resource development – Page 32 – The Healthy Non-Profit

A Philanthropy Day present for you

November 15, 2012 erik Donor-centered fundraising, Fundraising

As I explained in Tuesday’s post titled “Happy Philanthropy Day 2012,” I was in Rochester, MN helping the Southern Minnesota Chapter of the Association of Fundraising Professionals celebrate National Philanthropy Day. There were awards for philanthropists and fundraisers. Training sessions were offered to both staff and board. It was uplifting, celebratory, engaging, and education.

People typically turn holidays into opportunities for gift giving, and I don’t believe Philanthropy Day should be any different. Obviously, the Southern Minnesota Chapter was very thoughtful in their gift giving when they decided to give the gifts of recognition and professional development to their members and the Rochester community’s philanthropic community.

When I thought about what I should give the readers of this blog for Philanthropy Day, it was an idea that came to me very quickly.

At the end of one of the training sessions I had facilitated, I asked that very talented group of fundraising professionals to engage in a brainstorming session around what a set of donor centered fundraising policies might look like for a typical non-profit organization. I did this because in my travels I just haven’t seen many agencies tackling this project. So, my gift to you this Philanthropy Day is that I will share the results from that exercise. (A special thanks to the Southern Minnesota Chapter for collaborating with me on this gift.)

Before I begin, I should mention that there was a robust discussion about whether or not this list should be “policies” or something else (e.g. practices, procedures, parts of a plan). Regardless, we did build consensus around the idea that this list should begin with a “P”. 😉

The following is a draft list of ideas and is intended to get you and your resource development committee discussing possibilities:

[gifts of X amount] get a phone call from a board volunteer within [Y number of days] of sending out the initial acknowledgement letter.
[gifts of X amount] get a phone call from a volunteer and client within [Y number of weeks or months] of sending out the initial acknowledgement letter. This call should include verbiage that conveys a sense of what the donor’s contribution has helped produce.
A written policy on when to “discontinue contact” with a donor.
A written policy that speaks to the idea of how to handle donor data (e.g. sale of lists, distribution of reports, etc)
[asks of X amount] must always be done face-to-face with someone who has a relationship with the donor participating in the solicitation.
A written policy pertaining the collection, capture, and use of donor centered data (supported with training)
A procedure written about the board mentoring policy specific to how board members model participation in a donor centered fundraising program
A written policy about pledge payment options designed in a donor centered way (e.g. how about asking the donor to what is most convenient for them rather than just depending on them to check boxes on a form)
A written policy dealing with donor confidentiality of information (and perhaps engage donors in helping write that policy or give input via a focus group)
A written procedure for sending a personalized gift acknowledgement letter within [X number of days] that includes the following information: 1) confirmation that the gift was received, 2) expressed appreciation and excitement for the gift, and 3) a reaffirmation of what the gift will be used for.
A written policy or procedure clearly stating that there must be [X number of cultivation/stewardship touches] in between solicitations. (Note: the group who offered this recommendation suggested seven might be the right number)
A written policy or procedure on issuing a press release for all gifts larger than [X size gift]
A written policy or procedure on sending letters from beneficiaries/clients to donors to demonstrate thanks and illustrate impact/ROI.
A written policy or procedure on when a board member signature should appear on a gift acknowledgement letter
A written policy or procedure on when handwritten notes should be used in addition to the donor database generated letter
A written policy or procedure addressing the issue of when and with whom to use “events” to cultivate/steward donors (Note: please note they were not referencing fundraising events but rather friend-raising events)

Again, a special thank you to the Southern Minnesota Chapter of the Association of Fundraising Professionals for helping me produce a thoughtful blog post that doubles as a great Philanthropy Day gift.

What do you plan on doing on Philanthropy Day? It could be as simple as calling a special donor (regardless of whether or not they are a donor to your agency) and thanking them for what they do. Or you could scroll down and use the comment box below to add one more suggestion to the list that was started above.

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

Happy Philanthropy Day 2012

November 13, 2012 erik Fundraising, volunteers

Today, I have the honor and privilege of being in Rochester, Minnesota to celebrate National Philanthropy Day with the Southern Minnesota Chapter of the Association of Fundraising Professionals.

The way this chapter celebrates National Philanthropy Day, which is officially on the calendar this year for November 15th, is by hosting a day long conference for non-profit professionals as well as board and fundraising volunteers. I cannot tell you how excited I am to be the keynote speaker at the awards luncheon and facilitate both morning and afternoon training sessions.

