Download - Webinar - EPIP Strategic Planning Update
EPIP STRATEGIC PLAN TOWN HALLEPIP WebinarOctober 26, 2016EPIP Hosts: Tamir Novotny & Biz GhormleyCo-presenter: Christi Tran
2
Emerging Practitioners in Philanthropy (EPIP) is a national network of foundation professionals, social entrepreneurs and other change makers who strive for excellence in the practice of philanthropy.
3
We provide a platformfor our community to:
Connectwith others
Learn & practice
leadership skills
Inspireemerging ideas in the social sector
Get in touch!Please reach out with any questions or to learn more about membership!
Director of Operations & Member Services
What’s Next?• Next EPIP Webinar!
• Advocacy in Grantmaking – working together for increased impact, Wednesday, November 9 at 3pm ET
• All Events• epip.org/events
Housekeeping• Use the question box for
• Technical difficulties
• Comments
• Content questions for Q&A
• Polls and questions are anonymous
• Use #EPIPwebinar to join the conversation on social media
• This webinar will be recorded
• Complete the post-webinar survey, please!
SpeakersTamir Novotny, EPIP Executive DirectorChristi Tran, Strategic Planning Consultant
1
Strategic Plan Town Hall October 26th, 2016
EPIP | Philanthropy Rising
2EPIP | Philanthropy Rising
Agenda● Welcome and Introductions
● Context and Framework
● Work and Findings-to-Date
● What’s Next in The Process
3
Context and FrameworkEPIP Strategic Plan Town Hall
EPIP | Philanthropy Rising
EPIP | Philanthropy Rising 4
EPIP | Philanthropy Rising 5
EPIP | Philanthropy Rising 6
7EPIP | Philanthropy Rising
World
Field
Institutions
Members
EPIP’s Next Stage: Radiating from the center
8EPIP | Philanthropy Rising
Sustain Core Operations
Build Enduring CapacityExtend our footprint
Diversify revenue streamsDeepen member, alumni engagement
Build new partnerships
ResearchInstitutional services
Advocacy (field/policy)National
conversationsSpecial Projects
Break Through
Improve
Strategic Planning Frame
9EPIP | Philanthropy Rising
Early Takeaways
● For rising leaders, a rocky road
● For institutions, untapped assets
● Members, chapters already leading
10
Discovery Phase: Work and Findings
EPIP | Philanthropy Rising
Christi TranPrincipal, Guanabana Consulting
11EPIP | Philanthropy Rising
Strategic Planning: Organizing Questions
● What trends in the field and the world should inform our new strategy?
● What is our point of view on how philanthropy can better advance equity and support our members?
● What outcomes would we want to advance for the sake of equity?
● How do we see our role in the field?
● Who are our members and what role do we have relative to them?
● What approaches could we take to play this role?
● How can we test and develop these approaches?
● What capacities would we need to advance these approaches?
EPIP | Philanthropy Rising
12
Goals of the Discovery Process
● To discuss stakeholders’ points of view on philanthropy
● To hear about stakeholders’ experiences of EPIP
● To surface insights about what role EPIP might serve in the field
● To understand the pains, insights, and needs of EPIP members, as well as
understand the threats and opportunities in the field (PINTOs)
EPIP | Philanthropy Rising
13
Who We Engaged with (and How) during initial Discovery Phase
● Interviews with current and former board members and staff members, as well as leaders and innovative thinkers identified by EPIP
● Design workshop with Chapter Leaders during the conference
● Gallery walk opportunity for conference attendees to respond to targeted questions and statements about their experiences in philanthropy
● Voting process for conference attendees to elevate the responses that most resonate with them
EPIP | Philanthropy Rising
14
Facilitators’ Key Findings from Initial Discovery
● EPIP’s greatest asset is its enormously talented and diverse member community; these motivated practitioners bring fresh perspectives, are passionate about urgent change, and have tremendous energy and creativity
● However, structural barriers, lack of diversity at highest levels of leadership, and a culture of elitism within foundations contribute to feelings of isolation, frustration and disillusionment among individual members
● Foundations are failing to retain diverse talent, who leave when they see little room for growth coupled with risk-aversion and practices that undermine or slow progress on issues they care about
EPIP | Philanthropy Rising
15
Potential Directions for EPIP from Initial Discovery
● Cultivate diverse talent by shoring up professional and leadership development resources and offering spaces for members to build relationships and grow leadership
● Serve as a platform for advocacy and influence for changing practices in the field
● Expand EPIP community’s influence by exploring EPIP’s role within the broader ecosystem of affinity groups and others working with philanthropy
EPIP | Philanthropy Rising
16
Next Steps in Planning Process
● Engage broader EPIP community in additional discovery:○ Interview institutional members, chapter leaders, alums and partners (Fall)○ Release member experience survey (Winter)
● Strengthen programming, leadership offerings and collective leadership efforts:○ Form Chapter Leader Committee (Fall)○ Support Annual Planning for Chapters (Fall/Winter)○ Align existing programs as outcomes evolve (ongoing)
● Share draft EPIP Vision, Mission, Values and Theory of Change○ Solicit feedback from EPIP community (Winter)○ Engage stakeholders in continued refinement (Spring)
EPIP | Philanthropy Rising
17EPIP | Philanthropy Rising
● How do these findings resonate (or not) with your experience?
● What opportunities do you see for us in this new iteration of our work?
● What energizes or concerns you about the general direction in which we’re headed?
Proposed Discussion Questions