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

You and your staff can probably, collectively, leap tall buildings in a single bound. But you might not be able—or willing—to tackle every single need that presents itself to your organization. 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, Organizational Development - Strengthening/Building Your Team

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A Community Information Toolkit

This toolkit offers a process and easy-to-use set of tools that will help you take stock of your community’s news and information flow and take action to improve it.

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

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All change at TrustAfrica: interview with Akwasi Aidoo and Tendai Murisa

The unburied dead, small change and the questionability of old men’s wisdom: on the eve of stepping down as executive director of TrustAfrica, an organization he founded some eight years ago, these are among the preoccupations of Akwasi Aidoo. Caroline Hartnell talked to him and to his successor, Tendai Murisa, about how each sees the change and what lies ahead for African foundations. What has been accomplished over the last decade and what comes next?

Categories: Organizational Development - Strengthening/Building Your Team

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Building teams for innovation: a response to ‘Talent for Philanthropy’

By: Simon Willis I enjoyed reading the special feature on ‘Talent for philanthropy’. How we staff philanthropic organizations is an important topic for discussion, and it’s incredibly valuable to have carefully grounded contributions calling for increased effectiveness and professionalism for the sector. Click Go To Resource to read more…

Categories: Grantmaking, Individual Professional Development , Organizational Development - Strengthening/Building Your Team

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Certified Nonprofit Accounting Professional (CNAP) Course

FMA’s Certified Nonprofit Accounting Professional (CNAP) program is the only nationally recognized certification program for existing and aspiring nonprofit accounting and fiscal management professionals. The course, offered in person or online, covers practical skills that can be immediately applied to your day-to-day operations, including: Financial Reporting Internal Controls Budget Development Governance As the only licensed provider of CNAP in New York, Chicago and online FMA holds regular courses taught by instructors with extensive nonprofit financial backgrounds. Learn Philanthropy members are entitled to a special discount of $100 off the cost of both the in-person and online CNAP programs using the code LP2020. Please Read more

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

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Charitable Lead Trust Handbook

An in-depth guide to the workings and variations of Charitable Lead Trusts.

Categories: Field/Sector Learning and Evaluation , Organization Learning and Evaluation , Individual Professional Development , Organizational Development - Strengthening/Building Your Team

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Community Leadership Network Evaluation — Key Findings from a Survey of Participants

This report summarizes findings from an evaluation of the Community Leadership Network, a signature CFleads learning opportunity. It makes the case for why peer learning matters: practitioners learn best when they are able to hone and practice their leadership skill in environments that encourage peer learning and exchange.

Categories: Field/Sector Learning and Evaluation , Organization Learning and Evaluation , Individual Professional Development , Organizational Development - Strengthening/Building Your Team

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Community Leadership Networks Summary

As part of a multi-tiered effort to advance knowledge and understanding of community leadership, the Council on Foundations’ Community Foundations Leadership Team, in partnership with CFLeads, launched action-oriented Community Leadership Networks. Learn more about these networks here.

Categories: Field/Sector Learning and Evaluation , Organization Learning and Evaluation , Individual Professional Development , Organizational Development - Strengthening/Building Your Team

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DEI Self-Assessment

D5’s self-assessment is a tool for identifying areas of work that your foundation is already engaged in and opportunities for growth. We invite you to complete the assessment to: Capture your foundation’s current situation Spark conversations about DEI and what is possible Identify tangible action steps that will improve your foundation’s effectiveness and strengthen its relevance in our increasingly diverse society

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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. My work with foundations and nonprofits over the past two decades has given me the chance to observe firsthand the errors that people commonly make when trying to hire a consultant. The next time you need a consultant’s help, I hope you will 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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Donor Profile: Pam Omidyar and the Science of Giving

Pam Omidyar’s philanthropic work—including founding or co-founding with her husband, Pierre, the Omidyar Network, Hope Lab, and Humanity United—demonstrates how she has translated her passions into social change. Includes: International philanthropy, Microfinance, Medical philanthropy.

