Tuesday, March 2, 2010

Change is in the Air...

It’s the planning season with nonprofit teams throughout our region working tirelessly on new initiatives, partnerships, and strategies to bolster performance and address a dramatically shifting environment. The NorthSky team is involved in some of this work and we’ve been dazzled by an impressive display of innovation, open-mindedness, and yes, dare I say it, courage!

Change isn’t easy for anyone. And as dramatic as it sounds, it does take courage. Whether you’re the change agent championing a new approach or initiative that the rest of the team isn’t quite ready for, or the “changee” being pushed to do things differently; it’s tough work. Even the most positive change, such as moving to new office space, using new computer technology or enhancing management systems, can be uncomfortable and challenging.

Yet, being effective change agents and understanding when it’s time to take on change, is an essential skill and competency for nonprofit leadership. It’s an ongoing part of our nonprofit world and we need to be very good at it.

Some suggestions that come to mind as you embark on a major change:

1) Involve folks in the change. While it may be tempting to go underground and map out the strategy in a bunker, the more you involve people along the way, the more engaged and supportive they will be…even of unpopular changes. Let them help identify challenges and develop solutions.


2) Navigating successfully through major change requires superb communication skills. Understand all your constituent groups and how to effectively reach them. Listen and respond to their concerns. You may not be able to meet everyone’s needs but you can provide clear information and a forum to hear their issues.


3) Be honest even if it’s a difficult message to deliver.


4) Stay focused on your mission and your clients/ customers. While internal changes to operations, staffing, or structure, may be uncomfortable, if it means a better, more secure, or stable way of serving the community, it will be easier to accept.

We’re all going through a great deal of change right now. Any other suggestions to share?

Wednesday, January 27, 2010

Clear as Mud: Defining Organizational Capacity Building

We’ve been spending time this week discussing organizational capacity building. It’s the world NorthSky lives in and we are frankly, immersed in it; considering such topics as how to build board effectiveness, infrastructure development, executive director talent, systems, measures…. well, the list goes on and on. But just try and come up with a clear definition of organizational capacity building. Barbara Blumenthal defines it as “the actions that improve nonprofit effectiveness including organizational and financial stability, program quality, and growth.” That doesn’t really go far enough, does it? Because we know that elements (beyond actions) such as behaviors, skill sets, attitudes, and culture all play a role in the capacity of an organization to thrive and sustain to fulfill its mission.

Paul Light, author of Sustaining Nonprofit Performance, describes capacity as “an output of basic organizational activities such as raising money, forging partnerships, organizing work, etc.” I like this definition better and it seems more in line with the real life experience of nonprofits.

While the definition may not be clear, it is clear that capacity building is worthwhile for every nonprofit. Completion of an organizational capacity assessment http://www.northskynonprofitnetwork.org/resource_drillDown1.php?recordID=185 is a good first step in that it not only provides data identifying where you are stronger and weaker but a forum for board and staff to learn and grow together.

Capacity building efforts can include a broad range of activities such as training, leadership coaching, systems development, performance measurement, and capabilities enhancement (such as marketing, financial management, and fundraising). The right formula varies for each nonprofit and is dependent on its history, leadership, and stage of organizational life cycle. The needs of a start-up organization are far different than that of a mature nonprofit… although, for some, they can be frighteningly similar. Well, that’s another story…

Paul Light says it well. “These are times that try the nonprofit soul.” Well, amen to that. But nonprofit leaders are a persistent group and we keep working at it.

Please share your thoughts on defining organizational capacity and strategies for strengthening it.

Wednesday, January 13, 2010

2010 and We're Still Trying to Figure Out Board Recruitment

January and it seems like everyone is talking about the need for additional board members and the difficulty in identifying individuals to round off and build their leadership. The NorthSky team preaches that it all starts with your board, that term limits are critical, and that a diverse board is a best practice. Isn’t that frustrating? You already know all that and we haven’t been very helpful in working with you to recruit new talent. Well, we’re really excited about our partnership with the United Way Volunteer Center and the opportunity to more aggressively recruit candidates for your board. Some suggestions as you move forward.

