CCAT Orientation - Collier & Company

Report
The Core Capacity Assessment
Tool
Orientation
Agenda
1. Welcome and Introductions
2. Overview of First things First Capacity Building
Initiative and the Alliance of Arizona Nonprofits
3. Defining Organizational Effectiveness: the Four Core
Capacity Model
4. Overview of the CCAT as a Measure of Organizational
Effectiveness
5. Taking the CCAT: Step-by-Step Instructions
6. Next Steps
2
Introductions
What excites you the most about the work of your organization?
First Things First +
Alliance of Arizona Nonprofits
Capacity Building Initiative Overview
About the Initiative
1. The Alliance of Arizona Nonprofits granted award
through FTF to provide targeted capacity building
services & technical assistance to early childhood
providers across the state.
1. Grounded in the premise that an organization’s ability to
successfully win grant awards is in direct proportion to
its effectiveness. Grant monies received from one
funder increases the probability of receiving grant
awards from another, thereby further increasing
capacity.
5
About the Initiative (cont.)
3. Participating organizations are paired with a capacity
building consultant free of charge.
4. Organizations commit to completing the the CCAT (Core
Capacity Assessment Tool-an organizational
assessment survey), prioritize action steps, and identify
ongoing support needed.
5. Erin will provide report, help identify priorities, and lead
team through action planning and technical assistance.
6
What Is Capacity Building?
Capacity Building
How does it impact your work?
Strengthening the
organizational platform
which supports your
Mission and Programs
S
I
S
I
M
O
N
PROGRAMS
Adaptive
Technical
Leadership
Management
Copyright © 2001 Susan Kenny Stevens. Adapted from Nonprofit Lifecycles: Stage-based Wisdom for Nonprofit Capacity. All rights reserved.
8
Organizational Effectiveness:
The Four Core Capacity Model
What Capacities to Build?
The Four Core Capacities Model
The ability of all
organizational leaders to
create & sustain the
vision, inspire, model,
prioritize, make decisions,
provide direction, &
innovate, all in an effort to
achieve the organizational
mission.
The ability of a nonprofit
organization to monitor, assess,
respond to and create internal
and external changes.
The ability of a nonprofit
organization to ensure the
effective and efficient use of
organizational resources.
The ability of a nonprofit
organization to implement all of
the key organizational and
programmatic functions.
10
Organizational Lifecycle
Leading, managing, learning about, adapting and resourcing…
Impact
Expansion
…the efforts to create mission- and visioncentered community change that the core
programs cannot accomplish on their own
Infrastructure
Development
…an organization’s operations and
infrastructure to take the core programs to
scale
Core Program Development
…an organization’s core
programs
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Organizational Effectiveness:
Lifecycle Matters
Mission Impact
Renew
This model is adapted from Susan K. Stevens’ Nonprofit Lifecycles: Staged-Based Wisdom for
Nonprofit Capacity (Stagewise Enterprises, 2002.)
12
Overview of the CCAT
What is the CCAT?
• An organizational assessment tool that provides info on:
• Overall organizational effectiveness based on four core
capacities and sub-capacities
• Lifecycle stage
• Organizational culture
• A starting point of a capacity building plan and strategic
planning
14
CCAT Purpose
• The CCAT is not a report card – it is an organizational
learning tool.
• The CCAT is a comprehensive framework for facilitating
discussion and brainstorming about effectiveness.
• The CCAT is one of many organizational development tools
that look at the deeper processes and functions of an
organization.
• The CCAT is a leadership tool.
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How is it administered?
•
Taken online, independently, anonymously by senior leaders:
• Executive Staff
• Management staff
• Board members
• Senior volunteers (sometimes)
• 180º assessment
• Aggregated results
• Special background section completed by an “Organizational Lead,” asking
for historical/financial/operational data.
• All responses are anonymous and confidential.
• CCAT data is NOT shared with the Alliance of Arizona Nonprofits or First
Things First
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What does the CCAT survey look like?
• Budget and background section (completed by
Organizational Lead)
• 146 items (takes about 30-45 minutes to complete)
• Same scale for all (strongly disagree to strongly agree)
• Items are action/behavioral statements
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Example: What is in the Survey?
If no one ever gets evaluated, answer “strongly disagree.” If everyone gets
evaluated every year, answer answer “strongly agree.”
