Launching an Executive Director Evaluation Process

When I thought about this topic for an article, I was thinking it would be geared towards younger, newer organizations. That was until I recently spoke with the Board Chair of a nonprofit that has been around for 16-years. They still do not have a system in place for providing feedback to their Executive Director, or helping to ensure that the Exec’s work aligns with the goals and strategies of the agency. 

With that, this article is for any organization that does not have an executive evaluation system in place, or whose system isn’t really working for them. You may be wondering why a business would not have a system in place for evaluating their highest staff leader. The biggest reason I see occurs when the founder of the organization is the Executive Director. The board often does not know their role with providing feedback for them. It can also be hard and sometimes awkward to get started. 

Technically, the Board of Directors of a nonprofit organization supervises the Executive Director. However, the unique structure of nonprofits means that the Board and the ED have to work closely in partnership to effectively lead the organization. The challenge can come from the need to maintain a collaborative relationship, while also providing the leadership, guidance and growth opportunities of a supervisor. My recommendation is always to start this process in the same way that you lead the organization, as a shared project. 

Depending on the size of the organization and the number of employees, there may already be a system in place that the Exec has established for evaluating staff. If so, this is a great place to start. I don’t mean that the board should just take the tools that the staff is using, and apply them to the ED. What I mean is, if there is already an evaluation cycle or timeline, look at how to roll into it. Look at the tools that are being used to see if any of them make sense for your task. Get an idea of how the current process looks and feels. 

If no process exists, or the board doesn’t really like the one that is there, it actually gives you a lot more freedom. Here are some questions to think about as you start planning: 

  • What is the culture of the organization and how should it inform the evaluation process?

Is the organization formal and serious? Playful and fun? Relaxed yet determined? All processes and procedures should link back to the values and the brand of your organization. That’s not to say that if you have a playful culture you do not take the process seriously. Supporting your ED is important work. But your system may be relaxed and conversational. 

  • How should the timing look?

Many organizations tie the executive evaluation to their fiscal year or the calendar year. Since you may be starting from scratch, it’s worth evaluating the best time of year to conduct the evaluation process. The end of the fiscal year can be a very busy time for nonprofit professionals. They may be wrapping up fundraising efforts, creating plans and budgets for the coming year, and measuring the impact of the work for the past year. If the fiscal year lands at the end of the calendar year, there are all the additional commitments that come with the holidays. Consider holding annual evaluations during a slower time of year, so it’s not one more thing for staff to commit to. 

  • Who should be involved?

This depends on the size of your board. If you have a board of three people, it may make sense for one person on the board to conduct the whole thing. If you have a larger board, the Human Resources committee should drive this process or an ad-hoc task force. Ideally, more than one person provides input about what will be shared with the Exec. Additionally, the meeting should be conducted with at least two representatives from the board. This communicates that the feedback is coming from a united front. At the same time, it’s not a huge group making the ED feel ganged up on. 

  • What are the preferred outcomes? 

Conducting an executive evaluation is not just about checking something off a list. It’s about deepening relationships, providing opportunities for growth and improvement, advancing the work of the organization, and respecting the staff leader of the nonprofit. Going into the process with this mindset ensures a positive outcome. 

Once you think through these questions for your organization, you come to the matter of starting the process. Often boards struggle here because they have not put any measurements or expectations in place. It begs the question – how do you evaluate someone when you haven’t really outlined their expectations? That’s a fair question. My recommendation is two-fold: 

  1. Start out as a two-way conversation, and
  2. Base the conversation on generally accepted executive competencies. 

Rather than going into the meeting with measurements and clearly defined deliverables, approach it as a conversation. Granted, it should be a conversation that both parties are well prepared for; however, it should be a transparent discussion. Acknowledge the fact that the agency has not had a system in place for evaluating the ED. Note that getting started is difficult, and you’re more focused on getting it implemented than ensuring a perfect process from the start. Share plans for improving it in the future. 

