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Organizational Vitality:
The Heart of Nonprofit Success
Mary Robinson & Sara Watkins
March 2, 2017
©Capacity Partners, Inc. capacitypartners.com partnering@capacitypartners.com 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 partnering@capacitypartners.com 240-462-5151
© Capacity Partners capacitypartners.com partnering@capacitypartners.com 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.	
  
!
!
!
!
Organizational+Vitality+Discussion+Questions+
+
+
+
+
+
1. VISION+++
!
• 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?!
!
!
!
!
Organizational+Vitality+Discussion+Questions+
+
+
+
+
+
2. LEADERSHIP+
!
• 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?!
!
!
!
!
Organizational+Vitality+Discussion+Questions+
+
+
+
+
+
3. GOALS+
!
• 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?!
!
!
!
!
!
Organizational+Vitality+Discussion+Questions+
+
+
+
!
+
4. ENGAGEMENT+
!
• Do!you!consider!your!board,!staff,!employees!and!stakeholders!to!be!highly!
engaged!in!your!organization’s!work?!
!
!
!
!
• 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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2017-03-02 Organizational Vitality

  • 1. Organizational Vitality: The Heart of Nonprofit Success Mary Robinson & Sara Watkins March 2, 2017 ©Capacity Partners, Inc. capacitypartners.com partnering@capacitypartners.com 240-462-5151
  • 2. 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
  • 4. 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
  • 5. Your organizational lens matters By Function
  • 6. Culture adds a key perspective “Culture eats strategy for lunch” -Peter Drucker
  • 7. CP Model of Organizational Effectiveness
  • 9. Vitality: Heart of Organizational Effectiveness
  • 10. Four Components of Organizational Vitality
  • 11. 1 Vision The change you wish to see in the world
  • 14. 4 Engagement Firing up staff and stakeholders
  • 18. Putting It Into Action
  • 19. • 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
  • 20. Vitality: Heart of Organizational Effectiveness Thank you! capacitypartners.com partnering@capacitypartners.com 240-462-5151
  • 21. © Capacity Partners capacitypartners.com partnering@capacitypartners.com 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:        
  • 22.   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:      
  • 23.   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.  
  • 24. ! ! ! ! Organizational+Vitality+Discussion+Questions+ + + + + + 1. VISION+++ ! • 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?! !
  • 25. ! ! ! Organizational+Vitality+Discussion+Questions+ + + + + + 2. LEADERSHIP+ ! • 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?!
  • 26. ! ! ! ! Organizational+Vitality+Discussion+Questions+ + + + + + 3. GOALS+ ! • 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?! !
  • 27. ! ! ! ! Organizational+Vitality+Discussion+Questions+ + + + ! + 4. ENGAGEMENT+ ! • Do!you!consider!your!board,!staff,!employees!and!stakeholders!to!be!highly! engaged!in!your!organization’s!work?! ! ! ! ! • 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?! !