Dancing With the Stats

Person using macbook to track statistics

Tracking the statistics for a non-profit is an important part of fulfilling accountability measures of funders. Every non-profit should have a statistics gathering strategy. This will ensure that data is gathered accurately and becomes a part of the regular activities of your non-profit.

Your statistics gathering strategy should include:

  • Who will do it – It should describe specifically who in the organization will be responsible for day to day statistics gathering for each program and service and who will be responsible for compiling the overall statistics for the organization. Be sure to include this task in the appropriate staffs’ job description.
  • When it will be done – Deciding on when statistics will be gathered is an important part of ensuring consistent handling of data. You may want to set daily, monthly, quarterly and yearly deadlines for statistic submissions.
  • How to gather the data – The strategy should outline what tools will be used to gather and manage the statistical data. It should include copies of the tools that are going to be used, such as a template.
  • How the data will be used – Spelling out exactly how the data can be used is important. Once you have decided how you will use the data, be sure to draft a policy to guide the use of this data. This ensures that all staff are aware of acceptable use of organizational statistical data.
  • Where the data will be stored – There are decisions that must be made such as will the data be stored solely electronically, or will the organization prepare a yearly report that provides the statistical data from that fiscal year, so that it can be shared with funders or potential funders in hard copy.

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For more resources, see our Library topic Nonprofit Capacity Building.

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4 Things to Include When Writing a Report to Your Funders

Business professional working on a report for funders

Writing reports for funding received is as important as writing your initial proposal. Too often we forget that our funders are very dependent upon written reports to provide accountability for their own activities and actions. It is through details of these reports that they are able to promote themselves and convince more people to invest in them, which may result in more funding for your organization over the long term.

But there are components that it is important to include in your reports to your funder that will allow them to use the tools you provide in your report to their most efficient and effective capabilities. So when you write a report, include the following:

  • Outcome measurement chart- This tool will allow your funder to see the progression of your plan, activities and outcomes at a glance. So make sure you keep it updated throughout the lifetime of the project to ensure you don’t miss any valuable lessons learned by your project.
  • Testimonials – Funders love testimonials. So if you can get written testimonials from clients who have participated in the project and felt their lives were impacted in a positive way, this is probably one of the greatest marketing tools that you and your funder could have.
  • Lessons learned – It’s vital for a funder to know that their investment left some kind of a lasting impact. So if you include lessons learned, it means that you have learned valuable information that both you and your funder can share with others who may hope to try to implement the same type of project that you have done.
  • Financial Report – Every report to a funder must include a financial report and in many cases must be accompanied by copies of receipts. Your financial report becomes a part of your funders accounting system and is an important piece in them being able to meet their financial accountabilities to their contributors, government and consumers of the grants they provide.

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For more resources, see our Library topic Nonprofit Capacity Building.

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Being a PM doesn’t mean I have to chase people on tasks, does it?

As with many walks of life, there are many views on project management. The following short discussion demonstrates brilliantly the differing views of people relating to the task of project management and the responsbilities of a project manager.

When having met an organisation recently I was talking to a few project managers, and one of them said to me: “being a Project Manager doesn’t mean I have to chase people on their tasks does it” (to provide some context, this was a relatively small firm with small project teams – less than 6 key people in each project team).

It’s an interesting question as on this alone you get completely different behaviours (and processes) among Project Managers, and resulting from this alone you can get very different results from projects.

Let us know your thoughts on this question?

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For more resources, see the Library topic Project Management.

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How Can Companies Craft the Best Social Media Policies?

Social-media-applications-on-a-screen.

Smart Social Media Policies

Progressive businesses now embrace social media to broaden their marketing and increase revenues. They’re eager to reach out to their customers online and engage them in meaningful ways. So;

  • What social media guidelines should employees follow?
  • How can management weigh social media risks vs. opportunities?

Companies Need Two Social Media Policies

Overall, B2B, B2C, nonprofits and governments find that they need TWO social media policies.

Policy #1: Personal conduct codes for all employees’ access to, and use of, any social media while on company time or computer systems.

Policy #2: Guidelines for employees with any responsibilities that involve social media use.

