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Archive for Organization Improvement

Planning tools: Guidelines for the roadtrip to Chicago

Saturday, June 11th, 2011

After the third day of long distance driving, yesterday’s events become our shared mythology. The three of us hone our stories of the road together. We want the adventure to have a myth of our making.

Our travels are a demonstration journey, a test of optimism and imagination. Twenty-six hours in the car with husband, wife and young adult daughter: this could be hell, you know. Our trip is spotted with highs and a few lows (like my passionate rant on why I deserved to sit in the front seat). By and large, though, we do just fine.

It’s the commitment to Chicago-by-Sunday that does it. There just isn’t any choice about whether we “get there or not”. And we’ve got Rules of the Road to live by written the day we leave Portland by the advanced soul that is our daughter:

Guidelines for Roadtrip Chicago June, 2011

  1. Don’t be mean! (Dad). If getting frustrated, hold your breath for 5 long seconds. Try not to suffocate. Then use your words, refer to the Guidelines if necessary.
  2. Spontaneity is a good thing! Be willing to adventure. Only be spontaneous if planned into daily schedule (i.e. “ahead of schedule, allow for spontaneity between 1-3PM).
  3. If you need to go to the bathroom, ask. Do NOT, under any circumstances, go in a water bottle while the car is driving.
  4. Do not feel (too much) stress.
  5. Have a good time.
  6. Don’t try and control something that you cannot control.
  7. Take your turn driving, but if you feel like you are falling asleep, tell the other passengers.
  8. Try not to sleep all day while someone else is driving. It is rude and may cause the driver to fall asleep b/c there is no one to talk to.
  9. Be willing to stop for ice cream.
  10. Don’t stop for hitchhikers.
  11. Laugh!

Vision, mission, values and a goal. Even on vacation, I can’t leave strategic planning behind.

Categories : Planning Tools
Fat Tuesday with Steve Kennedy
Creative Commons License photo credit: missmeng

How many times has one of your nonprofit Board members started a sentence, “I had this idea….”

In the innovative nonprofit organization, one trick is how you respond to half-baked ideas. Another trick altogether is how you know which one is worth putting back in the oven.

The May 16th New Yorker has an enormously interesting article by Malcolm Gladwell (a guy who seldom misses…) under the title “Annals of Business”. It’s called “Creation Myth” and subtitled “Xeox PARC, Apple and the truth about innovation.”

Key quote from Gladwell’s article:

…in the real, messy world of creativity, giving away the thing you don’t really understand for the thing you do is an inevitable tradeoff…

Are you able to talk with your staff and board in your nonprofit about what you understand, and ask good questions about what you don’t yet understand fully? It’s a worthwhile tool to develop if you’re interested in fueling creativity.

What lessons have you learned in your organization about fueling creativity in your organization? What tools do you use to engage in meaningful inquiry with your staff or Board? Please leave your comments in the box below.

Continuing our series of musings on nonprofit board retreats: This year, consider the single-issue all-day retreat.

With all that high-priced brain power in the room, why not dig deep into one question for which there’s no “right or wrong” answers?

Upside? Great opportunity to dig deep into a potential game-changing decision. Downside? This approach requires in-depth pre work for staff and Board leadership.

But when was the last time you (or your board members) had the luxury of full concentration and open inquiry? 

Here’s the pre planning steps…

  1. Your Board President, Executive Committee and staff leadership create or examine the long list of BIG, unresolved, issues that have arisen since your last strategic planning.
  2. You hold the issues up against your current mission, values and strategic goals to see where it “sits”.
  3. Choose the most challenging issue to discuss at your Retreat.
  4. Brainstorm the list of all the “unanswered questions” that relate. (You could even do a brief online survey of staff or Board to gather THEIR unanswered questions, or just to assess their level of ignorance. You might be surprised.)
  5. With your retreat planning group, determine together what facts, data or research can (reasonably and realistically) be gathered to inform the retreat discussions.
  6. Make research assignments, and figure out what information you want to circulate as pre-reading.
  7. Even with research, you’ll find you still have a list of unanswerable questions. These become the starting point for your retreat agenda design. The best retreat agendas “mix it up”. (We’ll be sharing more about retreat agenda designs and our tools later.)

A word of caution: The best issue is one that doesn’t need a definitive answer from the Board at the end of the retreat. The very best issue is one that provides you and your Board the opportunity to LEARN TOGETHER.

Example issues we’ve explored with our clients in these types of single-issue discussions

  • What’s the most recent academic research being done about [insert topic] and why should we care?
  • Should we commit resources to expand programming?
  • When will we be ready to buy our building?
  • How and why would we consider a merger?
  • How would we be different if we had a regional (instead of local) presence?

By the way, this is a terrific empowerment tool when you are transitioning from one Board President to the next.

Planning an upcoming Board retreat?

What have been the most successful (or not so) formats you’ve used in a Board retreat? Why did it work? What would you have liked to do differently? Please leave us a comment in the box below.

DSC_7523
Creative Commons License photo credit: Chloester

Dictionary definitions for the word “Retreat” (as in: “board retreat” or “staff retreat”) are revealing: To withdraw, pull back, recede, move into seclusion. When was the last time you took a group into seclusion? Perhaps it’s enough to head for the conference room at the nearby golf club, but we wonder if a real retreat might not yield better results?

What if your board or staff spent time together in some silence? In individual reflection? We find that retreat agenda yield more meaningful results when group discussion FOLLOWS individual reflection. We use prompted writing assignments, opportunities to walk alone in silent reflection, even (with the right group) collage-making assignments.

Part of our design strategy is based in opening up both introverts and extroverts, and to honor different learning styles. Frequently we find the most original thinking occurs when people start with solo reflection and THEN combine their ideas.

More about this to come.