Kia Whiti Tonu - Grant Writing webinar (Centre for Social Impact)

Several months ago, as part of an initiative to support capacity building for non-profits we were asked to do a webinar on grant writing. The programme is open access and we are pleased to be able to share the link to the webinar.

The presentation was developed under a NGO/ non-profit capacity building support project, Progressum. This was a collaboration between Bateman Consulting and Dovetail.

To view the webinar, click on the link: https://www.youtube.com/watch?v=Ibn9sQhxlEs

Kia Whiti Tonu is an online capability building programme for community organisations after COVID-19, brought to you by Foundation North and the Centre for Social Impact.

This webinar will walk you through the proposal development process and methods of strengthening your funding submissions to secure more resources. Participants will also be introduced to collaborative writing resources and be given access to resources for proposal content development.’

https://www.centreforsocialimpact.org.nz/te-puaha-o-te-ako/2020/october/kia-whiti-tonu-an-online-capability-building-programme-for-community-organisations

https://www.centreforsocialimpact.org.nz/te-puaha-o-te-ako/2020/october/kia-whiti-tonu-an-online-capability-building-programme-for-community-organisations

RAPID Decision Making

RAPID Decision Making can be a useful tool to establish improved communication and clarity on large or complex projects. It was originally developed by Bain & Company. Below are some links and tools if you would like to look into it more.

https://www.bridgespan.org/insights/library/organizational-effectiveness/rapid-decision-making

https://ianjseath.wordpress.com/2015/11/06/rapid-decision-making-a-useful-variation-on-the-raci-matrix/

https://www.greycampus.com/blog/project-management/raci-matrix-how-does-it-help-project-managers

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THIS ISN’T ABOUT ABSOLUTES, BUT PROVIDES A PLATFORM TO UNDERSTAND WHO WILL BE WEARING DIFFERENT HATS ON EACH PROJECT. IT’S ALSO USEFUL FOR UNDERSTANDING ACCOUNTABILITY AND REDUCING DUPLICATION (AND CONFUSION).

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Implementation Science Intro

In case this one is a bit ‘heady’, I’m providing a picture of a relaxing beach

In case this one is a bit ‘heady’, I’m providing a picture of a relaxing beach

Hi Everyone -

I get asked a bit about implementation science, and so have put together some starter information .

Below are the two implementation science diagrams, as well as some additional information and helpful links.

Implementation Science the linking together of several disciplines in systems level development in health care -


Active Implementation Science

I quite like the simplicity of the driver diagram below (it’s a bit older) and found it useful in past implementations to both structure the programme and as a double-check. This is especially good for the RFP question - ‘Please provide a project plan for implementation with high level tasks and milestones etc.’ in order to give the tasks a bit more structure. If you’re explicit about it, it also demonstrates at least basic knowledge of implementation science for those in the know. Now that it’s all the rage, I’m starting to use this much more in my work. Even a year ago, no- one had heard of it and I was getting eye-rolls!

I do think the implementation driver diagram needs to be a square (or something) with the fourth side being the system-level drivers, development and leadership. I’m also very conscious that there are some large scale capacity considerations too!

Fixen and Blase since have established the Active Implementation Research Network

https://www.activeimplementation.org/

The National Implementation Research Network is a nicely laid out website with some good resources too. 

https://nirn.fpg.unc.edu/ai-hub

 

Implementation Stages

Implementation Stages

Implementation Drivers - Fixen & Blase

Implementation Drivers - Fixen & Blase


 

EPIS

The EPIS framework is a newer evolution of some of the prior frameworks and models developed. It’s still lacking for us as far as inclusion of some of the system-level context and bridging factors, but I think is useful in structuring some of the thinking:

https://episframework.com/

Here’s a recent article describing the model in use: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5899075/

 

Woah, we’re working from home!?! aka Leading and supporting remote and/or dispersed teams

 
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I’m more of a social media watcher than a participant recently. With a return to working as an independent consultant and maintaining a governance portfolio, I’ve reoriented from being at the front of organisations to supporting others and their organisations who are good work and making an impact in the world.

Over the last few weeks, I’ve been social media watching as each of us, the country, and the world grapple with the spread of COVID-19. I’m watching as people move to working from home in vast numbers. I’m also watching as we start to see people talking about (or anticipating) loneliness and isolation.

Over the last several years, I’ve had all sorts of teams – fully remote, partially remote, high travel, project, operational, etc. I’ve also done the transition from office to work from home a few times. And while it sounds absolutely amazing if you’ve never done a full work from home gig, there’s a whole new set of challenges to face.

One of them is when you’re leading a remote (or even primarily remote) team.

Some of you have been doing this for a long time, but for others this is fairly new territory.

Sometimes we become so focussed on ‘getting the job done’ that we downplay the need for connection and support (generally the ‘EQ’ side). In the office, this often happens more naturally because you see each other, share space, have corridor conversations and the like. But once you move out of the office space, how do you still maintain a sense of connection and togetherness?

