Red Flags to Watch For

When I write about nonprofit board governance I usually spend my time addressing current nonprofit leaders – either staff or volunteers. This article is for current leadership, and also for those who are thinking about joining the board of a nonprofit organization. 

I love connecting people to organizations that they care about. But serving on a board has to be about more than a passion for the cause. It’s a commitment that should be taken as seriously as a job. In order to make a good decision for yourself, you need to ask a lot of questions. What follows are questions and topics to dig into, so that you can make a great decision about how you donate your valuable time. 

When people get caught up in an organization that is a mess, they tend to become disenchanted with the whole nonprofit sector. And that’s just not fair. There are so many great agencies, working hard everyday, to make our communities and our world a better place. To make sure you don’t end up disillusioned by this sector, here are some red flags to look for when choosing where to serve:

  • “Nonprofit” is not the business plan
  • Agency lacks focus on the mission
  • People are undervalued
  • Fundraising comes first
  • Lack of board ownership
  • Organizations that don’t know who they are or what they need

Let’s dig into each of these issues and what to look for/ask about.

Nonprofit Business = Business

Despite the confusion caused by the title “nonprofit”, all nonprofit organizations are actual legit businesses. They have to make at least as much money as they spend each year. The term “nonprofit” is a tax designation from the IRS. It’s not a philosophy for how to run a business. 

In fact, many of these organizations generate a surplus. The difference comes in what they do with that money. A nonprofit organization is required to reinvest the surplus back into the organization. This could be in the form of equipment, supplies, salaries, training, facilities, investments, etc. With a for profit business, any surplus goes into someone’s pocket. 

Board members are responsible for the fiscal health of the organization. Before joining any board, ask a lot of questions about the agency’s finances. Even if their financial situation isn’t stellar, does the board have a plan to fix it? Is that the kind of problem-solving work you like to do? Avoid any board that has financial problems that they are refusing to address. 

Benefit the Community

Nonprofit organizations exist to make our world a better place. For profit organizations exist to make money for someone – the owner(s), shareholders, investors, etc. 

Governance volunteers are charged with making decisions that are in the best interest of the constituents served and the agency. This is why board members are volunteers. When money comes into the picture, there’s personal interest that may influence their decision making. Does the agency have a conflict of interest policy? 

Another thing to look for in this area includes ego driven leaders. Agencies with either staff or volunteer leaders who make themselves the center of the work can be extremely toxic. These leaders struggle to keep the focus on the cause. They make decisions based on how they will look/benefit, rather than what is best for the organization and its mission. 

Organization Values Its People

Reputable agencies believe in the importance of fair compensation for their employees. Just because someone works for a cause-driven business, it does not mean that they don’t need a livable wage. Caring about constituents at the expense of employees is a contradiction that should be examined. 

Young organizations sometimes hire or contract part-time staff to manage operations as they grow. This is fine, as long as they are not expecting full-time work on a part-time salary. Additionally, this should be a short-term solution, while the board figures out how to get to the level of staff leadership they need to be successful. 

Strategy Drives Fundraising

So far, I have never encountered a nonprofit that didn’t need money. It’s the nature of the game. Making our world a better place takes money. However, boards that focus on fundraising first are missing the point. Fundraising efforts need to be tied to strategies that have been developed to fulfill the mission. Without connecting those dots, it’s going to be extremely difficult to raise funds. 

Integrity

It is the job of the board to uphold the integrity of the organization. If something doesn’t seem right the board MUST speak up. By asking questions about accountability, generative discussions, and where the power of the organization lies, you’ll get a good idea about the board’s leadership. 

Red flags to listen for include any board that lets the staff totally run the show, unaddressed financial issues, lack of vision held by the board, and board meetings where the volunteers just come for a “sit & get”. 

Websites like Charity Navigator and GuideStar can help you with your research. These sites rate nonprofits based on their IRS compliance and verify good standing. They provide access to Form 990 data, giving you the ability to evaluate an agency’s financial health. These resources can help you decide if an organization is a good fit for you or not. 

Culture, Values, Structure, and Needs

Making a good decision about the kind of agency you want to volunteer with involves knowing yourself. What kind of culture do you want to be part of? What are your values and how do they align with those of the organization? Do you want to be part of building a young organization or will you be more comfortable with all the policies and procedures in place? Do the skills-based-needs of the agency align with your talents? 

Other things to consider include your tolerance for risk, what you want to get out of the experience, your time availability compared to the needs, and how you think you can make a difference. Just like every person is different, every organization is also different. Take the time to make sure you find one that aligns with your wants, needs, values and interests. 

None of this is meant to scare you away from governance work. It’s meant to give you the knowledge to ask good questions, get involved with reputable organizations, and have the impact that you want to have on your community! 

If you are on a board where you see some of these red flags, it doesn’t mean that you should quit and run away. However, you might want to start asking questions and using your influence to help move the agency in a positive direction. 

Every nonprofit is different and has unique needs and challenges. Email me at Kim@Athena-CoCo.com, or schedule a Discovery Call if you would like to discuss ways to advance your Board of Directors and the work of your agency. 

Kim is a mom, lover of being active and the outdoors, and helper of nonprofit leaders.
kim@athena-coco.com 

 

Think of your Board of Directors as an Adult Leadership Program

When I was an Executive Director with the YMCAs, I had Program Directors who ran our programs – things like day camp, youth sports, teen leaders, etc. Other organizations probably have similar roles, people who run programs, services, do case management, etc. A couple of months ago I shared an article on effective board meetings. In it, I talked about how I think of the Board of Directors as an Adult Leadership program that the Executive Director leads. 

Our youth programs would teach kids things like teamwork, sportsmanship, and how to develop healthy relationships. Similarly, our Board of Directors helps adults to develop their presentation and collaboration skills, it teaches them how to problem solve and advocate for things that are important to them, and it gives them a connection to their community that they might not otherwise have. 

When we think about our boards in that light, it shifts how we think about the structure, functions and activities of the board. It also helps us shift from a one-way street to a two-way street. If we just think about the board as being there to serve our organization, it’s a one-way street – what can the organization get out of these people? When we consider our work with the board as a two-way street we start to think about how the work engages and develops the members of the board. 

