Embed Size (px)
Citation preview
Transparency for Understanding,Visibility for Decisions
NOT FOR PROFIT
SERVICES
ClearView Value-adding Servicesfor Non-Profit Operations Management
Transparency for Understanding,Visibility for Decisions
NOT FOR
PROFIT
SERVICES
April, 2011
Transparency for Understanding,Visibility for Decisions
NOT FOR PROFIT
SERVICES
Copyright 2010 The ClearView Group LLCAll rights reserved
Answering Questions for “Strategic Services” for Non-Profit Organizations
Are you meeting your Forecasts?
Are you concerned about your ability to capitalizeon new opportunities ormitigating known risk? Do you have the information and
organizational support that you need to make good and timely decisions?
Do you worry about the things that you don’t monitor
closely or can’t see?
Yes
No
Yes
No
Yes or No
Finance Funding Programs Reputation StrategicReg / Leg.Ops
Areas of Possible Concern
Transparency for Understanding,Visibility for Decisions
NOT FOR PROFIT
SERVICES
Copyright 2010 The ClearView Group LLCAll rights reserved
Questions for Qualifying “Strategic Services” Clients in the Public Sector
1. Are you able to respond as quickly as you would like to incidents and events and defend against unfounded attack or media expose?
2. Are you able to demonstrate compliance with legislative demands for implementing COSO practices and greater decision transparency?
3. Have you been able to meet your forecasts of service delivery and financial projections on a regular basis?
4. Is there a regular discipline or means to get your arms around likelihood and impact of both risks and new opportunities for your brand and its’ mission?
5. Is information collection for decisions disciplined to avoid opinion and its’ potential ‘discovery’?
Finance Funding Programs Reputation StrategicReg / Leg.Ops
Areas of Possible Concern
Transparency for Understanding,Visibility for Decisions
NOT FOR PROFIT
SERVICES
Copyright 2010 The ClearView Group LLCAll rights reserved
Funders and Watchdogs - Prove to Me That:
The organization is capable of carrying out the mission
The organization provides more value than non-profit competitors or the private sector
The results and outcomes are what was intended to be achieved
The operation is efficient with donations, Governmental subsidies, budgeted funds, or grants
The operation is monitored for performance measures, performance risks and controls execution
Transparency for Understanding,Visibility for Decisions
NOT FOR PROFIT
SERVICES
Copyright 2010 The ClearView Group LLCAll rights reserved
Model for Governance: Decision-Making and the Exercise of Judgment
Are strategies and mission aligned?
Does the organization have clear, achievable goals and strategies to manage and to make a difference?
How
wel
l is
the
orga
niza
tion
doin
g w
ith r
espe
ct to
its
serv
ice
and
stra
tegi
c go
als?
How
well protected is the
organization from the things
that can go wrong?
EnterpriseCapabilities
Adapt
Che
ckC
heck
1
4 3
2
Transparency for Understanding,Visibility for Decisions
NOT FOR PROFIT
SERVICES
Copyright 2010 The ClearView Group LLCAll rights reserved
Consulting Results for Good Governance
An organization needs to transparently demonstrate and evidence:
An articulation of intended delivery to a defined population (services, research, education, advocacy, funding).
A documented set of planned strategic approaches that can deliver according to the mission and that acknowledges the enterprise capability, that also includes appropriate measures for expected results in order to gauge performance.
A process for collection, monitoring and communication of strategy performance and for quality discussion around results vs. expectations.
A process for uncovering risks and opportunities and assessing likelihood and impact of realization in order to make decisions around the security, effectiveness and continuity of the organization.
A proven method for exercise of judgment around adapting: Developing deeper information (when is enough data enough?) Making a decision to change operations or change strategies
1
2
4
3
Transparency for Understanding,Visibility for Decisions
NOT FOR PROFIT
SERVICES
Copyright 2010 The ClearView Group LLCAll rights reserved
The ClearView Approach to Better Decision-Making
We provide a strong environment for governance with proven methods by:
Articulating the mission and aligning the enterprise strategic direction
Supporting strategic planning with a structure for monitoring operations executiono Creating a framework of enterprise capabilities to set strategy outcome
expectationso Developing appropriate measures and information practices around performance
Developing decision-making practices and guidance for exercise of judgment
Building a framework for environmental risk and opportunity discovery and assessment of likelihood and impact
Deploying communications and practices for adaptation to change
Transparency for Understanding,Visibility for Decisions
NOT FOR PROFIT
SERVICES
Copyright 2010 The ClearView Group LLCAll rights reserved
Also Consider Strategic Services
Addressing fundamental environment changes with new strategic approaches:
1. Identifying assets of value that can be exploited for funding or self-sustaining revenues, brand creation or competitive advantage
2. Operating more like a business, including setting up new revenue stream processes and controls
3. Organization Transformation opportunities: Partnerships, Alliances, Acquisition/Divestiture and Organizational Restructuring
4. Connecting organization, issues and strategies framework to financial accounts and outcomes
5. Assessing areas of risk and mitigation planning or services
6. Cost take-out opportunities
Transparency for Understanding,Visibility for Decisions
NOT FOR PROFIT
SERVICES
Richard Binswanger:[email protected] 215-870-1559
Chris Allen:[email protected] 610-564-2392
