leadership – Page 14 – The Healthy Non-Profit

Dear board volunteers . . . Can we please follow our fundraising policies?

May 1, 2013 erik Board development, Fundraising

DonorDreams blog is honored to be hosting the May 2013 Nonprofit Blog Carnival. The theme this month is “Dear board volunteer . . .” and the idea is “If you could write an anonymous letter to a nonprofit board about something they do that drives you crazy, what would that letter look like and what suggested solutions would you include?” If you are a blogger and would like more information on how to participate and submit a post for consideration, please click here to learn more.

I wanted to expand the Nonprofit Blog Carnival concept in May. So, I reached out to real non-profit professionals and asked them to also write an anonymous letter to their board volunteers. These people are executive directors, fundraising professionals, board members, donors, community volunteers, consultants and front line staff. I promised everyone anonymity in exchange for their submissions.

We will celebrate May’s Nonprofit Blog Carnival on Wednesday, May 29, 2013. Up to that fun-filled day, I will publish real anonymous letters every day from real non-profit professionals right here at DonorDreams blog.

I hope you enjoy this real look at real issues that our community deals with on a daily basis.

Here is today’s letter:

Dear Board Members,

We are so excited that our upcoming fund raiser is nearly at capacity. You all have done an outstanding job in talking up the event to your friends and colleagues, and in getting others to buy tickets to the event. Thank you for that.

Several years ago, you established a process that let each event committee determine the policies around which each event would operate. Once the policies were established by each committee, they were accepted or modified by the full Board. Now I know that each of you did not agree personally with all the policies, but majority rules and the policies were set, or at least I thought so.

To my surprise, and dismay, now I find out that there are many of you asking, assuming, or demanding that we don’t enforce these policies, at least as it concerns you. Some of you want to bring more people with you, of course at no additional cost. Some of you even think you should be allowed to come for free because you are a Board Member.

Good grief, this is a Fund Raising Event. It is designed to make money! Don’t you get it?

Now here is what really ticks me off. You don’t call or email me — the executive director — with these ideas. No, you call or email my event staff, who are already intimidated by you. What kind of spot do you think this puts them in?

So what do we do about this?

First, if you want to make a difference in how an event operates, volunteer to serve on the committee that designs the event. We would love to have more of you actively engaged in these committees. Second, when the committee presents the event at the Board Meeting, speak up, express your concerns then. Make your vote count. Third, once the Board accepts the policies surrounding an event, accept them. We all need to follow the direction the Board sets.

And please, call or email me if you are having issues or concerns with an event. Calling or emailing my staff with this sort of thing just isn’t appropriate or helpful. However, you must know that while I will listen to you or read your email, I will always back up the Board’s decision. You really would not want me to do otherwise.

Sincerely,
Lonely at the top

If you have some advice for the author of our anonymous letter, please be respectful and share it in the comment box at the bottom of this post.

Here’s to your health!

Erik Anderson
Founder & President, The Healthy Non-Profit LLC
www.thehealthynonprofit.com
erik@thehealthynonprofit.com
http://twitter.com/#!/eanderson847
http://www.facebook.com/eanderson847
http://www.linkedin.com/in/erikanderson847

Nonprofit blog carnival: “Dear board volunteers . . .”

April 30, 2013 erik Board development, volunteers

I love the Nonprofit Blog Carnival because it is an online collaborative space where bloggers can focus on a specific nonprofit theme and readers can easily access different points of view on the same topic. I am very honored and humbled that the DonorDreams blog will host the May Nonprofit Blog Carnival.

Let’s get this party started with the immortal words of Dr. Seuss from “Oh, the Places You’ll Go!“:

Congratulations!
Today is your day.
You’re off to Great Places!
You’re off and away!

You have brains in your head.
You have feet in your shoes.
You can steer yourself
any direction you choose.

Attention all bloggers: Calling for submissions to the May 2013 Nonprofit Blog Carnival

The theme for May’s Nonprofit Blog Carnival is . . .

“Dear Board volunteers . . .”
If you could write an anonymous letter to a nonprofit board about something they do that drives you crazy, what would that letter look like and what suggested solutions would you include?

carnival mask

I encourage you to have a little fun with this topic. You can write it from any of the following perspectives:

executive director
fundraising professional
fellow board member
nonprofit consultant
donor
volunteer
program staff

You can also theme your letter on any number of issues pertaining to: fundraising, board development, leadership, financial management, planning, organizational culture, volunteerism, etc. The possibilities really are endless!

And remember to keep the letter “anonymous” just like the Mardi Gras carnival!

