Business Commons^™

Are We There Yet? How To Know Whether Your Communications Are Effective, Edith Asibey, Justin Van Fleet, Toni Parras

The Foundation Review

· This article describes the results of a study on current knowledge and practices in evaluating foundation communications. The study consisted of three parts: an online survey of practitioners, a series of in-depth key informant interviews, and an extensive literature review.

· The study found that while most practitioners agree that evaluating communications is necessary to make decisions about their communication strategy, more than half did not regularly do so. Lack of experience or skills was the second top barrier cited, after lack of human/financial resources.

· Those who have more experience with evaluation were more likely to feel that …

Leveraging Grant-Making—Part 2: Aligning Programmatic Approaches With Complex System Dynamics, David Peter Stroh, Kathleen A. Zurcher

The Foundation Review

· The purpose of this two-part article is to enable foundations to increase the leverage of their grantmaking resources by working effectively with the dynamics of complex social systems.

· This article examines how foundations can align planning, implementation, and evaluation efforts with the behavior of the social systems they seek to improve.

· Asking powerful questions of staff, board, grantees, and other stakeholders helps to transform how they think about their goals and strategies.

· In addition to using the power of questioning, foundations function more systemically by suspending their assumptions about their effectiveness and what is possible, creating …

Philanthropy, Evaluation, Accountability, And Social Change, John Bare

The Foundation Review

· Many foundations have substituted process accountability for accountability for contributing to social change.

· While process accountability is important, it sets a floor, not an aspirational ceiling.

· There are tools—such as risk analysis, systems approaches, and game theory—that can help philanthropy engage in work on complex social problems that cannot be deconstructed into a series of small, linear projects.

· Seeking to extend basic human rights to more individuals around the world, seeking to reduce racism in a given city, or seeking to change publichealth norms in small town—all of these aspirations require first a willingness to take …

Editorial, Teresa R. Behrens

The Foundation Review

No abstract provided.

Executive Summaries

The Foundation Review

No abstract provided.

Enrolling The Eligible: Lessons For Funders, Beth Stevens, Sheila Dunleavy Hoag, Judith Wooldridge

The Foundation Review

· Many social programs have a gap between the number of individuals eligible for services and the number enrolled.

· The Robert Wood Johnson Foundation implemented Covering Kids & Families to increase enrollment in Medicaid and the State Children’s Health Insurance Program.

· Grantees sought to increase enrollment by raising awareness among low-income families, simplifying the application process, and coordinating among programs.

· Funders are encouraged to consider the lifecycle of programs and organizations, the skills in coalition-building and working with public officials that are needed, and the need to fit political strategies with the local culture.

Demonstrating The Value Of Social Service Programs: A Simplified Approach To Calculating Return On Investment, Herbert M. Baum, Andrew H. Gluck, Bernice S. Smoot, William H. Wubbenhorst

The Foundation Review

· In 2008, as charitable giving dropped by $6.4 billion, 54 percent of human service programs saw an increase in the need for their services. Additionally, 74 percent of programs specifically serving children and youth reported being underfunded or severely underfunded.

· As government and foundation grantmakers transition from charitable giving to social investment, a Gates Foundation report on eight methodologies to assist measuring social value creation finds the methodologies are many years away from being suitable for both nonprofits and grantmakers.

· To better recognize and communicate the work of frontline practitioners, there is a need to change the …

Learning-Circle Partnerships And The Evaluation Of A Boundary-Crossing Leadership Initiative In Health, Claire Reinelt, Dianne Yamashiro-Omi, Deborah Meehan

The Foundation Review

· Leadership development approaches that are focused on individual knowledge and skill development do not suit the leadership needs of lowincome communities and communities of color in addressing the multiple factors that influence health disparities.

· Boundary-crossing leadership is rooted in a socialjustice perspective and seeks to address the isolation and fragmentation faced by those who are working to address systemic inequities.

· A multicultural approach to evaluation honors different ways of knowing, recognizes that groups have different learning questions, acknowledges and addresses power dynamics that exist between funders and grantees, and ensures that evaluation is culturally relevant and constructive …

Constructing Collaborative Success For Network Learning: The Story Of The Discovery Community Self-Assessment Tool, Angela Frusciante, Carmen Siberon

The Foundation Review

· Despite conversations about the importance of community collaboration, foundations continue to struggle with how to best frame and support collaborative success.

