Company Name
The David and Lucile Packard Foundation
Company City
Company State
Job Location
Los Altos, California
Company Information
The David & Lucile Packard Foundation was founded in 1964 by David and Lucile Packard. We work with people and communities to create enduring solutions for just societies and a healthy, resilient natural world. We have worked with thousands of organizations and leaders in the U.S. and worldwide to advance progress in the critical areas of science, ocean and land conservation, climate change, women’s reproductive health and rights, and the well-being of children, families, and communities.
At a time of multiple, intertwined crises globally and here in the U.S., the Packard Foundation began in 2021 a long-planned review of our grantmaking strategies. The first step of our process was to rearticulate our vision and mission, reexamine our organizational values, and create a strategic framework that builds on and honors the Packard Foundation’s past while advancing justice and equity in all that we do.
OUR VISION: A just and equitable world where both people and nature flourish.
Our new vision embraces a future where both people and nature flourish in a more just and equitable world. We explicitly acknowledge that the fate of people and the natural environment are inextricably linked. Solutions to the complex challenges we face must account for this interconnectedness.
OUR MISSION: We work with people and communities to create enduring solutions for just societies and a healthy, resilient natural world.
Our new mission takes on the critical work of addressing root causes of the challenges we face and mobilizing people for collective action. In addition to building on approaches that have guided our philanthropy for decades — working in partnership, committing to issues over the long-term, and grounding our work in science, knowledge, and data – we focus on understanding the systems that either accelerate or impede progress. It is only through just and equitable systems that we can find and sustain solutions to some of the biggest challenges we face today.
OUR VALUES: Equity, Integrity, Belief in Individual Leadership, Thinking Big, Respect, and Effectiveness.
In addition to clarifying our long-held values, we added equity. We will champion equity by treating people with dignity, honoring a range of ideas and perspectives from those closest to the issues, creating inclusive processes, and funding people who have been historically excluded to spur progress for all.
Job Description
The Program Associate (PA) is the lead contact for our grantees when it comes to ensuring the grantmaking cycle and process is understood, effective, and streamlined. Through partnership with the grantees, an understanding of their needs, and strong knowledge of our internal processes, the Program Associate works with many internal and external partners to contribute to Initiative and Foundation goals.
This role will be responsible for leading, developing, and implementing the operations for the Child and Family Initiative (CFI). CFI invests in strategies that prioritize the importance of children having a healthy start and seeks to improve the outcomes of children and overall family well-being in the U.S. Investments will support strengthening and increasing equitable access to well-connected systems of care that address the full range of needs children and families require to thrive. The Initiative is currently under development, presenting an exciting opportunity for someone who enjoys rolling up their sleeves and are comfortable with a degree of uncertainty. The person in this role will partner closely with a small, dedicated Initiative team, while also contributing as a valuable member of the Invest in Families and Communities Goal, which partners with leaders and organizations to promote resilient and vibrant communities where all children and families thrive and have the power to shape their lives. An interest in improving children and family outcomes is preferred.
This position reports to the Program Operations Manager and joins a team of passionate individuals committed to developing effective grantmaking processes and strong, trust-based relationships, designed to support the needs of our grantees.
