DAY 1: Tuesday, October 25
| 7:00 - 8:00 am | Mindfulness Time | |
| 8:00 - 9:00 am | Breakfast & Networking | |
| 8:45 - 9:15 am |
Plenary Session: Meeting purpose, desired outcomes, intentions/shared commitments, logistics. Speed networking. |
Roberto Cremonini, SVP Client Innovation and Impact, GivingData |
| 9:15 - 10:15 am |
Keynote Presentation: |
Alf Gracombe, CEO, GivingData |
| 10:15 - 10:30 am | Break | |
| 10:30 - 12:00 pm |
Plenary Session: When you ask for help, you connect with new people, collaborate with others, and create a community that you can tap into in the future. From our early days, connection, collaboration, and community have been essential elements of GivingData’s culture. In this session, we will put them into practice and have fun testing a new online collaboration tool. Come ready to give and get help, build connections, and contribute your knowledge and questions to the soon-to-be-launched GivingData Online Users Community. |
GivingData Facilitators: Marco Guzman, Implementation Manager Mila Whiteley, Senior Client Success Manager Mya Goodman, Client Success Manager Roberto Cremonini, SVP Client Innovation & Impact Stacey DaBaldo, Learning Content & Community Manager |
| 12:00 - 1:30 pm | Lunch and Networking | |
| 1:30 - 2:45 pm | Plenary Session: From the Labs: A conversation about the evolution of the GivingData platforms and upcoming features Learn how GivingData is continuing to innovate with new features, improvements to existing features, and the ongoing modernization of our codebase. Get a preview of new features currently in the product pipeline, such as major improvements to our unsolicited application importing process and a new home page with quick access to your most important work. Also, learn what is on the roadmap for 2023. |
Breanna Wong, Principal, Product Design, GivingData Eric Jones, Director, Product Management, GivingData |
| 2:45 - 3:00 pm | Break | |
| 3:00 - 4:15 pm | Breakout Session I Actionable DEI Data Collection Demographic data can provide insights into who, what, and how foundations impact the communities around them. When actionable, data can influence foundation strategy and grantmaking approaches. Hear from three GivingData clients as they outline how they use the system to collect demographic data. Share your challenges and needs to set the stage for Wednesday's Feature Ideation workshop, where we will explore ways to enhance GivingData's capabilities to support this work. |
Alexandria (Alex) Featherston-Gomez, Grants Associate, Kenneth Rainin Foundation Cecilia Ventura, Grants Officer, Wellspring Philanthropic Fund Victoria Flint, Grants Manager, Mat-Su Health Foundation |
| Teach & Learn Session I: All you wanted to know about the new Dashboards, Budgets, and Scenario Planning Tool Join GivingData’s Director of Product Management and our new Content and Community Manager for a deep dive into all of the new functionality added to the Payments and Approvals dashboard, Budget Manager, and Scenario Planning tools. In this session, the Product Team will provide a comprehensive tour of the "heart of GivingData" and demonstrate how to maximize the value of these powerful tools. We will leave plenty of time for questions and work through your use cases. |
Eric Jones, Director, Product Management, GivingData Emily Kinkaid, Associate, Product Management, GivingData Stacey DaBaldo, Learning Content & Community Manager, GivingData |
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| Teach & Learn Session II An introduction to GivingData for new and prospective users Overview of core GivingData functionality and insights about implementing GivingData for beginners. This session is for new clients who have not yet/just launched GivingData, or for new users. |
Astrik Tenney, Senior Business Development Executive, GivingData Greg Coghill, Principal, Enterprise Sales, GivingData |
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| 4:15 - 4:30 pm | Plenary Session: Day I - Reflections, Announcements, and Closing How did our first day go? Share some insights. Hear what happens next. |
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| Downtime | ||
| 5:30 pm |
Happy Hour Welcome reception followed by self-organized dinners |
DAY 2: Wednesday, October 26
| 7:00 - 8:00 am | Mindfulness Time | |
| 8:00 - 9:00 am | Breakfast & Networking | |
| 9:00 - 9:15 am |
Plenary Session: |
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| 9:15 - 10:30 am |
Breakout Session II: |
Abigail (Opoku-Agyemang) Osei, Assistant Vice President, The Starr Foundation Jenny Herrera, Knowledge & Grants Manager, Libra Foundation Lisa Gilson, Grants Manager, Systems and Data Analysis, Rockefeller Brothers Foundation |
| Teach & Learn Session III: An Introduction to Searching & Reporting GivingData’s searching and reporting tools allow foundation staff to easily access their grantmaking data and gain clarity about their own work and impact. In this session, we will first walk you through Super Search and the Premium Reporting Tool, to explore new functionality and share useful tips and tricks. Then, we will hear from two foundations that will show how they use Super Search and the Premium Reporting tool to make their everyday work easier and more efficient. |
