Collective Impact: Backbone Organizations Session for: CMF / MNA Conference October 8, 2012 Boston | Geneva | Mumbai | San Francisco | Seattle | Washington FSG.ORG FSG Overview FSG.ORG FSG Overview • Nonprofit consulting firm specializing in strategy, evaluation and research with offices in Boston, Seattle, San Francisco, DC, Geneva, and Mumbai • Partner with foundations, corporations, nonprofits, and governments to develop more effective solutions to the world’s most challenging issues • Recognized thought leader in social impact, philanthropy and corporate social responsibility • Staff of 100 full-time professionals with passion and experience to solve social problems • Advancing Collective Impact via publications, conferences, speaking engagements, client projects 2 © 2012 FSG FSG and Collective Impact FSG.ORG FSG Is Playing a Leadership Role in Accelerating Collective Impact Approaches to Solving Large-Scale Social Problems • Client work in Collective Impact: FSG understands how to enable and sustain cross-sector partnerships through our work with clients in the following sectors: ‒ Economic development ‒ Education reform ‒ Environmental sustainability ‒ Juvenile justice ‒ Teen substance abuse ‒ Public health • FSG articles paved the way for Collective Impact: ‒ Leading Boldly (2004) ‒ Breakthroughs in Shared Measurement (2008) ‒ Catalytic Philanthropy (2009) ‒ Collective Impact (2011) ‒ Channeling Change: Making Collective Impact Work (2012) 3 © 2012 FSG Introduction to Collective Impact FSG.ORG There Are Several Types of Problems Simple Complicated Complex Baking a Cake Sending a Rocket to the Moon Raising a Child The social sector often treats problems as simple or complicated 4 Source: Adapted from “Getting to Maybe” © 2012 FSG Introduction to Collective Impact FSG.ORG Traditional Approaches Are Not Solving Our Toughest—Often Complex—Challenges • Funders select individual grantees • Organizations work separately and compete Isolated Impact • Evaluation attempts to isolate a particular organization’s impact • Large scale change is assumed to depend on scaling organizations • Corporate and government sectors are often disconnected from foundations and nonprofits 5 Source: Channeling Change: Making Collective Impact Work, 2012; FSG Interviews and Analysis © 2012 FSG Introduction to Collective Impact FSG.ORG Imagine a Different Approach—Multiple Players Working Together to Solve Complex Issues • All working toward the same goal and measuring the same things • Cross-sector alignment with government, nonprofit, philanthropic, and corporate sectors as partners • Organizations actively coordinating their action and sharing lessons learned Isolated Impact Collective Impact Collective Impact recognizes that no single organization is responsible for a major social problem, so no single organization can cure it 6 Source: Channeling Change: Making Collective Impact Work, 2012; FSG Interviews and Analysis © 2012 FSG Five Elements of Collective Impact FSG.ORG Achieving Large-Scale Change through Collective Impact Involves Five Key Elements 1 • • Common understanding of the problem Shared vision for change • • • Collecting data and measuring results Focus on performance management Shared accountability Mutually Reinforcing Activities • • Differentiated approaches Coordination through joint plan of action Continuous Communication • • Consistent and open communication Focus on building trust • • Separate organization(s) with staff Resources and skills to convene and coordinate participating organizations Common Agenda 2 Shared Measurement 3 4 5 Backbone Support 7 Source: Channeling Change: Making Collective Impact Work, 2012; FSG Interviews and Analysis © 2012 FSG CI across Issue Areas FSG.ORG The Collective Impact Approach Can Apply to Solving Many Complex Social Issues Homelessness Health Education * Economic Development Youth Development * Community Development * * 8 * Indicates FSG Client © 2012 FSG Implementing Collective Impact FSG.ORG Collective Impact Is Best Structured with Cascading Levels of Collaboration, with the Backbone Playing a Critical Role Common Agenda Shared Measures Steering Committee Backbone Governance, Vision and Strategy Working Groups Action Planning Partners Implementation Community Members Public Will 9 Source: FSG Interviews and Analysis © 2012 FSG Key Learning FSG.ORG It Is Not Always Easy to See the Value of Backbone Organizations’ Work The Role of Backbone Organizations Is Often Described with a Metaphor… • “(They are) kind of like the quarterback—doesn’t end up in the end zone, but they’re the ones handing it off, making a pass or calling a different play if the defense looks different.” • “I’m at a lot of events with people in the know who don’t understand what these backbones do. But they are doing what they are supposed to do—the work behind the scenes. They both fill a role that, if it weren’t for them, no one would be pushing certain items.” • “They are an umbrella that can say, ‘this is an issue, let’s address it together.’” • “They serve as the voice for early care and education and bringing issues to the tables to funders that may not otherwise be heard.” • “(The backbone) has also formed a bridge between early childhood agencies, corporate leaders, and funders.” Source: FSG interviews 10 © 2012 FSG FSG.ORG Theory of Change Effective Backbone Organization Leadership Is Critical to Collective Impact Success Why we collectively are taking action (Needs / Assumptions and Goals) Early indications