Building an Effective Policy Program for Your PSO 2018 PolicyWorks - - PowerPoint PPT Presentation

▶
building an effective policy program for your pso
SMART_READER_LITE
LIVE PREVIEW

Building an Effective Policy Program for Your PSO 2018 PolicyWorks - - PowerPoint PPT Presentation

Feb 24, 2024 380 likes •699 views

Presenting Sponsor Building an Effective Policy Program for Your PSO 2018 PolicyWorks Institute March 11, 2018 Liaison Capitol Hill, Washington DC www.unitedphil forum .org Agenda Welcome & Introductions Lessons Learned: Building Up

slide-1
SLIDE 1

www.unitedphilforum.org

Building an Effective Policy Program for Your PSO

2018 PolicyWorks Institute March 11, 2018 Liaison Capitol Hill, Washington DC

Presenting Sponsor

slide-2
SLIDE 2

www.unitedphilforum.org

Agenda

  • Welcome & Introductions
  • Lessons Learned: Building Up a PSOs’ Policy Program

David Biemesderfer

  • What the Data Shows: Building a PSO Policy Program

Dawn Roberts

  • Critical Success Factors for a PSO Policy Program

Erin Skene- Pratt

  • Peer Consults
slide-3
SLIDE 3

www.unitedphilforum.org

Lessons Learned From Florida: Building Up a PSOs’ Policy Program

David Biemesderfer

slide-4
SLIDE 4

www.unitedphilforum.org

Florida Philanthropic Network’s Policy Evolution

2009

  • FPN becomes Regional Association
  • Organizes FOTH delegation
  • Forms Public Policy Committee
  • Initial focus on federal tax policy
slide-5
SLIDE 5

www.unitedphilforum.org

Florida Philanthropic Network’s Policy Evolution

2010

  • First affinity group forms, focused on education,

soon decides on policy focus

  • Education Affinity Group releases white paper &

education policy briefs – first FPN policy effort focused on a funding issue

slide-6
SLIDE 6

www.unitedphilforum.org

EAG’s Work Leads to Great Visibility for FPN

  • 2012: FPN starts developing stronger relationship with FL

Department of Education

  • 2013: FPN CEO speaks to FL Board of

Education – a first

  • FPN now “at the table” for education policy in

ways it never was before

Florida Philanthropic Network’s Policy Evolution

slide-7
SLIDE 7

www.unitedphilforum.org

Florida Philanthropic Network’s Policy Evolution

2013 FPN Board approves position in support of Common Core State Standards

  • First time FPN takes policy position on a funding issue
  • Deep board discussion: “We can’t always be Switzerland or

we risk becoming irrelevant”

slide-8
SLIDE 8

www.unitedphilforum.org

2012

  • Health funders affinity group forms
  • Publishes issue briefs on key health policy
  • Holds health policy briefings in Tallahassee

Florida Philanthropic Network’s Policy Evolution

slide-9
SLIDE 9

www.unitedphilforum.org

2015

  • Health funders affinity group issues statement related

to Medicaid expansion

  • 2 new affinity groups form, focused on homelessness

and women & girls

Florida Philanthropic Network’s Policy Evolution

slide-10
SLIDE 10

www.unitedphilforum.org

PSO Public Policy Engagement Continuum

Learning Up Together on Policy Issues Convenings Webinars Newsletters Research Issue Briefs White Papers Briefings Webinars Serve as Trusted Source

  • f Credible, Independent

Information on Policy Issues Individual Funder Advocacy Strategic Relationships with Policymaker & Policy Influencer Collaborative Advocacy Lobbying Briefings Convenings State Policy Task Forces & Committees Statewide Collaborations Policy Advocacy Materials Convenings Joint Letters Bill Monitoring Position Papers Public Statements Outreach to Policymakers Bill Monitoring Public Testimony Outreach to Policymakers

slide-11
SLIDE 11

www.unitedphilforum.org

Lessons Learned

  • Start slow
  • Member support is vital – “pull” doesn’t work
  • Member leadership is vital
  • Issue-focused policy can help build general policy work
  • Money matters
slide-12
SLIDE 12

www.unitedphilforum.org

What the Data Shows: Building a PSO Policy Program

Dawn Roberts

slide-13
SLIDE 13

Highlights from the Annual Survey on Policy Work

slide-14
SLIDE 14

www.unitedphilforum.org

The Annual Survey on Policy Work at Regional PSOs

2009

(n=31)

2010 (n=20) 2011 (n=20) 2012 (n=27) 2013 (n=29) 2014 (n=29) 2015 (n=28) 2016 (n=31) 2017 (n=32)

Baseline survey conducted during PolicyWorks for Philanthropy planning year 20 PSOs participate through formal MOU PolicyWorks community open to additional members Project becomes a formal initiative of the Forum

slide-15
SLIDE 15

www.unitedphilforum.org

Notable Changes Since 2009

21 35 43 45 68 71 87 84 20 40 60 80 100 Provided briefings to policymakers about public policy issues Provided resources and tools to help members engage policymakers Facilitated relationship building between members and local/state policymakers Allocated staff time to policy work

