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Repurposing Volunteer Work to Gather Data

This is a guest post by David Bonbright, co-founder and chief executive of Keystone Accountability.

By David Bonbright

When we study the existing approaches and tools used to understand the results of organizations that seek to create social value, we can see that something new and exciting is slowly being born.

For the first time, a performance measurement approach is gaining traction that takes seriously those who are meant to benefit from their work. This approach, known as constituency voice or beneficiary feedback, uses techniques familiar to us from customer satisfaction surveys, combining them with lesser known, but tremendously important social accountability methods such as community scorecards and deliberative democracy.

But even as constituency voice methodology proves its value, it has to break through the cost barrier. By definition, the people who tend be the least heard are those who lack access to technology, and even literacy, and therefore won’t be easy to reach through the Internet. To engage them one needs to conduct survey interviews, either face-to-face or by telephone. To give respondents the confidence that their feedback will not be used against them, it needs to be collected by people who are trusted to be independent. In the commercial world, this means independent professionals of the type that the customer satisfaction firms employ. And this requires the most coveted type of funding for grant-funded organizations – unrestricted income. Few nonprofits have enough of this kind of money.

For the past two years Keystone Accountability has been developing and testing a very low cost model that utilizes volunteers to collect constituency feedback from those who are meant to benefit from social programs. The work so far has utilized undergraduates engaged in service learning programs. There are three major benefits to university service learning for feedback collection. First, universities can hold and sustain arm’s length, high trust, ongoing relationships with civil society organizations. Second, they have the capability in their faculties to provide statistical and survey expertise to support the volunteers. Third, they have a self-renewing supply of volunteers.

It is clear from Keystone’s pilot work with undergraduates from two American universities – St. John’s University and Georgetown – that undergraduate volunteers can undertake meaningful feedback data gathering.

In Keystone’s pilots, the student volunteers worked with the charities and their constituents to develop short questionnaires. They then conducted interviews with random samples of the charities’ constituents. Finally, with the help of their professors, they analyzed the data and presented it to their “clients”.

The students rated the experience of feedback data gathering higher than the usual volunteering activities as they enjoyed the constituent interviews and could see that they were making a real contribution to the organizations. In one case, a charity discovered that it needed to change one of its basic services – and it subsequently did so. Another discovered a demand for a new service that it also later met through a new program. In all cases, the feedback generated new insights and opportunities for the charities to improve.

There is much to learn as we take these fledgling efforts forward, but this just might be the beginning of a repurposing of volunteering to contribute to one of the most difficult problems in philanthropy and social investing – enabling everyone in the ecosystem to have in real-time empirically rigorous data on constituent satisfaction.

Philanthropy Daily Digest 09/22/2011

Posted from Diigo. The rest of my favorite links are here.

YouthTruth & Beneficiary Feedback

This is a guest post by Valerie Threlfall, Vice-President of The Center for Effective Philanthropy’s beneficiary feedback YouthTruth initiative.

By Valerie Threlfall

The power of feedback is almost universally acknowledged. Every day, millions of people turn to reviews written by end-users in Yelp, Trip Advisor, GreatNonprofits, and Global Giving to inform their purchasing and philanthropic decisions. The end-user’s perspective on their experience is seen as an asset just about everywhere—except in the world of foundations.

Consider a recent report published by the Center for Effective Philanthropy (CEP). The State of Foundation Performance: A Survey of Foundation CEOs, updates work CEP completed a decade ago, looking at the types of data foundations use to assess their performance. While the report shows that foundations are increasingly looking to a range of indicators, notably surveys of grantees, only about a quarter of funders gather feedback from beneficiaries in any way. This, despite analysis showing that it may be among the most valuable types of feedback. CEOs of foundations who collect beneficiary feedback rate themselves as having a better understanding of the progress their foundation is making against its strategies and a more accurate understanding of the impact the foundation is having on the communities and fields in which it works.

As head of CEP’s YouthTruth initiative, which gathers comparative feedback from students – the ultimate beneficiaries of education reform efforts, I have seen the power beneficiary feedback can have in informing local school change efforts. Consider this recent post about The California Endowment’s YouthTruth experience. So the question I ask myself is this: How can we better understand why foundations have not seriously embraced beneficiary feedback, and how can we encourage its use?

To elevate beneficiary perspectives, I am convinced that at least three things need to happen.

· We need to believe as a field that beneficiaries’ perspectives matter.

