How to charm your program officer and have the best site visit ever!

the-screamThere are few things in the nonprofit world as exciting and nerve-wracking as the site visit, the final step before getting a piece of that sweet, sweet funding. It is kind of like a date, a date where if you fail to impress, you may have to lay off staff and possibly not be able to help hundreds of clients who need the services, leaving you to weep alone in your office bathroom, consoling yourself with an entire bar of Trader Joe’s Pound Plus dark chocolate with almonds.

Program officers are special people. Smart and good-looking—in fact, scientifically 27% better looking than civilians—they can be intimidating. However, despite their great complexion and impeccable sense of style, they are also human. So if you are fortunate enough to get a site visit, there are things you can do to increase your chance of it being a successful one. Just follow these tips below:

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An Executive Director’s Self-Evaluation

Hi everyone. For the first time in my eight years with the organization, my board has decided to conduct a performance review. These are two words that send chills up and down every Executive Director’s spine, on par with “budget deficit” and “annual event.” The board had a clandestine meeting three weeks ago to talk about my performance as an ED. Soon they will meet with me to deliver feedback.

I’m nervous. I just know they’re going to say something like, “Vu, you’ve developed a reputation as a drunkard and a loudmouth. That’s affecting VFA’s image. We need you to stop mixing drinks at work. Also, funders are saying you’ve been dressing up as Oliver Twist during site visits and literally begging for money.”

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The Wall of Philanthropy, Wildlings, and White Walkers

wallLast week I wrote about the Sustainability Question and how it is symptomatic of an ineffective funding system where funders and nonprofits are not equal partners but more like frenemies. This apparently resonated with many readers, at least 138, since that’s how many people shared it on Facebook, and only 26 of those were from me mandating staff to do it. “Yeah, Vu, high-five!” said a colleague at a meeting, and we high-fived, which was tricky, since I was holding my 5-month-old baby Viet. We are doing a nanny-share with another Executive Director, but even with the split costs, we could only afford it four days a week, so on Fridays, we two EDs tote our babies around.

The post sparked some great conversations, especially around the challenges of communication between funders and nonprofits. “I call it the Wall of Philanthrophy,” said one of my ED friends. She painted the image of a physical wall between funders and nonprofits. “There is a tiny window in the wall, and every once a while it opens just a little bit, and maybe there is an exchange of ideas, but then it quickly closes, and it’s solid wall again.”

This reminds me of the Wall in the Game of Thrones. It is 700 feet tall, 300-mile-long wall made of solid ice to keep out the Wildlings, people who are regarded as primitive, cruel savages who have poor hygiene. The Wildlings live North of the Wall, a barren, desolate, cutthroat, and eternally wintery landscape that has very few good restaurants. Every once a while they try to cross the Wall and get South into the warm Seven Kingdoms, which are more civilized and you can go to the bathroom for more than two minutes without fear of frostbites and gangrene. While a Wildling or two sneak past the Wall here and there, in a thousand years not a single assault on the guarded Wall has succeeded.

Another unhygienic wildling asking for general operating
Another unhygienic wildling asking for general operating

I don’t think I’m the only one who feels like nonprofit organizations and staff are like the Wildlings trying constantly to make it past the Wall. “Sound the alarms! There is a group of Wildlings at the base of the Wall, and they are chanting ‘General Operating Funds! General Operating Funds!’ Quick, prepare the hot oil!”

This Philanthropic Wall manifests itself in many ways:

  • After the site visit, we hardly see funders at programs and special events
  • Nonprofits are rarely invited to conferences and other important gatherings of funders
  • It takes anywhere from a week to nine years to get a hold of some funders, often when we are trying to get support for time-critical projects
  • Funders almost always refuse to join committees for projects initiated by nonprofits
  • Not a single funder accepted my invitation to 80’s-themed trivioke night, a combination of trivia and karaoke.

I don’t think I will be able to scale this wall in my lifetime, which is why I’ve been training my son Viet when I have him on Fridays, hoping that one day he will follow his father’s footsteps into nonprofit and continue the work. Instead of children’s stories, I’ve been reading strategic plans and annual reports to him. “One day, son, all funding will be general operating. I probably won’t be around to see that. Learn and grow strong and help to make that happen.”

Every once a while, though, there is a glimmer of hope. An Executive Director friend of mine said she was invited to a conference of funders to present her organization’s work. “Really?!” I said, nearly choking on a pluot, “you’re attending a conference of funders? No way!”