Percentage of PSOs

2017 (n=32) 2009 (n=31)

slide-16
SLIDE 16

www.unitedphilforum.org

Changes in Staffing and Budgeting for Policy Work

14 25 26 23 35 41 54 54 45 56 21 29 32 29 44 10 20 30 40 50 60 2013 (n=29) 2014 (n=29) 2015 (n=28) 2016 (n=32) 2017 (n=32)

Percentage of PSOs

Adequate budget to support the achievement of policy work objectives Staff have the right mix of skills and expertise Allocation of staff time is adequate to achieve policy work objectives

slide-17
SLIDE 17

www.unitedphilforum.org

Changes in Communication Practices

14 24 18 13 26 28 21 32 39 43 41 55 36 28 58 10 20 30 40 50 60 70 2013 (n=29) 2014 (n=29) 2015 (n=28) 2016 (n=32) 2017 (n=32)

Percentage of PSOs

Strategic communications plan created to advance legislative agenda and/or policy reforms Communications/outreach plan to build member engagement in policy work Educating the public and the media regarding policy issues of interest to members

slide-18
SLIDE 18

www.unitedphilforum.org

Collaboration for Policy Reform at the State and Local Levels

28 50 39 47 52 31 48 41 41 48 10 20 30 40 50 60 2013 (n=29) 2014 (n=29) 2015 (n=28) 2016 (n=32) 2017 (n=31)

Percentage of PSOs

Working systematically with the local/regional nonprofit community to impact policy Participating in regional/state coalitions to change public policy

slide-19
SLIDE 19

www.unitedphilforum.org

Most Common Infrastructure for Policy Work in 2017

53 56 56 58 59 63 20 40 60 80

Board has formally agreed on policy work

  • bjectives

Formal body with clear lines of authority for planning policy work activities Staff has right mix of skills and expertise Member affinity groups focused on policy reforms Board policy for whether/how PSO takes a policy position Members provide leadership and expertise to achieve policy work objectives

Percentage of PSOs (n=32)

slide-20
SLIDE 20

www.unitedphilforum.org

Most Common Member Services in 2017

68 71 71 77 87 20 40 60 80 100

Supporting members in promoting policy reforms

  • n specific grantmaking issues

Offering education about legislative or regulatory issues affecting the work of charitable foundations Providing resources and tools to help members engage policymakers Educating members about their legal rights and responsibilities related to advocacy Facilitating relationship building between members and local and/or state policymakers

Percentage of PSOs (n=31)

slide-21
SLIDE 21

www.unitedphilforum.org

Most Common External Relations in 2017

52 66 68 74 78 20 40 60 80 100

Working systematically with the local/regional nonprofit community to impact policy Contacted by policymakers or the media regarding the protection of the philanthropic sector Providing educational briefings for policymakers about public policy issues Collaborating regularly with the local/regional nonprofit community on educational activities Initiated communication or meeting with policymaker to influence policy objective

Percentage of PSOs (n=31)

slide-22
SLIDE 22

www.unitedphilforum.org

Most Commonly Reported Changes in 2017

40 45 47 57 20 23 30 23 7 3 17 3 20 40 60 80 100

Improved legislative monitoring Conducted education about how/why grantmakers should help to ensure accurate census count Increased flow of information on policy to members Improved understanding of current trends related to policy issues

Percentage of PSOs (n=31) Forum directly supported change (critical role) Forum indirectly supported change (limited role) Forum had no role related to this change

slide-23
SLIDE 23

www.unitedphilforum.org

Tips for Building an Effective Policy Program

  • Define realistic objectives for policy engagement

̶ Build awareness and commitment of your members and board ̶ Articulate goal(s) and objectives as part of strategic planning process

  • Plan systems and processes for achieving policy objectives
  • Participate in the Network

̶ Use resources and activities provided by the Forum ̶ Interact with other PSOs to share resources and collaborate on activities ₋ Staff time ₋ Dedicated budget ₋ Board policy on PSO taking position on policy issue ₋ Authority for planning and decision-making ₋ Member outreach ₋ Partnerships/alliances ₋ Strategic communications ₋ Evaluation

slide-24
SLIDE 24

www.unitedphilforum.org

Critical Success Factors for a PSO Policy Program

Erin Skene-Pratt

slide-25
SLIDE 25

www.unitedphilforum.org

Taking the Road Often Traveled

Raising Awareness Building Skills & Systems Catalyzing Action

slide-26
SLIDE 26

Raising Awareness/Building Support

  • Thinking about support
  • Thinking about members
  • Thinking about strategies
  • Thinking about messages
slide-27
SLIDE 27

Building Skills & Systems

Board policy Public policy committee Position statements Job descriptions Policy action plan

Roadmap:

slide-28
SLIDE 28

Catalyzing Action

slide-29
SLIDE 29

Catalyzing Action

slide-30
SLIDE 30

www.unitedphilforum.org

Peer Consults

Facilitated by Erin Skene-Pratt