· Foundation leaders need to understand the connection between beneficiaries’ perspectives and good strategy – to acknowledge that this data has the potential to inform funders’ theory of change.

· And we need easy-to-use tools to collect and make sense of the feedback as we acquire it.

The third area is where we have made the most progress, as we are increasingly well-positioned with new tools for efficiently gathering and processing beneficiary feedback. Now we need to push ourselves on these first two points.

With regard to the first, we need to address the biases that convince some in the field that beneficiary feedback is less valuable or objective than the opinions of say, grantees or donors.

Daniel Stid describes the situation this way on Bridgespan’s blog:

“The working assumption of the suppliers [of nonprofit human services] and their funders alike is that they know what is best for the individuals and families they are serving… reducing [beneficiaries] to passive recipients… And why bother [gathering feedback] when your beneficiaries can’t really take their business elsewhere?”

With regard to the second point, can foundations expect to learn anything that will enable them to make different decisions from beneficiary feedback? Speaking from my own experience, we don’t know for sure, but we are getting close.

YouthTruth was started by CEP, with support from the Bill & Melinda Gates Foundation to test this very notion. To date, YouthTruth has gathered perspectives from more than 71,000 students from 164 schools nationwide. With this dataset, we have been able to examine the degree to which there are systematic differences in student perspectives based on the type of school they attend, as one example.

Moreover, we have the ability to identify differences in student perceptions — for instance, about their futures — across groups implementing a common strategy, and provide insights about the relative effectiveness of various efforts. This to me seems like helpful and actionable data that can inform funders’ decision-making. While this is one isolated example, we need many more experiments to push our thinking about the benefits and limits of beneficiary feedback.

I would argue that since beneficiaries are ultimately the people we are all trying to serve, we need to take dramatic steps to take their perspectives into account.

We need to ask each other the tough questions about why this feedback is not being more widely used and challenge ourselves to determine the potential of beneficiary feedback once and for all.

The Ultimate Question for the Nonprofit Sector

This is my newest column for the Chronicle of Philanthropy. You’ll find an archive of my past columns here.

Foundations and nonprofits are constantly looking for the right tools to measure success.

One of the most effective sources of information might come from the people who rely on an organization, suggests a new the book, The Ultimate Question 2.0, in which the veteran management consultant Fred Reichheld demonstrates that asking one simple question of a business’s customers can often reveal more about their performance than more traditional financial or product analyses.

The question is: "How likely is it that you would recommend Company X to a friend or colleague?"

Since recipients of nonprofit services don’t typically pay the costs of the services they receive, this approach to measuring results must be modified when applied to the social sector.

But a number of organizations are working on ways to reach out to beneficiaries of a nonprofit or foundation as well as to the general public. In so doing they may find the same connection Mr. Reichheld did.

The Center for Effective Philanthropy is one of the pioneers of this work.

For more than a decade, it has conducted studies of grant recipients and others to help foundations figure out how to reinforce strengths and fix weaknesses. Its flagship Grantee Perception Report has now been commissioned by more than 190 foundations.

The center has also been working on a Beneficiary Perception Report. Its pilot program is called YouthTruth and gathers the feedback of high school students who attend schools supported by The Bill & Melinda Gates Foundation.

In a report published this month, the Center for Effective Philanthropy notes that few foundations collect information from beneficiaries. The fact that the intended recipients of foundation programs are rarely asked for feedback highlights how much room there is in the social sector for Ultimate Question type measurement approaches to be deployed.

Keystone, a London charity, is also doing important work to gather and analyze the views of people a charity tries to serve.  They are working with students in university service learning programs to gather what they call constituent voice; feedback from the beneficiaries of nonprofit programs

Since foundations serve the public good and not just one group of beneficiaries, they must reach out to a lot of different kinds of people to assess their work.

The James Irvine Foundation, for instance, has been publishing their Grantee Perception Report from the Center for Effective Philanthropy and actively seeking public feedback on their annual performance. Importantly, the foundation’s president, Jim Canales specifically says they are looking for feedback from critics of their work.

"The power dynamic inherent in philanthropy makes it critical that we resist the temptation to talk more than listen," Mr. Canales writes, "precisely because people will always listen politely to anything we have to say, regardless of its utility."

He recognizes that nonprofits tend not to tell foundations when they’re doing a bad job and it is the rare foundation that has ever lacked enough groups eager to take its money.