If this is the first time you’ve heard of this holiday, I encourage you to click the link above to learn more, but here is a quick explanation from the AFP website:

“National Philanthropy Day®, November 15, is the special day set aside to recognize and pay tribute to the great contributions that philanthropy—and those people active in the philanthropic community—have made to our lives, our communities and our world.”

Click here to view a brief video that is sure to pull your heart-strings:

[youtube=http://www.youtube.com/watch?v=D__GyC0sY9I&feature=youtu.be]

Does your community celebrate National Philanthropy Day? If so, please share a little bit about your event in the comment box below. If not, why not plan your own celebration as a way of honoring your donors and volunteers?

In one of my sessions, I will engage local fundraising professionals and volunteers in a brainstorming exercise focused on what donor centered fundraising policies might look like. As my National Philanthropy Day gift to the readers of this blog, I will share some of their thoughts with you on Wednesday.

Please join me in honoring philanthropists . . . wish someone a Happy Philanthropy Day on November 15, 2012.

Here’s to your health!

How do you deal with your inner “Non-Profit Possibility Girl”?

November 9, 2012 erik Board development, organizational development, volunteers

Welcome to O.D. Fridays at DonorDreams blog. Every Friday for the foreseeable future we will be looking more closely at a recent post 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 recent post (a very short but powerful post), John talked about “Possibility Girl” and the paralysis that comes with expectations, especially expectations that are very visible.

As I read John’s post, a number of non-profit questions formed in my mind:

I wonder how many non-profit boards (collectively) feel the same way as Possibility Girl?
I wonder how many board volunteers (individually) feel the same way as Possibility Girl?
I wonder how many non-profit executive directors feel the same way as Possibility Girl?
I wonder how many non-profit fundraising professionals feel the same way as Possibility Girl?
I wonder how many donors (individuals as well as organizations like foundations) feel the same way as Possibility Girl?

As you can see, John got inside my head this morning. LOL

Once I got past these questions, it became very clear to me that the bigger question that needs to be asked is:

“What can/should a non-profit executive director do with their board volunteers , staff and donors to help them get beyond this paralyzing ‘Possibility Girl effect’?”

I used to struggle with this question when I was an executive director (not that I had framed it in quite the same way prior to reading John’s blog post). With that disclaimer in mind, I will share with you a few things I think worked for me:

I liked to clearly set expectations well in advance. I used written volunteer job descriptions during the recruitment process, and I used a management by objectives system when it came to staff performance management plans. I really think clarity and transparency “right-size” expectations and put Possibility Girl in perspective.
I tried to celebrate and recognize big and small accomplishments. I really think celebration and recognition shrink the doubts that people have in their heads, and it provides proof that you aren’t “fake” or “bluffing your way through something“. Success breeds success and builds confidence.
I tried to integrate a sense of mission-focus into everything. I think this approach helps because it serves as a reminder that none of this was about me. It is about something bigger. This approach always allowed me to compartmentalize personal feelings, put them in their right place, and focus on the bigger things. It was a crutch that helped me and the groups of people I supported to “push past periodic feelings of inadequacy“.

Enough about me. What about you? How do you personally deal with you inner “Non-Profit Possibility Girl“? How have you helped your board, fundraising committee, and staff deal with her? I would love to hear a few tips from your corner of the non-profit world! We can all learn from each other and Fridays are great days to invest a minute or two in such an activity. Please use the comment box below to share.

Here’s to your health!

More non-profit lessons from 2012 election

November 8, 2012 erik Fundraising

I plead guilty when people charge me with being a political junkie, which is why I can’t get my focus away from various election tidbits this week. On Election Day 2012, I blogged about my polling place and a few “ah-ha moments” I had while standing in line waiting to vote. The day after the election, I couldn’t help but indulge in the post-game analysis including fascinating data about the political fundraising landscape. There are definitely some lessons to be learned from those numbers.

Here are a few interesting articles and websites that caught my attention:

“Infographic: How Both Presidential Candidates Grossly Outspent Their Predecessors” by Fast Company
“Obama outspent Romney in September” by The Washington Post
“The 2012 Money Race: Compare the Candidates” by The New York Times

Here are just a few interesting observations:

OMG, did you see how much money was raised on both sides of the political divide? I really think that non-profits need to stop saying that no one is donating because of the economy. Wow!
Was anyone else surprised by where the political contributions came from when broken out state-by-state? I was shocked to learn that my home state of Illinois appears to be second only to California.
There was an interesting contrast between the two candidates around the issue of “source of funds” with Obama’s largest source of funding coming from individuals donating $200 or less compared to Romney’s strength emanating from people donating $2,000 or more.

