20 Ways a Consultant Can Make Your Life Easier – A Little Outside Help Goes a Long Way Download PDF (128 KB)

It might be time to hire a consultant. You only have so much time, and sometimes you need a new perspective and a helping hand from someone with an unbiased view and different expertise. If you are wondering just how much help consultants can be, here are 20 ways they can make your life easier.

Categories: Human Resources Management

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2017 Compensation & Benefits for Philanthropy-Serving Organizations

United Philanthropy Forum’s first-ever 2017 Compensation & Benefits for Philanthropy-Serving Organizations report provides comprehensive benchmarking data and analyses on the employment practices of regional and national philanthropy-serving organizations (PSOs), based on the responses of 50 PSOs.   Download the Report Download the Highlights One-Pager (PDF) Download the Executive Summary (PDF) Download the Full Report (Forum Members Only)

Categories: Human Resources Management, Diversity, Equity and Inclusion

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A Snapshot: Compensation in Corporate Responsibility

This info graphic provides a snapshot of salaries and compensation for corporate responsibility professionals. The full report is available with membership to ACCP.

Categories: Human Resources Management, Foundation Management, Resources

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Benchmarking Program Officer Roles and Responsibilities

In this report, the Center for Effective Philanthropy shares the results of a survey conducted in mid-2016 to gain a better understanding of the role of the program officer. The report provides a comprehensive collection of benchmarking data on topics ranging from the professional and educational backgrounds of program officers, to technical information about the structure of the program officer role, to program officers’ perspectives on certain aspects of their work, such as the funder-grantee dynamic.

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Beyond the Recycling Bin: Greening Practices of Grantmaker

This report is intended to provide grantmakers with information on how their peers are approaching greening and also to spur dialogue about the role of the philanthropic sector in promoting and implementing environmentally sustainable practices.

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CEO Transitions in Family Foundations

Among the most important tasks that any board confronts is the choice of head staff person. If anything, this decision has even greater significance in family foundations. Whether the position is vacant because of the retirement of a beloved CEO or the departure of a problematic one, CEO transitions in family foundations typically have three major stages: clarifying the foundation direction identifying a suitable successor realigning the foundation’s strategies and/or programs as necessary

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Don’t Do It – 10 Mistakes to Avoid When Hiring Philanthropy Consultants

When you need to hire a consultant, the pressure is on. Time and money are at stake, and so is success. The next time you need a consultant’s help, save your valuable time and resources by avoiding these hiring mistakes.

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Don’t Need a Consultant? 5 Good Reasons You Might Be Wrong

Foundation and nonprofit staff are spread thin enough. There is a lot to do with a limited number of people and a limited number of hours in the day. And there are times when expecting hardworking staff to strategize and carry through an entirely new project, on top of handling their ongoing responsibilities, is asking too much. Consultants can take some of the burden off of staff while providing a new perspective and expertise. They may also increase your organization’s credibility. Here are the five main reasons most foundations and nonprofits enlist the help of outside consultants.

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Employee Empowerment: The Key to Foundation Staff Satisfaction

This report is based on survey responses from 1,168 staff members at 31 foundations. The surveys were conducted from 2007 to 2011 as part of CEP’s Staff Perception Report (SPR), which analyzes feedback from foundation staff about their work experiences and views of the foundation’s overall operations. Employee Empowerment combines quantitative analysis of those surveys and in-depth interviews with key staff from two foundations who received high marks from their staff on their recent SPRs: The Skillman Foundation and The Commonwealth Fund.

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Expert Q & A: How Can a Young Professional Prepare for Advancement?

By: Karen McNeil-Miller, former president of the Kate B. Reynolds Charitable Trust Identify a potential role/level you would like to attain and seek out several people who already have those roles.  Find out the competencies/behaviors/skills needed to be effective in the role currently and in the future Be intentional in your career to seek roles along the way that can offer you an opportunity to develop those skills and competencies. Join EPIP (Emerging Professionals in Philanthropy) Volunteer inside and outside your organization to develop your skills Look for internal developmental assignments such as task forces, workgroups, committees, etc. Network with the people Read more

Categories: Human Resources Management, Individual Professional Development , Ask an Expert

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Expert Q & A: How can philanthropic organizations create a learning culture even while “leading under pressure?”

By: Dr. Lynn Perry Wooten, Associate Dean and Clinical Full Professor, University of Michigan Ross School of Business; co-author with Dr. Erika Hayes James, Leading Under Pressure: From Surviving to Thriving Before, During, and After a Crisis For the last decade my co-author, Erika James, and I have researched how organizations lead under pressure and especially in crisis situations. Although most organizations do not frequently confront crises, leading under pressure has become a new norm. Pressurized situations can be the result of budget constraints, time limitations, stakeholders’ demands, shortage of resources or employee strife.   From our research, we discovered that Read more

Categories: Mission, Vision and Values, Human Resources Management, Individual Professional Development , Organizational Development - Strengthening/Building Your Team, Ask an Expert

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Expert Q & A: How can we make learning fun for new grantmakers?

