Situation Assessment
Environment Scanning
Retreat Facilitation
 
 
WHAT WE DO
   
  A strategy should not be confused with a wish list. Good strategies are always the product of practical thinking and tough choices.
   
   
 

The need for effective strategic planning is felt most acutely during a crisis, but good strategic thinking is just as critical during regular planning cycles. Through custom analysis and skillful facilitation, GivingWorks helps organizations build a shared understanding of where they have been, where they can go, and how they will get there. Our relentless focus on tangible impact builds a base for clients to communicate their impact to stakeholders.

GivingWorks is committed to helping organizations develop clear, relevant, high-impact strategies. We start with a situation assessment that brings together information from internal and external sources. We then model the external environment to discover connections to larger systems, risks, and opportunities. Finally, we facilitate retreats and workshops to help you turn your strategic insights into actionable next steps

Our strategic planning services can help your organization develop a shared understanding of its situation and key challenges, define clear priorities, spell out tangible next steps, and create tools to credibly measure and demonstrate the impact of your work.

 
 
Situation Assessment
   
 

Every organization has an untold story of how and why its processes have evolved. Strategists frequently err by either unquestioningly accepting the way things are, or by trying to start as if from a blank slate. Situation assessments by GivingWorks bring together information and perspectives from disparate sources to understand where an organization is and how it got there. This situation assessment pools organizational memory among management and staff to develop a holistic understanding of the organization's past and present.

By grounding strategic planning in an honest and balanced assessment of the organization's evolution, our retrospective analysis ensures that future solutions push beyond the status quo while building on the strengths and lessons of organizational history.

 

Highlight: Bridging the Gender Gap in the Auto Industry
For an average American family, the purchase of a vehicle is a major financial undertaking -- and it is a transaction that can frequently go astray. Research undertaken for this project showed that women in particular perceived themselves at a disadvantage during the car purchase process. Half of new automobile buyers in the United States are women - but women only make up 7.4% of the staff - and 2.0% of the owners - of auto dealerships. In addition, the peculiar cultural values and behaviors common in this female-absent environment exacerbated the discomfort and disrespect that many women feel when interacting with a dealership. We worked with a major American automobile manufacturer to understand how it could address this inequity, and improve its ability to connect with female employees and buyers. Our unique blend of rigorous quantitative and anthropological market research revealed the magnitude of the change impediments, but also clearly quantified the long-term financial and reputational consequences of not making the needed changes. Armed with a strong ethical and business case for change, we worked with the client to design and launch multi-pronged efforts to improve the gender-equity in its retail network, marketing communications, and its own staffing practices.

 
Environment Scanning
 

Public interest issues are larger than any one organization. The environment for organizations that work for the public benefit is highly complex. Strategic planning must consider peers, beneficiaries, supporters, and often opponents.

GivingWorks draws from a broad toolkit incorporating scenario planning, systems modeling, cause mapping, and competitor analysis to create a dynamic, big-picture view of your external environment. Through a combination of analytic rigor and creative exploration, GivingWorks helps clients think through their position in the field, interpret risks and unintended consequences, and identify potential alliances.

Environmental scanning can be undertaken to understand an organization's overall impact in the field or to inform an impending strategic decision. Often, GivingWorks develops custom tools to address a client's specific issues.

 

Highlight: Uncovering Challenges and Opportunities for the U.S. Postal Service
With the advent of email, proliferation of private delivery companies, plummeting price of telephone communications, and mounting concerns about postal terrorism, the U.S. Postal Service finds itself at a crossroads. GivingWorks staff worked with the USPS to identify the key drivers of its business and public service success, understand the role of each element in the USPS service portfolio, and develop a systems view of its environment. The tensions between the public service role of the Postal Service and the need to be financially viable were discussed from a new perspective. The report highlighted some of the untapped potential of the USPS and the need to adopt a more systematic and analytically driven portfolio perspective of the entire business. A year after its initial preparation, the report was also utilized by the Presidential Commission on the Postal Service.

Download the Report: Challenges and Opportunities at the U.S. Postal Service

 

 

Highlight: Charting the Future of Multimedia and Society
In 1995-1996, when the term "multimedia" was new to the English language, and connection speed to the internet was predominantly 14.4 KBS, we were asked to help make sense of how these emerging technologies would affect might affect society. Working with a consortium of private, public, and nonprofit groups that included NASA, Hewlett-Packard, the Federal Communications Commission, and several advocacy organizations, we took a look at how multimedia technology will affect the way we live, work, and play in the future. The five scenarios that resulted were used by each stakeholder to project and interpret the plausible changes in its role in society. Our analysis concluded that multimedia technology is largely "values-neutral," and therefore its social consequences are determined by the political and economic framework in which the technology operates. This exercise foresaw the growing importance of privacy, equity, and transparency legislation. We also foresaw the growth and unintended consequences of infotainment on the internet, as well as the rise of telecommuting and electronic surveillance. By bringing together diverse and formative perspectives from technology leaders, policymakers, and advocacy groups, clients were given a unique preview of social changes propelled by technological diffusion. This exercise was carried out by Nazir Ahmad and Eva Miranda for the Bay Area Multimedia Technology Alliance.

 
Retreat Facilitation
 

“GivingWorks played a useful catalytic role in helping us to think differently, to overcome sectoral parochialism, and to help us concentrate on delivering results rather than inputs. They were skillful in creating a non-threatening, evidence-based, decision-focused, and intellectually lively environment….GivingWorks helped lay the groundwork for the difficult discussions on choices and trade-offs that are hallmarks of a sound strategy."

–– Darius Mans, World Bank Country Director, January 2004

Board, management, and staff retreats are opportunities to step back and make strategic, long-term decisions, unimpeded by the immediate pressure of day-to-day concerns. But poor facilitation can leave practical concerns behind, producing "strategies" that can't be implemented. GivingWorks provides skillful, engaging, and informed facilitation that helps you create bold and innovative strategies that are relevant to the real world.

GivingWorks recognizes that retreats concentrate the organization's senior people, sometimes at great cost, to make its most critical decisions. GivingWorks uses careful preparatory work, skilled facilitation, and thought-provoking questions to create a space for constructive discussion of difficult issues. Just as importantly, we help you maximize the value of your retreats by quickly and efficiently guiding the team towards making key decisions, ensuring that discussions yield tangible, useful results. GivingWorks retreats create shared understanding and ownership around an action plan that lays the groundwork for implementation.

 

Highlight: Setting Portfolio Priorities for World Bank Country Teams
The World Bank manages a portfolio of different programs in each developing country that address its objectives. Every year, a number of lending projects and programs, analytic and advisory activities, and technical assistance engagements of varying cost and duration begin and end. Country teams must consider not only the effectiveness of individual interventions, but also how results aggregate across the portfolio as a whole. Through astute, informed facilitation, GivingWorks has led numerous country teams through strategic and portfolio decisions to craft judicious and effective results-based programs.

   
   
   
   

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