· Existing tools to assess collaboration may not fit with either a foundation’s values or a specific program strategy.

· From a foundation perspective, developing a community self-assessment tool reinforced the idea that collaborative functioning is crucial and deserves attention.

· This article shares a story of the development and initial use of the Discovery Community Self-Assessment Tool as a process of social construction critical to collective action and a possible indicator of network learning.

Assessing Nonprofits’ Communications Capacity: An Online Self-Assessment Tool, Anne Reisinger Whatley, R. Christine Hershey, Julia Coffman, Andre Oliver

The Foundation Review

· Foundations increasingly recognize the importance of strategic and effective communications to advance their social-change goals. This article provides a framework that helps foundations to better understand the communications capacity of their grantee partners.

· Based on a detailed analysis of a survey of 529 foundations, universities and nonprofits, the authors created a six-point index that identifies the characteristics and practices of organizations that are ranked as highly effective at using communications to advance their goals.

· The six indicators are: Involvement of organization leadership in communications, communications planning and organization-wide planning, staffing and the use of outside expertise, donor …

Philanthropy: Are We A Profession? Should We Be?, Karl Stauber

The Foundation Review

· When philanthropy is assessed against seven standards for what constitutes a profession, it meets only 3 of them.

· Questions remain about the core concepts of the field, and how the field builds and disseminates knowledge.

· There is much discussion about “scientific philanthropy,” but the inability to answer these questions limits the field’s ability to function scientifically.

· Wisdom, rigor, and learning may be better approaches to philanthropy that a scientific approach.

Foundation Evaluation Startup: A Pause For Reflection, Jill M. Yegian

The Foundation Review

· This article reports on the accomplishments, challenges, and lessons learned in creating a new Department of Research and Evaluation at the California HealthCare Foundation.

· Different tools were developed to address each of three key areas: performance assessment, organizational learning, and program evaluation.

· These new processes and tools have been wellreceived by both staff and the board, and have become increasingly important as resources become more scarce, making understanding and maximizing the impact of investments even more critical.

· Fostering a culture of evaluative inquiry in a fast-paced, payout-oriented environment is a significant challenge – program staff often …

Editorial, Teresa R. Behrens

The Foundation Review

No abstract provided.

Executive Summaries

The Foundation Review

No abstract provided.

Social Movements And Philanthropy: How Foundations Can Support Movement Building, Barbara Masters, Torie Osborn

The Foundation Review

· As foundations seek to catalyze broad-based social change, there is a need for greater understanding of what social movements are, how they evolve, and how foundations can support them.

· Movement building presents unique challenges to foundations. Because movements, by definition, must be driven by the people who are most affected, foundations cannot determine the goals and timetables of a movement.

· The authors identify five core elements to movement building: organizing an authentic base; leadership; vision and ideas; alliances; and advocacy infrastructure.

· A framework for evaluating movement building is proposed, which can help foundations identify measureable outcomes …

Designing An Evaluation Of A New Initiative: A Practical Approach To Ensure Evaluation Use, Linda M. Bosma, Chris Matter, Jaime Martinez, Nicole Toves, Joanne D'Silva

The Foundation Review

· This article describes the process of planning an evaluation of the Tribal Tobacco Education and Policy initiative.

· The initiative was launched in 2007 to reduce tobacco use among American Indians, who disproportionately suffer the negative health effects of tobacco use.

· The work of the initiative and the evaluation had to incorporate an understanding of tribal structure as well as of the traditional use of tobacco in American Indian sacred ceremonies. The theory of change was conceptualized as circular, rather than linear, in keeping with American Indian philosophical traditions.

· The planning process, utilizing evaluators familiar with community …

Paradigm Shift: A Foundation/Grantee Partnership Using Data To Drive Neighborhood Revitalization And Assess Impact, Lois W. Greco, Margaret Grieve, Maggie Mccullough

The Foundation Review

· The Wachovia Regional Foundation spearheaded the formation of a partnership to create a participatory outcome evaluation framework for its neighborhood revitalization work.

· The framework integrates the use of primary and secondary data and has been modified and improved to strengthen a variety of the foundation’s comprehensive neighborhood revitalization efforts.

