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Funders Roundtable – What are implications for the New Normal?

On October 29, 2020, the New Normal Project convened a roundtable of foundation, community foundation, and Jewish Federation funders to explore how the pandemic has impacted the work of funders – and what possible implications are for both funders and grantees in the future.   

Discussion questions included:

  • What have you and/or other funders done right and wrong so far in responding to Covid 19?
  • How are you developing your picture of what the new normal will be like?  What do you think the biggest issues will be for the Jewish community and for funders?
  • What approaches are Jewish funders considering/should be considering to help non-profits address the next phase of the pandemic’s impact? How are you prioritizing the use of your Foundation’s resources and adjusting spending policies or grant approaches?
  • What are you planning to do differently from your normal practices over the short and longer-term horizons? Are you engaging in any new collaborations to enhance impact on the field?
  • Going forward, what do you see as the biggest challenges and opportunities facing Jewish funders? What emerging lessons can be applied?
  • What types of innovations and eco-system change you would like to see (e.g. collaborations, mergers, consolidations, sunsetting, etc.)? What is the role of funders in promoting and driving innovation and/or putting pressure for change? 
  • What advice would you give to grantees in how they should be dealing with funders?

Key themes that emerged included:

Communication is key – from funders to grantees, from Federations to communities, and from grantees to funders and supporters.  This needs to be honest and transparent.

Response to a crisis is a long distance race, not a sprint. 

Funders stepped up in significant ways in response to Covid, in terms of increasing spending policies, relaxing grant restrictions and reporting requirements, and providing additional support and renewal grants.  It is unclear how sustainable this is, given that needs will likely be even greater next year, and we won’t know how donors “replenish” their funds until the end of the year.

Great opportunities to connect and do business remotely via zoom, but while technology has catalyzed some change, there are also costs and limitations.    

This crisis provides a tremendous opportunity to innovate, but many funders have not focused or coalesced around how to have conversations about change or different ways of doing business, including mergers and alternative/deeper collaborations.  And funders have a crucial role to play in catalyzing and incentivizing these conversations.     

Among more local funders, there seems to be an increasing shift and prioritization of local funding needs vs. national or international needs.

It was also clear in this discussion that there isn’t a lot of clarity about what the new normal will look like – or should look like – and that this uncertainty will continue for a while.  Also, many funders don’t have the bandwidth or expertise to figure all this out.  A key question is how to facilitate discussions about needed change among grantees, and how funders can leverage their leadership role in catalyzing change.

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Blog

What is the New Normal?

Whether you call it new normal, next normal…or just plain not normal, Covid has disrupted everyone’s plans and activities.  In many cases, this pandemic has served as an accelerant for trends, challenges, and changes that were playing out before – and while in the “beforetimes” inertia could often carry organizations through, allowing them to kick the can down the road, now there is no choice but to confront harsh realities and stark questions.

A good metaphor I recently heard is that of a forest fire, which sweeps through in a sudden rush and causes a lot of disruption.  Dead wood, debris, and untended conditions can make a situation ripe for this kind of disaster.  But afterwards, while the ground may be less cluttered or sparse – with surviving trees scarred or charred – those that do survive may be stronger and new shoots can emerge healthier than they were before. 

(Credit for this metaphor to the first podcast episode of “Post Corona” by Dan Senor – check it out!)

There is probably more to this metaphor which can be played out in terms of how to fight fires, that these increasingly tend not to be over-and-done incidents but longer-term efforts, and the need for more active management of our natural settings…but I think you get the idea. 

One can say similar things of our non-profit organizations, and those that fund them.  Now is the time to be proactive, to address long-standing issues head-on, and to start moving from response mode to recovery or even transformation.  It’s not going to be easy – but this is what coming to terms with the new normal is about. 

Happy to have a conversation to discuss your situation, what you are seeing on the ground, or how we can help.  Contact us!

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Article

The Leader’s Playbook in time of crisis

As communities and organizations deal with an unprecedented crisis in the form of this Corona pandemic, there are certain approaches which can set these organizations – and their leaders – apart.

What follows are some highlights of a “leader’s playbook” to be considered and implemented in times of crisis. This can be applied to a variety of situations and in many different types of organizations. (My attempt to apply this methodology to camping is also published on LinkedIn.)

1. Where is the opportunity?

The first rule in the “crisis playbook” is…don’t miss an opportunity to take advantage of a crisis. 

