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UVM Extension Building Capacity Blog

The 3 Most Important People to Invite to Your Next Meeting

Posted: June 9th, 2011 by capacity

Did you know that the average American spends between 3 and 5 years of their life in meetings? And most people dread every minute of that time. We are a culture that is addicted to meetings but sadly we don’t do meetings very well. Whether these meetings are related to business, community issues, or personal—success depends on good planning and a few key guidelines. Yet most of us spend very little time practicing the skills that can lead to highly productive meetings.

The are three important roles that significantly increase the effectiveness of meetings. If you want your next meeting to be a success, then begin by identifying some folks to assume the following three roles.

Timekeeper. The timekeeper’s role is to keep one eye on the agenda and one eye on the clock. As the time limit for a particular agenda item draws near it is the timekeeper’s job to speak up and make that clear to the group. This notice provides the group time to wrap up the discussion, settle on an action item or extend the discussion.  In some instances when the discussion is rich and engaging, the group may decide that they would like to extend the time for that particular agenda item.  This is fine provided the group agrees and that the adjustments are made to the agenda. Usually these adjustments involve postponing some item(s) to a future meeting or, more rarely, extending the meeting end time.  It is important that this decision be made explicitly. Agreement should follow whatever decision-making rules (majority vote, consensus, etc.) the group has agreed to in advance.

Recorder (aka Minute taker). There are many individuals that would agree this is the most powerful position at the table in any meeting. The keeper of the minutes is responsible for recording the decisions reached by the group and/or any action items that result from discussion. There is an art to good minute taking. Minutes, in most instances, should not be a verbatim account of the meeting. Minutes should be concise, accurate, and follow the outline agreed to by the group.

Facilitator. The final critical role in a successful meeting is the facilitator. Contrary to popular understanding the facilitator does not need to be the Chair, or convener, of the group. The facilitator may or may not be a member of the group. The decision to recruit an external facilitator is something that should be determined well in advance of the meeting. The facilitator’s role is to protect the process of the meeting. A good facilitator will work with both the timekeeper and the recorder to ensure that the meeting is moving along, that the agenda is being followed and that there is clarity on any decisions that are made.  The facilitator needs to ensure that everyone is participating, that the tone of the discussion is civil, and that everyone is staying on track.  A skilled facilitator knows how to guide a group through conflict and uncomfortable discussions without alienating participants or avoiding the difficult issues.

If you have all three of these roles filled, it is likely that your meetings will take a giant step toward success and your participants will start to appreciate meetings more.

A couple of additional considerations will make your meetings work more smoothly.

Stick to the start and end times. It is disrespectful to those that arrive on time to begin a meeting late. If there are unusual circumstances that might warrant waiting a few minutes it is good practice to check in with those present to get permission to delay the start of the meeting. Likewise, if you are in danger of going over your end time you should always acknowledge that and get agreement from those present.

Rotate the roles of facilitator, recorder, and timekeeper. This provides everyone with an opportunity to practice these skills and gives everyone some ownership of the progress of the group.

 

All Onboard! The importance of orienting your board

Posted: June 2nd, 2011 by capacity

Most of us are, or have been, on a board or steering committee, joined a group, or worked with others on a club or community project.  We m ay have had a formal or informal orientation or had little introduction to the group at all. Our first interaction with a board, committee or group shapes our relationship with, and expectations of, the group. If your board is welcoming new people to serve, remember that orienting and educating new members, or reorienting experienced members, is key to effective board development.

Here are some reasons to conduct board orientation, and ideas of when to do it, from the Community Toolbox , a resource from the University of Kansas, whose mission is ‘promoting community health and development by connecting people, ideas and resources’.

Why is it important to welcome and train new Board members?

A proper welcome and training will help new members…

  • Take on their roles in the organization both quickly and comfortably.
  • Feel more connected to one another.
  • Feel more connected to the organization.
  • Better understand their role on the Board — why they were asked to join, and what is expected of them as members.
  • Operate from the same “script” — that is, to understand the vision, mission, and their roles in the organization in the same way.
  • Feel more motivated to do a better job.

When should you welcome and train new Board members?

It depends on your organization, how often you meet, and how often new members join the Board. Many Boards find that holding an official orientation session once a year, either before a regular meeting or during the organization’s annual retreat, makes most sense. If your group has a certain time of year in which it recruits new members, it makes sense to hold this meeting immediately after new members have been recruited.