In planning a youth development program, the director needs to consider these components: 

  • Objectives and Purpose
  • Target Audience
  • Program Structure and Activities 
  • Curriculum and Content
  • Resources and Materials
  • Staff and Volunteers
  • Budget and Funding
  • Outreach and Recruitment
  • Evaluation and Assessment
  • Safety and Risk Management 

Let’s look at each and see how these planning components can apply to running an Adult Leadership program, AKA the Board of Directors. 

  • Objectives and Purpose

    • Clarify what you want the organization to get out of the program AND what you want the participants to come away with. Will they experience skills development, personal growth, community engagement, network building, leadership skills, personal fulfillment, etc? 

  • Target Audience

    • Who and what does your organization need in order to advance the work on the cause? Think about the skills, passion, connections, characteristics, and demographics of the people you want on your board. If the people on your board do not possess the qualities that you need, how can you help them to level-up?

  • Program Structure and Activities 

    • What are you going to have your board members do? It’s not enough to just have them come to board meetings for a sit & get. Incorporate opportunities for every board member to speak and contribute. Think about engagement opportunities outside of board meetings; such as committees, task forces, program observations, community outreach, public appearances, and more. Ideas for engaging your volunteers at a higher level:
      • Provide experiential learning to help grow their knowledge of the cause
      • Give them research projects or reading to do and report back to the larger group
      • Have them interview experts in your industry and share their learnings 
      • Give them the opportunity to conduct mission moment interviews and share the impact the organization is having
      • Delegate the facilitation of a discussion topics to someone other than the board chair
      • Additionally: opening thoughts, timekeepers, and committee reports are all roles that volunteers can step into 

  • Curriculum and Content

    • The content of board work should tie back to the mission and strategies of the organization. By including volunteers in strategic planning and tying those plans back to the month-to-month work of the board, you actively engage your board in advancing the mission. In addition, consider the opportunities you are including for your volunteers to grow. You might include:
      • Formal or informal training on things like: board governance, community initiatives, leadership skills, industry trends, etc. 
      • Board mentoring
      • Presentation opportunities
      • Networking 
      • Mission education and connection

  • Resources and Materials

    • This involves ensuring that your volunteers have the information available to do their job as a board member effectively. That can include an onboarding process, access to historical information, agendas and reading materials distributed in advance, and staff or volunteer support.

  • Staff and Volunteers

    • In order to ensure that the adult leadership program is effective, it requires staff or volunteer monitoring. Often the Executive Director is the leader who ensures that the program runs according to design. A Board Development committee or a Board Governance committee can (and should) help with planning, executing, and evaluating the work of the board. 

  • Budget and Funding

    • Just like with any other program, potential expenses need to be considered. Do you need to rent space for meetings, provide meals or snacks, purchase name tags or shirts, host socials, etc? Meals or other refreshments can serve as a great strategy for bringing people together and providing informal networking. 

  • Outreach and Recruitment

    • I hardly ever talk to a nonprofit leader that doesn’t ask me how they can find and recruit good board members. It’s important to acknowledge the fact that a professional and highly productive board can be one of your best attraction and retention tools. When people are excited about serving on your board and they believe their time is being used valuably, they will want to get others involved. And, the opposite is true. If meetings are unproductive and poorly organized, they can repel prospective board members.

  • Evaluation and Assessment

    • Again, this is often led by the Executive Director, and it is great to enlist the Board Development committee with this process. Good questions for the group to discuss include:
      • How effective was our last meeting?
      • Did we engage all members?
      • Are volunteers actively contributing?
      • What can we do to make the next one better? 
      • Are there any “off-line” conversations that need to happen? 
      • Are we meeting our objectives in regards to adult leadership development? 
      • Are we moving the needle on the work of the board towards our strategic objectives? 

  • Safety and Risk Management 

    • Serving on a board is usually a fairly low risk program in terms of physical safety. Unlike providing swimming or camping programming! To make sure that your volunteers are protected, all agencies should carry Directors & Officers (D&O) insurance. Additionally, ensuring that you create a culture where it is safe for people to step outside their comfort zone is key to helping them grow. No one grows when they do not feel safe. 

There’s no question that our best volunteers are the ones who give their time and energy to our organization out of a passion and desire to give back. And that is still super important. But if we are only thinking about what we can get out of our board members, rather than what we can give them, we are missing an opportunity to further develop the adult leaders we interact with and who care about making our world a better place. 

Every nonprofit is different and has unique needs and challenges. Email me at Kim@Athena-CoCo.com, or schedule a Discovery Call if you would like to discuss your organization’s Adult Leadership Program. 

Kim is a mom, lover of being active and the outdoors, and helper of nonprofit leaders.
kim@athena-coco.com 

 

Board Member Accountability

I’m continuing my little blog project comparing leading a Board of Directors with leading a staff team. I meet so many great nonprofit leaders, who excel at developing and leading their team of employees. Yet they struggle with supporting their board in an effective way. So far I have covered the topics of Creating a Board Culture and “Supervising” Your Board. 

For this article let’s dive into holding your board members accountable. Or more accurately, creating the structure so that your board members can hold one another accountable. 

Board Expectations

Having clear expectations is foundational to holding anyone accountable. When it comes to staff, you establish the expectations through job descriptions, employee handbooks, performance standards and annual goals. Clearly communicating these expectations to your staff team will help set them up for success. 

As I shared in the article on “Supervising” Your Board, and went into more detail in here; creating board expectations establishes the foundation of a structure and culture of accountability. Your board has ByLaws, these define how the board functions and what they are legally obligated to. They also have Duties and Responsibilities, which are the generally accepted nonprofit board standards. The board expectations are more specific to the needs of your unique organization. 

In a perfect situation, board expectations will be developed jointly by the volunteers and the staff. I generally recommend looking at what the agency needs from its governance volunteers in the areas of: 

      • Attendance/Service Commitment
      • Executive Director/Staff Support
      • Community Connections
      • Fiduciary Governance
      • Intellectual Contributions
      • Mission & Outcomes
      • Fundraising & Storytelling

Once you determine the expectations needed to advance the work of the agency, the whole board should have the opportunity to review, debate and finally – to approve them. This piece of the process is powerful as it gives everyone the opporutnity to contribute, and ultimately, to commit to what the agency needs from them. Expectations are different from ByLaws in that they are not legally binding (more on that later) and they are easy to update as the needs of the organization change. 

