Category Archives: Nonprofit

Benchmarking Organizations Similar To Yours

If you are looking to make a change in your organization, then you may want to start by benchmarking the practices of organizations similar to yours. There’s no need to spend your valuable time and energy reinventing the wheel. There are other organizations with programs similar to yours, in regions similar to yours, with funding needs similar to yours. Learn from them!CHIP

Transform Consulting Group recently went through the process of benchmarking other nonprofit organizations for our client, CHIP: The Coalition for Homelessness Intervention & Prevention. CHIP is in the process of growing its programming and is seeking to partner with new funders.

2 Reasons You May Benefit From Benchmarking

  1. One reason you might benefit from benchmarking is if you want to change your programming or expand to serve different clients or another location. Start by benchmarking the best practices of organizations with similar programming—both locally and in other regions similar to yours. Then, focus on nonprofits that have already successfully navigated a comparable change or expansion.

    For our work with CHIP, they were already experts on funding sources of local homeless service providers since they function as a leader in the homelessness system in Indianapolis. We were able to help them by benchmarking other homeless service system leaders in similar cities across the country. Through this process, we identified different funding streams that CHIP is now leveraging. We also investigated various ways that other organizations have developed partnerships with homeless service providers, as well as public-private partnerships. Then, we analyzed the aspects of these structures that aligned with CHIP’s goals for development and expansion.
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  2. Another reason benchmarking may benefit your organization is if you want to diversify your funding streams. First, research organizations with similar programming in different regions to learn about funders and funding sources that may also be available to you. Then, benchmark other organizations in your region with programming that is different from yours. Some of those organizations’ funding strategies may be applicable to you.

3 Strategies For Conducting Benchmarking Research

  1. Online Research – In today’s Information Age, the majority of information that we want to know is readily available at our fingertips. Doing research online goes beyond just looking at an organization’s website. You can dig deeper by looking at their annual reports and other publications. In addition, remember to check out their social media posts for more information about how they operate. Also, use a search engine, such as Google, to find out what others are saying about the organization.
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  2. Review 990s – Some nonprofit organizations share detailed information about their funding sources on their website or in their annual reports, but others do not. Most nonprofits have to file an annual tax form called a Form 990. If an organization doesn’t put it on their website, you can find their 990 elsewhere online.
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    Since our work with CHIP is centered on fund development, we paid particular attention to 990s in our research. We analyzed and compared the amount of funding coming from various sources, such as philanthropic grants, member dues, and government grants.
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  3. Key Informant Interviews – Electronic research is very useful, but sometimes you can learn more from a conversation with an expert. If you identify a few organizations that are very relevant to your work and goals, then reach out to staff there. Before your conversation with them, be sure to plan your questions ahead of time. Keep your questions focused on your goals in order to make the most of your time and theirs!

Tracking Key Indicators

Track your findings, and synthesize what you’ve learned! Before starting your research, set up a tracking system that works for you and your team. Then, document what you learn. Finally, figure out how your learnings can positively impact your organization! assess-01

These are some key indicators you may want to track.

  • Organization Nam
  • Location & Service Area
  • Population Served & Demographics
  • Organization Size & Number of Staff
  • Programs, Initiatives, & Focus Areas
  • Funding Sources & Funders
  • Interesting Data & Ideas
  • Collaboration with Partners

If your organization wants to make a change in order to have a bigger impact, Transform Consulting Group can help you with the necessary research & analysis to achieve your goals. Contact us today to get started!

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Marketing 101: 5 Ways to Enhance Your Social Media

At Transform Consulting Group, we see many organizations launch services and programs in response to an obvious need in the community or a gap to address. Your organization is getting into your work, because you have a passion for a cause. Too often nonprofits spend their time on making their programs and services amazing and not as much time on their marketing efforts.Social Media Image

We don’t expect you to be a marketing genius. We want to equip you with simple tools, so that you can do what you do best and it starts with your marketing.

We launched our Marketing 101 series with 5 Tips for Building Your Brand. In this blog we are focusing on your social media presence and will provide simple tips you can immediately implement with little time, budget or resources.

First, you may be wondering why invest time in social media? Social media is continuing to grow everyday – with over 69% of adults now using some sort of social media platform. It is a simple, low-cost way to promote your organization.

There are numerous social media platforms you can decide to utilize for your nonprofit. We understand your time is limited and recommend choosing 1 or 2 social media platforms to get started. There is no reason to spend time on every available social media site and stretch yourself too thin. By choosing 1 or 2 platforms, you can spend the necessary time making sure your efforts get the biggest bang.