Recruitment can also take place both more casually. A more casual approach makes most sense when:

  • The organization is local and/or very small
  • The new Board member already knows most of the existing Board members
  • The new member is already very familiar with the organization’s work

For that type of Board member, there’s almost never a bad time to welcome them to the Board family — this informal orientation can occur as needed with very little fanfare.

For more information about Boards in general, check out http://www.ncnb.org The National Center for Nonprofit Boards, or The Blue Avocado at www.blueavocado.org/ “practical, provocative and fun food-for-thought for non-profits.”

Measuring the Impact of Your Volunteer Program

Posted: June 1st, 2011 by capacity

I recently encountered an article by Tony Goodrow on calculating the Return on Investment (ROI) of a volunteer program.  He offered some very thoughtful ideas and I want to share some of them with you.  Goodrow began his article using a quote attributed to authors of business management, most frequently to Robert Kaplan, founder of the Business Scorecard (BSC).  Take a moment to ponder this quote in relation to your volunteer management.  “If you can’t measure it, you can’t manage it.” Is there a message here for you as a manager of the volunteers for your organization?  Do you focus on calculating the wage replacement value (volunteer hours times some dollar figure per hour) to quantify the value of your volunteers?  This is the process that has been used for many years.  Is there a better way?

Moving toward taking a look at the ROI of your volunteer program, do you look at the wage replacement value against the cost to recruit, train, place and recognize the volunteers? The focus of this calculation would target the goal of minimizing the dollars spent against maximizing the hours volunteered.  Volunteers are an asset for the organization, just as cash is an asset.  For most nonprofits and organizations, these assets may very well be in short supply.  Traditionally we have looked at “trading one scarce resource for another” (Goodrow, 2010 p.5).  Goodrow suggests that we treat “the two as part of the same resource pool, that we spend as efficiently as possible to achieve the organization’s mission.”

When we consider adding accomplishments achieved by our volunteers to a calculation of ROI, we think of a common concern voiced by contemporary volunteers that they want to make a difference.  Volunteers are buying an experience with our organizations using their most precious resource, their time.  It is our obligation to focus on their accomplishment and how they made a difference through there volunteer effort.  Think about measuring their success against the mission of your organization.  It is a shift in thinking about measuring success of our volunteer program from inputs (the hours they contribute or time on a clock) to outputs (what are the accomplishments).

How do I measure accomplishments of our volunteers?  I first need to identify outputs that  reflect accomplishments of the volunteer’s effort.  Look for actions, goals, or other activity that can be counted.  For example, trees planted or meals served.  Volunteers with your organization may be involved in several activities or events.  Knowing the ROI for each activity, will give you information that you can monitor over time to manage the volunteer staff to the best advantage.

You might even consider another variable for consideration and place a value on the outputs as they are related to the mission.  This will give you a new perspective on prioritizing the work of volunteers.  As I suggested in the Identifying Roles for Volunteers (asynchronous learning opportunity #1), you could use a wish list.  You can identify a role for one volunteer, such as one single task you want that volunteer to accomplish for your organization.  Focus on defining the task, not creating a position title.  When your list is complete and ranked with the most important task as #1, this list will be a starting point in assigning relative values for each task or output.  The number of volunteers you would recruit to accomplish each task also provides a clue as to its relative value.  Let’s say I was operating a local food bank, part of the Feed America Network.  Looking at my ranked list of tasks, I would recruit 10 soup kitchen cooks (my number 1 task) before recruiting a home visitor (my number 2 task) for our organization, as the value of the task of soup kitchen cook would be greater than for the task of home visitor.  The value assigned to an output is arbitrary.  However, if your well-prioritized list identifies tasks or outputs that focus on reaching the mission of the organization and you maintain the values to apply for each output from year to year, you can compare ROI over time.

As a manager of your volunteers, you want to utilize your human and cash resources wisely.  Measuring their number and hours of contribution is the place to start.  What tasks or outputs do the volunteers do that are at the core of your mission?  It is important for you to know how they contribute to the mission and vision of the organization.  More importantly, recognize the volunteers for their success in doing just that.

How Resilient is Your Community?

Posted: May 18th, 2011 by capacity

In recent weeks many of our communities have been tested by flooding and other weather-related challenges. Meanwhile the economic news indicates that federal and state spending will continue to diminish. Of course these events will impact our communities. However, history proves that some communities emerge from these challenges stronger while others struggle unsuccessfully. How resilient is your community?

