Note: Fourth in my list of guest bloggers this summer is Jessamyn Lau. Jessamyn is Executive Director of the Peery Foundation, a family foundation that invests in and serves social entrepreneurs. Here is her guest post:
At the Peery Foundation, we’re hungry for insight into what a truly grantee-centric approach to philanthropy looks like. About five months ago we had an idea. What if we could hear regular, brief, unfiltered feedback from our grantees on what we do and how we do it?
We occasionally solicit input from our grantees on delicate questions, like “how should we give feedback to a grant-seeker when we have major concerns about leadership?”. Our grantees have incredible ideas, often helping us solve problems and ensure we incorporate their experience into solutions. But what about capturing their untapped insights into our everyday grant making approach?
This doesn’t generally happen because 1) grantees are rarely asked for their opinions on funder practices, 2) when they are asked, grantee opinions are heavily filtered to prevent potential risk to future funding. We think the Peery Foundation team, and a large proportion of philanthropic professionals, could benefit from regular open feedback from grantees. In a February 2014 Stanford Social Innovation Review article entitled “Assessing Funders’ Performance” Caroline Fiennes suggested listening to grantees as a core part of funder performance assessment. This resonated with our idea of what it means to be truly grantee-centric. So we thought about how we might do that – without reinventing the wheel.
We landed on a very simple anonymous rating tool, similar to the rating systems used by Amazon, Uber, and other service providers. The good folks at Advocate Creative built us a prototype site – which we named, imaginatively, Funder Feedback. It’s a very simple, concise survey that solicits anonymous information from our grantees (or anyone else I interact with), at any time they choose. They rate me out of five stars on three aspects (currently Respectfulness, Consistency, Value), and then leave any feedback for me in a text box. It takes 30 seconds to fill out – 90 seconds if you ponder on what to write in the text box for a minute! Each person on our team has their own survey link, so the results can be used for individual professional development. You can see my survey here.
Over three months the Peery Foundation team and the Tipping Point team piloted the tool, inviting people to give us feedback on our recent interactions. At the end of the pilot our results were delivered to us on a dashboard in aggregate (see below), with no time or date stamps – so unless someone mentioned their organization they are anonymous.
So did it work?
Our team’s response rate ranged from 10 to 40 completed surveys for the pilot. The star rating system yielded average results from 4.7 to 5 stars. Given this clustering it’s clear that the rating system is not a proactive way for us to find out where we need to improve, but could serve as a warning system that will alert us if something needs attention. We could also potentially change the three starred rating topics from values to processes, e.g. “Please rate us out of 5 stars on our due diligence, reporting, and grant making exit processes”. Something to consider down the road.
Over 50% of respondents left us written feedback. The overwhelming majority of feedback was positive and reaffirming. It served as personal affirmation of the aspects of each individual’s approach appreciated by grantees (transparency was mentioned consistently for one team member, another received specific feedback around the value of their preparation for meetings with grantees).
There was also feedback letting us know what we should keep doing as a foundation. For instance, we had several people comment on how valuable warm introductions to other funders had been. This was great to hear because in the past year we’ve allocated significant time to building and maintaining our funder network. We knew this time was useful for us – as we shared pipeline and recommendations with other funders – but knowing that this provides real value to our grantees makes it an even higher priority for us to continue and improve.
What didn’t work?
We would like to receive even more specific and critical feedback. We believe the tool will become truly useful when grantees and others we interact with are clearly invited to give us more constructive opinions. We want to ensure they are comfortable in doing that, which will probably involve tweaking the way we frame the tool, and also building trust that we will truly listen to and implement advice as often as we can.
To solicit distinct feedback, we’ll change the descriptor text on the text box each quarter to give people permission to be specific and critical. For example, next quarter it might say “Please compare the Peery Foundation’s reporting process to that of other foundations you’ve worked with. What can we learn from other processes?”, and the following quarter it might be, “What’s one thing we should keep doing and one thing we should change about the Peery Foundation’s philanthropic approach?”.
Continuing the experiment
At the Peery Foundation we’re accustomed to the process of iteration and, when appropriate, dropping a project that simply isn’t working. We like to experiment. For now, we think we’ve seen enough promise to continue developing the Funder Feedback tool. On an individual level it can help us as philanthropy professionals see where we have room for growth. As a foundation, we know we need insights from our grantees to become truly efficient and effective.
And philanthropy as a field might do well to turn the tables a little, listen regularly to grantees’ insights, and reign in the power imbalance inherent in our work.
So, for now we’ll keep experimenting with the Funder Feedback tool and articulating the changes we’ll make with it to help us become a genuinely grantee-centric foundation.
Photo Credit: Imperial War Museum