Categories: History, Role in Society, Mission, Vision and Values, Grantmaking, Field/Sector Learning and Evaluation , Models & Approaches, Issue Specific Grantmaking, Program Level Learning and Evaluation, Beyond the Grant , Organizational Development - Strengthening/Building Your Team

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Evaluation Capacity Building: Funder Initiatives to Strengthen Grantee Evaluation Capacity and Practice

Evaluation Capacity Building (ECB) is the process of improving an organization’s ability to use evaluation to learn from its work and improve results. Organizational learning is incredibly important. Organizations that are adept at learning from mistakes and adapting to new challenges are more likely to be successful, and in the nonprofit sector, more likely to make significant progress toward mission-related outcomes. In general, ECB can be used to: Improve the knowledge and skills of individuals. Staff members need to have an understanding of evaluation, and the confidence to apply basic evaluation approaches and methods to their work. Everyone does not Read more

Categories: Organization Learning and Evaluation , Program Level Learning and Evaluation, Organizational Development - Strengthening/Building Your Team

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Evaluative Tools for Articulating and Monitoring Foundation Strategy

Research shows that while foundation leadership and staff value strategy and foundations largely perceive themselves as strategic, they often struggle to articulate, implement, and track strategy. The William Penn Foundation has developed a collection of tools to articulate and assess its progress toward strategic goals. Each tool employs a structured format to promote standardization; flexibility, though, is encouraged in the application of each tool to ensure that form does not dictate function. Each tool provides a template for organizing information that should be tweaked as needed. The speed and breadth of adoption of each tool varies and is often related Read more

Categories: Organization Learning and Evaluation , Organizational Development - Strengthening/Building Your Team

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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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Foundation Readiness for Community Transformation: Learning in Real Time

Skillman senior program officer Marie Colombo collaborates with independent consultant Prudence Brown and Della M. Hughes of the Center for Youth and Communities at Brandeis University to examine how a foundation prepares and evolves in real time while working toward community change. (The Skillman Foundation is pleased to share this report with the permission of Foundation Review.)

Categories: Models & Approaches, Organization Learning and Evaluation , Organizational Development - Strengthening/Building Your Team

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Foundation Readiness for Community Transformation: Learning in Real Time

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 and measurable outcomes, Read more

Categories: Grants Management, Organization Learning and Evaluation , Beyond the Grant , Organizational Development - Strengthening/Building Your Team

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Framework for Community Leadership by a Community Foundation

Recognizing that few guideposts existed for community foundations that want to be intentional about building their skills and aligning their organizations for community leadership, a group of philanthropy leaders – the National Task Force on Community Leadership – created this Framework. Built from actual community leadership experiences, it is the first effort to bring clarity to the practice of community leadership by community foundations. It allows community foundations to take stock, analyze options, develop strategies, and measure progress. It is a necessary first—and giant—step in creating a practical knowledge base.

Categories: Organization Learning and Evaluation , Beyond the Grant , Organizational Development - Strengthening/Building Your Team

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Grantmakers for Effective Organizations

GEO’s publications are driven by the issues we care about. We dive into specific topics and connect themes across the sector in short and longer works. Our publications elevate real examples from your peers, providing innovative ideas to your own organization. We also craft practical tools and friendly guides to help transform your knowledge into action. Our most popular resources: Shaping Culture Through Key Moments Strengthening Nonprofit Capacity The Source Codes of Foundation Culture To see learn more about our publications, explore our resource library. Members greatly value our publications because they lift up the experience, wisdom and insights of Read more




Helping Organizations Achieve Successful Leadership Transitions

The success and stability of nonprofit leaders make a tremendous difference to the organizations they shepherd and the communities they serve. This discussion paper for small foundations addresses common issues in leadership transitions for nonprofit organizations. The guide includes ways in which small foundations can invest in this area, as well as discussion questions and additional resources.

Categories: Organizational Development - Strengthening/Building Your Team

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High Impact Philanthropy Blog: Five Myths And A Question About Impact

Everyone seems to be talking about it. Most say they want it. But who really gets to define impact and for whom? This blog series grew out of a collaborative effort between our team at the Center for High Impact Philanthropy and Women Moving Millions.  

Categories: Field/Sector Learning and Evaluation , Individual Professional Development , Resources, Organizational Development - Strengthening/Building Your Team

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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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I’m in charge of hiring a consultant to help our foundation with strategic planning and streamlining our internal grantmaking process. What are some of the most important questions to ask when soliciting potential consultants and what are some reasonable expectations we should keep in mind?

