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Grantmaking Stages - Step One: Develop Strategy

Our Approach to Giving 

We use a three-step process to develop strategy. First we define the problem and opportunity; next we articulate a formal strategy; then we develop an execution plan and budget.

Define the Problem

Long before we make a single grant for any given issue, we listen and learn about problems that cause great inequity. Whether the challenge is low-yield crops in Africa or low graduation rates in Los Angeles, we begin by immersing ourselves in information about problems that cause great harm and get far too little attention.

As we learn about an issue, we ask whether we can make a difference with our money and our ability to bring partners together. We get involved only if we believe we can make a unique contribution.


Articulate the Strategy

For each opportunity, a program area considers its cost, the risk associated with it, its long-term viability, and, most important, its potential impact on people’s lives. Based on the answers to these criteria, and after extensive discussion, the program identifies a strategy, which includes a budget, the results they hope to achieve, and a plan to measure those results over the short and long term. They present this strategy for approval by Bill and Melinda and our CEO Jeff Raikes.

Develop an Execution Plan

Once we receive approval on a strategy, we develop an execution plan. To create this plan, we detail the "nuts and bolts" of how we will implement against our strategic goals. We develop a budget, identify grantees and likely grants, and set specific milestones and time frames.

Example:

Early learning

Early Learning Strategy - United States Program 

When we realized Washington state was behind the nation in preparing children to thrive in school, our United States Program team thought we could help bring attention to the problem and mobilize action to solve it. But first we needed to understand why children were struggling. We drew on the expertise of academics, researchers, financial and policy analysts, early learning centers, nonprofit organizations, parents, and others. This information and collective wisdom helped us shape our strategy.

Find out more about our work in Early Learning.

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