program together!!

Goals for 2010 and Beyond

CloudsPartingThe vision of the Community Driven Institute is a healthy, vibrant, resilient, peaceful, humane world. To make that vision a reality for all of us, the mission of the Institute is to encourage and support the Community Benefit sector to leverage its considerable resources to do so.

In developing our plans for the next 12-24 months, we started with that vision of a peaceful, vibrant world and reverse engineered the cause-and-effect conditions that would ultimately lead to that vision.  The following are among the immediate conditions we want our work to create:

* There must be ample proof that it is not only possible but practical (and simple) for “nonprofit” Community Benefit organizations to create visionary community transformation
* There must also be proof that functioning according to The Pollyanna Principles is a practical way for organizations to do their work.
* Social Change agents must be able to easily learn about and engage with the principles that undergird visionary community improvement. They must be aware that there are more effective options than “the way we’ve always done it.”
* Those who are ready to take the step of transforming their work must have access to teachers and mentors who can help them do so.
* Individuals who are on the path to creating transformation must have a place to learn together and support each other in their work.

To create these conditions, we have three major goals (and a lot of smaller goals / objectives) for the next 12-24 months. Those three include
• A Demonstration Project
• Expand Education Programs
• Engage and Expand the Conversation re: Creating Visionary Community Results

Demonstration Project: The Community-Driven Institute!
Over the last 2 years, we have kept an eye out for demonstration projects that could provide evidence of the results that happen when work is rooted in The Pollyanna Principles. The more we sought such projects, though, the more it has become clear that the first demonstration project is the Institute itself!

As the Institute separates from its nurturing incubator in our consulting firm (ReSolve, Inc.), we will be doing the kinds of things every organization does in the beginning – building a board, applying for tax exempt status.  We will also be doing the kinds of things strong organizations do throughout their whole lives – ongoing learning and exploring about effective governance, building sustainability (financial and otherwise), and all the rest of what it takes to run the day-to-day of a community benefit organization.

The difference at the Community-Driven Institute is that we will be basing that work as consciously as possible on The Pollyanna Principles, determining at every turn what it means to walk that talk.

For example, what does it mean to build open, transparent, engaged governance?  To recruit transparently? To build bylaws by engaging the wisdom of others? To make choices and operate by engaging transparently?  To develop resources and form collaborations transparently?

How do we ensure our vision and values are infused in every action and decision, large and small, this new organization will make?

Over the next several years then, we will be exploring all our organizational infrastructure choices and actions openly, here on the blog and elsewhere. We will begin in the next week or so, engaging conversation about the decision-points we encounter in filing for our tax exemption – asking for advice and wisdom from the very people who will be not only benefiting from our work, but some of whose taxes will, in part, be supporting our work!

Similarly, we will engage conversation about how to build the board, about how to fund the Institute’s work (currently it is being supported entirely by Dimitri and me – certainly not a plan for sustainability in the long term OR the short term!). We will engage dialogue about changing the name of the Institute – a huge effort in the next few months, as the current name doesn’t come close to describing the work we are doing to engage this sector in creating the future of the world.

Being our own demonstration project infuses every action we take, no matter how seemingly “internal” or “unrelated to the mission” with the knowledge that those actions indeed have consequences for our mission.  In reality, that is already true for each and every organization in each and every community. We are just vowing to be as conscious as possible and to transparently engage beyond our “4 walls” as much as possible about how our vision and values influence that seemingly “non-mission” work.

If our being a case study helps others learn what it looks like in practice to aim all our work at the difference we want to make in the world, it will be well worth the effort.

Expanded Education Projects
With our classes for consultants and MSO leaders already underway, we will be expanding the Institute’s learning opportunities to other leverage points in the system. Over the next year, those points will include:

• Consultants. We will continue to teach consultants and MSO leaders. Teaching the sector’s “Johnny Appleseeds” continues to be the fastest way to spread the mission.

• Social Entrepreneurs. This year we will be developing an immersion course for social entrepreneurs, one of the fastest growing areas of this sector’s work.  Social entrepreneurs are passionate about creating visionary change, often employing innovative methods for program delivery.  However, in most cases they are using the same infrastructure systems for governance, planning, and resource development that have proven to preclude the very change they want to create!  As a result, most social entrepreneurs are quietly struggling -  frustrated at what it takes to run an organization, frustrated that their ideas are not immediately springboarding into incredible community results, and all the while thinking they should know better.

• On-the-Ground Learning Communities. As word of the Institute’s work spreads, and as more people read The Pollyanna Principles and want to put that work into practice, it is becoming clear there is a need for supportive learning communities – not just virtually, but on the ground.  These learning communities will convene and leverage the passion of otherwise disparate individuals, who believe they are alone in their belief that visionary change is not only possible, but practical and happening. By convening and supporting these groups of passionate community leaders, can you imagine what they will accomplish?

