Effective Board Meetings

I believe that this is my last article comparing leading a staff team to leading a team of governance volunteers. If you haven’t been following along, but are curious to learn more, check out my previous articles on this topic:

What I have observed in working with and speaking with hundreds of nonprofit leaders, is an interesting disconnect. Whether it’s Board Chairs, who supervise and lead staff for their paid job, or Executive Directors, who lead a team of employees to deliver the work of the organization. These folks are often highly skilled when it comes to supervising and managing paid staff. Then, when it comes to leading a group of governance volunteers, they struggle. That was the motivation behind my last several articles comparing these two types of teams. 

I often say that all business is people-business. And when it comes to the nonprofit sector, that statement can be multiplied by 100. Everything about leading a nonprofit comes down to the ability to work with people. Relationships drive programming, funding, governance, partnerships, vision, impact and more. It doesn’t matter if you are speaking with your paid staff, volunteers, friends or your spouse, healthy communication is the foundation of strong relationships. 

Board Meetings as Special Events

One of the main communication systems most nonprofits have in place for connecting with their volunteers the regular board meetings. Hopefully this is not the only communication system, but it’s a pretty important one. So much so, that I have always thought of a board meeting as a special event. 

Think for a moment of the  Board of Directors as an adult leadership program. This program supports the volunteers governing the organization, and also helps develop even stronger and more passionate volunteer leaders. Running this program involves engaging different volunteers in a variety of aspects of leading the organization. This could include leading a committee, doing research, advocating for the organization, friend-raising, and more. Then the board meeting is when it all comes together. 

Like with a special event, a lot of planning, communication and preparation go into ensuring that it’s a success. The March article on communication goes into a detailed process on how-to and what-to communicate with your volunteers leading up to and following a board meeting. Ensuring everyone knows when the meeting will be and its content is important, but it’s just a small part of planning this special event. 

Components of Effective Team Meetings

Whether your team is made up of paid staff, or governance volunteers; meetings are a critical tool for effective communication, collaboration, and problem-solving within any organization. An effective meeting requires careful planning and execution to ensure that everyone is engaged, productive, and focused on the team’s objectives. 

  • Clear Objectives: Every meeting should have a clear purpose and objectives. If you don’t know why you are bringing people together, it’s worth evaluating the value of the meeting. Generally with board meetings we are looking to do some or all of these things:
    • Connect volunteers to the mission
    • Ensure everyone is well-informed and on the same page
    • Educate volunteers on their role and/or skills development
    • Problem-solve
    • Team-building
    • Strengthen communication
    • Address official business
  • Agenda: A well-planned agenda is a critical component of an effective team meeting. The agenda should be distributed to all participants a minimum of one week before the meeting, along with any pre-read materials or preparation required. The agenda will help keep the meeting focused and ensure that all relevant topics are covered. My recommended board meeting agenda is as follows, and is similar to my staff meeting agenda:
    • Welcome/Opening – In addition to introductions, this is a great time for a mission moment spotlighting the work of the organization. (Connecting volunteers to the mission.)
    • Segue – Have everyone share some good news, both personal and professional. This provides a transition from what they were doing before, to this group. It also ensures that everyone speaks at least once in the meeting. (Team-building.)
    • Approval of Minutes (Address official business.)
    • Customer/Employee/Board Headlines – Note anything worth celebrating or acknowledging. (Connect to the mission. Team-building. Strengthen communication.)
    • Operational Announcements (Strengthens communication.) 
    • To-Do Items – Review any action items from the previous meeting. Are they completed, progressing, or off-track? Any off-track items drop down to the Discussion section. (Strengthen communication. Identify issues needing problem-solving)
    • Committee Reports – High level presentation of the work of the committees. Vote on initiatives when appropriate. Drop any issues down to the Discussion section. (Ensure everyone is well informed. Problem-solving. Strengthen communication.)
    • Discussion Items – All of the previous items should be addressed fairly quickly, leaving half or even two-thirds of the meeting time to focus on your Discussion Items. If there is a long list, as a group choose the 3 most important topics that need to be addressed. Give each topic 15-minutes. If you get through all items, pick the next most important one to discuss. (Skills development. Problem-solving. Strengthen Communication. Address official business.)
    • Conclusion – At the end of the meeting review any action items or assignments made. Discuss any outward communications that need to come out of this meeting, and who will handle it. (Ensure everyone is well-informed. Strengthen communication.)

