Capture, Codify, and Share Knowledge

Capture, Codify, and Share Knowledge

Build DEI Capacity and Share Knowledge

You need this if you want to: Capture data (quantitative and qualitative) and share lessons with others to facilitate sector-wide learning.

Key activities conducted by the DEI specialist may include:

  • Identify key metrics for tracking. Gather and analyze DEI data to evaluate progress.
  • Share analysis and findings with key stakeholders. Facilitate discussion and reflection.
  • Identify and validate practices that correlate with desired outcomes. Capture and codify these best practices for organization-wide sustainability and replication.  
  • Share best practices externally to facilitate sector-wide learning, define format and messaging (e.g., case studies, webinars), and create and share content. Track and capture impact on field.

Does this look similar to what you’re looking for? If yes, fill the form below, and we will be in touch with you shortly.


Start the Conversation

Start the Conversation

Prepare Your Community

You need this if you want to: Build shared understanding of DEI as well as issues of race, class, power and privilege among key stakeholders.

Key activities conducted by the DEI specialist may include:

  • Conduct workshops or other forms of trainings to help leadership, staff and board members build shared understanding of systemic inequities and enable reflection on how the organization’s work is affected by and perpetuates systems and structures of oppression.
  • Create leadership and team resolve to work towards addressing systemic inequities through your work.

Does this look similar to what you’re looking for? If yes, fill the form below, and we will be in touch with you shortly.


Build Partnerships

Build Partnerships

Build DEI Capacity and Share Knowledge

You need this if you want to: Actively partner with other organizations to further DEI in the field and in society.

Key activities conducted by the DEI specialist may include:

  • Work closely with leadership to identify partnership goals and potential partner profiles.
  • Identify a target partner list of mission-aligned organizations across geographies.
  • Develop supporting materials (overview documents, brochures, MoU) to communicate partnership goals and format to target partners.
  • Support leadership in conducting outreach to potential partners with follow-up as needed.

Does this look similar to what you’re looking for? If yes, fill the form below, and we will be in touch with you shortly.


Build Your Organization’s DEI Capacity

Build Your Organization’s DEI Capacity

General Prepare Your Community

You need this if you want to: Prepare board, leadership and staff so they are equipped to become DEI leaders.

Key activities conducted by the DEI specialist may include:

  • Provide training and coaching support to leaders and board members to deepen their understanding and commitment to DEI, equip them to lead diverse, inclusive and equitable teams, and build comfort in talking about systemic inequities and their impact.
  • Build leadership capacity to manage, support and coach their teams through the change process.
  • Build staff capacity and resolve to engage in issues related to race, class, power and privilege. Facilitate conversations on power and privilege that openly address current organizational dynamics and speak to the change required to achieve equity at the organizational and systemic levels.

Does this look similar to what you’re looking for? If yes, fill the form below, and we will be in touch with you.


Effective capacity building: A brief guide for intermediary organizations

Intermediaries

This blog post first appeared in the National Afterschool Association‘s newsletter. Although the focus of the post is on intermediary organizations that support out-of-school-time providers, the content will likely be of relevance to other social service intermediaries whose primary role is to build the capacity of frontline social sector organizations as well.

Visit the Afterschool Expert Hub here and read more about our partnership here


Intermediary organizations play a critical role in the afterschool ecosystem by connecting out-of-school-time (OST) providers to each other and to other stakeholders – including policymakers, funders, parents and communities. Although they may differ in size, structure and approach, they share the common goal of creating and sustaining an impactful ecosystem – and research confirms that they make enormous contributions to the scope, scale, and effectiveness of grassroots providers.

In this post, we share:

  • Three guiding principles for intermediaries interested in effective capacity building.
  • Five ideas for projects that enable intermediaries to strategically contribute to the performance of the OST providers with whom they work.
  • A few key considerations for intermediaries as they work to expand provider capacity.


