A Documentation Challenge

Business men going through documents

How do you get information to document when there is resistance? One of the many reasons comes from not understanding the importance of documentation. There are also those who are not used to having documentation. They were trained by others so why waste time to put it down on paper? They do not understand the need for it nor why you want to know. They need to understand that documentation is way of archiving information.

How do you get others to share information?

You need to identify with them and acknowledge their fears and questions and make sure they understand you are there to document procedures and processes so that no knowledge is lost and that ownership is recognized and that no consequences will occur because of inaccuracies.

What if they are hesitant because some of the information they give you may not be correct?

Let the information providers know that their knowledge is needed for company improvements and growth. Assure them that everything will be double checked to ensure that what is written by the writer is correct and that any inaccuracies will be on the writer and not the respondent. Assist them by first coming up with an outline or a diagram or flow chart and then have them help you fill in the blanks or make changes.

There are those also, who worry about job security. Are you going to use it against me?

Be aware of how they perceive you. During a meeting you could compliment them for a task or for some knowledge that they did impart to you. Show them you respect them for their knowledge and that you are only there to learn and nothing more.

What if they feel as if you want to change the process that they began and you want to take their ownership away and reduce their status?

Assure them that you’re just documenting processes so that no one will veer from their original procedure and that they are respected for their knowledge. Ask them questions, such as how they think a process could be improved or what they think are the current benefits and drawbacks. Make them feel important.

Sometimes it’s because they just don’t like to answer questions. How can you meet with them if they are always busy?

Analyze the situation, listen, and decide on the best approach to take for meeting with them. While getting coffee, ask how their day is going, be interested in them, and try to find some common ground. Try using the same method while walking into a meeting or while leaving work. Anytime you run into them, start up a conversation unrelated to work. Or, you could make sure your desk is near the most resistant SMEs (Subject Matter Experts).

There are many other reasons as to why you cannot get certain information. Persistence is the key and understanding the work environment is another. But no matter what they are, you have to break down those barriers and get the information you need. Treat them the way they would like to be treated or the way you would like to be treated. Also, get management to support your work and make sure they introduce you to others so that the individuals know you are there because of management.

The bottom line is you need to have an effective, direct, and everyday interaction with these individuals.

Finding Employee’s Other Qualifying Factors, Part II

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There was only one problem: my experience had been with the military.

As you can tell from the title, this is Part II of my previous blog on the subject.

In our search for qualified people, we need to look beyond the direct hiring application and see if there are other qualities or experiences that a new person might bring to the company even if they need to be trained to do the specific job. Once trained they will more than complement the company workforce; they will enhance it. This can be accomplished by Human Resources screening, or simply by seeking certain qualities–success indicators and provide company training to provide specific job training.

It seems we do the opposite in looking for the perfect job fit, then we add in company fit factor and expect immediate success. In fact, in Training and Development we often try to bring out or discover the same success qualities in those already on staff–those hired long ago under different circumstances. Why not look at some employees (we already do for key employees like CEOs or Presidents) as having “more” –as in that more than what the job calls for–special talents we may be able to use in the future? Workers actually appreciate someone noticing they have other talents than what specifically they were hired for. Just ask them.

I’m sure many a qualified worker has gone through what I did nearly 25 years ago. I was a well-trained and educated public affairs officer with an excellent record, a master’s degree with post-graduate journalism courses, award-winning writing samples, and increasingly responsible service. There was only one problem: My experience was in the military. The fact it was considered the “least military” of the services and the most professional in the field of public affairs made no difference.

I had left the service early so I wasn’t even of retiring age (which can be late 30s in the military) so I was hardly an old man. I felt I was infinitely more qualified than many coming fresh out of school, but other factors made it difficult. There were other issues as well, and they made sense–even to me, but it still didn’t help the fact I needed a job and I was well-qualified.

  1. The global misconception that anyone involved in the military cannot relate to the civilian world of business.
  2. For those who might hire the military, they looked for women with less experience to fill the expected managerial void for women. Of course it came with a glass ceiling, but a woman could make it to the top of the public affairs or public relations game.
  3. Or, hiring a retired public affairs officer willing to take less money because he or she was, in fact, retired already with benefits.