that our activities will lead to change (Backbone Outcomes) What we are doing to address the issue (Activities) The change we collectively hope to see if we are successful (Initiative Outcomes) Guide Vision Support Alignment Isolated Impact Shared Measurement Partners Build Public Will Initiative Advance Policy Community Mobilize Funding 11 © 2012 FSG Backbone Organizations FSG.ORG Backbone Organizations Come in a Variety of Types Types of Organizations That Could Serve as Backbones Funders Government Agencies and Other Intermediaries New or Existing Non-Profits Private Sector MultiOrganization Initiatives Core Requirements to be a Successful Backbone Organization* Strong and Adaptive Leadership Sustained Funding and Resources High Credibility in the Community Dedicated Staff Ability to Be a Neutral Convener * These skills can exist within a single organization or within another organization in the effort Source: Channeling Change: Making Collective Impact Work, 2012; FSG Interviews and Analysis 12 © 2012 FSG Backbone Organizations FSG.ORG Backbone Organizations Are Critical to Any Collective Impact Effort—And They Perform Six Major Functions Guide Vision and Strategy Support Aligned Activities Establish Shared Measurement Practices Build Public Will Advance Policy Mobilize Funding • Build a common understanding of the problem • Provide strategic guidance to develop a common agenda • Convene key external stakeholders to do mutually reinforcing activities • Facilitate communication and collaboration • Catalyze or incubate new initiatives • Collect, analyze, interpret, and report data • Catalyze or develop shared measurement systems • Provide technical assistance for building partners’ data capacity • Build public will, consensus, and commitment • Create a sense of urgency and articulate a call to action • Support community member engagement activities • Advocate for an aligned policy agenda • Mobilize and align both public and private funding to support goals Backbones must balance the tension between coordinating and maintaining accountability, while staying behind the scenes to establish collective ownership 13 Source: FSG Interviews and Analysis © 2012 FSG FSG.ORG Key Learning Among Different Backbone Organizations, Organization-Specific Challenges Add Nuance Among the backbone organizations… Phase of Collective Impact Initiative Phase I Initiate Action Phase II Organize for Impact Phase III Sustain Action & Impact $$$ Organizational Capacity Scope of the Vision and Strategy and / or Geographic Reach Vs. Organizational Structure/ Parent Organizations 14 © 2012 FSG Backbone Organizations FSG.ORG Backbones Typically Require At Least Three Key Staff Positions Illustration of a Backbone Structure: Project Director Leadership • Oversees effort • Advises Steering Committee Planning Embracing Change Teamwork Facilitator(s) • Manages accountability • Manages working groups/networks • Reports data • Shares data for use • Connects working groups/networks • Addresses complex issues • Addresses complex issues • Addresses complex issues • Leads vision, goal, strategy setting • Plans data collection, data sharing • Aligns partners to implement • Champions change at senior level • Provides data to help change occur • Champions change in groups • Listens, reinforces senior collaboration • Partners with data providers • Helps community partners align Communication Critical Thinking Data Manager 15 Source: Adapted from Strive Network © 2012 FSG Backbone Organizations FSG.ORG Every Backbone Needs Funding for its Activities; a Backbone Organization Likely Requires an Annual Budget of ~$3-400K Illustration of a Backbone’s Budget: Expense Category Budget ($) Salaries 80,000 1 FTE Executive Director 55,000 1 FTE Facilitator 65,000 1 FTE Data Manager 25,000 .5 FTE Administrative Support Benefits 45,000 At 20% of salaries Professional Fees 90,000 Consultants, R&E, Web Travel and Meetings 16,000 Workshops, events, retreat Communications 45,000 Reports, collateral, media Technology 0 Office 3,650 In kind/paid rent, utilities, supplies Other 1,000 Staff training, miscellaneous 425,650 Covered by grants and fees Total Expenses Description In kind hardware, software, IT 16 Source: Adapted from Strive Network © 2012 FSG Key Learning FSG.ORG Effective Backbone Leaders Share Common Characteristics Stakeholders describe backbone organization leaders as: Visionary Results-Oriented Collaborative, Relationship Builder Focused, but Adaptive Charismatic and Influential Communicator Politic Humble “Someone who has a big picture perspective—[who] understands how the pieces fit together, is sensitive to the dynamics, and is energetic and passionate.” Source: FSG interviews 17 © 2012 FSG Group Discussion FSG.ORG In Small Groups, We Will Discuss the Collective Impact Model and the Role of the Backbone Organization Discussion Questions • What do you see as the benefits to the community in taking a collective impact approach? • In your table’s topic area, what challenges exist that prevent the community from being able to make progress in this area? • What role does the backbone organization play in advancing work in this topic area? • What should happen next? Given your role in the sector, how do you participate? 18 © 2012 FSG FSG.ORG Thank You! To talk more with FSG about Collective Impact: • John Kania • john.kania@fsg.org Collective Impact resources available on FSG’s website: http://fsg.org/KnowledgeExchange/FSGApproach/CollectiveImpact.aspx 19 © 2012 FSG