EPIP Strategic Planning Update - open-share v7.pptx

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1 EPIP | Philanthropy Rising EPIP Strategic Planning Open-Share and Feedback Session January 2017

Transcript of EPIP Strategic Planning Update - open-share v7.pptx

1EPIP | Philanthropy Rising

EPIP Strategic PlanningOpen-Share and Feedback SessionJanuary 2017

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The Leaders Are Here

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World

Field

Institutions

Members

EPIP’s Next Stage: Radiating from the center

Where we are today

● What we’ve completed: Discovery○ Interviews with stakeholders (Chapter Leaders, Allies,

Institutional Members, Board members, current/past staff)

○ Design workshop with Chapter Leaders

○ Gallery Walk and Hallway intercepts at Annual Conference

○ DRAFT Vision, Mission, Values and Theory of Change

● Where we are now: Open-Share○ Engage EPIP community for feedback on DRAFT Vision,

Mission, Values and Theory of Change○ Town Hall, Chapter Leader meetings, Google Docs○ Philanthropy Sector Experience Survey

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We See Ourselves Becoming a Community That:

• Gets even better at developing talent for the sector

• Promotes innovation and effective practices to support the success of our members

• Engages senior leadership to move our sector into deeper leadership for equity and social justice

CORE STRATEGIESDRAFT

Community BuildingWe join and build partnerships and coalitions to bring

opportunities to our community and amplify our influence

Professional and Leadership Development

We host and curate programing to gain skills, advance our careers and

strengthen our leadership

Advocacy and Innovation

We advocate and partner to support

members’ success and advance our vision and

values

Drivers

Talent, insight, passion &

knowledge of our community

Champions among member and allied

organizations

Resources and infrastructure

CORE STRATEGIES: ACTIVITIESDRAFT

Community Building

Content and program partnerships

Joint campaigns and coalitions

Connect EPIP members to external efforts and opportunities

Strengthen EPIP Community as its own network

Build new collaborations where necessary

Professional and Leadership Development

Trainings and content focused on:

Hard skills development

Social justice and equity

Internal and external advocacy

Leadership stance

Career advancement

Learning philanthropy

Advocacy and Innovation

We define and advance our collective vision for the field by:

Lifting member and partner voices

Supporting member leadership and activism

Engaging in dialogue across generations

Leading or supporting campaigns

Co-designing solutions

Community Building Meaningful, systemic change

Stronger orgs and

movements

OUTCOMESDRAFTCore Strategies Outcomes

Professional and

Leadership Development

Impact

A more just,

equitable and

sustainable society

Diverse, Equitable and Inclusive SectorOur sector innovates, takes more risks

and leads more boldly, bringing resources to communities and organizations to advance equity

Diverse, Supportive and Engaged OrganizationsOur organizations get the most out of all of their talent in

advancing excellence and equity

Excellent, Active LeadersEPIP members are better able to perform with excellence and

lead for equity, and advance in their careers(skills, substantive knowledge, savvy, support, standing) Advocacy

and Innovation

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Mission(Revised - draft for discussion)

Option: DRAFT MissionEPIP’s mission is to cultivate and activate our community of rising

leaders to advance excellence in philanthropy in order to build a more just, equitable and sustainable society

Current Mission: EPIP’s mission is to develop emerging leaders committed to building

a just, equitable, and sustainable society

DRAFT

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Vision (Revised - draft for discussion)

Option I: DRAFT VisionEPIP envisions a world where all people can live full, prosperous lives,

and a philanthropic sector that effectively advances this vision

Option II: DRAFT VisionEPIP envisions a world where people of all identities can prosper, and community-led efforts are supported by a diverse, equitable, inclusive

and effective philanthropic sector

Current Vision: EPIP envisions a day when all generations of practitioners in

philanthropy collaborate effectively to build better foundations for a better world

DRAFT

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EPIP’s Guiding Values(Draft for discussion)

DRAFT

● Advocacy

● Community

● Equity

● Excellence

● Diversity

● Inclusion

● Humility

● Learning

● Leadership

● Shared Experience

● Social Justice

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Other feedback? Questions?

● To access and comment on these slides: http://bit.ly/2lPWE2R

● Complete the Sector Experience Survey now: http://bit.ly/2kKNkfz

● Contact Tamir: [email protected]

● Contact Christi: [email protected]

Community BuildingWe join and build partnerships and coalitions to bring

opportunities to our community and amplify our influence

Meaningful, systemic change

Stronger orgs and

movements

THEORY OF CHANGE (FOR DISCUSSION)BACK UP - DRAFT

DriversTalent, insight, passion & knowledge of our community

Champions among member and allied organizationsResources and infrastructure

Core Strategies Outcomes

Professional and Leadership

DevelopmentWe host and curate programing to gain skills, advance our

careers and strengthen our leadership

Advocacy and Innovation

We advocate and partner with others to

advance excellence and equity, and to support our own

success in the field

Impact

A more just,

equitable and

sustainable society

Diverse, Equitable and Inclusive SectorStrategies, policies, practices that support equity

become standard practice more oftenPhilanthropy innovates more, takes more risks

and leads more boldly for equityMore resources - on better terms - go to communities

and other orgs to advance equity

Diverse, Supportive & Engaged Organizations We and our colleagues are heard and can lead from wherever we are

More of us advance in our organizations and/or careers Our orgs change policies/practices to better support us all

Our orgs make stronger commitments to equity, inclusion & diversity Our orgs become more diverse at the highest levels (staff & board)

We collectively get better at supporting equity work

Excellent, Active Leaders We gain the skills, savvy, support, substantive knowledge and standing to

perform, lead with integrity and advance professionallyWe work, lead, partner and advocate more effectively

We collaborate more amongst ourselves and with established leaders to explore challenges, co-design solutions and advocate for adoption