Category Archives: Nonprofit

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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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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10 Tips for Your Year-End Giving Campaign

2017 is quickly coming to an end! Before you know it, we’ll be saying “Happy New Year” and plans for 2018 will be underway.

blog infographic 1We’re heading into the season of giving. It is that time of year where donor dollars increase significantly. Year-end giving trends suggest that nearly one third of annual giving happens in December.

At Transform Consulting Group, we highlighted tips for ending your fiscal year strong in this blog. One way to finish the year on a high note, is to kick off a year-end campaign with these simple tips:

  1. Start Planning Now: You can’t wait until the last few weeks of December to reach out to donors or to make the first “ask.” Get a plan in place today that you can implement over the next few weeks.

  2. Send Something: Whether it’s a holiday greeting in the mail or an email blast wrapping up the year, your current donors need to hear from you. You can highlight an accomplishment from this year, share a specific need heading into the New Year, or just thank the donor for their past generosity. Most likely your donors are hearing from other organizations too, and you need to be on their radar.blog infographic 2

  3. Engage Volunteers: Take the time to appreciate your volunteers this year. Thank them for the time they
    invested in your organization. You may even decide to give a special gift to those who met X amount of service hours. Volunteers are twice as likely to donate to your organization. These are the people who are already engaged in your mission and have seen first-hand the work you do. 

  4. Enlist Your Board: Your board of directors can be your biggest asset this time of year. Have board members write personal thank you notes, make phone calls or accompany you to meetings with donors.

  5. Segment Your Contact List: Your strategy should be different for different donors or partners. Organize your contacts into specific lists and plan your approach for each group such as: major donors, once a year donors, volunteers, alumni (past clients if appropriate), board, etc.

  6. Go Visual: Create consistent images and visuals for all aspects of your campaign. Try highlighting major accomplishments or data using infographics (check out our blog series on infographics here). Feature client success stories and quotes with photos (if appropriate). Create images and banners to display on all social media platforms. You can even set up a microsite just for your holiday campaign that clearly showcases your goals and progress over the next few weeks.

  7. Plan A Giving Day: We highlighted tips for implementing your own “Giving Day” in this blog. This can be a unique day that your organization chooses to ramp up efforts or you may decide to take advantage of Giving Tuesday. Regardless of what you choose, make sure you continue promoting your cause until December 31st. Surveys show 12% of funding comes in during the last 3 days of the year, so you shouldn’t just rely on one day for giving, but it can be a great tool to kickstart your efforts.

  8. Make It Easy To Give: Provide your donors with several options for giving and make the options clear! Create a button on your website for donations. Have a link on your social media pages that directs followers to give. Send pre-stamped envelopes for those donors who you know would rather give via check or cash.

  9. Focus On Donor Stewardship: It’s very rare that you can ask a person for money, and they give it to you on the spot. You need to steward a relationship with them first. Build trust and learn about the causes they are interested in. Donor stewardship is important for engaging new donors but also for helping to move current donors to the next level of giving. Don’t expect that your holiday postcard sent in December will be enough to gain significant traction. Make plans to meet up with specific people who you know can give more or should be giving period. Start those conversations today.
    year-end-campaign-donordrive-300x256
  10. Make It Personal: Regardless of what methods you use to ask for gifts (email blast, mailings, one-on-one meetings), you need to bring the focus back to the people you serve and causes you are working to impact. Put a face to your mission and make it personal. Share specific stories of how your programs changed a family’s life. Introduce a donor to that single mom who went back to school. Highlight exactly where the donor’s dollars are going and who will be impacted. Along with the personal anecdotal stories, don’t forget to include your outcome results. Need help with having good data to share? Check out this blog or our services.

At Transform Consulting Group, we understand the many challenges that organizations face and often it begins with funding limitations. We want to work with you on ways to maximize your funding, so that you can move your cause forward. We love thinking outside of the box to come up with unique ways to engage current and new donors. Contact us today and let’s put your year-end campaign into motion!

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Shared Services: How Can Your Organization Maximize Impact While Minimizing Costs?

Many organizations struggle to secure enough funding to have the maximum impact on the goals aligned to their mission. In addition to seeking new funding to support your organization’s goals, you can examine your current expenses to find ways of reducing costs in order to put more money into programs that help accomplish your mission.

There is a national trend of small and medium-size organizations coming together to “share services,” specifically noncore business services. If your business or organization is small, you may not have the budget to enable you to hire specialists on your staff for all operations, such as payroll, human resources, marketing, and accounting. By participating in shared services, your organization might be increasing your funding by lowering your costs! Shared Services Blog

Is Using Shared Services Right For Your Organization?