There is a little science to choosing what social media platform to invest in, and it really depends on your audience and message. However, we suggest at least starting with Facebook. Facebook is the largest platform, with over 1 billion users daily. Other options to consider are Twitter, LinkedIn, Pinterest, Instagram, and the list goes on. Regardless of your chosen platform, these best practices can be implemented!

5 Ways to Enhance Your Social Media

  1. Post Regularly

Your followers need to hear from you on a consistent basis. Your posting schedule will vary depending on your social media platform. On Facebook, you should post at least one time a day. Twitter operates at a much faster pace and if you truly want your content viewed then you will need to post 3-5 times a day. On sites like LinkedIn, you may find that posting 3-5 times a week is most appropriate for your audience.

Screen Shot 2018-04-11 at 3.47.28 PMThis may seem daunting at first which is why we recommend scheduling your posts when possible. On Facebook for example, you can schedule as many posts as you want for free by clicking on the blue box on your wall.

There are also many tools available for scheduling posts on multiple social media sites. We use Hootsuite to schedule posts for Transform Consulting Group.

The hardest thing about posting regularly is coming up with compelling and relevant content! When crafting your content, consider posting the following:

  • Articles related to your cause to demonstrate your knowledge on the issue areas you are addressing;
  • Event information for upcoming activities within your organization or community;
  • Data and statistics that highlight your impact and successes;
  • Pictures of your work in action (pending client approval/permission;
  • Content shared by partners or other organizations in your network.

  1. Utilize free analytics tools

On most social media platforms, there are built in analytics tools you can use for free. (Facebook calls these tools “Insights” and you’ll find the tab in the top banner. LinkedIn and Twitter have tabs called “Analytics”).

These tools are only useful if you know what data to track. Here is an example of the data we monitor on Facebook on our company page and for clients like the Indiana Heart Gallery:

  • Reach – This number tells you how many people are viewing your content or page. It also includes people who haven’t “followed” your page, but can see your content.
  • Post Engagement – This number shows how often people are “liking” or “sharing” your content. By scrolling to the bottom of the “Insight” page, you can see the engagement on every post and use this information to determine the types of posts your audience is interested in.
  • People (found on the left side of the screen, under “Insights”) – This tab shows basic demographic data about the people who “like” your page. Determine the gender, age, and location of your target audience. Are those the same people who are viewing your content? If not, you may need to change up the things you are posting to attract the demographic you want to engage.
  • When Your Fans are Online (click on “Insights” and “Posts” on the left side of the screen) – This data will show you what days of the week and time of day your fans are online. This is valuable information as you start scheduling posts. Use this data to determine when you should post to ensure the most eyes see your content.
  1. Use visuals

Photos and videos perform better on all social media platforms. Avoid posts that just include text, but instead upload images or videos that capture your fans’ attention. Always make sure to include a photo when posting links to articles or a page on your website.

  1. Experiment with adsScreen Shot 2018-04-11 at 3.49.17 PM

We have had good luck with Facebook Ads for as little as $10 per post for our client the Indiana Heart Gallery.

The Indiana Heart Gallery has great engagement with followers on social media, but we wanted to target individuals who don’t already know about the Heart Gallery for our major events. The advantage of utilizing ads is that your content will reach people who aren’t already engaged with your page.

Whatever platform you utilize for ads, make sure you are specific about your target audience. Most platforms allow you to choose specific demographics, location, etc. of the people you want to target. Spend time making sure your content is appealing to the same target audience you are targeting with your ad.

  1. Engage with “Fans”

Respond quickly to messages, retweet partners’ post, share content, “like” comments on your wall, etc. The more you engage, the more often your company will pop up in people’s newsfeed!

At TCG, we are passionate about helping you move your mission forward. Are you interested in partnering? Contact us today and learn more!

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Looking for Grants? Learn About Funders with Foundation Directory Online!

Whether you’re a seasoned grant writer or just starting out, it can be a challenge to find possible grant opportunities. In today’s information age, the internet is an incredible resource to find information on potential funders. However, not all funders who award grants have an online presence. In fact, only 10% of foundations have a website. Another useful strategy for finding possible grants is through word of mouth in your local community and region.

