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Archive for December, 2008

A well-planned leadership transition is a chance for organization growth, innovation and acceleration as an organization “heads around the curve”.  There is risk in transition, and there is also opportunity.  The hiring and transition from one leader to the next is a chance to:

  1. Examine the facts and articulate the current state;
  2. Assess and optimize the budgetary impact of the transition (both challenges and opportunities);
  3. Re-focus or recommit to organizational priorities;
  4. Clarify the values that you want to model during the transition and that will guide the selection; and
  5. Outline the goals the organization envisions achieving during the period of leadership transition.

For nonprofits, a Board’s first tier transition goals begin (almost always) with words that say:  “to attract high quality candidates and to secure the services of the best of them within the resources the non-profit has available.”

Second tier transition goals are the key strategies to develop, distinct for each organization and derived from an analysis of the UNIQUE point in time the organization is facing.  With clearly articulated first and second tier transition goals the Board can outline their leadership transition plan that weaves communications, brand and operational strategy that to address these questions:

  • What information will you share with the world, and discuss in detail with your candidates?  How can such information be shared most effectively?
  • What are your priority selection criteria?  What information, materials and/or references will you gather to assess each candidate (and when and how?)
  • What’s the work plan for decision-making?  Who is involved and in what way?  What’s the timeline?
  • How will you involve key stakeholders in the final interviews, meetings and/or selection processes to assure you optimize their buy-in to the new leader?
  • How (and which) Board and staff members will be involved?
  • How will you honor the passage of the retiring leader?  IF YOUR LEADER IS RETIRING, How will IT be positioned for maximum brand advantage?
  • How will you assure transfer of knowledge from “one administration” to the next?  What do you expect the retiring leader to document?
  • Traditions, rituals and niceties to consider?
  • What does the first month “welcoming” strategy look like, as you introduce the new leader to staff, Board, stakeholders and the community?

The opportunities of leadership transition, when optimized with well-considered goals and good planning, can have substantial impact on the success of the transition. Or, you can just hire the replacement and let the chips fall where they may.

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The Oregon Arts Commission has hired The Canoe Group to design and manage The Oregon Arts Summit 2009 to be held on Wednesday, May 13, at the Tiger Woods Center in Beaverton, Oregon.

The Summit will be a cross-sector event focusing on collaboration and innovation involving 300 key leaders from the arts, culture, education and business communities. The Canoe Group will oversee event planning, branding, communications and management. It will also integrate the use of online surveying and e-marketing strategies to inform event design and participant experience.

The daylong Summit will:

  • Remind us that we are all in this together;
  • Reinforce that no matter how crazy the world gets, or how strapped we feel, together we can imagine a better future for all Oregonians;
  • Explore new ways to collaborate and meet new partners; and
  • Demonstrate that innovative and creative organizations will prosper.
Categories : News & Updates
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Improving Strategic Dialogue In Nonprofit Organizations, Part 1

Tuesday, December 16th, 2008

I am often in the position to be a silent witness to some of the great facilitated conversations we have with our customers. I’m there for a purpose: to document the session with photography and a transcript. A transcript is one of many tools we use to help our customers, and its existence has a wide variety of effects. This is the first in a series of blogs describing these effects.

A highly selective view from the front of the room.
A highly selective view from the front of the room. Photo credit: David Frackelton

So why does The Canoe Group use a transcript to document group planning discussions? While there are many reasons, the most important is to capture what really happened at the meeting.

We have all participated in meeting where someone was driving a particular agenda. Agendas are a shorthand for what I would call stories we are committed to. Planning meetings are rich with stories and here is an abecedarium of agendas I’ve witnessed and transcribed:

  • We should get rid of A (person, practice or program) in our organization that is in the way of the progress we should have been making on B (person, practice or program).
  • I’m afraid that if we start doing the C project everyone is excited about, critical issues D and E will become much worse.
  • We have a new opportunity here to do F better and I’ve got to personally push it or it won’t happen because G (person, practice or program) is in the way.
  • We are in a deep crisis and leadership by H (person or committee) is required.
  • We continue to be stuck talking about issue I all these years and yet the problems of J and K have not gotten any better in spite of many conversations like these in the past.
  • Those big personalities (L, M and N) do most of the talking and we need to hear other voices in the room, particularly from O.
  • I’ve got to get a complement in about P (person, practice or program) from Q (funding institution) so that they pay attention to me the next time R (funding request) happens.
  • The R, S and T board committees aren’t doing their job and that needs to be fixed by U right away.
  • I’ve got this wonderful story about how things used to be and how important it is to remember V (person, practice or program) as it applies to current situation W.
  • X is what we have been doing successfully for years and we need to continue to improve it before we look at Y and Z programs.