Go visit April’s Nonprofit Blog Carnival hosted by Katya’s Non-Profit Marketing Blog

In April, the carnival was hosted by Katya’s Non-Profit Marketing Blog and the theme was “Best Advice“. She asked bloggers to consider the following questions:

How has it transformed your work?
What is your own best single piece of advice for people who work at nonprofits?

If you’re interested in reading what some very smart and talented bloggers had to say about this Nonprofit Blog Carnival theme, click here.

But wait . . . there’s more!

If you couldn’t tell from my introduction, one of my favorite writers is Dr. Seuss, and he has been described by many as an “architect of social change“. In my opinion, the genius behind his writing is that he talked about social issues in a way that even a child could understand.

So, those of you who can incorporate some reference or tip of your hat to Dr. Seuss in your Nonprofit Blog Carnival submission for May will get bonus points.

It can be as simple as incorporating a quote or a moral to one of his stories into your anonymous letter to nonprofit board volunteers. Or it can be as complex as composing your entire letter in a Seuss-like format.

I’ll even help by providing you with these online resources and ideas:

What exactly do bonus points get you? Simply put, it increases the chances that your blog post will get included in the Nonprofit Blog Carnival in May, which will be published on the DonorDreams blog platform on Wednesday, May 29th.

Finally, if you choose to accept the Seuss-challenge, be careful about copyrights, trademarks, and all of that legal stuff.

How to submit your work for consideration?

You are welcome to write your blog in a house or with a mouse or in a box or with a fox; however, I must receive your submission by the end of the day on Monday, May 27, 2013:

How do you submit? Simply email the following information to nonprofitcarnival[at]gmail[dot]com:

Your name.
The name of your blog.
The permalink of your post.

Who will make the decision on what gets included?

During the entire month of May, I’m turning the DonorDreams blog over to the Nonprofit Blog Carnival theme of “Dear Board Volunteers . . .”

In the last few weeks, I’ve invited a ton of executive directors, fundraising professionals, board volunteers, and nonprofit consultants to do the same thing that I’ve invited you to do, which is write an anonymous letter with some advice in it to their nonprofit board volunteers. Of course, I didn’t ask them to get creative with the Dr. Seuss curveball because they aren’t creative bloggers like you! 😉

I am publishing their work at DonorDreams throughout the month of May. (If you are looking for some inspiration, I encourage you to periodically click over to DonorDreams. Something you read may just spark a blog post for you.)

I will ask those nonprofit professionals and volunteers who get published at DonorDreams in May to help me judge what you and other bloggers submit at nonprofitcarnival[at]gmail[dot]com. Remember, the big carnival celebration happens on Wednesday, May 29th.

Miscellaneous details?

Click here to learn more about the Nonprofit Blog Carnival. If you want to view the archives, then you want to click here.

Do you want to become a “Friend of the Carnival” and receive email blasts twice a month with reminders about the Carnival? Click here if you want to receive those reminders.

Here’s your final piece of Seuss-inspiration: “You’re on your own. And you know what you know. And YOU are the one who’ll decide where to go . . .”

I am very much looking forward to see what you decide to do and where you decide to take this month’s Nonprofit Blog Carnival.

Here’s to your health!

Should we compensate our non-profit board volunteers?

April 29, 2013 erik Board development, volunteers

Those of you follow this blog know that I’ve been unpacking old boxes of “stuff” in my basement for the last few weeks. There is a small mountain of boxes from my last place of residence. It is stuff that was deemed unimportant at the time of unpacking, but important enough (for whatever reason) not to throw away. As I’ve encountered old non-profit training materials and memories, I’ve shared some of it here at DonorDreams blog.

Last night, I rummaged through another two boxes in an effort to get ready for garbage day on Monday. As I unpacked and recycled more stuff, I came across a March 2004 edition of BoardSource’s “Board Member” magazine. The cover story was titled: “At What Cost? The Board Compensation Debate.” James Orlikoff wrote the proponent article “Yes! In the Accountability Era, Board Members Must Be Paid.” Kevin Murphy wrote the opponent article “No! Paying Boards Is a Solution in Search of a Problem.”

I remember reading this pro-con piece almost a decade ago and I found myself firmly in the “Heck No!” camp. However, I’ve softened over time and enjoyed re-reading this article last night (especially because it took me away from the job of unpacking boxes . . . LOL).

Here is the thesis of Orlikoff’s proponents argument:

“In today’s challenging, complex, and litigious environment, board compensation may soon emerge as a key component of effective governance.”

