1 December 8, 2015 YWCA USA Financial Leadership & Management Program Assessing Mission Impact for every woman 1 Join us on

2 WELCOME

3 Why are we doing this? Phase II – Purpose and Outcome Engage Senior Leadership Understanding your Association’s business model better How your programs create exceptional impact in a financially viable manner. Create a Matrix Map A visual representation of your organization’s business model. Make Strategic Decisions Analyze and make recommendations to strengthen your business model OutcomeAn understanding of your business model and action plan to strengthen it

4 Impact Strategy Financial Strategy

5 Impact Strategy Financial Strategy

6 A sample YWCA Association

7 Matrix Map Process

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9 Determining Programs What are your core activities? Mission-Specific Programs Fund Development Programs

10 Examples YWCA Sonoma County Safe House Shelter “A Special Place” Preschool Family Justice Center Therapy Program “Women, Wine & Cheese” DVAM Direct mail campaigns Grant writing YWCA Clinton Empowerment Center Children’s Center Health & Wellness Youth Program Social Impact / Diversity Signature Auction Annual Giving Private Donors Supporting Memberships

11 Questions Raised Do we have to put every program on the matrix map? Can we add programs we are not currently offering but would like to?

12 Other Questions?

13 Matrix Map Process

14 Example

15 Designing & Executing the Impact Assessment 15 DISCUSS the results and name the implications CONDUCT the assessment Determine HOW TO CONDUCT the assessment Determine WHO WILL PARTICIPATE in the assessment Provide BACKGROUND INFORMATION on the tool and programs SELECT AND TAILOR four impact criteria

16 Designing & Executing the Impact Assessment 16 Contribution to Intended Impact Excellence in Execution Criterion 3 Criterion 4 SELECT AND TAILOR four impact criteria

17 Impact Criteria 1. Contribution to Intended Impact Relative to other programs, how well does this program as it is currently executed contribute to what the overall organization aims to accomplish? 17

18 Signature Outcomes Racial Justice and Civil Rights Empowerment and Economic Advancement of Women and Girls Health and Safety of Women and Girls To increase the equal protections and equal opportunities of people of color. To increase economic opportunities for women and girls of color To improve the health and safety of women and girls of color. Relative to the other activities your organization engages in, how does each program contribute toward this outcome?

19 Impact Example YWCA Southeast Wisconsin How significantly does this program provide evidence of the organization’s commitment to the elimination of racism and empowerment of women, particularly women of color? YWCA Oahu Does this program advance the mission of eliminating racism and empowering women and do so in such a way that the community understands not only the contribution but also the mission of the organization?

20 Impact Criteria 2.Excellence in Execution As it is currently executed, is this program something we deliver in an exceptional manner? 20

21 Impact Example YWCA Southeast Wisconsin Is this program recognized both internal to the organization and in the broader community as one that is delivered exceptionally well? YWCA Oahu Are we the best in town to provide the program?

22 Contribution to intended impact Relative to other programs, how well does this program contribute to what the overall organization aims to accomplish? Excellence in execution Is this program something that the organization delivers in an exceptional manner? ScaleHow many people are touched or influenced by this program? DepthHow profound is the level of intervention with this program? Significant Unmet Need Is there significant competition or are there similar offerings of this program? Is there an adequate supply of services to meet the demand for them in our community? Community Building Does this program build community around the program or the organization as a whole? Leverage Does this program benefit from and nurture important relationships and partnerships inside and outside the organization? Mission Impact Criteria

23 Impact Example YWCA Southeast Wisconsin Contribution to Intended Impact Excellence in Execution Leverage Community Building YWCA Oahu Contribution to Intended Impact Excellence in Execution Significant Unmet Need (Gap) Leverage

24 Choosing Criteria

25 Designing & Executing the Impact Assessment 25 DISCUSS the results and name the implications CONDUCT the assessment Determine HOW TO CONDUCT the assessment Determine WHO WILL PARTICIPATE in the assessment Provide BACKGROUND INFORMATION on the tool and programs SELECT AND TAILOR four impact criteria