Once you have clearly established expectations, use them! These should be included in your board recruiting process and/or packet. Being crystal clear up front about what you need from your board members ensures that you don’t end up with volunteers who don’t understand the organization’s needs or what is expected of them. This may eliminate some very attractive prospective board members. However, it’s better to do this in the beginning than to travel down a long frustrating road of unclear expectations and an inability to drive the governance work of the organization. 

Board expectations can be turned into a report card. This is especially useful if your board is working to transition to more accountability and productivity. Tracking attendance, board hours, committee involvement, friend-raising activities, and more will give a quick snapshot of who on the board is meeting expectations, and who is missing the mark. Some boards will even include the report card in the board packet at every meeting, providing for peer accountability. 

Since board expectations are not ByLaws, it is not a set of legal requirements. That said, if someone is not fufilling one or more of the expectations, it doesn’t mean you HAVE to do anything about it. Rather, it can be used to drive discussions around each person’s involvement. If a volunteer is really great at storytelling, inviting new people into the organization, and representing the agency in the community, but they struggle to attend board meetings due to timing; it doesn’t mean they need to be booted off. Tracking and knowing this information allows for the ability to have conversations about specific behaviors. 

I have one last point on board expectations. The Board Governance or Board Development Committee is a great place for this work to land. That committee can create the expectations, process it through the board, and manage the accountability report card. By proactively tracking and reviewing board engagement, this group can quickly address any issues. It also provides a structure for an annual board evaluation. 

Annual Goals + Board Meetings

Creating board expectations is not the only tool for holding board members accountable. Boards that do annual planning or strategic planning will usually come away with action plans and goals. Putting the goals into a tracking document, with assigned accountabilities can be used to monitor progress. Include this document in your board meeting packet and on your agenda. Using the action plan tracking document in combination with regular board meetings is an effective way to monitor progress towards your goals and to hold people accountable. 

To Do List + Board Meetings 

One last process that can be used to create a culture of accountability on your board is a simple “to do” system. This is also executed through the board meeting structure. When a volunteer commits to something, it is added to the “next steps” portion of the meeting agenda. Those “to do” items are reviewed at the end of the meeting and then included on the next meeting’s agenda and the group checks-in on their progress. This does two things:

    1. It creates peer pressure for volunteers to follow-through on their commitments, and
    2. If there are challenges to completing the task, it gives the whole board the opportunity to help problem-solve on how to move forward. 

Holding board members accountable can be a tricky thing. Afterall, they are volunteers; what are you going to do, fire them? Assuming positive intent, most people join boards to help advance the cause and make the world a better place. When they do not perform well as a board member, it’s often because they didn’t understand what was expected of them, or they aren’t being held accountable. 

By leading your board to create a culture of accountability and structures to support that culture, the great thing is – they hold themselves accountable. Unless your organization is very new, the role of having the “accountability conversations” should fall with the volunteers. Sometimes the Board Governance Committee will address issues, and other times the Board Chair needs to step in and drive the conversation. The Execuitve Director should not be put in the difficult position of “discipining” their board members (AKA – their bosses). 

Developing a Board Governance Committee or creating Board Expectations are great strategies for getting the most out of your Board of Directors. If you would like to visit about how to build up your Board of Superheros, email me at Kim@Athena-CoCo.com, or schedule a Discovery Call today. Let’s connect!

Kim is a mom, lover of being active and the outdoors,
and helper of nonprofits and small businesses.
kim@athena-coco.com

Showing Your Volunteers Love

Over the last couple of weeks I’ve been dedicating my newsletter real estate to comparing the skills used in supervising staff with those used for leading a board. I believe there are a lot of similarities and things we can learn from staff leadership and apply to supporting your Board of Directors. To get up to speed and read the first two articles go here and here. 

Continuing in this vein, and acknowledging that it’s Valentine’s Day, I’d like to share some ideas for showing your volunteers how much you love them. Many companies and organizations focus a lot of energy on staff appreciation – which is great! Let’s look at some of those ideas and consider how we can apply them to our Governance Volunteers. 

Some of these ideas can be celebrated during the “month of love”, others you might want to put into an ongoing Appreciation Plan. Knowing that your Board members likely do not want you spending money on them, these ideas are all free or very low cost. A little bit of time and thoughtfulness goes a long way when it comes to showing appreciation. 

Recognition

There are many ways to recognize staff and volunteers. You get the biggest bang for your “buck” when the recognition is specific and genuine. Nothing beats telling someone directly, exactly what they did that is appreciated, and how it helps. 

In nonprofits we often acknowledge that our donors help us to serve our clients. And we are also pretty good about recognizing our staff and program volunteers for their direct service delivery. However, we seldom call out our governance volunteers for their impact on our cause. Consider recognizing the contributions of your board volunteers. This could be in the form of a social media post, bulletin board in your facility, a newsletter article, etc. 

Celebration

I think there’s this crazy idea out there that Boards of Directors are all business. Like they don’t want to celebrate the accomplishments of the organization. Take time out of board work to celebrate milestones, wins, and achievements. Don’t just pause and say “yay us”. Make it a big deal. Bring in balloons, noisemakers, and party favors. And most importantly, connect the dots between the work they do governing the agency, and the outcome you are celebrating. 

Food

I know for a fact that staff who work for nonprofits love food! People come together around food. It gives them something to connect around. If you do not regularly feed your board members at a meeting, consider adding this component once in a while, or on a regular basis. Depending on your timing, this will look different from board to board. Be sure to let everyone know if you are doing something out of the ordinary. If you are providing a meal, or even a dessert for an evening meeting, volunteers might want to plan ahead for that.

Sincere Thank You

Nothing beats a sincere thank you. This could be in the form of an email, written letter or a phone call. It’s tried and true, and it’s always appreciated. If you want to shake things up, consider doing a video message, or creating a JibJab type card to make your volunteers laugh. 

Shake Things Up 

Pick a month and shake things up for your regular board meeting. Maybe take it off site. Bring in a guest speaker. Spend extra time on team building. Switch up the order. 