Here is the thesis of Murphy’s opponents argument:

“. . . compensating board members not only undermines public confidence in the sector, but also begins to erode the underpinnings of our governance system. The media attention to compensation scandals makes one thing clear: With board member compensation, the potential abuses outweigh the potential benefits.”

One reason for my recent defection from the opponent’s camp is that I see many municipalities compensating their city council members. In my hometown of Elgin, Illinois, a citizen who gets voted onto the council received a $1,000 monthly stipend, the ability to participate in the city’s health insurance program, and a few other small perks.

I honestly don’t think the issue of compensation undermines public confidence in our municipal institutions, and I don’t see any erosion to the underpinnings of the governance system. In other words, I am looking at an empirical example and don’t see any evidence of what the opponents to board compensation argue.

Sure . . . the city of Elgin is not a non-profit board of directors, but it also isn’t a for-profit board either.

So, let’s look at a handful of arguments put forth by the proponents:

A lot is asked of non-profit board members, and compensation is a way to reward such work and create an incentive to do a quality job.
For-profit board members are compensated, and non-profits might need to start doing the same thing in order to compete.
Adding compensation to the picture might contribute to a more rigorous board recruitment and evaluation process.

Orlikoff ticks off 10 reasons for compensating non-profit board members, and after reading each argument I find myself shrugging my shoulders and saying “Hmmm . . . maybe.”

However, in my opinion, I am left wondering if compensation might change the dynamics around “engagement” of non-profit board members.

While I have not yet formed an opinion, if someone could show me that non-profit board members would be more engaged in activities like fundraising, financial management and board governance issues, then I might joyfully jump into the proponent’s camp.

I know that some of you might be scratching your heads right now thinking it is illegal to compensate non-profit board members. The simple answer is that it is not illegal to do so. It is just a little more complicated.

According to this BoardSource article, two percent of non-profits currently pay their board members (mostly large and complex organizations), and 25% of foundations pay their board members. Joanne Fritz at about.com answered this question in her post titled “Can a Nonprofit Compensate It’s Board Members?”

So, here I sit again in the middle of a good debate. While I understand board compensation alone won’t improve non-profit board governance, I am left wondering if it isn’t part of the solution.

What are your thoughts? Would adding a small stipend create a change in recruitment efforts? Year-end evaluations? Meeting attendance? Committee meeting attendance? Fundraising? Engagement? What are some of the problems we might create by opening this ‘can of worms’?

Before you share your thoughts in the comment box below, please consider the following quote from American business man James Casey.”

“The basic principle which I believe has contributed more than any other to the building of our business as it is today, is the ownership of our company by the people employed in it.”

I dunno . . . let’s talk about it. Here’s to your health!

The key to your non-profit’s success? LEADERSHIP!

April 26, 2013 erik Board development, organizational development

Welcome to O.D. Fridays at DonorDreams blog. Every Friday for the foreseeable future we will be looking at posts from John Greco’s blog called “johnponders ~ about life at work, mostly” and applying his organizational development messages to the non-profit community.

In a post titled “Dr. Pepper’s Shadow,” John talks about:

how we view leaders,
how our leaders’ words and deeds are hugely influential, and
how leaders can have an unintended impact on all types of situations.

I know that I’m oversimplifying John post, but everything he says points to how important leadership is to any organization. Like it or leave it . . . I believe it is likely the biggest factor in determining your successes and failures.

I’ve worked with non-profit organizations that have great programs, great mission, great vision, great staff, great systems, great policies and practices and great history, but they find themselves “in the tank” because leadership is lacking. As John talks about in his post, the leaders in my example are casting a “long shadow” and its impact is negative.

I’ve also worked with non-profit organizations that have serious gaps and deficiencies. They lack resources, their technology is bad, their systems and policies are poor or nonexistent. . . and they seem to overcome all of it. In these cases, it is always the leader who makes a huge difference.

leadership1

I’m also not just talking about a non-profit organization’s executive director. I’m also referencing board leadership.

The reason I am on a leadership kick this morning is because of an online article I read a few weeks ago about J. C. Penney at NPR.com.

Here is the story in a nutshell:

J.C. Penney’s hires a new CEO.
The new CEO boldly casts a new vision and changes everything!
Everyone follows the new CEO. (He has a LONG shadow)
The new strategy doesn’t seem to work and a lot of money is lost.
The board fires the new CEO and stock prices go up as investor confidence rises.
The board hires the previous CEO and stock prices go down.