You can grab a copy of my recommended board meeting agenda here.

  • Active Participation: Effective meetings require active participation from all team members. Otherwise, why are they there? The meeting leader, usually the Board Chair, can encourage this by asking specific people for their insights, going around the room and having everyone contribute, or breaking up into smaller groups for in-depth discussions. 
  • Time Management: We are all busy and time is a precious commodity. Effective meetings require good time management. Consider assigning a time-keeper to keep things moving along and minimize tangents. Effective meeting time management can bolster engagement when volunteers know their time is respected and used effectively.
  • Action Items: The point of a meeting is to make decisions and move the organization forward. As stated above, capture action items and next steps during the meeting and assign ownership and deadlines. Review at the end of the meeting and put these items on the agenda for next time, so they don’t get lost. This will help to ensure that decisions are acted upon and progress is made.

If you have not been thinking of your board meetings as a special event, give it a try. It establishes a greater sense of importance and production. Running quality board meetings can be one of the most effective strategies you implement in attracting and retaining quality board members. People want to know why they are coming together, they want to use their time effectively, and they want to see progress. Thoughtful and intentional board meetings can be the backbone needed to advance your work. 

Make Sure Everyone is Prepared

In addition to sending out agendas and assignments in advance of the meeting, everyone should know their role in the meeting. If you have a committee chair giving a report, review it with them in advance. Without guidance, they may end up just reading the minutes from their last meeting. Coach any who will be speaking or presenting on what and how they should approach the assignment. There is a bit of orchestrating that goes into delivering a quality board meeting special event. 

Timing is Everything

Finally, I highly recommend that your meetings have a set day and time. This way volunteers can have an entire year’s worth of meetings on their calendars. They can plan around them and communicate when there are conflicts. If yours is a brand new board, and you are still figuring out when that best time to meet is, use the input of the group, and then set the time that works best for everyone. As early as possible, establish that standing day and time. 

When it comes to frequency, I think monthly or every other month is best. Any less frequent, and you totally lose any momentum that you gain at the meeting. There are exceptions. For example, if you bring people in from all over the country/world. Or if your agency’s focus is on an event that happens once a year. For those who bring the board together less than every other month, it will be important to develop a robust committee structure or other work to keep your volunteers connected to your cause and to the important work of governing your agency. 

I love helping organizations evolve their board meetings from “sit & gets” to engaging and robust systems for advancing their work. Email me at Kim@Athena-CoCo.com, or schedule a Discovery Call to discuss creating board meeting special events that will drive your organization’s success! 

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

The Art of Board Communication

After a mini-Spring Break with my kids, I’m back on track with my project comparing leading staff teams to leading a Board of Directors. I see a lot of similarities, but many nonprofit leaders find board leadership to be intimidating and confusing. Hopefully this series can help to alleviate some of those uncomfortable feelings. Afterall, board volunteers are really just people who want to have a positive impact on their communities. Not much different from nonprofit staff, really. Check out earlier articles on culture, supervision, accountability, and appreciation. 

A big part of leading a Board of Directors is about building relationships around a common purpose. That being the mission of your organization. Building healthy relationships comes down to communication, similar to relationships with staff. The tricky part is striking a balance between enough communication and not overwhelming your volunteers. 

I like to categorize board communication down into these three buckets: 

  • Logistics
  • Relationship building
  • Agency understanding

The rest of this article will explore each category and systems for improving communication and relationship building in your agency. 

Logistics

  • What time is the board meeting? 
  • Where are we meeting? 
  • What are we talking about? 
  • Do I need to be prepared to speak? 
  • Do we really need to meet?

If you have board members asking questions like these in the lead up to a board meeting, you likely have room to improve your logistical communication. People like to know what to expect, and it’s a good practice to give them the resources needed to come to each  meeting prepared. 

Here are the best practice standards I recommend implementing when it comes to board meeting communication, specifically. However, these can also be used for committee meetings, events, and other board requirements. 

  • 3-4 weeks prior to the board meeting: Board President and Executive Director discuss meeting content. You may also include your Board Secretary or Administrative Assistant as well – whoever is responsible for communicating meeting details out to the board. 