Three guiding principles for capacity building

  1. Customize it: Organizational capacity needs can differ based on factors such as program model, size and phase of development. Research indicates that providers are more likely to value and learn from a capacity building effort that is based on an informed understanding of their unique circumstance – and is tailored to meet their unique needs.
  2. Keep it continuous and consistent: Organizational transformations rarely happen overnight. Acquiring new skills and knowledge, applying them to individual contexts and sticking it out through the often uncomfortable process of change requires consistent and continuous efforts. Since capacity building needs may vary during this process, intermediaries should make available a variety of approaches that include structured experiences (e.g., workshops), over-the-shoulder assistance (e.g., consultative advice), and web-based resources.
  3. Build capacity for capacity building: An effective capacity building system recognizes that providers should be the starting point for change and therefore, involves them in the building and shaping of their own capacity building effort. For instance, needs assessments and knowledge-sharing efforts allow providers to benchmark themselves with other similar organizations, identify their own gaps and drive their own growth.


Five ideas for capacity building projects

Consistent with the principles outlined above, here are the five ideas for projects that intermediaries can help the providers they work with undertake:

  1. Needs assessment: A systematic and unbiased appraisal of providers’ organizational capacity can be the lynchpin of all subsequent capacity building efforts. It can help identify providers’ strengths and weaknesses and surface cross-cutting needs that might benefit from a coordinated capacity building effort. When done well, needs assessments can also help set the stage for crucial conversations with program leadership on quality and generate buy-in for subsequent capacity building initiatives.
  2. Training: Group-learning experiences, such as training programs, workshops and seminars, are best suited for situations where multiple providers have the same needs and are at similar stages of development. Trainings can focus on programmatic areas (e.g., STEM, family engagements, literacy, project-based learning, building social emotional skills, etc.) and non-programmatic areas (e.g., strategic planning, governance, fundraising, communications, etc.). View a sample scope for a training program here.
  3. Targeted technical assistance: Tailored technical assistance is ideal when you want to assist a provider with a specific need, and it is typically delivered through a consulting engagement in a one-to-one setting. View sample scopes for technical assistance in areas such as strategic planning, fundraising, communications strategy and board workshop facilitation.
  4. Knowledge sharing: Intermediaries can help providers learn from each other and from best practices by identifying, gathering, and disseminating relevant information, lessons learned, promising practices, replicable models, and innovations. They also serve as a conduit for ideas drawn from sources outside the immediate circle of grassroots organizations, such as academics, policymakers, and advocacy groups.
  5. Evaluation: Finally, effective intermediary organizations know that providing technical assistance are not enough. They must also evaluate the impact of the technical assistance to see if it results in improved performance. View a sample scope for an evaluation project here.


Key Considerations

While considering capacity building interventions for providers, here are some key considerations:

  • Define project scope, timeline and budget upfront: Before undertaking any capacity building effort, it is important to determine the scope, timeline and budget. Usually, these three elements are interlinked, and changing one will impact the others. For instance, if your budget is limited, you will need to reduce the project scope or extend the timeline within which the work needs to be accomplished. When an organization lists projects at the Afterschool Expert Hub, we invest time and effort into understanding, articulating and prioritizing its needs, resulting in clear, well-defined project scope that is aligned to its budget and timeline. This in turn sets expectations, aligns all stakeholders and increases the likelihood of project success.
  • Decide on whether to stay in-house or go with an outside consultant: An intermediary’s approach to this question may vary depending on the circumstances. Using in-house staff might save money, but you need to assess if your team has the time, capacity, technical knowledge, facilitation skills and sensitivity to the types of issues that may arise during the process. Based on your assessment, you may determine that working with an outside consultant who brings added capacity, knowledge, experience and objectivity may be helpful. If you do decide to go with an outside consultant, ensure that you are comparing proposals from multiple vetted consultants to determine the best fit. Learn how we do it.
  • Ensure buy-in from program board and staff: Any change process requires internal commitment to learning in order to be successful. Buy-in must come from both staff and board leadership. Ensuring that the provider plays a role in defining the scope of the project and has a voice in deciding whom to engage with are some ways of getting commitment.
  • Clarify who will bear the cost of the intervention: In some cases, the intermediary bears the cost of the intervention. In other cases, the program provider pays for some or all of the cost of the intervention. Either way, it is important to discuss and agree on who will pay, how and when.
  • Determine how you will measure and track the success of the intervention: It can be difficult to measure improvements in organizational capacity and even more difficult to make the connection between capacity improvements and organizational outcomes. It is therefore important to set goals, articulate expectations and define metrics and a process for collecting and evaluating data upfront.