There is a lot going on with this story, and I suspect John can carve two or three different blog posts out of it. However, I will point to the one obvious thing . . . “LEADERSHIP! Everyone places tremendous importance on this idea and that person casts a long shadow!”

leadership2

Now there are all sorts of ideas floating around about leadership. Servant leadership, situational leadership, democratic leadership, charismatic leadership, bureaucratic leadership, and the list goes on and on. There are also all different kinds of leaders.

One point of view on leadership that I’ve become enamored with in the last few years comes from organizational psychologist and management consultant, Noel Tichy, who has worked with a number of troubled and successful companies throughout the years. Here is what he has to say about successful organizations and leadership in the introduction of his book, “The Leadership Engine“:

“The answer I have come up with is that winning companies win because they have good leaders who nurture the development of other leaders at all levels of the organization. The ultimate test of success for an organization is not whether it can win today but whether it can keep winning tomorrow and the day after. Therefore, the ultimate test for a leader is not whether he or she makes smart decisions and takes decisive action, but whether he or she teaches others to be leaders and builds an organization that can sustain its success even when he or she is not around. They key ability of winning organizations and winning leaders is creating leaders.”

Uh-oh . . . I may be starting to border on another hot topic and age-old question . . . “Can leadership be taught or are leaders born?” John tackled this question (with regards to a servant leadership paradigm) in his post titled “Born, Not Made“.

I going to stop here and remain at 50,000 feet with my original observations:

leadership is important,
everyone looks at the leader and they cast a long shadow, and
leadership seems to be the great equalizer (and it can make or break your organization).

Does your non-profit organization have great leaders sitting in the CEO and board president’s chairs? How do you know if they are great leaders? Have you ever seen a great organization with bad leadership at the helm? Do you have a “point of view” around leadership like Noel Tichy or John Greco? If so, what is it?

Please use the comment box below to share your thoughts, opinions and experiences. We can all learn from each other.

Here’s to your health!

The best advice I ever got . . .

April 17, 2013 erik Board development

On Monday, Dani Robbins’ Non Profit Evolution blog started off with these words, “The best advice I ever got as a nonprofit CEO was . . .” Since reading those words, I’ve had a delightful dinner with Dani at a great Indian restaurant in Columbus, Ohio, and we talked a lot about those days when we were both young non-profit executive directors.

For some reason, I can’t get the words from her Monday blog post out of my head. Every moment that my mind gets a chance to wander, it comes back to a simple question, which is “What was the best advice I ever got as a non-profit CEO?”

Honestly, there was so much advice that at times it felt overwhelming. EVERYONE had an opinion because EVERYONE thought they knew how to do my job. I believe this is a cross that every nonprofit executive director must bear.

Of course, there was someone in my life who could do my job because he had done it before. His name was Fred Paulke, and he was previously my executive director at another agency.

I bring Fred into the conversation because there are two great pieces of advice that Fred gave me, and I can’t decide which one is “the best“.

Committing yourself

The first piece of advice was to stop “over promising and under delivering.”

Fred did a resource development audit for me, and one of his findings was that I had a tendency as a young executive director to over promise and under deliver to board members and donors.

Embarrassing? Ummmmm . . . yeah!

However, true friends tell you when you have a bugger hanging off the tip of your nose. Am I right?

So, the best advice I may have ever received is “STOP DOING THAT!”

In fact, I believe the advice was to “find ways to reverse this habit and start under promising and over delivering.”

Simply put, every time you under deliver you’re eroding your credibility. If you do this enough times, board members and donors will cease believing you when you tell them that you will do something for them by a certain time.

Additionally, being late with something that you promise a board member or donor (or anyone really) is nothing short of: 1) poor customer service, 2) poor stewardship, and 3) unprofessional.

Truth be told? I still struggle with this today. This simple idea turns out to be not so simple.

Do you also struggle with over promising and under delivering? Don’t quickly dismiss this question. Give it some thought.

Do you tell board members that you will have board materials out one week in advance and actually get it into their hands three or four days in advance?
Do you tell donors that you will get their gift acknowledgement letters in the mail within 24 hours of receiving their contribution and actually take two or three days after a big event?
Do you intend to publish your newsletter quarterly and actually only get around to it twice a year?
Does your website and Facebook page go weeks or months without getting fresh content?

I suspect that many of us struggle with this issue, and it isn’t because we’re bad people. I think most of us are eager to please and want to do good.

If you struggle with over promising and under committing, you may want to check out Tiffany deSilva “Seamless Success” blog post titled “Overwhelmed? You Might be Over-Promising and Under-Delivering“. She has a few simple tips to help you knock it off.