  • Shared services can take different forms, but typically a supporting organization has staff that handle operations for member organizations.
  • Member organizations pay fees to receive shared services. These fees are often lower than the cost of employing in-house specialized staff or seeking these services independently.
  • While guidelines can vary, in general, any organization or business—for-profit or nonprofit—can use shared services. Smaller organizations may reap more benefits, but larger entities are not prohibited from participating.
  • Shared services require collaboration.
    • Members must be willing to disclose their financial and business practices. This may feel uncomfortable for some. However, it allows members to get the full benefits of the shared knowledge and expertise of centralized staff.
    • Individual organizations maintain autonomy over some decisions—such as personnel management. However, issues related to centralized services require collaboration.

What Do Shared Services Look Like In Action?

Transform Consulting Group actually uses shared services in our business model! Human Capital Concepts (HCC) provides us with human resources expertise, as well as payroll and benefits administration. HCC is a Professional Employer Organization (PEO), which means that our Transform staff members are co-employed by HCC along with their other clients. Therefore, we are part of a larger employee pool—allowing us to get the best rates for our health insurance and 401K plans. As a small business, we don’t have to worry about having a human resources director in order to maintain compliance with state and federal laws. Because of the services we receive from HCC, we can focus on projects that advance our mission!

Chambliss Center for Children in Chattanooga, TN is a nonprofit organization that operates an early childhood care and education program that serves over 300 children. In addition to operating their own site, they have management agreements with 5 other early childhood programs in the community. Administrative staff at Chambliss Center for Children manage the day-to-day operations of these 5 programs, but each of the programs has their own board of directors. Some of the services include payroll and benefits administration; insurance contract coordination; maintenance; and purchasing of food and supplies. The programs report that some of the positive impacts for them are the ability to increase teacher wages; decreased staff turnover; and improved program quality!

What Can You Do If You’re Interested?

Contact local and statewide partners to learn about shared services providers in your area.

  • Your local United Way
  • Your community foundation
  • Local chapter of the Chamber of Commerce
  • Area small business resource center

Transform Consulting Group provides an array of services related to fundraising strategies. Shared services may be a good fit for your organization as one piece of your overall fund development plan. For more information about increasing your impact while decreasing your costs, contact us for a free consultation!

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Does Your Organization Have a Continuous Quality Improvement Process?

During a time where communities and policies are changing, it is important to ensure the programs and services within those communities are constantly evolving to meet the needs of families. The Continuous Quality Improvement (CQI) model is an on-going process for organizations to be able to determine whether or not a change made led to an improvement in quality. In order to move towards making the necessary improvements, a review of what occurred is conducted through a CQI process like the Plan-Do-Study-Act (PDSA) cycle.

Steps to Complete a PDSA Cycleplan-act-do-study-cycle4

At Transform Consulting Group, we utilize this consistent approach when working with organizations to help them find solutions.

Plan:

Before beginning your PDSA cycle, you will need to have identified a problem you would like to address for quality improvement. The problem identified will guide your purpose for the review. Once you have chosen a change idea to focus on you will need to go through the following steps to plan to test your idea for change:

  • Define the goals
  • Define your research question(s)
  • Make predictions
  • Determine details for implementation of change or intervention
  • Plan of action for data collection

During this phase, we work with the client to thoughtfully plan to implement their new or current program/ service. So often, organizations jump immediately to step 2 – “Do” without completing this critical first step.  During the Planning, we define what we hope to accomplish especially if we are proposing a change.  Then we determine how the proposed change/ intervention will be implemented and work through all of the details.  Lastly, we finalize how data will be collected.

Do:

This phase of the PDSA cycle requires you to conduct the test for the change or intervention. It is during this phase that you will complete the following tasks:

  • Carry out the intervention
  • Collect data
  • Begin data analysis

This step in the process is what most organizations know and are doing. Organizations are delivering interventions everyday with their services. They might be intentionally or unintentionally modifying their intervention.  The “Do” step in this process is not new to organizations.  It is wrapping it around the other three steps that make this work transformational!

Study:

The study phase of the cycle is the time where once you have completed your intervention, you analyze the data and study what did or did not occur.   Organizations will want to review their predictions and assumptions made before conducting the test. You will want to take the following steps during this phase of the cycle:

  • Complete data analysis
  • Compare data to predictions
  • Summarize the information

Organizations often skip over this step in the process or do not spend enough time thoughtfully reviewing the data. For some organizations, their data can be considered “high stakes” and there is a tendency to want to focus on the positive changes/ results that occurred and glance over the changes that did not occur or the benchmarks that were not met.  During this phase, it is so important for an organization to be transparent and honest with themselves when reviewing the data.