The exceptions I believe can be compelling–especially if you fit into one of these categories.

  1. Companies and other organizations benefit, in some cases–by hiring military “brats,” who have been around world and understand diversity and cultural differences, who know how talk with people and show respect. Those I have met and worked with have a global sense of reality and they do understand people and cultural diversity better than most.
  2. There are, of course, some technical areas you could argue don’t make a direct correlation, i.e., the Beltway Bandits–those in high tech or high security positions who can make that immediate transition to government contractors.

I would maintain we need to look beyond direct application and see if there are other qualities or experiences that may complement the company. Don’t we promote that as trainers: that outside experience can be beneficial?

Here I was impressively qualified having been an officer in public affairs, personally briefed a president and vice-president and a host of other VIPs, taught at the prestigious Air Force Academy and ran the tour program inside Cheyenne Mountain. So, after the service, off I went to write the Great American Novel at home and work at Sun Glass Hut just to get out of the house.

As attractive as that situation seemed at the time, financially I’d much rather had a real job. I did get an offer teaching at my alma mater for a third of what I had made as an Air Force captain–and that position was temporary. My welcome to the real world, I guess.

However, life’s priorities being what they were at that time, at the time I felt I could give up my military career. As far as I was concerned I had held some interesting jobs and what was left to do career-wise could easily be rather routine in comparison. Of course my goal had been to keep the marriage together, but it wasn’t meant to be either.

Now, financially ill and without a job, I found circumstances favored retired public affairs officers since they didn’t demand as much money to live on, and younger female public affairs or public relations professionals were preferred. I cost too much as middle management and didn’t have any extra advantageous like checking an HR special box.

We need to look beyond direct application and see if there are other qualities or experiences that might complement the company.

It was, of course, one solution for employers to address topic of the day–the glass ceiling was by hiring a woman for the jump–even one less qualified; the field is about 50/50 or it used to be. I don’t know what the figures are today, but even so it was perceived in many ways like training today–a function that isn’t critical to company operations. I think we understand better these days.

I found two avenues of employment, besides retail and other sales options, that welcomed diversity and where a military background was not scorned so much: government and education. No real complaint there, just reality. I found my way into government actually by using my Reserve commission to land a job as an Air Reserve Technician–basically a full-time Reservist. A caretaker of sorts, but a decent job, combining civil service and military, complete with uniform. Less pay, but nothing to quibble about in those days.

This led to working for the Federal government without the uniform, a job I found interesting at times but lacking in creativity opportunity; I retired from it anyway, but I felt my potential was wasted. It could have been I just didn’t have the right job either, but nobody ever tried to determine how my other talents could be put to use unless I initiated it and made it happen. Not everyone does that or should do that if a company is wise and thoughtful about its hiring and training process.

It’s about survival for company and individual alike, but here is the cautionary tale: look at all the possibilities. Another cliché: don’t leap before you look. While employers can choose from the obvious best, don’t forget that hidden among them may be someone not so obvious who can bring the company something new and different. Different in today’s world can be mean success.

I’m sure my tale of woe is not without a story behind the story that the companies tell; I can only tell it from my perspective. I don’t know any expert in HR who will tell you to dress like an individual and tout the reasons you are unlike the company you are applying for. All the advice points to make sure you fill out the application to say exactly what the company wants you to say or you’ll be eliminated. The only way to get something else in there that someone may or may not notice is risky for the applicant. Just as the company is playing it safe so is the applicant who has more to lose personally.

It just seems to make sense looking early for diversity and individual differences/talents that may prove useful. HR can do it, too, if they have the people. Trainers can always train the company way. While they can refine talent, and they can help identify it. And they can train a company how to manage and get the best resources from that talent.

For more resources about training, see the Training library.

