Annotated
Bibliography:
Evaluation and Performance Management |
Barnes, Robin and Blank, Susan.
"Goal: Stronger Nonprofits, Technique Make
Counting Count." Foundation News and Commentary, Vol. 41, No. 5.
Washington D.C.: The Council on Foundations, September/October 2000.
The organizations Seedco and the Non-Profit Assistance Corporation have come
up with a strategy to help nonprofits see both the forest and the trees.
They work with nonprofit managers in training them to create a flow chart they
call a "logic model." This chart, constructed for an individual program or the
entire organization, graphically shows the outcomes the organization is hoping
for and the connection between those outcomes, resources and strategies required
to reach them. The managers learn to assign appropriate indicators to keep track
of and use in ongoing management practices.
An organization that used this system, PM&M at The Valley, an agency
dedicated to empowering youth, was in serious financial trouble. This logical
process enabled them to stop reacting to fundraising and start planning. They
greatly diversified their funding base and now maintain a balanced budget. Many
nonprofit agencies seem to be benefiting from this process. John Bess, from The
Valley, described his agency's experience with this evaluation and performance
management model this way: "We were experiencing a famine. This process gave us
the tools and talent to reap a rich crop."
Blecher, Michele Bitoun. Making the jump: What to consider, H&HN:
Hospitals & Health Networks October 5, 1997.
When one is considering taking the jump from for-profits to nonprofits, or
vice versa, organizational philosophies and principles must be considered. Some
aspects of both types of organizations that must be considered are pay,
performance, "mission versus margin," accountability, safety nets, and culture.
Compensation is more of a risk for for-profits while nonprofits have more
flexibility in meeting quarterly or annual goals. While quarterly returns at
for-profits create an urgency to meet margins and may create a materialistic
edge, a strong commitment to the mission of the nonprofit is fundamental.
Accountability for a nonprofit is tied to community leaders and those being
served while at a for-profit organization, it is tied to stockholders,
investment analysts and paid directors. The culture of an organization is also
something that must be considered. It is more difficult to move from a nonprofit
to a for-profit than vice versa. And as in major job decision, the compensation
package must be considered.
Finigan, Kathleen. "Performance management gives a
competitive edge" Capital District Business Review, Albany: February 15,
1999.
In recent years, companies are finding that there is a positive correlation
between the project management system and gains, productivity, quality, and
customer services. The stronger the system, the greater the gains, productivity,
quality and customer services. Companies with strong performance management
systems outperform companies that have weak programs. There are some components
that a performance management program has that can help an organization to grow.
Having on-going communication, setting direct and clear goals and supporting
employees will aid in making these goals a reality. Also, the ongoing
development of employees by having training programs that will cross-train them,
enabling them to have training for possible future jobs. Performance management
gives nonprofits a competitive edge in dealing with customers and
services.
Grove, Wayne. "Process Management Helps Nonprofits
Work Smarter." (2000)
http://www.cen.ofg/success.htm
Organizations usually have a process they use to determine an outcome. Often
an organization will attempt to fix a problem with an outcome by adding a
resource. Bad systems may lack a procedure for catching errors or improving
quality. Grove suggests that in these instances it is more effective to fix the
process and not the problems. It is the difference between working harder and
working smarter. Grove recommends using a process management cycle that
continues indefinitely. The steps include 1) identifying the key person in
charge of the process, 2) map out the process, 3) define outcome goals, 4) track
and analyze data, 5) continuously look for ways to change the process for the
better, 6) test the changes and 7) put them into action.
Ramanathan, Kavasseri V. Management control in nonprofit
organizations, John Wiley & Sons, 1982
Evaluating performance and managing a non-profit organization requires
programs. These programs evaluate the past performance and natural potential of
all the existing programs in place. There must be a comprehensive appraisal
first, which you can conduct for your new set of programs that will make an
organization function better. Quality is what will be evaluated, and performance
will be the outcome. This book emphasizes program structure. 1.) Long-range
plan. A long-range plan swill focus on bringing together through out the
organization over a longer period of time. This type of performance plan can
range from 1 to 10 years and is usually a more difficult way to evaluate the
organization because of the constant changing and adapting to the current market
environment. 2.) Specific objectives. Specific objectives are set and looked at
through evaluation and performance management. These objectives are what issues
need to be addressed to streamline the organization towards its mission. What is
your benefit and is it cost effective? Are the benefits and costs of the current
programs consistent with the objectives for the program? This will be looked at
through performance management.
Smith, Douglas K. (2000). "Better than Plan: Managing Beyond the
Budget."
http://www.pfdf.org/leaderbooks/L2L/winter2000/smith.html
Smith argues that managing by the numbers alone is ineffective. He gives an
example of a small department given the directive from the top to "be aggressive
with headcounts and expenses." The department spends seven months painfully
coming up with an annual plan and budget. Based on last years figures they
believe they have found magic numbers, only to be told last year's budget was
too high and cuts in operations are required.
Number crunching based planning is lacking in three ways according to Smith:
1) it fails to specify outcomes instead of activities, 2) it fails to measure
success directly against key performance challenges, and 3) it fails to inspire
people to excel. Instead of plowing through the anxiety of budget discussion,
managers and staff focus their time and effort on discussing the important
performance challenges and outcome goals as well as activities needed to achieve
those goals. Spending more time working on outcomes that mattered to the donors,
clients and staff provides better and more sustainable value to all the
stakeholders in the agency.
Wills, Linda. "Documenting performance now may help in the future."
Houston Business Journal, Houston: November 27, 1998.
This article discusses the need for documentation when fairly terminating an
employee or accurately assessing an employee for a promotion. Also discussed are
the legal reasons for having such documentation in cases involving
discriminatory or non-discriminatory termination in the work place. Since the
burden of truth is on the employers to prove or disprove the chain of events
that result in the termination, proper documentation of employment performance
is an important tool for employers in both effectively managing employees and
preventing claims.
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