XE⁴ FIRSTS

XE⁴ ASSETS

Unique Tools & Training for NPO's and Donors and HIV programmes

Sustainability Audits for NPO capacity

(with built-in Monitoring, Evaluation, Transparency and Accountability)

Excel as a management information system

Disclosure Tracking System

Peer Education curriculum testing system

Peer Education Expert System

KAP for bi-modal HIV/AIDS

totally automated KAP for corporates

Treatment Monitor for poor environments

sustainability, excellence, transparency and accountability maths and tools

Unique Indicators of performance and achievement

Great Articles on Sustainability, Excellence, Peer Education etc.

Great Resources for donors, NPO's and managers in HIV/AIDS etc

Great CSI Conference Presentations

Special Theory of Sustainability and Test of Sustainability

Smart Management Tools

Executive Summary

The two greatest crises facing development in South Africa are the collapse of the non-profit sector and the escalation of HIV/AIDS. The XE4 Foundation for Excellence focuses on winning these 2 wars.

It is a non-profit management consultancy that provides training and tools for sustainable non-profit organisations and excellent HIV/AIDS workplace programmes. Building the back-office of non-profits is more important than giving them money, and transferring management skills is the greatest gift CSI managers can offer.

In 2005, Errol Goetsch wrapped the training and support material of 5 years of field-work into Excel (and OpenSource) spreadsheets that donors and NPO’s use in their daily work. The wide range of on-the-job tools gives organisations the ability to self-diagnose and self-correct their weaknesses, without relying on expensive consultants and wasted further training. In many cases, the software is unique in the world. The tools were always low-cost but from 2005 on, they are all free. Errol hopes that HR managers running volunteer programmes will use the Giving Exchange to adopt the software so corporate staff can take the tools to non-profits of their choice and apply their management skills.

XE⁴ Tools for HIV/AIDS

HIV/AIDS  Workplace Program Design

HIV/AIDS  Counselling Unit Standards

HIV/AIDS  Treatment Management

HIV/AIDS  Peer Education Management

HIV/AIDS  VCT Management

HIV/AIDS  KAP Surveys

HIV/AIDS  Mainstreaming Register

HIV/AIDS  Funding Application

HIV/AIDS  Training Manual

HIV/AIDS  Prevalence Management

XE⁴ Tools for NPO's & Donors

NPO Sustainability Audit

NPO Strategic Planning

NPO Operational Reporting

NPO Performance Evaluation

NPO Monitor & evaluation tools

NPO Skills audits

NPO Performance contracts

NPO Donor reports (transparency)

NPO Board corporate governance

NPO Performance metrics

Our History

At the end of 1999, XE4 was commissioned for a feasibility study for a proposed Centre of Excellence. The NPO needed the Centre for its sustainability. It was in financial distress. I learnt that the standard approach of a Balanced Scorecard, with debt, liquidity and solvency ratios etc. would not work in a non-profit environment. As a result, a system for measuring sustainability was born.

Sustainability = Respect x Loyalty x Trust = S = RLT

Since then, a system for measuring excellence as been added. The formula was discovered in 2002 and became part of my workshops from 2003 onwards.

Excellence = Economy x Efficiency x Effectiveness x Equity = X = E⁴

In subsequent years, as I consulted in change and performance management, and lately in CSI and CSR (Corporate Social Investment and Responsibility), the body of knowledge grew.

Success = Quantity x Quality of work = Strategy x Operations

A theory of Corporate Governance (the decisions of directors and actions of employees, and the role of the organisation and each department) was added in 2004.

Today, that initial study has grown into a core set of simple insights, centred around excellence, corporate governance (what goes into excellence) and sustainability (what comes out of excellence). These "no brainers" support a set of graphs that describe and formulae that direct and measure the organisation's core functions. They in turn enable directors on board to accomplish corporate governance, and members of staff to accomplish excellence, and the whole to accomplish sustainability.

Our Work

Our management consultancy serves donors and communities by supporting NGO's and NPO's.

Our clients are

1. the Boards of Directors ,

2. the departments of Finance, Human Resources, Marketing and Operations,

3. the support functions of Management Information Systems (MIS) and Information Technology (IT)

4. the Executive Directors and CEO's who need to integrate them into a high-performance team.

The object of our work is to assist the NGO and NPO to perfect its

1. Strategy (i.e. getting the quantity of decisions right)

2. Operations (i.e. getting the quality of decisions right)

3. Transparency (i.e. getting the volume and timing of reporting right)

4. Corporate Governance (i.e. getting the leadership and management equally strong)

5. Sustainability (i.e. getting the trust, respect and loyalty levels right)

6. Visibility (i.e. getting its participation and beneficiary levels right)

The tools of our work are the following:

1. Environmental and community needs analysis (using the list of national priorities)

2. Portfolio analysis (of the organisation's programmes)

3. Excellence Formula ( E_xcellence = E_conomy x E_fficiency x E_ffectiveness x E _quity (i.e. X = E 4 ) )

4. Sustainability guidelines

5. Corporate Governance guidelines (following the King Commission's Report and Code of Conduct)

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