26 Designing & Executing the Impact Assessment 26 Provide BACKGROUND INFORMATION on the tool and programs

27 Designing & Executing the Impact Assessment 27 DISCUSS the results and name the implications CONDUCT the assessment Determine HOW TO CONDUCT the assessment Determine WHO WILL PARTICIPATE in the assessment Provide BACKGROUND INFORMATION on the tool and programs SELECT AND TAILOR four impact criteria

28 Senior Management Board? Staff? Determine WHO WILL PARTICIPATE in the assessment Designing & Executing the Impact Assessment

29 Criteria for Participating A foundational understanding and knowledge of the programs Trust and ability to be candid

30 Designing & Executing the Impact Assessment 30 DISCUSS the results and name the implications CONDUCT the assessment Determine HOW TO CONDUCT the assessment Determine WHO WILL PARTICIPATE in the assessment Provide BACKGROUND INFORMATION on the tool and programs SELECT AND TAILOR four impact criteria

31 Designing & Executing the Impact Assessment 31 Online Assessment Manually In-Person Determine HOW TO CONDUCT the assessment

32 Association Name Assessing Mission Impact Customized Criteria: Contribution to Intended Impact Excellence in Execution #3#4 Mission Impact Program 1 #DIV/0! Program 2 #DIV/0! Program 3 #DIV/0! Program 4 #DIV/0! Program 5 #DIV/0! Program 6 #DIV/0! Program 7 #DIV/0! Program 8 #DIV/0! Program 9 #DIV/0! Program 10 #DIV/0! Program 11 #DIV/0! Designing & Executing the Impact Assessment

33 Designing & Executing the Impact Assessment 33 DISCUSS the results and name the implications CONDUCT the assessment Determine HOW TO CONDUCT the assessment Determine WHO WILL PARTICIPATE in the assessment Provide BACKGROUND INFORMATION on the tool and programs SELECT AND TAILOR four impact criteria

34 Designing & Executing the Impact Assessment Conduct individually Come together in a meeting and share results Discuss areas where there are discrepancies Take averages

35 Designing & Executing the Impact Assessment 35 DISCUSS the results and name the implications CONDUCT the assessment Determine HOW TO CONDUCT the assessment Determine WHO WILL PARTICIPATE in the assessment Provide BACKGROUND INFORMATION on the tool and programs SELECT AND TAILOR four impact criteria

36 Assessing Mission Impact

37 Matrix Map Process

38 Matrix Map Process

39 True Program Costs Direct Costs Shared Costs Admin Costs

40 Allocating Revenue Allocated to Mission- Specific Programs Government contracts Restricted foundation grants Fee for service money Allocated to Fund Development Programs Unrestricted contributions by individuals or foundations Special events

41 Profitability Worksheet

42 Matrix Map Process

43 Matrix Map Process Feb. 3 rd

44 Homework 1.Review Mission Impact Criteria and Program Overview sheets 2.Assess mission impact 3.Start thinking about profitability

45 Homework Please complete and return the “Assessing Mission Impact” sheet by January 9 th Submit to

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47 YWCA FLM: Discussion Site

48 Determining ProgramsChapter 4; Pages Assessing Mission Impact: Choosing criteria Chapter 5; Pages Assessing Mission Impact: Program overview Chapter 5; Pages Assessing Mission Impact: Conducting the Assessment Chapter 5; Pages Determining ProfitabilityChapter 6

49 The Spectrum Team Steve Zimmerman Steve Strang Lauryn Burkhalter Shelly Schnupp

50 Our Timeline Feb. 3 rd Jan. 9 th Jan. 12 th Jan. 25 th Spectrum To Do Jan. 26 th – Feb. 2 nd

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52 Steve Zimmerman Spectrum Nonprofit Services