Engage Broader Dialogue / Change the Conversation in the Sector

I’ll be honest: the old drumbeat of blame and shoulds has become almost unbearable. The battle cries for more rules, more regulation.  Huge publicity for competitive prizes coming at the same time as huge outcries about the need for collaboration. More checklists and standards and rankings of things that create no impact in communities but create stronger, more competitive, individual walled organizations.  The myth that if we have effective organizations we will necessarily have great communities…

It is time that a new conversation become the pervasive conversation. The conversation about what is possible for our communities and how practical it is to achieve it. Conversations about how to build upon our interconnectedness, how to identify and build upon our assets and strengths. Conversations about the vibrant healthy world we are creating, and the vibrant healthy aspects of the world we are part of right now.

The goal of igniting and keeping a fire under a new conversation will include ongoing discussion at this blog, as well as the development of other blogs. It will include social media. It will include speaking engagements and writing in mainstream publications.

And it will include encouraging other bloggers and speakers and writers to also aim at what is positive and affirming and working well in this sector full of individuals who care passionately about our world. (Because if it’s just us, we will not get very far!)

The goal will also include a new means for engaging the dialogue – a new website for the CDI is clearly long overdue.

But beyond that, we are extending a challenge to the world, to ensure that every group working to “change the world” has the web presence it needs to do so.  In our minds, one cannot separate the dialogue from the tools for dialogue, as those who don’t have the tools will continue to be excluded from the conversation.

And so we will simultaneously be
• Re-working our own CDI website to include considerably more avenues for conversation;
• Engaging that conversation elsewhere both online and off-line;
• Carrying the torch for an open source platform to ensure every group in the world has easy access to creating an engaged web presence.

*****

That’s it for our 2010-2012 goals.  For each of these goals, you will hear more soon.  For now, we hope you will share your thoughts about all or part of what we are presenting here.  And we look forward to having you be part of this amazing journey.

So hold onto your hats, kids. The fun is just getting started!

Planning to Change the World: 2009’s WOW List

In yesterday’s post, I shared the ambitious goals we had set two years ago, to lay the groundwork for the Community-Driven Institute.  Having founded two prior organizations, we knew it was necessary to lay that firm foundation while our consulting firm was still incubating this new organization. With that nurturing start, the Institute would be more likely to find its wings and eventually take flight as its own entity – which is precisely what it will be doing in 2010!

The work we did in 2008 made all we accomplished in 2009 possible.  It was 2008 when we developed and taught “Creating the Future of Your Community” as a graduate level university class.  That was also the year we gathered experts from across the US and Canada to help us develop the Consultants Curriculum at the Institute.  It was 2008 when we traveled the breadth of the continent to spread the mission that creating visionary community change is not just possible – it is practical and doable. (In one trip alone we put 9,000 miles on the car in 3 months across + 20 states and 1 Canadian province).  And let’s not forget that 2008 was the year I wrote (and rewrote 3 complete times) The Pollyanna Principles.

We didn’t think anything could top what we accomplished in 2008. Boy were we wrong!  Herewith, the WOW List from 2009.

Goal #1 and Results
Goal #1: Raise awareness that creating visionary community and global change is not just possible, but practical and doable.  Use every means available (convening, teaching, writing, social media) to engage those who are ready to begin walking the path to creating visionary social change.

Accomplishments:
The list of accomplishments on this goal is so long, we got tired just typing it all!

We published The Pollyanna Principles!

Simultaneously launched the book and the Community-Driven Institute
• Teleclass “Introduction to Community-Driven Consulting attended by 50 people
• Interviews / Reviews in over a dozen online & print publications, including a “life-changing” review at CharityChannel
• Created Facebook page for the book
• Created Facebook group for CDI
• Created a Wikipedia page for the book
• Great launch discussion at Facebook
+100 people attended launch event in Prescott

Produced the video Introduction to the Pollyanna Principles: Viewed in 10 minute segments by almost 3,600 people on YouTube. Another + 400 people viewed the full-length video on Blip TV.

Arranged 6 week tour of New Zealand / Australia, including conference keynote, University lecture, week-long consultant immersion course, and community-based workshops (March & April 2010).

National School Boards Association
Keynoted awards lunch at NSBA annual conference. Topic: “School Districts as Catalysts for Community Success”
• Article in American School Boards Journal: “School Districts as Catalysts for Community Success”
• MORE than makes up for the plagiarism event that led to all this!!!

Social Media successes
• Spearheaded, developed and facilitating monthly Twitter chat for consultants to Community Benefit organizations (#NPCons).
• Developed #NPCons website for that chat.
• Initiation and ongoing facilitation of the CDI discussion group at Facebook.
• Doubled blog visits from EOY 2008 to EOY 2009. Twitter followers grew from 79 in December 2008 to almost 2700 and cited as “highly influential” in December 2009. Other social media stats similarly significant (Facebook, LinkedIn, web visits at www.CommunityDriven.org, etc.)