Base the conversation on general expectations of nonprofit staff leaders. This includes things like: 

  • Operational effectiveness
  • Team leadership
  • Community presence
  • Fundraising
  • Administration & Human Resources
  • Financial sustainability
  • Mission impact
  • Board of Directors leadership 

The unique needs of your organization may lead you to add something different or remove some of these categories. This isn’t an exact list, just a good place to start. Come to an agreement with the Executive Director on what items are relevant to their role. Both parties should take some time to think through the Exec’s performance in each category, documenting their thoughts. Then, for that first evaluation, it should really be a discussion where both parties compare notes and talk about any discrepancies. Document how the conversation goes, any action steps to be taken, and start planning for next year. 

As you prepare for the future, think about how this process went. What were the positives and what should be improved. Consider any concrete measurements that should be put in place for the coming year. Be sure to tie measurements to the big picture and strategies. Then communicate them to the ED right away, so they know what they will be evaluated on the following year. 

The last point that I would like to make on implementing an executive evaluation is to keep the conversation high level. If the ED made a mistake 6-months ago, it should have been addressed at that time. Did they learned and grew from the experience? Then there is no need to include it in the year end evaluation. If anything, they have shown that they are coachable and growth minded. The evaluation is an opportunity to look big picture at the effectiveness of the Executive Director and their role in advancing the mission of the organization. 

A journey of a thousand miles starts with the first step. Initiating an executive evaluation process is an important first step in ensuring effective leadership and organizational success. Approaching the task with the mindset of having a conversation, rather than needing to have a formal process can help to get the ball rolling. By establishing a framework for comprehensive discussions, feedback and support, boards can foster a culture of continuous improvement and promote the long-term sustainability of their organization. 

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 how to get the executive evaluation process started for your organization. 

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

 

Self-Advocacy is Self-Care

Recently a friend mentioned that she has been hearing from several people seeking advice on their jobs. Specifically, women are asking things like:

  • Are they being paid what they’re worth?
  • How should they ask for more money?
  • Is their title appropriate for the work they are doing?
  • How to ask for support when not being given the resources to do their job effectively?
  • Should they negotiate? How? 

This conversation got me thinking about self-advocacy as a component of self-care. While self-care is an extremely fast growing industry, only 32% of women and 39% of men report making time for it.

Self-care is defined as: 

The practice of taking an active role in protecting one’s own well-being and happiness, 

in particular during periods of stress.

Most people think of self-care as taking bubble baths with scented candles while sipping green tea. That is definitely nice and one way to pamper yourself. Today I want to talk more about protecting one’s happiness during periods of stress. 

Self-Advocacy can be defined as: 

The action of representing oneself or one’s views or interests.

Whether at home or work, if we’re not representing ourselves and our best interests, we are likely compromising our well-being and happiness. Not asking for (or insisting upon) what we need for our well-being or happiness is going to create stress. When we think about self-advocacy as a form of self-care, we see the importance of advocating for ourselves. 

The Great Resignation

We are in the midst of what has been called the Great Resignation. Employees throughout the country have become fed-up with their current situations. Whether it’s their pay, the culture, or they have visions of something more for their career, people are leaving the workforce at a tremendous rate. Employers are struggling. Businesses are being forced to reduce their hours, limit their services, or compromise the quality of services or products they deliver. Everyone is hiring and struggling to find the staff they need to run their business. 

As a result of the Great Resignation, employees are in a very good position. Employers do not want to lose the quality staff they have. While they may have previously been closed-minded when it comes to accommodating their employees, supervisors (who want to keep staff) are listening and compromising. 

When, Why and How

When it comes to advocating for ourselves, it’s worth considering these three questions – When does it make sense? Why is it a good idea? And how do we do it? Let’s walk through each of them.

When: Generally speaking, there are a few conditions that should exist before you start pushing for more in your job. These may not be true 100% of the time, but when they are you will have a better chance at success. 