“Yeah,” she said, “but they made it amply clear that I am not to approach any of them to solicit funds. Actually, it was hinted that I shouldn’t talk much at all. In fact, I have to wear this scarlet N on my nametag to mark me as a Nonprofit.”

We nonprofits can understand why people feel that the distance between funders and nonprofits is necessary. After all, there are so many nonprofits, and funders should be fair and should not be playing favorites. However, the quest for objectivity and impartiality has led to an unhealthy adversarial system that has been harmful to the field. How can conferences to talk about funding structure and collective impact and other important stuff be effective when the people doing the direct service work and thus have first-hand knowledge of client and community needs are only marginally part of the conversation?

Plus, when there are insurmountable barriers to communication with funders, it just means that the nonprofits with the strongest relationships and connections make it through, finding support for their own projects. So many great ideas never get off the ground because many nonprofits leaders do not have the behind-the-scene connections with funders, and on the other hand, so many crappy ideas do get funded because someone knows someone who knows someone.

Funders have more power, and thus must take a larger share of the responsibility for perpetuating an ineffective system where we nonprofits spend much of our time trying to figure out how to survive instead of innovate. We have been at the base of the Wall chanting things like “general operating funds!” and “overhead is necessary” and “standardize your budget forms!” for a long time now, with little result.

But we nonprofits are not off the hook either. Like the Wildling tribes, we are constantly in competition for survival, which tends to happen when resources are scarce. We have to work together and support one another while simultaneously delivering common messages and proposed solutions. We can’t just keep grumbling at the base of the wall. We must unite.

white walkersWe must ALL unite. In the Game of Thrones the Wall wasn’t originally built to keep out Wildlings. They were just unlucky enough to be caught on that side when the Wall was built thousands of years ago to defend against the White Walkers, who are kind of like scary-as-hell evil ice mummies who could turn dead people and animals into evil ice zombies and the army of mummies/zombies went and killed everyone, Wildlings and civilized people alike, until they were driven back to their cold, wintery home and the Wall was built to keep them there. Winter is coming, it lasts whole generations, and the White Walkers are stirring once again.

The point is, there are greater threats out there—poverty, racism, violence, loneliness, war, inequity, oppression, homophobia, injustice, unaffordable childcare, hunger, illness, death, etc., the White Walkers of our nonfictional world—and we should be working together to defeat those things, not focusing so much of our time building and maintaining walls around ourselves and each other. Funders and nonprofits must communicate better and work in partnership more effectively.

How about we start by carpooling to the next trivioke night?

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Related Posts:

Collective Impact: Resistance is Futile

Site Visits: Uncomfortable, Yet Terrifying

The Most Crotch-Kickingly Craptastic Grant Application Notice Ever

Nonprofit Funding: Ordering a Cake and Restricting it Too

Nonprofit’s ultimate outcome: Bringing unicorns back to our world

Soup-Kitchen_DBThe concept of “outcomes” has been well-beaten into all of us nonprofit folks. So much so, in fact, that I start to apply this concept to all sorts of non-work stuff. For example, watching Games of Thrones reduces stress, which allows me to be happier, which makes me a more thoughtful life partner. And that’s why I didn’t do dishes yesterday. 

Outcomes and metrics are great and necessary, but I am wondering if we are starting to take them too far. Every once in a while, we in the field do the infamous “so that” exercise. We start with an activity, let’s say tutoring kids, and we think about the effects: We tutor kids so that they can get better grades in school…so that they can move up a grade…so that they can graduate from high school…so that they can get into college…so that they can graduate from college…so that they can get a good job. Therefore, tutoring kids helps them get a good job. Sweet!

But at what point in the “so that” chain is it OK to stop and say, that’s a good outcome to fund? At what point does it become ridiculous? In recent years, it feels like we nonprofits have been pushed to expand this chain, because the further up the chain we go, the stronger and more compelling the outcomes seem to be, and the easier it is for funders and donors to rationalize funding programs. But sometimes it makes no sense. Sometimes it obscures the fact that we should do the right thing simply because it is the right thing to do. Because of the funding dynamics, we often have wacky conversations like this:

Funder (on a program visit): So how many hot meals does XYZ Organization serve each week?

ED: In a typical week, we provide about 900 meals to low-income seniors.

Funder: That’s wonderful. What are the outcomes of your program?

ED: Well…uh…the seniors come in hungry, and they leave full.

Funder: Yeah, but what does that do in terms of impact? Can you elaborate?

ED (remembering the “so that” exercise): Oh, yes, of course. When low-income seniors have access to nutritious food, their health improves, which means they function better. Healthy, well-functioning seniors lead to stronger communities. It also reduces accidents, which every year cost the state millions of dollars in emergency services.

