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Chesapeake Bay Funders Network Capacity Building Initiative

Chesapeake Bay Funders Network Capacity Building Initiative

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Page 1: Chesapeake Bay Funders Network Capacity Building Initiative

Chesapeake Bay Funders Network

Capacity Building Initiative

Page 2: Chesapeake Bay Funders Network Capacity Building Initiative

Development of Capacity Building Initiative (CBI)

Rauch Foundation – Chairs CBFN Capacity Building Workgroup

River Network – Conducted research, prepared white paper

CBFN Workgroup– Developed key goals and objectives

TCC Group & Trust– Finalizing Initiative details

Page 3: Chesapeake Bay Funders Network Capacity Building Initiative

Capacity Building Models Charles Stewart Mott Foundation

Mary Reynolds Babcock Foundation

Pfizer Foundation Southern HIV/AIDS Prevention Initiative

Peninsula Community Foundation Organizational Capacity Grants Initiative

Page 4: Chesapeake Bay Funders Network Capacity Building Initiative

Capacity Building Initiative Process

• Targeted General Operating Grants

• Large Capacity Building Grants

•Customized Assistance

• Networking /training Opportunities for Capacity Building• Networking Opportunities for Watershed Issues

Org

aniz

atio

nal

A

sses

smen

t P

roce

ss

Eligible Watershed

Organizations’ Applications

Sel

ecti

on

Pro

cess

Tier 3

Organizations

Tier 2

Organizations

Tier 1

Organizations

•Smaller gen. ops Grants•Smaller Capacity Building Grants•Customized Assistance

Page 5: Chesapeake Bay Funders Network Capacity Building Initiative

RegionRegion

Y1 - Y3 Goal: To strengthen/ build core organizational capacities of watershed organizations

Capacity Building Initiative:Enhancing the Effectiveness of

Watershed Groups

WatershedOrganizations

WatershedOrganizations

RegionRegion

Communities

Programs

Network

Collective Impact

Page 6: Chesapeake Bay Funders Network Capacity Building Initiative

Capacity Building Initiative:Strengthening the Ecological Health

of Communities

RegionRegion

Y3 Goal: To improve the quality of education/outreach, restoration/ protection projects and advocacy activities to impact communities

Watershed Organizations

Watershed Organizations

Communities

Programs

Network

Collective Impact

Page 7: Chesapeake Bay Funders Network Capacity Building Initiative

Capacity Building Initiative:Establishing and Sustaining a Regional Network and Greater

Collective Impact

RegionRegion

Watershed Organizations

Watershed Organizations

Communities

Programs

Y3 Goal: To have a functioning Chesapeake Bay regional network of watershed organizations and supporters and to continue to enhance the network’s effectiveness and their collective impact

Network

Collective Impact

Page 8: Chesapeake Bay Funders Network Capacity Building Initiative

Nonprofit Capacity Building Needs

4 Core Capacities:

– Adaptive (6)

– Leadership (5)

– Management (11)

– Technical (11)

+ Organizational Culture

Adaptive and Leadership Capacity:

– Crucial for nonprofits and vital at every life cycle stage, but often overlooked

Adaptive

TechnicalManagement

Leadership

Page 9: Chesapeake Bay Funders Network Capacity Building Initiative

External Environment

Resources

OrganizationPolitic

al and

Regulatory Forces Social and

Demographic Forces

Economic ForcesTechnological Forces

Adaptive CapacityMonitoring, assessing, and responding to

internal and external changes

• Networking/collaborating • Evaluating programsand services• Assessing organizational

effectiveness • Planning

OrganizationalCulture

His

toryStructure Ritu

als

Beliefs

Lan

gu

age

Values

Technical Capacity“Doing” the work of the organization,

delivering programs and services• Technology• Accounting• Budgeting• Fundraising

• Facilities development and maintenance• Marketing/communications• Evaluation/research

Key Resourcesthe one or more critically needed resources

that most directly support programs and services

• Legal

Finances/Funding

Program Design and

Model

Time Technology

Facilities Human Resources

Management Capacity• Ensuring effective and efficient use oforganizational resources

Leadership Capacity• Visioning• Inspiring

• Directing• Innovating

• Prioritizing • Modeling• Decision Making

TCC’s Four Core Capacities Model

Page 10: Chesapeake Bay Funders Network Capacity Building Initiative

Self-Assessment Survey 4 Core Capacities + Organizational Culture 36 Sub-Capacities 146 Total Questions, averaging 4 questions for each sub-capacity

CCAT Participation Minimum of 3 organizational leaders must take the survey Anonymous survey with answers reported in aggregate – no weighting

CCAT Results On-line system with instant access, analysis and reporting PDF files (summary and details) for download to share with stakeholders Highlights strengths and provides recommendations on areas of challenge

Core Capacity Assessment Tool (CCAT)

Page 11: Chesapeake Bay Funders Network Capacity Building Initiative

Core Capacity Example 6 Sub-Capacities for Adaptive Capacity

– Decision Making Tools

– Environmental Learning

– Organizational Learning

– Organizational Resource Sustainability

– Program Resource Sustainability

– Programmatic Learning

~30 Total Questions, averaging 5 questions eachAdaptive Sub-Capacity Example

Decision Making Tools– Our organization’s constituents/clients are actively recruited to provide input

and feedback on how programs/services should be provided– Our organization has a written strategic plan that includes a clear, specific,

and measurable set of goals and objectives that will ensure success– Our organization informally evaluates our programs by engaging staff to

document and/or share stories and anecdotes

Core Capacity Assessment Tool (CCAT)