  • You’ve been in your position for six months or longer. If you have not had the opportunity to prove your value, it might not be the best time to ask for more. Leaders who have a traditional mindset may look negatively upon those who expect more when they haven’t really “cut their teeth”. Those who have been doing quality, results-driven work for a while will be in a better position to negotiate. 
  • You’re delivering quality work that is respected. Employees who are struggling to meet expectations or manage their workload, need to focus on improving their quality of work before they start negotiating for more. Staff whose work is recognized and driving the business towards their goals are in a good position to advocate for themselves. 
  • You are providing skills or services that are valuable to the business. If the company could get along without your position, you’re not in a great negotiating position. In fact, in this situation, you may want to consider taking on more responsibilities. Seek out ways to make yourself indispensable. 
  • BONUS ~ You are willing, and able, to walk away if you do not get the response you are hoping for. This situation gives the employee all the power. Knowing you could easily find another job, or survive without one for a while, helps you become extremely confident. Confidence is a great tool when self-advocating. This is your ideal situation. 

Before asking for things like more money, additional flexibility, or position advancement, make sure the conditions are right. Otherwise you run the risk of appearing as if you are disconnected from reality. 

Why: When conditions are right, there are many reasons to advocate for yourself. We usually think of pay, position, or titles, but there are several reasons to start a conversation representing your views or interests. 

  • Speak-up for yourself – Now is a good time to start speaking up if you haven’t been. Share your ideas and push to be heard. Bring up the challenges that make it difficult for you to be productive and effective. Find your voice!
  • Gain access to information – It is also a great time to push for additional transparency. Having access to the right information can make a big difference in your ability to do your job well. Transparency empowers employees to be better advocates for the company, and strengthens their commitment. Ask lots of curious questions and push to expand your understanding. 
  • Gain additional support – Good employees often find their workload expanding. As they produce quality work and as other staff leave, more and more may be allocated to the ones who stay. This can provide the opportunity to demonstrate your skills and your commitment to being a team player and advancing the company. However, there comes a time when you cannot take on more or where you are being taken advantage of. Consider requesting additional staff, technology or outsourced services to help you manage your workload. 
  • Asking for help – There may be any number of things that could make your job more manageable. Flex time. Job sharing. Additional training. Mentorship or a sponsor. Skills development. If it’s going to help you to be more productive and happier at work, bring your ideas forward. 
  • Rally for advancement – Advocating for your personal advancement can be great for your career. It alerts leadership to your desire to grow with the company. Quality management develops a deep bench. It’s very helpful for them to know who is committed to being included in their plans. If you are ready for your next step now, this is an excellent time to state your case and gain a position on management’s radar.
  • Request a salary and/or title increase – There are a few conditions here that are key to a successful conversation. First, if the organization is struggling to make payroll, asking for a raise will make you appear out of touch with reality. A sinking ship will not be in position to give raises or promote their staff. Second, if you are already at the top of the pay scale or compensated better than your peers, you run the risk of presenting yourself as self-centered. On the other hand, employees not compensated consistently with others doing the same work can justifiably start these conversations. 

How: Once you determine that conditions are right and you have good reasons for self-advocacy, the next step is to process how best to move forward. 

  • Mindset: The very first step in advocating for yourself is knowing your worth. Challenge your own thoughts of self-doubt. Know that you are worthy and deserving of the things you are asking for. Additionally, know that everything is negotiable. Leaders expect these conversations. Lastly, realize that if you don’t get everything you ask for, that is part of the negotiation process. It’s a give-and-take. 
  • Organize Your Thoughts: Think through what will improve your situation. Process how the changes will also benefit the company. Organize your thoughts in a way that communicates both your needs and speaks to the needs of the organization. Leaders make decisions based on what is best for the business. That is their job. Help them see how your proposal is good for the bottom line. 
  • Practice: Practice with a friend if possible, and ask for feedback. At a minimum rehearse in a mirror. Along with practicing, think through the various scenarios that could arise. For example, if your boss is known for interrupting, practice refocusing the conversation. 
  • Focus on Facts: Women tend to tie our emotions to everything. This isn’t at all a bad thing; however, some supervisors view it as a weakness. By focusing on the facts we keep the conversation on track. 
    • For example: I have taken on X, Y, and Z, yet have not received a raise in 2 years. 
    • Rather than: I’m frustrated and don’t feel appreciated. 