What does this all mean for you and non-profit fundraising? Here are just a few casual observations:

Individual giving is the key to raising serious money!

Even with the Supreme Court’s Citizens United ruling, both campaigns kept their focus on raising money from individuals because just like with charitable giving individual giving dwarfs everything else. By some accounts, companies only accounted for 11% of the money raised by Super Pacs in this political cycle.

Huh?

This isn’t much more significant than the 5% charitable giving number that companies contribute to non-profits every year.

Am I missing something?

Renewed debate over big guys vs little guys?

A few weeks ago a board member said to me, “Erik, all we need to do is find one Warren Buffet or Bill Gates to serve on the board and our financial issues will be a thing of the past.”

As I look at Romney’s fundraising numbers, I think: “Maybe that board member wasn’t totally off-base.” When I look at Obama’ fundraising numbers, I think: “Wow, a small gift strategy might just work.”

When I get beyond the numbers and start reading editorials and letters to the editor, I can’t tell you how many people openly questioned how much influence big donors might wield over their candidate if they make it to the White House. All of that coverage got me thinking about the influence that big donors have over the non-profits they support.

I think this is a great boardroom discussion that should get translated into your agency’s annual resource development plan.

Staffing matters!

There was a lot of talk about “The Ground Game” on election night, and it showed up in the spending numbers. Did you notice the payroll number for each campaign? Here is the score: Obama $91.7 million to Romney $44.2 million. This wasn’t administrative dollars because that was broken out separately. This was money spent on something referred to “boots on the ground“.

Non-profit boards talk until they are blue in the face about the merits of paying for more fundraising staff or ponying up more salary to attract better staff.

Staffing and organizing field work made a difference in this election. Attracting top talent is a constant concern at for-profit corporations, and non-profit boards would be well-served to take a second look at these ideas.

What lessons learned did you walk away from Election 2012 for your non-profit agency? Did you have any “ah-ha moments” while watching news coverage or reading a news story? Please use the comment box below to share your thoughts.

Do you understand your resource development roles and responsibilities?

November 1, 2012 erik Board development, volunteers

Yesterday’s post was titled “Can you pass the board roles and responsibilities test?” and questioned how non-profit organizations can and should strive to keep board members focused on their appropriate roles. Included in yesterday’s post were a few fun test questions designed to help you to realize that answers to these questions aren’t always obvious, which is why thoughtful strategies must be developed and used to maintain clarity.

Before we move on to a new set of questions regarding board volunteers and their roles/responsibilities around resource development, we still have some unfinished business to transact from yesterday’s blog post. The following are answers to yesterday’s poll questions along with brief explanations :

Question #1: “The executive search committee hires the executive director?” While 44% of respondents said this was a true statement, the reality is that only the board of directors as a whole can hire the executive director. Yes, the search committee does much of the work and makes the recommendation to the board. However, technically speaking it is just a recommendation that doesn’t turn into an actual hire until the entire board votes to make it so.
Question #2: “It is a primary responsibility of the board to develop and monitor adherence to personnel policies?” Respondents were split evenly on this question with 50% saying it is a true statement and the other half saying it is false. This was a trick question and depending on how you read it, you are probably right. In reality, developing and monitoring adherence to personnel policies is a primary responsibility of BOTH board and staff. Remember, the board also has an employee to manage (e.g. executive director) and as such they are “monitoring adherence” as much as the executive director is doing so with the remainder of the agency’s staff. As for policy development, it is true that staff play a major role, but in the final analysis setting policy can only be done by the board (albeit with staff input and assistance).
Question #3: “It is a primary responsibility of the board to review the organization’s policies, procedures, and bylaws?” While 88% of respondents said this was a true statement, the reality is that like the last question this is a primary responsibility of BOTH board and staff who work together to get this done. In the end, policy making is clearly a board role, but staff play a supportive role in the review process including making recommendations and weighing in with their professional opinion.

Let’s put aside whether or not you agree with these textbook answers. The bigger point I am trying to make is that questions around board-staff roles and responsibilities can get fuzzy for trained non-profit professionals (see results above). So, it shouldn’t be a surprise that board volunteers need their staff to help them maintain clarity and alignment.