Don’t do this every month, because then it’s not special. Think of things that will increase engagement, allow for your volunteers to grow personally or professionally, or provide opportunities for greater connections. If you’re thinking about trying something new with your regular meetings, this might be a good way to try it out. 

Social Opportunities 

Your volunteers likely serve your organization to help solve a critical social issue in your community. But there’s nothing that says they can’t build new relationships along the way. Bringing volunteers together to connect in a non-board setting can strengthen their ability to work together. 

People are busy and you’ll never get everyone together. That doesn’t mean that it’s not worth the effort to build deeper relationships with those who are able to make the time. 

Acknowledge Personal Accomplishments/Milestones

Just like your staff, board members have lives outside of your organization. They get married and promoted and have babies and climb mountains and retire. Creating a culture where these things are celebrated is a great way to deepen relationships and spread love. Loop back to the Recognition and Celebration bullets for thoughts on how to acknowledge these things. 

SWAG/Name Tags

Most volunteers do not want an organization spending money on them. So if you do want to give a physical token of your appreciation, it’s a good idea to give it a dual purpose. Give them a shirt to wear that creates awareness for your cause. Provide a name tag so they can be recognized as serving your organization. Acknowledge them in a way that deepens their connection, but also benefits the cause. 

Nominate them for Awards

This requires you to know your volunteers and your community pretty well. Are there folks who should be nominated for citizen of the year? 40 Under 40? For their philanthropic efforts? Or should their company know about the great work they do for your organization? If they own their own business, are there ways to help support their business in a “Best of” campaign? 

Be Silly

Again, serving on a board doesn’t always have to be all business. Adding in a little silliness or light-heartedness can make the difficult work of leading an organization more enjoyable. It also helps to bring out the personalities of your volunteers. 

Consider starting meetings with a kookie question for everyone to answer. When signing important documents, bring pens shaped like french fries. Use clips from movies to set the tone for a discussion. Think “You can’t handle the truth!” from A Few Good Men or “Show Me the Money” from Jerry Maguire. (The use of examples from two different Tom Cruise movies was completely unintentional.) 

While silliness can create a relationship-building culture, be sure to maintain a safe space. Playfulness shouldn’t shift into pranks or sarcasm. The goal is lighthearted fun that breaks down barriers. 

You may be loving these ideas, but the reality is that you don’t feel like you have the time, energy or creativity to pull any of this off. I bet there is someone in your organization who would love this project. Delegate to a staff or volunteer whose love language is Acts of Service. This would be right in their wheelhouse and will likely energize them. You could even have an Appreciation Committee made up of volunteers, staff, or both. Give them clear direction and parameters and set them off to spread love and joy! 

Anytime you want to visit about how to build up your Board of Superheros, email me at Kim@Athena-CoCo.com, or schedule a Discovery Call today. Let’s connect!

Kim Stewart

Kim is a mom, lover of being active and the outdoors,
and helper of nonprofits and small businesses.
kim@athena-coco.com

Culture – It’s Not Just About Your Staff Team

In my years with the YMCA I thought a lot about how to lead my staff team, how to build a healthy culture, communication strategies, accountability, problem solving, and more. I also thought a lot about how to lead and engage my Board of Directors. But I didn’t think much about the crossover between these two functions of leading a nonprofit organization.

In fact, I thought these two areas of my job were very, very different. Now that I have some distance and my thoughts have evolved, I see that there are more similarities than there are differences. I’m going to spend the next few articles looking at the similarities and what we can learn from them. 

I’ve written more than a little about building healthy cultures, leading a team, communication, and more, more, more. Go check those out, if you’re so inclined. 

One of the most important roles of a leader is to create a healthy culture for their team. In the nonprofit sector, we usually think that this means our staff team. Right? A healthy staff culture is crucial to delivering quality services, caring for our constituents, and ensuring our staff are nurtured. Logic would tell us that the same is true for our volunteer teams, and even our governance volunteers. 

Think for a moment about your Board of Directors. How would you describe the culture of your Board team? Are they uber professional? Super laid back? Well connected to one another? Eager to help? Something else? Take a moment to jot down all the words that come to mind when you are thinking about the characteristics of your board. 

Once you can describe the current culture of your board, I’d like for you to think about how that compares to the culture of your staff team and/or the agency as a whole. Are they similar or different? Are the similarities intentional or by happenstance? There is nothing that says they have to be the same or different. 

After you do a little work to define the culture of your board and how it compares to the rest of your organization, a good next step is to decide if what you have is what you want. This project is an excellent way to engage volunteers in defining and creating the board culture that is best for your nonprofit! Your Board Governance or Board Development Committees can dig into everything from the board meeting agenda or room set-up to onboarding and engagement of the volunteers. 

The skills and strategies that create a healthy culture for your staff are pretty much the same for creating a healthy board culture. 

  • Aligning values:

    • If your organization has not gone through the process of clarifying and understanding your values, that’s a great first step! If you have gone through this process, the next step is to consider how they relate to your board. The values for the organization do not have to be exactly the same as the values for your board. They can be the same, similar, or even different. It’s based on the needs of the organization. 
    • For example, an organization that serves children may have a very lighthearted culture among its staff. Perhaps the kids need a positive atmosphere. At the same time the organization may be helping children escape really horrible situations. In that case the board likely has some very serious topics to discuss. The culture of the organization may be light and fun, while the culture of the board could be serious and more stoic.

  • Decide the culture is important

    • The main ingredient in any healthy culture is to be thoughtful about the experience of those involved. By simply being intentional about the type of culture you want – you’re taking a huge step towards creating a great experience for your Board team. 
    • A healthy culture requires that the organization and its leaders decide that the culture is a priority. You cannot create a positive culture without first deciding that it matters. When it comes to culture, the biggest problem I see is that leaders ignore the importance of being intentional about this piece of their organization.

  • It starts at the top

    • When it comes to the staff culture, the Executive Director or CEO sets the tone. They define the values and decide that the culture is important. However, with the Board of Directors, it’s not just about the Exec, it’s a combination of the Exec and the Board President. Between the two of them they drive the culture. The Exec connects it to the operations of the organization, and the Board President is the one who sets the tone for the governance volunteers. 

