Collective Impact Tools & Techniques

A Tamarack Webinar EventDecember 17th, 2014

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Technical Considerations

Kirby EdmondsDCI Senior Fellow and Program

CoordinatorTFC Associates

Our Guest Presenters

Tom KlausPrincipal, Tom Klaus &

Associates

Russ GaskinManaging Director, CoCreative

Consulting

Roots to Fruit of Sustainable Community Change

Presented by Tom Klaus

About the R2F Framework Integrated model for facilitating long-term community change

Operationalized and tested in a “nested” backbone configuration: funder > statewide “primary backbone” > 19 local community “backbone coalitions”

Framework identifies internal and external processes in play that facilitate long-term community change

Internal processes (“roots”): Related to establishing a high performing local coalition backbones

External processes (“fruit): Successfully facilitated by a high performing coaltion to bring about policy, practice, social attitude and behavioral changes in community that “stick” for a long time

First wave of annual evaluation to be conducted in early 2015

R2F Tools

Self-Assessment (Currently available free upon request) Currently used by community coalitions to assess their progress in both coalition

development and community engagement progress

R2F Tailored Implementation Instruction and Training (January, 2015) R2F framework presented as a “min specs” approach to community transition Tailored instruction focused on helping sites develop strategies and tactics for use in

their unique communities and situations

R2F Tools

Online Evaluation Survey (available by Spring 2015 in conjunction with R2F training and instruction)

Online survey completed by individual members of the coalition backbones – individual people, not organizations

Eight scales – related to the major processes in the R2F framework Scales have been shown to have strong reliability in pilot tests Individual measures within scales have similarly been shown to have strong face validity

For more information about the R2F framework or any of these tools, contact:

Tom Klaus, Ph.D.

twklaus@nonprofitgp.com

Phone: 240-319-8525

Problem Identification Tool

Presented by Kirby Edmonds

Problem Identification ToolChangeable

Going Well Going Poorly

FIRm

Or FIxEd

Assets

Needs Maintenance

Constraints/Disasters

Problems

Sorting the Problems

• Fast Way-Dots or show of hands• More deliberative:

Use criteria such as: Importance Urgency Cost Difficulty

Advantages

• Simple self-assessment• Flexible in terms of nature of issues

(simple to complex)• Flexible in terms of time required

(1-3 hours or 1-2 days)• Engaging• Turns attention to what can be changed• Establishes priorities for improvement

The Key Initiator Approach

Presented by Russ Gaskin

Key Initiator Examples

Community Capital to move $1 billion in new capital to U.S. CDFI’s (3X success) Market differentiation at no cost

Solar Circle to bring U.S. cost of solar to 50% of supply by 2050 (on track for 2025)

Policy, industry coordination, research, new ventures

Better Paper to transition U.S. magazine industry to recycled paper (150+ titles) Best practices, myth-busting, research, testing

Impacting Poverty to move 5 million Americans out of poverty

The Southern Initiative to revitalize South Auckland, New Zealand

Non-GMO Supply Working Group return non-GMO corn and soy to market dominance

Clean Electronics Production to eliminate toxic exposures in electronics manufacturing

Utility of the Future create the US’s first vertically-integrated 100% renewable energy utility.

+1-202-525-6070 | russ@cocreativeconsulting.com

Key Initiator Situations

• The problem is chronic and previous attempts to solve it have failed

• Stakeholders have divergent worldviews and frames for defining the problem

• The system is complex and no one person has a view on the whole problem

• The system is fragmented and there is a distinct lack of communication and coordination among the parts

• The system is paradoxically dynamic yet stuck and while the influence of various actors shifts over time, there is no meaningful movement

• There is some level of anticipation among SOME stakeholders that new, more integrated solutions could emerge

+1-202-525-6070 | russ@cocreativeconsulting.com

Key Initiator Qualities

Characteristic Polarity

Held in high regard by their peers Humility & Confidence

High expertise in their part of the system/value chain Expertise & Ignorance

Proven collaboration abilities Self-interest & Common good

Willingness to really understand the issues/system, and courage to act quickly on that understanding

Analytical & Action-oriented

Able to represent their institution’s involvement Individual interests & Institutional interests

90% of participants are 100% committed to the goal; 10% are skeptics but open to evidence-based learning

Commitment & Skepticism

+1-202-525-6070 | russ@cocreativeconsulting.com

Key Initiator Principles

(Based on the work of Susan Davis)

“A deal is a good deal when it is good for all concerned”

Each member does what s/he loves to do, does uniquely well, and does as little else as possible

Build trust, build collective intelligence, and build momentum

Analyze fast, prototype early, and learn with our hands

Everything is a hypothesis, even our goal

Differentiate before we integrate

Leverage tensions

+1-202-525-6070 | russ@cocreativeconsulting.com

Comments or Questions?