Archive for the ‘Philanthropy’ Category

A Wiki Tribute to Stephanie McAuliffe

Whitney dressed up as an OE grant and Stephanie in her "Catbert" costume

If you do any work in the field organizational effectiveness or nonprofit capacity building, whether you are a consultant or funder for such programs, then you know Stephanie McAuliffe, the Director of Human Resources and Organizational Effectiveness at the David and Lucile Packard Foundation.    Today is her last official work day at the foundation and tomorrow is the first day of her retirement.   This post is my personal tribute – and a request to send her some good wishes on the Stephanie McAuliffe Wiki.

I have had the honor of working with Stephanie since 2009 when I arrived at the foundation as Visiting Scholar.  Before I relocated to California, I was commuting between my home in Boston and Los Altos and in California for one-week trips without a car.    Stephanie lent me her bike so I could make the ten mile round-trip commute by bike — avoiding the hassle of a car and getting some exercise too.    She not only lent me some wheels, but introduced me to other people on staff who were experienced bike commuters.   I quickly got the best biking routes to and from the Foundation.

Stephanie is a natural born network weaver.   She is quick to connect you to someone or as they say in networking weaving lingo, “close the triangle” – with someone where there is  reciprocity.   Stephanie is also a master of getting things done, thinking and doing in incremental steps (scaffolding), and problem solving.   She is always cheerful, enthusiastic, curious, and well – so much fun to work with!   Talk to anyone who has worked with the Stephanie and they will probably echo this.

One of my big projects during my first year at Packard was to co-author the Networked Nonprofit with Alison Fine.  Stephanie was a huge help in what seem like a daunting process.  Always had suggestions for someone to interview or a paper or book to read.     When the book was published, she was one of the first people who posed with a photo of the book.

Stephanie McAuliffe  joined the Foundation in 1998.   As the Human Resources director, Stephanie managed all Human Resources functions including payroll, benefits, compensation, and employee relations. In addition, Stephanie managed the Organizational Effectiveness, Philanthropy and President’s grantmaking funds.  I had the honor of getting to learn from and work with  Stephanie as part of her special interest in understanding how to support the effectiveness of grantees that are networks or are working in a highly networked way.    This exploration is shared on the OE wiki site known affectionately as the “see through filing cabinet.”

Stephanie lead an exploration of networks at the Packard Foundation over the last 5 five years.   Last month, at a convening on Networks hosted by the Monitor Institute and Geofunders, Stephanie was on a live streamed panel of funders talking about past, current, and future of networked grant-making strategies.   It was amazing to look back to see the growth of interest in this field — from a very small group of stakeholders to a room of over hundred funders, plus a larger audience out on the social web.

You may not know this, but Stephanie is an accomplished social media geek.   Stephanie was among the first in philanthropy to explore Twitter and its possibilities for working a networked way.   She was the first foundation person to write a guest post on my blog, appropriately on the effectiveness of networks, summarizing one of the many conversations we had with outside experts so that it could be shared with a broader group.   What I like best about Stephanie is that she wasn’t afraid to experiment with the tools, learn quickly, and instantly share what she learned.

Please take a minute and wish her well on her next adventure on the Stephanie McAuliffe wiki!

The Strategy Landscape Tool Helps Solve Wicked Problems

Source: Monitor Institute

Monitor Institute and the Center for Effective Philanthropy (CEP) have launched a joint venture to bring a new data visualization tool, “The Strategy Landscape Tool“  to the field of philanthropy.   Created with support from the Rockfeller Foundation, the tool allows users to easily see and understand grantmaking strategies and patterns within and across institutions so they can make better decisions in pursuit of their goals.

This tool is important because it facilitates funders working in a networked way.  Here’s why:

Philanthropy today is called upon to address increasingly complex and interrelated challenges that don’t adhere to traditional geographic, disciplinary, and sectoral boundaries—poverty, health care, climate change, and education to name a few.  They are what design theorist Horst Rittel called “wicked problems”—complicated, continuously shifting issues where neither the problem nor the solution may be clear or stable.