· Forty-one community-based organizations have utilized the framework as a key tool to craft and implement neighborhood plans in a 62-county region.

· The framework has enabled grantees and residents to better understand and capitalize on market dynamics, enhance their participation in revitalization activities and begin to demonstrate the …

Sustainability Is Made, Not Born: Enhancing Program Sustainability Through Reflective Grantmaking, Ann L. Mccracken, Kelly Firesheets

The Foundation Review

· This article explores how reflective grantmaking can lead to enduring changes in the communities that foundations serve.

· The Health Foundation of Greater Cincinnati's approach to evaluating and improving the sustainability of grant-funded projects is reviewed as an example.

· Their grantmaking framework includes policy and advocacy work, evaluation support, communications support, and technical assistance in addition to traditional funding of projects.

· This framework promotes sustainability of the funded work.

Who Becomes A Foundation Ceo? An Analysis Of Hiring Patterns, 2004-2008, Renée B. Branch, Michael P. Moody, Sue Marx Smock, Donna N. Bransford

The Foundation Review

· This study provided baseline data about the professional and individual characteristics of 440 candidates selected to be the top executive in a grantmaking institution during a five-year study period (2004-2008), and about the hiring patterns of the diverse institutions making these appointments.

· Most new chief executive officers (79.5 percent) were not hired from within the same foundation. The percentage of external appointments grew in each successive year of the study period.

· Most new foundation CEOs (67 percent) were not working for a grantmaking institution when they were appointed. This majority made the transition from fields outside of …

Moving Diversity Up The Agenda: Lessons And Next Steps From The Diversity In Philanthropy Project, Jessica Bearman, Henry A. J. Ramos, Anna-Nanine S. Pond

The Foundation Review

· The Diversity in Philanthropy Project (DPP) was a three-year, voluntary effort of foundation trustees, senior staff, and executives of philanthropysupport organizations committed to increasing diversity and inclusive practice across organized philanthropy’s boards, staff, grantmaking, contracting, and investing.

· DPP had significant achievements, including mobilizing greater commitment among foundation leaders to voluntary action on diversity and enhancing both the knowledge base and data methodologies available for understanding diversity, inclusion, and equity in foundation work.

· The initiative also faced its share of challenges, including difficulty assessing the impact on the diversity performance of foundations, slow adoption of recommended principles and …

Building The Bridge For Diversity And Inclusion: Testing A Regional Strategy, Vicki Rosenberg, Lynn Perry Wooten, Mary Mcdonald, Kimberly Burton

The Foundation Review

· Transforming Michigan Philanthropy Through Diversity & Inclusion (TMP) is a six-year research and development effort of the Council of Michigan Foundations (CMF). A unique experiment, TMP is the only statewide, comprehensive effort to promote diversity and inclusiveness among foundations in the country.

· Organizational excellence through diversity and inclusion requires an organization to find a goal that resonates with its stakeholders and then create collaborative communities that focus on achieving that goal. This strategy positions an organization to use the full diversity of those stakeholders for tasks such as problem-solving, innovation, quality initiatives, and the acquisition of resources.

· …

Editorial, Teresa R. Behrens

The Foundation Review

No abstract provided.

Children’S Futures: Lessons From A Second-Generation Community Change Initiative, Karen E. Walker, Claire Gibbons, Marco Navarro

The Foundation Review

· This article describes Children’s Futures, a 10-year initiative in Trenton, N.J., that seeks to improve the health and well-being of children from 0 to 3 years old and ensure that they are ready for school.

· During the first five years, the initiative was successful in implementing a number of evidence-based practices to improve children’s health, such as providing home visits to pregnant women, measuring and improving the quality of day care centers, and improving the use of information systems to track childhood immunizations.

· Efforts to provide services for fathers and improve home-based child care were not successful; …

The Colorado Trust’S Healthy Communities Initiative: Results And Lessons For Comprehensive Community Initiatives, Ross Conner, Doug Easterling

The Foundation Review

· This article summarizes how 29 diverse communities throughout Colorado implemented the Colorado Healthy Communities Initiative (CHCI), which was conceived and funded by The Colorado Trust to engage community residents in the development of locally relevant strategies to improve community health.

· In line with the World Health Organization’s Healthy Cities model, CHCI emphasized (a) inclusive, representative planning; (b) a broad definition of “health”; (c) consensus decision making; and (d) capacity building among local stakeholder groups.

