Got Consultants? Brenda L. Henry-Sanchez, PhD Director, Research - - PowerPoint PPT Presentation

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Dec 10, 2022 33 likes •255 views

Got Consultants? Brenda L. Henry-Sanchez, PhD Director, Research for Special Projects Foundation Center National Network of Consultants to Grantmakers Spring Convening June 8, 2014 Overview Project Background Data and Methodology

SLIDE 1

Got Consultants?

Brenda L. Henry-Sanchez, PhD

Director, Research for Special Projects Foundation Center

National Network of Consultants to Grantmakers Spring Convening June 8, 2014

SLIDE 2

SLIDE 3

Overview

Project Background
Data and Methodology
Preliminary Findings
Summary
Limitations
Next Steps

SLIDE 4

Project Background

SLIDE 5

Data and Methodology

Methodology

2014 Foundation Giving

Forecast Survey

Web-based and paper
Special data supplement
Fielded 12/2013 to 3/2014
5,000+ foundations invited

Data

1,129 responded (22%)
1,090 completed data

supplement (97%)

SLIDE 6

Response Rate by Foundation Type

SLIDE 7

Sample by Foundation Type (n=1,090)

SLIDE 8

Response Rate by Total Giving

SLIDE 9

Sample by Total Giving (n=1,090)

SLIDE 10

Used Consultants in Last 2 Years

Used a Consultant Did not use a Consultant

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Reasons for not using a consultant (n=519)

% #

No need for outside technical support/expertise

76.3 396

Foundation policy and/or practice does not support hiring consultants

11 57

Cost of consulting services

10 52

Other

6 33

Time needed to recruit, vet, and engage a consultant

2.5 13

Challenge of finding a reputable consultant with the skills we need

1.3 7

Negative prior experience with a consultant

0.2 1

SLIDE 12

Used Consultants by Foundation Type

SLIDE 13

Used Consultants by Total Giving

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Means of Identifying Consultants (n=571)

% #

Prior use of consultant(s) 64.1 366 Referral from another grantmaker(s) 36.4 208 Referral from board member 21.9 125 Request for proposals 17.3 99 Other 16.1 92 Referral from a grantmaker network(s) 10.7 61 Online search 6.5 37 Directory of foundation consultants 1.9 11

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Frequency of Consultant Use (n=571)

2 to 3 times Once More than 10x 6 to 10 times 4 to 5 times

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Consultant Services Used (n=571)

% #

Technology/information management/IT 47.3 270 Communications and marketing 45.2 258 Evaluation 30.3 173 Strategic planning and establishing priorities for new foundations 26.6 152 Facilitation 25.9 148 Human resources and/or executive search 23.6 135 Program development 21 120 Governance and board member engagement 16.5 94 Fund development (for community foundations only) 16.3 26 Grants management 16.1 92 Executive coaching 15.8 90 Training 14.2 81 Foundation management 10.5 60 Other 8.6 49

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Satisfaction with Consultants

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Satisfaction with Consultants (n=571)

% # Ability to communicate findings/recommendations 92.6 502 Compatibility with foundation values and culture 91.5 495 Level of engagement 91.3 495 Responsiveness to feedback 91.2 488 Quality of work 90.8 491 Impact of work 89.8 485 Timeliness of deliverables 89.6 471 Cost 88.2 476

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Summary

Over half of foundations used

consultants in last 2 years

Consultant use differs by foundation

type and total giving

Prior engagement major determinant
f consultant identification
Tech/IT and Communications and

Marketing main areas of consultant use

Very high levels of satisfaction

SLIDE 20

Limitations

Preliminary Analyses
Not necessarily

generalizable

Aggregate picture of

satisfaction

SLIDE 21

Next Steps

Review qualitative

responses

Conduct additional

analyses

Prepare

Foundation Review article

Map out Plan B

SLIDE 22