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April 1, 2008: Motivation through Customization |
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Sometimes in our efforts to deliver the perfect proven training component,
we consultants forget some of our other teachings that individuals truly are
unique and each connects to concepts differently. I was humbled recently
by a board committee whose members were balking at using their own connections
to make friends for promoting the organization and yes, identifying prospects
for future fund raising.
Although these individual's were not easily able to connect to overall goals
and needs, they were fascinated with individual projects/program components in
the strategic plan. It seemed much easier for each of these trustees to
think about just one element within the organization's operations and how they could
go about seeking new friends in the community that would be pleased to support
just that one element. We had finally found the key to unlocking pent-up
passion that could be boldly used by even the most reticent board member for
fund-raising!!! So, come out of the clouds of concepts and get down to
brass tacks - hey they are really shiny and very sharp, enough to penetrate a
previously un-breachable barrier.
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March 15, 2008: Trustee Exit Interviews |
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A leader of a board of trustees submitted their resignation and left the
board, without specifying their reasons for a mid term departure. The
trustee did not give any reasons verbally to any board or staff members
regarding a reason for departure. Given some of the recent exchanges of
communication involving this board member, it is certainly possible to guess at
a reason or two.
Knowing a real reason would perhaps spotlight a problem or issue that
required attention. This points out the value of having a policy that
requires exit interviews for trustees. Whether an individual leaves on
schedule, such as end of a term, or makes an abrupt departure, this can be an
incredibly important source of information on how the board/organization is
doing and where improvements might be needed. As is usually the case, you
don't miss a policy until you realize it is missing.
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March 1, 2008: Storming & Job-ing |
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Many of us have heard about the four stages of group development:
forming, storming, norming and performing. What never ceases to amaze me
if how true it is that, when even one new vocal member of a group is added, the
whole group re-enters the forming stage (although, in theory, it doesn't need
to last a long time!).
The need for patience to allow new members to settle in and bond with the
existing group is even more apparent in the all-volunteer organization, where
the board is also the primary staff. I am pleased to report that, in a
recent work meeting of such a group, I had the opportunity to give a new member
needed space for the re-forming to take place. In fact, the elected
leader of our entire group and myself (the group leader) just stepped to back of room and allowed
to new voice to speak.
We know it will take time to re-bond everyone and we already feel our
feathers ruffled regarding previous decisions, declared values and priorities
for the group (bit of a storm-wind being felt here) but if Job can do it, we
can. With a little patience, we can see a stronger team and improved outcomes for stakeholders just a few
months away.
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February 15, 2008: Development Dilemma |
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Many executive and development directors feel that their boards don't
perform adequately in the fund raising department. But what happens when
board members actually threaten to ask for funds in a way that staff members
perceive as inappropriate? This is a problem many E.D.'s and D.D.'s would
like to have, I suppose, but what IS inappropriate fund raising? If fund
raising activity is not on the "not" list (illegal, unethical,
unreliable, impractical, unsupportable, unseemly, results-not applicable),
should staff find methods chosen by board members to raise funds
"acceptable?" To be a bit more specific: when is it
appropriate for an E.D. or development director to censor the "way"
that a board member develops and solicits for a major gift to cover an
expenditure for an activity planned by staff and approved as part of the annual
budget?
When do fund raising methods deployed by board members cross the line so
that these activities undermine the operational control of staff?
At some point, shouldn't board members be trusted to portray the community
value of an organization in their own words and tap into their own
passion? If staff have been unable to motivate board members to take risks to meet strangers and ask them for doncations, shouldn't board members be supported in finding their own motivation? Can't board members have the freedom to find the best way to
connect operational funding needs with the passion and perspective of individual
prospective donors? OR, should board members only perform fund raising
actions in a way and manner that is highly scripted and controlled by staff? I am reminded of an old abortion rights slogan:
"If you can't you trust me with a choice how can you trust me with a
child?" In this case, the question is: if you can't
trust in my discretion then how can you trust me with your mission?
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February 1, 2008: The Executive Will |
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Earlier this month I learned that all executive directors (and this could be
extended to board chairs) should have a will. I thought that only people
who wanted to divide their assets after death and taxes needed one of
these. Many of you reading this (come-on, look in the mirror and nod,
will 'ya?) should have one of these to spare your organization, its valued
stakeholders and the community that you claim you care so much about, from unnecessary
pain and suffering due to an unplanned "demise."
OK, I am being overly dramatic but do I have your attention now? Just
type on a sheet of paper your best advice on how the organization should carry
on, or at least, who should take over your role temporarily, should you
burn-out one weekend and never return to the office or if the United Nations or
the U.S. president (or one of those Gates people) calls you to serve them in a
moment of crisis. Just name names: those people both within and
outside of the organization who get the mission, can honor your approach
competently and buy the board time to conduct a recruitment process without
going into a three alarm panic.
After you have finished typing this sheet, put it into a sealed envelope in
your bottom desk drawer and a copy in your safe deposit box next to your IRS
determination letter AND tell a staff member and your board chair that you have
done this. Maybe your board will raise the funds for a real live
succession planning and successor mentoring process but then again …..The
executive will: it's a GOOD thing!
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