Many agencies convene their boards during the third week of the month. This is common because by that time financial statements are prepared and can be presented. When that’s the case, the first day of the month can be a good trigger to start preparing for your board meeting. 

This planning meeting involves: 

    • Putting together the board meeting agenda (I’m planning a future article on my recommendations for effective board meeting agendas – watch for it!)
    • Determining materials for the board packet and who will collect them
    • Deciding who will present on what topics at the meeting
    • Assigning communication roles – what conversations need to happen to ensure everyone is fully prepared to speak at the meeting?

In addition, the beginning of the month is a good time to make sure that meeting reminders go out, or calendar invites have all the current attendees included. 

  • 2-3 weeks prior to the meeting: All presenters have been prepared. The board chair or the exec connects with everyone who will have a presenting role in the meeting. They are coached on the amount of time they will be allotted and the key points to cover. If there is a discussion to follow, clarify who will facilitate the conversation vs who will be engaged in it. 

In addition to preparing all presenters, print materials and resources should be gathered during this time frame. 

  • 1-2 weeks prior to the meeting: Prepare and distribute board packets. By this time you should have confirmed all presenters and gathered all materials for the board packet. A minimum of one week (10 days is better) before the meeting the full board packet is distributed. 

Board of Directors meet

  • Within 1 week after: Board meeting minutes are distributed. Assignments and action steps are highlighted. 

I often see agencies where the only communication that happens with the board is at the board meeting. By implementing the process above you provide at least three additional touch points with your volunteers – save the date reminder, board packet, and meeting follow-up. If that’s where you are at, this is a good first step towards improving communication. 

Another thing that I’ve seen is execs who expect their board to handle all of this on their own. While that is definitely the best case scenario, they might need help getting there. With guidance from the Executive Director on these best practices, it’s fully reasonable to get to the point where your Board President or Secretary is leading the charge on these conversations and the communication plan around board meetings. 

Relationship Building

Like I stated above, leading a board comes down to building healthy relationships with your volunteers. Think about how you do this with staff members. Whether it’s intentional or not, your relationship building process probably includes one-on-one conversations, informally stopping by to chat, team building activities built into meetings, learning about them on a personal level, and more. 

It can be a little more difficult to do some of these things with board members, who are not in your office space everyday. But there are likely ideas you can glean from the relationship building you do with staff. Here are a few that come to my mind:

  • Include get-to-know-you activities as the opener to your meetings. Ask questions like: what was your first car, who is someone who had a significant impact on you growing up, favorite family vacation, or what they are doing for the weekend. 
  • Distribute an All About Me document. This can be used to gather information about your volunteers’ families, career, accomplishments, likes and dislikes, and more. A fun idea from this is to have everyone’s favorite snack at board meetings. 
  • Go to them. Pick one board member a month (or week), and go visit their office. Bring them their favorite (office appropriate) drink. See them on their turf to get to know more about their work. 
  • Schedule a formal one-to-one with each board member every year. This is when you can ask them about their experience on the board, get feedback on how you are doing as a leader, and understand how they want to be involved in advancing your cause. 

Agency Understanding

Building relationships with volunteers, and making sure they know when and where they need to be are both important. Maybe most important when it comes to communication with your volunteers is making sure they have an understanding of your organization. They cannot advocate for the agency, if they do not understand it. 

When educating the board on your agency, it’s important to keep the conversation high level. Drilling down too much may lead them to think they are responsible for operations. Rather, you want to help them to think big picture. 

Here are some conversations to have either individually, during orientation, or through your board meetings. These will help prepare your volunteers with knowledge and ideas about how to govern the organization. 