FDO-foundation-directory-onlineIf you rely only on the internet and relationships for possible fuding, then your organization may be missing out on potential grant opportunities to support your fund development goals. One of our “go-to” sources is the Foundation Directory Online (FDO) database. FDO is one of the services provided by Foundation Center. There is a fee to access the information in their database, but we find that it is worth it due to the amount of information that you will be able to gather, as well as the ease of searching in their database. 

3 Ways That Foundation Directory Online Can Help You

  1. Find Possible New Funders – You may have an idea for a new project, or you might want to expand an existing part of your programming. In order to accomplish this, you need to find funders with available grant opportunities that could support your goals. The FDO search fields let you specify the subject of your project or program, your geographic area, and the population you serve (e.g. youth or veterans). For example, if you want to find funders that would support your homeless programs in Michigan, you could type in those categories to find possible funders. You can add more layers to the search to narrow the focus or remove restrictions to broaden it. You can save your search criteria each time, allowing you to come back to your results as needed.
     FDO-Michigan-homeless
    Some private and corporate foundations, particularly larger ones, have websites with detailed information about the types of projects and programs they fund, as well as their grant application process. In these cases, it is typically best to rely on the information on funders’ websites, rather than the FDO database, since it may take some time for FDO to be updated. The Joyce Foundation is an example of a funder with a lots of detail about projects they have funded on their website. However, when foundation websites do not exist or do not contain enough information, FDO can fill in those gaps.
  2. Complete Prospect Research on Funders – Let’s say that you FDO-grant-size-chartrecently learned about a local or national funder, and you want to find out if they would be a good partner for your organization. You can search FDO for information about that particular funder, including the types of projects they have previously funded. You may also want to find out how much you should ask for in a grant, so you could use FDO to find information on their past grantee award amounts. FDO lists each grant made by each funder, the dollar amount of each grant, and the reipient of each grant. They also compile data in chartsand graphs, giving you quick access to summaries, along with the option to click for more detail.                 Pro Tip: Sometimes funders have a different legal name than the name you know. If you’re having trouble finding them by their organization name, you can do a keyword search.
  3. Benchmark Other Nonprofit Organizations – Nonprofits can also learn from other similar organizations in the same region or industry. FDO can help you benchmark the funding strategies of those organizations. Search for similar nonprofits by name or keyword to find out what kind of funding they have received in the past.

The process of seeking grants from private and corporate foundations often requires some level of relationship-building with staff at the foundation. Once you have identified potential funders that fit your subject area, geographic region, and population served, then you need to determine how to approach the foundation about funding your project. Many foundations note that they do not accept unsolicited grant applications. This usually means they want to have a conversation with you or receive a Letter of Inquiry from you to get an overview of your organization before you submit a proposal. This will help them determine if it is worth your time to prepare a detailed grant application or if your proposal does not match their funding goals.

FDO compiles information from many sources, including foundation websites and 990 tax forms. If you access FDO, then you do not have to conduct this research yourself. Some of the most helpful information in FDO is found on each funder’s Grantmaker Record page, and we have found some good ways to search for results.

Tips for Making the Most of Foundation Directory Online

  • As you navigate FDO, it is important to remember that what you type into each search field continues to impact the records you pull up. For example, if you type “Indianapolis Colts” into the keyword field and then click on the Grantmaker Record for Indianapolis Colts, Inc. Corporate Giving Program, you will not see the full information about this grantmaker. Instead, now that your “Indianapolis Colts” search pulled up the full name of this grantmaker, copy the full name and then clear that search. Next, go to the “Organization Name” field and paste or begin typing “Indianapolis Colts, Inc. Corporate Giving Program.” Once that name pops up as a choice, select it, and click search. Now, when you click on that Grantmaker Record, you will see all the details about this funder.
  • Some organizations, like Central Indiana Community Foundation, both receive grants and give grants. Therefore, FDO has both a “Recipient Record” and a “Grantmaker Record” for them. Be sure you are looking at the right record in order to get the information you are seeking.
  • Within the Grantmaker Record, you can filter your results to focus in on only previous grants given to organizations similar to yours, projects like yours, or programs in your geographic area. As you move from screen to screen, be sure that the tabs and filters selected are the ones you want to see.

If your nonprofit organization is on the smaller side, you may find that the costs of a subscription outweigh the benefits. You can always do your own research into prospective funders’ 990 tax forms. Check out our blog on 990s and this free resource for finding 990 forms.

Whether your nonprofit is large or small, Transform Consulting Group can help you navigate grant research and writing! Contact us today to get started.