Social Media Policies Must be SPECIFIC

Management must be thoughtful about clarifying their values and intended use of social media, then translate that into specific authorities and boundaries. For instance, are employees permitted to:

  1. Access their PERSONAL social networking accounts while on the job?
  2. Use the organization’s trademarks, such as a logo, when posting content on their social media sites?
  3. Voice personal opinions on company social media accounts?
  4. Post without first obtaining permission and/or approval?

Management should clearly define company objectives, conduct codes, usage guidelines, and authorities, then treat these policies similarly to all other HR policies. Have these written policies reviewed by legal counsel, discuss them with employees, give employees a chance to give feedback and ask questions, and be sure to obtain signatures on an agreement page.

Post these policies in places that are easily accessible to employees, and review the policies often. The internet, and social media, change fast. Be sure that your policies do, too.

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For more resources, see our Library topics Marketing and Social Networking.

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ABOUT Lisa M. Chapman: With offices in Nashville Tennessee, but working virtually with international clients, Lisa M. Chapman serves her clients as a business and marketing coach, business planning consultant and social media consultant. As a Founder of iBrand Masters, a social media consulting firm, Lisa Chapman helps clients to establish and enhance their online brand, attract their target market, engage them in meaningful social media conversations, and convert online traffic into revenues. Email: Lisa @ LisaChapman.com

Constructing An Effective Grant Proposal (First Part of a Series)

a-person-trying-to-construct-a-grant-proposal.

So, you’ve completed your research and are ready to start writing!! The question, now, is how do you go about structuring your grant proposal?

For those circumstances where the funder provides specific guidelines, there’s only one rule worth remembering: “Follow those guidelines to-the-letter.”

But what about those many occasions when there are no guidelines for preparing the proposal? There are many examples on the web — just search for grant proposals, and hundreds, if not thousands, of hits will result.

Grant consultant web sites offer free information on formatting a proposal. My favorite is the Foundation Center’s Proposal Short Course at, http://fdncenter.org.

One of the best ways of learning how to structure a grant proposal, however, is by reading any lead article on the front page of the New York Times … or other daily newspaper. Grant proposals follow the journalistic model of who, what, when and how.

I once taught a proposal writing workshop for junior development professionals who were in their positions for less than six months. Their class assignment was to start writing so we, the faculty, could offer a critique. One participant turned in a near perfect first draft. When we questioned her as to why she was attending the class, she said she’d only been a development writer for three months. So we asked what she had done before? She had been a reporter !!

Structuring a proposal requires clear, concise writing. As in a NY Times article, the proposal writer needs to engage the reader by presenting a compelling case outline in the first paragraph or two. That introduction should include a statement of the issue to be addressed, why the applicant has the capacity to address it, how it will be addressed, who will be affected and how much it will cost.

The rest of the proposal then expands on each of those elements. Like the newspaper article, the lead tells all there is to tell and then entices the reader to learn more.
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Watch for future (Grants) blogs in this series, discussing each of those elements. Part Two, next Tuesday.
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Have a comment or a question about starting or expanding your grants program? Email me at Andrew@GrantServices.com..

Carrying the Stone – Part 2: Listen for Feelings and Needs

Women colleagues talking while listening to their feelings and needs

My last blog was about not carrying someone’s stone – that is, pay attention to when you step in and fix someone else’s problem that is not yours to fix. I suggested instead for you to take some time to discern what is yours to do vs. not. Perhaps some of you had a hard time with that this week, maybe others of you caught yourself and were able to let the stone lay where it needed.

This week I want to write about how you can connect with someone who’s in the midst of a struggle in an authentic way of caring, yet not do their work for them. Marshall Rosenberg’s work called Non-Violent Communication (NVC) has led to a significant shift in how I view the world and has led me to be more conscious of my words and actions with others. I’d like to share, in a very short way, his four steps for compassionate connection with others.

The four part process involves Observing without judging what is happening as being either good or bad. Practicing observation without evaluation or judgment starts you on the road to being present to what is happening, to describing events without claiming rightness or wrongness.

The second step is identifying the Feelings you or the other has in a situation, again without diagnosing or evaluating. Paying attention to the feelings that are emerging will help your co-worker bring awareness to themselves rather than focusing on the actions someone else did that may be causing the problem or hardship.