By: National Network of Consultants to Grantmakers member’s Molly Penn and Deborah Flood of Penn Flood Consulting  In our experience, it is important to describe the process clearly and with uniformity to all prospective consultants so you can do an “apples-to-apples” comparison of their respective approaches.  Toward that end, you may want to consider these internal questions we typically ask in our preliminary conversation with a prospect foundation client. Project Goals: First, clarify what you want the consultant to help you with and to what extent those goals overlap. For example, some foundations might want to use the board retreat to Read more

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Investing in Leadership

Leadership is one of a number of factors that determine the effectiveness of a nonprofit organization’s work. Visionary leaders possess the ability to assess the way things are and then inspire us to help create new solutions. In this sense, leadership does more than set policies and define goals; it creates a paradigm for a better world. This brief guide, part of the Philanthropy Roadmap series, is designed for both emerging and established philanthropists. It sets out five key questions that donors can ask to evaluate leadership.

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

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Investing In Leadership Volume 1: A Grantmaker’s Framework for Understanding Nonprofit Leadership Development

Ask any grantmaker about the distinguishing characteristics of strong and effective nonprofit organizations, and the conversation inevitably will turn to leadership. But what kind of leadership do nonprofits need, and what role can grantmakers play in strengthening leadership development in the sector? Given the vast literature on leadership development and the challenges of translating research and theory into practice, this publication explores a sampling of the leadership development literature.

Categories: Grantmaking, Beyond the Grant , Organizational Development - Strengthening/Building Your Team

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Leadership Development in the Social Sector: A Framework for Supporting Strategic Investments

While much of the research on leadership and leadership development has historically studied private sector settings, recent work has begun to build knowledge about leaders in public and community settings. New models of leadership, including collective leadership, are being developed and implemented by foundations. A framework for identifying the level of intervention (individual, team, organization, network, or system) and the level of impact (individual, team, organization, community, or field of policy and practice) is proposed as a tool for more strategic investing in leadership development.

Categories: Individual Professional Development , Organizational Development - Strengthening/Building Your Team

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Leading Boldly

Foundations can enhance the impact of their traditional approaches to social change by harnessing imaginative and even controversial leadership. This Stanford Social Innovation Review article focuses on how Adaptive Leadership can be applied to complex social challenges.

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Management for Nonprofit Organizations (Online)

In this online course, gain an overview of the skills, knowledge, and attributes needed to become an effective leader and manager. Learn how to build an exciting, dynamic, productive workplace and how to unleash creative energy in yourself and your staff. Explore techniques for effectively managing staff, boards, and volunteers. Develop a strategic plan for handling difficult employee issues, communicating effectively, and managing time and stress. 

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

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NNCG Directory of Philanthropy Consultants

NNCG’s Directory of Philanthropy Consultants is the only, online, searchable, freely accessibly source of experienced and vetted consultants serving all types and sizes of grantmakers.

Categories: Organizational Development - Strengthening/Building Your Team

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Online and in the Office: The State of Technology-Based Learning in the Nonprofit Sector

A survey conducted by NTEN and the Cornerstone OnDemand Foundation revealed technology-based learning is a critical way in which nonprofits engage their stakeholders, but many are struggling to realize the cost savings of online learning and many lack the expertise to deliver training more advanced than webinars and videos.  

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

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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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Philanthropy: Are We a Profession? Should We Be?

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.

Categories: Mission, Vision and Values, Field/Sector Learning and Evaluation , Human Resources Management, Organizational Development - Strengthening/Building Your Team

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Pretty Good Tool: Collaboration Readiness

Do you have a collaborative mindset? This tool will help you take collaboration seriously – and playfully – and figure out your strengths and opportunities to improve your skills.

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

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Reflection on Practice Video: The Grantmaker’s Role

Ford Foundation former president Susan Berresford shares her perspective on grant making and issues grant makers commonly face as they take up the role.

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Roles@Work: Are you playing with a full deck?

Grantmakers manage a lot of expectations about their work. We’ve talked with hundreds of grantmakers about what their foundations and grantees expect of them to get their work done – and what they expect of themselves. Our new card deck, a tool we’ve named Roles@work, collects the 29 roles grantmakers mentioned most often. MORE Use the cards to jumpstart a conversation among colleagues about topics like how you weigh different roles, what you do too much of or not enough of, how you orient newcomers, or how you talk about the grantmaker’s role with board members and leaders.

