Over the past few years I’ve developed a Social Velocity library of books, step-by-step guides, and webinars. My hope is that these tools can make the concepts I use with my consulting clients accessible to smaller and start up nonprofits who aren’t ready for or interested in a customized approach.
The tools follow the methods I develop in my consulting practice (like creating a financing plan, growing the board of directors, designing a theory of change) so when my consulting approach changes over time, the tools must change as well.
Which brings me to the Design a Theory of Change Guide. I created this guide a couple of years ago, but I recently changed the Theory of Change framework I use with my clients. I used to follow a more traditional logic model approach, but over time I’ve come to realize that there are really five specific and complex questions that make up a Theory of Change.
And those are:
- What is the target population or populations you are seeking to benefit or influence?
- What relevant trends in or changes to the external environment are occurring?
- How and where are your core competencies employed?
- What changed conditions do you believe will result from your activities?
- What evidence do you have that this theory will actually result in change?
The completely revised Design a Theory of Change Guide walks you step-by-step through answering these questions and creating your nonprofit’s own Theory of Change.
A Theory of Change is a fundamental building block to everything that your nonprofit does. Because without a Theory of Change, you won’t know what you are trying to accomplish, how you will get there, or whether you are moving towards it, and you certainly won’t attract the funding necessary to get there.
A Theory of Change can strengthen your nonprofit in many ways:
- Guides your strategic planning process. If you understand your nonprofit’s overall Theory of Change and what you exist to do, it is much easier to chart a future course.
- Helps revise the vision and mission of your organization, making them stronger and more compelling.
- Gives a framework to prove whether you are actually achieving results and creating real social change.
- Provides a filter for new opportunities as they arise. Do new opportunities fit within your Theory of Change?
- Engages board members and other volunteers, friends and supporters in your work. If people understand the bigger picture, they will be more inclined to give more time, energy, and other resources to the work.
- Allows staff to understand how their individual roles and responsibilities fit into the larger vision of the organization. This can increase staff morale, productivity, communication and overall commitment to the organization.
- Provides the basic argument for a case for investment or other fundraising messaging. With a Theory of Change, you can articulate what you are working to achieve, in a compelling way.
A Theory of Change is so fundamental because you cannot chart a strategic direction if you don’t know what you are trying to change. And you can’t prove that you’ve changed something unless you have articulated what it is that you want to change in the first place. And you certainly can’t convince funders, volunteers, and key decision makers to support you if you can’t tell them what you are trying to change and whether you are actually doing it.
So to truly create long-term social change you must start with a Theory of Change, which is why I encourage every nonprofit engaged in social change to create one.
You can learn more about the Design a Theory of Change Guide and download a copy of it. If you downloaded the previous Theory of Change Guide and would like the newly revised version free of charge, let me know, and we’ll send it to you.
As always, you can see all of the Social Velocity books, guides and webinars available for download on the Social Velocity Tools page.
One of the things I love about my job is that I get to travel to different parts of the country talking with groups of social change leaders about how to think about their work in new ways. I speak to nonprofit and philanthropic conferences, events, groups, even boards about trends in the nonprofit sector and how social change leaders must adapt.
Recently I have spoken to groups in Portland, Seattle, Sacramento, Dallas, and Idaho. You can see a video of me speaking to the Seattle Association of Fundraising Professionals Conference below (or click here) where I was talking about one of my most popular topics, How to Move From Fundraising to Financing.
I speak about any of the topics covered in the Social Velocity blog, but here is a general list of topics:
- Moving From Fundraising to Financing
- The Future of the Nonprofit Sector
- Overcoming Nonprofit Myths
- Reinventing the Nonprofit Leader
- The Power of a Theory of Change
- Getting Your Board to Fundraise
- How To Raise Capacity Capital
- Creating a Sustainable Financial Model
- Messaging Impact
- Creating a Succession Plan
- Honest Conversations Between Funders and Nonprofits
- The Critical Connection Between Mission and Money
Photo Credit: Social Velocity
April was another busy month in the world of social change writing. From Google’s shift to mobile, to the Baltimore protests, to using sitcoms to change public opinion, to the pace of social change, to teens and social media, to a new way to measure a country’s performance, there was much to read and digest.
Below are my 10 picks of the best in the world of social change in April, but please add to the list in the comments. And to see what else I found beyond these 10, follow me on Twitter, Facebook, Google+, or LinkedIn.
And you can read past months’ 10 Great Reads lists here.
- There was much analysis about what went wrong in Baltimore, but I found the most insightful to be Dan Diamond’s Forbes piece about how it is fundamentally a “tale of two cities” and the persistent inequality between two very different Baltimores.
- As is Google’s way, they made a huge change to their search algorithm in late April that will affect us all. Google is now favoring websites that are mobile friendly. But fear not, Beth Kanter offers some advice for upgrading your nonprofit’s website.