The third step is identifying the underlying Needs that are not being met in the situation. Rosenberg suggests that our feelings often direct us to what our needs are, like a ‘check engine’ light in your car. Having your co-worker connect with their feelings allows them to get in touch with their underlying needs. Rosenberg says there are basic universal needs people from all cultures have. These needs are what make us human, such as respect, autonomy, harmony, love.

The final step is to make a Request of another to help meet the unmet needs in that situation. After listening to your co-worker’s feelings and getting clear on their need, you could ask ‘What would help you meet your unmet need’? This focuses on effective strategies that will meet needs rather than continue the blame game your co-worker may be playing.

Rather than blaming, criticizing, guilt-tripping or condemning, NVC offers a four part process for communicating (Observation, Feelings, Needs and Requests – OFNR) that focuses on identifying what is honestly going on and then communicating from that place of authenticity and openness. I have found this has greatly enriched my relationships at work and home.

1. Observe non-judgmentally what happens in work situations

2. Listen authentically for your own and another’s feelings

3. Discern what you or another’s needs are

4. Identify strategies that can help you or another meet their needs.

Rosenberg’s book “Non-Violent Communication: A Language of Life” explains this four part approach in greater detail. I’ve enjoyed and learned a fair bit as well from Rosenberg’s DVDs, which capture his humor and depth. If these ideas resonate with you, I encourage you to explore these resources further.

I invite you to focus on what you are feeling and needing in a challenging or troubling situation sometime this week. See if you can get clear on your feelings and needs and explore a strategy that will help you connect with your true nature of caring, loving, giving, and receiving.

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For more resources, see our Library topic Spirituality in the Workplace.

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Linda is an author, speaker, coach, and consultant. Go to her website www.lindajferguson.com to read more about her work, view video clips of her talks, and find out more about her book “Path for Greatness: Spirituality at Work” available on Amazon.

Unpack Your Backpack

Man-Wearing-Gray-Blazer-sitting-beside-a-backpack

During a recent coaching session, my client was overwhelmed and stressed because of all of his responsibilities. He said his shoulders felt weighted down, like he was carrying a heavy backpack.

I asked what he would like to accomplish on our call – emphatically he stated he wanted to get things in his life sorted out. I asked “How would you like to go about doing this?” After a moment he replied, “I want to unpack my back pack. I don’t even know what’s in there anymore.”

So that’s what we did, unpacked and prioritized what to do with the items in his backpack. At the end of our session, he had focus and an action plan. This made him feel lighter and under control again.

What a great metaphor – “Unpack your Backpack”

What’s weighting down your backpack?

What’s your plan to unpack it, focus and take action on what’s in there?

For more resources, see the Library topic Personal and Professional Coaching.

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Pam Solberg-Tapper MHSA, PCC – I spark high achieving business leaders to get on fire about their lives, develop their leading edge, be extraordinary and do great things for their world. How can I help you? Contact me at CoachPam@cpinternet.com or LinkedIn: http://www.linkedin.com/pub/pam-solberg-tapper/13/600/745

Get Specific

Businessman Sitting at Desk Working on Laptop

If I were to ask you if your company or organization had a crisis plan, more than likely you would answer, “Yes.” That’s because managers are increasingly becoming aware of the need to be prepared when something goes wrong.

On the other hand, if I were to ask if your crisis plan stipulates detailed steps to be taken in each of a number of very specific situations at various levels of severity, I’d be willing to bet your answer would be “No.” That’s because far too many crisis plans are generic rather than specific in nature, that is, the plans refer to what to do in a crisis or emergency in general, as if one size fits all. Well, it doesn’t.

This quote, from an article by Carole Gorney of The Cline Group, describes a commond finding when a crisis manager begins work with an organization. As the article states, every organization is vulnerable to many types of crises, and they are often varied enough to require customized crisis management plans. Although there will always be disasters that you simply could not have seen coming, taking the time to sit and brainstorm not only on every likely possibility, but also detailed ways to handle those possibilities, will make your crisis planning infinitely more effective.

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For more resources, see the Free Management Library topic: Crisis Management
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[Jonathan Bernstein is president of Bernstein Crisis Management, Inc. , an international crisis management consultancy, and author of Keeping the Wolves at Bay – Media Training.]

