Online Assessment Tools for Identifying Organizational Issues

Nonprofit Leader,

As an Executive Director I often wanted to know how well my board and staff understood our organization’s mission and vision, and if they were being clarified well enough.  I needed to assess the awareness of my board of how critical their understanding our programs and networking was to the organization and to our position in the community.  

Each time I looked over an organization’s financials and fundraising, I found areas needing improving, and fundraising issues that the staff and board had not recognized had changed over time.  It was that process of discovery and analysis that helped me revitalize several stagnant nonprofits and help them thrive. 

It was the fresh perspective of an outsider that made the difference.  In many cases a consultant is hired to show an organization’s leaders what they have been missing and help them make the right changes.  Some of the leadership and/or staff may recognize the issues, but may not be able to be the agents for the needed change.  Thus, the third-party consultant is engaged.  But how do small, struggling under-funded nonprofits afford the rates for an experienced consultant?  They can’t, and so they keep struggling through tough organizational issues, ineffective programs, staff turnover, disconnect with the community, and loss of funding as a result.  And what are the options for well-run organizations to take an occasional fresh look at their organizational dynamics and leadership?

It was recognizing these issues that led me to create several online assessment tools that provide the data nonprofits need to get the overall view of their organization and start recognizing the needed changes to make.  By limiting travel and time of on-site interviews we reduce the cost and still provide a needed summary analysis to help an organization: 1. understand the stage in their life-cycle, 2. examine Staff-CEO-Board relationships, 3. measure their fundraising effectiveness.  

By developing anonymous surveys administered online, I have been able to assist a number of organizations of various age, size and budget.  The survey results are graphed for ease of understanding, and a brief, interpretive assessment is provided of potential action steps for further considerations.  The next steps are up to your organization’s leadership and funding capabilities.  You may decide to engage me or other advisor to help you move forward.  In any case, you will have this very important data with which to help change your organization for the better.

I invite you to take a few moments to examine my website and my background, and the four levels of low-cost assessment analysis tools I offer at jklewis54.wixsite.com/charisnp.  Whether you decide to engage my services beyond the surveys is completely up to you.  I am available to you to discuss how these can help your organization and help you lead quality change.

 

Serving together,

James K. Lewis, m.a., ccnl, cfre^®

Road to Better Health March 12, 2014

Dear Ministry Leader,

As you focus on God's plan and priorities for your life, have you considered how to protect your mind and body so that you can stay happy, healthy and remain in the ministry you love?

Ecclesiastes 12:6 calls the human brain the “Golden Bowl” and instructs us to serve God before it’s “broken.”

Recently the leader of a national ministry (who also teaches at a nearby Christian university) was terminated from both jobs due to poor judgement and mental confusion caused by "sudden" dementia. He and his wife are heartbroken because they intended to stay in ministry together for another 5-10 years. With what we know about neuroscience it’s very likely this devastation was avoidable and certainly postponable if together they had make diet and lifestyle changes at least 10 years before the disease was actually noticed.

FACT: Dementia actually starts developing during our 30s and 40s.

Accelerated by inflammatory diets, toxins, trauma, unhealthy lifestyle choices, un-managed stress and genetic factors—unhealthy brains become progressively diminished by Dementia. Just as concerning, however, are projections that the number of people with Alzheimer's will triple in the next few decades.

The Narramore Institute appreciates your ministry and cares deeply about your health, your happiness and your longevity of service. That’s why I created the Road to Better Health 2014 luncheon for RM leaders on March 12th in Pasadena.

You’re going to love this event because the content is so relevant:

 LIVE BETTER AND LONGER

 AVOID LEADER DERAILMENT

 ENJOY MORE PEACE OF MIND

 SAVE YOUR BRAIN

I’ve invited Christian psychologist and author Dr. Earl Henslin (“Brain on Joy”) to share the latest and best ways to deal with depression, anger and other damaging emotions. A friend and mentor to many Christian leaders, Earl is passionate about harmonizing the brain with the soul.

Then, I’ll be discussing the myriad of health benefits that occur when you lower chronic inflammation. In fact, you learn the secret to reducing your risk for sudden heart attack death by up to 90%.

FACT: Every 34 seconds an American has a coronary event.
1/3 to 1/2 of heart attacks occur in persons with "normal" cholesterol.

Our last speaker is veteran Rescue Mission executive Rev. Jim Lewis. Whether it’s waking up in the middle of the night wondering how to meet this week’s bills, a concern about the welfare of a troubled staff member or a family concern, Jim will share some invaluable insights on managing daily stress and avoiding derailment.

I know how hard you work and the sacrifices you make every day to save others. So please join us on March 12, 2014 for a wonderful time of fellowship, renewal, to hear Christian speakers while enjoying a healthy and delicious lunch.

See you in beautiful Pasadena!

Kevin Narramore, Ph.D.

Narramore Institute, 844 Colorado Blvd. Suite 202 Los Angeles, California 90041 949-874-8000

Please CLICK HERE to register because space is limited. 