- For those in the trenches, the pace of social change can seem glacial. But this great graphic from Bloomberg demonstrates that for many issues (prohibition, interracial marriage, women’s suffrage, same-sex marriage) there was a tipping point at which America very quickly changed its mind. Fascinating.
- Civic Tech, or using technology to make citizens more engaged and government more effective, is a huge investment opportunity, says Stacy Donohue from the Omidyar Network. With venture capitalists, the federal government and nonprofit and for-profit solutions all poised to make change, Donohue sees civic tech as a “very real, very now investment opportunity.” Let’s hope that new ideas and (most importantly) lots of new money can turn our struggling democracy around.
- Social change can happen in many different ways, including by altering popular culture. Former Daily Show correspondent Aasif Mandvi is attempting this kind of shift with his new web sitcom that takes a “Cosby Show” approach to portraying American Muslims in order to combat Islamophobia.
- Writing in Slate, Krista Langlois takes a hard look at her fellow environmental journalists and whether they have failed to adequately describe the environmental challenges facing our planet since American concern about climate change has actually declined in the last 20 years.
- One of the most common hurdles to nonprofits raising capacity dollars is the challenge of articulating to funders the potential impact of a capacity investment. Grantmakers for Effective Organizations (GEO) have put together some tools to help funders understand the importance of and return on capacity investments. Share these with your funders.
- In April, MIT and the Social Progress Imperative launched the Social Progress Index, an effort to create a complement to the Gross Domestic Product that measures a nation’s social and environmental performance. The Social Progress Index looks at 52 indicators of a country’s social and environmental performance (like child mortality rate, adult literacy rate, greenhouse gas emissions). As Michael Porter, one of the chief architects behind it puts it, “Measuring social progress offers citizens and leaders a more complete picture of how their country is developing. And that will help societies make better choices, create stronger communities, and enable people to lead more fulfilling lives.”
- Writing on the Huffington Post Politics blog, Robert Reich describes a worrying trend where nonprofits are silencing themselves for fear of losing their big donors. As he writes, “Our democracy is directly threatened when the rich buy off politicians. But no less dangerous is the quieter and more insidious buy-off of institutions democracy depends on to research, investigate, expose, and mobilize action against what is occurring.”
- And finally, if you want to understand where social media is going, Pew Research Center released their most recent findings about teens use of social media and technology.
Photo Credit: Patrick Neil
I’ve gotten a few requests lately to participate in social change podcast series (see my podcast with Panvisio). I love discussing the many issues in social change work, so I’ve really enjoyed being part of these discussions.
In the podcast, among many topics, we discuss:
- How leadership is the best ingredient for social change effectiveness.
- What true leadership means.
- What a Theory of Change is and why it’s crucial to any social change organization.
- How to develop a Message of Impact and create a Case For Investment.
- The importance of moving from fundraising to financing and what that shift looks like.
- Debunking the “overhead myth.”
- And much more…
Below is the podcast, or you can click here to listen to it.
Photo Credit: Ilmicrofono Oggiono
Every once in awhile David Brooks, columnist for the New York Times, gets it really right. His piece earlier this month, The Moral Bucket List, is a sharp departure from his usual political and social commentary. He went (shockingly) a bit spiritual. And the result is profound.
Brooks describes a type of enlightened person who has made a conscious choice to shun the materialistic rat race which often defines our country. This person has chosen to make a significant contribution to the world beyond them. As he puts it: “People on the road to inner light do not find their vocations by asking, what do I want from life? They ask, what is life asking of me? How can I match my intrinsic talent with one of the world’s deep needs?”
As Brooks describes it, instead of being self-promotional, these people are humble; instead of hiding their weaknesses, they embrace them; instead of following individual will they recognize their dependence on others in the journey; instead of living a life of self-centeredness, they find a deep passion and love that takes them outside themselves; instead of pursuing a career that brings them money and prestige, they find their calling to contribute to the larger world.
Brooks’ piece is reminiscent of Steven Pressfield’s seminal book from 2002, The War of Art in which he argues that every single person was put on earth to contribute in a specific and significant way, but only those who can overcome Resistance and put in the effort will find that unique calling.
As Pressfield puts it:
Most of us have two lives. The life we live, and the unlived life within us. Between the two stands Resistance…Resistance is the most toxic force on the planet. It is the root of more unhappiness than poverty, disease, and erectile dysfunction. To yield to Resistance deforms our spirit. It stunts us and makes us less than we are and were born to be…Resistance prevents us from achieving the life God intended when He endowed each of us with our own unique genius…A writer writes with his genius; an artist paints with hers; everyone who creates operates from this sacramental center. It is our soul’s seat, the vessel that holds our being-in-potential, our star’s beacon and Polaris.
