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Ozg Consulting Services for Donor & Grantmaker

1. Inheriting a Grant Portfolio: Making sense of what’s happened. Sharpening the focus. Keeping up momentum.

2. Programming on a Blank Slate: Defining goals. Narrowing the field. Building a framework. Getting proposals.

3. Scanning the Landscape: Deciding why and when to do it. Identifying problems and existing solutions. Moving beyond the usual networks. Staying current while making grants.

4. Strategic Planning: Understanding it. Putting a planning process in place that works for you, your grantees, and your foundation.

5. Affecting Public Will: Building support and constituencies. Reaching new audiences. Making the case for change.

6. Amplifying Voices: Finding new grantees. Integrating new voices into conferences and publications. Balancing support for existing grantees and new ones.

7. Focusing on Equity: Understanding the impact of all kinds of diversity on grant-making goals. Helping organizations in a field or community be more diverse and inclusive. Grant making with a gender lens.

8. Influencing Public Policy: Supporting advocacy. Working with politically active grantees.

9. Managing Risk: Knowing what it is. Discussing it with grantees and foundation decision makers.

10. Scaling Up Successful Work: Deciding to focus. Finding other funders. Choosing replication strategies.

11. Supporting Evaluations and Assessments: Working with grantees. Matching the method to the need. Working with consultants. Understanding alternative techniques.

12. Liaisoning: Sharing what’s worked and what’s been learned. Working with liaisoning experts. Planning and supporting campaigns.

13. Working with Intermediaries: Creating intermediaries to serve a gap in a field or community. Balancing support for intermediaries and direct grants. Clarifying roles and expectations.

14. Working with Start-ups: Moving from idea to organization. Managing your role in planning and development. Getting the most from technical assistance. Planning and building a stable future.

15. Conducting Meaningful Site Visits: Communicating plans and expectations. Preparing the visiting team. Setting realistic learning goals. Being a good guest.

16. Creating a Space for Candor: Getting and giving authentic feedback. Preparing for difficult conversations.

17. Making Connections among Grantees and Others: Arranging successful grantee exchanges and learning tours. Convening members of a field. Involving non-grantee organizations and applicants.

18. Making Grantee Reporting Useful: Clarifying expectations upfront. Creating useful financial and narrative feedback. Deciding what to do with what you read.

19. Responding When Projects Flounder: Coming to the rescue when good grants go astray. Recognizing warning signs. Deciding to intervene. Shaping your response.

20. Saying Yes and Saying No to Applicants: Understanding grant seeker expectations. Managing your role as a decision giver.

21. Starting with an Exit Strategy: Using benchmarks to define progress and success. Being clear about program boundaries. Communicating with grantees about the future.

22. Collaborating with Other Funders and Donors: Forming a funders’ group. Attracting donors. Sharing roles and responsibilities.

23. Working with Business: Partnering with the business sector on projects. Supporting changes in business practices. Bridging the cultural divide.

24. Working with Communities: Finding stakeholders. Working with nonprofits that aren’t grantees. Supporting community organizing.

25. Working with Government: Partnering with the government sector on projects. Supporting changes in public policies. Creating learning opportunities.

26. Building Knowledge: Making grants for research, assessment, and learning. Supporting dissemination efforts.

27. Developing Organizational Capacity: Making grants to support management, technology, boards, volunteers, and staff. Integrating general operating support into grants.

28. Making Grants Internationally: Making grants without staff in other countries. Supporting world conferences and summits.

29. Providing Social Investments: Learning the rules and regulations of program related investments (PRIs). Calculating risk and repayment. Leveraging funds from other sources.

30. Responding to Emergencies: Doing quick turnaround responses. Supporting local partners. Coordinating with other funders. Addressing long-term recovery.

31. Strengthening the Financial Security of Grantees: Making grants for core support, capital endowments, and fundraising.

32. Supporting Individuals: Developing fellowships, awards, travel grants, and professional development grants.

33. Testing New Ideas: Making grants for pilots and demonstrations. Supporting planning activities and early stage innovation.

34. Using Competitions and Requests for Proposals: Shaping the competition so it serves grant-making goals. Managing the process. Working with those who are not selected.

35. Effective Grant Maker: Legal and fiscal responsibilities. Expanding your grant-making tool kit. Getting professional development.

36. Developing Leadership Skills at Work: Understanding your role in a system. Managing tensions productively. Understanding the role given to you and how you take it up.

37. Learning from People Who Are Different from Yourself: Assessing your network pool. Using attentive listening skills. Creating alliances across difference.

38. Looking Out for Ethical Dilemmas: Recognizing ethical challenges in grant making. Understanding grant-making ethics inside your foundation.

39. Managing Workload: Reducing the frazzle factor in grant making. Balancing conflicting demands. Integrating work and personal life.

40. Supporting Initiatives: Managing roles and expectations with grantees. Working with consultants and lead intermediaries. Building collaboration. Trouble shooting.

41. Introducing New Ideas into Your Foundation: Making a case. Building coalitions for change. Engaging your foundation in emergent ideas and strategies.

42. Making Grants as a Team: Clarifying roles. Building trust and nurturing talent. Working across boundaries.

43. Starting an Employee Grant-Making Program: Bringing more people into the grant making. Designing a program to meet internal and external goals. Organizing your committee and getting started.

44. Supporting Accountability: Communicating to constituents and the public. Keeping an eye on spending and costs. Sharing lessons, learning from each other, and focusing on results.

Ozg Donor Consulting

Tel # 0091-11.2588.3148

Email: donor.consultant@ozg.co.in

@ http://donor.ozg.in

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