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Why Are Financial Goals Important?

Your organization probably has a mission statement and strategies in place for achieving your program goals, but do you also have concrete financial goals? Whether you administer a nonprofit, faith-based organization, or a small business, you have to think about the financial health of your organization.

Your mission and program goals are, by definition, tied to financial goals. Serving your clients and families, as well as paying your staff, requires funding. If you haven’t thought about the health of your current budget or your future financial goals, now is the time! The 4 steps outlined below can guide you.

Step 1: Assess your organization’s finances.

  • First, you may need to spend time reviewing your current revenue, expenses, and the quality of your bookkeeping. In this process, engage your leadership team, board of directors, and/or financial consultants.
  • If needed, determine how to improve your accounting practices. Keep in mind that accounting and other supportive services are part of what enables your programming to have the desired impact.
  • If your organization is not consistently breaking even, then that will inform your financial goals. If your revenue exceeds your costs, how are you reinvesting it in your mission?

Step 2: Set specific goals for your program, such as increasing funding or serving more clients.

  • Separate from the process of reviewing your budget, do you have ideas for the future of your program?
  • Does your organization have an up-to-date strategic plan? In your planning process, did you start by determining the end results that you want to see?
    • What are your plans for program improvement? Goals for Financial Goals Blog
    • Is your organization looking to replicate its services in another geographic region?
    • Did your needs assessment indicate that you should expand to serve a broader range of clients and families?
  • As you are going through the process of turning big ideas into program goals, be sure that you make your goals Specific, Measurable, Attainable, Relevant, and Timely, or SMART.

Step 3: Set financial goals that will enable you to meet your program goals. What will it cost to meet these goals?

  • You may have some goals for your organization that do not require additional funding. Perhaps you need to prioritize your current funding and/or staff time.
  • Other goals, like serving additional clients, expanding to a new region, and increasing staff wages, do require additional funding.
  • Quantify your specific short-term and long-term funding goals. Then, specify how these goals help you achieve your desired outcomes.Financial Goals-Blog image

Step 4: Develop specific strategies to accomplish your financial goals.

  • One possible strategy is decreasing your current costs. Review your spending from the past few years to see if there are opportunities to save money.
    • You may find that your organization is using resources for activities that are not as closely tied to your mission as they should be.
    • Could you negotiate with any of your vendors for lower service fees?
  • Bringing in additional revenue can be a daunting task. Break it down into smaller pieces.
    • What type of funding are you already accessing that could be increased?
      • Could you raise more from individual or corporate donors?
      • Could you increase your fees for services?
    •  What other funding sources are you not already accessing?
      • Could you write a grant for the first time?
      • Is there government funding available that supports your field?

As you assess the overall health of your organization, remember to focus on areas in which your background is not strong. If you are the director of early childhood education program, then your experience and education is likely in the field of child development. You probably have a lot of ideas to improve the quality of education at your program. Also be sure to consult experts in other areas, like finance, to ensure you are making the most impact!

Our team is currently engaged in a project funded by Partnerships for Early Learners, a program of Early Learning Indiana. We are working with 10 early learning programs across Indiana to help them meet their financial goals. Going through this 4-step process is different for each program. The programs are structured differently and bring unique skills to the table. Despite their differences, each program has been able to set specific goals and find funding strategies that will work best for them.

If you’re ready to jump into this process and need some help with goal setting or fund development, contact us at Transform Consulting Group for a free consultation!

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Why You Should Consider Implementing STEM Curriculum

It’s all the buzz right now, so what is STEM? The acronym STEM stands for science, technology, engineering and mathematics. It’s an approach to education that’s designed to revolutionize the typical teaching of subjects like math and science by incorporating technology and engineering into regular curriculum.

STEM Education shifts the typical teacher-centered classroom by encouraging a curriculum that is driven by problem-solving, discovery, exploratory learning and hands-on activities. Some programs have added “A” for art making the acronym “STEAM”. By adding art, educators are promoting creativity and flexible thinking among students in a science and mathematics context.Screen Shot 2018-01-16 at 9.47.29 PM

Workforce and economic development experts strongly support the need for a STEM/STEAM focus, which may be why it’s such a hot topic right now:

  • According to the U.S. Department of Commerce’s Economics & Statistics Administration, career opportunities related to STEM over the past ten years have grown three times as fast as non-STEM jobs.
  • In 2018, there are projected to be 2.4 million STEM jobs in the U.S that could go unfilled due to the lack of qualified workers.
  • STEM occupations have wages significantly above the national average wage for all occupations. The national average wage for all STEM occupations was $87,570, nearly double the national average wage for non-STEM occupations ($45,700).

