Partners for Impact Program: Online Resource Kit
This resource kit is an interim measure until all documents can be accessed online. It contains mindmap images, document / video and assessment tool hyperlinks. The
second part of the document also contains copies of relevant templates, tables and checklists to help start your pairs conversations and organisational analysis.
Table of Contents
This kit contains:
Online Resource Kit – Mindmap................................................................................................
Page 2
Online Resources Kit – Table of document hyperlinks..............................................................
Pages 3-4
Preparation Guide – Getting Started guide to structure the first few pairs meetings..............
Pages 5-6
Confidentiality Agreement – For discussion and signing within the pairs.................................
Page 6
Peer Development Plan – Template for agreeing personal and organisational goals...............
Pages 7-8
Guide for the Organisational Capacity - Diagnostic Tool............................................................
Pages 9-10
Attachments:
Organisational Capacity Diagnostic Tool.pdf
Good to Great Diagnostic Tool.pdf
Please inform Sharon.mcgann@unitedway.com.au if any of these links don’t work or you cannot access a document / video / assessment tool
Partners for Impact Program: Resources Mindmap
Please inform Sharon.mcgann@unitedway.com.au if any of these links don’t work or you cannot access a document / video / assessment tool
Partners for Impact Program: Internet Hyperlinks
Social Innovation and Change
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Organisational Development
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Know Thyself
Overview
- Aust. Gov't Report ~ tinyurl.com > Social-innovatn
Theories of Change
- Research Article - http://tinyurl.com/theories-of-change
Shared Value Definition
- FSG Consulting - video ~ fsg.org > Tabid > 191 > ArticleId > 594 > Default ? ...
- Michael Porter - video ~ hbr.org > 2011 > 01 > The-big-idea-creating-shared-value
Social Innovation
- Young Foundation book - http://tinyurl.com/measure-social-value
Org Design Models
- Org Design & Structure - Overview PPT ~ teaching.fec.anu.edu.au > BUSN8030 > L10
Organisational structure and design
- Good to Great diagnostic tool
- ‘Who’ then ‘What’ video ~ youtube.com > Watch ? ...
Competitive Advantage PPT http://tinyurl.com/Porters-comp-adv
Org Analysis
- SVA Capacity Analysis tool
- Org Change
- PDF Article - Employee Involvement, org change and trust in mgement - Ask for a copy
Org Culture
- Competing Values Framework - Explanation - Article ~ competingvalues.com
- Sample Survey Tool ~ repeto.com > Display > Survey ? ...
 Personality tests
- Myers Briggs (MBTI) http://tinyurl.com/MBTI-Jung-typology
 VARK Learning Styles
- Online assessment ~ vark-learn.com > English > Page ? ...
 Learning Styles
- Online assessment ~ learning-styles-online.com > Inventory > Questions ? ...
 Character Strengths ~ https://www.viame.org/survey/Account/Register
 Worldview and Values
 Sample tool ~ brainmeup.com > Yodolphin
 Article ~ valuesjournal.com > ? ...
Leadership
Good to Great (Level 5)
- Article - http://tinyurl.com/p8h65bo
- Collins video ~ youtube.com > Watch ? ...
 Adaptive Leadership
- Definition - http://tinyurl.com/adaptve-leader-education
- Video (Marty Linsky) ~ youtube.com > Watch ? ...
