Do donors share their metrics expectations upfront or do you have to reverse-engineer them?
I (nonprof consultant) had a briefing last week with a family foundation that seemingly went okay< they seemed engaged and aligned around workforce development, and asked good questions about our model. What they did not do was tell me what their success benchmarks were. And i was too stupid to ask because I thought it would become clear/I could reverse engineer it. So now I'm trying to put together an impact summary for the proposal and shooting in the dark.
NOW Im asking (myself) Do they care about placement numbers, cost per participant, qualitative stories from program completers, specific return-on-investment framing? I went back through the call notes, re-read their giving history, checked if they'd published anything about their priorities. Eventually I cobbled something together that felt reasonable enough and sent it off. But why why why is this so hard to just ask about upfront? And also, why didn't I go ahead and ask rather thank think i could figure it out? To me it’s got a lot to do with the fact that those conversations always feel a little awkward. Like you don't want to show up to a first meeting and open with "so what are your dealbreakers."
But the alternative (my reality now) is spending hours trying to read someone's mind through their 990s and old press releases, which is a complete headache rn. Talking to others in the space, it seems like a lot of donor conversations stay pretty high level until you're at proposal stage and realizing you have no idea if your outcomes framing is what these hot shots want.
If you’ve been where I am, how often do you actually get clear guidance from funders on what they want to see measured? And when you don't, what's your move? Is it ok to ask directly, make your best guess, or just lead with what your org already tracks and hope it fits? Ugh i know this is hard but I just want to be good at my job. Thanks!