EPIP STRATEGIC PLAN TOWN HALLEPIP WebinarOctober 26, 2016EPIP Hosts: Tamir Novotny & Biz GhormleyCo-presenter: Christi Tran

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Emerging Practitioners in Philanthropy (EPIP) is a national network of foundation professionals, social entrepreneurs and other change makers who strive for excellence in the practice of philanthropy.

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We provide a platformfor our community to:

Connectwith others

Learn & practice

leadership skills

Inspireemerging ideas in the social sector

Get in touch!Please reach out with any questions or to learn more about membership!

Biz Ghormleybiz@epip.org

Director of Operations & Member Services

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• Advocacy in Grantmaking – working together for increased impact, Wednesday, November 9 at 3pm ET

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SpeakersTamir Novotny, EPIP Executive DirectorChristi Tran, Strategic Planning Consultant

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Strategic Plan Town Hall October 26th, 2016

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Agenda● Welcome and Introductions

● Context and Framework

● Work and Findings-to-Date

● What’s Next in The Process

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Context and FrameworkEPIP Strategic Plan Town Hall

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World

Field

Institutions

Members

EPIP’s Next Stage: Radiating from the center

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Sustain Core Operations

Build Enduring CapacityExtend our footprint

Diversify revenue streamsDeepen member, alumni engagement

Build new partnerships

ResearchInstitutional services

Advocacy (field/policy)National

conversationsSpecial Projects

Break Through

Improve

Strategic Planning Frame

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Early Takeaways

● For rising leaders, a rocky road

● For institutions, untapped assets

● Members, chapters already leading

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Discovery Phase: Work and Findings

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Christi TranPrincipal, Guanabana Consulting

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Strategic Planning: Organizing Questions

● What trends in the field and the world should inform our new strategy?

● What is our point of view on how philanthropy can better advance equity and support our members?

● What outcomes would we want to advance for the sake of equity?

● How do we see our role in the field?

● Who are our members and what role do we have relative to them?

● What approaches could we take to play this role?

● How can we test and develop these approaches?

● What capacities would we need to advance these approaches?

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Goals of the Discovery Process

● To discuss stakeholders’ points of view on philanthropy

● To hear about stakeholders’ experiences of EPIP

● To surface insights about what role EPIP might serve in the field

● To understand the pains, insights, and needs of EPIP members, as well as

understand the threats and opportunities in the field (PINTOs)

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Who We Engaged with (and How) during initial Discovery Phase

● Interviews with current and former board members and staff members, as well as leaders and innovative thinkers identified by EPIP

● Design workshop with Chapter Leaders during the conference

● Gallery walk opportunity for conference attendees to respond to targeted questions and statements about their experiences in philanthropy

● Voting process for conference attendees to elevate the responses that most resonate with them

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Facilitators’ Key Findings from Initial Discovery

● EPIP’s greatest asset is its enormously talented and diverse member community; these motivated practitioners bring fresh perspectives, are passionate about urgent change, and have tremendous energy and creativity

● However, structural barriers, lack of diversity at highest levels of leadership, and a culture of elitism within foundations contribute to feelings of isolation, frustration and disillusionment among individual members

● Foundations are failing to retain diverse talent, who leave when they see little room for growth coupled with risk-aversion and practices that undermine or slow progress on issues they care about

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Potential Directions for EPIP from Initial Discovery

● Cultivate diverse talent by shoring up professional and leadership development resources and offering spaces for members to build relationships and grow leadership

● Serve as a platform for advocacy and influence for changing practices in the field

● Expand EPIP community’s influence by exploring EPIP’s role within the broader ecosystem of affinity groups and others working with philanthropy

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Next Steps in Planning Process

● Engage broader EPIP community in additional discovery:○ Interview institutional members, chapter leaders, alums and partners (Fall)○ Release member experience survey (Winter)

● Strengthen programming, leadership offerings and collective leadership efforts:○ Form Chapter Leader Committee (Fall)○ Support Annual Planning for Chapters (Fall/Winter)○ Align existing programs as outcomes evolve (ongoing)

● Share draft EPIP Vision, Mission, Values and Theory of Change○ Solicit feedback from EPIP community (Winter)○ Engage stakeholders in continued refinement (Spring)

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● How do these findings resonate (or not) with your experience?

● What opportunities do you see for us in this new iteration of our work?

● What energizes or concerns you about the general direction in which we’re headed?

Proposed Discussion Questions