- Mini Survey ~ cambridge-leadership.com > Index.php > Survey
- Adaptive Challenges for smaller non-profits - http://tinyurl.com/adaptive-challsmall-nonprofit
- Adaptive Leadership team article - http://tinyurl.com/Adaptive-leadership-teamsBCG
 Adaptive Leadership vs Authority - http://tinyurl.com/authority-vs-adaptive
- Solving Technical problems - http://tinyurl.com/technical-vs-adaptive
 Resilient Leadership ~ resilient-leadership.biz > Free-stuff
 Leadership Competencies ~ shrm.org > Research > Articles > Articles > Pages >
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Please inform Sharon.mcgann@unitedway.com.au if any of these links don’t work or you cannot access a document / video / assessment tool
Partners for Impact Program: Internet Hyperlinks
Community / NFP Sector
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Peer Development Skills
Australian Not for Profit Sector Size ~ pc.gov.au > Projects > Study > Not-for-profit >
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Report > Key-points
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Contributions & Challenges – Research paper ~ pc.gov.au > data > Assets > Pdf file >
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0009 > 94554 > 06-chapter2
Measurement - Research Paper ~ pc.gov.au > data > Assets > Pdf file > 0010 > 94555 > 
07-chapter3
Measuring Social Value Mulgan article - http://tinyurl.com/measure-social-value
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Social Impact - Article ~ ssireview.org > Articles > Entry > Zeroing in on impact
Theories of Change - Article ~ kipp.org > News > Stanford-social-innovation-review-the
power-of-theories-of-changeManaging Non Profit Orgs - is it different?
- Research Article ~ eprints.lse.ac.uk > 29022 > 1 > Cswp1
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- Tim Costello Opinion Piece ~ probonoaustralia.com.au > News > 2012 > 04 > Ifwe%E2%80%99re-not-profit-what-are-we
Financial management of Not for Profits - http://tinyurl.com/fin-mgt-NFP-CPA
Charity “overheads” Dan Pallotta video
http://www.ted.com/talks/dan_pallotta_the_way_we_think_about_charity_is_dead_wrong.
html
Getting Started - http://unitedway.com.au/pfi/
Mentoring skills - Kit - http://unitedway.com.au/pfi/
Leadership Storytelling ~ youtube.com > Watch ? ...
Convincing with stories ~ youtube.com > Watch ? ...
Coaching
Coaching GROW Model article ~ tinyurl.com > GROW-model2
Communication skills
Video ~ youtube.com > Watch ? ...
Decision Making skills
Video ~ ted.com > Talks > Daniel goldstein the battle between your present
and future self
Goal setting skills
Strategies article - ~ dominican.edu > Dominicannews > Study-backs-upstrategies-for-achieving-goals
SMART Goals video ~ youtube.com > Watch ? ...
Please inform Sharon.mcgann@unitedway.com.au if any of these links don’t work or you cannot access a document / video / assessment tool
Partners for Impact Program:
Peer Development Preparation Guide
Getting Started
The following guidelines and tools can be used to help you structure your initial meetings. You don’t have to
complete all of the activities, choose what works for you in understanding yourself, your role and your desired
outcomes.
First Session/s – Setting the Scene
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Give a brief summary of your work and life background and why you are participating in the Program
Discuss what you both hope to get from participating in the Program
Resource: Share your EOIs and your personal / family history highlights
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Share your learning and working preferences
Resource: Use the Online Resource Kit (mindmap) to find online tools e.g. MBTI, Learning Styles
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Agree roles, responsibilities and confidentiality
Resource: Use Roles and Responsibilities Checklist (next page)
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Discuss logistics
Resource: Use Peer Development Plan template (next section)
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Develop Desired Outcomes
Resource: Use Peer Development Plan template (next section)
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Analyse Community Organisation’s capacity
Resource: Use Organisational Capacity Diagnostic Tool (separate document)
Subsequent Sessions
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Start each session with “wins for the month”
Review goals / actions and progress
Note agreed actions and next meeting and email to each other
Resource: Use the mindmap to find online tools e.g. GROW Coaching model and Action Plan
templates
Formal Review Sessions
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Review Peer Development Plan
Generate measures / examples / stories / highlights of progress, or identify barriers to progress and
possible ways to overcome the barriers
Discuss and note if desired outcomes or measures have or need to change
Discuss how well the peer pairs format is meeting your individual and collective needs
Resource: Progress Template (will be issued in October)
Reviews due 15th November 2013 and 30th April 2014)
Partners for Impact Program:
Peer Development Preparation Guide
Roles Checklist
How can we work most effectively together?
You may want to be specific about the types of roles you will play with each other, or the need may change
from session to session depending on the topics to hand. Use this checklist to discuss the range of roles you
may want each other to play and any you don’t want the other to play.