Act:

Based on the summarized information, this last phase of the cycle allows you to determine what modifications may need to be made to ensure that the goals you set will be met. Your organization may decide to modify a program element or change how a service is delivered; you may decide to target a different population or use a new curriculum.  Once you have determined whether or not to adapt, adopt, or abandon your intervention, you will be prepared to do the following:

  • Plan next cycle
  • Decide whether the change can be implemented

During this last step, your organization takes all of the information gathered to make data-informed decisions that will ultimately improve your results.  This is the exciting part of the process, and one that you don’t want to skip. This step and the overall PDSA process will help your organization continue to improve the quality of services provided and impact in the community.

In this blog, “Is it time to redesign your program?”, we shared several examples of clients who we used the PDSA process to help them test and implement new interventions/ modifications to make to their programs to improve their outcomes. The CQI process allows organizations to have a plan of action once a problem or service gap has been identified.

At Transform Consulting Group, we follow this consistent approach when helping you find solutions to accelerate your impact. If you are looking to improve the quality of a service or program to facilitate positive change, contact us today!

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Is it time to redesign your program?

Organizations – public and private – go through different stages of development.  During this life cycle, it is not uncommon for an organization to update or modify their programs and services.  At the same time, however, some organizations can be stagnant and need to update their programs. time 3How do you know when it is time for your organization to refresh your program?

Below are three questions you should ask yourself to determine if it is time to update your program.

  1. Are we making the impact that we hoped to make?
  2. Is our program aligned with the latest research?
  3. Is our program meeting the needs of the target population?

If you answer no to any of these questions, then it might be time to seriously review your program. You may not need a complete redesign of your program, but it’s time to reevaluate.

When we have worked with other organizations to help them improve their impact by updating their program model, there have been a range of changes that we proposed implementing to achieve their results.

In one case, we worked with a large volunteer literacy tutoring program who was not making the impact they had hoped to make.  Through our assessment, we proposed the following changes that were then implemented:

  • Clarify the target population – we learned that the target population to enroll in and receive this literacy tutoring program needed to be more focused.  Students who were reading just below grade level benefited the most from this program.  Students who were more than one grade level behind were not a good fit for this type of tutoring program.  
  • Strengthen the curriculum and training – Since this program relies on volunteers – non-professional educators –  to deliver the tutoring, the curriculum is critical.  After researching other effective literacy tutoring programs delivering the impact we had hoped, we saw a theme in the curriculum and instructional practices that they were implementing.  We adopted a specific model of instruction and updated the training for volunteers.
  • Expand the capacity – the need for this organization’s work was high in the community, but their ability to meet the need was limited to the available volunteers.  They were interested in expanding their capacity through AmeriCorps members who would be able to significantly expand the number of students enrolled in and benefiting from the program.  We helped them determine how AmeriCorps members could enhance the staff capacity of their program and restructure the program model.

With another client who is working to help get first generation college graduate students, they were struggling to deliver the outcomes to their funders.  As we started helping them pull their program data together, the results were not what they had hoped.  After reviewing the data and the program activities, it did not take long to identify some gaps and opportunities in the program.  From our work, we proposed and helped them implement the following changes:

  • Develop new curriculum – Over the years as new staff have worked on the program, the curriculum had “evolved” into a hodge podge of worksheets and lesson plans that were slightly modified each year.  There was not a clear alignment of the curriculum with the identified outcomes.  Rather than modifying what they had in place, we decided to start over in developing a new curriculum that clearly aligned to the outcomes and would be “turn key” for staff to implement.
  • Align multiple programs – This organization operated a school-year program as well as a summer program.  Both programs shared similar objectives of helping get more first generation college graduates.  However, they operated as two separate programs.  We initially started to focus on the school-year program but quickly realized that the “dosage” or impact potential with the summer program was much more focused (40 hours x 6 weeks = 240 hours of “intervention” versus 1.5 hours x 32 weeks = 48 hours of “intervention”).  When we combined the two programs as one overall program, we expanded the “dosage” exposure as well as the possibilities of impact.
  • Focus the target population – The organization was working with multiple schools across a city.  In some cases, it was a middle school in one district and a high school in another district.  Instead, we targeted 2 districts and ensured that we had the middle schools that fed into the high schools for continuity purposes since this program enrolled 7th – 12th grade students with the goal of students enrolling each year.  This change provided efficiencies for the staff and also helped ensure that the students targeted for the program would receive the greatest exposure of enrolling multiple years.