In a recent project, our team worked with an organization to apply for a 21st Century Community Learning Center (CCLC) grant. This non-profit organization offers after-school programming for middle school and high school students. Part of their grant application included implementing STEAM in their weekly curriculum and connecting students to local STEAM career pathways. As we worked to implement this curriculum shift, the organization saw four major benefits.

Benefits of STEM / STEAM:

  1. Help students accomplish their postsecondary education attainment and career goals.
  2. Address the community’s career pathways gap.
  3. Pave the way for new partnerships.
  4. Open doors for securing additional funding to sustain the program.
1. Help students accomplish their postsecondary education attainment and career goals.
 

By offering STEM / STEAM focused curriculum, you are supporting students’ development of skills, knowledge, and experiences necessary for success in postsecondary education and economically viable career options. This focus encourages strong community partnerships, which allow students to participate in internships and apprenticeships. It also provides additional opportunities for creative and innovative academic enrichment that support students in developmental areas such as academic, social/emotional, civic engagement, wellness, etc. By exposing students to various STEM / STEAM careers, it helps them identify their postsecondary education and career pathway.

2. Address the community’s career pathways gap.

By offering a STEM / STEAM program, you can help set your community up for success by encouraging skills needed for the local workforce. In our example regarding the 21st CCLC grant application, we found that a STEM / STEAM focus for students could really pay off for the entire county. In one school district included in the program, 55% of the students enrolled in college within a year following graduation. Unfortunately, the students are not persisting through completion. Currently, only 29% of the county adults hold an Associate’s degree or higher. That is less than half of the students who enrolled in postsecondary education and the state’s projected goal and need for 60% of adults to have postsecondary education. In this same community, manufacturing jobs – high-skilled and high paying jobs – represent almost half of the employment in the county. Expanding students’ knowledge of STEM-related careers and creating stronger partnerships as well as career pathways will be a game changer in this county!

Boy Assembling Robotic Kit In Bedroom

3. Pave the way for new partnerships.

With a structured STEM / STEAM curriculum, organizations can pull in local partnerships to enhance programming. With the organization mentioned above, we had numerous businesses in the community agree to facilitate field trips, presentations, and hands on activities to enrich the programming for students while also educating the students about local career pathways available. This is invaluable experience for a student who is trying to figure out what their options are after graduation. It is also a beneficial partnership for businesses who need to maintain their workforce pipeline.

4. Open doors for securing additional funding to sustain the program.

Because STEM / STEAM is all the hype right now, there are numerous funding streams available to support your work. Funders see this as a significant need in our education and workforce systems and are looking to support organizations who can successfully address this need. For the 21st CCLC grant, priority points were given to organizations who included STEM / STEAM in their programming. There is ample data available to convince local businesses and philanthropic partners to invest. Having a clear, focused curriculum in place can open NEW doors for additional funding streams.

As education and technology continues to transform the way we live, work, and learn, STEM / STEAM is something to consider for organizations serving young people. If your organization is ready to take the plunge and shift your curriculum focus, we’d love to work with you. We can help find funding, research programs, write your grant, evaluate existing efforts, and more. Contact us today and let’s chat!

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Research Spotlight: Adverse Childhood Experiences or ACEs

At Transform Consulting Group, we make it a priority to stay current with the latest research and trends across our client’s sectors. For example, we wrote in a previous blog about a new practice where programs are using a two-generational approach, which looks to achieve greater impact through services that support both children and adults. Many times, those program models are based on research that supports its success. In this blog, we spotlight an innovative study that is being used in many sectors: the Adverse Childhood Experiences (ACEs) Study.

What is the ACEs Study?

Between 1995 and 1997, Dr. Vince Felitti from Kaiser-Permanente and Dr. Bob Anda with the Center for Disease Control (CDC) conducted surveys of more than 17,000 adults in Southern California about trauma experienced in their childhood. The trauma included abuse, neglect, parental mental illness, incarceration, poverty, substance abuse, divorce or separation, and domestic violence. The researchers found that one in eight respondents had four or more ACEs (1 point for every “yes”), and two-thirds (67%) of respondents had at least one ACE.  

ACE Blog Infographics 2

What are the implications of an ACE score?