Prioritizing

The other great piece of advice Fred gave me when I was a young executive director was this:

10% to 20% of the people you meet and work with are going to love you (and will likely love you through thick and thin);
10% to 20% of the people you meet and work with are going to be critics (and will likely never like you or what you’re doing)
There will be 60% to 80% of the people with whom you meet and work that don’t have any opinion of you and your work. They are a blank slate and persuadable (at least in the very beginning of your relationship).

Fred explained that it would be really easy to spend all of my time with the people who love me. Who doesn’t love a “love feast”??? It also would be really easy to spend all of my time trying to win over the critics.

If you are interested in getting the best return on investment on your time, his advice was to focus on those in the middle. Doing so is a sure-fire recipe for success.

The reason I love this advice is because the moral to the story pertains to how important it is for executive directors (and really anyone) to prioritize their time, energy, and resources.

So, what is the best advice you’ve ever received as a non-profit executive, fundraising professional, or non-profit volunteer? Do you have tips to share on how not to over promise and under deliver? Do you have best practices on prioritizing your time? Please pay-it-forward today by sharing your thoughts in the comment box below.

Here’s to your health!

Boys & Girls Club of Elgin about to have their “Lion King moment”

April 12, 2013 erik organizational development

In a post titled “Born, Not Made,” John questions an assumption he made early in his professional career about whether or not leaders are born or made. He also introduces the concept of “servant leadership” and sets it apart from other ideas pertaining to leadership. John frames the central question as: “Can caring, and a willingness and commitment to serve, be learned and/or developed?”

This November 2012 post came back to me because I’ve had “leadership on the brain” for the last few weeks.

On Monday, April 15, 2013, the Boys & Girls Club of Elgin will have its “Lion King moment” as it holds its new executive director on high and introduces her to the community. Click here or on the YouTube video below to remember what that moment looks like. 😉

[youtube=http://www.youtube.com/watch?v=2YHzhevY1Jk]

Her name is not Simba. It is Cathy Malkani. I’ve known her for more than a decade. She has been an executive director of a Boys & Girls Club before. She and I worked together at Boys & Girls Clubs of America on a 3-year project in Indiana called the Lilly Endowment Capacity Building Initiative. She was the leader of that project.

Cathy isn’t just a Boys & Girls Club professional. She replicated her leadership and success in other places like a homeless shelter named Hebron House of Hospitality in Waukesha, Wisconsin as their resource development director.

I’ve seen Cathy lead, and I’ve seen it up close and personal. While I think she is a “different kind of leader” — servant leader — the bottom line is that it doesn’t matter what I think. The reality is that the Elgin area community gets their opportunity in the next few weeks to make that assessment for themselves. Essentially, the Club (and Cathy) are entering into a critical period of time because:

“You only get one chance to make a first impression.”

Having watched the Boys & Girls Club of Elgin’s board search for its new leader, I am struck by how important “process” was in making this decision. After all, if you believe that leaders are born and not made, then it becomes fascinating to watch a volunteer board do the following:

identify and recruit an applicant pool,
develop interview questions designed to tease out an applicant’s leadership skills, and
ultimately decide who they will hoist above their heads and proclaim their leader.

I am also a believer that leadership is situational. So, I found it interesting to watch this non-profit board decide what their agency needs at this point in time and how they matched those needs up with a variety of different well-qualified candidates.

Do you think leaders are born? Or do you think they are made? Have you seen non-profit organizations go through an executive search? Do you have any observations or best practices to share from that experience? Please use the comment box below to share.

ALSO . . . please use the comment box to welcome Cathy and wish her well. Do you have any good advice about what her first 90 days should look like?

Here’s to your health!

Great non-profit advice from those boxes in my basement: Part 3

April 11, 2013 erik volunteers

On Monday, I shared with you that in the corner of my basement, there is a small mountain of boxes from my last place of residence. I’ve decided after seven years, none of it can be very important. So, I’m opening the boxes and starting to trash the contents. In the very first box I found a treasure trove of training materials from when I worked for the Boy Scouts (BSA) as a District Executive in the 1990s. I decided that the readers of this blog might find some of it helpful and useful. On Monday, I shared with you BSA’s tips for running an annual campaign. Yesterday, I offered you the Scouts’ perspective on volunteer management. Today, we will look at volunteer retention.

Unlike the last two BSA documents that I blogged about, this last one was not what I would call “simple”. It was not a brochure or a laminated card for your wallet. It was a 32-page manual titled “Selecting District People,” and Section VIII is all about “Volunteer Retention“.