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CCAT Terms
Term in CCAT Survey
Definition of Term for Organization
Constituents/Clients
Students/families enrolled in programs
run by your organization
Organizational Leaders
Executive Director and Board
Managers
Executive Director and Program
Director
Organizational Leaders and Managers Executive Director, Board, and
Program Director
Questions 107, 108 Organizational
Leaders (Executive Director, CEO,
COO, etc.)
Executive Director and Board if, for
example, organization does not have
a COO
Please remember to skip any questions you do not know the answer to. Also, skip any questions that specifically ask
about board or volunteers. Please do not hesitate to contact Erin Collier (520-481-3517) if you have any questions. Also
please feel free to visit the Resources page of Collier & Company (collierandcoconsulting.com) to access the CCAT
Respondents User Guide and the Organizational Lead User Guide. You can also access a copy of the CCAT Orientation
Power Point here. Thanks!
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Examples of Questions Using CCAT Terms
• Question #1: We would have to close our doors if two
key funders stopped giving us money. (We = Your
Organization)
• Question #2: Our organization’s constituents/clients are
actively recruited to provide input and feedback on how
the organization should run. (Your constituents/clients
are ___? This question is asking your opinion about your
organization’s practices/behaviors regarding soliciting
input from this group about how the organization should
be run.)
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Examples of Questions Using CCAT Terms (cont.)
• Question #7: Organizational leaders are willing to make
major changes if what they are currently doing is not
working. (Our organizational leaders are ____? This
questions is asking your opinion about the willingness
of _____ to make major changes if what they are doing is
not working.
• Questions #15: Organizational leaders and managers are
always open to negative feedback from staff.
(Organizational leaders and managers are defined as ___
and ___. This questions is asking your opinion about the
openness of ___ and ___ to negative feedback from
staff.)
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Examples of Questions Using CCAT Terms (cont.)
• Question #91: Managers understand that individuals
have different learning styles and learning needs.
(Managers is defined as ___. This question is asking
your opinion about how ___ understands that individuals
have different learning styles and learning needs.
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What is in the Report?
• PDF file that may be downloaded
• Overview of the tool – how to read the report
• Results:
• Lifecycle placement
• Core capacity scores, with strengths and challenges
• Sub-capacity scores, with recommendations
• Prioritized Capacity-Building Plan
• The theory behind the tool
• Option for comparisons
See a sample report at www.tccccat.com.
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Taking the CCAT
3 Steps
Step 1: Organizational Lead will…
• Log in and enter respondents
• Invite respondents (5-10) using TCC system
 Key Executive Staff
 Key Management Staff
 Board Members (1-3)
 Sr. Volunteers (sometimes)
Note: 1) unique usernames and passwords and 2) emails sometimes caught in
spam filters
• Print, collect, and enter background questions
25
Step 2: Senior Leaders Take the Survey
Tips for taking the survey:
• If you experience problems, try closing your internet browser,
reopening it, and logging in again
• Takes approximately 30-45 minutes
• Skip questions if you do not know the answer, or it is not
relevant to your organization
• Note: your organization is not penalized for any questions
skipped by representative respondents
• When survey items/questions contain the word “volunteers,” it
is NOT referring to board members.
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Step 3: Organizational Lead Final Steps
Make sure everyone finishes the assessment:
• Within one week, incomplete respondents receive an
automatic reminder
• Login to check the number of responses and send
individual reminders
After everyone takes it:
• Organizational Lead receives an email with instructions
for downloading the PDF report and sends PDF to Erin to
summarize.
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After the Survey
CCAT Predictor Survey from Erin to CCAT respondents
• 4 questions, 10 minutes
• Gives us an idea about what YOU think will be results of
CCAT
Interpretation Meeting with CCAT respondents
• Compare CCAT Predictor Survey results with actual CCAT
results
• Begin developing Capacity Building Action Plan
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Remember…
1. CCAT is not a report card – it is an organizational learning
tool
2. CCAT is a comprehensive framework for facilitating
discussion and brainstorming about effectiveness
3. CCAT is not the be all and end all of organizational
assessment – it is one tool serving a much deeper process
4. CCAT is a leadership tool
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Resources
CCAT Orientation PowerPoint
CCAT Respondents User Guide
CCAT Organizational Leads User Guide
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Thank you!

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