Well, that was a lot of fun! Want to try it again? Please take a stab and answering some of the following questions around non-profit board-staff roles and responsibilities specifically focused on fundraising and resource development (don’t worry, no one can see how you individually answer):

[polldaddy poll=6654135]
[polldaddy poll=6654141]
[polldaddy poll=6654146]

I will share the answers with you tomorrow, which means there will be two blog posts tomorrow with one focused on our traditional “organizational development” Friday topic and a second containing answers and explanations to today’s resource development poll questions. WOW . . .that is a “two-fer” on a Friday! What more can you ask for? 😉

How do you keep your non-profit board from becoming “unaligned” when it comes to clarity around board-staff roles & responsibilities in the area of fundraising? Do you use certain tools (e.g. an annual board re-commitment pledge, etc)? Can you share those ideas and tools with your fellow readers? Are there particular strategies that you use (e.g. resource development planning process, etc)?

Please scroll down to the comment section and share your thoughts, tools, and approaches with your fellow non-profit professionals. We can all learn from each other.

Here’s to your health!

Hurricane Sandy should remind us all of the power and strength of non-profits

October 30, 2012 erik Fundraising

As many of you probably are, I’m glued to my television watching Hurricane Sandy devastate the eastern seaboard. My heart goes out to the millions of people who are affected by this weather event.

Watching natural disasters like this one always reminds me that it isn’t just heroic public employees (e.g. police, fire fighters, and EMTs) who swing into action to help people and respond to challenges. Of course, you see non-profit organizations like the Red Cross and Salvation Army mobilizing. However, there are so many more organizations that act:

Non-profit hospitals
Homeless shelters
Food pantries
blood banks
senior centers
childcare facilities

I’m also reminded during natural disasters that the response isn’t just from local non-profit organizations. Click here to see news coverage from KCTV about Kansas City non-profit agencies who are gearing up to respond to Hurricane Sandy.

So, let me keep today’s post short and sweet . . .

If you are a religious person, please say a little prayer for your fellow Americans who are currently impacted by this massive storm and include in your prayers those non-profit employees who are out there helping.
If you aren’t religious, please keep those impacted and our non-profit brothers and sisters in your thoughts throughout the days ahead.

If you wish to make a financial contribution to help with relief efforts, please click the graphic below and it will take you to a Red Cross donation page.

Here’s to your health!

Does your non-profit agency pass “The Marshmallow Test”?

October 26, 2012 erik Board development, Fundraising, leadership, organizational development, Planning

In a recent post, John talked about something called The Marshmallow Test, which is a real life academic study related to impulse control. You probably know this by other names and expressions such as “A bird in the hand is worth two in the bush“.

John poses the question, “What happens when the environment is perceived to shift a bit?” Both he and the academic study conclude, “The promise of a second marshmallow holds no sway, if the promise is perceived as unreliable.”

So, I thought I’d ask a very simple question on this Friday morning . . . Does your non-profit agency pass “The Marshmallow Test”?

Confused? Let me give you a few examples to get you started:

If your organization doesn’t invest in and value professional development (e.g. very little training, no professional development plans embedded in performance management plans, few promotion opportunities, etc), then how does that impact your employees’ behavior in the workplace? Do they still strive for improvement or do they settle into the status quo?
If your organization doesn’t measure the impact of its programming, then how does that impact donor behavior? Does it influence how your fundraising professionals do their jobs?
If your organization doesn’t value the importance of planning and fails to involve board volunteers in strategic planning, then will that have a “disengaging” effect on board members? Does it impact what they’re willing to do on behalf of your mission?

Yes, today was intentionally a short post because John’s Marshmallow Test post really said it all, and I wanted to provoke you to think about your specific non-profit agency rather than share a fun non-profit story from my past.

So, have you given this question any thought? Does your agency pass the test? On what level were you considering this question (e.g. operations, human resources, resource development, etc)? Is your organizational structure designed to engage employees, volunteers and donors and result in them having some impulse control?

Please scroll down and use the comment box to share your answer. If you still don’t have an answer, please weigh-in on any thoughts this might have spurred. We can all learn from each other.

Here’s to your health!

Do I know you? And why are you asking me to join your group?

October 25, 2012 erik Board development, Fundraising, organizational development, volunteers

I am constantly amazed at how careless some non-profit organizations are with their volunteer recruitment efforts. Correct me if I am wrong, but building the right board, advisory group, or fundraising committee with the right people is at or near the top of every smart nonprofit professional’s task list. Right? Well, if this true, then can someone explain to me why I’m getting random emails and Linkedin requests from people I don’t know asking me to join something?