I really love how the BSA starts Section VIII off with the following limerick:

There once was a chairman named Tad,
Who recruited new people like mad;
A whiz we all thought,
But the trouble he brought
‘Cause they left ‘fore they served; it was sad!

I think this really says it all! Don’t you?

The BSA credits the Boy Scouts of Canada with coming up with the following “seven keys to the care and maintenance of volunteers:”

Recruit the volunteers you need.
Reclaim the volunteers who left scouting.
Refuse/reject volunteers who are not suitable.
Retain the volunteers you have.
Recognize the volunteers you have.
Rotate volunteers who need more challenging work.
Refer the volunteers who move.

Wow . . . seven ‘”R’s” . . . pretty clever. 😉

This section goes on to offer many different retention ideas, and the following are just a few:

Know your volunteers’ interests and align their volunteer opportunities with those interests.
When you see a volunteer exhibiting “burn out,” don’t wait until it is too late. Engage these volunteers early and help them change to new duties.
Volunteers sometimes drop out for personal reasons (e.g. health issues, divorce, work stress, etc). When this happens, keep in touch with them and invite them back when the situation is resolved.

For me, a good volunteer program has one central value that guides it . . . volunteers are members of your family and should be treated as such.

Just a few days ago, I received an email from my online friend Joanne Fritz at about.com. One of her stories was titled “What Do Your Volunteers Want? 10 Ways to Make Volunteers Happy“. She really takes the issue of volunteer retention to a new level. If you have a minute or two in your busy non-profit day, I strongly urge you to click-through and read this post. I know it will generate a few “AH-HA” moments for you.

While the mountain of boxes in the corner of my basement is still large, I’m stopping this series of blog posts here before it gets too stale. Besides, I’ve only gotten through one box so far and I have to pick-up the pace. LOL 😉

Is your agency trying to build a volunteer recruitment and management program? If so, how is it going? Do you track volunteer retention? What are you doing to improve your retention rates? Please share a few of your thoughts and ideas in the comment box below. We can all learn from each other.

Here’s to your health!

Great non-profit advice from those boxes in my basement: Part 2

April 10, 2013 erik Board development, volunteers

On Monday, I shared with you that in the corner of my basement, there is a small mountain of boxes from my last place of residence. I’ve decided after seven years, none of it can be very important. So, I’m opening the boxes and starting to trash the contents. In the very first box I found a treasure trove of training materials from when I worked for the Boy Scouts (BSA) as a District Executive in the 1990s. I decided that the readers of this blog might find some of it helpful and useful. On Monday, I shared with you BSA’s tips for running an annual campaign. Today, I will offer you the Scouts’ perspective on volunteer management.

The document I pulled out of the box is super simple. It is a brochure titled “Six Major Tasks for Volunteer Success: To Strengthen District Committees and Commissioner Staffs“.

Define Responsibilities. Volunteers must know what is expected for them to be successful. Carefully define, in writing, the responsibilities for each position.
Select & Recruit. Fit the right person to the job. Consider each prospect’s skills, interests, and other relevant factors. Consider the variety of motivating factors for people getting involved. (And then BSA instructs its employees to use recruitment best practices and references other manuals)
Orient & Train. Provide each person with prompt orientation on the individual assignment and with adequate training to be successful. (Again, BSA references another three manuals for training curriculum)
Coach Volunteers. Provide ongoing coaching as needed. Build a volunteer’s confidence and self-esteem. Help conserve a volunteer’s time. Coaching should be provided by the appropriate chairperson or professional.
Recognize Achievement. Prompt volunteer recognition has an important impact on the tenure and quality of service in the district. Recognition must be sincere, timely, and earned. Use the great variety of formal BSA recognition items, but also be creative with frequent locally devised thank-yous. Even more effective may be the personal “pat on the back” for a job well done. Recognize volunteers on a face-to-face basis, from a person of status, and preferably in front of the volunteer’s peers.
Evaluate Performance. Help district volunteers regularly evaluate how they’re doing. (Would you be surprised to learn that they reference yet still more manuals)

For those of you worrying that I’m violating copyright law, rest assured there is nothing on this brochure that indicates this is copyrighted. Additionally, these six points are all best practices dating back to Biblical times (maybe I’m exaggerating . . . or am I?). Finally, I am infamous for ending my blog posts by saying something like “please share your thoughts in the comment box below because we can all learn from each other“. I guess I’m just imposing my teachable point of view on the Scouts.

C’est la vie!