Built incredible relationships with individuals throughout the sector / around the world, to engage dialogue / build the message. Those relationships led to:
• Facilitated 2 week-long online discussions on behalf of Skoll Foundation – one on Boards as Leaders and another on Issue Fatigue
• Facilitated 2 live online discussions for the Chronicle of Philanthropy – one on Doing More With Less in Hard Times (technically December of 2008 – and man did I hate that title!) and another on Board Recruitment
• Quoted as governance expert in New York Times

Engaged dialogue at home in Tucson!
One of the nice things about building the Institute this year was that we got to spend more time in Tucson than we normally do (and 2010 will immediately have us back on the road!).  Here is some of what we accomplished here at home this year:
• 65 people attended governance workshop – in the desert in the middle of summer!!
• Produced DVD from that workshop, for use in Consultant Immersion Course
• Produced YouTube clips from that workshop – total viewings: almost 600 in 2 months
• Developed and facilitating monthly Boards & Governance Learning Community in Tucson
• Participating in ongoing local discussions re: building an MSO in Tucson
• Facilitated discussions for Tucson Pima Arts Council re: “What Can We Accomplish Together that We Can’t Accomplish Individually?”

Goal #2 and Results
Goal #2: Use demonstration projects to prove that visionary change is both possible and practical.

Accomplishments:
We spent much of 2009 discussing possible demonstration projects.

In some cases, we began and/or continued work in areas with the potential to grow into demonstration projects. The two most salient were community foundations with great potential for changing the modus operandi of how we fund community change:
• Consulting on vision-based strategy and organizational sustainability for Dalia Association, the Palestinian Community Foundation.
• Facilitation of vision and values discussions with Nebraska Community Foundation

Exploratory discussions also grew from other work, most notably the keynote and article written for the National School Boards Association.  (Project: How might Community-Driven Governance apply to the work of an elected body, where each individual believes he/she was elected to uphold his/her own vision/values rather than work towards shared vision/values?)

Lastly, the project that received most of our attention was one about which I blogged back in November – building Community-Driven Management Support Organizations. Towards that end, our January 2010 immersion course is exclusively for leaders in MSO’s. We have had numerous conversations with leaders of state associations of “nonprofit organizations” and with MSO leaders around the world. And we traveled to discuss the possibility of developing a Community-Driven MSO in cities such as Pittsburgh and in Lincoln, Nebraska.

As you will see in tomorrow’s installment, building Community-Driven Management Support Organizations will likely be the demonstration project we develop in our next plan.

Goal #3 and Results
Goal #3: Develop curriculum and teach those who are ready to apply this immediately to their work, creating ongoing supportive learning communities as part of that process.

Accomplishments:
Wow did we ever accomplish this goal!  In 2008, a group of top consultants from across the US and Canada spent 5 days with us, helping to develop the first curriculum for the Institute – the immersion course for consultants.  In 2009, we accomplished the following:

• Developed / refined syllabus, scheduled & coordinated back-end and taught 4 classes.
• Developed the role of “Seasoned Participant” as part of the ongoing path to embodying the Pollyanna Principles in a consultant’s work
• Post-session monthly conference calls: well-attended, generative, insightful, energizing.
• Created a video showing the power of the Consultants curriculum.
• Consultant results in their own communities have been remarkable. (Many are documented in the video. Evaluation metrics are being developed now to document and report these results, especially compared to the conditions we intend those courses to affect.)
• Developed a blog specifically for Community-Driven Consulting
• Discussions / planning for other phases of the curriculum, specifically pathways for moving beyond “doing” this work, where consultants transform to think and “be” as Catalysts for Social Change
• Consultants course has been consistently attended by consultants with 20 and 30 years of experience, seeking to transform their work from “consulting” to “catalyzing community change.” In each case, the most seasoned of consultants talk about being “transformed” by the classes, with the transformation changing not just their consulting, but often everything about the way they live their lives.

In addition to the powerful results of the immersion courses, we have begun bringing Community-Driven curricula to college level “Nonprofit Management” courses.  In 2009, we began working with Professor Angela Eikenberry at the University of Nebraska Omaha, to develop a syllabus that moves beyond simply using The Pollyanna Principles as text, and instead actually models the principles in the very structure of the course.

Lastly, in 2009 we began an effort to engage Nonprofit Technology leaders to explore the development of an open source interface to address all the web needs of any organization.  The goal is to ensure that technology for creating websites and blogs, online classrooms and libraries, online communities and forums, and any other online education and engagement need – would be available for FREE for ALL organizations EVERYWHERE.  (While individual components may already be available, they are not easily integrated without tech savvy that is sorely lacking in the majority of organizations. This not only severely limits their success in engaging those who can help their mission; it limits their ability to participate in supportive learning communities and online education experiences.)

That’s it for our goals and results for 2009.

In 2010, the Community-Driven Institute will move out of the nest we created through our consulting firm, and spread its wings as its own tax exempt organization. And when that happens, we can barely imagine the possibilities that lie ahead.

We know in the core of our being that the only thing stopping this sector from changing the world is that current systems preclude that change.  Our goal as we move forward in developing the Institute is therefore simple: change those systems and aim this sector at its highest potential – making our world a healthy, vibrant, resilient, humane, peaceful place for all of us.

Unless something is physically impossible, it is possible. Join us tomorrow as we share what we will be doing in 2010 to turn the “possible” into the “practical” and “doable” and “achievable.”