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Small Investments, Big Changes: A 10 Year Review of the Casey Fellows Mini-Grants Program

In 1998, The Annie E. Casey Foundation launched a small grants program for alumni of the Children and Family Fellowship program. These mini-grants were designed to support fellowship alumni in their ongoing leadership efforts. This review highlights some of the mini-grant funded efforts and details some of the returns on the Foundation’s investments.

Categories: Issue Specific Grantmaking, Program Level Learning and Evaluation, Organizational Development - Strengthening/Building Your Team

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Sustainability Is Made, Not Born: Enhancing Program Sustainability Through Reflective Grantmaking

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.

Categories: Beyond the Grant , Organizational Development - Strengthening/Building Your Team

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The Grantmaking School: Advanced Proposal Analysis

The Grantmaking School recognizes that for most grantmakers, working with applicants and proposals is the bread-and-butter of their career and how they spend much of their time. In response, Advanced Proposal Analysis intentionally focuses on the essential skills of proposal review, recommendations, project management, and other core competency areas. We strongly believe that mastering this work is the key to excellence in grantmaking. Key concepts include: Assessing proposals more efficiently, Spotting financial red flags, Finding and closing any gaps in your due diligence process, Using specialty grants within your organization’s mission, Assuring transparent and ethical behavior, Grantee relationship management, and Read more

Categories: Grantmaking, Individual Professional Development , Organizational Development - Strengthening/Building Your Team

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The Grantmaking School: Customized Grantmaker Education

The Grantmaking School created Customized Grantmaker Education to respond to the needs of individual foundations that seek to create a specific culture of grantmaker practice with appropriate knowledge and skills to meet their individual strategies and goals. MORE We utilize select components of our state of the art grantmaker education curricula, foundation specific information, and the expertise of our highly experienced instructors to create a powerful and relevant professional development program that is second to none. Customized Grantmaker Education removes the limitations of time, place, and standardized courses to respond directly to the individualized needs of foundation learning and skill Read more

Categories: Grantmaking, Individual Professional Development , Organizational Development - Strengthening/Building Your Team

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The Grantmaking School: Evaluation for Grantmakers

Whether formally or informally, evaluation has been an integral part of foundation work since the early twentieth century. Comprehensive programmatic evaluation helps foundations determine whether funding practices produce intended results, disseminates learning for broader impact, and provides measured context for future work. Evaluation itself is a relatively simple process; however, depending on an organization’s culture, philosophies, and capacity, it can escalate in complexity. The Grantmaking School’s Evaluation for Grantmakers does not simply provide a step-by-step guide to the best practices of evaluation; rather, it deeply examines the history, strategy, design, and theory behind the process and responds to the diverse Read more

Categories: Grants Management, Individual Professional Development , Organizational Development - Strengthening/Building Your Team

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The Grantmaking School: Financial Analysis in Grantmaking

As a part of routine due diligence, many grantmaking organizations conduct a financial review after the programmatic review. We strongly believe only the assigned program officer has the ability to understand fully the context, implications and impact of financial issues upon the success of any grant. Our intent is to provide grantmakers with the necessary knowledge and skills to conduct a comprehensive and effective analysis of organizational and programmatic financial information to improve funding decisions.

Categories: Grantmaking, Grants Management, Individual Professional Development , Organizational Development - Strengthening/Building Your Team

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The Grantmaking School: Strategy Development in Grantmaking

Strategy Development in Grantmaking is an intensive two-day learning experience designed to help individual grantmakers and their foundations develop or refine a strategic lens to grantmaking and leverage improved program results for deeper impact. By defining strategic philanthropy and reviewing models and tools for strategy development and implementation, resources will be provided to guide and inform your foundation strategy. You and your colleagues will move through a series of individual and group activities and discussions, allowing for both interactive and personal reflection throughout the session. Key concepts include: Understanding what strategy means  within a foundation’s culture and how it applies Read more

Categories: Grantmaking, Grants Management, Individual Professional Development , Organizational Development - Strengthening/Building Your Team

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The Strategic Plan is Dead. Long Live Strategy.