· Communities implemented an array of projects (on average, six per community) that extended well beyond traditional health promotion and disease prevention. The most …

Community Building For Children’S Health: Lessons From Community Partnerships For Healthy Children, Dorothy Meehan, Kathleen Hebbeler, Stacie Cherner, Dana Petersen

The Foundation Review

· This article describes Community Partnerships for Healthy Children (CPHC), a 10-year, $17 million initiative of the Sierra Health Foundation targeted at improving children’s health in northern California by mobilizing communities to use their assets. Implementation grants were modest ($50,000 annually), but technical assistance and communications support were also provided.

· The initiative rolled out in four phases. Overall, a total of 31 communities participated in the initiative. Twenty-six communities remained through phase three, with 18 engaging in the final fourth phase.

· Evidence indicates that CPHC improved the health of some children in some communities with regard to some …

The Challenges Of Place, Capacity, And Systems Change: The Story Of Yes We Can!, Pennie Foster-Fishman, Robert Long

The Foundation Review

· Yes we can!, a comprehensive community initiative (CCI) funded by the W. K. Kellogg Foundation, was designed to improve educational and economic outcomes within the foundation’s hometown of Battle Creek, Mich. Since 2002, Yes we can! has supported five core strategies designed to trigger the systems changes needed to reduce educational and economic inequities in Battle Creek.

· Yes we can! has achieved some important wins to date; for example, more residents are involved, more neighborhoods have stronger neighborhood associations, and more organizations are engaging residents in their decision-making processes. However, the scale of wins remains small, and the …

Community-Based Collaboration: A Philanthropic Model For Positive Social Change, Lynda Frost, Susan Stone

The Foundation Review

· A highly publicized incident served as a catalyst for the Austin, Texas, community, convened by the Hogg Foundation for Mental Health, to address gaps in the behavioral health system.

· The foundation worked with the local behavioral health authority, the mayor’s office, police and sheriff’s departments, and the city health department to design the Austin Mayor’s Mental Health Task Force. The task force was succeeded by a monitoring committee that identified six focus areas in which to develop action plans and monitor community progress.

· This collaborative process aimed to strengthen public commitment to behavioral health services and create …

Scope, Scale, And Sustainability: What It Takes To Create Lasting Community Change, Tina R. Trent, David M. Chavis

The Foundation Review

· This article examines success factors that relate specifically to the ability of a comprehensive community initiative (CCI) to achieve the scope and scale required to generate community-level outcomes and to sustain those positive impacts over time.

· The CCIs selected for study represent a wide range of goals, strategies, and organizational structures.

· Six factors were found to cut across scope, scale, and sustainability. These factors include having a single broker or entity that holds the vision of the change effort; clearly defined roles; alignment among interventions, resources, and geography; meaningful community engagement; competent leadership and staff; and strategic, …

Philanthropy And Mistakes: An Untapped Resource, Robert Giloth, Susan Gewirtz

The Foundation Review

· Sharing and leveraging lessons learned from mistakes is an important but underutilized resource to improve philanthropic investments and nonprofit performance.

· Philanthropic mistakes extend beyond the results of program evaluations to include questions of mission, role, investment strategies, and implementation.

· Distinguishing between “constructive” and “nonconstructive” mistakes focuses attention on those factors that shape the outcomes for even the most well-designed investments.

· Sharing and reflecting upon mistakes has the potential to improve philanthropic capacities for anticipation, learning, and adaptation.

· Philanthropy must recognize the sometimes blurry lines between success and failure, constructive and nonconstructive mistakes, and philanthropic and …

Foundation Readiness For Community Transformation: Learning In Real Time, Prudence Brown, Marie Colombo, Della M. Hughes

The Foundation Review

· This article describes the internal structures and processes adopted by The Skillman Foundation to support the iterative practice of “learning and doing” in the first phase of a rapidly evolving, ambitious community change enterprise in six Detroit neighborhoods.

· The foundation invested in its own and its partners’ capacity to learn in real time so that together they could adjust and readjust their strategies in response to initial results and, in doing so, deepen their working relationships and build further capacity for effective implementation.

· Challenges to supporting this learning culture included increased visibility and pressures to produce results …