Funder: Excellent! What evaluation instruments do you—

ED: But that’s not all! Those millions of dollars that would have been wasted on emergency services can now be invested in education, infrastructure, and economic development. Those investments will lead to a stronger state, which leads to a stronger United States, which will allow us to be better gunicorn 2uardians of the globe, which may lead to world peace. And world peace means that the unicorns may return. The ultimate outcome of our hot-meal program is for the self-exiled unicorns to return to our world!

All right, that last part is something that we might think when in this situation, but would never say out loud to funders or donors, who wield the power of life and death over programs. We learn to say the right words because we know how vital these services are, but on the inside, we’re screaming “People not being hungry is a great outcome already! Gawwwwwww!!”

A couple of years ago, I helped start the World Dance Party, which is just a giant multi-cultural/multi-generational potluck party where people learn eight different dances in mini 20-minutes lessons, and everyone dances. That’s it. No lectures, no fundraising. It is free and attracts 200 to 400 people of all ages and backgrounds. The outcomes of WDP include getting neighbors to get to know one another and to feel connected to their community. I sometimes get blank stares when I tell people this, though, as if they’re expecting something sexier, like that these World Dance Parties, through getting neighbors to know one another better, reduce gun violence by 25%.

Funders’ push for “more compelling outcomes” goes too far sometimes, forcing us nonprofits to claim to be responsible for outcomes that make no sense for our programs. After-school arts or sports programs, for example, should not have to be directly responsible for and judged on increasing graduation rates, or getting kids into college. They increase kids’ confidence and love of learning and teamwork and a host of other skills. Those are absolutely wonderful outcomes by themselves and should be funded.

If we think about it, everything we do in this field has one ultimate goal: to increase happiness. All of us are happier when everyone’s basic needs are met, when we all live in safe and strong and supportive communities, when we all continue to learn and grow and reach our potential and contribute back.

But increasing society’s happiness is too fluffy an outcome, so we usually stop the “so that” chain at things like reducing crimes and saving taxpayers millions. The insidious effect of this sort of thinking is that we lessen the intrinsic values of human lives. Sheltering our homeless so that they are not battered by the elements for even a single night, that is itself intrinsically worth doing, because we don’t want our fellow community members to suffer. Building confidence and creativity in kids through teaching them photography or beat-boxing or poetry, that is itself intrinsically worth doing, because all kids should have opportunities to grow and explore their world. Having fun World Dance Parties so that people can feel connected to their neighbors and to their community, that is itself intrinsically worth doing because everyone deserves to feel a sense of belonging.

Sure, the above activities and other stuff we do in the field will lessen crimes, save society money, etc., but those effects should be considered awesome bonuses. They should not be the main reason why we do the things we do. We should do our work with the belief that every individual life has an intrinsic value independent of its value to society.

Only when we all truly believe that, will the unicorns come back to our world.

Youth Development: Why it is just as important as Early Learning

teenagerFor the past few months, I’ve been thinking. Mainly about a Broadway show highlighting nonprofit work, called “501c3, the Musical.” It’ll be awesome, and I’ve starting coming up with titles and lyrics for potential songs, for examples “Another Evening in the Office” and “I Should Have Listened to Ms. Cleo.” (Hit me up if you have any connections to Broadway producers).

But I’ve also been thinking about the youth development field. Specifically about the difficulties of seeking funding for direct service youth programs as more and more funders shift their focus to collective impact efforts and early learning programs. It is the nature of the work that the funding tides shift back and forth from one worthy concept to another. But still, it has been frustrating and discouraging, and I don’t think I am the only youth development professional who feels like Sisyphus pushing the rock up the hill, fighting constantly to save programs that serve youth, to convince funders that our society’s well-being depends on our having strong services along the entire continuum of our kids’ journey from birth to adulthood.

Two years ago, I served on the Families and Education Levy advisory committee, which was determining how to allocate the $232 million in funding that we would be asking of Seattle voters. The early learning advocates were organized, providing impressive data on return on investment, showing that a dollar invested in high-quality early learning programs could yield an eight or ten-fold return to society. They had convincing research results on brain development and a compelling argument that an ounce of prevention was so much better than a pound of cure.

No one in their right mind would argue against the importance of early learning, and now that I have a kid, I appreciate it even more. What is alarming, though, is that we have started moving into this zero-sum mentality of funding and programming. I remember during one Levy meeting when someone said, “We don’t have much funding, and if we spread it around too much, it won’t be very effective. I propose we invest all of the funds in early learning.” Several others agreed, and I probably pissed off a few people by opposing that idea, saying that we have to support kids at all points of their lives.