1) Conduct a composition analysis. We have two great tools created by Ameen & Associates in our online Resource Center. http://www.northskynonprofitnetwork.org/resource.php#JumpGovernance Use them to identify the ideal composition of your board, who you already have and where there may be gaps that present recruitment opportunities. If possible, tie the ideal composition of your board to the priorities you’ve identified in your strategic plan and vision.

2) Recruit carefully and don’t rush the process. Consider requiring candidates to serve on a board committee prior to joining your board. It’s always a good idea to date before you get married.

3) Prepare to start new board members off on the right foot with a comprehensive board manual and solid orientation. You’ll find outlines for these also in our Resource Center. http://www.northskynonprofitnetwork.org/resource.php#JumpGovernance

4) Consider sending new board members to our session “The Board Primer” scheduled on February 4. This session provides the specifics about the fiduciary role and responsibilities of nonprofit board members and what it means to be a “best practicing” board. Even experienced board members will gain something from a refresher course and an update on what has changed in the nonprofit world.

5) Get new board members engaged immediately by giving them an assignment. One of the common complaints we hear from board members is that they are bored. Bored??? How is that possible?

Oh, and yes, it’s o.k. to pressure NorthSky to help more. It does motivate us to look for creative solutions to your problems.

Any other suggestions about board recruitment to share?

Thursday, December 10, 2009

Change Takes Time and Other Thoughts on a Snowy Morning

As the holidays approach, the push is on to wrap up projects, close off files, and tie off loose ends. Rush, rush, rush… and then it snows. It really snows! It’s a complication for some folks who are still out there maneuvering through snowy roads and forced to re-schedule essential meetings. For others, it’s a respite providing quiet time to work at home and to catch up. For me, it’s been both. I’ve been out some and in some. A few steps forward, a few steps backward. But ultimately, we have to accept that we just can’t control the weather and we revise our plans, create a new “to do” list, and use a different approach to meet critical goals.

It’s the same with our nonprofits, isn’t it? As much as we try to push through changes and implement critical strategies on an aggressive timeline, it often just doesn’t work out, does it? Our board, our staff, and our constituents need more time to process change and understand the implications. As much as we’ve communicated and educated, they just aren’t there yet. Change management is an area that can be painfully slow and test the patience of the most deliberate, laid back leader.

Some suggestions to consider if you are in the middle of a major organizational change:

1) Involve folks early so they have plenty of time to process the implications and understand the need. Address their questions and information needs. Involve the team in crafting the roll out plan and identifying the “to do” list.
2) Be clear and direct about the reasons behind the change. Folks may not always like the change but if they can understand why, they’ll have an easier time accepting it.
3) Communicate in multiple ways. People absorb information in different ways so tell them verbally, put things in writing, and communicate through using data and illustrative examples.
4) Be prepared to communicate some of the same information over and over.

And take advantage of snowy days when the roads are impassible to catch your breath and fine tune your change management strategy as needed.

Any other suggestions regarding change management?

Thursday, November 19, 2009

Strong Governance Relies on Board Chair/ E.D. Partnership

As the NorthSky team considers strategies for strengthening nonprofit governance, a key success factor has emerged in our thinking: the relationship between the board chair and executive director. During a professional development session this week, the speaker cited Peter Drucker (ahhh... remember him?) and his six characteristics of exceptional nonprofits. Near the top of his list is a strong board chair/executive director relationship. He specifically describes a positive working relationship with trust, adaptability, and flexibility. We’ve certainly seen the wisdom of this play out in our own northern Michigan nonprofits.

Developing an excellent board is an ongoing process. While many organizations are looking for a quick fix (maybe out of immediate need), their efforts may be doomed until they realize the necessity to build and nurture the relationships between the board and E.D./senior staff. As with the complexities of any relationship, it is an investment of time for those involved. That time investment, though most likely competing with other priorities, is essential. I remember seeing a statistic that many executive directors spend 35% of their time working with their board. To me that is a numerical representation of the importance of the relationship. It is fairly representative of the amount of time I've spent as an executive director in past roles. I figured I was at about 30-35%.