Enough grousing on my end. The Cave Man strikes a second time on this topic. Check out my website and my eBook, The Cave Man Guide to Training and Development. In these places I look at training and development from a little different perspective. You’ll find more of What I Say under that category. I even review plays. Imagine that! Times change and perspective needs to follow.

Hope you found something useful in my grousing commentary. Happy training.

Benefits of Involving Boards in Projects for Change (Part 1 of 2)

A meeting room for a business board

Especially in projects for change in small- to medium-sized corporations, the Board can be the leverage point – the point in the project that can make the biggest difference – for success in significant projects for change. In these situations, if an organization seems reluctant to involve the Board, then change agents should seriously consider whether the organization is really ready for a project to accomplish significant change in the organization.

There are numerous reasons to involve the Board:

1. The Board ensures the project is fully resourced and shows political support.

Board members have full authority for allocation of resources for the organization. Consequently, Board members can ensure that the project has all necessary resources, including people, money and time. Their allocation shows strong political support for change, which can sustain ongoing motivation and momentum for change.

2. The Board ensures that project plans are developed and implemented.

The Board supervises the Chief Executive Officer, having full authority over the CEO. Although employees (including the CEO) usually develop and implement many of the action plans in the project for change, the Board can ensure that those plans are fully developed and completely implemented.

3. Board members provide a wide range of useful expertise.

Board members often have a wide range of useful skills for governing the organization, such as planning, leadership, management, supervision and problem solving. They may also have technical knowledge of the organization or the industry. Those skills can be useful during a project for change.

4. The Board provides time and energy to help implement plans for change.

Employees are already overloaded. Giving them yet more work to do (during your project) can completely overload them such that they collapse altogether, which could significantly damage the organization. Although the Board is responsible to govern the organization by establishing broad plans and policies, Board members still can help with implementation of various plans by helping to develop and oversee development of plans. Plans might be to address issues in strategic planning, marketing, staffing or financial management.

5. The Board provides objective assessment on project issues and results.

Board members usually are not involved a great deal in the day-to-day activities of a project. Consequently, they often retain an objective perspective on the activities and results of the project. Their perspective can be useful when addressing issues in the project and evaluating results of the project.

6. Involvement of Board members is a powerful means to Board development.

One of the best ways to get good Board members is to give them something to do. One of the best ways to get rid of Board members is to give them something to do. Your project can be useful means to give Board members something to do – and, thus, develop the Board.

For many related, free online resources, see the Free Management Library’s topics:

(In my next post, How to Ensure Board is Appropriately Involved in Projects for Change (Part 2 of 2), we’ll list guidelines for how to get the Board appropriately involved in projects for change.)

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Carter McNamara, MBA, PhD – Authenticity Consulting, LLC – 800-971-2250
Read my blogs: Boards, Consulting and OD, and Strategic Planning.

Staff is Overwhelmed: What Do You Do?

overworked-young-employee-overwhelmed-and-angry.

My workers are complaining they have too much to do and too little time to do it. I know we are short two staff people but we are under a hiring freeze. Also I feel, that with economy the way it is, they should be putting in 110%. What can I do?

Some people can be very productive when they’re under pressure and are juggling multiple tasks with tight deadlines. But project loads, that are consistently unmanageable, can lead to burnout and the associated problems of reduced employee morale, high turnover, and increased inefficiencies and mistakes. You, as a manager, need to do more than acknowledge they are stretched too thin; you need to come up with viable solutions.

1. First, talk to staff.
Get a realistic handle on the situation. How do employees view their responsibilities? Are unrealistic deadlines impacting the quality of their work or level of job satisfaction? Perceptions may vary from person to person.
2. Ask for activity reports.
Review each employee’s tasks to determine which projects are taking the most time. Make sure the most critical initiatives are getting the majority of resources.
3. Reward smart work habits.
Someone who is putting in long hours may be working hard, but is he or she also managing time wisely? Clarify your expectations with employees, and take steps to recognize teamwork, innovative ideas and problem-solving skills.
4. Get help.
Bringing in temporary staff to assist during periods of peak activity or for special projects can alleviate some of the burden on full-time workers.
5. Keep your door open.
Maintain an environment in which employees are not afraid to ask for help when workloads become too heavy. Be willing to reallocate resources as needed.
6. Finally, feed the lighter side.
Bring in food, cartoons, motivational sayings and fun activities often go a long way in letting your staff know you care.