The primary questions you should be asking are:

  • What are the most pressing needs in your community right now? In the near future? 
  • Where are there gaps? 
  • What do you have to offer that can make a difference? 
  • What opportunities might there be for you to enhance your value to your constituents and impact?

While all of these questions are important, the ability to take advantage of opportunities that can present during a crisis is often the driver for whether organizations emerge from this period stronger or…diminished. Thinking strategically about how to pivot and be responsive in a crisis is a hallmark of successful leadership in these times. 

2. Keep your eyes on the prize.

In the current situation, it makes sense to take a fresh look at your value proposition. 

  • What is your core mission and purpose? 
  • Why is what you do relevant or urgent right now, especially in comparison to other urgent issues or needs in the community? 
  • Which of your activities or programs are mission critical? Which aren’t?

A crisis is a time to focus – and strong organizations and leaders will be able to clearly articulate answers to these questions. (If you are struggling to answer some of these questions, then a) perhaps you should be wary about fundraising at this time, and b) you need to reexamine how you are relevant.)

You should start by looking with a critical eye at what you need to do to be successful…both in terms of program and operations. The next step is to prioritize what is most essential and to deprioritize those activities that aren’t critical. Successful leaders will push this process of “making choices” forward, and to be sure that other leadership and important constituents are on the same page. There probably shouldn’t be too many things on your priority list, and your organization’s activities and people need to be aligned with these priorities. 

3. Embrace change.

Increasingly, in today’s world, the one constant is change. Effective leadership in these times means recognizing when – and how – business as usual won’t work going forward. 

After any immediate response to the current situation, and prioritizing what is essential and what isn’t, the next important step is to explore how an organization’s mission should be achieved in a new or different context – from new approaches to service delivery or staffing models long-term, to how to rethink and rebuild the organization differently for the future. The key is to think out-of-the-box while keeping your eyes on the prize.

4. Get ahead of the curve. 

As you are taking a fresh look at what is truly mission-critical, it is often important to make some key calls early on – especially if you are concerned about expenses or cash flow, but also in terms of psychology. We see this even now in the current crisis; people are less willing to make tough calls or sacrifices the longer this goes on. That is why it is important to come up with a gameplan early on for how to respond to a crisis and take advantage of opportunities. Some questions to address:

  • What are going to be the long-term repercussions from this crisis? 
  • What impediments and obstacles are there to fulfilling your current mission, and will those resolve soon or can they be overcome?
  • What programs or activities may be less essential, now and/or long-term? What should you be doing less of, divest, or discontinue? 
  • How does this impact organizational structure, staff functions, and staff positions?
  • How can/should leadership and governance for an organization best be structured to be effective and responsive? 
  • At the same time, what may be new or alternative ways to advance your mission? And what additional investments might be needed?

The sooner an organization can reframe its work and positioning, in light of its mission, the more likely it will be able to enhance constituents’ loyalty and appreciation.   

This also highlights a key role for funders, to help encourage these approaches and provide enough incentive or “risk capital” to catalyze some of these uncomfortable questions and potentially difficult changes.

5. Communicate and highlight your brand and value proposition. 

Those organizations that will survive – and thrive – through a crisis will be those that strengthen their relationships during these challenging times…both with current constituents and with prospective constituents or customers. 

How can you highlight your organization’s value proposition, through email communications and especially through targeted efforts on social media? The phone, old-school though it may be, is a great way to speak with key constituents and donors…and check-in calls can be a great way to deploy underutilized staff from home. Once you have fine-tuned your organization’s efforts and relevance during the crisis, communicate what you are doing early and often. 

While fundraising may not be appropriate or effective at this time (depending on what your organization does or needs), demonstrating how you are serving your community in smart ways and for the right reasons should produce long-term benefits that last long after the crisis.

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Welcome to the New Normal Project

Welcome to the New Normal Project. On this site, we will gather some of the best resources and experts to help organizations pivot to address the challenges they face today. Whether it is Covid 19 or a changed market environment or a new challenge or crisis that has come up – there is always a “new normal” and organizations, to be successful, must adapt.

Effective leaders are those who recognize when what had defined a previous reality or business model or approach no longer works the same way. At the same time, change is hard…and inertia is one of the most powerful organizational forces at play. We want to encourage organizational leaders look at challenges and issues in new ways, and to help them come to terms with the new normal…and then be prepared for the next new normal.

Read on and let us know what you think…