Although Pressfield’s book is focused on artists, it is really about all of us. He believes (and I concur) that every single one of us has something unique and very important to contribute to the larger world. It could be a work of literature, a portfolio of photographs, a game-changing idea. The human race does not possess just a handful of geniuses, people like Hemingway and Georgia O’Keefe, rather every human possesses genius within him. Sometimes that genius is artistic, sometimes it’s political, sometimes it’s entrepreneurial, or it may be something completely different. It is up to each of us to figure out what our genius is and put in the tireless effort (Hemingway forced himself to write every single day) to unearth and disseminate our genius.
Brooks would seem to agree. He describes a similar force to Resistance, and he sees the enlightened person as having the desire and ability to fight Resistance in order to find something better:
Their lives often follow a pattern of defeat, recognition, redemption. They have moments of pain and suffering. But they turn those moments into occasions of radical self-understanding — by keeping a journal or making art. As Paul Tillich put it, suffering introduces you to yourself and reminds you that you are not the person you thought you were. The people on this road see the moments of suffering as pieces of a larger narrative. They are not really living for happiness, as it is conventionally defined. They see life as a moral drama and feel fulfilled only when they are enmeshed in a struggle on behalf of some ideal.
For both Brooks and Pressfield, the real work is to fight against mediocrity — career success, money, status, and other self-centered, meaningless pursuits that take you away from your greater calling. The real goal is to figure out why you beat all the odds to end up here and to discover what you are meant to contribute to the greater good — a painting, a novel, or perhaps a solution to a social problem.
When it seems the world is falling in around us, that the social problems we face only continue to mount, that greed, self-interest, and corruption surround us, we must remember that we all have choices. We can choose to wake up from the meaningless slumber and find our true genius. We can choose to create something much bigger than ourselves. And in so doing we may just find for ourselves (and show others) a better way to live.
Photo Credit: Ryan Schultz
What a great month March was. Just as the weather started to turn to Spring (I hope it did where you are too), there was a whole host of great reading to digest. From analysis of the new breed of philanthropists, to controversy about contest grantmaking, to mission investing progress, to tips and guides on nonprofit finance, leadership and financial advocacy, there was lots to read.
Below are my picks of the 10 most interesting reads in the world of social change in March, but as always, please add to the list in the comments.
You can also see the 10 Great Reads lists from previous months here.
- Call me biased, but I think the biggest social change news in March was the launch of the Performance Imperative, a detailed definition of a high-performance nonprofit, by the Leap Ambassadors (of which I am one). Many reviewed the new tool, including Phil Buchanan from the Center for Effective Philanthropy who wrote that nonprofit performance is a “moral imperative.” And if you want to learn more, there is a webinar drilling down on the PI later this month.
- Who says online debate never results in change? There was a big discussion on the Chronicle of Philanthropy‘s site this month over the Council on Foundation’s plans to hold a “Shark Tank”-like contest for nonprofits. Many felt this contest would be a step backward, forcing nonprofits to perform for money, so the Council scrapped the contest and created instead a panel discussing the positives and negatives of contest-style grantmaking.
- F.B. Heron Foundation CEO, Clara Miller (formerly of the Nonprofit Finance Fund) is a true nonprofit finance visionary, and this month the Foundation passed the halfway mark on their goal of putting ALL of their capital toward mission. And writing in The Guardian, Tim Smedley would seem to agree with their goal when he makes the case for mission investing.
- Chris Gates (from the Sunlight Foundation) and Matt Leighninger (from the Deliberative Democracy Consortium) wrote a fascinating letter to the editors of the Chronicle of Philanthropy taking issue with Diana Aviv’s comments on recent Independent Sector research about technology and nonprofit institutions. Gates and Leighninger argue that there is great opportunity in technology if nonprofits embrace it effectively, as they put it, “It is true that the rise of the Internet is forcing institutions like governments, foundations, nonprofits, and professional associations to rethink how they operate. They have to adapt to the needs and goals of 21st-century citizens or perish. But ultimately, people want the same things they always have: to belong to a community, to have a voice, and to make an impact…if institutions can provide those things in this interconnected time, they will thrive.”
- American educators and education funders have focused in recent years on science and math to create a more effective and competitive American education. But Fareed Zakaria, writing in the Washington Post, thinks that’s a big mistake, “As we work with computers (which is really the future of all work), the most valuable skills will be the ones that are uniquely human, that computers cannot quite figure out — yet. And for those jobs, and that life, you could not do better than to follow your passion, engage with a breadth of material in both science and the humanities, and perhaps above all, study the human condition.” Amen!