If emotions do bubble up, it’s appropriate to ask for a moment to collect yourself, so you can refocus on the point of the conversation.

There is a lot that goes into self-advocacy. Frankly, there isn’t one right way to go about it. Every situation is different and everyone’s personality varies. The act of self-advocating is a success, regardless of the progress you make towards your requests. This content is meant to give you a framework for increasing your self-advocacy. And as a result, expanding your self-care. If you would like to read more about why self-care is so important for leaders, back in February I wrote this article. 

Want to discuss your opportunities for self-advocacy? I would love to help! Email me at kim@athena-coco.com to connect for a free 30-minute discovery call. Also, I am hosting a discussion on Women’s Self-advocacy on Wednesday, November 17th at 5:00 pm. Email me if you are interested in joining the conversation. 

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

Wanna Grow Your Business? Grow Your Staff

Staff Success

Unless your business is completely run by robots or other automatons, you likely rely heavily on staff. Employees are probably the ones creating your product, communicating with your customers, delivering your services, and managing your processes. Your staff are your direct connection between you and your customers. They are responsible for executing your vision for how your business serves your customers or your community. 

In many businesses staff salaries are by far the largest line item in the budget. Yet, oftentimes things like equipment, inventory, and facilities end up getting much more attention and financial resources than the staff. Think of the time, energy and money that goes into maintaining a company vehicle. This important resource likely receives regular oil changes, preventative maintenance, and routine TLC cleaning. Imagine if the same amount of planning, time, energy and financial investment went into our people! 

When a company hits a wall in terms of growth, or a nonprofit organization becomes stagnant in the impact they are providing, it almost always comes down to culture. A stagnant business can be traced back to a dysfunctional, negative, toxic culture. Changes to other facets of the business may deliver short-term improvements. However, in order to make real progress for lasting growth and impact, the culture must be fixed. 

Healthy cultures boil down to two things: 

    1. How a company treats their people 
    2. A commitment to clear and honest communication

A business that masters these two components is well on their way to success. Obviously, attention needs to be given to financial management, quality processes, strategic planning and more. But without a healthy culture, those other things will only take you so far. 

Benefits of Nurturing Your Staff

There are hundreds of benefits a company can reap from lifting-up, valuing and honoring their employees. This article will not list hundreds of benefits. Rather, it will focus on a few key benefits that will help your business grow or your agency impact to expand. 

  • Staff who feel valued become loyal team members. Nothing beats a loyal staff member! Loyal employees do more for the PR and brand of your company than any marketing campaign ever will. When someone loves their job, they tell everyone. They attract customers, potential employees, and prospective donors for nonprofit organizations. That kind of messaging is genuine and captivating. Thus appealing to people who otherwise may have never given your business a second thought. 
  • Another benefit of loyal team members is that they work harder, are solution oriented, and care about the quality of work they do for you. These folk have a vested interest in the success of the business. They embrace the direction you are taking your company or the impact your agency is striving for in your community. Loyal employees do their best and work with the company’s interest top of mind. 
  • Supporting your staff looks good on you. Companies that invest in their employees, foster their growth, and help them pursue their career goals are companies that people want to work for. Recruiting, hiring, and training staff can be extremely expensive. Imagine if prospective employees came to you because they want to be part of how you grow your staff! Additionally, the level to which you respect your staff comes right back around. Want to be respected at work, be the leader in demonstrating what that looks like. 
  • Valuing your staff creates a positive culture. As stated above, how a company treats their staff is foundational to creating a healthy culture. And nothing fosters growth and increased impact like a healthy and positive culture. If growth and increased impact isn’t motivational enough, great cultures are fun to be part of and to lead. Since most people spend at least half of their waking hours at work, a positive company culture will improve the collective and individual mental health of the entire staff team. 

