STAGE 1
STAGE 2
STAGE 3
INSTITUTIONALIZATION
Culture: You prioritize and act on strong hypotheses and data rather than
waiting for “perfect” information; your board challenges you to make investments
that follow these values.
Strategy: You establish a cross-sector “steering” or advisory board to advise
on program/portfolio strategy.
Planning:
You allow for less evidence-based grantmaking by investing in
solid, logical plans from leaders with strong track records of success (rather than
scientific/proven evidence of positive outcomes).
Communication:
You regularly and publicly celebrate organizational
failures or missteps as learning experiences.
Measurement:
You define how the organization will hold itself publicly
accountable to making progress towards its goal.
Evaluation: You collaborate with cross-sector partners to develop shared
goals and performance measures to hold the broader community and multiple
stakeholders accountable for long-term change.
Funding: You develop a pooled grant fund with other foundations,
government agencies, and/or private sector companies; multiple partners
collectively evaluate grant applications.
—7—