I have a starter list I’ve developed over the years based on reading, talking to others about what works or doesn’t, and most importantly trying different things with different teams (because adaptation is always important). I thought I’d compile this as I struggled to find some practical hints and tips on this when I started out. 


Here’s the starter list:

·      Over communicate  - when everyone is in a different place, you have to communicate more and more often. It sometimes feels a bit overcooked at first if you’re leading the team and you’ve said the same thing 7, 10, or 13 times. But if you have 7, 10 or 13 direct reports, they’ve each only heard it once if you’ve been communicating one to one.

·      Use different methods of communication

o   Don’t rely on email - Email becomes more and more swamped when you are remote, and asynchronous communication on email is often more challenging than other platforms.

o   Use video for team meetings – doing this well is tricky. Managing or chairing a video conference is a different skill than in person meetings. Make even more space for quiet ones, follow up with the people who only use the phone line. This is really a topic unto itself!

o   Make 1:1 contact – whether this is phone or video. While teleconferencing tools sometimes work, I’ve found that more often a quick FaceTime call instead of a Zoom chat can be quicker and more effective.

o   Create a text messaging group (but don’t over-do it!), and let people be a bit silly if they want to. This is the least formal method of communication, and often people will share the little jokes that would have happened when sitting next to each other at a desk. I’ve had some wonderfully amusing groups with teams that had all sorts of pictures, little videos and things that made people feel wonderfully a part of each other’s experience (i.e. connected).

·      Make space for informal communication – this might be the text messaging group, or it may be a shared lunch while on video. Encourage informal communication between team members, whether it is chat or phone calls – whatever suits them and they’re style.

·      Open door time – when you’re in your office, and your door is open (or other indicators of availability as fits your office planning), people tend to wander in. Creating this virtual space is a bit trickier, and requires more encouragement. Send a calendar invite with a link with your ‘zoom room’ or virtual room that’s available for designated times a few times a week. Flick a text, ask people to join. Some online platforms allow you to have a consistently open door, and people can ‘knock’ to come in. This one takes a bit of work, but is another way to answer quick questions or even share a ‘how are you doing’ moment. This one is also good for ‘coffee break’.

·      Stand up morning meetings – I’ve had teams that love these, the 15 minute stand up meeting. For the dispersed team, doing this virtually twice a week with a focus on how to help each other progress their work programmes supports a networked team. Also a good video check in opportunity, as you can get a better sense of how everyone is doing with visual cues instead of only auditory ones.

·      Online project management software – for many, this is moving to an advanced status. Asana, Monday, etc… and some of this might not be possible dependent on your organisation’s rules. If your team is already using it, or picks things up like this easily, then it’s fantastic. If it’s new and novel, it may exceed the change threshold.


 

It’s by no means an exhaustive list, but hopefully gives you a few ideas.

It’s important to remember that change is hard, especially in uncertain times. Rolling in one or two things at a time (even if in quick succession) in response to what your people need is likely to be more successful. And don’t forget to communicate the WHY – after all it’s good change management. Even better is to support the team members who start things up. The best and most enduring change comes from facilitating good ideas and letting them grow.

Let’s help each other out, support one another and make sure we’re ‘connected in the deep’ over this time.  Share your tips, tricks, worries or just comments. Keep it going, and keep connected! 

18 March 2020

 Anne Bateman, MSW, MPA

www.batemancg.com

 

Anne established Bateman Consulting as a management support service for the NGO and government sectors with a focus on mental health, addiction, social service and general health. With a background (in New Zealand and the United States) in government planning & funding, evaluation and executive management, she saw the need for tailored, targeted services and supports to organisations and executives. 

Anne is also involved in a range of other activities, holding a governance portfolio including Changing Minds New Zealand (a mental health advocacy organisation), The Aotearoa New Zealand Evaluation Association and Puhinui Homes Trust (a small residential service for people with disabilities. She is a member of the Institute of Directors, a Prince 2 Practitioner and certified in Six Sigma.

 

 
 

A dark art or not? Development & Scaling Up in NGOs (Part 1)

 
“If there’s one thing I’ve learned in my years on this planet, it’s that the happiest and most fulfilled people are those who devoted themselves to something bigger and more profound than merely their own self-interest.” ― John Glenn

“If there’s one thing I’ve learned in my years on this planet, it’s that the happiest and most fulfilled people are those who devoted themselves to something bigger and more profound than merely their own self-interest.”
John Glenn

‘Go big or go home,’ he said.

I thought about all of the organisations I’ve worked with over the years, whether as a funder offering technical assistance, an executive growing and implementing new programmes, and a consultant advising and supporting organisations to grow (or simply maintain!). All were serving the ‘greater good’ as health, mental health, social service, disability service organisations.

I thought about what ‘big’ means – and to each one, depending on their view and perspective, it meant something different. Size, impact, influence – there’s a million ways to go ‘big’. And big for one may not look very big to the other.

The commonality was the desire to do good, the desire to increase the impact for the people that they were serving. To make a difference in people’s lives and in the world.

Sometimes, in NGO world, the stars align and this opportunity arises.