The researchers found a strong relationship between ACE scores and negative health outcomes, in that a higher ACE score resulted in higher rates of illness and disease. Specifically, they reported for those who had an ACE score of four or more, they were 2.5 times more likely to have hepatitis, 4.5 times more likely to have depression, and 12 times more likely to attempt suicide compared to those with an ACE score of zero. In addition, those who had an ACE score of seven or more had triple the lifetime risk of lung cancer and 3.5 times ischemic heart disease, the number one killer in the United States (as of 2014).

Some reacted to these results without shock, already linking childhood trauma with higher rates of at-risk behaviors, such as smoking and drinking. However, research now shows the affect childhood trauma has on the developing brain, including inhibiting the prefrontal cortex, which is responsible for reasoning and impulse-control, as well as the amygdala, which is the brain’s fear-response center. This research is important to know; however, the ACEs Study also shows that those who do not partake in high-risk behaviors are still more likely to develop heart disease or cancer. As Nadine Burke Harris explains in her TED Talk on this subject, this is due to the hypothalamic-pituitary-adrenal axis, the brain and body’s fight-or-flight response system. She equates this to seeing a bear in the forest and how your body recognizes the threat, activates the axis, and increases the body’s stress response (higher heart rate, opened airway, eyes dilate, etc.), so you are ready to either fight or run from the bear. This is a life-saving stress response when you are in a forest with a bear, but what happens when this stress response is triggered repeatedly due to threats in the home, or at school, or anywhere else in life?

Having this stress response triggered in a child repeatedly has been shown to negatively impact their developing brain, immune system, hormonal systems, and how one’s DNA is read, to the point of higher rates of illness and disease in later life, as the ACEs Study confirms above.

How to Determine an ACE Score

By popular demand, Dr. Anda released to the public a PDF of the questionnaire used to identify one’s ACE score. It is a simple 10-question survey that anyone can administer in which a “yes” equates to one point. The sum of all “yes” responses is an individual’s ACE score.

ACE Blog Infographics

Some government agencies, such as health departments are adding the ACEs questionnaire to other survey instruments administered to the public to gather information about their local population’s trauma experiences.

Using ACEs to Inform Your Work

No matter your sector or nature of work, there are a few takeaways from this study.

  1. Adverse childhood experiences are very common and affect the majority of the population regardless of income, race, or other socio-economic factors.
  2.     ACEs negatively impact a child’s development in many ways.
  3.     The more ACEs experienced, the greater risk for illness and disease.

At Transform Consulting Group, we provide project management for the Early Learning Advisory Committee (ELAC), which consists of seven volunteer workgroups that focus on different aspects of early learning. Multiple ELAC workgroups have used the findings from this ACEs Study to inform their work, including the Child Development and Well-Being workgroup. In 2017, this workgroup helped draft a policy on suspension and expulsion using brain development research that relates to one finding from the ACEs Study which shows how higher ACE scores negatively impact a child’s brain and social-emotional development. In addition to careful wording in the policy, the workgroup is also developing resources to support the implementation of this policy, as well as information on brain development and trauma’s impact.

Another ELAC workgroup, Evaluation of Child and Family Outcomes, is looking to use data from the ACEs Study as family outcome measures, including reporting the barriers created by childhood trauma and how families are doing. The Indiana State Department of Health is planning to add the ACEs questionnaire to an upcoming survey, so there will be information on ACEs scores for some Hoosiers.

 

We at Transform Consulting Group know the importance of understanding the latest research to help our clients align with best practices and accelerate their impact. Want to learn more about how we can support your work and integrate the latest research? Contact us today!

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Three Tips to Scale Up Your Social Program

Social programs are often developed to address service-gaps within communities. As the program evolves and retains strong outcomes over time, organizations may look for ways to expand the services.

The Wallace Foundation recently produced a report called Strategies to Scale Up Social Programs. In this report, researchers conducted a study focusing on what it takes to scale up programs and identified three key strategies.

ScalingUpICON20111

Three Strategies to Consider to Scale Up Your Program

1. Organizational Structure:

There are three organizational structures to consider when determining the proper path for scaling up a program.