In today’s information era, there is more research that is available to inform our work and ensure that we are implementing best practice strategies to affect change.  In addition, the populations and communities that organizations are serving are changing, and need to evolve with them.  Lastly, local, state and federal policies and priorities are shifting.  Organizations that can adapt to this changing environment can grow and potentially expand their impact.

If you want help assessing the shifting landscape in your community or industry, or you answered ‘no’ to one of the three questions above, then contact us.  We would love to learn more about your program and goals to see how we could support you.

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Plan a “Giving Day” to Raise Funds and Build Awareness

Are you tired of putting so much time and energy into another fundraising event? Maybe you’re going to the same donors repeatedly asking for money, and you want to start broadening your reach. Many organizations across the country are jumping on the concept of a “Giving Day.” A Giving Day is a day-long online fundraising effort that unites a community around local causes. It’s an initiative that many non-profit organizations and educational institutions are utilizing to diversify their funding streams.Giving Day 2

Unlike your typical fundraising in-person event, Giving Days are focused primarily online. There is usually a landing page for giving and then social media outlets are utilized to build hype and engage an audience.

Benefits of a Giving Day
  1. It’s more than fundraising: A Giving Day is not just a fundraiser, but it’s an awareness campaign. A Giving Day allows you the opportunity to share your mission, your organization’s story and purpose all day long.
  2. It’s more accessible: The advantage of hosting a Giving Day over an event is that people can engage on THEIR time. They don’t have to drive to a certain location or schedule a 2-hour timeslot. They can hop on their social media channels to watch interviews, read testimonials, and choose to give when it’s convenient for them.
  3. It broadens your audience: You don’t have to limit yourself to your local community. With an online campaign you can engage EVERYONE! You can reach people across the state, the country or the world through one simple click on their computer.
  4. It builds momentum: The task of planning a Giving Day can be daunting during year one. However, this is a campaign you revisit every year. Once you have the plan in motion and start building excitement, each year gets easier.

WDM Creative, a public relations and creative firm, wrapped up another successful Giving Day Campaign with the Rehabilitation Hospital of Indianapolis (RHI) on September 22nd. They have created a systematic approach and strategy to tackling Giving Days. They graciously shared some insight on their process.

Giving Day “Must Haves”
  1. 6 Months for Planning: WDM President Lori Winkler suggests a 6-month timeline to adequately plan your Giving Day. This time leading up to your actual day of giving is a great opportunity to build excitement and start promoting your campaign.
  2. Sponsorships & Match Dollars: It’s important to have some dollars planned before the actual Giving Day rolls around. Talk to corporations to partner with you, not just on the day of giving, but during the months leading up to the event! Have conversations with donors who may be willing to offerGiving Day 1 matches or incentives throughout your full Giving Day to build excitement or competition.
  3. Website Platform: It’s important to have a landing page up and running months prior to your Giving Day. Update content regularly as you nail down the schedule of the day or new corporate partners. Then have another page ready for the actual Giving Day where people can start making donations and see the money being raised in real time. Make sure your platform can handle the influx of visitors. Your 24-hour giving period is not the time for technical malfunctions!
  4. Social Media: Amp up your social media engagement for months prior to the Giving Day. You can create a Facebook Event like WDM did with RHI’s Giving Day. They also utilized Facebook Live and had hourly interviews with a variety of key stakeholders to share their story about the impact of the cause: patients, staff, researchers, donors, etc.
  5. Marketing Plan: You’ll want to develop a brand specifically for your Giving Day. Create logos, collateral material, etc. that accurately describes your organization and the goal of your Giving Day. These are all tools you can then reuse every year.
  6. Manpower: Whether you’re able to bring on a team like WDM or have a committee of volunteers, understand that you’ll need manpower to plan your day just as you would for an event. Even though your main focus is your online engagement, you may want a hub to generate excitement locally. This hub serves as a place for people to bring in cash donations and/or interviews to take place. If you’re hosting it at your organization, it is a great visual for staff or clients who walk through your doors daily. You may want an Emcee, someone who can shoot video for live Facebook interviews, people monitoring social media platforms and posting updates.
  7. Day Schedule: Plan out your day and market the schedule. Maybe you’ll host small competitions or matching opportunities. If there is a timeframe that you want to ramp up donations, consider providing a gift or incentives to donors during that time. If you have a special spokesperson that you’ll be interviewing live, then communicate often when viewers can tune in

At WDM, they have found that Giving Days not only lead to new donors, but also elevates current donors’ giving. It’s a great strategy for an organization who is willing to think outside the box to accelerate impact.

If you’re looking for new strategies to fundraise, contact us today and we’d love to chat about our services!

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