No single funder or institution alone has the resources or reach required to move the needle on wicked problems. Foundations increasingly need to look beyond their organizations to other stakeholders—both in philanthropy and across sectors—to spot the opportunities, understand the challenges, and mobilize the effort needed to address pressing social issues.

Yet while most funders will readily acknowledge the importance of working together, collaboration remains more the exception than the rule. Working together remains a challenge, and simply knowing what other funders are supporting can require time-consuming research, meetings, and calls.

As funders increasingly recognize the advantages of collective action, it is also becoming  clear that “peripheral vision”—the ability to see and develop an understanding of the system in which they operate—is a critical competency. The most successful funders will  work from a rich understanding of their position and role within the ecosystem of other actors, donors, and investors.  And they will regularly refresh their perspective so that today’s arrow is not aimed at yesterday’s target.

Photo gy George Rohrig

I had a demonstration of this tool and what was most powerful was its simplicity.   Much like the blind men in the ancient story, funders see only the part of the “elephant” that their work touches, but cannot easily understand the pieces that others are touching or get a clear picture of the whole elephant.

The tool allows a group of funders working on a particular issue to share data around what they have funded – not just dollar amounts or types of initiatives, but how this links to their theory of change.   The tool creates an interactive map across a problem area that reveals how much as been invested and where the gaps and opportunities are.     It can also be used to look at a single foundation’s program area.

In Search of Bachelors and Philanthropy in Rural Alaska and Video Story Capture Tips

The Story

Last week,  my adventure in Alaska started with a meeting with representatives from community foundations around the state of Alaska hosted by the Alaska Community Foundation.   That’s where I met Joe Page from the Jessica Stevens Foundation who told me the amazing story about the Talkeetna Bachelor Society.

The Talkeetna Bachelor Society is a program of the Denali Arts Council, a 501(c)3 non-profit corporation. The Society’s fundraising activities benefit the Talkeetna Bachelor Society’s Fund for Women and Children in Crisis.  The main fundraising event is the Bachelor Auction, where ladies in attendance may purchase, at fair market value, a feisty bachelor to accompany them at the Bachelor Ball.   Anyone can purchase the “male order catalog” and the proceeds go to support the charity.

Quite a different charity auction ….

I couldn’t help but think – what if Joe Page or other community foundation board members had flip cameras, some video and story telling training and shared their stories on the Alaska Community Foundation Facebook page?

I was lucky enough to talk my host into driving me to Talkeetna so I could document this fabulous story.   So  I got into the car with Aliza Sherman who lives in Alaska who I’ve known since 1995 and with Cassandra Stalzer my host to take a drive up the highway to create this five minute documentary,  “The Hunt for a Talkeetna Bachelor

After a few hours on the road, we ended up in the middle of this rural town that was the prototype for Northern Exposure.  We found our way to the local brew pub – Twister Creek and Denali Brewery at the foot of Denali.    Joe Page met us in town and we reviewed the Bachelor male order catalog looking for a good subject to interview.   After walking around town, we discovered that one of the bachelors, Todd Basilone, owner of Mountain High Pizza Pie, was at work.   So,  I did an ambush interview to ask him to share why community giving is important.    I hope you’ll take the five minutes to watch the clip.

Some Tips

I love capturing and sharing authentic stories with video – either with my iPhone (email to YouTube) or the Flip Camera.  No matter the technology,  the process of capturing and sharing a good story quickly is the same.  Here’s some thoughts:

From Nancy Duarte's new book, resonate

Don’t take a vacuum cleaner approach

With video, don’t try to capture everything.   I use a technique I learned from Jay Dedman called “Moment Capture” where you get the most enlightening snippet.    I usually reserve video capture for a special story or moment that absolutely can’t be told with text.  Sometimes this occurs as a video quote from someone who said something that was an Ah Ha moment for me or else it tracking down a story.

If the latter, I have a storyboard in my head and edit as I go.   What I have found extremely useful is Nancy Duarte’s new book, resonate: present visual stories that transform audiences.  While it is intended for storytelling with powerpoint,  I think the frameworks and templates she offers for narrative arcs are very valuable.  It is so helpful to have these templates as you capture the story.

Photo by Aliza Sherman

The Technical Stuff

There are only four things you need to remember while shooting your story.  I learned these back in 2006 from Robert Scoble.

