Streamlining Basics – Getting Started with a Streamlining Process
The process of streamlining is like any change management process – it requires certain key elements to be in place or it’s not likely to gain traction and stick. Project Streamline’s Guide, Making Streamlining Stick, proposes a sequence informed by the classic change management guide by John Kotter, Leading Change.
It has four basic phases: Take Stock, Make the Case, Plan Changes, and Implement and Refine. Grantmakers who undertake streamlining initiatives don’t always start at the “beginning” – sometimes they begin streamlining because they are already making a big change, such as implementing a new grants management system – but eventually they always hit all four phases of the sequence.
Publication date: October 24, 2018
Jessica Bearman
Principal
Bearman Consulting
JESSICA BEARMAN (Bearman Consulting) works with foundations and other mission-based organizations, focusing on organization development, facilitation, planning, and project R&D to help them become more intentional, effective, and responsive to communities.
Jessica has been the lead consultant to PEAK Grantmaking’s Project Streamline since its inception, helping grantmakers to understand and minimize the burden of their application and reporting practices.Prior to her work in philanthropy, Jessica spent nine years in the nonprofit sector, where she experienced plenty of mystifying requirements. She has a Masters in Organization Development from American University/National Training Laboratory. Jessica loves living on an organic farm in Idaho with her husband, two wild boys, forty philosophical chickens, and thousands of industrious bees.
Grants Management Professional Competency Model
Cross-Cutting Competencies
- Process and Change Management: Plan and monitor processes efficiently and effectively and manage change as needed to contribute to grantmaker's strategic goals and grantee's success.
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