Surge Institute
Prioritizing the Need for Diverse Leadership in Education
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Programs and results
What we aim to solve
Three pillars of our Strategic Plan are: Ignite Our programming has measurable and immeasurable impact on the individuals who engage. Our top opportunity is to continue to bring that programming to people in education and beyond, in Chicago, Oakland, and across the nation, and with senior and junior leaders as well. This can all be done to build financial sustainability. Fuel Sharing the Surge way of doing business will make an impact in talent and diversity consulting. By exploring the ways in which schools, nonprofits, and companies recruit, select, develop, and reward talent, Surge can influence performance management systems to recognize the assets of people of color and build the leadership and collective culture of various types of organizations. Transform Elevating the voices of those with lived experiences will change the narrative in cities and communities, and enable leaders to see the assets and opportunities in immigrant and working-class communities, not just the needs.
Our programs
What are the organization's current programs, how do they measure success, and who do the programs serve?
Surge Fellowship
The Surge Fellowship curriculum encompasses a combination of content areas and learning experiences to impact not just the mind but also the heart of each fellow. This experience is curated to generate both individual and collective transformation through a bold reclamation of our leadership narratives, centered on the power and strength of our own racial and ethnic identities.
We kick off with a 2 ½ day retreat and completes with a graduation celebration. In the intervening months, fellows participate in one-day and two-day sessions each month and are expected to complete take-home assignments, as well as monthly contact with their executive coaches.
Fellows explore content across five key subject areas, all feeding into their larger journey: Executive Development, Individual Leadership Development, Education Policy, Team Building and Communications & Navigation.
Upon completing this one-of-a-kind program, Surge Fellows have the skills necessary to accelerate their trajectory in leadership, along with a new understanding of the authenticity and power they bring to the education leadership table.
Black Principals Network - The Leadership Collaborative
The Leadership Collaborative (LC) is a more intimate cohort immersive learning experience created out of feedback from Black Principals Network members. Their repeat request was for an opportunity for leaders who share collective cultural backgrounds, experiences & goals across the nation to gather, connect, innovate & share solution-based strategies while building community.
The LC is a monthly, community space consisting of seven sessions which include 4 virtual & 3 in-person connection points that will provide a deeper sense of connection through programming. The LC includes an intentional professional learner series, individual principal coaching, self-care strategies/practices, and a problem of practice that selected leaders nationwide will collectively work on together to take back to their school communities. Our goal is to support Black principals in their quest to proactively and effectively address the problems of practice germane to the school communities they serve.
Where we work
Our results
How does this organization measure their results? It's a hard question but an important one.
Evaluation documents
Download evaluation reportsNumber of program graduates
This metric is no longer tracked.Totals By Year
Population(s) Served
Multiracial people, People of Latin American descent, People of Asian descent, People of African descent
Related Program
Surge Fellowship
Type of Metric
Outcome - describing the effects on people or issues
Direction of Success
Increasing
Number of new programs/program sites
This metric is no longer tracked.Totals By Year
Related Program
Black Principals Network - The Leadership Collaborative
Type of Metric
Outcome - describing the effects on people or issues
Direction of Success
Increasing
Context Notes
Total number of TLC cohort graduates from the fellowship.
Our Sustainable Development Goals
Learn more about Sustainable Development Goals.
Goals & Strategy
Reports and documents
Download strategic planLearn about the organization's key goals, strategies, capabilities, and progress.
Charting impact
Four powerful questions that require reflection about what really matters - results.
What is the organization aiming to accomplish?
The Surge ahead includes developing, elevating, and uniting more than
5,000 of these leaders by 2030, catalyzing their growth and providing the
tools and connection necessary for us to wreck the nonsense we see and
create the space we need.
The Surge ahead will fuel the expanding vision and efforts of those
leaders, binding them tighter as a collective of changemakers, growing
their knowledge of what it takes to influence change, and providing the
ongoing support it takes to move mountains.
The Surge ahead will influence systemic change, connecting with
forward-thinking leaders and allies to build collective efforts that shift
policies and practices in institutions and organizations to create equitable
spaces for all.
What are the organization's key strategies for making this happen?
One of the most transformational aspects of our existing programming is
executive coaching. More than anything else, our alumni identify the relationship
with their coaches of color as a real difference-maker, building their confidence
and resolve to pursue their vision for themselves, understanding and aiming their
strengths, and acknowledging successful and unsuccessful patterns. Building a
brand to bring this opportunity beyond just our fellows and community can help
elevate the Surge brand, build the practices of coaches of color, and accelerate
the healing and impact of countless leaders of color.
Our loyal alumni value their relationship with Surge, and look to the program
team and alumni team to help them with career transitions, entrepreneurial
ideas, healing and wellness, and collaboration opportunities across sites and
classes. With sustained financial health and a growing alumni base enable us
to think creatively about how to support our alumni and continue to accelerate
their impact on children, communities, and cities. Their impacts can take them
to elected office, governing boards, start-ups, school and district leadership,
personal development, and more that we never dreamed of. Alumni supports will
scale to connect, support, and inspire our alums.
COVID led us to find new ways of working, and our two latest hires live in Florida
and Pennsylvania, respectively. Carmita is headed to California. Our current staff
has successfully nestled work spaces into their homes, supported with standing
desks, big monitors, and ergonomic chairs. We can save money and invest our
funds differently to become a virtual organization, limited not by cities but
opened to national opportunity.