1.  Don’t frame your subject’s eyes in the middle of the frame, use the rule of thirds
2.  Don’t shoot when you have backlight, your subject will be dark
3.  Avoid ambient noise, find a quiet spot to shoot
4.  Shoot close to your subject so the audio doesn’t suck especially when using a camera with built-in mic

My colleague, Nick Booth, from the UK taught me a few tricks about doing on-camera interviews and capturing b-roll.  But to be honest,  I didn’t put those in practice until I had mastered Scoble’s tips with one-take video takes.   That was four years ago when I was shooting video with my inexpensive digital camera and using the free program in Windows, MovieMaker to create videos.   It’s much easier now with smart phones and the flip cameras.

Sharing the Story

Storytelling with social media, of course, is more than you and your subject with a camera.  Social media is a great way to involve the audience in the story as it unfolds.    Mark Horvath is a genius at doing this with his Invisible People TV site.    There are many tools you can use to share the story as it unfolds in video and photo as Aliza Sherman has documented here.

What has been your experience telling stories with social media?  What are your favorite sources, tips, and stories?

America’s Giving Challenge 2009 Assessment and Reflection Paper

Allison Fine and I, along with my Zoetica colleague Geoff Livingston have completed the  assessment and reflection paper for 2009 America’s Giving Challenge for the Case Foundation.   This is Case Foundation’s second online competition that encouraged people to leverage their social networks to raise money and awareness and recruit supporters for the causes they care about most.  Allison Fine and I wrote the reflection paper for the first challenge.

This year we took a more intercative approach to sharing the findings and learnings.  It was done through a series of blog posts called AGC Conversational Case Studies and encouraged the public to weigh in via comments to the blog posts, live CaseSoup video discussions, and Twitter.   You find the report, blog posts, and archived videos over at the Case Foundation site here.

We look forward to more  lively discussions and sharing of ideas about online contests.

Microsoft’s Networked Approach To Accelerating Social Change Through Technology

Ed Granger-Happ, Nethope; Claire Bonilla, Disaster Response Microsoft; Daniel Ben-Horin, TechSoup Global, Vida Durant, CARE USA

Earlier this month, I had an opportunity to attend Microsoft’s  “Accelerator Summit,” a day of conversation with Microsoft employees, partners, academics,  journalists, and bloggers about their corporate citizenship program.    Their strategy focuses on technology and partnerships that can accelerate systemic on the ground social change and economic issues.

The Accelerator Summit included interactive sessions show casing their programs in these areas:  workforce development, employee giving, environment, online safety, and the role of technology in the non-profit community.   While I was very familiar with impressive partnership between Microsoft and TechSoup Global,  I had no idea of the overall scale of their Corporate Citizenship program which was  ranked 14 on a list of the 100 best corporate citizens by Corporate Responsibility magazine, which evaluated performance on a range of issues such as environment, climate change, employee relations, human rights and philanthropy.

Chatting with David Connor, we both had the same reaction – who knew?  Here’s a few gems from outside of my sweet spot of nonprofit technology:

  • PhotoDNA is an team effort between Microsoft researchers and Dartmouth College computer science professor Hany Farid to create a way to identify and remove images of child pornography from search engines, based on matching their digital fingerprints provided by law enforcement agencies.
  • Microsoft researchers are collaborating with the academic community on environmental problems, such as aggregation and visualization of complex scientific data from many sources.  Take for example  deploying 200 sensors throughout the Brazilian rainforest to measure and visualize the effects of climate change.  Or the Web site Microsoft Hohm that lets  people calculate their energy footprint and get tips on conservation.
  • Elevate America a workforce development program,  that provides one million vouchers for Microsoft e-learning courses and select certification exams at no cost to recipients.   The program works in partnership with states across the country.