I’m sure that some of these stories sound familiar, as this is the normal “stuff” of facilitated meetings. Individuals’ preoccupation with their stories is not misbehavior or even a problem, but rather what happens when groups of people get together to talk about things they are passionate about.

These stories frequently find their way on to flip charts and into the group exercises used in facilitated meetings. When passed through the filter of group decision making, the stories influence and guide the subsequent reports, action plans and operational activities. Stories are the important learnings that need to be exposed in order to support the next stage of development of an organization.

So about our frequent use of transcripts… we’ve found they are an important part of a thorough technical analysis of a planning session (one of several I’ll be talking about over these next few entries). Transcripts provide a meaningful way for participants to review and reflect about the meeting. They are frequently essential documents when an organization has a lot of history or a critical problem to solve.

Next time I’ll write about what we do with these transcripts and particularly the use of wordle.net as an analytic tool during and after the meeting.

Categories : Process Tools
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Practical Creativity in Today’s Non-Profit

Tuesday, December 16th, 2008

I wanted to pull together a couple of threads from my online readings. Last week Al Kamen, who writes a daily column for the Washington Post, reported, “Change is coming to FEMA.” He noted that

“[FEMA], a tragicomic disaster since Hurricane Katrina in August 2005 – and even before then – looks to be getting a facelift under the Obama administration… First off, the likely plan is to break off the agency from the Department of Homeland Security…”

Andrew Taylor, whose blog The Artful Manager is one of our favorites, says:

“For four decades now, nonprofit arts and culture organizations have focused on a corporate ideal. But what if, all along the way, we fundamentally misunderstood what it meant to be run “like a business”? What if our management metaphors actually contribute to the problems we hope they will solve – separateness, disengagement, inflexibility, entropy, and stress?”

Running like a business once meant long-term plans with multi-year budgets, departmental competitiveness, and an intense focus on the bottom line. As we watched the city of New Orleans flood, and as we now watch corporate America drowning in red ink, we wonder: What are the lessons learned? What is “the same” about the government’s response to Katrina; the financial industry’s ethical stretch with sub-prime mortgage lending; Detroit’s continuing production of gas-guzzlers?

In all of these examples, large, multi-layered institutions continued to pursue business-as-usual in the face of rapidly unfolding, disastrous situations. All three involved “human eco-systems” that chose to ignore early warning signs, expert counsel and predictive and unassailable data.

The further we get from the ground, the closer we get to pie-in-the-sky. It didn’t take reading tea leaves to see that gas-guzzling dinosaurs were reaching their end game or that New Orleans was only one hurricane away from breaching the levees. My husband says, “When the writing’s on the wall, ’tis no time to be illiterate.” He’s right. Making choices and making change requires a kind of practical creativity that starts from a stone-cold sober examination of the ground you’re built upon.

David Brooks, the New York Times op-ed writer, suggests these are among the attributes in Obama’s stellar cabinet. He sees open-minded people who are persuadable by evidence and leaders who have practical creativity. Brooks says, “Any think tanker can come up with broad doctrines, but it is rare to find people who can give… a list of concrete steps to do day by day…”

A person – or an organization – that has “practical creativity” engages both left and right brain thinking. Being practical, a person (or a non-profit organization!) stays connected to the physical, tangible reality of here and now. The dishes get washed, the leaves get raked, reports are generated in a timely fashion. Being creative, the same person or organization envisions a new future, solves problems, and innovates new approaches.

The capacity to learn is the capacity that links practicality and creativity. The practical person may be able to accomplish tasks from sun-up to sun-down, but without creativity, will not adjust, adapt or learn. The creative organization may routinely imagine and implement new programs and methods, but a practical examination of the results is necessary to learn from all that innovation.

Perhaps non-profit organizations should not try to “run like a business”. Perhaps what we should be seeking is practical creativity. Perhaps it is only when we harness practicality and creativity that learning is possible. Perhaps we cannot tell what the future may bring, but we need to build organizations that can accomplish, innovate, examine, and adapt. Perhaps non-profits have some of the answers the private sector is seeking. Perhaps….

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