process alignment
KUER-PBS Utah Fundraising
Every organization undergoes change. A collaborative approach often is the most effective way to help a team modify or update its processes. The UIT Strategic Planning and Process Team works with your organization to design workflows that align with your goals.
The challenge
In 2020, PBS Utah and KUER (NPR), which broadcast from the University of Utah, moved to a joint organizational structure led by one executive director. Since then, the sister stations have worked to identify opportunities to improve service and development efforts.
The stations’ fundraising teams had largely been operating independent of each other. The new organizational structure allowed the two to look strategically at their operations, combine their strengths, and create capacity to address new challenges.
Our approach
In 2023, the groups hired the Strategic Planning and Process Team to facilitate working sessions with the fundraising teams to understand and document their processes and identify opportunities to collaborate and improve solicitation and acquisition efforts and donor services.
First, we met with project sponsors to outline the goals of the engagement, clarify the scope, and establish a plan for our working group sessions.
Next, we conducted interviews with participants to identify current process activities and issues. Then we facilitated working group sessions to generate “as-is” workflow models for the selected processes.
Finally, using the ideas and opportunities generated by participants, we worked with fundraising staff to design and document the future state of selected processes. We facilitated working group sessions to generate “to-be” workflow models for selected processes. Afterward, we summarized and prioritized issues and opportunities to consolidate and improve. We presented the findings to PBS Utah and KUER leadership.
Impact
- Staff felt engaged and heard
- Leadership identified opportunities to better leverage staff strengths
- Leadership implemented operational changes to better address technology challenges
Need help aligning your processes? Contact us!
You can also email us at strategyconsult@utah.edu.