GuideStar webinar on 04/24/12. Andrea Affeltranger, Director, Nonprofit and Philanthropic Leadership and Practice, Independent Sector; Robert Wade Anthony, Founder and Executive Director, Adolescent Wellness; José Fernández, Director, GuideStar Exchange; Melanie Matthews, Director of Capacity Building and Operations, Campion Foundation; and Mikaela Seligman, Vice President, Nonprofit and Philanthropic Leadership and Practice, Independent Sector (moderator)

1. April 24, 2012
Moderator
Mikaela Seligman, Vice President, Nonprofit and Philanthropic Leadership and Practice,
Independent Sector
Presenters
Andrea Affeltranger, Director, Nonprofit and Philanthropic Leadership and Practice,
Independent Sector
José Fernández, Director, GuideStar Exchange
Guest Speakers
Melanie Matthews, Director of Capacity Building and Operations, Campion Foundation
Bob Anthony, Executive Director, Adolescent Wellness, Inc.
#chartingimpact

2. Mikaela Seligman
Vice President, Nonprofit and Philanthropic
Leadership and Practice
Independent Sector
#chartingimpact

3. April 24, 2012
Technical Assistance: 1-866-229-3239
Outside of US + 1 408-435-7088
Submit questions using the Q&A Box in lower right-hand corner of
your screen
Join us in live tweeting #chartingimpact
#chartingimpact

4. Nearly 200 nonprofit and foundation leaders helped
to develop, test, and refine Charting Impact since
2009.
130 Charting Impact Reports have been published.
More than 800 organizations have started their
Reports.
More than 27,000 unique visits to ChartingImpact.org

5. In what role are you approaching today’s
discussion? What “hat” do you have on?
- Staff at a nonprofit organization
- Grantmaker or foundation staff
- Infrastructure or membership association
- Donor
- Board member
- Volunteer
- Researcher
- Consultant
- Other
#chartingimpact

6. How have you engaged with
Charting Impact so far?
- Published a report on ChartingImpact.org.
- Started a report on ChartingImpact.org.
- Visited the ChartingImpact.org website, but haven’t
started a report.
- Heard about Charting Impact, but haven’t visited the
website yet.
- This is the first I’ve heard about Charting Impact.
#chartingimpact

7. What are you hoping to learn about
Charting Impact today?
- What process we should use to complete our
organization’s responses
- Tips for what to include in our answers
- How to publish our report online
- How to participate in the three reviews on the website
- Suggestions for using our completed report
- Something else
- I’m not sure, but I’m interested to hear more
#chartingimpact

8. 1. What is your organization aiming to accomplish?
2. What are your strategies for making this happen?
3. What are your organization’s capabilities for doing this?
4. How will your organization know if you are making progress?
5. What have and haven’t you accomplished so far?
A framework for advancing strategic thinking.
A standardized method for sharing concise information with key
stakeholders and the public.
#chartingimpact

9. Benefits Include
• Encouraging people to invest their money, time,
and attention in effective organizations.
• Highlighting the difference your organization
makes.
• Sharpening your approaches.
• Positioning your organization to work with and
learn from others.
#chartingimpact

10. Andrea Affeltranger José Fernández
Director, Nonprofit and Philanthropic Director, GuideStar Exchange
Leadership and Practice GuideStar
Independent Sector
#chartingimpact

11. 1. What is your organization aiming to accomplish?
2. What are your strategies for making this happen?
3. What are your organization’s capabilities for doing this?
4. How will your organization know if you are making progress?
5. What have and haven’t you accomplished so far?
A framework for advancing strategic thinking.
A standardized method for sharing concise information with key
stakeholders and the public.
#chartingimpact

12. Compile Information
Mission statement
Vision statement
Strategic plan
Logic model
Theory of change
Program descriptions
Evaluation plans
Annual report
Other documents
#chartingimpact

13. Draw on Key People
Pilot test suggests involving 5 – 6 people.
Involve key contributors from across your
organization.
Programs
Strategic Planning
Evaluation
Marketing
Fundraising
Board members
Others
#chartingimpact

14. Writing and Review Process
Each organization will have a unique process, potentially including:
Discussions
Senior management team meeting
Board of directors meeting
In teams or departments
Before, during, and after writing process
Writing and Review
Collaborative - assigning responsibility for each question
Centralized - involving limited or multiple reviewers
Straw-man before conversations vs. Full draft developed after
#chartingimpact

15. When Writing, Consider…
How are your answers to each question connected to
each other? Are you telling a cohesive story?
What assumptions are you making in your responses?
Which should you explain?
Include specific example and measures where
appropriate.
Keep your external audience in mind – be concise,
direct, and specific.
#chartingimpact

16. How Long Will This Take?
Pilot test suggests 7 to 14 cumulative staff hours
Over a period of about two or three weeks
#chartingimpact

21. Reviewing Your Completed
Report
CEO Review
Board Chair Review
Stakeholder Review
#chartingimpact

22. Reviewing Your Completed
Report
CEO Review
Board Chair Review
Stakeholder Review
#chartingimpact

23. Reviewing Your Completed
Report
CEO Review
Board Chair Review
Stakeholder Review
#chartingimpact

24. Reviewing Your Completed
Report
CEO Review
Board Chair Review
Stakeholder Review
#chartingimpact

29. Using Your Report
Unique URL on www.chartingimpact.org
Search for organizations and completed reports
Renewing your report at least every two years
#chartingimpact

33. Questions?
Submit your questions using the Q&A box in
the bottom right-hand corner of your screen,
or on Twitter using #chartingimpact.

34. Melanie Matthews
Director of Capacity
Building and Operations
Campion Foundation
#chartingimpact

35. Bob Anthony
Executive Director
Adolescent Wellness, Inc.
#chartingimpact

36. Questions?
Submit your questions using the Q&A box in
the bottom right-hand corner of your screen,
or on Twitter using #chartingimpact.

37. What will you do next?
- Start writing our organization’s report
- Call a meeting with our senior staff to discuss
- Include Charting Impact in our next board meeting
- Share information about Charting Impact with my
partners, grantees, or clients
- Create a GuideStar account to publish my
Charting Impact Report online
- Update my existing Charting Impact Report
- Something else
- I’m not sure yet
#chartingimpact

38. Thank you!