As there are hundreds of benefits to nurturing your staff, there are just as many ways to lift-up your staff. The best way to do this is to use your unique personality and leadership skills to genuinely value your staff. Still not sure how to get started? Here are some tips to get the ball rolling. 

Getting Started

  1. Listen. Take the time to listen to your staff. Fully listen. Approach conversions with a listening mind-set. There is no greater gift you can give someone than to listen to them with an intent to understand. You can read more about this topic here and here and here. 
  2. Build real relationships. Just like “Employees don’t leave jobs, they leave bosses”, staff also stay with bosses they like, enjoy being around, and respect. Listening is a great way to start down this path. Couple it with asking really good questions and you’ve got this one made! 
  3. Give them what they need. There are the basics. Workstation. Computer. Stapler. These are the obvious things – you give them whatever equipment they need to do their job. Beyond that – training and a safe environment to learn is also expected. What about those employees who need a lot of positive reinforcement? Or the ones who need to chat with you for a few minutes each day? And what about those who need to check-in regularly to make sure they are on track? Do you give them what they need? Giving employees these things (essentially your time and acknowledgement) may be challenging when you’re busy. However, when you think about the value of a loyal employee, it seems less like an interruption to your day and more like a crucial part of leading people.  
  4. The Golden Rule. It turns out that your company’s human resources are made up of HUMANS! Who would have thought? And do you know what humans like to be treated like? You guessed it – humans. This one is very simple. When interacting with an employee, think about how you would like to be treated in that interaction. This usually includes values like respect, dignity, caring, trusting, and maybe fun. If team member interactions can be tied back to company values, it’s even better. 

Before closing this article, I want to be clear that I am not suggesting tolerating staff who are not a fit for your company, your culture, or the jobs you have available. I believe wholeheartedly in hiring slowly (to ensure a good fit) and firing quickly. Rip that band-aid off if that’s the right decision. Your job as the leader is to make sure you have provided everything staff need in order to be successful. If you are confident you have fulfilled your end of the bargain and it’s still not working out, decide and take action quickly. 

Need help elevating your organization’s culture? Email me at kim@athena-coco.com to schedule a free 30-minute consultation to discuss how I can help you create a culture that will grow your business and increase your impact! 

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

 

Developing Supervisors

About two thirds of American employees would forgo a pay raise if their company did this one thing. What is it?

  • Provide more vacation?
  • Increase benefits?
  • Hold weekly happy hours?

No, no, and no, it’s none of those things. 65% of employees say getting rid of their boss would make them happier than a salary increase. From that statistic we can infer that only about 35% of staff supervisors are very good at their job.

Many leaders find that supervising staff is the most difficult part of their job. And working with people certainly can be challenging for many reasons. 

  • People are all different – one size doesn’t fit all
  • People have varying degrees of professionalism and work ethic
  • People have lives and baggage they bring to work
  • People have opinions and minds of their own

It’s no wonder that supervisors struggle! Add to that the fact that in the role of supervisor you need to present yourself as an authority. A leader. And aren’t leaders supposed to have all the answers? Not necessarily. And that’s the topic of today’s article. 

It all Starts with Developing Good Supervisors

Having spent much of my career in the nonprofit sector, I can say without hesitation that I didn’t always do a good job of developing supervisors. On at least one occasion I have hired a new director, shown them to their office, gave them their list of direct-reports and sent them off to sink or swim. When you supervise people for a living, sometimes it’s hard to remember that it’s a skill people need to be taught. 

Forgetting, not taking the time, or not thinking it’s necessary to train staff on how to supervise is likely the source of so many bad bosses. Fortunately for me, I always learn more from my mistakes than I do from times when everything went smoothly. Here is what I have learned are the baseline skills any supervisor needs before they should be allowed to lead people. 

  • Good supervisors train their staff – not just what to do, but how and why

I touched on this a little in last week’s blog about internal communications. This topic is important enough to give more attention. Staff are not mind-readers. Can they figure it out? Yes, sometimes. They may be able to figure out what they should be doing. However, it’s the how and the why that will help them to be successful. It’s the how and why that will set any company apart from the competition. 