Youth Development, as a field, has many weaknesses. First, the term “Youth Development” is confusing. When we hear “Early Learning,” we instinctively have an image of what that is. It is easy to understand: Children, learning early, and thus getting a head start in life. “Youth Development” meanwhile, what the hell is that? It sounds like we’re trying to reverse aging. What’s the definition of youth? And developing what? What are we trying to develop our youth into?

Second, the field itself is nebulous and disorganized. “Youth Development” encompasses so many things: mentorship, tutoring, extended learning, leadership, arts, sports, media, mental health counseling, identity formation, environmental stewardship, career exploration and job searching, etc. Because the field is so broad, we have only started to pin down our common goals, compelling research, key messages, outcomes, evaluation tools, etc. In fact, Youth Development, as a field, is similar to the lanky, awkward, potential-filled youth that we serve. We are trying to find our identity and our place in the world. We have made great progress working together though organizations like Youth Development Executives of King County (YDEKC), whose board I am on. Still, we are behind and are playing catch up with other much more well-organized fields.

Third, it sounds crass, but let’s face it, babies and small children are much cuter than the pimply-faced and cranky older kids and adults they grow up to be. Just thinking back on what I was like as a teenager, with the braces and the severe acne and the constant sullenness, I can see why it is just easier to invest in the little kids, with their big adorable eyes, innocence, and endless curiosity. (I still have severe acne, but at least most of it is masked by wrinkles). We are programmed to protect our young, and when we have compelling research on brain development and return on investments, funding early learning programs is a sexy no-brainer.

But we must have a balanced approach. Despite all the weaknesses of the youth development field, or because of them, it is more important than ever to invest in youth programs. Just because we, the adults, have not been the best at organizing ourselves and our work and coming up with a more compelling name than “youth development,” it doesn’t mean our kids should be punished.

But that’s what’s been happening. An Executive Director colleague told me last week several hundred thousand dollars in grant funding was moved from her organization’s youth program to fund early learning. Across the board I hear of more and more youth programs being cut. It is depressing. This approach is discouraging, and it is counterproductive. Usually the first programs we cut are programs that kids love–like art, sports, nature exploration–programs that keep them motivated to learn and to remain in school. We MUST support youth programs as strongly as we support early learning programs, for several reasons.

First, kids get older. They will soon grow out of early learning programs, and life only gets more and more complicated. They may now face bullying, identity issues, clashes with their parents, academic challenges, hormones, discrimination, finding a sense of belonging, comprehending the nature of the world and why awful things happen to good people on the news, and multiple other stuff, usually in a single day. All the gains kids make early on in their lives through great early learning programs will likely fade unless we continue to support them through these turbulent years.

Second, many kids do not have the opportunity to benefit from early learning programs. Many of our struggling kids are immigrants and refugees who arrive to the US when they are older, bypassing early learning programs. The ones who arrive after the age of 12 face the greatest challenges, dealing with the above barriers while also experiencing language problems, cultural adjustment, and parents who work several jobs and are never around and who are also struggling themselves. We cut programs that support these older kids, and we wonder why they keep disproportionately failing in school or ending up in the criminal justice system.

Third, the return on investment for youth programs is just as high as for early learning programs. As this analysis shows, an investment of $1 in youth leads to a benefit to society of $10.51, assuming that the program helps the youth to graduate from high school and get a job and pay taxes and stuff. This doesn’t even yet account for the savings we’ll get by not having the kid going to jail and costing tax payers tons of money in dealing with crimes, etc. Yeah, the analysis is not perfect, but it is a good start. We youth development workers just suck at communicating these types of messages.

I know we’ve been talking about making the choice between prevention and cure. But for a second, let’s stop talking about our children as if they are diseases. Instead, let’s agree that all our kids deserve a good start to their lives, and that’s why we should invest in early learning. High-quality early learning programs are critical to our kids’ success.

But as children grow, things get more complex and more challenging, so in addition to a good start to their lives, they need a good adolescence, and a good bridge to their careers, and that’s why we must all invest in youth programs. With everything that our kids face every day, trying to grow and learn and understand themselves and get along with their friends and family and graduate from high school and take care of their acne problem and apply to college and find a job in this challenging economy, it is more critical than ever that all of us—early learning advocates, youth development advocates, collective impact advocates, funders, policy makers—work together to support our kids throughout their ENTIRE journey from birth to adulthood.