What are the organization's capabilities for doing this?
Transformative programming is our top strength. Our program objectives are Dream Big, Know
the Landscape, Focus Inward, and Make an Impact. With this balance of goals, our programming
engages emerging leaders and helps them build their vision for their communities.
The Surge team. Surge is not your average workplace; we have ambitious goals to improve our
programming and deliver excellent content to our fellows and alums. Our workplace is people-centered, with meeting structures, decision-making methods, and work planning that adapts
with new learning and leaves oppression of corporate cultures behind. We invest in individuals
to meaningfully grow within their roles. Our people are celebrated for their many identities,
valuing differences in race, gender identity, sexual orientation, religion, family structure, age,
and the countless intersectionalities therein. We value wellness, providing competitive salaries,
supportive benefits, and flexible time off to enable people to take care holistically. We have fun
together, investing in staff retreats, care packages, and social connection, before, during, and
after the COVID pandemic.
Our allies make us better. Surge builds deep relationships with presenters, coaches, facilitators,
caterers, and other partners who represent our values and our identities, and we help them build
thriving businesses with authenticity.
Our alumni have only begun to shine. We have 230 program alumni, nearly all of whom give their
time, talent, and treasure to Surge each year. Some are climbing the ladders of authority and
influence in our cities, districts, and nonprofits. Others are finding a new way for themselves to
create their own consultancies, nonprofits, or companies to make a difference in the world. Many
of them see Surge as the most important alumni network to which they belong, meaning more
than their undergraduate experience or other fellowship programs. As we curate experiences and
facilitate convening, we will see even more connection, innovation, creativity, and impact from
this nationwide group.
Our board is visionary, connected, and devoted to helping our organization achieve greater
levels of impact with individuals, communities, and cities. Their perspectives, with a balance of
experience in foundations, charter school leadership, nonprofit leadership, impact investing and
corporate chops, support our growth, dare us to dream bigger, and keep us grounded in supporting
our people to make sustainable impact.
Our financial status is better than ever. Our team is well positioned to expand to new
communities through the Surge Academy, and our deep partnerships with local and national
foundations have put us in a strong financial position. We have an operating reserve and can begin
to think about building a strategic opportunities fund to expand our impact in new industries and
program styles
What have they accomplished so far and what's next?
How we listen
Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.
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How is your organization using feedback from the people you serve?
To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals
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Which of the following feedback practices does your organization routinely carry out?
We collect feedback from the people we serve at least annually, We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We engage the people who provide feedback in looking for ways we can improve in response, We act on the feedback we receive, We tell the people who gave us feedback how we acted on their feedback, We ask the people who gave us feedback how well they think we responded
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What challenges does the organization face when collecting feedback?
We don't have any major challenges to collecting feedback
Financials
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Operations
The people, governance practices, and partners that make the organization tick.
Connect with nonprofit leaders
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- Analyze a variety of pre-calculated financial metrics
- Access beautifully interactive analysis and comparison tools
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Connect with nonprofit leaders
SubscribeBuild relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.
- Analyze a variety of pre-calculated financial metrics
- Access beautifully interactive analysis and comparison tools
- Compare nonprofit financials to similar organizations
Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.
Surge Institute
Board of directorsas of 06/04/2024
Darryl Cobb
Charter School Growth Fund
Term: 2015 -
Paula A Sneed
Phelps Prescott Group LLC
Jean-Claude Brizard
Digital Promise
Ana Martinez Shropshire
Charter School Growth Fund
Margarita Florez Vasconcelos
Crankstart Foundation
Maria Heredia
Rocketship Public Schools Network
Teresa Ward-Maupin
Comcast Business
Board leadership practices
GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.
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Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes -
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes -
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes -
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes -
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? No
Organizational demographics
Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.
Leadership
The organization's leader identifies as:
Race & ethnicity
Gender identity
Transgender Identity
Sexual orientation
Disability
Equity strategies
Last updated: 05/04/2021GuideStar partnered with Equity in the Center - an organization that works to shift mindsets, practices, and systems to increase racial equity - to create this section. Learn more
- We ask team members to identify racial disparities in their programs and / or portfolios.
- We analyze disaggregated data and root causes of race disparities that impact the organization's programs, portfolios, and the populations served.
- We disaggregate data to adjust programming goals to keep pace with changing needs of the communities we support.
- We employ non-traditional ways of gathering feedback on programs and trainings, which may include interviews, roundtables, and external reviews with/by community stakeholders.
- We have long-term strategic plans and measurable goals for creating a culture such that one’s race identity has no influence on how they fare within the organization.
- We use a vetting process to identify vendors and partners that share our commitment to race equity.
- We have a promotion process that anticipates and mitigates implicit and explicit biases about people of color serving in leadership positions.
- We seek individuals from various race backgrounds for board and executive director/CEO positions within our organization.
- We have community representation at the board level, either on the board itself or through a community advisory board.
- We help senior leadership understand how to be inclusive leaders with learning approaches that emphasize reflection, iteration, and adaptability.
- We engage everyone, from the board to staff levels of the organization, in race equity work and ensure that individuals understand their roles in creating culture such that one’s race identity has no influence on how they fare within the organization.