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Philanthropy and Online Collaboration

Webinar

June 23, 2010


Presenters

Amy Gipson, Bill & Melinda Gates


Foundation’s Global Libraries program, on
the Global Libraries Toolkit.

Melissa Schoen, California Healthcare


Foundation’s Innovations for the
Underserved program, on the Community
Clinic Voice.
The Global Libraries Grantee Toolkit

Philanthropy and Online Collaboration

Amy Gipson
Associate Program Officer

June 23, 2010


Agenda

 Overview of Global Libraries (GL)


 The need for a GL Grantee Toolkit
 Overview of the Toolkit
 Progress to date
 Challenges, realities and rewards

June 23, 2010 © 2010 Bill & Melinda Gates Foundation | 4


Global Libraries

An initiative of the foundation’s Global Development Program, Global Libraries works to open a
world of knowledge, information, and opportunity for communities around the world.

© 2010 Bill & Melinda Gates Foundation | 5


GL program needs drove the idea
 Growing team (staff, consultants)
 More grants being launched and implemented
 Losing knowledge of past grantees
 Reinforcement from the GL Peer Learning Meeting
 November 2007 the GL Toolkit was launched to provide a secure
collaboration space for GL staff and grantees
 Driving forces behind the Toolkit were:
• To support frequent sharing of documents and resources across
continents and time zones
• To enable ongoing collaboration among grantees and the
strengthening of their social network following workshops
• To enable grantees to access and adapt high-quality resources to
help ensure their programs develop on schedule and on target

June 23, 2010 © 2010 Bill & Melinda Gates Foundation | 6


Overarching goals for the Toolkit

 Connect members with one another to exchange


knowledge, share approaches and benefit from each
others’ experience
 Provide a curated repository of resources that
members can access and adapt in core program
areas

June 23, 2010 © 2010 Bill & Melinda Gates Foundation | 7


Taking into account…
 Geographic spread of Toolkit users
 Disparity in technical infrastructure
 Diversity of technical skills
 Range of languages
 All users are already busy

June 23, 2010 © 2010 Bill & Melinda Gates Foundation | 8


What is the Toolkit?
 Online discussion space
for peers to share
experience, Q&A, celebrate 100%
successes and learn from
challenges 80%
60%
 Private online workspaces
40%
for program officers and
grantees to do project 20%
work 0%
2003 2005 2007 2009 2011
 Curated repository of
quality examples of
documents, case studies,
templates and other
resources

June 23, 2010 © 2010 Bill & Melinda Gates Foundation | 9


Toolkit’s progress since launch
 Using Central Desktop platform, the Toolkit is providing
international web access to knowledge, resources and
collaboration tools
 Nearly 275 individuals, from over 30 organizations, representing
more than 20 nationalities with in excess of 14 first languages
have become members of the Toolkit
 Many different applications can be found:
• Announcing events to encourage participation
• Sharing files to enable collaborative working
• Discussing questions and responses on grant planning and
implementation
• Sharing news with the community of relevant external events
• Locating contact details of individuals and organizations
• Sharing documents and tools to build capacity
June 23, 2010 © 2010 Bill & Melinda Gates Foundation | 10
Challenges, realities…
 Content is king—if it is useful it will be used
 Language is another challenge
 Encouraging grantees to see the value in their own
materials, experiences and ideas
 User frustration with functionality limitations
 Lots of lookers, fewer contributors
 Recognize the challenges of creating a vibrant online
discussion space
 Value for grantees and GL staff alike is the key
− Program planning, implementation and sustainability are improved
− Connections to peers means they are no longer alone
− Resources strengthen grantee staff capacity
− Knowledge is captured and shared
− Less duplication of effort in creating tools and resources for grantees

June 23, 2010 © 2010 Bill & Melinda Gates Foundation | 11


…and rewards
 Comment by Karolina A. (Ukraine)
• As a member of the Global Libraries Ukraine team, which is
just starting its planning period, I appreciate materials shared
by our Chilean colleagues. In particular, “Biblioredes
strategic planning” is a resourceful and inspirational
document that provides useful advice for the planning part.
 Comment by Pilar P. (Chile):
• We are happy to share what we have learned, thus far, and
also share our ideas and plans for the future. It is very likely
that we asked ourselves some of the same questions you
might be asking yourself now, so the idea of sharing our
“lessons learned” and showing samples of how we solved
some of our issues, may give you and your team ideas to plan
your project. Best of luck!
 Independent evaluation of Toolkit paints positive and
optimistic picture
June 23, 2010 © 2010 Bill & Melinda Gates Foundation | 12
Thank You
Contact Information

Amy Gipson
Associate Program Officer
Bill & Melinda Gates Foundation
Amy.Gipson@gatesfoundation.org
206.770.2006

© 2010 Bill & Melinda Gates Foundation. All Rights Reserved.


Bill & Melinda Gates Foundation is a registered trademark in the United States and other countries.
Supporting Website Development:
A Funders Perspective

Melissa Schoen
California HealthCare Foundation
June 23, 2010
CHCF- Who we are and what we do

 Private, non-profit foundation, created when Blue Cross of CA


converted from non-profit to for-profit

 In operation since 1996

 Approximately $40m per year in projects and grants - mostly


“strategic” rather than unsolicited grants

 Three major programs:


Innovations for the Underserved
Better Chronic Disease Care
Market and Policy Monitor
CalQualityCare.org

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CalHospitalCompare.org

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PROJECT SPOTLIGHT:
COMMUNITY CLINIC VOICE
Community Clinic Voice Website
History
 Started in 2001 as an extranet for grantees for Tides
Foundation program: Community Clinics Initiative

 Tides Program: Community Clinics Initiative expands


to more programs

 Expand extranet services to create a site that will build


a community, enhance networking, and provide a place
to exchange and share ideas

 Membership grows, increased participation and


member management: active on-line community
Community Clinic Voice Website
General Operations
 Staffing: Full time community manager plus part time
business manager, admin support (1.35 FTEs)

 Member Engagement:
- Annual member meetings
- Volunteer Committees (oversight, editorial board,
welcome wagon)

 Member driven content

 Current membership: well over 2000 members


Community Clinic Voice
Enhancement Project Why we got
involved
 A clear need defined:
User survey
Technology development for future portability

 CHCF used this site in the past to share information

 Match with CHCF goals:


- improve clinic operations
- encourage partnerships
- infrastructure support
Community Clinic Voice
Enhancement Project
What we supported
 Support audience engagement (staff time + incentives)
Face-to-face meetings
Editorial board
Advisory committee to oversee project

 Explore new technology platform

 Improve site design

 Utilize outside expertise to guide the process

 Develop sustainability plan


COMMUNITY CLINIC VOICE:
“PRE”
ENHANCEMENT PROJECT
COMMUNITY CLINIC VOICE:
“POST”
ENHANCEMENT PROJECT
Funder Support – Considerations
 Three key words: audience, audience, audience

 Scanning the environment: What else is out there?

 Don’t bite off more than you can chew

 Build or buy?

 The right partners

 Branding: How should the funder be involved?

 Time and money for audience participation


Contact Information

Melissa Schoen
Senior Program Officer
California HealthCare Foundation
mschoen@chcf.org
www.chcf.org

www.communityclinicvoice.org
Discussion
About Us

About Forum One

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