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National Community Action Partnership
2021 Management & Leadership
Training Conference (Virtual)
Advancing Equity, Building Resilience, Sustaining Hope
Moving toward Organizational Excellence
Presenters:Jim Boyd
Consultant
Courtney KohlerProject Director, Instructional
Design & Technology
Agenda
Advancing Equity, Building Resilience, Sustaining Hope #MLTC21
Welcome!• Excellence
• Organizational Transformation
• Standards of Excellence
• Continuum of Meeting to Exceeding the CSBG Organizational Standards
Excellence. Is now really the time?
• Families and communities in profound crisis for the past year
• Staff have been stretched, stressed and traumatized
• Focus is (and should be) on keeping people alive, healthy and
in their homes
And yet, even in the midst of a pandemic…
CAAs that have institutionalized standards of excellence have
continued to innovate through crisis and have attracted new
resources, new partners and increased trust of community leaders
Culture of Excellence
• Every Organization Can Improve
• You Can’t Improve What You Don’t Measure
• Continuous Improvement is both a Commitment and a Process for improving everything you do to Achieve Excellence
• The Focus is always on the Customer and Achieving Excellence through Improvement
But We Already Do A Good Job….
Organizational Transformation
How good are you?
Compared to what?
Can you improve?
Where do you start?
Change vs. Transition
These are not the same thing!
Change = a shift in the physical or external situation
Transition = the psychological reorientation in response to change
What You May Find!Random Processes/Acts of Improvement
Agency Mission/Goals
Its About Building Capacity to Succeed
• Systematically developing and aligning internal systems (people, processes, and infrastructure)
• Listening to and Learning from external customers (clients, funders, partners, and stakeholders)
• Focusing on the agency mission, strategies and measuring progress toward achieving related outcomes
What You are Seeking!Aligned Processes Systems and Improvement
Agency Mission/Goals
Organizational Transformation
UNCONSCIOUS INCOMPETENCE
CONSCIOUS INCOMPETENCE
CONSCIOUS COMPETENCE
UNCONSCIOUS COMPETENCE
New System
Refinement & Improvement
Alignment
Awareness
Old System.
Excellence in Community Action
The Standards for Excellence are based on the Malcolm Baldrige Criteria for
Performance Excellence
The Baldrige Criteria are tailored to the language and operations of the CAA Network and revised every two years
What Are the Community Action Standards of Excellence?
• The Community Action Standards of Excellence represent 35 of the very best practices of the very best CAA agencies.
• They represent optimal, real-world administrative and operational benchmarks that every agency can strive for.
The Standards of Excellence- Seven Categories -
1. Organizational Leadership
2. Strategic Planning and Direction
3. Customer, Constituent, and Partner Focus
4. Measurement, Analysis, and Performance Management
5. Human Resource Focus
6. Organizational Process Management
7. Organizational Results
Moving Toward Excellence
• After compliance with the CSBG Organizational Standards, is your agency ready to move to the next level of Excellence?
• NCAP is planning a Multi-Tiered System for any agency to move toward Excellence – at your own pace.
• Currently Pathways to Excellence offers a way for any agency to benchmark where you are – compared to each of the 35 Standards of Excellence.
• You are not trying to achieve Excellence in Pathways. You are benchmarking the starting point for you agency.
• A comprehensive Feedback Report give any agency precise next steps for moving toward Excellence – at your own pace.
• The Award for Excellence and national recognition is the ultimate goal of pursuing Excellence.
Digging DeeperDistinctions between CSBG Organizational Standards
and CAA Standards of Excellence
CSBG Organizational Standards:• Released in 2015 by OCS, these 58 private and 50 public standards for CAAs represent
operational thresholds or compliance minimums.
• Mandatory for all CSBG funded agencies.
• May not require specifics on how an agency has implemented a standard
CAA Standards of Excellence• Adopted in 2003 by the Community Action Partnership Board, these 35 standards focus on and
promote the very best practices of the very best Community Action Agencies and promote excellence and continuous improvement systemwide.
• Represent optimal or best-in-class agency practices.
• Voluntary for any CAA agency interested in moving beyond compliance and pursuing excellence.
• Requires specifics on how an agency has formally adopted and systematically implemented a standard.
CSBG Org Standards and CAA Standards of Excellence Related to Risk Management
CSBG Org Standard 4.6Standard of Excellence (SOE)
6.1 and 7.6 Comment
Agency Risk Assessment Required within two-year period
• Requires an Administrative and Financial Risk Assessment
• Annually conducted
Results presented to the CAA Board
• Results presented to the CAA Board
• Process must be formal part of the agency Financial MgmtManual.
• Results/Improvements trended over time as part of an Agency-wide Scorecard. (SOE 7.6)
• SOE focuses on deployment and utilization of the assessment and documenting improvements over time.
• SOE 4.3 requires a compressive Agency-Wide Performance Scorecard
CSBG Org Standards and CAA Standards of Excellence
Related to Mission Statement Review
Related Org Standards
CSBG Org Standards and CAA Standards of Excellence Related to Board Governance & Operations
What is your next step?
• Read the Standards of Excellence.
• Identify which Org Standards you are already meeting well to explore related Standards of Excellence.
• Pick one category of the Standards of Excellence to assess your agency on.
• Pick one Standard of Excellence to work toward achieving.
Proposed Tiered Approach• Level 1:
– Board Resolution, Agency Profile, Standards of Excellence eCourse
• Level 2:– Level 1 + Mini-Assessment, Pathways Implementer
Program• Level 3:
– Level 1 + Full Agency-Wide Self-Study Process• Level 4:
– Level 1 + Award Application (includes full agency-wide self-study process with scoring and on-site peer review)
All of the above include a form of recognition at the Partnership’s Annual Convention
DRAFT
Contact Information
Advancing Equity, Building Resilience, Sustaining Hope #MLTC21
National Community Action Partnership Staff:
Aaron Wicks, PhD, CCAP, NCRT
Vice President, Organizational Capacity Building
Courtney Kohler, MPA, CCAP, NCRT
Project Director, Instructional Design & Technology