Assessing Proper Board Oversight Limits Culpability

This article by Eugene Fram, author of "Policy vs. Paper Clips" is a good overview of critical board roles in providing due diligence. Too many nonprofit boards don’t realize their culpability for CEO performance. Appropriate oversight will provide for proper monitoring and fully understanding organizational issues.

The board must recognize their responsibility as an independent arbiter of facts, without prejudice. It may be that the board's monitoring of the CEO is minimal or non-existent, which puts a level of onus on the board for an escalating issue. Sitting down with the CEO to gain insight and discover what support he or she needs should be the first step when any issue is brought to the board's attention.

Your board and your community (which you represent) are too deeply invested to allow for a lack of proper oversight sidelining your CEO – and potentially your organization’s mission and vision. Remember, your role with the CEO is a partnership!

As a nonprofit consultant, I'm particularly cognizant of the issues raised by this article. I've heard that among the membership of just one national nonprofit association, in the last year there have been about 12 member organizations that have gone through tumultuous leadership shifts, with this being the primary issue.

While the board must step in when appropriate, there must be policy and procedure in place that is closely followed. Only when serious ethical or fiduciary malfeasance is found should a board step in directly.

Developing, protecting, and reconciling the relationship with their sole employee, the CEO, is their primary job.

In light of these concerns, one of the first assessments I recommend is a board survey to highlight any governance and policy issues or disconnect with the CEO. In a majority of my cases so far there have been indicators of a need for board/CEO training in monitoring and policy creation. Every effort at deepening the relationship and trust with your CEO will pay dividends.

When do you need a consultant?

 

Numerous issues in a nonprofit organization rise to the occasion of requiring paid outside assistance. These involve acknowledging you’re facing something larger than your in-house skill set can handle alone. Accepting that help is needed is the first step in any weakness or dysfunctional behavior – whether of a person or an organization.

Sometimes a struggling organization just needs help transitioning to its next stage of growth. Perhaps a well established organization needs help re-inventing itself. Facing reality is the most difficult when leaders and staff are deeply ingrained in the present organizational culture. It becomes even harder if the leader is a founder or long-term CEO, where he or she may be sensing a loss of control or that recent changes are becoming overwhelming. A lack of positive organizational dynamics keeps many dysfunctions hidden, and people are unwilling to be the one vulnerable enough to upset the apple cart.

Consulting with outside professionals isn’t limited to the need of addressing serious issues . . . most leaders could use regular coaching with peers and/or professional consultants. But some circumstances call for more serious consideration for outside help:

Strategic Planning. This process can require an anonymity that an independent consultant allows. Often I’ve found a key staff or board member who admits to not being sure of the direction or even of the organization’s mission and vision. In one case it was found that a new board member wasn’t aware of the organization’s religious core principles of faith. Appropriately laying the foundation before discussing strategy is critical to success. 

Analyzing fundraising effectiveness. In such a volatile economic landscape, it can become comfortable for an organization to stay the course with tired or limited funding appeals and stale communications. Organizations tend to stay with old metrics and “shot-gunning” rather than using new tools to target a segment of their donor base who are more likely to respond to different types of communications. E-commerce is still only effective in a small portion of demographics, and it is key to understand when and how to phase that in.

Closely aligned with fundraising is an understanding of an organization’s publics – those who can control or limit an organization’s ability to flourish. Many times an organization has “blinders” and they are not aware that they’ve grown myopic in their programs and vision. I’ve seen organizations atrophy due to ignoring the reality of their external context and relationships. This is where familiarity breeds contempt; stakeholders who once supported and helped form the organization can, if ignored or taken for granted, become the worse critics.

A most serious issue that desperately demands immediate assistance is internal organizational conflict due to a lack of unity in mission and vision. It's critical to quickly re-establish clarity of mission and unity between the leaders and the staff or board. This requires outside intervention. But choose the consultant carefully, as this requires a professional who is able to decipher the organization’s deeper cultural and personal issues – not merely personnel or HR issues that are on the surface. The former is ripe with personality clashes and broken trust, while the latter involves organization policy and procedure – which may need addressing, but is not the root cause.

I will mention briefly the need for a consultant and/or interim management through a period of crisis leadership change. Addressing this will require a separate blog, but it's most critical to contract with outside assistance rather than use internal staff in such a case.

These are just a few areas of concern where an independent third party will be able to increase awareness, broker unity, and ensure the stability and sustaining of the organization’s mission. Don’t wait until you realize the need – develop relationships with those you trust and who will be ready and willing to intercede within your organization when needed. While these resources may be costly, you will save time and money with the judicious use of consultants. They will be worth it to the organization, as you will gain much more than you spend. They may be reported as an expense, but they are an asset to any organization.

For more information on choosing Consultants:

http://strengtheningnonprofits.org/resources/guidebooks/Working_with_Consultants.pdf

http://www.first5la.org/files/Nonprofit%20Consultants-How%20to_Buttenheim.pdf

http://charisnp.com/
http://www.artiosinstitute.com/

http://www.theedgegroup.org/

A Case for a New Leadership Paradigm

We are in a world of change as paradigms are being challenged. Gone are the days of the broad community acceptance of the Christian service provider. Postmodernism is taking its toll . . . leadership is changing, urban demographics are changing, legal regulations are changing, staff and boards are changing, donors are changing, and ministry core services are changing. Change is as certain as the sun rising.