Reviewing this old 1997 BSA volunteer document, I am struck with the following thoughts:

It is super impressive that the BSA seems to have a manual for everything, which gives new meaning to the expression “They wrote the book on that.”
BSA is dependent on hundreds of thousands of volunteers to implement their programming. It makes sense that they’ve invested countless time, energy and money in developing resources. I wonder if there are collaboration and strategic alliance opportunities for your organization around volunteer recruitment and management. What’s stopping you from reaching out to your local council and starting a dialog?
Boiling it down into six simple tips is misleading and confusing because the devil is always in the details. It is easy to say “Coach volunteers,” but the trick is doing it. There is nothing simple about these six steps, and the BSA has been honing their expertise in the area of volunteer recruitment and management for more than a century.

Is your agency trying to build a volunteer recruitment and management program? If so, how is it going? How many manuals have you developed and on what subjects? Have you hired a volunteer coordinator yet? Please share your thoughts and experiences in the comment box below.

Here’s to your health!

High Functioning and High Profile?

April 9, 2013 erik Board development, volunteers

Dani Robbins is the Founder & Principal Strategist at Non Profit Evolution located in Columbus, Ohio. I’ve invited my good friend and fellow non-profit consultant to the first Wednesday of each month about board development related topics. Dani also recently co-authored a book titled “Innovative Leadership Workbook for Nonprofit Executives” that you can find on Amazon.com.

There are some very high-profile and high functioning Boards on which community leaders serve with distinction. There are other high-profile yet lower functioning Boards on which people serve because they believe in the mission and it’s also good for their company, career or ego. It’s hard to tell which is which, and it may even be hard to decide which you want.

High profile Boards where nothing strategic is happening but everything is basically fine may be enough for you. Then again, it may not. Even if it is, “basically fine” is hard to qualify. How do you know?

If you are invited to serve on the Board of a respected community organization, the best – and really only – way I know to find out what type of board it is, is to ask lots of questions. Those questions include asking about a typical meeting, about the agenda, topics covered and the quality and quantity discussions; about the CEO and how he or she operates.

Is it a yes Board or a working board?
Is it a Board whose meetings include generative and strategic discussions or one that solely focuses on its fiduciary responsibilities?
Does the organization have a vision of where they’d like to be at some specified point in the future?
Are there organizational values?
Do they align with your values?
Is there a strategic plan?
Are there goals the CEO is working toward?
What are they and by who were they set?

The answers will tell you a lot.

If a typical meeting has no written agenda, you know going in that conversation is likely to wander off topic.

If the meeting is described as primarily votes and committee reports with approvals to follow or the vote being tabled until the discussion at hand is taken up by the committee, with others invited to attend, you know there is a Chair who knows how to run a meeting and who is also running a primarily fiduciary focused Board.

If there are robust discussions that challenge the status quo, decisions that move forward the organization’s vision and generative discussions that consider all constituent groups’ positions, you have a Board that is fiduciary, strategic and generative.

Alternatively, if there is very little discussion, you may have a high-profile but lower functioning Board. Further evidence of this will be if there are no organizational values, no vision, no strategic plan and if the goals were set by the CEO for the CEO.

The CEO’s goals are usually tied to the Board approved strategic plan. In the absence of a plan, the Board sets the CEOs goals and evaluates the CEO based on the accomplishment of those goals. CEOs that set their own goals without any Board input also tend to set the direction for the Board, both signs of a lower functioning board and also an indication of boundary issues. Other evidence of boundary issues, though on the other side, includes Board meeting topics that are operational in nature.

Boundary issues mean the Board acts on things traditionally done by the CEO, and the CEO performs duties traditional completed by the Board. The combination creates a lower functioning Board that, high-profile or not, may not meet your Board service goals or its governance responsibilities.

As described in a previous post The Role of the Board, “the Board is responsible for governance, which includes Mission, Vision and Strategic Planning; Hiring, Supporting and Evaluating the Executive Director; acting as the Fiduciary Responsible Agent, setting Policy and Raising Money. Boundary creep makes the accomplishment of governance responsibilities challenging, which in turn compromise the achievement of high functioning.”

Of course, high functioning and high profile Boards are not the only options. The opposites, low profile and low functioning, are quite prevalent and also easier to spot.

Like anything, it’s important to know what you want out of your Board service before you determine the Board that is right for you to serve. High profile doesn’t necessarily beget high functioning. What’s right for you?

As always, I welcome your experience and insight.

The Millennials are coming: Non-profits will either evolve or die!