  • Branching:  If an organization chooses “branching” as a strategy, the program will be offered at multiple sites under the control of the lead organization. Utilizing this strategy may mean slower growth and expansion for the program due to the fact that the lead agency must manage the various sites. The benefit of branching for program expansion is that the lead agency remains in control of the program delivery and model.
  • Affiliate: Organizations utilizing the affiliate path are able to offer and expand their program to other sites. In this option, the partnering organization has basic control over the program like the leading agency would in the branching pathway. Sometimes these independent organizations are under contract with the lead organization who developed the program.
  • Distributing network: This option allows for an organization to develop the content of a program, but leans heavily on its partners to implement the contents of the program as they have been written. These organizations tend to have a national or regional geographic reach.
2. Partnerships:

Scaling up a program involves multiple partnerships.  No lead organization can successfully scale on their own. Successful organizations who participated in the study noted that supporting and implementing partnerships are very important to bring programs to scale. When making the decision on who to partner with, consider the following:

  • Resources – What resource gaps (i.e. funding, implementation, etc.) can the partnering organization support to bring the program to scale?
  • Organizational Structure – Which partnering organization can best assist with the organizational type of bringing the program to scale?
  • Knowledge and Experience – Does this partner have experience and knowledge within this particular field? Who can help guide the process?
3. Program Model:

When bringing programs to scale, the program model was well defined and possibly refined with demonstrated impact prior to scaling. After scaling, it is not uncommon for the program model to be altered due to program adaptation or reinvention. Based on this study in particular, reinventions of programs often occur in order to change the delivery model, target audience, or program’s focus.  To ensure that the program model remains intact as much as possible, lead organizations may provide implementation guidance to those implementing partners. Online resources like toolkits are also a helpful resource for partner organizations to reference. Although this strategy may help in program fidelity, the overall monitoring process for the lead organization to maintain program control varies. Some organizations utilize tools such as Memorandums of Understanding (MOUs), dashboards, on-going evaluations, etc.

Client Spotlight

We are working with a college and career readiness client to help them evaluate their impact. One of their goals for completing the evaluation is to make the case for scaling the program to other communities. It has been the discussion for many years at this organization. However, before they could begin the steps identified above, they first need to affirm that they have a well structured program model with demonstrated impact. Then we could take them through the three steps noted to determine if scaling is an option and the appropriate path forward!  

We, here at Transform Consulting Group, are equipped to assist your organization with bringing programs to scale during a time where social needs, communities, and family demographics are forever changing. If you want help with bringing you program to scale or need assistance addressing reinventions and adaptations contact us today!

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4 Ways to Raise Awareness for Your Cause

There are so many worthy causes to support, which can make it tricky when working to promote YOURS. How can you leverage specific times of the year to create buzz around your mission? How do you make your campaign stand out against the others?

One important project that our team is proud to manage is the Indiana Heart Gallery for the Indiana Department of Child Services. The Heart Gallery is a traveling photo exhibit featuring children in foster care who are available for adoption. (You can learn more in this past blog post).

While we work year-round to promote foster adoption, we really amp up our efforts during November which is National Adoption Month. We latch onto the buzz already generated throughout the month to bring attention to the need for adopting older children. While this cause may be different from your organization’s, the methods we used to raise awareness can still be applied!

1. Host a Press Conference

Get ahead of the message by hosting a press conference to communicate your efforts. On November 1st, the Indiana IMG_3487Heart Gallery had a press conference to kick off National Adoption Month. We were able to use this platform to set the stage for a month long campaign. We invited partners with similar goals to join us and highlighted their efforts as well. We also brought in big name speakers, like the Indiana Department of Child Services Director Mary Beth Bonaventura and Supreme Court Judge Mary Willis, to add credibility to our presentation and attract attention. This press conference allowed us to educate the public on National Adoption Month as a whole, communicate the goal of the Indiana Heart Gallery, and promote upcoming events.

2. Throw an Event

Occasionally, you have to do things differently. Offer your supporters (or potential supporters) a fun night out or an unique opportunity to get involved.

While the Indiana Heart Gallery travels to different venues every month, it’s usually a standalone exhibit. This structure works great for achieving our month-to-month goals, but occasionally we need to spice things up and offer a different way to engage the public in our project.

IMG_2582We do this by hosting Family Fun Events. During these events, we have adoption staff on-hand to answer specific questions about the foster to adopt process and usually have fun freebies to entice families to come!

For example, we hosted a Family Night at both the Memorial HealthWorks! Kids Museum in South Bend and the Children’s Museum of Evansville. We cover the entry into the museum, refreshments, prizes, photo booth and then feature the Indiana Heart Gallery. We share personal stories of adoption and connect families to local resources. The goal is to engage people who don’t know much about foster adoption and allow for an informal setting for them to learn more.