Genevieve Bergeson, Tenacre Foundation Jodi Zahm, Grants & Communications Manager, Foellinger Foundation Blair Weibert, Implementation Manager, GivingData Stacey DaBaldo, Learning Content & Community Manager, GivingData |
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| 10:30 - 10:45 am | Break | |
| 10:45 - 12:00 pm | Breakout Session III: Making M&E Meaningful—Addressing Tensions, Gaining Traction The mandate to demonstrate a foundation’s impact is not new. But that doesn’t mean that measurement is easy to do or inevitably valuable. This session will help funders advance their ability to overcome common questions and challenges that prevent measurement from becoming truly meaningful—a powerful tool that will increase their ability to both prove and improve their impact. We’ll start with a simple, universally applicable framework that helps leaders design and conduct M&E in ways that both build on and improve strategy, grantmaking, and stakeholder engagement. Then we’ll get interactive, discussing practical approaches to attendees’ current challenges, no matter how data-driven their organizations are currently. |
Jacob Allen, Senior Partner, Cicero Group Callie Kennel, Engagement Manager, Cicero Group |
| Teach & Learn Session IV: Grantee Portal GivingData’s Grantee Portal improves communication between foundations and their grantees and relieves the burden and duplication of work on both sides. Learn from GivingData's Implementation Manager Blair Weibert how different solicited and unsolicited forms work. Hear how three foundations use basic and new grantee portal features to improve the grantee experience within and beyond application and reporting. |
Derek Oye, Program Officer - The Rose Hills Foundation Jennifer Ruffner, Director, Grants Management, The Summit Foundation Susan Clark, former Director, Grants and Communications - Gaylord and Dorothy Donnelley Foundation |
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| Feature Ideation I: New Tools for Internal/External Reviews We heard it loud and clear. You want an External Reviewer Portal 2.0 and are ready for an Internal Review Module 1.0. Let's brainstorm together and collect ideas and user stories to enhance/introduce these critical GivingData tools. |
GivingData Facilitators: Breanna Wong, Principal, Product Design Eric Jones, Director, Product Management |
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Office Hours Book time with a GivingData Client Success or Business Development staff to ask questions, share problems to solve, and learn in a one-on-one or small-group setting. |
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| 12:00 - 1:30 pm | Lunch and Keynote Presentation: Risk Takers, Change Makers Communities all over the country are faced with deep challenges, from the impacts of climate change, to voting, and the preservation of democracy itself. In a time when urgency and cooperation are of paramount importance, perhaps it’s time to re-negotiate the traditional rules of doing business. Join Utah Senator Derek Kitchen in an exploration of how we can take our big problems and think about them in a different way. In doing so, we can create new opportunities to boost our own potential to influence the outcomes we desire. By taking calculated risks, we can uncover creative ways to break through and leave a lasting impact with our work. |
Derek Kitchen, Utah State Senator |
| 1:30 - 2:45 pm | Breakout Session IV: Trust-based Philanthropy in action At GDConnect 2021, our keynote speakers introduced us to the core principles and values of Trust-Based Philanthropy (TBP). In this session, we will hear from two foundations that are putting those ideas into action and are using GivingData to support their Trust-Based Philanthropy work. Strategy Consultant Christina Wu will share her perspective on the challenges of operationalizing TBP. This is an opportunity to explore concrete examples of what it means to apply TBP values and practices to a foundation's daily work. |
Christina Wu, Strategic Analysis, Grantbook Elaine Mui, Grants & Operations Manager, General Service Foundation Jenny Herrera, Knowledge & Grants Manager, Libra Foundation |
| Breakout Session V: Tips & Tricks for effective training and adoption Are you new to GivingData and trying to figure out ways to get staff fully invested and immersed in the product? Or, perhaps, you are a long-time user whose staff is overwhelmed by all the new GivingData tools? If so, then this session is for you! Learn from peers what it takes to design and run a successful training program at launch, and how you can continue to keep your staff engaged to support and sustain GivingData adoption over the years. |
Presenters: Megan Muneeb, Associate Manager, Grants Administration, Overdeck Family Foundation Phenisher (Nish) Harris, Grants Systems and Information Manager, Doris Duke Charitable Foundation Richelle Pittella, Grants Training and Process Manager, Conrad N. Hilton Foundation |