  • Listening and Caring

    • Creating a culture involves listening to what is going on with the members of the board. And not just listening, but also genuinely caring about how the volunteers are feeling and what their experience is like. This is how you keep your finger on the pulse of what is going on. 

  • Communications 

    • Circling back to #1, once you have established your values, you should talk about them. All. The. Time. Talk about what they mean to the board as a team. Use them when making decisions. Include them in opening thoughts, plan them into board meeting agendas, and use the language as you work to create the culture you want and need. 

As mentioned earlier, a Board Development or Board Governance Committee is an excellent group to tackle this project. Their role is to ensure healthy board dynamics. If you do not currently have a committee focused on the growth, direction and health of your Board of Directors, consider starting one and making this their first initiative. You could even start it out as a task force, with growth into a full committee coming next. 

Would you like help evaluating the culture of your Board of Directors? Or, do you want to start a Board Development Committee of your own? Let’s visit! Email me at Kim@Athena-CoCo.com, or schedule a Discovery Call today. Let’s connect!

Kim is a mom, lover of being active and the outdoors,
and helper of nonprofits and small businesses.
kim@athena-coco.com

What is the Right Culture for YOU?

Culture is a word that is thrown around a lot. Many people use it to describe work environments, businesses and organizations. Most people probably have a vague idea of what it means, but not necessarily a concrete idea about how you impact culture. 

In the past I have written articles on culture, which you can find here and here. Both of these are good, if I do say so myself. Today’s article is on the same topic, but I want to shift the focus just a little. Today we will look into how to create the right culture for your business. 

Not all cultures are created equally. They are not one size fits all. When people talk about a company having a good culture or a bad culture, what are they really saying? Simplified, if a culture matches your values and beliefs, you probably describe it as a “good culture.” Conversely, if they don’t align, you likely consider it a “bad culture”. The tricky thing is, everyone’s beliefs and values are different. 

This begs the question – how do you create a culture to fit everyone. And the answer is – you don’t. You create a culture that is right for your company. Then the culture attracts the kind of people who have values and beliefs that align with you and your business. Before we jump into creating a culture that is right for your business, let’s touch on what happens when you don’t work at your culture. 

It Is What It Is

If you do not intentionally create a culture, it doesn’t mean that you don’t have one. Rather, one evolves – unchecked. In this case, the values that emerge often come from the squeakiest wheel or the biggest personality. And that’s not always good. In fact, this is often how toxic, misogynist, and racist cultures come about. 

Without the clarity of company values – which are actively discussed and referenced – one person can start a culture where telling off-color jokes is the norm. Or a culture where the default mode is to complain about everything. Or one where backstabbing and gossip take over. Almost certainly, none of these are the values you want your company to be known for. But if these traits are emerging, it’s a guarantee that people both inside and outside the business describe your culture negatively. 

How To Get the RIGHT Culture

There are a lot of well-known and broadly studied cultures out there: 

  • Zappos is known for being weird, happy, and fun
  • Southwest Airlines employees are silly and empowered
  • Twitter staff are hardworking, smart, and passionate 
  • Google attracts the best of the best with tons of perks and benefits

What all these companies have in common is that they have taken the time to figure out what they value and how they want to be perceived. Then they keep these values and their identity alive. 

What Do You Value? 

There are several ways to determine your values. Everything from multi-day, facilitated leadership retreats to sitting in a coffee shop with a notepad. It’s up to you to determine the right method for your business. 

I’ll share one activity that leaders often find helpful. Think of the employee in your company who represents the image you want people to have when they think of you. List out all of the characteristics that make that person a great employee. Write down everything you can think of. Then add anything else you wish that person possessed. As you review this list, you will start to formulate an idea about what you value. 

Empowered with this description, start to write words or phrases that you would like your company to be known for. Between 3 and 7 is a good list. Take time to connect a statement or story to each value. Your culture should be starting to emerge. Don’t feel like you need to do this all in one sitting. Record your ideas, then let them percolate for a while. Come back to them and see if they still resonate, or if you want to add to or change them. 

One Size Does Not Fit All

This was stated earlier, but it’s worth repeating. Zappos, Southwest, Twitter and Google all sound like fun, cool places to work. If fun and cool is important to your brand, great! Go in that direction. However, many brands need to be taken very seriously. For others safety might be the most important thing they are known for. And others need to have a reputation of efficiency. Those values might not be as sexy as “fun” and “cool,” but they are just right for certain brands. 

Never Stop Talking About Them

Once you have clear values that are just right for your business, they need to be ubiquitous. They should be used in recruiting and hiring. They should be present in decision making and staff meetings. Your values should be posted throughout your facility and included in many, if not all, communications. 

It’s the talking about them that makes them real. Unless you want your values to be a “flavor of the month” initiative, you need to bring them to life. As the leader, you will want to memorize your values, and have several stories and antidotes demonstrating them. Celebrate values in action. Reward the behaviors you want to see. Own your culture by knowing who you are as a company. Be true to your values. And tell everyone about them. This is what will shape your culture.

While this process is simple, it’s not easy. If you are interested in working on creating a culture you are proud of, email me at Kim@Athena-CoCo.com. Let’s connect!

Kim Stewart

Kim is a mom, lover of being active and the outdoors,
and helper of nonprofits and small businesses.
kim@athena-coco.com

How to Be a Superhero

Last month I wrote an article on How Nonprofits Will Save the World. It talked about the impact of nonprofit organizations on our community, and the value of bringing people together to address our communities’ most critical social needs. 

If you know anything about nonprofit organizations, you already know that they never have enough time, money or people. After all, saving the world is a 24/7/365 job! One thing all nonprofit organizations have in common is that they could use more Superheroes. Fortunately, anyone can be a Superhero! This article will share the four ways that everyday citizens can transform into real life Superheroes. 

How to Be A Superhero

There are four general categories that define how you can serve your favorite nonprofit organization:

  1. Donate
  2. Serve as a Program Volunteer
  3. Become a Board Volunteer
  4. Participate & Advocate
Donate

If you care about the work of an organization, making a financial donation is probably the easiest thing you can do. It requires very little time, and every organization already has plans for what they can do with your donation. Even small donations can have a significant impact. 