Management Success Tip:

Lead by example. Sometimes you need to show employees that everyone has to pull their weight including you. Stay late with your team; make the coffee when the pot is empty; participate in the fun events. And most important celebrate successes, large and small. Those who have a good time together work better together.

Do you want to develop your Management Smarts?

How to Address Fears about Program Evaluation

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Nervous about Evaluation?

In many ways a program evaluation can be like a well-child doctor’s appointment. Observations are made, evidence collected and advice dispensed to the caregivers. Someone I know, despite being a devoted mother, dreaded well-child doctor’s appointments for her firstborn. The visits made her nervous. Let us pause to consider why check-ups made this new mother nervous. She did her very best with all the resources available to her; yet being a perfectionist, she worried about hearing of areas that needed improvement.

How to Get the Most Use out of Program Evaluations

The caregiver’s ability to let go of these negative emotions and be truly open to the practitioner’s advice can determine how useful that visit was. But so many times, it is easier to listen to our own feelings than it is to receive professional advice—advice that can be hard to swallow (no pun intended). And although that gut feeling can prove important in certain situations, there is great value in basing decisions on the objective, hard evidence that a program evaluation generates. Easier said than done! Despite your hard work and efforts, have you or your program’s “caregivers” ever felt somewhat apprehensive about the thought of a program evaluation? Here are some basic ways to address fear of evaluation.

How to Deal with Fears about Program Evaluation:

Focus on the Positive:

A breakthrough for the perfectionistic mother came from a friend’s advice. The friend told her to keep telling the pediatrician all the positive things that the mother had been doing to promote the child’s health.

When the topic of program evaluation was broached with some tension in a room full of facilitators, an experienced manager said something to the effect of, “Evaluations show us areas of improvement so we can provide the best service. Yet they also provide us opportunities to recognize you for your achievements!”

Shelve the Criticism:

An expert who taught a grant writing workshop for university staff once shared a secret with her participants. My subsequent experiences have also confirmed the truth behind this advice: Yes, listening to criticism about something that is very near and dear to your heart can be difficult. But tuck the criticism away in your drawer for a day or two. Then come back to it with a fresh mind.

Focus on the Remedy

It is easy to remain discouraged about a program that seems hopeless. But concentrate on small, concrete and practical steps you can take day by day to improve a program component in much need of some TLC (tender, loving care). Be a wise consumer—make these practical recommendations one of the deliverables expected of your evaluator.

Think Prevention!

Think of Program Evaluation as a “check-up” for your program. An evaluation can help identify not only problems with effectiveness of programs but also implementation-related issues that can ruin outcomes. Evaluations can identify these situations ahead of time and help prevent a worse and more complicated problem from brewing! A stitch in time indeed saves nine!

How to be Wise about Program Evaluation

Our fearlessness about program evaluations must be tempered with a dose of wise caution:

  • Educate yourself on program evaluation as much as possible so that you can be a wise consumer or implementer of evaluations.
  • If you are not conducting a DIY (Do It Yourself) evaluation, get to know your evaluator and his/her qualifications; check references. Professional ethics play a critical part in all the functions that an evaluator carries out.

As you already know, experience begets wisdom. And yet, although our individual experiences can make us wise, individuals still have blind spots. There is a great degree of wisdom in our collective experiences:

  • Partner with peers or associates to conduct program evaluations.
  • Program Evaluations may present new challenges, depending on the specific situation. But there may be ways to deal with this on a case by case basis, in an ethical yet responsible manner. Be prepared to consult with others who are trained and experienced in program evaluation.

Did you find this post helpful? Do you have any concerns about program evaluation?