- The fourth installment of Tom Watson’s on-going series about the changing face of American philanthropy focuses on the class of new, entrepreneurial philanthropists, those young, tech wealthy donors who are pushing for data-based social change. And Pascal-Emmanuel Gobry takes it even further arguing that “effective altruism,” what he calls this data-centered approach to philanthropy, is only one potential method of investing in social change, not the only or best approach. As he puts it, “making the world a better place is an inherently speculative behavior — if we knew how to do it we’d have already done it. Therefore the most prudent collective thing to do is to try a very wide swath of different approaches rather than a single one.” And as one of these new philanthropists, Facebook founder Mark Zuckerberg’s investment in Newark public schools continues to come under fire.
- The National Committee for Responsive Philanthropy put out a fantastic report on the need for more philanthropic investment in nonprofit leadership development. This should be required reading for every philanthropic and nonprofit leader in the country.
- The National Council of Nonprofits developed a guide for nonprofit leaders to advocate for their funding rights, particularly around indirect rates, with government funders.
- And there were lots of great tips and tools this month for becoming an effective financial leader. The Nonprofit Finance Fund released a list of tips to help “keep business and finance an integral part of decision-making.” And Kate Barr offered 6 Takeaways from the Nonprofits Assistance Fund’s annual Nonprofit Finance and Sustainability Conference.
- Finally, Jocelyn Wyatt from IDEA.org argues that general funding for nonprofits is the “future of innovation”. Yes please!
Photo Credit: BibBornem
We talked about:
- How broken fundraising is
- A more effective financing approach
- Nonprofit fear of money
- The passion of nonprofit leaders
- The need to articulate a nonprofit’s message
- Capacity capital
- Social entrepreneurship
- Nonprofit boards
- And much, much more…
I really enjoyed the conversation and hope you will too.
You can listen to the podcast below, or click here to listen to it on the Panvisio site.
Photo Credit: Makingster
February was a pretty cold month around the country, but on the positive side that made it a great month to stay inside and read. I really struggled to cull the list of great reads to 10 this month because there was so much thought-provoking stuff out there. But below is my valiant effort.
From Afghan women, to political engagement, to nonprofit burnout and capacity building, to economic development and net neutrality, there was lots to read and think about.
Here is my view of the 10 best reads in the world of social change in February. But as always, add to the list in the comments. And if you want my unedited list of picks, follow me on Twitter, Facebook, LinkedIn, or Google+.
You can see past 10 Great Reads lists here.
- February saw the end of Andrew Sullivan’s long-time blog, The Dish. But before he left, he wrote this beautiful piece about how quickly the state-by-state legalization of gay marriage happened, and more broadly, how social change happens: “[The legalization of gay marriage] is a sign and a proof that the deepest darkness can be turned to light. And that reason and love and argument and the truth will win … in the end.”
- In a fascinating interview, NPR Morning Edition host Renee Montagne talks with Afghanistan’s First Lady, Rula Ghani about her role as the first politically active first lady and the plight of Afghan women.
- Writing in the Washingtonian, Andrew Beaujon describes how 2015 may be the “Year of Quality” in political reporting since Politico and Gawker, among others, are moving their measure of success from number of clicks to quality of reader engagement. Let’s hope this is part of a larger trend away from click-bait and toward thoughtful political journalism.
- And speaking of better informed politics, the Knight Foundation joins with other democracy funders to issue a $3 million challenge to identify ideas that can “better inform voters and increase civic participation before, during, and after elections.” Entries to the challenge will be accepted until March 19th.
- An anonymous former nonprofit staffer writing in The Guardian (which, by the way, launched an interesting new blog focused on the nonprofit sector called Nonprofit Chronicles in February) describes why she suffered burnout and why the nonprofit sector needs more support: “Burnout [doesn’t] just occur in a vacuum. My experiences were intensified by the increasing frustration of carrying out support work in the context of austerity measures.” Amen!
- But perhaps help is on the way. Beth Kanter reviews two new reports (one from the Foundation Center and one from Grantmakers for Effective Organizations) about funder efforts to build the capacity of the nonprofit sector. And Paul Shoemaker from Seattle Social Venture Partners makes the case for funders making 100% of their funding unrestricted.
- February saw a decisive victory in the effort to preserve an open Internet (“Net Neutrality”) when the FCC ruled that “America’s broadband networks must be fast, free, and open.” Lucy Bernholz breaks down what the ruling means for digital civil society.
- Aaron Hurst writes a compelling piece about how investing in businesses that create jobs is not true social change: “If we want to see more Americans gainfully employed—not in jobs, but with living-wage careers—we need to invest more in the nonprofit sector and in government programs. While these investments don’t create the short-term gains that business leaders have been trained to seek, they are what will matter at the end of the day. They will create the supply of talent needed for our economy and society to thrive.”
- Nonprofit With Balls blogger Vu Le argues that nonprofits should drop “accountability” as an organizational value and instead embrace values “Where people act not out of fear of punishment but out of a drive to build a strong and just community.”
- Finally, the Philantopic blog offers 5 Ways to Improve Your Digital Strategy for Older Donors.
Photo Credit: Lois Le Meur
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