Business Commons^™

Using A Decision-Making Placemat To Inform Strategy, Christine Baker Mitton, Adrienne Mundorf, Kris Putnam-Walkerly, Susanna Krey

The Foundation Review

Strategic planning in philanthropy allows board and staff to articulate and commit to their priorities and set a plan for how to accomplish a foundation’s goals. To do so requires the processing and sharing of complex internal and external information amid the competing priorities and commitments of multiple stakeholders.

This article explores the development and use of a decision-making placemat tool to inform the strategic shift of the Sisters of Charity Foundation of Cleveland's place-based program area. The foundation has focused its work on housing, health, education, and disparities in outcomes for Cleveland, Ohio, residents who are living in poverty, …

Exiting From Large-Scale Initiatives: Lessons And Insights From A National Scan Of Philanthropy, Hanh Cao Yu, Moninder-Mona K. Jhawar, Daniela Berman

The Foundation Review

This article shares insights and lessons from a research project commissioned by The California Endowment in early 2016 to inform the planning for its transition out of Building Healthy Communities, a 10-year, place-based, policy- and systems-change initiative. The goal of the nationwide study, which included literature reviews and interviews with 30 executives and directors from 17 foundations, was to tap into philanthropic leaders’ accumulated wisdom about exiting out of similar initiatives.

In generalizing the study’s findings for the broader philanthropic audience, this article presents a guiding framework for exit and sustainability planning in the form of a set of recommendations …

Climbing The Mountain: An Approach To Planning And Evaluating Public-Policy Advocacy, Sam Gill, Tom Freedman

The Foundation Review

· This article proposes a new methodology for planning and evaluating public-policy advocacy. The methodology is designed around a series of stages, each with a different set of strategic planning and assessment requirements.

· The article suggests that both planning and evaluative approaches that fail to take account of the necessary stages required to develop and then implement an advocacy strategy will likely assign the wrong indicators of success.

· This analysis is based on direct experience working with both policy processes and a wide range of foundations and nonprofits that have invested in public-policy advocacy, including the Rockefeller, Ford, …

Toward A High-Performance Culture: From Strategy To Strategic Human Capital At The Rhode Island Foundation, Melanie Coon

The Foundation Review

· The Rhode Island Foundation successfully applied to be part of the first cohort of the Talent Initiative, enabling the foundation to engage in human resources planning in support of its strategic plan.

· The strategic plan called for a shift from responsive to proactive grantmaking, fundraising, and leadership, which required different staff roles and skills.

· The Talent Initiative focused on three areas: talent, systems, and culture.

· The changes that were implemented included adoption of a new performance review system, a road map for professional development, and a streamlined approach to operations and technology support.

· Initial results …