Page 12: Chesapeake Bay Funders Network Capacity Building Initiative

Review of CBI Proposals CCAT Participation

– On-line self-assessment tool, minimum of 3 participants per org– T1 Range: 6 to 16 survey respondents– T2 Range: 3 to 13 survey respondents– Strong board participation

Interviews– T1 100% in-person interviews– Grantee feedback on process/approach

Aggregate review and discussion with CBT

CBI Assessment Process

Page 13: Chesapeake Bay Funders Network Capacity Building Initiative

Tier 1 and 2 were comparable in strengths and challenges–High in Leadership and Management –High in Organizational Culture –Low in Technical capacities across the board

Opportunity for peer learning/mentoringCBI participants noted the assessment as a “rare opportunity”

Assessment Results

Page 14: Chesapeake Bay Funders Network Capacity Building Initiative

Review of CBI proposal CCAT results Org Interview

– Context/Life Cycle– Other CB efforts completed or under way

CBFN Capacity Building Workgroup Budget

From Needs to Recommendations

“art and science”

Page 15: Chesapeake Bay Funders Network Capacity Building Initiative

Areas of Need (In order of “need”- * = omni-need) Adaptive Management

– Program Evaluation Training and coaching*– Strategic Assessment/Planning*

Leadership

– Board Development through Consulting, Group Training & Follow-up*

Management

– Assessing/managing Staff Performance Consulting, Group Training & Follow-up

Technical

– Marketing Group Training & Follow-up– Fundraising Group Training & Follow-up– Technology Skills Assessments, Hard/Software & Training*

Summary of Recommendations

Page 16: Chesapeake Bay Funders Network Capacity Building Initiative

Grant Awards & Group Assistance by Tiers and Type

Grant AssistanceTier 1 (8 groups)Targeted General Operating $227,500

Targeted Capacity Building $104,500

Tier 2 (11 groups)Targeted General Operating $77,500

Targeted Capacity Building $73,000

Group AssistanceTier 1, 2, 3 (36 groups)

Group Assistance $74,500

(Prog eval training, IT assist)

TOTAL $557,000

Page 17: Chesapeake Bay Funders Network Capacity Building Initiative

Grants by Region/State

Capitol Area MD $83,763Central MD $175,447Eastern Shore MD $77,342Southern MD $35,842MD TOTAL $372,394

VA TOTAL $199,605

MD avg T1= $50,400* T2 = $25,333*VA avg T1= $50,000 T2 = $15,000

*includes ex. capacity building grants

Page 18: Chesapeake Bay Funders Network Capacity Building Initiative

Preferred Service Providers

54 RFQ’s submitted21 preferred

Assessed using 3 Criteria

1. Knowledge and Track Record2. Exp. With Env./watershed non-profit groups3. Capacity/flexibility to deliver services

needed

Page 19: Chesapeake Bay Funders Network Capacity Building Initiative

Developed CBI Logic Model for planning and evaluation purposes

Developing core evaluation questions Prioritizing evaluation components and indicators Working individually with grantees to identify measures of

success Developing evaluation plan within context of evaluation goals

and budget which will include multi-layered approach–Organizational–Programmatic–Regional/Network

CBI Evaluation

Page 20: Chesapeake Bay Funders Network Capacity Building Initiative

RegionRegion

Indicators: capacities in leadership, strategic planning, board, fundraising, partnerships, technology, evaluation, etc. Data Sources: Organizational assessment, grantee interviews, grantee reports, etc.

Capacity Building Initiative:Enhancing the Effectiveness of

Watershed Groups

WatershedOrganizations

WatershedOrganizations

RegionRegion

Communities

Programs

Network

Collective Impact

Page 21: Chesapeake Bay Funders Network Capacity Building Initiative

Capacity Building Initiative:Strengthening the Ecological Health

of Communities

RegionRegion

Indicators: ecological conditions, numbers of volunteers, diversity of funding, competitiveness for existing grant funding (i.e. Trust, NFWF, KCF) Data Sources: Grantee interviews, grantee reports, etc.

Watershed Organizations

Watershed Organizations

Communities

Programs

Network

Collective Impact

Page 22: Chesapeake Bay Funders Network Capacity Building Initiative

Capacity Building Initiative:Establishing and Sustaining a Regional Network and Greater

Collective Impact

RegionRegion

Watershed Organizations

Watershed Organizations

Communities

Programs

Indicators: membership, quality meetings, # of collaborations, greater involvement in Bay-wide issues, greater use of existing/new technical tools (i.e., NEMO) Data Sources: Evaluations of network meetings, membership roster, interviews, etc.

Network

Collective Impact

Page 23: Chesapeake Bay Funders Network Capacity Building Initiative

Next Steps

Develop CBI action plan with Tier 1 and 2 groups (grant agreement)

Watershed Network Activities– Listening sessions with Jeff Lape, 5/30, 6/7– CBI kickoff and network meeting, June 27,28 – 2nd Annual Watershed Forum, Oct. 12-14

Develop evaluation and tools Next CBFN meeting – evaluation, CBI

progress report