April 5, 2013 erik Fundraising, organizational development, Planning

In a post titled “Survival Is Not Mandatory,” John talks about our always changing world and workplaces and how we need to evolve in order to remain viable and relevant. His conclusions are simple: 1) Evolve or die and 2) Survival is not mandatory.

Sometimes timing is everything. When I read this blog post, I was on the treadmill with my new iPad with Morning Joe on the television in the background. The television talking heads were droning on about marijuana legalization and they flashed the following graphic on the screen:

My first reaction was “Huh, it’s interesting that the opinion lines recently crisscrossed.” My second reaction was “Hmmmm, where have I seen another graphic like that?” And within moments, I remembered that the other similar graphic was this one about same-sex marriage:

These two thoughts were colliding in my mind as my feet trudged along on the treadmill, and then my eyes went back to my iPad and John’s blog post about change. My first thought was “What is driving all of this immediate change so quickly?” And my second thought was “I wonder what implications these trends may have for non-profit organizations, fundraising, resource development and philanthropy?” Almost immediately, I remembered seeing the following chart in a Giving USA Spotlight newsletter:

It was at this point I realized the meteor has hit our planet, the weather patterns are changing, and change is starting to happen rapidly. The change we’re experiencing in our society is exponential.

If you are scratching your head and find yourself saying “HUH,” then I encourage you to look more carefully at the previous graphic. The oldest members of the Millennial generation are already in their 30s. Combine this with the fact that the Millennial generation is almost as large as the Baby Boomer generation (e.g. 79 million Boomers vs. 75 million Millennials) and then factor in the 51 million GenXers, and you have the recipe for rapid change.

Still not convinced? The consider the fact that every day for the next 19 years it is estimated that 10,000 Baby Boomers will retire EVERY DAY. In 2014, Millennials will make up 26% of the workplace and this number will soar to 36% by 2020.

Let’s face the grim realities here:

Every single day there are a number of Silent/Greatest generation and Baby Boomer generation individuals who are dying and retiring.
Every single day there are a number of Millennials who reach voting age and enter the workforce.

LOL . . . I am reminded of that famous quotation by Ross Perot speaking to that “giant sucking sound”. In this instance, I don’t think we’re talking about NAFTA. In this example, that giant sucking sound is the vacuum being filled by Millennials.

So, what is the end result? What does all of this mean for non-profit organizations? Fundraising? Philanthropy?

Well, I am not a fortune-teller, but the following thoughts have crossed my mind:

The workplace characteristics for non-profit organizations will change quickly.
The donor profile will change quickly.
The client profile will also change quickly.

I suspect most “best practices” won’t change (e.g. face-to-face solicitation is the most effective way to secure donations), but I can imagine that strategies and tactics need to adapt and evolve. For example . . .

We know that once a donor retires their charitable giving habits seem to change. With 10,000 Baby Boomers retiring every day, I suspect resource development plans need to evolve because at this point in time Boomers make up the bulk of most agencies donor databases. (Did you know that 69% of Boomers donate to charity compared to 33% of Millennials? Source: Center on Philanthropy Panel Study)
We know that direct mail is effective with Baby Boomers much more so than it is with Millennials.
I suspect that fewer Millennials physically own checkbooks than their Baby Boomer counterparts.

(I wonder how eBanking impacts traditional charitable giving systems?)
We know that Millennials volunteer at higher rates than any other generation.

John ends his post by simply stating “But survival is not mandatory.” This revelation is striking because it causes me to wonder: Which non-profits are going to adapt? Which agencies are going to die? How will those who survive evolve and adapt? When will that process start? When will resource development plans start to reflect these changes? Who will step up and lead on these issues?

If you are feeling overwhelmed, I can appreciate that, but paralysis is the enemy of evolution and adapting.

My best suggestion to those of you who don’t know what to do or how to proceed is commit yourself to learning more. Click here to read a great publication titled “Charitable Giving and the Millennial Generation” from the Giving USA Foundation at The Center of Philanthropy at Indiana University. There are a lot of great “AH-HA” moments in this publication. Hopefully, it will get you and your organization pointed in the right direction.

As many of you know, I am a GenXer. As I finish this blog post, I suddenly have a song running through my head and I can’t get it to stop. Upon a little reflection, I now realize that this song is my generation’s anthem and characterizes our lifelong struggle with Baby Boomers and Millennials. Click here if you want to get inside my head and enjoy what I am sure will become my generation’s rally cry. 😉

Please scroll down to the comment box and weigh-in with any thoughts you may have about the questions I posed a few paragraphs ago. We can all learn from each other.

Here’s to your health!