Some organizations take donations of food or supplies. These efforts are great for engaging donors, and a good way to connect children to philanthropy. If you go that route, I’d like to suggest that you also consider a cash donation. Because of their supply chains and partnerships, a food pantry can stretch your dollar much farther than you can. In the hands of a food pantry, a $1 donation can feed approximately 10 people. 

Additionally, I’d like to recommend that you avoid making a donation that will create more work for the agency. For example, some organizations collect donated cars, then auction them off for the proceeds. That’s a cool fundraiser, if the agency is set up for those transactions. If they are not, your donated car creates a lot of work for staff who are already stretched thin. 

The best way to know what an agency needs most is to check their website or to ask. Clothing closets still need clothes and animal shelters need old blankets. I’m not trying to dissuade you from giving in-kind donations. However, I want to emphasize that cash is king and what agencies need most. 

The last point that I would like to make here is to encourage you to do your research. Especially if you are considering a larger contribution. Resources for understanding an agency’s transparency and rating compared to other organizations include: Charity Navigator and GuideStar and the BBB’s Give.org. 

Serve as a Program Volunteer

I like to divide nonprofit volunteer work into two categories: Program Volunteers and Board Volunteers (these can also be called Policy Volunteers or Governance Volunteers). In this section we’ll go over different ways to serve as a Program Volunteer. The next section will cover Board Volunteers.

A Program Volunteer is generally someone who performs tasks for an agency. This could be just about anything! Here’s a short list of jobs I have seen organizations employ volunteers for: 

    • Scout Leader
    • Youth Sports Coach
    • Food Pantry Processing
    • Welcome Desk Attendant
    • Nursery Baby Rocker or Book Reader
    • Blanket Maker for Chemo Patients
    • Event Assistant – water stations at races, check-in tables, providing direction for participants, welcoming, logistics, distributing supplies, etc.
    • Fundraiser
    • Tour Guide
    • Classroom Assistant
    • Animal Companion 
    • Office Support
    • Instructor
    • Cleaner
    • Carpenter
    • And much, much more!

This one is pretty easy to understand. If you have a skill you want to share or some time you would like to give, it’s just a matter of finding an organizational match. Agencies sometimes have their volunteer positions listed on their websites or on a jobs board. However, oftentimes they haven’t even thought of all the ways they could use volunteers. If you see a way that you could contribute or an unmet need, reach out and present your idea. Just make sure that your proposed idea doesn’t create more work for the staff. 

Become a Board Volunteer

Board Volunteers are the fiduciary agents for a nonprofit organization. A Board represents the community or the constituents that the organization is committed to serving. Board members are responsible for ensuring that the organization delivers upon its mission, while at the same time making sure it is a responsibly and ethically managed business. 

Board Volunteers differ from Program Volunteers in that they are thought leaders, rather than task leaders. When you are invited onto a Board, the organization is looking to you for your insights, opinions, and expertise. Board roles generally fall into these categories:

    • Mission & Purpose
    • Organizational Planning
    • Select Exec/CEO
    • Exec Support/Evaluation
    • Program/Service Outcomes
    • Adequate Resources
    • Financial Oversight
    • Ethical/Legal Integrity
    • Set Policy
    • Board Development
    • Community Conduit 

This is a lot. Rather than going into detail about each of these roles here, I’ll save that for a future article. 

If you are interested in serving on a Board, reach out to the Executive Director/CEO or the Board Chair. They likely have a process for recruiting and vetting their volunteers. You can also check out local resources, like Colorado Nonprofit Association or your local Library to find agencies looking for Board Members. 

Participate & Advocate

Last, but not least – you can support your local nonprofit organizations through participation and advocation. If they have a special event to raise money – sign-up. Tell your friends. And don’t just tell them “Hey, I’m doing this fun event, join me.” Tell them what organization the event is supporting, and the impact their work has on the community. 

The very best way to spread the word about the amazing work of a nonprofit organization is through word-of-mouth. Real people in the community, telling other real people carries more weight than any paid advertising. If you’ve been a beneficiary of an agency’s services, event better! Tell people. Your testimonial is not only great for PR, but it helps reduce stigma around these critical social issues. 

Your genuine, first-person words of support can benefit an agency in so many ways. Leave a google or yelp review. Videotape a testimonial. Offer to speak at a Board meeting or other event advocating for the organization. Spread the word, it truly helps. 

During the month of November I will be highlighting several nonprofit organizations. If one piques your interest, I hope this information helps you consider ways that you can step up and be a Superhero for them. 

Want to learn more about how you can have a lasting impact on your community? Email me at kim@athena-coco.com to connect for a free 30-minute discovery call. In order to save the world, nonprofits need superheroes like you to help them have the kind of impact they exist to deliver. 

Kim is a mom, wife, lover of being active and the outdoors,
and helper of small businesses and nonprofits.
kim@athena-coco.com

The Great Resignation and What to Do About It

It’s safe to say that businesses that employ staff are struggling right now. There are exceptions, but this is a very clear trend in staffing right now. The easy answer, that many like to point to, is the extra unemployment benefits that have been provided during the pandemic. I’ve heard it said that these benefits have made people lazy, and that they just don’t want to work. I think there’s a whole lot more to it. 

What I believe the extra benefits have done is give people options. Those who used to feel stuck in jobs they didn’t like, have had the opportunity to look for jobs with more money, more flexibility, and more happiness. They are starting businesses, going back to school, or using the financial cushion to find a job that aligns with their passions and values. 

Employees leaving jobs to pursue something new implies a few things:

  • They don’t believe their time is valued by their employer
  • They don’t feel fulfilled by their job
  • Their needs for flexibility and work-life balance are not being considered 
  • They are not happy

Recently I read a report on this very topic (shared with me from my fabulous friend and Coach Beth, Unlimited Potential). What I found most interesting is the connection between people leaving and manager burnout. It turns out, people who are stressed, overextended, and depleted, don’t make great staff leaders. 

In addition, many companies overlook training managers to be supervisors. Often new leaders are elevated to their position because they were good at their previous role. So now they will supervise others doing that job. What a tricky position to be placed in! Especially if the new supervisor has never experienced quality supervision themselves. 

When these two factors are combined it becomes pretty clear why people are leaving their jobs. And it makes it even more important for business leaders to be proactive about taking care of their people.