Branding for Easy Promotion

Branding on a laptop screen

Free or Nearly Free

Tell the community (or the world!) about what you have to offer. Enhance your professional (or creative, or social) reputation. Attract new customers. Grow your name recognition and brand. Increase your bottom line. And do it all for pennies.

Who is your target market?

If your business (AAA Computers, Inc.) fixes computers, then who are your ideal customers? Are they the families in the neighborhoods near your shop? The small businesses in your local business district?

What does your brand stand for?

First and foremost, your brand must represent something that others want. What’s most important to your target market? For the computer fix-it business, these benefits are important to your ideal customers. Your services are:

  • Accessible. Immediate service when they have a need … even nights and weekends.
  • Affordable. They don’t want to sink $500 into their two year old laptop. But they don’t want to go through the time and expense of buying and loading a new one, either.
  • Answers. You solve problems. Quickly and easily.

Make ‘word-of-mouth’ marketing EASY

AAA Computers, Inc. now has services that solve its customers’ problems, and is RIPE for word-of-mouth advertising, primarily free.

Stick with one message that you repeat in every advertising medium. For instance:

AAA Computers, Inc.

Accessible, Affordable Answers

This is a memorable message that succinctly promises the benefits of your service. When you create goodwill with customers by actually DELIVERING those benefits, they will tell their neighbors, their kids’ teachers, and their golf buddies. Word will travel, and your business is easy to find because you tied the benefits to the message and the name.

Now, go forth and print door hangers for those neighborhood homes. Post bulletins at the grocery. And leave a stack of business cards at the nail salon.

What makes your business flourish?

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For more resources, see our Library topics Marketing and Social Networking.

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ABOUT Lisa M. Chapman: With offices in Nashville Tennessee, but working virtually with international clients, Lisa M. Chapman serves her clients as a business and marketing coach, business planning consultant and social media consultant. As a Founder of iBrand Masters, a social media consulting firm, Lisa Chapman helps clients to establish and enhance their online brand, attract their target market, engage them in meaningful social media conversations, and convert online traffic into revenues. Email: Lisa @ LisaChapman.com

Unleashing the Power of your Story—VI

Anonymous person reading a story book

The Essence of Story work

This post is the last in a series about Creating your Leadership Story—how you can learn to see your original systemic story; how, particularly in high stakes situations, it inserts itself into your present day leadership behavior; and how, if desired, you can change your story. The fundamental premise is that you as a leader can learn to see your story—how you have learned to operate in systems–identify ways that it inhibits and ways that it helps you reach your goals, and create a new leadership story that is more aligned with the kind of leader you want to be.

In some ways story work is very complex. It involves learning to see patterns that have reverberated throughout your life and learning to understand the essence of how you have interpreted your experience of the human condition. In other ways it is very simple—there is an identifiable, straightforward set of steps you can engage in to discover and change your story. I call these steps “the essence of story work.” Here they are:

1. Identify and Clarify an important present EVENT: Identify a present situation with which you are having difficulty. A good place to start is with the question: “What is the most challenging leadership situation I am dealing with right now?” Clarify what is happening and how you are responding to it—your behaviors, your thoughts, and your feelings. You might say something like (this is a real example), “My biggest challenge is dealing with all the diverse constituencies in my organization and surrounding community. I try to keep them all happy so that I can hold the system together. That is my job as leader.”

2. Identify the PATTERN: Ask yourself “Is this the first time I have had this kind of experience and responded this way, or have I behaved in this way before?” Invariably, if the event is truly a significant, challenging, high stakes one for you, you will find yourself saying something like, “Oh I’ve been in situations like this several times before,” or, ”I’ve always done this,” (as the leader above said) or, “I have responded this way since my first job—no I did it in college too…well, now that I think about it, I also had this kind of experience in high school and Jr. High.” Now you have identified a pattern of behavior, and accompanying assumptions and feelings, that you have repeated many times throughout your life. The chances are very high that the pattern you see and your deep systemic story are mirrors of one another (mirrors not in content but in structure—the plot line, the character structure, your implicit assumptions, and what you tend to do).

