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MANAGING CHANGE: Setting the Course to Weather
Uncertainties & Achieve Results
PHILANTHROPIC
LANDSCAPE 2018
The Rome Group
STRONGER NONPROFITS.
STRONGER COMMUNITIES.
What we do
Fund development
Organizational planning
Operational performance
Our team is ready to help.
Today’s Agenda
• National & Local Philanthropic Trends
• Keynote Address
Jonathan Star, Scenario Insights
• Dialogue at Tables
• Panel Discussion & Audience Q&A
Tweet us at:
@theromegroup#LandscapeSTL18
Slides available at
www.theromegroup.com
MANAGING CHANGE: Setting the Course to Weather Uncertainties & Achieve Results
Giving USA 2018 Report
Source: Giving USA: The Annual Report on Philanthropy for the Year 2017 Chicago: Giving USA Foundation
Total Charitable Giving
$410.02 billion
Up 5.2% vs.2016 (3% adjusted for inflation)4 years of giving increases at the national level
BUT… fewer American households are giving.
Giving USA 2018 Report
Source: Giving USA: The Annual Report on Philanthropy for the Year 2017. Chicago: Giving USA Foundation™
Corporate$20.77B
Foundations$66.90B
Individuals$286.65B
Bequests$35.70B
8%
6%
5%
2%
70%
16%
9%5%
Source: Giving USA (2017), Giving USA Foundation™.
Giving USA 2018 Report
Sub Sector% share of total
% change from ‘16
Religion 31% +3%Education 14% +6%
Human Services 12% +5%
Health 9% +7%
Public Society Benefit 7% +8%
International Affairs 6% -4%
Arts, Culture & Humanities 5% +9%
Environmental and Animal 3% +7%
Looking Ahead
Tax changes
1Q giving down
Stock market gains
Local Philanthropy
Nonprofits who reached their fundraising goal
61%
Nonprofits who saw an increase in 2017 giving vs. 2016
67%
Funders who increased their giving in 2017
47%
Funders who increased the number of organizations they funded
29%
Local PhilanthropyPercent of nonprofits who realized increases, by source
Individual Gifts
FoundationGiving
CorporateGiving
Government Grants
62%43%
30%
26%
Local Philanthropy
58% expect to raise more in 2018
• 12% expect a decrease in giving
Renewed focus on marketing, messaging, & outreach to bring people to your mission
Strategy EffectivenessMost effective strategies
Grant writing 31%
Major Gifts 26%
Special Events 23%
Direct Mail 7%
Online/Social Media 5%
Small Group Gatherings 2%
I don’t want to change you…
I just want you to be different.
Nearly 8 in 10 of you have experienced a major transition in the last 3 years.
Recent Changewithin the last 3 years
Saw significant change in funding 40%
Experience senior leadership changes 38%
Adopted new technologies 38%
Made program additions/deletions 33%
Tackled a new strategic plan/priorities 26%
Felt outside influences affect programs 22%
Navigated new funder requirements 19%
Had board transitions 17%
Ready for the Change to Come
This is you!
Have a strategic plan 85%
Staff understand vision 81%
Leaders feel confident 80%
Leaders seek staff input 80%
Clear communication 72%
Can handle change 64%
Scenario Insights
Jonathan Star
Using Scenarios to Prepare for and Deliver Change
Jonathan Star, Scenario Insight
July 26 2018
20
Effective Change Management Requires Thinking About the Future
21
To put it another way…
What we think change looks like What it really looks like
What will happen?
What should happen?
What might happen?
Three Important Questions
What are Scenarios?
24
“Scenarios are stories about the ways that the world might turn out tomorrow…
…that can help us recognize and adapt to changing aspects of our current environment”
Peter Schwartz
Ostrich
Lame Duck
Icarus
Flight of the Flamingos
The Future(s) of South Africa
25
US National Park Service
Building a competency in planning for climate change
Assateague Island National Seashore
“Drowning Island”
“Parched Ponies”
“ASIS Sand Bar”
“The Fragmented Society”
“Glass Half Empty”
“Big Brother”
“Wall of White”
“Who’s the Master of Our Destiny?”
The Future(s) of Milk – creating more innovation in the face of a declining market
“World at Your Doorstep”
“Unleash the Beast”
“Virtual Reality”
“Eat Your Spinach”
“Breaking Downthe Berlin Wall”
A basic scenario creation process
1. What to study?
Who to involve? How
to engage?
2. What forces will
shape the future?
3. How best to combine
forces to create a
scenario framework?
5. What should we
track to assess our
progress, and the
future?
ESTABLISH
DISCOVER
COMBINE
PREPARE
MONITOR
4. What should we do if
faced with each scenario?
Good Practices in Scenario Planning
Take the long view Consider multiple perspectivesThink beyond your industry
How Can This Help Change Management?
Scenarios help anticipate surprises and rehearse responses
Scenarios help you see the bigger picture of change
Scenarios help describe futures that you share with others
Questions for Discussion
What is a piece of conventional wisdom held by your field / organization that you think is worth challenging, because it's a 'dangerous assumption' to hold for the next 5 years?
What makes change difficult in and around your field / organization? What are the bright spots that provide evidence that effective change is possible?
Meet Our Panel
Elizabeth MannenMannen Financial Group of Wells Fargo AdvisorsManaging Director, InvestmentsAccredited Asset Management Specialist
Barry RosenbergProfessor of Practice Brown School Washington University
Felicia ShawExecutive Director Regional Arts Commission
MANAGING CHANGE: Setting the Course to Weather
Uncertainties & Achieve Results
PHILANTHROPIC
LANDSCAPE 2018