Right now, the struggling companies are searching for a quick fix to their staff shortage. Some are finding success with things like hiring bonuses and referral rewards. However, I don’t think these will fix the problem long term. In order to do that, leaders need to acknowledge the HUMAN in Human Resources. 

This means acknowledging the following and using it to drive decisions and policies:

  • Staff want to be respected and valued
  • Supervisors need to be trained on how to lead people
  • Employees at all levels should be able to find work-life balance
  • It starts at the top

Respect & Value

Showing your staff that you respect them and value them is a baseline for retaining them. Different positions in a company will be paid different amounts based on the level of responsibility, expectations, and the experience and expertise needed. That doesn’t necessarily make the people at the top of the organizational chart more important than those further down. In fact, businesses who lift up their front line staff for the valuable work they do interacting with customers, experience better retention. “Lifting up” means paying a respectable wage, valuing ideas and input, treating them with dignity, and actively seeking ways to make their jobs better. 

Train Your Supervisors

Some people are naturally gifted at leading others, but even those folks need guidance. Supervisors need to know company expectations regarding how to treat staff, boundaries, communication, and more. I believe the middle manager is often the most important role in a business. They are often young leaders rising through the ranks, and they usually supervise front-line staff who are representing your company to the customer and the world. Great supervisors will grow their staff and develop dynamic teams. 

Work-Life Balance

As presented in the report mentioned above, burnout can play a key role in employee attrition. Burnout is usually the result of a person feeling like they have more to do than they could ever get to, even if they worked 24/7. It is often exasperated by a lack of support. A Work-Life Balance culture is one that ensures:

      • Jobs are “right-sized” – roles are evaluated regularly to ensure the expectations are reasonable for one person to manage effectively. 
      • Staff are in the “right seats” – people are well matched with jobs that utilize their skills and knowledge. 
      • Balance is encouraged – employees know their health, well-being, family, and social life is important to the organization. 
      • Employee health is a discussion topic – leadership is interested in how employees are doing, but individually and as a team.

Leadership Sets the Tone

Companies wanting to improve staff retention by improving culture need to start at the top. Words are hollow if the leadership of an organization doesn’t follow suit. Those at the top can do more to retain staff than any policy or statement they could make. They do this by talking to staff at all levels to learn, grow and improve the company. They do it by role modeling, taking time for themselves and their families. And they do it by investing in their staff on a regular and ongoing basis. 

A while back I wrote about Self-Care for Leaders. This is a good place to start. However, if staff attrition and manager burnout is a chronic problem, it’s time for an intervention. Taking a good look at culture and supervisor training will not provide the quick fix some may need. But it will help create a long-term strategy for the kind of environment where everyone wants to work. 

Need help with creating an environment where everyone wants to work? Email me at kim@athena-coco.com to schedule a free 30-minute discovery call to look at how improving your culture and training your supervisors can help your business grow and thrive!

Kim Stewart

Kim is a mom, wife, lover of being active and the outdoors,
and helper of small businesses and nonprofits.
kim@athena-coco.com

Communication Conduits

As I mentioned in last week’s article – communication is hard. Unclear communication obviously leads to misunderstandings. Unfortunately, it can also lead to hurt feelings, confusion, mistrust, and a loss of productivity. 

Two major communication pitfalls include: 

  1. The barriers to effective communication. 
  2. The components that make up an effective communication system. 

Last week I dove into the many ways that communication can break down due to internal and external barriers. You can think of this as the quality of the conversations that are happening. In this article we’ll look at structures that can be put into place to improve communication. This can be thought of as the quantity of communication occurring.

On a weekly basis I hear leaders and employees complain about the lack of communication in their company. This is almost always referring to internal communications between staff. Often this is not because of a lack of commitment to quality, intentional conversations. Rather, it’s because everyone is so busy, making it difficult to remember, or take the time to have those conversations. Once you are in a place where quality conversations are taking place, it’s equally important to establish conduits for regular and effective communication. 

Each business needs to decide who needs to know what information. That will be different for every single company based on the size, sensitivity of the information, culture, and more. This article couldn’t possibly explore all of the different scenarios for communication systems. Instead, I’m going to share some best practices that apply to most organizations. 

  • Direct Report Meetings

    On a regular basis, every staff person in a company should have conversations with the person they report to. This should be dedicated time where the supervisor listens, coaches, gives instruction, provides direction, and develops the relationship. 

Frequency varies based on the employee’s role, their experience, and their personal need for support. This is not a one-size-fits-all. I have had staff in similar positions, but very different meeting frequency. Some staff have a high need to process ideas or receive positive affirmations. Others like to be given marching orders and check-in when they come to a challenge. 

  • Regular, Effective Staff Meetings

    Most people hate staff meetings. This is usually because they are ineffective and a waste of time. Yet, this can be such an efficient tool for communication and driving work. If your staff meetings are a source of dread and frustration (or if you just want to make them the best use of time possible), check out this article. 

I want to be clear, a staff meeting should NOT be a time where everyone sits around and tells what they are working on. That isn’t what I mean by communication. Rather, all staff meetings should include a well structured agenda with components designed to provide appropriate communication.

  • Cascading Message

    Including this component in all meetings ensures that important messages and decisions are shared with the appropriate people. This practice can save a great deal of staff time. By using it consistently, you may reduce the number of people who need to attend each meeting. 

Dedicate a few minutes at the end of each meeting to determine what needs to be shared beyond the meeting attendees and who will deliver those messages. If necessary you can create a follow-up on those action steps in the next week’s agenda.  

  • State of the Company

    On a regular basis, company leaders should communicate to the whole organization about how business is going. A minimum of once a year is acceptable, quarterly is better. The entire staff team should know the current priorities and the progress being made. This is also a great opportunity to celebrate, recognize, educate, and build relationships.

  • A Two Way Street

    Quality communication includes gathering feedback from employees. While this can be built into Direct Report meetings and Staff Meetings, it’s a good practice to collect anonymous input as well. This is the best way to learn what staff are really thinking. Hopefully it goes without saying, feedback should not be collected if leadership is not going to address any concerns revealed. Collecting input and ignoring it is worse than not collecting it at all. 