The qualities of resilient communities—those communities that take intentional action to build their capacity to respond to challenges—can be summed up in four dimensions: people, organizations, resources and process.

Within communities, strongly held beliefs and attitudes create community norms that either promote resilience or hinder it. Resilient communities exhibit a sense of pride and openness to new ideas. They value education and demonstrate an awareness of the economic impact of social issues. Their leadership base is diverse and mobilizes the community around a common vision. People in resilient communities have a ‘can do’ attitude.

Communities need resources in order to get things done but the presence of resources does not guarantee results. More important is how the resources are viewed and utilized by the community. Resilient communities are aware of and build on their local resource strengths while strategically seeking external resources to achieve their goals. They view external resources as supplemental and temporary.

Following are five strategies that any individual or group can begin to work toward to make a community more resilient.

Strategy #1 is open communication. Good communication requires an open and transparent process, opportunities for all sides to have input, and time to gather information. Your goal should be to get the information out so that any reasonably interested citizen would be aware of what is going on and have an opportunity to participate in the conversation.

Strategy #2 is a timeline. No one wants to be part of a process that has no end in sight. Request that decision-making bodies set clear deadlines for each phase of the deliberation, post those dates publically and then move through the process as planned.

Strategy #3 is positive reflection. Rumors, negative publicity or hostility toward those with opposing opinions must be discouraged. All discussion should be generated from a place of mutual respect. Positions should be framed in ways that do not make other options seem “wrong”.

Strategy #4 is compromise. The key to successful negotiation is figuring out a way that all sides can win. Maybe not exactly what they thought they wanted but something that will be of equal or greater perceived benefit.

Strategy #5 may be the most important – a shared vision for the community. If there is not a shared overall view of what matters and why then trying to resolve issues involving values and scarce resources will never be resolved in a satisfactory way and there will be perceived winners and losers which will contaminate future discussions.

Each of these strategies result in communities that are more resilient, more livable and more attractive to its citizens. For more information on how to make your community stronger please check out the UVM Extension website.

Conflict Management

Posted: May 5th, 2011 by capacity

The aim of an argument, or of discussion, should not be victory, but progress. Joseph Joubert

Conflict isn’t necessarily a bad thing. “From conflict arises progress.” I’m not sure who said that and I couldn’t find the quote on the internet. But I can’t take the credit.

That conflict can have positive impacts is not a new idea. A similar sentiment was professed in the mid 1800’s by Frederick Douglass, a former slave, leader of the abolitionist movement and an eloquent speaker and writer. In his words:

The whole history of the progress of human liberty shows that all concessions yet made to her august claims, have been born of earnest struggle. The conflict has been exciting, agitating, all-absorbing, and for the time being, putting all other tumults to silence. It must do this or it does nothing. If there is no struggle there is no progress. Those who profess to favor freedom and yet depreciate agitation, are men who want crops without plowing up the ground, they want rain without thunder and lightening. They want the ocean without the awful roar of its many waters.

Conflict energizes us and moves us to right wrongs, try harder, and go out of our way to help others.

Photo by Simon Rankin

It also gets in our way if we let it. Too often, conflict’s negative impacts outweigh the positive, leading us to close our minds and our hearts. In the workplace, in communities, and at home, conflict can be a source of motivation – or it can lead to gridlock and the potential shutdown of the federal government.

Much has been written about negotiation and conflict resolution, but one thin paperback has stood the test of time. Fisher and Ury’s Getting to Yes: Negotiating Agreement Without Giving In was first published 30 years ago in 1981, and it is still at the top of conflict resolution reading lists.

Fisher and Ury advocate for principled negotiation, similar to seeking a win-win strategy. Principled negotiation has four primary points (Fisher, Ury and Patton, 1991, pages 10-11):

  1. People: Separate the people from the problem.
  2. Interests: Focus on interests, not positions.
  3. Options: Generate a variety of possibilities before deciding what to do.
  4. Criteria: Insist that the result be based on some objective standard.

Sounds simple enough. And it is with practice and discipline. Greater detail and several examples can be found in Getting to Yes along with ways to deal with obstacles to principled negotiation.

This is something that you can try at home – and at your workplace and anywhere else you find yourself dealing with unproductive conflict. Knowing how to deal with conflict effectively is an essential organizational survival skill, and it may just come in handy next time you’re figuring out who’s turn it is to mow the lawn.

Photo by: nouQraz

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