In this day and age, faith-based service providers and their staff need to be on the cutting edge to keep up with an ever-changing environment that challenges the sustainability of the mission and vision of an organization. In order to meet these challenges there needs to be a constant – and two critical constants are proper stewardship and increasing core competencies through accreditation.

Stewardship of the organization, program curriculum, staff resources, liabilities, finances, and board governance are paramount – and most importantly, is stewardship of the physical and spiritual health of the leader.
Artios Institute provides collaborative accreditation through coursework designed with stewardship as the focus. Through a peer cohort of fellow leaders, development staff and board members, your knowledge, skills, and capacity for change is strengthened and profound impacts are cultivated. In this two-year course, meeting two and a half days every other month for the first year and three times the second year, we will explore four foundational pillars:

1. An Understanding of Biblical Stewardship, Fund Development & Advancement 
2. The Keys to Balanced Personal & Professional Growth of the Leader 
3. The Core Components of Building Boards & Effective Teams
4. The Role of Strategy in Determining Vision & Direction 

Whether you are a seasoned executive or development leader, or just starting in ministry, this course of study will challenge and strengthen you and your organization – and prepare both for the challenges of today and years to come. This is an investment in stewardship you can’t afford not to explore. Examine the course elements and consider Artios Institute for yourself and your team.

  Review the Four Pillars               Examine the CCNL Credential

Leveraging the Passion of our Emerging Leadership in Philanthropy

Just a year ago in an article discussing the changing culture of nonprofits and the failing economy, I examined the decline of the nonprofit sector due to its failure of facing the realities of a changing market and demographic.* Following this marked decline, in just a few years we have seen an increasing flow of new blood in the sector . . . young leaders (I dislike tagging them “millennial”) are bringing a new passion and desire to impact their society.  

To this aging Boomer, having served most of my vocation in nonprofits, this brings a surprising feeling of promise and a desire to see them become empowered in a way my generation failed to realize through our efforts in the ‘60s and ‘70s.

This upwelling of philanthropic youth is more than evident here at the 50th International Conference of Fundraising in San Diego. The San Diego Convention Center is teeming with young people, wherein such a conference a decade ago would have witnessed an older attendee. In a review class for the CFRE – a certification for those with fundraising experience – there were quite a few young people who obviously did not bring experience of the level normally expected to such a class. I propose that not a few of them thought some of the material and processes discussed a bit mechanistic and antiquated. Additionally, the crowd was standing room only and overflowing the room of the First Timers orientation meeting.  This leads me to wonder what is the impetus of these new fundraisers? 

For those of us who have long been involved in nonprofit fund development, we may recognize the surge of funds now flowing from our generation’s estates, and how best to help divert them from the government and invest in charitable efforts. I sense, however, that the new conference attendees are not so much interested in investing these funds, but rather investing themselves in the empowerment of others. They recognize the weakness of government and institutions to meet the growing gap in services and bring a new paradigm to the task.

While wanting to encourage and empower this new generation, we need to sensitively guide them and their enthusiasm into this sector. Just as the ‘90s saw a growth of nonprofits that was impossible to properly fund, we can allow them to be change agents within existing organizations, as well as lead collaborations, acquisitions, and mergers which will increase capacity, reduce duplications, and bring a new face and paradigm to, not just the nonprofit sector, but to the for-profit sector and world-wide commerce as well.

How we assist, educate, encourage and empower this emerging leadership will be the fulcrum on which their impact is leveraged.  

http://ym.christianleadershipalliance.org/?CriticalShift

Seeking Counsel From Failure

Do you follow any thought leaders* for counsel and insight?  What happens if he or she has failed in their leadership?  Can that person still speak into your issues, or do you turn elsewhere?

For some that may depend on their sector and the type of failure . . . and what affect the failure is considered to have on the leader.  For example, in Christian circles, failure is often the “kiss of death” for a leader; in the financial world an ethical violation or fiscal misrepresentation will end any respect.

Less often, I fear, do people perceive the benefit of failure that results in even more reason to seek that leader’s counsel.  Where am I going with this?

An example may be seen in the repentant embezzler who speaks out on the lack of ethical oversight in his industry that allowed his actions.  Another may be the pastor who has gone through reconciliation from an affair who now counsels men on strengthening their marriage.  

Many are the quotes of leaders who state that failure strengthens leadership – even tempers it; making it stand the test of time and providing learning moments from which others can profit.  One such quote I embrace is Teddy Roosevelt’s, “Failure is the backdoor to success” . . . apparently his success came on the shoulders of his failures.  

We won’t accept pharmaceuticals without thorough R&D and lengthy testing, so why would we accept leadership ideas or direction from someone who has never been through the trials and fire of failure?  

Perhaps next time you interview someone for a position or a project, see if they’ve been tried by fire – and ask them to share their most beneficial failure.

Has your thought leader failed?  It may be even more reason to seek them out . . .

*See http://en.wikipedia.org/wiki/Thought_leader