PRIMARY DUTIES AND RESPONSIBILITIES
Grantee Partnership & Funder Engagement (~20%)
- Build strong partnerships with grantees working in 25 states and DC — at state and federal level — by deeply understanding their work, their unique organization needs and processes, and their local jurisdiction requirements to collaboratively identify the most effective pathways to funding while ensuring a positive grantee experience
- Serve as the main point of contact for grantees for needs related to initiating and moving the grant through its full lifecycle, creatively problem solving as complex grantmaking issues arise, applying in-depth knowledge of IRS and state lobbying rules as it pertains to funding policy and advocacy work and working with government officials, and negotiating in multiple directions to meet internal and external requirements
- Invest in learning and understanding Initiative strategies and key partners to draft grant summaries with minimal direction, inform work with grantees, and support strategy measurement and refinement
- In partnership with the Program Officer, assist in building and maintaining strong funder relationships across multiple focus areas and geographies, which include conducting funder research and scans, planning and coordinating offsite funder convenings
Grantmaking & Initiative Operations (~60%)
- Manage a portfolio of ongoing grants, payments, and reports on various timelines and ensure accurate and timely set-up/review/submission of files and information within the grantmaking system through each step of the grant lifecycle, leveraging developed expertise in legal compliance, grantmaking systems, and financial grantmaking requirements; Work closely with other Goals and Initiatives on collaborative grants and projects that focus on policy
- Work with the Program Officer to develop and execute annual and ongoing grantmaking plans with knowledge of prior work with grantees, identification of opportunities for collaboration across the Foundation, and understanding of up-to-date budgets, timelines, and grantmaking requirements
- Proactively identify, develop, and lead implementation of team operational processes and tools for Initiative collaboration and planning, with an eye towards equity, effectiveness, and easing grantee burden to better serve the Foundation’s grantees, partners, and goals
- Serve as the Fluxx Grants Management System expert on the Initiative team, with working knowledge of the back-end database structure, fields, and user-interface, along with grant file requirements and associated rationale for those requirements; develop Fluxx dashboards to enable effective creation and team tracking of grants
- Facilitate the development and management of strategy grant and operations budgets; For grant budgets, develop team processes and utilize existing tools to reconcile for accuracy and track actual/projected payout on an ongoing basis
- As needed, support the quarterly Board docket preparation process for the Initiative team, including developing and tracking timelines for content creation, crafting content and editing materials, and coordinating the feedback process and on-time material submission to the docket site
Organizational Collaboration & Process Improvement (~20%)
- Collaborate across the Foundation’s GDO team to create greater operational cooperation, transparency, and accountability for the Foundation, including supporting our ability to gather insightful data to guide our work
- Provide ongoing feedback/ideas and contribute to Foundation-wide process improvements to grantmaking operations; act as representative for specific needs of the Initiative and associated geographies within these conversations
- With other PAs and Initiative teams, identify, manage, and implement internal processes required to ensure alignment and coordinated implementation for workstreams and partners/grantees spanning multiple teams
- Participate in, and occasionally lead, guest speaker events, cross-Foundation working groups, and program forums to enable learning across the Foundation
- Pursue ongoing professional development opportunities and participate in Foundation-wide training sessions
Job Qualifications
Education: An Associate’s degree or equivalent experience/training is required for this role
Experience
- Three to five years of related cross-functional operations, partnering, and project management experience is required for this role
- Proven experience and strong interest in maintaining and improving operational processes and systems
- Passion for the Foundation’s mission, as well as experience in the nonprofit sector, experience in grantmaking processes and familiarity with best practices, either through a foundation or grantee perspective, is desirable but not required
Knowledge, Skills, and Abilities
- Strong operations and project coordination/management skills and experience, including the ability to develop, lead, and implement projects, processes, and systems, both independently and with colleagues
- Ability to manage and collaborate across multiple stakeholders, both internal and external to the organization, to understand needs, negotiate priorities, and develop alignment
- Ability to establish and maintain positive and productive working relationships with all people
Excellent attention to detail and the ability to complete work with a high degree of accuracy and dependability - A track record of being able to meet tight, sometimes simultaneous, deadlines with a keen ability to prioritize, adapt to changing needs, and partner with others to meet common goals
- Strong written and verbal communication skills
- A desire to grow your own cultural competence and dedication to actively participating in the Foundation’s work to integrate justice and equity into all facets of our work
- Proficiency in Microsoft Office products (Outlook, Word, Excel, and PowerPoint) or similar tools and a willingness to learn and become proficient with Foundation systems including Fluxx and Microsoft SharePoint
- Ability to work with individuals and teams across functions, organizations, and countries, including coordinating among different time zones and being available for periodic early morning or evening calls
- Willingness and ability to travel occasionally to conferences and grantee sites as needed
- Ability to be consistent and dependable for full-time work and be available to work overtime as needed