If a company makes widgets, it’s obvious that staff need to know what to do to make a widget.  Say the company prides itself on producing the very best widgets in the industry. There may be a special technique to making the very best widgets. This is where the how comes in. The supervisor will need to train staff on exactly how to create the very best widgets in the industry. Additionally, explaining the why will give the staff ownership and buy-in. If the company strives to be the number one widget producer in the world, how the widgets are made will play a big role in reaching that goal. The supervisor is connecting the dots between what the widget maker is doing every day and how it connects to the company’s global vision. 

As a supervisor, it is easier and takes less time to just tell staff what to do. It’s even easier to just tell them the what and the how. Really good supervisors close the loop to ensure staff feel a part of the bigger picture. Knowing why their actions have larger implications motivates them to take the extra steps to produce quality work. 

  • Good supervisors listen AT LEAST as much as they speak

Quality, thoughtful staff training will lay the foundation for a staff person to be successful. The next important component to supervising is to listen at least as much (if not more) than you speak. Once staff are trained on the what, how, and why, it’s time to shift to listening mode. Check for understanding. Ask what questions they have. Ask again, because they may not want to give a bad impression by not understanding instructions the first time around. 

In addition to making sure they understand their job fully, ask about their ideas for improvements. The company may think they have created the very best system for producing quality widgets. However, the people doing the work every day might have some great ideas for improving upon the process. Ask about efficiencies. Ask about quality. Ask. Ask. Ask. 

In a community I used to live in, the garbage men and women would go around and collect garbage by picking up the street-side dumpsters and physically dumping them into the garbage truck. This was time and staff intensive, as well as physically taxing. Deciding there had to be a better way, one garbage man designed an automated system that would pick up the street-side dumpsters and pour them into the garbage truck. He did the math and was able to show that investing in this system would reduce workman’s compensation expenses, enable trucks to operate with fewer staff, and warrant the company to expand its service. Leadership listened. The expansion allowed them to retain the extra staff no longer needed on the trucks, by growing to more service areas. 

Staff have great ideas. Granted, they have some bad ones too. Innovation and new opportunities come from discussing ideas. Good supervisors create an atmosphere where staff enjoy sharing their ideas – the good and the bad. 

  • Good supervisors treat staff like real human beings

Think about this. How do you like to be treated at work? With respect? Like you matter? As if the things you think and say have value and could help advance the work of the company? Well, it’s the same for employees. Gone are the days of people just feeling blessed to work for a company. Competition for quality employees is higher than ever. Creating an environment where people feel great about working for you is key to attracting and keeping the kind of people you want in your company. 

This means getting to know them. Find out about their family and their background. Supervisors should create opportunities to know what’s going on with their staff. They shouldn’t find out through the grapevine that a staff member is getting married or going to Australia or dealing with the loss of a loved one. Opportunities for personal relationship building should be built into staff meetings or one-on-one conversations. And supervisors need to listen closely during these segments. In addition to learning about the people who work for the company, supervisors will also learn a lot about what staff like or dislike about working for them. 

When developing a new supervisor, these are the basics. Creating learning opportunities where new (or not so new) supervisors can master these three things will start them on the path to success. Do leaders need to know everything? No. They need to know how to train their staff on the what, how, and why of their jobs. Beyond that, supervisors need to support and listen to their staff. 

I was going to move on to the skills that will take supervisors to the next level, but I think that warrants its own article. Next week I will delve into giving staff autonomy, the spotlight, and advancement opportunities. Isn’t it exciting to have something to look forward to!?!?

Want to create a culture where employees trust, respect, and enjoy their bosses? Need help cultivating good supervisors in your business or organization? Email me at kim@athena-coco.com to schedule a free 30-minute consultation to discuss getting started. Calm the Chaos with quality supervisors, so you can find time to focus on what’s important to YOU! 

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