The situation
Donors of Color Network brings together high-net-worth donors of color to advance racial justice. They had just finished their 2024–2027 strategic plan, and the next question was how to work so the plan actually happened.
What we did
With their Chief of Staff, I facilitated the staff through two questions: what are our key priorities right now, and what can we do now to move the three-year strategy forward? Each lead broke their part of the plan's six priorities into 1-year, 1-quarter, 1-month and 1-week goals.
Then we looked at what was in the way. Each role owned its own function, but it wasn't clear how the functions added up to the larger goal of nurturing a community of donors. So people didn't work across functions, even though they knew they needed to.
What changed
The staff designed three experiments to run for eight weeks:
- Every deadline goes on the shared calendar, so priorities are visible to everyone.
- One shared doc for all DOCN events, so events don't overlap and each producer gets support.
- Weekly meetings open to anyone's problem, so people solve things together instead of alone.
Small changes, but they gave the team a way to work across functions toward the plan. The work also included a staff retreat designed with Rivera Consulting and MLG Circles.