Archive for the 'Consulting' Category

Executive Transition: Horror Story or Opportunity?

One cannot spend time in the Community Benefit* Sector without hearing horror stories of Executive Transitions gone bad. Given the huge turnover occurring as founders and long-time CEOs retire, this is a serious Stop Sign on the road to changing our world!

(To see other Stop Signs along the Road to Changing the World, just click here.)

Stop Sign: Executive Transition

First, let’s be clear: When it comes to hiring horror stories, leaders in Community Benefit Organizations are not alone. Just ask the business people on your board about their hiring batting average in their “real” lives. You will find some good stories, mixed in with a litany of horror stories.

Dimitri and I have done enough of this work to know it can create great results. We have facilitated transitions that brought peace of mind AND joy to all involved.

So why do so many Executive Transitions go wrong? And why do board members not see that the train is about to hit them, when everyone else around them, especially the staff, sees it plain as day?

Here is some of what we realize is at the heart of all the horror stories:

1) Boards see Executive Transition FIRST as a problem to be solved, and only then as an opportunity for creating something positive.

2) Board members know hiring and firing is their domain. And they feel fortunate that they have experience in hiring from their “real lives.”

3) The result of #1 & #2, though, is that board members close ranks rather than opening up and sharing ideas. They close ranks because they are in charge and it’s their job, and their job alone, to hire. They close ranks because they are the experts at hiring, as they do it all the time in their “real” lives. And they close ranks because problem-solving tends to encourage the closing of ranks.

4) Unfortunately, while board members may think they know how to hire, most do not know how to do it well, given their own hiring horror stories from those “real lives.” And so, the result of their closing ranks is to exclude from the discussion the very people who might warn them that the train is headed right for them.

So what to do? In an article we published last week at Help 4 NonProfits, I provide some detailed how-to steps. But here is the abridged version (ok, very abridged!):

1) Yes, boards are in charge of the hiring process. But FIRST they are in charge of something more important - they are the keepers of the organization’s vision and values, its core purpose. Sadly, boards both large and small see vision and values as extra, as fluff. And that is the first step in bad hiring.

The first step in GOOD hiring, therefore, is to understand that the board is the keeper of the organization’s purpose, and to then translate that purpose into everything the board does - including hiring.

2) Have a succession plan, and keep it updated, all the time. Making a succession plan only when it’s too late is - well - too late!

3) Hire for the future, not to solve today’s problems. Again, this comes back to vision and values. Your CEO is not about what’s wrong with today - he or she is about what’s possible for tomorrow.

4) And that leads to the most critical step: View Executive Transition as a celebration of what is possible. Because change is only problem-solving if that is how you see it.

Executive Transition can create incredible strength in an organization. When I finished writing the story at the end of the article at our website, I emailed the ED in that story, telling her that my writing had caused me to reflect on what an extraordinary job she is doing, and how blessed the organization is to have her there. I could tell from our email exchange that both of us were welling up with tears - tears for how perfect the fit is, and for the amazing things that organization is accomplishing.

That is what is possible. But it is only possible when we stop seeing Executive Transition as a problem to be solved, and we start celebrating the future the organization has the opportunity to create for the community.

* Curious about our use of the term “Community Benefit Sector?” Click here to learn more.

Tech Tools for Non-Techies

Changing the world requires good tools. And if you would rather have a root canal than talk about tech tools, then today’s post is for YOU!

I am not a techie. At all. When Dimitri first got his combination cell phone / Palm Pilot / Space Shuttle Launcher, I told him to get extra insurance on it, because if it beeped one more time, I was going to throw it off the balcony.

That said, I do love tools that make my work more effective or that make my life easier.

But I also do NOT want my life to become HARDER, and therefore become LESS effective at my work, all because I have had to take the time and brain-power to learn to use the tools that are supposed to make my life easier and make my work more effective! (And if you think that sentence was exhausting to read, it was equally exhausting to write…)

But still, I am a curious person, and a strategy-driven person. And I do want our work to be as effective as possible, as there is an amazing future to create, and we need to build on all the good stuff there is to do that work.

So today I thought I would share some great stuff I have found - tech stuff for us non-techies.

There are plenty of blogs and links for true geeks, and as the Institute’s Geek in Residence, Dimitri, will tell you, they all give me MEGO (My Eyes Glaze Over) faster than reading an insurance policy.

So here are a few sites filled with GREAT information for those of us who would rather take that trip to the oral surgeon than talk tech.


First, the answer to the Emily Littella-like question, “What’s all this talk about wikis?” Being one of those I-get-what-it-is-but-what’s-the-big-deal? people, I have become evangelical about Lee Lefever’s video Wikis in Plain English. This few minutes has made my day. It is fun and funny, and Oh My God - now I get the wiki thing, and I WANT one! I don’t even care what for!

You will also enjoy the rest of the Common Craft site, as there is a lot of Plain English going on there, all around tech tools. Finally, someone has done what car ads have done for years - not talk about the car, but talk about me in the car! I recommend scrolling all the way to the bottom of the page, and checking out their “Best Of” stuff. And you may want to either bookmark Common Craft, or add them to your feed - it is really terrific stuff. Hooray for Common Craft!