3. Explore your Story (the STRUCTURE): Ask yourself, “What role did this pattern play in my original systemic story?” Or, “How did this story line play out in the first system of which I was a part?” Think through examples that occurred as you were growing up. Identify the major players and their roles, including the role you played. Identify the “story you told yourself” about what was happening—your thoughts, assumptions, actions, and feelings. By this time in your reflection process, who will have a very good picture of the difficulty part of your systemic story–the part which, when activated in present day situations, holds you back. At this level, the leader above said, “I was the youngest child. I had several brothers and sisters who had already moved away. I felt it was my job to hold the family together so they would come back. I did that by keeping everyone happy. Oh! That’s the same way I’m trying to lead in difficult situations today!”

4. Explore alternatives: When you see your patterns and your story, you can identify clearly the behavior you have engaged in and the assumptions you have been making. For example, one of the assumptions of our leader above was, “It is my job to hold the system together.” Another one was, “the way to keep people together is to keep them happy, to please them.” Usually we make these kinds of assumptions without even realizing we are doing so; they are implicit. Through story work, our implicit assumptions become explicit and, therefore, more easily changed. Ask yourself, “do these behaviors, thoughts and feelings I learned early on really fit my present day situation?” Usually the answer is no. Usually you see that there are other behaviors, assumptions, and feelings that will serve you better in your current circumstances. For example, our leader above may adopt a behavior of putting issues squarely on the table and an underlying assumption that working through tough issues is good for an organization.

5. Choose your new story: At this point, you have a good picture of your systemic story, how it has contributed to patterns of behavior over time, and how it plays out in present day high stakes situations. Let’s say your difficulty story is something like: “I never say no to new opportunities and challenges because I don’t want to be seen as inadequate. As a result, I get incredibly overloaded and stressed.” The story you choose is, “I say yes when I truly want to, I say no when that is called for, and I negotiate when I think appropriate. My life is in balance.” Then identify behaviors and assumptions that will support your new story, for example, sometimes saying no to authority and assuming that people will respect you rather than think less of you for standing up for yourself.

6. Practice, Practice, Practice: To bring your new story into being, identify specific behavioral experiments in which you will try out your new behaviors and assumptions. For example, “In our upcoming budget meeting, I am going to state my position very clearly and not cave in when people question me.” You might begin your experiments in situations that are lower risk and later try them in situations that are higher risk. For example, holding your own in the budget meeting may be less risky for you than opposing your boss in a 1/1 stand off. Try your experiments and notice what comes up—what you think, what you feel, what you say to yourself. Chances are you will feel some satisfaction at having tried something new and some anxiety in having tried something unfamiliar. Though we wish that it did, seeing the old story is, in and of itself, not enough to make it “go away.” The old story is apt to raise its head in the form of feelings of anxiety or sadness, thoughts like, “Oh my, what am I doing. They are going to think I’m not a team player!” Pay attention to what comes up, and notice the thoughts and feelings from the old story. Notice them but don’t get tangled up in them. Metaphorically step back from them, see them, and recognize that they can be part of the normal mix of things but that they don’t have to be in the driver’s seat. When you choose and practice a new story, your choice is in the driver’s seat. Just because you feel those old things and think those old thoughts doesn’t mean that you have to follow them. Rather, you can over time, notice them, learn from them, and continue to make choices in favor of what you want to create.

Using the media of stories, we have looked in some depth over the last several weeks at one aspect of human systems—the internal system—the things we think and feel that influence what happens. In coming posts we will look at a model for the Whole System, and then at the two remaining arenas in human systems—the face to face system, i.e. the world of direct interaction with others, and the larger external system—our organizations, businesses, and their environment. All of these arenas are parts of the greater systemic whole in which we live our lives.

Until then, good journey…

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If you would like to learn more about story work and/or consider story coaching, feel free to call or email me at:

Steven P. Ober EdD
President: Chrysalis Executive Coaching & Consulting
Partner: Systems Perspectives, LLC
Office: PO Box 278, Oakham, MA 01068
Home: 278 Crocker Nye Rd., Oakham, MA 01068
O: 508.882.1025 M: 978.590.4219
Email: Steve@ChrysalisCoaching.org
www.ChrysalisCoaching.org