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Services to funding sources and government |
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Around the country, funding sources try to strengthen not-for-profit organizations. Funders give grants to secure technical assistance so that an organization can enhance its own capabilities. Joyaux Associates is well-suited to provide counsel and technical assistance because of diverse experience, expertise, and a hands-on consulting approach. We design a process tailor-made to the organization. By remaining flexible throughout the process, assistance can be adjusted as new information, needs, and opportunities arise. With perspective and sensitivity, we help an organization’s leadership assess and analyze its activities and outline ways to address its issues. As needs indicate, our consultant stays with the organization to anticipate difficulties and coach leadership in problem solving. With foundation support, we have intervened with organizations to enhance their capabilities. Services have included integrated organizational development, fund development, marketing, personnel, and board development. Community foundations have also selected Joyaux to design and deliver training programs for grantees. For the Hartford Foundation for Public Giving, Joyaux developed a 5-session series on fund development. The Community Foundation of Greater New Haven hired Joyaux to develop a 4-session series on governance for its grantees. In addition to helping their own grantees, funders may seek assistance with their activities. Whether it is a foundation, corporation, or government agency, funding sources may require grantee or applicant evaluation, meeting facilitation, planning assistance, and even fundraising. Sometimes foundations want to evaluate a proposal prior to making a funding decision. An outside consultant can conduct a review and prepare observations and recommendations. Staff and board members may find that a planning retreat can help set new directions and outline decision-making protocols. The consultant can design and facilitate the meeting, and prepare the written summary. Services
Representative Clients
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Cases:
Prince Charitable Trusts of Chicago wanted assistance regarding a funding decision. The trusts were interested in a particular project but were unclear if it was actually feasible and, hence, appropriate for Prince support. Simone went to Washington, D.C. to review the institution, considering such areas as: board and client understanding of the proposed project; leadership’s willingness to support the project through giving and soliciting; how the project fit in with the institution’s other activities; potential impact of this fundraising on the institution’s health; and, the position of the development function within the institution. Through a series of interviews with staff, board members, and potential fundraising volunteers, Simone was able to identify strengths and weaknesses of the institution itself as well as the issues facing the project. The resulting report provided useful insights to Prince Charitable Trusts during its deliberations. A high percentage of Fleet Bank employees volunteer in the community on an individual basis. They serve as committee and board members and direct service volunteers. Other volunteer activities frequently occur such as holiday food drives and environmental clean-ups. Recognizing the importance of volunteering, the bank decided to increase its support by bringing together different activities into an integrated company-wide program. The result, Team Fleet, is an employee-directed activity that vertically integrates volunteerism throughout the company. To develop Team Fleet, the bank asked Simone Joyaux to design and facilitate a planning process which involves employees throughout bank operations. The process would ensure that employees have ownership of the program through their leadership in planning and management. The first process began at Fleet Bank - RI. Next, the process was launched in Fleet Bank - CT. The initial planning committee examined such issues as: a protocol for identifying and selecting projects; recruitment, orientation, and recognition of volunteers; and, the oversight structure including responsibilities and tenure of a permanent steering committee. Once the planning process was concluded, Simone developed a manual outlining the model and its employee-based design process for use in other Fleet subsidiaries. |
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