MOVING UP THE S-CURVE:

How creating performance challenges can help build sustainable organizations

• Founded in 1964• 25 +/- programs• 250+ employees• $14.5MM FY2019 operating budget

Elements of a

Performance

Challenge

What are they and how do they work?

• 12-month process

• Peer-sharing and coaching support

• Quarterly ”gatherings”

• Challenge identification and refinement

• Focus on financial sustainability

• Designed to create significant and lasting organizational CHANGE

“

”SOCRATES

Our Iceberg Is Melting

1. Create a Sense of Urgency 2. Pull Together the Guiding Team

Our Iceberg Is Melting

3. Develop the Change Vision and Strategy

4. Commun"cate for Understandi and Buy- in

Our Iceberg Is Melting

5. Empower Others to Act 6. Produce Short-Term Wins

7. Don't Let Up

Tomorrow wt ",'II mOl

Our Iceberg Is Melting

8. Create a New Culture

KEY CONCEPTS

▸ Create urgency, dissatisfaction ▸ Guiding Coalition▸ Create vision▸ Communication and buy-in▸ Celebrate Wins▸ Persistence▸ SUCCESS▸ Anchoring

Guiding Coalition

A diverse group of stakeholders that is charged with leading and driving the change effort forward

CHARACTERISTICS

▸ Titles and positions add credibility▸ All levels of the organization

▸ Extroverts v. Introverts▸ Varied skills and abilities▸ Diverse viewpoints▸ Naysayers and champions▸ EMPOWERED to act

Performance Challenge

Statement

A clear, measurable statement that articulates the vision that is to be achieved

CHARACTERISTICS

▸ Change-oriented

▸ Time-bound

▸ Outcome driven

▸ Measurable

Measuring Progress

Measure and communicate progress, celebrate wins, and maintain momentum

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VISION why this It r ?

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End of challenge • new capacity

'., • celebrate results

• next PC!

Beginning of End(BOE) Criteria: - outcomes achi v d, - what was adaptive, is now routJne. - people have fulfilled commitments.

EXPAND on Succe

III Roger lewis & Associates 17

Our Challenge ExperienceCASE STUDY

ChallengeTo increase the financial stability of the organization through the creation of a comprehensive, client focused performance management system that results in the establishment of a centralized, cross program application process, and the establishment of a $1 million reserve of unrestricted funds by the end of 2017.

Challenge Elements

▸ Establish reserve fund

▹ $1,000,000 goal

▹ Policy for capitalization and use of the fund

▸ Implement “No Wrong Door” Service Delivery

▹ Centralized Intake

▹ New Client Management Information System (EmpowOR)

Guiding Coalition

▸ Rob Goldsmith - President and C.E.O.

▸ Bryan Phipps - Vice President and C.D.O.

▸ Janet Shrader - Vice President and C.F.O.

▸ Angie Groseclose - Vice President and C.O.O.

Communication

How Do We Get There?

ü Share the vision and plan

ü Gain buy-in from staff and board

ü Communicate every step of the way

ü Celebrate our successes

Communication

The Initial Presentationü Mission

ü What makes us a great CAA

ü Need for change

ü The Challenge Statement

ü Why these two particular goals

ü How we’ll get there together

ü Participation and input from staff

Communication

Celebrating Wins

Celebrating Wins

Tools and Resources

Exercises

▸ From ▸ To▹ Siloed services

▹ Cash constrained

▹ Disengaged staff

▹ Integrated services

▹ Adequate reserves

▹ Engaged staff at all levels of the organization

Exercises

“D”Dissatisfaction with the status quo; desire from all levels of the organization to make a change

“V”Clear vision for the future; level of engagement in the change effort by and among staff

“P”Process for implementing the change; a roadmap has been developed and is actively being followed

Change= D x V x P

The higher the score, the closer you are to overcoming the resistance to change and attaining the goal!

Tools

Profit & Impact Data (summary) Property I Une of business Profl t41blllty

A - Domestic Violence/Sexual $ Assault 8 • CASA ( Court Appointed $ Spedal Advocate) C - CHIP (Comprehensive $ (44 •• 251

O - RSVP $ (23,800) E· vtralnl. CARES $ (16,715) F· Improvin, Scholars $ (5,329)

G - Project DIscovery $ (9,785) H - Dental Oink $ (1,312) I - Business lendln, $ 49,152 J - Consumer lendi", $ (45,804) K-T' T $ ... ,t ,. l - VITA (VoIuntNr Income $ (6,287) Tax Assistance) M - Consultlnc $ 2,784 N - New Market Tn Credits $ 845,000 0 Indt .... . De .... Ie In nt $ 210 Ac.CI unt P - Head Start $ Q - Dickenson County Day $ (92,900) Co,. R - Home Ownership and $ (57,848) Housln, Counselln, 5 - Homeless PrOlrams $ (35,174) T Weath latlor $ (50,1&61 u -SectionS $ (42,164) V - Housln, Development $ (154,560) W · Property Milnalement $ (11,659) X - Adult $ Y - Youth $ Z • Dislocated Woriter $ (10,265)

.....:...

Im~ctof Total Expenses Pro,ram I~

0-._1

2.8 $ 541,248

2.4 $ 110,516

3.1 $ 74.1CJ1

1.8 $ 60,498 3.6 $ 171,479 2.8 $ 25,129

3.4 $ 40,62> 2.1 $ 13,462 2.6 $ 457;405 2.9 $ 69,804

3 $ 2' 049

2.0 $ 27,700

1.9 $ 2,216 4.0 $ 455,000 2. 2.2~

3.9 $ 4,309,228 2.9 $ 212,900

3.1 $ 227 ....

2.9 $ sa,591 2.4 399.299 2.1 $ 331,784 2.8 $ 1s..,560

2.1 $ 140,059 3.5 $ 468,808 3.5 $ 884,57' 3.0 $ 1,361,359

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Impact & Profitability Map

PROFITABIUTY -- .... -1.0 ~

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People inc. BuildIng FUtures Realizing Dreams ·

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Resources

LEADING CHANGE

JOHN P. KOTTER

I

NONPROFIT SUSTAINABILITY

Our Iceberg

Is Melting Changing and Succeeding

Under Any Conditions

John Kotter " ",, THE AWARO.WINNING AUTHOR ·~.utrQl(e Ol '"

FROM HARVARD 8U51HES5 SCHOOL $httf gen1US· J --­Holger Rathgeber --~­..... " /1

"

Foreword by Spencer Johnson, M.D., author of Who M~ My Cheese?"

Results How did we do?

Reserve F'ulnd TARGET: $1,000,000

FROM

-$0 in dedicated reserve funds

-Cash ~ow ebbs and ~ows

-Less than ideal financial indicators

Culture Shift

Participation in the performance challenge process spurred a new focus on employee engagement and creating a more spirited team environment. Involving all staff in the challenge process prompted us to create additional employee engagement opportunities in an effort to improve communications, improve staff morale, and ultimately help to break down the silos that have arisen through a historical focus on program based service delivery.

Lessons Learned

EVALUATIONS

The Partnership Wants Your Feedbackl

Please be sure to complete the evaluation for this session online,

via the CAPCON18 Event App.

Thanks in Advance for your Cooperation I

THANKS!Any questions?

Bryan Phipps Janet Shrader Angie Groseclosebphipps@peopleinc.net jshrader@peopleinc.net agroseclose@peopleinc.net