While there are competing challenges and priorities, these challenges reinforce the need to have a high-quality relationship between the board and E.D./senior staff. Nonprofits need a board that knows its work, the needs of the organization, has a manageable job and tools to facilitate their work. They should also enjoy the relationship so that their time spent with the organization is a priority both because of their passion for the mission but also because it is enjoyable. It isn't to say that the board doesn't do hard work but it is how they feel about doing the work-its importance, pride, sense of accomplishment, sharing, laughing together, etc.; it's a complex relationship.

Some of the tools that can be helpful include board development plans, board self-assessments, orientations, board manuals, board commitment letters, empowering board leadership and board agendas and continuous reinforcement of the work of the board. None of these individually, or collectively, are the answer but they can be useful in helping the board systematically consider what it's work is, how well it is doing it, what professional development it desires, etc. I've also been thinking about a peer cohort group of board presidents. . . .

Let me know your thoughts.

Debbie McKeon
NorthSky Executive Director

Wednesday, October 28, 2009

The Need of Our Nonprofit Sector for Committed and Competent Volunteers is Greater than Ever


Just a quick scan of the local newspapers, newsletters, and websites, illustrates the urgent need for volunteers of all types by nonprofits throughout northwestern Michigan. Volunteer recruitment, development, and management are key components of nearly every strategic plan that we’ve seen at NorthSky over the past six months.

Successful recruitment and retention of volunteers relies on a nonprofit’s ability to tell its story and define community benefit in a compelling enough way to activate volunteerism. It’s essential to attract and then hold those volunteers through the power of your work and the community’s need for your services. Where to begin?

As boring as it sounds, data collection is the place to start. Documenting the numbers, types, and impact of your volunteer team provides quantifiable proof of your community benefit and the support of the community for your organization. It also helps to excite and motivate your volunteers. So share it!

The first and most basic step, is to capture who your volunteers are-- contact information, age, affiliations, and residency, and begin logging their hours. The average financial value of every hour can be estimated at $20 (per the Volunteer Centers of America) so now you have a financial story to tell your board.

Beyond the basics, begin measuring volunteer satisfaction, conducting exit interviews and using volunteers to provide input on how to improve services and performance. Begin interviewing and collecting testimonials and success stories. No time? Assign a seasoned volunteer to take charge of collecting volunteer logs and to input data into a database. And yes, please, use a database. Almost every fundraising software product has a volunteer module. You'll find cost effective options at http://www.techsoup.org/.

Check out the NorthSky online Resource Center (http://www.northskynonprofitnetwork.org/resource.php)

for an analysis of software options, sample surveys and logs to help launch your data collection.

Friday, September 18, 2009

These last beautiful days of summer

Can we hang onto that carefree summer attitude while achieving everything on that “to do” list?

These last beautiful days of summer are lingering on but for most folks it’s back to busy schedules and to projects that need to quickly move forward this fall. I may have had more trouble picking up my pace after Labor Day except for a very full calendar, too many deadlines and a flood of requests from you. I’ve kicked into hyper speed. You probably have, too!

I hate to lose that more relaxed state of zen that comes with the summer; enjoying simple pleasures such as having time to chat with someone in the hallway or getting home in time to have dinner on the deck with my husband.

How do we retain some of those things we love about the summer?

A few ideas …

  • Keep your walking shoes in the car or office. Walk to a meeting if it’s within walking distance or better yet, have a meeting while you walk. This works best with one-on-one meetings or small groups and I’d recommend bringing along a pocket size notepad to capture key thoughts and agreements. It does get you thinking creatively and can be much more productive. Plus, it’s excellent for team building.
  • Don’t schedule every minute. I’m notorious for filling every minute but the reality is, that just like in school, you need a few minutes between meetings and phone calls. Build time into your schedule to collect your thoughts and to graciously handle folks who pop in to the office.
  • Attend some of the many great workshops and training opportunities throughout the region. Certainly NorthSky has its share but there are all sorts of things being offered. Professional development not only provides you with the time to focus on strategic development and big picture thinking but offers opportunities to network with your colleagues. Sometimes, just being in a new place triggers a solution or a new idea.
What are you doing to maintain some of that carefree summer attitude this fall? Post your suggestions

Enjoy the fine weather!

Pam Evans