"Our philanthropy has to ignite action. Can't solve the world's problems with our money alone. We need leverage points." - Steve Ballmer, CEO, Microsoft

Leveraging Networks with Partnerships

After lunch,  Steve Ballmer, Microsoft’s CEO gave his perspective on the company’s philanthropy and corporate citizen activities and answered questions.   One theme he touched on that resonated throughout the day is how Microsoft is working with networks and partners to leverage it’s financial, technical, and social change commitment.  In a follow up blog post by Pamela Passman, Senior Vice President of Global Affairs,  who was our host for the event, she amplifies this point.  “Our citizenship work is grounded in the power of our people, our products and our partners to address social and economic opportunity.  This enables us to have impact, scale and sustainability. “

Akhtar Badshah, Senior Director, Global Community Affairs at Microsoft, facilitated a  discussion on the transformative role of technology in enabling NGOs.    The panel included two winners of the NTC/NTEN Life Time Achievement Award – NetHope’s  Ed Granger-Happ and TechSoup Global’s Daniel Ben-Horin.    Microsoft’s technology capacity work in the nonprofit technology sector includes partnerships with Tech Soup GlobalNetHope in disaster relief as well as others.  Microsoft has heavily invested in networks and there are probably a lot of wisdom about network effectiveness there.

Ed Granger-Happ shows off his office server in a carry on bag that disaster relief workers can use to set up IT support in the field

Even though I have worked closely with several TechSoup Global partners (I keynoted a conference  for their partner in Australia and taught workshops for their partner in India),  I learned some new insights:

  • It’s not about the software or providing access to the tools.    TechSoup works with 32 partners throughout the world to provide Microsoft products at a discount.  But as Daniel Ben-Horin said,  “Our theory of change states that software products are necessary, but not sufficient for empowerment of social change organizations.   We embed the product donation with a connection to the community and capacity building.”
  • Through its network of 32 partners (and growing), they have been able to reach and work with over 100,000 nonprofits on every continent of the world.

Ed Granger-Happ and Claire Bonilla, Senior Director of Disaster Response at Microsoft, talked about their efforts in building IT infrastructure and data sharing in Haiti after the initial relief efforts and how they are building in a “Layer of resiliency”      As Granger-Happ said,  ““The question is how do we turn the people NGOs work with from the group being serviced to serving?”  The shift is from victims to survivors to sustaining entrepreneurs.

Ben Horin noted that TechSoup Global did not have a partner in Haiti, but they did in Chile.  When the earthquake struck earlier this year,  their partner, quickly put together a mobile telecentre equipped with servers, Internet, and software.  Horin also said that other partners in the TechSoup Global network responded to requests for donations and assistance.

Microsoft’s Social Entrepreneurs:  A New Approach To Employees Making A Difference

Lisa Brummel, SVP, Human Resources, Microsoft; Tom Moran, United Way Loaned Executive; Rajesh Munshi; Xiang Li, Givology; Adnan Mahmud, Jolkona Foundation

Microsoft has predictable  strategies for encouraging employees to give back.  They encourage volunteerism by giving a cash donation of $17/hr to the  nonprofit for every hour they volunteer and of course, matching donations up to $12,000 per employee.   They also have an executive loan program where an employee can do a longer stint of volunteering for a local nonprofit as Tom Moran, Director of Customer and Partner Experience for Microsoft did for the United Way King County.

Former Microsoft employees  have founded and supported more than 150 non-profit organizations and social ventures working around the world, according to its alumni foundation. One of the most inspiring stories is from John Wood, founder of Room-to-Read, who left Microsoft in 1998 to change the world.   These days, Microsoft employees don’t have to leave the company to launch and scale social ventures.

Younger, GEN Y employees like Adnan Mahmud, founder of Jolkona Foundation, a micro giving site for projects in developing countries, and Xiang Li,  founder of Givology, a site that facilitates micro loans for education in developing countries are two examples.   Both had a personal experience, an  encounter with extreme poverty – that touched their hearts and motivated them to do something.  Microsoft has the culture and resources to support and encourage these social ventures.

A reporter from the Seattle Times asked how the company makes sure that their day jobs actually gets done.   The culture at Microsoft encourages this level of giving back, but they also see as a good business practice.   Brummel, the SVP from Human Resources, said that it encourages top notch talent to want to work for them. Todd Bishop put like this:  Can Microsoft change the world and conquer it at the same time?

Based on the day of presentations and discussion, it looks like Microsoft’s gives us a stellar example of a CSR program that is at the  intersection of the company’s business and social interests.