The following are a few excerpts from one recent email (names have been changed to protect the innocent):

“We are now accepting applications for the Associates Board. The Associates Board will provide young professionals with the opportunity to get involved in event planning, fundraising, social media, and recruiting . . .

To apply, please review the commitment, roles, and responsibilities, and our application procedures by clicking here.

If you have any questions, please feel free to contact XXX XXXXXXXXX, our Associates Board President, at XXX@XXXXXXXXX.org.

Please feel free to forward this email onto any young professional who you think may be interested!”

There are so many things that concern me about an email like this. Here are just a few:

They don’t know me. They don’t know my skill sets. They don’t know if I would be a great fit for this volunteer opportunity.
They don’t have the time to review important things like roles and responsibilities with me? They made this a self guided activity.
So, they want me to think that I’m important enough to join their Associates Board, but I’m not important enough to call?
They’re giving me permission to forward their invitation to anyone? I now fear who else could be sitting around this table talking about issues such as “event planning, fundraising, social media, and recruiting”.

Here is another random request I received from someone I don’t know via LinkedIn (again, I changed the names to protect the innocent):

“Hey Erik,

Would like to have you as a member of the XXXXX National Fundraising Advisory Committee, what day and time can we discuss? Please check out our website at www.abcdefg.net for more information, I look forward to speaking with you!”

I must admit that I’ve sent out “messages in a bottle” like this, but I have never been so presumptuous as to ask someone I don’t know to do anything other than please take a phone call from me.

Have you ever had the pleasure of sitting on a board or committee with a group of very caring people who don’t have a clue as to how to do what they are being asked to do? If you have been spared this experience, I sincerely hope you never get the opportunity because it is frustrating.

I believe that non-profit professionals need to construct volunteer groups (e.g. boards, committees, etc) in much they same way they hire staff.

Put some thought in what skills the people around the table will need to accomplish what you’re asking of them.
Approach people who you believe possess such skills.
Be clear about expectations upfront in order to avoid misunderstandings. Share written volunteer job descriptions, roles & responsibilities documents, and written plans with volunteers before asking them to join.

Recruiting random people to do work for your organization is irresponsible. It can set people up for failure. It can also create horrible group dynamics and poor results.

If this blog post is not resonating with you, then let’s agree to do this. I will go to a very public place and ask for random volunteers to attend your annual campaign kickoff meeting with me. You will entrust us with pledge cards and some personal information about your donors. Let’s see how well this works out for you and your campaign, and we can talk about it at your post-campaign critique meeting.

We’ve all made mistakes in recruiting volunteers, and we can all learn from each other’s mistakes. Without embarrassing yourself or anyone else, please use the comment box to share a few lessons learned and explain what you’re now doing differently.

Here’s to your health!

How to start a successful non-profit YouTube channel

October 22, 2012 erik Fundraising, Mondays with Marissa, technology

I’ve said it before and I’ll say it again. YouTube is for more than just cute cat videos. In fact, YouTube is home to web networks, political commentary, educational videos and . . . OK, maybe some of the most adorable cats you’ve ever seen. If your organization is not on YouTube you’re missing a great opportunity to reach a new audience. In today’s post, let’s look at how YouTube can be a great resource for a nonprofit in today’s social media savvy society.

Why YouTube?

Well, think about it. Have you looked at a YouTube video yet today? If not, I’m sure you’ll see one posted in your news feed on Facebook that will catch your eye. The point is that YouTube is a place people go to find videos that are about topics important to them. YouTube is a familiar site for people. When people think of videos on the internet, they think of YouTube.

YouTube has a built-in audience. Many people don’t just go to YouTube for one video, they will often find a video that was linked to their video that they find interesting and watch that one too.Why not use this familiarity, and automatic audience to your advantage and make sure your organization has a YouTube Channel?

YouTube Basics

Once you’ve decided that YouTube is a network for your organization, it’s really simple to get started. All you have to do is sign up. Every YouTube user is given a channel where she can upload videos. This channel’s name is customizable. You will want to make sure that your organization’s channel name is easy to remember and recognizable to your organization.

The background of your channel is also customizable. You can upload banner graphics and change the color scheme to match your agency’s logo.

Beyond the cosmetic changes, make sure you take the time to fully fill-out your YouTube profile. This not only lets people know what your channel is all about, but it also gives them other places on the web to go (e.g. your website, Facebook page, etc). Additionally, filling out the profile helps with the SEO of your channel, which will help Google point people in your direction when they search for you.