A similar dynamic exists between many beneficiaries and nonprofits, because a person in need of social services rarely is in a position to turn down subpar assistance. Few nonprofits ask such clients what they could do to better serve them. But organizations could make more vigorous efforts to encourage such feedback.

It is with this dynamic in mind that I’m reminded of a plea by Frederick Hess of the American Enterprise Institute for foundations to not react defensively when they are criticized but instead to actively seek out and encourage criticism.

"Foundations need to make it conscious policy to welcome-and even encourage-criticism." Mr. Hess wrote in Philanthropy, the magazine published by the Philanthropy Roundtable.

"Given that even tart-tongued observers will be unusually reluctant to share their thoughts, foundations need to make it extravagantly clear that they will not blacklist critics-or look kindly upon those who do. Only this kind of scrutiny, will flag blind spots, wishful thinking, or ineffective spending.

Whether the foundation personnel agree with such assessments, engaging with them is essential to forestalling the plagues of hubris and groupthink that are so much a part of human nature."

It is asking a lot of any organization to actively seek out criticism. But it is only by asking for constructive feedback that nonprofits and foundations can expect to improve the quality of their contributions to society.

Philanthropy Daily Digest 09/17/2011

Posted from Diigo. The rest of my favorite links are here.

Vacation

I’m going on vacation!

Next week, my column for the Chronicle of Philanthropy will be published here on the blog. Following that, we’ll have guest posts from two of the organizations mentioned in my column. The following week, I also have some scheduled guest posts lined up. Depending on how far behind I am when I return, hopefully I’ll be publishing some original posts as well.

Thanks to all of you for reading. I’m constantly amazed and honored by what an interactive and supportive community shows up to see what I’m writing. Thank you!

Philanthropy Daily Digest 09/16/2011

Posted from Diigo. The rest of my favorite links are here.

Philanthropy Daily Digest 09/15/2011

Posted from Diigo. The rest of my favorite links are here.

Reader Suggestions for Next Hewlett President

HewlettPaul Brest, president of the Hewlett Foundation, comments on my post yesterday:

“I am not taking any part in the search for my successor as president of the Hewlett Foundation, but if I were on the Foundation’s search committee I would welcome ideas from readers of Sean’s blog.”

Below is the list of people suggested by the Tactical Philanthropy community as potential successors to Paul Brest. Given the number of emails I got from readers (I’m intrigued that not a single person made a public suggestion via a comment, but instead most emails reiterated the importance of anonymity), I’ve listed those people who were suggested by at least two different readers. If your suggestion didn’t make the list or if you have yet to make your suggestion, leave your thoughts as a comment to this post.

So here we go…

Jeff Bradach: Jeff is co-founder and managing partner of the Bridgespan Group, a nonprofit consulting firm well know for their work with foundations and philanthropists.

Phil Buchanan: Phil is the president of the Center for Effective Philanthropy, a leading research organization focused on providing information to help improve the effectiveness of foundations.

Jim Canales: Jim is the president of the James Irvine Foundation and is well known for pushing the philanthropic field to be more transparent.

Jed Emerson: Jed has played many roles in philanthropy and impact investing. He has worked in the past at the Hewlett Foundation and is well known to most readers of this blog.

Katherine Fulton: Katherine of president of the Monitor Institute, a consulting firm and think tank focused on working with organizations seeking to achieve social impact.

Paul Grogan: Paul is president of the Boston Foundation where he has a led a shift at the foundation to focus on making unrestricted, general operating support grants.

Michael Kaiser: Michael is the president of the Kennedy Center for the Performing Arts. Before entering the social sector, Michael founded a strategic planning firm that worked with large corporations.

Grant Oliphant: Grant is the president of the Pittsburgh Foundation. Grant is outspoken, shows up regularly in blogs, video chats and other public venues and has a history of supporting philanthropic infrastructure.

Sonal Shah: Sonal was the first head of the Office of Social Innovation at the White House. Prior to working there, she was head of global development initiatives at Google. Sonal recently left her position at OSI.

Paul Shoemaker: Paul is the public face of the Social Venture Partners movement and has been deeply involved in many initiatives to advance the field of philanthropy.

Nancy Roob: Nancy is the president of the Edna McConnell Clark Foundation, a foundation known as a leading practitioner of evidence-based grantmaking and the recipient of the largest grant from the Social Innovation Fund.

