Download - 2017-03-02 Organizational Vitality
Organizational Vitality: The Heart of Nonprofit Success
Mary Robinson & Sara Watkins
March 2, 2017
©Capacity Partners, Inc. capacitypartners.com [email protected] 240-462-5151
1. Planning for Effectiveness 2. Defining Organizational Vitality 3. Assessing Your Nonprofit’s Vitality 4. Strengthening Organizational Vitality 5. Putting It Into Action
Session Overview
Planning for Effectiveness
A strategic plan determines where an organization wants to go and how it will get there. A departmental plan identifies objectives, strategies and tactics for one function, e.g. fundraising, finance, programs, board governance.
A Plan is a Roadmap
Your organizational lens matters
By Function
Culture adds a key perspective
“Culture eats strategy for lunch” -Peter Drucker
CP Model of Organizational Effectiveness
Defining Organizational Vitality:
The Heart of Nonprofit Success
Vitality: Heart of Organizational Effectiveness
Four Components of Organizational Vitality
1
Vision
The change you wish to see in the world
2
Leadership Inspiring passion, providing direction
3
Goals Specific results to be achieved
4
Engagement
Firing up staff and stakeholders
Assessing Your Nonprofit’s Vitality
Strengthening Organizational Vitality
Reporting Back
Putting It Into Action
• A lens for assessing an organization’s health • A planning tool in lieu of full strategic planning • A check-in for a strategic plan which feels stuck
• A prelude to targeted planning (e.g. marketing,
fundraising, etc.) • A way to bring board, staff, and key volunteers
together to create transformative impact
Organizational Vitality Can Be Used As
Vitality: Heart of Organizational Effectiveness
Thank you!
capacitypartners.com [email protected] 240-462-5151
© Capacity Partners capacitypartners.com [email protected] 240-462-5151
Organizational Vitality Assessment
For each section, give each of the five items a score from 1-‐5. 1 is low, 3 is neutral, and 5 is high.
If you are not sure of the answer to an item, give it a score of 3. Write your total scores for each section in the section’s orange box.
VISION
Vision Statement: § Describes the impact that the organization seeks to achieve § Addresses a compelling need § Can be aspirational or time-‐bound Vision example: Everybody in Washington, DC has a home § Is closely aligned with “mission” which describes why an organization exists
and what it does Mission example: We provide homes and housing support for families in Washington, DC How compelling is your vision statement? How well is your vision communicated to your employees and stakeholders? Does your vision effectively serve to guide strategy? How well does your mission support your vision? Is your mission easily understandable to people inside and outside your organization?
Vision Total:
LEADERSHIP
Board and Organizational Leaders: § Are passionate about achieving the vision and mission § Provide clear, strong direction § Collaborate effectively with staff and stakeholders § Inspire and maintain the passion of others § Advance the vision internally and externally § Set strategy and goals How well does board and organizational leadership provide clear, strong direction? How effectively do your board and organizational leaders collaborate? How effective are your leaders in setting strategy and goals? How effectively does leadership inspire and empower others? How well do leaders keep a focus on action/goals that will achieve the mission?
Leadership Total:
2
Rate 1-‐5 (1 low/ 5 high)
GOALS
Organizational Goals: § Set direction for next 3-‐5 years to further the mission § Define top 4-‐7 priorities How well do your goals and strategies support your vision? How aligned are individual employee goals with the organizational goals? How well do leaders set and measure expectations for organizational performance? How clearly has your leadership set your top priorities? Do you have dynamic mechanisms to assess possible changes in priorities and strategies?
Goals Total:
ENGAGEMENT
Board, Organizational Leaders, Staff & Volunteers: § Understand and support the vision and mission § Understand their and others’ roles – how all contribute to the shared vision § Are empowered to take action § Implement / execute the goals Supporters, Volunteers & Community Stakeholders: § Are excited and inspired by the vision § Take action to support the shared vision How well are employees inspired by the vision? How well are stakeholders inspired by the vision? How well do senior leaders effectively create an environment for employee engagement and high performance?
How well does leadership empower employees to take action? How well does the organization create a supportive environment for employees and stakeholders?
Engagement Total:
TOTAL ORGANIZATIONAL VITALITY SCORE
Use the columns below to add up your scores from each of the four categories above: Vision Leadership Goals Engagement
TOTAL ORGANIZATIONAL VITALITY SCORE:
3
Interpreting Your Vitality Scores
1. Individual Vitality Components Check your scores in each of the assessment’s four components (Vision, Leadership, Goals, and Engagement): 21-‐25 points: Your organization’s performance in this component is excellent. Keep up the good work! 16-‐20 points: Your organization’s performance in this component is good but could be improved. See which questions deserve further attention and make sure to keep these questions in mind when conducting organizational planning. 10-‐15 points: Your organization’s performance in this component needs work. Certainly examine which questions brought down your organization’s score, but also consider devising a plan that strengthens this component. Below 10 points: You need to strengthen your vitality in this area. You must absolutely examine which questions brought down your organization’s score for this component, and a comprehensive plan will be essential. 2. Total Organizational Vitality Score Check your total organizational vitality score: 81-‐100 points: Your organization’s vitality is excellent. Still, take note of the individual focus areas that may need more work than others. 61-‐80 points: Your organization’s vitality is in relatively good shape. Of course, there is always room for improvement. Devise plans for addressing any problem areas. 25-‐60 points: Your organization needs work to achieve vitality and will likely need a targeted plan for improvement. Below 25 points: You need to strengthen your organizational vitality significantly. Understand that every focus area will need considerable attention via a comprehensive plan.
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1. VISION+++
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• Do!know!what!your!organization’s!vision!is?!!Do!you!find!it!compelling?!Why!or!why!not?!!!!!
• How!can!you!make!a!vision!easily!understandable?!!!!!!
• How!can!a!vision!be!communicated!to!employees!and!external!stakeholders?!!!!!
• What!can!you!do!if!your!organization!doesn’t!have!a!vision!statement?!!!!!!
• Other!thoughts!regarding!vision?!!
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2. LEADERSHIP+
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• Are!your!leaders!passionate!about!achieving!your!organization’s!vision!and!mission?!!!!!
• How!do!leaders!provide!clear,!strong!direction!without!micromanaging?!!!!!
• How!do!leaders!inspire!and!maintain!the!passion!of!others?!!!!!
• How!can!an!organization!build!leadership!where!it!is!lacking!(board,!ED,!senior!managers!etc.)?!!!!!
• Other!thoughts!regarding!leadership?!
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Organizational+Vitality+Discussion+Questions+
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3. GOALS+
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• Does!your!organization!have!goals!that!support!your!vision?!!!!!
• How!can!your!leaders!best!set!your!organization’s!top!priorities?!!!!!
• How!can!your!department’s!goals!better!align!with!your!organization’s!goals?!!!!!
• How!can!you!ensure!that!goals!are!measurable!and!achievable?!!!!!
• Other!thoughts!regarding!goals?!
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Organizational+Vitality+Discussion+Questions+
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!+4. ENGAGEMENT+
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• Do!you!consider!your!board,!staff,!employees!and!stakeholders!to!be!highly!engaged!in!your!organization’s!work?!
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• How!do!leaders!create!an!effective!environment!for!engagement?!!!!!!
• How!do!leaders!empower!and!encourage!employees!to!take!action?!!!!!!
• How!can!an!organization!create!a!supportive!environment!for!employees!and!stakeholders?!!!!!!
• Other!thoughts!regarding!engagement?!
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