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Feature Ideation II: Note: We strongly recommend that you attend Breakout Session I: "Actionable DEI DataCollection" on Day I if you plan to participate in this workshop. |
Breanna Wong, Principal, Product Design, GivingData Jeannine Corey, Senior Consultant, Partner, Philanthropy.io |
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Office Hours Book time with a GivingData Client Success or Business Development staff to ask questions, share problems to solve, and learn in a one-on-one or small-group setting. |
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| 2:45 - 3:00 pm | Break | |
| 3:00 - 4:15 pm | Breakout Session V: Crawl, Walk, Run: Three Foundations' GivingData Adventures in Monitoring, Evaluation, and Learning Impact, results, measurable outcomes. Embarking on a Monitoring Evaluation and Learning (MEL) journey is not easy for many foundations, so they delay it or skip it altogether. But fear no more. Help is on its way. In this session, you will hear the stories of three foundations that are using or planning to use GivingData to support their MEL activities. No matter where you are in your journey, you will learn how to prepare, how to get started, and how to adjust and sustain your work year after year. |
Chris Woodruff, Senior Grants Management Associate, Greater Texas Foundation Megan Morrison, Data and Insights Manager, Overdeck Family Foundation Mike Boberg, Director of Impact Assessment, Jewish Foundation of Cincinnati |
| Teach & Learn Session V: Introduction to Super Docs Super Docs can be a powerful tool for enabling collaboration and simplifying foundation workflows. In this session, we'll walk through the basics of Super Docs before taking a deep dive into how three foundations have turned SuperDocs into tools for staff grant reviews, due diligence, and communication between different teams. Ask questions and share your own use stories or ideas about how Super Docs streamline your work. |
Erin Forssman, Director, Grants Management, Houston Endowment Inc. Linda Diamond, Grants Manager, Doris Duke Charitable Foundation Stephanie Richards, Administrative Assistant, Morgan Family Foundation |
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| Feature Ideation III: Workflows 3.0 In this workshop, we will collect ideas to inform the design of GivingData Workflows 3.0. Come prepared to share your challenges and user stories, and help us envision new tools to make your work in GivingData more manageable and efficient. |
GivingData Facilitators: Breanna Wong, Principal, Product Design Eric Jones, Director, Product Management |
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Office Hours Book time with a GivingData Client Success or Business Development staff to ask questions, share problems to solve, and learn in a one-on-one or small-group setting. |
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| 4:15 - 4:30 pm | Plenary Session: Day II - Reflections, Announcements, and Closing How did Day II go? Share some insights. Hear what happens next. |
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| 4:30 - 6:30 pm | Downtime | |
| 6:30 - 9:00 pm | Dinner and entertainment hosted by GivingData |
DAY 3: Thursday, October 27
| 7:00 - 8:00 am | Mindfulness Time | |
| 8:00 - 9:00 am | Breakfast & Networking | |
| 9:00 - 9:15 am |
Plenary Session: |
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| 9:15 - 10:30 am | Plenary Session: For the Labs There's no doubt that you have plenty of ideas to help us make GivingData even better than it already is. This is your chance to share. Join this session and get creative. We will be all eyes and ears, ready to explore the future of GivingData with you. |
Eric Jones, Director, Product Management, GivingData Rebecca VanSickle, Managing Partner, 1892 Consulting Veronika Knierim, Senior Consultant, 1892 Consulting |
| Open Space "Emergent Sessions" Use this time for self-organized discussions or to explore topics and features that will have emerged during the previous two days. |
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Office Hours Book time with a GivingData Client Success or Business Development staff to ask questions, share problems to solve, and learn in a one-on-one or small-group setting. |
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| 10:30 - 10:45 am | Break | |
| 10:45 - 11:45 am |
Plenary Session: Let's wrap up GDConnect by sharing insights and reflections on our time together. Let's work on a learning agenda to identify the lessons that we are going to apply when we go back to work. Finally, let's discuss how we can transform our Day I "Give and Take" experience into an ongoing GivingData Online Community to continue to connect and learn virtually throughout the year. |
Roberto Cremonini, SVP Client Innovation & Impact, GivingData Richelle Pittella, Grants Training and Process Manager, Conrad N. Hilton Foundation Stacey DaBaldo, Learning Content & Community Manager, GivingData |
| 11:45 - 12:00 pm | Closing Remarks... see you next year! | |
| 12:00 pm | Boxed Lunch |
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