It is amazing and exciting.

It is also terrifying.

 You know that you are there to help people. Done well, you could help a lot of people. Not done well…. This is the intimidating part.

Scaling is not a dark art.

Though sometimes it feels like it is, especially in sectors where we don’t have widgets, we have people. Yes, we can measure things and count things, and organise inputs or outcomes. But the minute we forget about the big hearts doing work, or the hurting hearts needing support, we start losing the threads.

What to do, you say?

I decided to write this because of many people (like CEOs, general managers, government organisation leaders) I talk to who have the opportunity to begin scaling, and are looking for implementation solutions that fit their organisations and situations. I’ve been immersed in this area for the last 15 years or so (and am always learning, too). And I like to share.

Many years ago, when designing a program for children whose parents had mental health and addiction issues, I proposed a ‘person-centered’ approach. The primary objective was to look at the needs of the families – parents of children often struggle for options during the school holidays, and it’s even more difficult if you have other things weighing on your mind. Instead of formatting it in a standard ‘treatment’ approach, it was a school holiday program format (which was quite different at the time) using available therapeutic evidence base. We made it a fun place to go – and embedded the therapeutic elements. The kids had some psycho-social education, social skills building, therapeutic interactions and play-based activities. The parents had some time to form connections with peers and be in a therapeutic group that focussed on their children and parenting. The short program ended with the families going on an outing that was designed to be fun and oriented to cooperation and attachment. The program was met with rave reviews, and families wanting to attend every school holiday. Early quantitative and qualitative data told us, as the parents did, that it had made an impact on the families.

So - it’s not super science. It’s practical planning things (with a good dose of technical ‘stuff’). It’s some good people skills and some good business skills. With a heavy dose of dedication.

 

Know the people – design and implementation of a person-centered program means the collective ‘you’ know who you are serving, hears their needs, knows how, why, and where of the nooks and crannies related to what you are delivering or developing. Most importantly see the people and not the issue. If you want to start applying all of those User Experience and User Interface (UX/ UI) principles, go for it. ‘If you build it, they will come’ is so NOT true. Let’s not do that anymore.

 

Know what you’re doing, why you’re doing it and if it makes a difference – I love to focus on evidence, logic models/ theory of change, impact assessment, budget structuring to program design, operational structure, etc. Why? Because this is how you know that the things you’re doing are effective (meaningful) and efficient (not throwing resources down the drain or wasting time). Knowing what has happened in the past to inform the future is just logical and is too often a step that is skipped. I’ll talk a bit more about this in my next blog.

 

Know your team – and how to inspire their passion and their love for the new thing that is happening. They are the ones who will make and sustain the change and impact. The unsung heroes of social change.

Good management is about knowing their skills and their passion in applying those skills. As a team, you know your individual roles and take advantage of each other’s’ strengths. You also have to know their limits. So many times I’ve seen passionate people who do this work with all of their heart become overworked, overtired and burnt out. A bit of resource, some good coaching, a smattering of expertise and guidance can go a long way.

 

In closing – if you like what you’re reading, leave a comment. And if you don’t leave a comment. And keep an eye out for Part 2…

And if this sounds like some of the problems you’re trying to solve - get in touch and let’s explore options.

 

How do we drive strategy in NGOs?

Recently I've met a few other people who have roles with various titles, but functionally served the role of Chief Strategic Officer within their organisations. Each of us had different specifics but there were commonalities on the big picture goals. These goals centred on:

  • Focus on strategy and strategic plan
  • Forward/ future focus
  • Sustainability and growth
  • Understanding the larger environmental context
  • Innovative solutions
  • Disruption
  • Relationship management

Interesting conversations about the organisational context, how to support a continued change  agenda, timing of initiatives and smoothing the road forward as well as the wake that is sometimes left behind. 

Universally, it is accepted as an exciting professional path. One with many high points and growth opportunities. It is also accepted as something that can be personally challenging. Organisationally, it is seen by many as the way that we will do better for the populations that we serve, to move and grow the sectors we work in (this applied to several different sectors). 

Early on in my adventure, I talked to many people, but very few were familiar with the concept at the time. As recognition of this concept (albeit in different words -try Innovation), grows, so does the need for robust discussion about formulating an evidence base of what conditions and structures promote success. Because, really, disruption is not comfortable. 

Do you need a full time or part time CSO? Is it internal or external? Integrated or held to the side? How supportive is the CEO? What is the governance culture? There's many more questions and variants.

A few years ago, I also found an article titled 'Stop Reacting and Start Planning Ahead: Why Your Nonprofit May Need a Chief Strategy Officer' from The Bridgespan Group (https://www.bridgespan.org/insights/library/hiring/why-your-nonprofit-may-need-a-cso).  It was one of the few I found. And still one of the few in the NGO realm. Their summary was that 'CSOs also help to move an organization in a direction that addresses short-term needs in the context of long-term strategic goals.' And that this focus on strategy is what helps realise the vision.

Any thoughts on success factors? Benefits to organisations? Is this a need?

-Anne