These events led to many families ready to take the steps toward adoption! It was an informal, fun environment where they could learn key information about foster adoption without any commitments.

3. Amp up Social Media

Screen Shot 2017-12-05 at 11.47.46 AMEven if you’re already very active on social media, don’t be afraid to try new things. Especially during your awareness building campaigns. For the Indiana Heart Gallery, we have a strong following on both Facebook and Twitter. Typically we will post daily news, statistics, and information about our events. During November, we used Facebook ads to really enhance our campaign and start reaching those people who have never heard of us. With a small budget, we were able to set specific demographic criteria and reached nearly 2,000 new people to share our message.

We also did strategic email blast posts to supporters and partners alerting them of events happening in their area and to share information about National Adoption Month. Think differently about leveraging the communication tools you have available to promote your cause.

4. Send Compelling Press Releases

We shared tips for writing press releases in this blog. Press releases are a great way to communicate your cause. For the Indiana Heart Gallery, we often use press releases to highlight events, but they can also be used to share information or statistics about your cause. Send them strategically during your campaign and remember to always follow up with calls, emails, or additional information!

Our TCG team worked hard to pull together all the above (and more!) to make November a success for our client and ultimately the children waiting for a family to call their own. It’s what we do when we manage a project. Want to learn more about how we can partner on your next big project or campaign? Contact us today!

 

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How to use 990 tax forms for grant writing?

Writing grants can be a long, arduous process.  In this past blog, we talked about five steps for grant writing.  Once you have identified possible funders who share alignment with your organization’s mission and goals, you want to gather more information to make a compelling grant request.

Some helpful things to know about a possible funder before submitting a grant application are the following:

  1. Who have they funded in the past?Tax form image
  2. How much have been their grants?
  3. What have been the projects / services funded?
  4. Who is on their Board of Directors?

This research is not an absolute that would change your grant proposal but would help inform the overall approach and priorities to pitch. In general you want to know the types of organizations that they have funded in the past to see if you fit into the category.  For example, if the funder has only supported direct service organizations then they may not fund an intermediary organization. You would still want to ask the funder to make sure you fit their description of possible grantees but this might provide some good insight.

Secondly, it is really important to find out their typical grant funding range. You don’t want your ask to be too small when you could have asked for a higher amount based on their past funding. At the same time, you don’t want your ask too large if that is well beyond what they have funded.  Again, you still want to talk with the funder about what you are proposing, the need and an appropriate amount.

Third, it is helpful to see the types of projects that they have funded. Typically, the funder will list acceptable areas of focus and uses of the grant funds.  However, sometimes that information is not readily available.  For example, would the funder support capital projects, capacity building projects for the organization, or the types of direct services?

Fourth, grant writing is so much more than the technical writing and submission of grant applications.  It is really about building a relationship with the funder and grantee.  The funder is a partner and extension of the work of your organization.  As such, you will want to build a relationship with the funder including the staff and members of their board of directors.

Some funders do a good job of including this information on their website.  However, we find that not all of this information is readily available. A great tool that we turn to is finding the funder’s “Form 990-PF” tax return.

What is Tax Form 990-PF?

Tax exempt organizations must file some version of the Tax Form 990 with the IRS each year to maintain their standing. Non-profit organizations file Form 990, and private foundations file Form 990-PF. The “PF” stands for Private Foundation.

The 990-PF provides fiscal data for the foundation, names of trustees and officers, application information, and a complete grants list.  The last item is most helpful for your research.

The funder lists all of the organizations who received a grant in the past calendar year.  It essentially answers the three items listed above: who they founded, how much and for what!

The 990-PF can also be useful for relationship building with the funder. For example, an organization’s Form 990 includes the contact information for the private foundation if they do not have a website. In addition, the 990 provides the names of the people on the board and the officers whom you might know and start to build relationships.

Where can you find the Form 990-PF for Funders?

In today’s information age, there are some great online tools to find organization’s 990s.  

  1. Search Engines: You can search an organization’s 990 through different online search engines, such as Google by using keywords.
  2. Funder’s Website: Some funders will post their past 990s directly on their website, so start there.
  3. Foundation Center’s 990 Finder: they have developed an online search tool specifically for 990s. There are other organizations, such as Charity Navigator, that post 990s but they link back to the Foundation Center. 

If you are looking to increase and diversify your funding through grant writing, contact us.  We would love to learn more about your goals and see how we can accelerate your impact!

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