Speaking of using language I can actually get excited about, you will want to check out Michele Martin’s blog, the Bamboo Project, written by a fellow traveler in the Community Benefit* world. Michele is a bit of a geek herself, and has amassed incredible resources about how we can all use the web to enhance the work we are doing in our organizations and our communities.

In her post 101 Ways to Practice Blogging, she gathers info from Philip Liu’s blog - I Help You Blog and then expands on that, with her own great ideas, specific to the work our organizations do. She also shares ideas about Using Facebook in Your Nonprofit (if you have teenagers, you have heard of facebook - now you will know why!)

And because I will assume most of the readers of this blog are like me - just first figuring out what a blog is in the first place, and easily overwhelmed by all this technology, I will stop with just those 2 for today.

As I find more tech sites that I can actually understand and learn from, I will pass them along. And if you know of sites we may want to include next time, please let us know!

(Curious about our use of the term “Community Benefit Sector?” Click here to learn more.)

Consulting Conundrum

Every once in a while, we have a consulting lesson smack us in the face. If you’ve been at this work as long as we have, we guarantee there will come a time when you will say aloud, “I knew better than to do that! What did I expect!?”

We have had two of those smacking-myself-upside-the-head moments in the past year. Both incidents have been the result of having a long term relationship with the client. And while we are all taught that having long term client relations is a dream come true, what they don’t teach in consulting school (ok, who out there really went to consulting school?) is that working with long term clients brings up a whole ‘nother set of issues - issues we may not always have answers for in our bags of consulting tricks!

Twice now we have gone against our own cardinal rules for taking on a new client. Twice we have been angry with ourselves afterwards. Twice we have sworn we would do better next time. So now I am hoping that writing it down and focusing on it will help us to not do it again!

Consulting Issue #1 for Clients Who Are Friends
With new clients, we spend a ton of time up front, interviewing everyone, bringing folks together, asking about the organization’s potential and what is keeping them from accomplishing that potential. When the group sees the proposal - the scope of work and the outcomes we will be aiming the work at - it is no surprise, as we have worked with them from the start to come up with the project together.

In addition to this just being smart business sense, it is also the only way we can begin moving the client away from just thinking about their day-to-day issues, and start putting those issues into the context of the big picture change they want to create in their communities - the whole point of our Community-Driven approaches!

BUT, with an existing relationship, all that gets short-cut. We know they already know us, know our work, know it is transformational - because we have already done that work for them in one form or another. We know they already have been through a planning process with us and know what that will entail, as well as what it will accomplish. We know they are fully aware that our focus is on their highest potential to create visionary community impact, and that that is where we will help them go. And we know all this because they have already worked with us, and spent lots of time with us, and experienced the results we are able to help them achieve.

Well that’s one big mistake, now isn’t it?! Boards change. Time passes even with board members and staff who are still there. People forget some things, assume others. If failure to do adequate homework is what tanks consultant-client relationships in new clients, it can also tank our relationships with clients who are now old friends!

But this is not a simple matter of taking each other for granted. It’s more difficult than that. The question becomes this: If the client also thinks they already know what you are going to do, and therefore also feels they don’t need all that up front stuff, how do you convince them to have those meetings anyway? We are all far less likely to push a friend than we are to push someone with whom we are first establishing working parameters. Once we are friends, how does one now do that dance, to push for what is right when the client is saying, “The board said they trust you, and no one really has time to meet, so let’s just get started” ?

Consulting Issue #2 for Clients Who Are Friends
Another lesson with clients who are old friends is that we fail to go back to the decision-maker. With a new client, we know that in order to lead the group towards transforming their community, everyone from the top down must be on board. And so those initial discussions will include the board and the leadership on the staff, even if the eventual work will not include those individuals. We do that because those are the people who will be asking the questions related to “Did it get done? And what were the results? And why does that need to be in the budget again?” They may not be the ones doing the work, but they are the decision-makers.

But after you’ve already gotten the gig and worked closely with the 2nd and 3rd in command for 2 years, and you’ve got a wonderful working camaraderie, and the next project comes up, how do you say, “Oh we can’t just talk to you, we need to go back and talk to the board, and talk to your boss.” Even if we have maintained a reporting relationship with those in charge, these are awkward moments, and so we defer. “My boss says he trusts you and trusts me. So let’s get started!”

Bad mistake again. Because when that new project does come up, in the time it takes to say, “Sorry, it’s not in the budget!” we have left the land of Organizational Potential, and are on our way into the land of Bureaucracy. The person you have the relationship doesn’t have the authority to say yes, despite the fact that they love your work and may even have grown personally fond of you.

My friend Renata Rafferty calls this the Tyranny of the Nice. But it is truly our latest consulting conundrum: So what does one do when a great client relationship is standing in the way of having the work reach for the organization’s highest potential?