Take a moment and read these two words: strategic plan. Now close your eyes and picture one. If what comes up is a thick binder, gathering dust on a shelf next to other thick binders from five and ten years past, you’re not alone. We believe that a better understanding of the history of strategy and what caused the demise of binder-bound strategic planning can point the way to re-inventing strategy for the world we live in today.

Categories: Organization Learning and Evaluation , Program Level Learning and Evaluation, Organizational Development - Strengthening/Building Your Team

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The Strategy Landscape

Given the scale and complexity of the challenges they face, foundations increasingly need to look beyond their organizations to other stakeholders–both in philanthropy and across sectors–to mobilize sufficient resources and effort to move the needle on pressing social problems. Yet working together remains a challenge: simply knowing what other funders are supporting can require time-consuming research, meetings, and calls. As one foundation executive recently explained, “When funders come together for a day to talk about an issue, we spend 80 percent of the time talking about what we do, which leaves us with only 20 percent of the day to Read more

Categories: Organization Learning and Evaluation , Program Level Learning and Evaluation, Organizational Development - Strengthening/Building Your Team

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Tiger Foundation: Profile in Engaged Philanthropy

Tiger Foundation was started by legendary investor Julian Robertson, Jr., founder of Tiger Management. One of the most successful hedge funds of the 1990s, Tiger Management quickly generated incredible wealth for its 20- and 30-year old investment staff. But from the beginning, Robertson also wanted to instill in his employees a commitment to giving back. Equally important, he wanted to cultivate in them the desire to move beyond “traditional charity” and participate actively in the philanthropic process. So he created a venue for doing so, establishing the Tiger Foundation in 1990 with a dual mission that drives the organization to Read more

Categories: Models & Approaches, Organizational Development - Strengthening/Building Your Team

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Top Readings and Resources on Learning From Failure

By: Barbara Demarest, strategy consultant, Barbara Demarest Consulting Over the past several years, there has been discussion in the world of philanthropy about failure. Here is a collection of ideas about failure – whether you learn more from it than success, how you learn from it, how organizations look at it, and the importance of failure in achieving eventual success. These different viewpoints on failure and learning come from both the field of philanthropy and from other sectors. Following Up on Failure – from The Chronicle of Philanthropy regarding learning from failure Failing Forward – posted on both Lucy Bernholz’s Philanthropy 2173 and Alliance Magazine’s blog Exploring Read more

Categories: Mission, Vision and Values, Field/Sector Learning and Evaluation , Models & Approaches, Individual Professional Development , Organizational Development - Strengthening/Building Your Team, Top 5 Lists

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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

Categories: Online Publication, Organizational Development - Strengthening/Building Your Team

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Value Exchange Tool: For Building Business-Nonprofit Partnerships that Last

This simple method considers what a partner could potentially contribute, stacks up what a potential partner brings, and represents the value exchange at the heart of the partnership — in a single visual.

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

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Ways to Use GrantCraft Guides: Tools to Prompt Discussion

If you are organizing a discussion, workshop, meeting, etc on a topic GrantCraft has addressed, the following resources might help.

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

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Who’s in the Room? Who Should Be?

Bringing people together is one of the key roles of philanthropy. It’s important to make sure you have the right people in the room so that the time spent is productive and the outcome is useful for everyone. To ensure you’ve tapped the right players for your next gathering, ask yourself these three questions before you issue invitations: What is our overall goal? What roles are essential to accomplish our goal? How can we make the best use of others?

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

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

Chances are, you’ve been in this position: The foundation for which you work needs to find consulting expertise to help with a particular project, program, initiative, etc. Everyone agrees that the first step is to develop an RFP so you can get qualified consultants to respond. It’s a thorough, fair, and transparent process. Right? Wrong. Click on the link below to read more.

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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 This paper was prepared by Barbara R. Greenberg and Jan Schwartz of The Philanthropic Group, based on their webinar presented for Philantrhopy New York in collaboration with the National Network of Consultants to Grantmakers.

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Workshops On Your Own

You can use our guides, videos, and cases to foster dialogue with colleagues. We offer several ready-to-go workshops, complete with slide decks and facilitator notes. To help you find discussion-generating activities that fit your group, look at examples of how others have used our guides and videos as a springboard to exploring the craft of grantmaking. The examples can be modified to fit your topic. And a range of tools pulled directly from our guides and videos can help you generate topical content.

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