  • Critical social issue – What is the problem the organization is working to solve? Or, how are you trying to make the world a better place? Educating on the problem is key to evoking passion from volunteers. You can do this by telling them about the issue. Or, you can assign readings or resources to look into. Then have a generative discussion about the challenge during a board meeting. 
  • Your agency’s solution – Many of the problems facing our communities are huge and multifaceted. Volunteers need to understand the organization’s philosophy and approach to tackling the issue. This can be communicated through conversations and orientation. A powerful activity may be to present a graphic on all the different agencies addressing the problem in your community, and how your approach fits into the broader strategies. 
  • Program outcomes – Your programming may be a really big part of your organization’s solution to the problem. Consider having board members participate in experiential learning as part of their orientation. Have them engage in your programs or go out to other agencies to see what they are doing. This is where volunteers can sometimes slip into operations mode. Be sure to coach them on thinking big picture about outcomes and measurements. Not on how the curriculum is built and the scheduling of classes. 
  • Financial strategies – Similarly to programming, volunteers sometimes dig down in the weeds when it comes to finances. Helping them to focus on financial strategies can elevate their thinking. Pose questions about the breakdown of revenue streams and distribution of expenses. What trends are they seeing? How do they compare to the nonprofit industry? What about the for profit sector? 

It’s good to include these discussions in orientation and throughout board meetings and one-to-one conversations. Another great tool for educating volunteers and building healthy relationships is through a board retreat. This event can be difficult to pull together, but it has so very many benefits, especially around relationship building. 

This might seem like a lot. But I’m here to tell you, building strong and healthy relationships with board volunteers is probably the most important thing an Executive Director or a Board Chair can do to impact the future of the organization. This is how you deepen connection to your cause, invest individuals in the future of your organization, and ensure long term sustainability for your agency. 

If you need help developing a communication plan for your governance volunteers, let’s visit! Email me at Kim@Athena-CoCo.com, or schedule a Discovery Call today. Let’s work on developing healthy relationships with your Board of Superheroes! 

Kim Stewart

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

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 

Board Volunteers:

Culture matters

10 Signs You Might Be Leading a Toxic Organization

I’m targeting nonprofit Board Volunteers with this article. However, anyone can read it. I’m really not that controlling. The “10 Signs” are good for anyone in a business or nonprofit to understand and be able to identify. They are also helpful if you are considering joining a Board. 

As a Board Volunteer, you have many responsibilities to the agency you are leading. One factor frequently overlooked is your role in culture and organizational effectiveness. This is often left to the Executive or CEO. When the leader creates a positive, functional environment, there isn’t a need for the Board to give it any attention. Problems arise when the Exec or CEO has not created a positive culture and dysfunction begins to take over. 

It can be difficult for volunteers to know when things are “off.” The Executive Director or CEO may be unaware of the toxic environment they have created. Or, if they are aware, they certainly are not going to tell the Board of Directors about it. That’s why it’s important to understand what to look for. As you read this list, note which indicators sound familiar.

10 Signs of a Toxic Organization

#1 Poor Staff Retention

Staff are leaving. A lot. They may say it’s for one reason or another, but we all know that staff do not leave jobs, they leave managers. It’s also a bad sign if there are constant layoffs or firings. This indicates the lack of a strategic plan or vision. 

#2  Morale is Low

There is a lack of motivation. Staff are just “punching the clock”. This is especially disappointing in the nonprofit sector. Staff are drawn to an organization’s mission or cause. When there is poor leadership or a toxic environment, even the most passionate employee becomes dispirited. Additionally, while not the cause, low morale is often exasperated by years with no staff raises.

#3  Poor Communication

There are constant changes in communication, or it’s unnecessarily vague. Staff are confused. Often leaders will “talk out of both sides of their mouths”. For example, in one breath they tell you how great everything is, and in the next one they tell you how they need you to raise more money because of the desperate state of the agency.

#4  Cliques, Exclusions, and Gossipy Behavior

It seems like there’s an “in” group and an “out” group. There is an emphasis on who is considered important in the organization vs. who is not. Staff are talked about in a negative and unprofessional way. Private conversations become known by everyone.

#5  Supervisors are Ill Prepared to Do Their Job 

Any boss who uses tactics such as intimidation, humiliation, playing favorites, false promises, micromanaging, not communicating, unsupportive behavior, or any of the many other outdated and authoritarian methods, should not be allowed to lead people. Supervising staff is a skill and it needs to be developed and nurtured, like any other skill. You can read more about this topic here and here. 

#6  There is No Work-Life Balance

Sometimes staff have to put in long hours, including evenings and weekends. This is common in the nonprofit sector. Especially when delivering programs or events. However, when this is the constant, normal expectation, it’s unhealthy for the employees and for the organization.