Subscribing to other channels also helps you build your YouTube community and can help your organization gain new subscribers. The channels to which you subscribe cannot be seen by others; however, when you like a video or add it to your favorites list this action will show up in your activity feed and users will be able to see that.

YouTube users also have the option of choosing a video that is shown on their channel’s page first. Make sure you choose this video wisely. While some channels make this their most recent video, others choose to make it a welcome video. You can changed this at any time, but make sure that the video that is displayed prominently on your channel is one you think is a good representation of your organization.

As is true with any social media site, remember that sharing is caring. So, share your content on all of your other social media networks.

Nonprofit YouTube Extras

Like many other Google products, YouTube has made resources available for nonprofits to help them achieve their goals. This includes YouTube’s Nonprofit Program.

Benefits of being accepted into this program include:

a donate now button on your channel’s page,
the ability to livestream on your channel, and
call to action overlays that pop-up on related videos for users to participate in.

These tools will help your organization succeed on the YouTube platform. Applying is easy. Your agency just needs a YouTube channel.

I hope this post has given you some insight on how to get started on YouTube. As for what type of content to include on your organization’s channel, that’s a post for another Monday.

Has your organization had success with YouTube? What did you find most helpful when setting up your channel? What did you find least helpful? Leave your tips in comments!

Change 101: Sell-Sell-Sell and then Strategy-Strategy-Strategy

October 19, 2012 erik Fundraising, organizational development

In a recent post, John talked about the importance of “selling problems,” and he wasn’t referencing issues that sales teams experience. He literally meant taking your organization’s problems / challenges and selling them as things that must be solved.

A few weeks ago, I attended Boys & Girls Clubs of America’s Midwest Regional Conference as an exhibitor and trainer. One of the sessions I presented was “Transformation: Driving Lasting Change at Your Club“. In that training, I shared with participants a six stage process for leading change that I learned at a change leadership training offered by Linkage Inc.

Here are the six stages to that change model:

Make the case for change
Enlist stakeholders to develop vision & strategy
Communicate the vision and strategy
Remove barriers
Set milestones & acknowledge progress
Reinforce the change

If you click over and read John’s post and then click back here to the six stage change model, you will see the first three stages all deal with “selling the problem”.

Of course, this all seems to easy when presented in blogs and six stage models. What could go wrong, right?

Well, there is always that little thing called strategy development that if done incorrectly can lead your organization down a path towards bigger problems.

Let’s look at a real world example that many non-profit organizations deal with at one time or another. This is the issue of fundraising efficiency and productivity. Here is how I’ve seen this change initiative unfold too many times:

The agency needs to do better with its fundraising program.
The executive director sells the problem to the board. Facts, figures and charts all demonstrate the need.
The executive director and board members sell the problem to donors, who generous agree to help with their pocketbooks.
All of stakeholders agree that the strategy needs to be increased organizational capacity in the area of fundraising. The solution? Hire a fundraising professional! (or more fundraising professionals as the case may be)
The new fundraising professional joins the team, and the problem doesn’t get better (in fact it sometimes gets a little worse).

Huh? What happened?

In many instances, I’ve seen the executive director take a victory lap and then wash their hands of their fundraising responsibilities. The board does a similar celebration and then disengages from the resource development program. Board members think: “Phew! Thank goodness we hired that person to do all of our fundraising. Now I can focus on other things.”

Oooops! Maybe the problem was deeper and more complex.

When leading change, the first order of business for the non-profit executive director is “selling the problem”. As John points out in his example, if you can make this a self-discovery process for key stakeholders, it will be that much more powerful.

Immediately, after you secure engagement, strategy and vision development becomes critical because selling the right problem with the wrong solutions will get you nowhere fast.

I don’t mean to imply that the aforementioned strategy of hiring a fundraising professional is a wrong solution. However, understanding cause-and-effect is important and anticipating potential scenarios will help you avoid some heartache. Additionally, understanding the entire problem and being comprehensive in your strategy development is key.

Has your agency ever solved a problem without engaging key stakeholders in what the problem was in the first place? What was the result? Have you ever solved a problem and found yourself surprised that the solution didn’t solve the problem? What did you do? How did you correct course and change your change initiative? If you are a fundraising professional who has gone through what I just described, please share how you re-engaged your boss and the board and got things on track. Please use the comment box below to share your thoughts and examples.