Again, the above practices might not all apply to your company. But when it comes to communication, I always recommend implementing more, rather than less. You can always eliminate practices that are not effective or change things up down the road. 

While I’m on the subject of communication, I want to share a few practices for controlling email communication. Anyone who has email knows that it can completely consume your time and mental energy if you let it. The average employee spends just over 3 hours a day on email, and about two thirds of them are irrelevant! Multiply that by the number of employees in a business, and most leaders will be pretty motivated to make sure that the time spent on email is effective and efficient. 

  • Email Rules

    Critical conversations should not take place over email. Nor should sensitive information or important messages. Email is best for relaying facts, setting-up logistics, or sending out mass communications, like newsletters. A rule might be something like “Any email over 3 sentences needs to be switched to a live conversation.”

Leadership is responsible for creating an expectation for how email is used throughout a company. Telling people how to use email might seem petty. However, without established expectations, people will create their own norms. 

  • Email Coding

    Consider using a coding system for all internal emails. For example, the subject line might start with URGENT, THIS WEEK, FYI, or NO RUSH – letting the reader know how quickly they need to review the materials. With everyone using a similar system staff are better able to prioritize their time. 

  • Email Best Practices

    Here are a few more ideas on how to corral the email beast:

    • Train staff to be very selective when using cc:, bcc:, and reply all.
    • Discourage the drive towards a zero-inbox.
    • Provide staff with training on the lesser-known tools your email system provides. Things like automations, templates, folders, tags, etc. can save time and reduce busy work. 

Once communications systems are put in place, it’s important to monitor them. Otherwise, well thought out systems can deteriorate into annoying tasks. The intentionality of the structures put in place needs to be held high and team members need to be reminded of the purpose behind the process. 

Any business with more than a few people can improve their operations by focusing on communication. Quality communication involves clearly relaying messages back and forth. Creating systems for the appropriate quantity of conversations ensures the necessary communication has a platform. I believe any company that focuses on communication quality and quantity, will go far. 

Need help with creating a communication structure that works for your company? Email me at kim@athena-coco.com to schedule a free 30-minute discovery call to find opportunities for growth through improving communications. 

Kim Stewart

Kim is a mom, wife, lover of being active and the outdoors,
and helper of small businesses and nonprofits.
kim@athena-coco.com

 

The Problems with Communication

Communication problems

Communication is hard. A large majority of problems are created from a breakdown in communication. And communication is at the root of many, many organizational challenges including stress, strained relationships, low morale, frustrated staff and clients, and more. 

As I see it, there are two major communication pitfalls. I’m going to discuss the first one in this article and you can read about the second one next week. These are:

  1. Barriers that get in the way of sending and receiving messages
  2. Lacking the components of an effective communication system

First up – barriers. In every conversation there are Speakers and there are Listeners. Someone has something they want or need to share. Someone else may or may not want or need to hear the message. For the sake of simplification, this article is going to focus on two person communication; however, the concepts extrapolate out for larger conversations. 

In a two person conversation, where one person speaks while the other listens, there are 3 opportunities for the intended message to become jumbled. 

  1. What is articulated:

    The Speaker has thoughts or ideas in their head, and they want to share them with the Listener. When they go to share their thoughts, what they are thinking might not be what actually comes out of their mouth. Some of the reasons this happens could be: 

    • They may lack the words to articulate the ideas
    • The Speaker might mis-speak
    • If stressed, they may become confused or flustered and have trouble putting their ideas into words
    • Body language that is inconsistent with the verbal message being sent causes confusion and misunderstanding 
    • An accent, language barrier, or speech impediment might make words hard to understand
  2. What is heard:
     Even if listening intently, the Listener may not receive the message correctly. The game telephone is a great example of this. In the game, the barrier is the fact that players are whispering. In regular conversations barriers might include:

    • Surrounding noises
    • Distractions – both mental or exterior
    • Volume or hearing problems
    • If the conversation is taking place over the phone or via Zoom, there might be technical difficulties
  3. Listener’s interpretation:
     Even when the Speaker articulates their thoughts accurately and the message can be easily heard, there are still opportunities for the Listener to receive the wrong message. Some of the reasons a Listener might not receive the intended message include: 
    • They might not know some of the words being used
    • Words mean different things
    • Personal biases may prevent the Listener from accepting what they are hearing
    • If they are not mentally prepared to accept the message they might hear what they want to hear
    • The Listener’s mind might wander or they don’t give the Speaker their full attention and therefore not receiving the entire message

Now, if the Listener switches into Speaker mode with inaccurate information, this cycle of miscommunication continues to grow and become more complicated.

As you can see, in the delivering and receiving of messages, there are so many opportunities for errors. Assuming that we communicate with the intent of being understood, it’s important to close the communication loop holes.  Here are some simple techniques that can help do just that. 

  • Send a Clear Message

    When in the Speaker role, give thought to the message you are sending. Think through the best way to state it. If it doesn’t come out right, try again. Once your message is delivered, ask questions to gauge understanding. 

  • Find a Quiet Place

    Especially for important conversations, make sure you are in a space that is appropriately private, has good sound quality, and minimizes distractions.

  • Reflections

    As a Listener, reflecting back what you have just heard can be a valuable communication tool. Reflecting is not “parroting” exactly what was said. Rather it involves sharing what you understand the Speaker to mean. If you understand correctly, the Speaker feels heard and valued. If you get it wrong, it gives the Speaker the opportunity to clarify their message. 

  • Seek to Understand

    Again, as a Listener, ask follow-up questions. Work to understand their point of view. If a message comes across that puts you on the defensive, feels rude or attacking, or has a negative slant  – ask more questions before jumping to conclusions. When conflict arises, it can often be tied to miscommunication.  

Ensuring messages are sent and received accurately is key to quality communication. If your company has more than a few people, ensuring quality communication is key to smooth operations. On a weekly basis I hear leaders and employees complain about the lack of communication in their company. That is what I’ll tackle in next week’s article. 

Need help with improving internal communication? Email me at kim@athena-coco.com to schedule a free 30-minute discovery call to find opportunities for growth through improving communications. 

Kim Stewart

Kim is a mom, wife, lover of being active and the outdoors,
and helper of small businesses and nonprofits.
kim@athena-coco.com