By: Jessica Bearman, principal, Bearman Consulting I went to Google and did a quick search on “Fun and Learning” and quickly noticed that with or without the quotation marks, all the hits were resources for kids. Searching on Adults Learning and Fun yielded a bunch of websites devoted to icebreakers… as though fun can be part of learning, as long as it’s contained at the beginning of the meeting or workshop. And so then I asked myself: “What makes learning fun and how can fun make learning better?”  Based on what we know about how adults learn, here are some quick Read more

Categories: Human Resources Management, Individual Professional Development , Organizational Development - Strengthening/Building Your Team, Ask an Expert

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How to Effectively Hire a Consultant – 5 Tips for a Win-Win Relationship

Nonprofit and foundation leaders are held accountable to their stakeholders to make sure they are using their budgets to garner the best results. A strong relationship with quality consultants can help limited budgets go a long way, so it is imperative that you find a consultant who can become valuable member of your team. Simply choosing to hire a consultant isn’t enough to guarantee a successful engagement. You need to clearly communicate your goals and work together to ensure they are met. Here are few guidelines to help you succeed when working with consultants.

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Interview with Paula Jancso Fabiani

At the beginning of September, Paula Jancso Fabiani took over from Marcos Kisil as president of Brazil’s Institute for the Development of Social Investment (IDIS). She talks to Caroline about an advocacy role for IDIS, developing a culture of giving in Brazil, the role of tax incentives, the credibility of NGOs, and the role of women in the country’s non-profit sector. Below, Marcos Kisil talks about the early days of IDIS, the challenges ahead and the leadership transition.

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People: philanthropy’s great strength

Pick up any edition of Alliance from the past few years, and one message is clear. In truly unprecedented ways, the global philanthropy sector is on the move, popping up in new places, growing in scale, diversifying in form, and, more than ever before, stretching to tackle the momentous challenges that define our times such as climate change, food and water security, and immigration. While there is much talk of the financial resources needed for success, much less attention is paid to the equally if not more important human resources.

Categories: Human Resources Management, Organizational Development - Strengthening/Building Your Team

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Responsive Philanthropy in Black Communities a Framework and Agenda for Change

ABFE brings a new framework on RPBC to realize its mission of promoting effective and Responsive Philanthropy in Black communities. This new template builds upon grantmaking with a racial equity lens but is tailored specifically to grantmaking in and for Black communities. As a result, we have designed a set of defining characteristics of philanthropy that we believe is more likely to reduce gaps in racial disparities facing Blacks in the United States and are looking to partner with grantmakers around the country to apply this framework to their investments.

Categories: Field/Sector Learning and Evaluation , Human Resources Management

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Strengthening Philanthropy through Strategic People Practices – Presenter Guide

PRESENTER GUIDE Background on the Presentation In 2013, during its centennial year, the Rockefeller Foundation launched a dialogue on people and talent within philanthropy, bringing together twenty leaders from 16 countries around the world for a symposium at the Bellagio Center entitled “Talent Management for Innovative and Impactful Philanthropy in the 21st Century.” The event’s agenda explored a range of issues, including what skills, experiences, and attributes are most needed in philanthropy today and how an investment in people can contribute greatly to organizational success. Since the Bellagio symposium, participants have remained committed to exploring the issues that the convening Read more

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Tips for a Successful Hiring Process

Hiring takes time and sometimes money. The more thorough and careful the recruitment process is, the more likely the staff selection will be successful and long-term. Here are several tips.

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Understanding Philanthropy Consulting: A Tool to Identify the Roles and Capabilities Needed From External Support

Brian Leslie M.B.A., SwitchPoint LLC; Kelsey Noonan B.A., SwitchPoint LLC; Clint Nohavec M.B.A., SwitchPoint LLC This article categorizes the distinct roles played by philanthropy consultants and presents a tool and framework for charitable foundations to identify and evaluate the roles and capabilities they need from those consultants. The article categorizes seven capability areas, from strategy setting to talent development, that are core to all foundations. Then, it identifies trigger points within these capability areas that lead foundations to undertake projects that may require outside support. Third, the article maps the capabilities that foundations consider in determining whether and how to engage philanthropy Read more

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Who Becomes a Foundation CEO? An Analysis of Hiring Patterns, 2004-2008

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 philanthropy, such as Read more

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Why RFPs Waste Time – Choose a Better Approach to Finding a Great Consultant

This article discusses how expectations of RFP’s are often unrealistic or undefined, consultants rarely have an opportunity to discuss the project goals with decision makers, and have no idea who or how many consultants they are competing against. Because of this, consultants find RFPs to be, on the whole, not a good use of time and a considerable impediment to their ability to improve clients’ conditions.

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Working With Consultants: What You Should Know for A Productive Relationship

This brief provides tried and true advice to grantmakers who are considering or seeking outside expertise. Topics include: Reasons grantmakers turn to consultants Components of a successful consultant/grantmaker relationship Ways to use a consultant How to identify possible consultants How to choose and retain a consultants  

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