#7  Constant Drama

There’s always an issue or crisis to solve. Problem solving is inconsistent and may seem random. What could be minor disagreements escalate and are blown out of proportion. Relationship issues are not managed professionally.

#8  Dysfunction Reigns 

There’s a lack of trust among staff and an avoidance of accountability. Decisions are not made based on what is best for the organization. They revolve around benefiting a few individuals. Transparency is lacking. Often despite the leader believing they are being very transparent.

#9  Staff are “Kept In Their Place” 

As a volunteer you may have limited contact with anyone other than the leader(s). Interactions between Volunteers and Staff are controlled or non-existent. Staff have very little authority.

#10  The Organization Lacks Mission, Vision, and Values

This is not to say that these statements aren’t written down somewhere. This means that they are absent from decision making, strategic discussions, and staffing practices. 

These three elements should drive the work of the organization and should be present at every meeting and in every key discussion. They need to be more than words on a wall. They need to carry the organization forward and serve as the compass for the work you do. 

If any of this resonates with you, I suggest you share these “10 Signs” with your fellow Board Members. Here’s a pretty version you can print and share. Ask around to find out if anyone else sees reason to be concerned. If so, it is your duty to take action. You owe it to the organization you are serving. The community and your constituents deserve the best possible version of your agency. Help make sure they are getting it.

Need help evaluating your organization’s culture? Or do you already know you have issues to address. 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 organization 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

Diversity, Equity, Inclusion: Three Simple Steps to Get Started

Diversity, Equity, Inclusion

There are many voices out there on this topic. Many are going to be more qualified than me to speak in-depth on Diversity, Equity and Inclusion. In this article I will be sharing my perspective along with some thoughts on how to start these conversations in your workplace, or even in your family or friend group.

I had the honor of serving my community through the YMCA for several decades. The work I lead and was involved with was important and impactful. One initiative from the YMCA of the USA that I have been very impressed with, and have carried with me throughout the years, involves their work on Dimensions of Diversity. This work has resonated with me because it goes far beyond gender, skin color, and age. Those are big and often obvious categories, which over-generalize who people really are. Generalizations are necessary for studying trends, creating non-discrimination policy, and supporting marginalized groups; however they create problems when we use them to lump all people together. 

While working with a client recently, she shared her story of being a young black woman who excelled in the violin. For a long time she felt like an outcast. “Black people don’t play in the orchestra” was something she heard and felt on a regular basis. In discussing her experience she used this phrase:

Black is Not a Monolith 

Having only heard the word “Monolith” recently in relation to the one discovered in Utah last summer, I did a bit of research. Apparently it’s a phrase that’s been around for a while, and has resurfaced with the release of Lena Waithe’s Queen & Slim. While I have not seen this movie, it sounds like the phrase is used to express the fact that all black people are not necessarily from the ghetto. Essentially, black people come from all kinds of communities and backgrounds. When you think about it, that doesn’t seem like something that needs to be stated. However, it’s human nature to try to categorize and simplify things we don’t understand. 

 In talking further with this client, she shared with me that she was from a small town. She told me her town “only had four high schools.” This is when the complexities of diversity really struck me. My town had exactly one high school. In fact it had exactly one school of any kind, Kindergarten through 12th grade. In the years since I graduated they have added a preschool. Still one school. As a member of the tiny little Generation X, my graduating class had 26 people in it. 

This started me thinking about other personal experiences where the diversity in our backgrounds was very striking. When I worked in Chicago one of my staff, a woman in her 40s, had never had a drivers license. Or a car. She taught me how to use the bus and the L – explaining routes, lines and transfers – from memory. Growing up on a farm I wouldn’t have been able to participate in afterschool activities, have a social life, or a job without a license and a car. It was unimaginable to never have a car or a license. Growing up the way she did, she couldn’t believe I’d never used public transportation. 

These experiences and reflections keep bringing me back to the Y-USAs Dimensions of Diversity. Looking at one dimension of a person and defining them by it is part of our society’s problem with embracing diversity. It leads to limiting beliefs and stereotypes. All black people are fill in the blank. LGBTQ+ people never fill in the blank. People living in poverty are all fill in the blank. Women just aren’t meant to fill in the blank. None of us should be defined by one aspect of our identity. Least of all marginalized groups. 

