Webinar series The NGO Reference Model Webinar 1

Webinar series: The NGO Reference Model Webinar 1: Introducing the NGO Reference Model

Webinar Series Inputs Content 1: Introduction • Overview • Uses so far 2: Benchmark • Review • Themes • Q&A • Model Review • Organisation Mission • Application Landscape 3: Next Steps • Results • Nethope Digital NGO • Benchmark

The NGO Reference Model Journey 2014 June First Net. Hope Enterprise Architecture Workshop 2014 Nov 2015 Feb 2015 Oct Save the Children, SOS Children’s Villages and Water. Aid start collaborating on the NGO Reference Model at Nethope European Chapter. Enterprise Architecture topic at the Global Net. Hope summit 2016 Feb 2016 June Review draft with business & IT stakeholders at Nethope European Chapter. Continue work on the enabling activities. Tri-party workshop to develop the first draft of the NGO Reference Model, assisted by business partners. 2016 Oct 2016 Nov Multi-member workshop held in London to finalised model Launched v 1. 0 beta at Nethope European Chapter meeting. Started consulting & benchmarking exercise with other NGOs 2017 Mar 2017 Jul Website launched, Nethope training webinars + ongoing support for members Call to Action to support the Reference Model at Nethope European Chapter Launch v 1. 0 of the NGO Reference Model at Global Nethope Summit

Contributors Over 75 business contributors across the organisation: • • Senior management (including C-suite) Programmes Fundraisers Enabling functions (Logistics, HR, Finance, Communications, IT etc. ) 10 NGOs so far…

Why build a Reference Model? NGOs must develop and execute on digital strategies to remain relevant to donors and beneficiaries. The Model gives a standardised view of business processes to allow NGOs to plan for their digital future. It can be used to: • Identify value add organizational activities • Show what systems support business processes • Build a common understanding of who is doing what

NGO Reference Model Knowledge Management Supply Chain Management Finance Human Resource Management Information Technology Programme Design Fundraising Context Funding Impact Management Enabling Activities Organisational Management & Governance Programme Delivery Primary Activities Primary Enabling activities Organisation activities – directly contribute to the organisation mission – cross-cutting support activities - purpose of our work

Challenges in designing the Model To be valuable, the NGO Reference Model … Must be: Applicable across all NGO contexts – to share knowledge Simple and accurate Must not be: Just about IT Shackled to organisational/ departmental thinking and structures Comprehensive Balanced Extendable - to your level of detail Based on industry standards* * Porter’s value chain, TOGAF, APQC, PMD Pro, SCOR, ITIL, PRINCE 2

Primary Activities Fundraising Portfolio Setup research and matching -----------analysis ----------Implementation ---------Compliance ----------Income management Control strategy ----------Programme Funding ---------- Fundraising Monitoring Programme Design Management Donor ----------- Delivery acquisition & Evaluations retention ----------Accountability ----------End of Programme transition Context Assessment ----------Programme Planning Context Primary Activities Impact

Programme Design Process Group Description Context assessment Research and analyse the environment surrounding the programme, establish organisational fit and decide whether to intervene or not. Programme planning Engage stakeholders to define how the programme will be completed within a certain timeframe and with designated resources. Adapted from the Project Management in Development (PMDPro) model published by PM 4 NGOs and accredited by APMG. See: http: //www. pm 4 ngos. com/the-guide-to-the-pmdpro/

Knowledge Management Organisational Management & Governance Develop vision, mission, values and strategy Enabling Activities Governance Identification Portfolio and programme management (non-programmatic) Capture Change management Storage Process and quality management Synthesis Risk management Sharing and dissemination Re-application Communications Monitoring and controlling External relationship management Compliance and resiliency management Brand management Organisational Management & Governance Knowledge Management Product and service portfolio management Innovation management Supply Chain Management Finance Human Resource Management Information Technology Adapted from the INGO Knowledge Management and Learning Network. See: http: //ingokmnetwork. ning. com

Online version Free for all • • Creative Commons open license Dedicated website https: //www. ngoreferencemodel. org/

Uses

Benchmarking so far… Average Application/Systems Support for Processes

Primary vs. Enabling Activities Primary Enabling

In flight technology initiatives Programme Design Fundraising Funding Management Programme Delivery Organisational Management and Governance Knowledge Management Supply Chain Management Finance Human Resource Management Information Technology 0 5 10 15 20 25 30 35 40 45 50 55

NGO Reference Model in Action We’ve talked……. . Now let’s do 1. Review model in detail 2. Contextualise for your organization’s mission 3. Map your as-is Application Landscape

1. Review the model in detail Review the model: https: //www. ngoreferencemodel. org/ Rate how applicable the model is to your organization For each process: • Use the dropdown in column F • Write any comments in column G Dropdown options Yes, completely Yes, partially No Not sure

Reviewing the model - missing processes? START Explain the process Create wordings for each new element – short, simple and consistent with rest of the model Create a generic NGO version Can the process be explained using any existing framework (e. g: APQC’s PCF)? Assign the process to either Primary or Enabling activities Identify where the process might fit within the NGO reference model END APQC's Process Classification Framework (PCF): https: //www. apqc. org/knowledgebase/documents/apqc-process-classification-framework-pcf-cross-industry-excelversion-70

2. Organisation Mission

3. Preparation for benchmarking: List all applications: • • Enterprise wide Local Benchmark will contain ratings for: • Overall • Organisational coverage • Functionality • Enterprise • Local (It will exclude: email, simple Excel solutions and applications that are not fit-for-purpose)

Q&A Question s ? ? ? Please fill in the survey: https: //goo. gl/BSNAo. A

NGO Reference Model in Action We’ve talked……. . Now let’s do Email fredrik. winsnes@nethope. org • Model review + questions • Organisation Mission • Application Landscape