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Advising
Coaching
Skills training
Brainstorming
Sharing experiences
A sounding board for ideas or issues
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Role modelling
Devil’s advocate – questioning solutions
Networking
Reflection
Keeping on track
Comments:
Responsibilities Checklist
Discuss and agree how you will demonstrate to each other the following responsibilities:
 Maintain a professional relationship
 Provide constructive feedback
 Contribute to each others’ personal and professional development
 Maintain and respect the confidentiality of the discussions
 Take an active role in reviewing each others’ progress
 Provide adequate notice of unavoidable changes in meeting times
 Notify the Partners for Impact Manager if there are any needs the program or pair isnot meeting
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Comments:
Confidentiality Agreement
I agree to maintain the confidentiality of the information and opinions and any concerns that are
expressed to me by my peer pair.
Signed: _____________________________
Signed: _______________________________
Name: ______________________________ Name: _______________________________
Partners for Impact Program:
Peer Development Plan (due 31 July 2013)
COMMUNITY PEER
CORPORATE PEER
NAME
EMAIL
PHONE /
MOBILE
LEADERS
DESIRED
OUTCOMES
- Personal /
Professional
LEADERS’
INDICATORS /
MEASURES
(How you will
measure
progress and
success)
Six month
progress
update due:
15th Nov 2013
Please send completed documents to Sharon.mcgann@unitedway.com.au
Partners for Impact Program:
Peer Development Plan (due 31 July 2013)
COMMUNITY & CORPORATE PAIR
DESIRED
OUTCOMES
- for
Community
Organisational
Capacity
Building
ORG
CAPACITY
INDICATORS /
MEASURES
(How you will
measure
progress and
success)
Six month
progress
update due
15th Nov 2013
LOGISTICS
GETTING STARTED
Frequency of Meetings?
Location/s?
Who to Schedule?
Agendas? / Who to create?
Notes or Minutes? / Who to
generate?
How will we stay in touch
between meetings?
Other:
Please send completed documents to Sharon.mcgann@unitedway.com.au
Partners for Impact Program:
Guide for the Organisational Diagnostic Tool
Overview of the Organisational Capacity Diagnostic Tool
Purpose - “A Baseline Health Check”
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The Organisational Capacity Diagnostic Tool enables community organisations to create a baseline
and identify areas where they need to develop their strategy and their capacity to deliver on their
strategy.
The image on the next page shows how the dimensions fit together.
This tool is designed primarily for organisations to use internally. It is designed to start a conversation
within the organisation and assist decision-making.
It can be a tool for the community organisational leader to discuss the organisation with their
corporate peer. The tool enables a structured conversation between peer pairs and provides a
baseline for the Peer Development Plan Outcomes.
Using the Tool
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There are thirteen dimensions of the organisation. These were originally separated into five strategic
dimensions and eight operational dimensions. These have all been combined for simplicity of use.
On each dimension, three scenarios are identified, corresponding to:
(1) an opportunity for increased capacity
(2) a moderate level of capacity in place
(3) a high level of capacity in place.
To use the tool, first read the three scenarios given for each characteristic and circle the scenario that
best describes the situation within your organisation.
Also record any comments, particularly significant challenges or strengths that relate to that
characteristic and enter the total score in the summary row.
Using the Summary & Priorities page
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Having scored your organisation in relation to each characteristic you next calculate an average score
for the dimension by dividing the total score by the number of questions for that dimension.
When you look at the average scores you can choose to discuss the strong dimensions and how to
enhance those even further. You may also choose to discuss the weaker dimensions and what you
need to do to mitigate any risks.
You are requested to submit the Summary & Priorities page, together with your pair’s Development
Plan by the 31st July 2013.
The Diagnostic Triangle
The following image shows how the 13 dimensions are related.
Please send completed documents to Sharon.mcgann@unitedway.com.au
Partners for Impact Program:
Guide for the Organisational Diagnostic Tool
Please send completed documents to Sharon.mcgann@unitedway.com.au