Today, many companies and organizations are in the position of knowing they need to “do better” with diversity, equity, and inclusion; but they might not know where to start. This is understandable; it’s a huge, complex and often controversial topic. I’d like to offer you three simple steps to get you started. These can be implemented with no cost, no additional staff or resources, and very little change to your operations.

  • Mindset – leadership commitment

First and foremost, the leadership of the business or organization needs to be genuinely committed to shifting the culture. The top leader especially, but also the leadership team needs to believe in the importance of celebrating diversity, valuing equity, and driving inclusion.

In order to ensure that you are ready for this, it will likely require some challenging conversations as a team. The discussion must go beyond: “Is everyone good with this?” Each and every leader needs to be committed to driving change, supporting difficult conversations and situations, and being an agency-champion for this transformation. If every single person isn’t 100% on board, the leader has a decision to make. Does she/he postpone this initiative until the timing is better or do they make the changes needed to create the leadership team that will move the company needle on DEI. 

  • Commitment to understanding

As you begin your initiative around Diversity, Inclusion and Equity, one of the first tenements to establish is the commitment to understanding where people are coming from. Impressing upon staff the importance of listening and being open to understanding the journey their co-workers are traveling is key to building your foundation.

It doesn’t matter what other people think about Meghan Markles’ skin color. If she identifies as black, that’s a dimension of who she is. Self-identification is up to the individual and it doesn’t matter if other people agree with it or not. Supporting DEI means accepting others as they identify, and striving to understand.

The leadership sets this expectation and supports staff as they work to learn and grow. They also watch for those team members who are resistant to this change and take action with anyone who is not a match for the culture they are trying to create.

  • A little bit of time in each and every staff meeting

The first two steps are really about mindset, setting the tone, and creating a culture. This one provides action items you can take and use right away.

The most valuable communication tool that leaders possess is the staff meeting. If your staff meetings are not important, engaging, effective, and driving communication and culture, consider reading this. Incorporating mini-activities into your team meeting (and every other staff meeting in your company) can start the exploration of diversity, equity, and inclusion with the broad base of your business.

Hopefully your staff meeting includes some sort of a transition or opening. This aspect of your meeting is meant to help team members shift from whatever-they-were-doing-before-the-meeting to full-on-meeting-mode. Good things to include in this phase of the meeting are things like:

  • An opening thought
  • Check-in
  • Company headlines
  • Celebrations

In order to get everyone thinking about the diversity of their team, consider adding a “backstory question.” This tool can be fun, but at the same time it helps everyone to start to understand more about their teammates. If time is tight this activity can take as little as 2-minutes by doing it “whip style.” Or if you want, you can add a reflection component to dig deeper.

Here’s an example:

  1. Have everyone go around and share what their first job was and something they learned from that job that they still utilize today. If you have 10 people in the meeting, this will probably take 5-minutes at the most.
  2. Those wanting to dig deeper can pair people up (preferably connecting those with the most differing first jobs, like walking beans with interning at a magazine).
  3. Have one person spend 2-minutes asking the other person questions about their first job.
  4. After their time is up they switch roles.
  5. You can close with a group reflection on what they learned about other people that may have surprised them.
  6. Doing the full activity will take a maximum of 15-minutes.

Here’s a list of ideas of backstory questions you can use to get started:

  • What was your first job? What did you learn that you still use today?
  • How did you get to school when you were little? How was that the same or different from other kids at your school?
  • What’s the first team you remember being part of? How did that experience shape you?
  • How many kids were in your family? Where are you in the birth order? What does that say about you? 
  • What was your favorite subject in school? How have you carried that with you? 
  • Share about the kind of home you grew up in? 
  • How did you decide what you wanted to do for a living? 

As time goes on your questions can progress towards being more probing. Another idea is to have volunteers come up with questions for the next meeting or create a sub-group of volunteers to work on questions and activities.

As you and your team become more comfortable exploring diversity there are many more activities you can incorporate and initiatives you can drive. Sometimes getting started is the hardest part. Hopefully these simple steps can spark the beginning of your journey. 

Need help creating a plan that is right for you and your team? Want an outside resource to facilitate crucial conversations around DEI? Email me at kim@athena-coco.com to schedule a free 30-minute consultation to discuss ideas that will help you get started. Calm the Chaos and create a great culture 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