Bob Ross: Bob is the president of the California Endowment… and he has a blog!

Albert Ruesga: Albert is the president of the Greater New Orleans Foundation and is well known to philanthropy blog readers as the author of the White Courtesy Telephone blog.

Fay Twersky: Fay recently joined the Hewlett Foundation as a senior fellow who “will work with President Paul Brest and the Foundation’s program teams to refine and consolidate the Foundation’s efforts to measure the progress and effectiveness of its grant portfolios… [and] will spend some of her time writing and offering reflections to the field on issues facing both nonprofit and philanthropic institutions.” Previous to joining Hewlett, she was at the Gates Foundation designing and developing their Impact Planning & Improvement division. According to Paul Brest, “Fay Twersky is simply one of the most knowledgeable and strategic thinkers in the field of philanthropy.”

Jane Wales: Jane is president of World Affairs Council of Northern California, president of the Global Philanthropy Forum and president of the philanthropy program at the Aspen Institute (yes, all three). She’s also host of the nationally syndicated NPR radio show “It’s Your World”.

Al Gore: This one only got one mention. But I add it in because it is oddly appropriate. Vice-president Gore has been out of politics for some time and focused on environmental issues (a core program for Hewlett). In the age of the Giving Pledge, might taking over the presidency of a multi-billion dollar foundation be a new role of choice for ex-global leaders?

I think this is a fascinating list. It is far from exhaustive, but certainly seems to line up well with the list of characteristics I said I was hoping to see in Hewlett’s next president.

However, I have a challenge to the Tactical Philanthropy community. Where are the leaders of nonprofit organizations on this list [update: I meant nonprofit direct service organizations]? Might not a major foundation and the field of philanthropy benefit from at least considering the leader of a top nonprofit organization?

I hope you will consider adding more suggestions to this list or adding your thoughts to those who have been named in the comments section.

Discussing Hewlett President Selection: Presumptuous?

I’ve gotten lots of fascinating suggestions from readers of potential candidates to replace Paul Brest at the Hewlett Foundation. But first I want to discuss some pushback I’ve been getting from people who believe we shouldn’t even be having this discussion (to be clear, I’ve received no such complaints from anyone at the Hewlett Foundation).

The Hewlett Foundation is a private foundation whose board has sole and absolute authority to select their next president. But they are also an organization that seeks to exert influence on the public good and actively seeks to engage with the public. I see absolutely nothing wrong with having a public discussion about the decisions that Hewlett, or any large foundation, makes or contemplates making. These sorts of discussions happen all the time in regards to large for-profit companies. In both the for-profit and nonprofit case, the boards have authority to make the decisions they see fit and the public has the right to express any opinions they might have.

That being said, the emails I’ve gotten from very senior members of the philanthropic community – people whose opinions I respect very much – suggest that my hosting this discussion is far more controversial than I might have guessed. I intend no disrespect to the Hewlett board. I do not believe that anyone other than the board has or should have any vote on the matters of the Hewlett Foundation. I do not presume that my opinions or the opinions of my readers are any more valid than anyone else’s. I readily admit that my goal – advancing the field of philanthropy – overlaps with only a portion of the Hewlett Foundation’s mission.

But there is nothing wrong with the public, stakeholders in the common good over which the Hewlett Foundation and all large foundations seek to exert influence, holding discussions and expressing opinions on the actions of these foundations.

Why am I hosting this discussion? Because I, and every reader of this blog, have a vested interest in the development of the field of philanthropy. The Hewlett Foundation has been the most influential foundation exerting influence over the development of our field under the leadership of Paul Brest. With Paul announcing he is stepping down, I care a lot about who replaces him. Do I have any say in the matter or should I have one? No. But the public has every right to discuss those things which effect us. This is a bedrock principal of a vibrant public commons and the field of philanthropy does itself a disservice if it seeks in any way to limit public discourse about the development of the field.

The majority of the comments I’ve received about this discussion have been very positive. Of the negative ones that suggested I was breaching some kind of taboo, most were framed as not so much a complaint from the author but a warning that the discussion would be frowned upon by others.

Maybe I am breaking some unwritten rule that the decisions of foundations boards should not be discussed in public. But if that is in fact an unwritten rule, it is one I feel completely at ease breaking. I see no ethical prohibition on members of the public debating the decisions of foundations boards. I also will defend completely the right of private foundations to make whatever decisions their boards’ see fit.