 

Painkillers and Vitamins: Rethinking the Scope of Education Consulting Projects

General

Start-ups are often encouraged to reflect on whether their products are painkillers or vitamins. A painkiller makes a specific problem go away. Vitamins compensate for deficiencies and are good for growth and long-term health.

This analogy can apply to project-based work as well. When education organizations reach out to us at Catalyst:ED and ask to be connected to an expert consultant, they are usually looking for a painkiller. Perhaps a dysfunctional Board needs to be re-aligned and re-energized. Or a grant proposal needs to be written urgently to meet a deadline. Or a bloated transportation budget needs to be brought under control. In each of these cases, there is a clearly identified pain-point and a clear vision for what success looks like. Less often, organizations will ask for a vitamin – someone who can build organizational strength and capacity. Examples include coaching for senior leadership or setting up a mentoring program for novice teachers. Like vitamins, these are good for an organization’s health, but can also seem like a “nice-to-have” rather than a “must-have” for a cash-strapped school or nonprofit.  

What if all consultants were coaches? 

A recent conversation I had with Jimmy Henderson, CEO at EdFuel, brought up an interesting perspective. Jimmy suggested that short-term engagements in the social sector should not just be about doing the work, but also about building organizational capacity by exposing it to new ideas and helping develop staff expertise to carry the work forward. In terms of our analogy, social sector consulting engagements need to be set up so that they are not just painkillers, but also vitamins.

That’s an argument that’s hard to refute for those of us who have signed up to do purposeful and high-impact work. Indeed, some of the most successful consultants in our network see themselves as coaches, not just telling organizations what to do, but also teaching them how to do it. Yet, despite our stated commitment in the sector to teaching people to fish rather than just giving them fish, we don’t necessarily think in the same way when it comes to organizations. As a result, most projects are not explicitly set up with the understanding that organizations will learn alongside the consultant.

Teaching an organization to fish

Why don’t most projects include the vitamins in addition to the painkillers?

For starters, organizations are typically focused on solving the problem at hand, and it doesn’t occur to most of them – especially the ones that are less experienced at using short-term talent – to leverage their consultant talent in this way. Additionally, organization leaders often turn to consultants because their team doesn’t have the time and capacity to do the work – understandably, dedicating staff time to learning with the client can seem like a luxury they cannot afford [1]. A third issue revolves around money: Who should bear the cost for the added time invested by the consultant in training the staff? Given organizations’ limited budgets, anything that seems more oriented to long-term benefits rather than addressing the immediate challenge at hand is often the first to be left out of the project scope. A final concern is around consultant capacity. Not all consultants have the mindsets and skillsets required to be a trainer and coach. 

What might be some solutions to these challenges? Taking a cue from behavioral economics, we are nudging organizations by including a coaching component as a default option in every project that we scope out (although the decision on whether to keep it in there or remove it will continue to rest with the organization). Additionally, influential stakeholders (e.g., board members, funders, nonprofit incubators, etc.) can stress to organizations the importance of investing time and resources into learning from consultants and not just outsourcing to them. While organizations should ideally be willing to invest in building their capacities, funders might also want to take a more active role by showing a willingness to underwrite some of the costs.

There are also creative ways in which organizations can ensure that learning happens despite time constraints. A junior member of the team could be asked to work closely with the consultant, learning the ropes along the way. Weekly calls could be used as an opportunity to not just check in on the project’s progress, but also ask questions about how an analysis was conducted. Organizational leadership could ask to review notes from interviews and focus group discussions, so they can learn about what their constituents think more broadly rather than just relying on the sound bites that make it to the presentation deck.

Consultants also need to see themselves as coaches and build their coaching muscles. After all, people take painkillers only when there is pain, but they take their vitamins on an ongoing basis. More broadly, as consultants, we have the privilege of learning from every project that we work on – even when we are the experts. From that perspective, ensuring that organizations similarly learn from us is not just the smart thing to do, but also the right thing to do.

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Notes:

[1] If organizations had the time to dedicate to learning then couldn’t they just do the work themselves? Perhaps, but it would undoubtedly take them a lot longer to learn it without expert help. The benefit of working with an expert is that they can show you the right path quicker and get you to the desired destination more efficiently and with fewer false turns down the road.