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

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Priya Small has extensive experience in collaborative evaluation planning, instrument design, data collection, grant writing and facilitation. Contact her at priyasusansmall@gmail.com. Visit her website at http://www.priyasmall.wordpress.com. See her profile at http://www.linkedin.com/in/priyasmall/

Open Heart, Expanded World

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This past weekend I attended a day-long meditation retreat using the mindfulness practice of Thich Nhat Hanh. It felt good to slow down. I enjoyed the simple pleasures of stretching, breathing, sitting and eating in silence. I appreciated the woods, the birds, and the fresh air as we moved slowly through the day aware of the world around us.

As we enter the holiday season, it’s easy to get caught up in the busy-ness that the consumer culture presents. Without being mindful, slowing down and enjoying the simple pleasures, the hurried pace and to-do lists can be overwhelming. Rather than losing yourself in the many tasks and social engagements, create space to breathe into the spirit of the season.

An essential teaching of Thich Nhat Hanh is “Peace in Oneself, Peace in the World”. I encourage you to pay attention over the next few weeks to how you are creating peace in yourself and peace in the world. ‘Peace on Earth’ begins with every step.

Meditation on mindfulness

Repeat these as necessary over the next few weeks:

As you enter your office, your car, your workspace, breathe deeply. Fill yourself with calm, peaceful breath. Allow the breath to move through your head into your chest, expanding your chest with pure peace…..

Follow the breath through your body, inviting it to carry peace into your arms, hands, fingers. Now feel your shoulders, jaw and back relax. Notice how you feel as you breathe deeply, carrying nothing but calm and peace through your body temple.

Today, when a worry, doubt or fear emerges, greet it as a visitor who has arrived at your door. Say, “Hello doubt, hello worry. You may come and go as you please. I am not attached to when you come and go. I am peace in this moment.”

Breathing in I am aware, Breathing out I am peace.

Doubts and worries are just thoughts. They move through you as reflections of what you carry inside. As you focus on peace, mindfulness, and openness, you expand awareness and offer calm to your world.

Breathing in Open Heart. Breathing Out Expanded World

When you feel stressed, tense, hurried, bring your focus back to your breath. Allow your breath and focus to rest comfortably in your chest and heart again. Easefully, mindfully, effortlessly fill your body and life with peace and calm.

Now breathe deeply again mindful of your body. As you expand your chest, breathe deeply in your heart. Open your heart and fill it with new prana, new breath, new life. Expand your heart and let it grow more open as you bring in the breath. Notice how your body feels with an expanded heart. Notice how your thoughts shift as you focus on opening your heart.

Send the expanded energy out to your workspace, your boss, your co-workers. As you open your heart, you expand your presence. As you expand your presence, you expand your world. Move through your day with this expanded presence, sending calm and peace to those around you.

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

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Linda’s new book, “Staying Grounded in Shifting Sand”, will be available in paperback Jan. 2012. Orders for autographed first editions are being taken now. Contact Linda for more information: info@lindajferguson.com

Linda's new book cover
Linda's new book available Jan. 2012

Go to her website www.lindajferguson.com to read more about her spiritual life coaching, view video clips of her talks, and read more blog posts.

Working Abroad: What It Takes to Succeed

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working abroadShould I take this job in China? That was a question from a US client. Her concern was not as much about the position as to whether she could fit in and be successful working in the culture.

The most successful international businesses are those that take care to fit in well with local customs. This also goes for the individuals who work for them! Here are some key areas to pay attention to in adapting to a new work environment whether it’s in another country, another city or even another company.

1. Timing and punctuality
Some cultures strive for punctuality, while others have a much more relaxed approach to time. In some Latin American or Asian countries, you may need to cultivate the art of patience when it comes to start times for meetings. However, cultures are definitely changing with the times. So don’t go on assumptions – find out.

2. Pace of working
You may find yourself getting frustrated if you’re working in a culture that doesn’t share your haste to get the job done. Deals that only take hours to strike in one culture could drag on for weeks in another. Business may be restricted to the boardroom in some countries, while in others lunches, dinners or even sporting events will be the negotiating arena.

3. Eating and drinking
You may be presented with a meal that you find hard to stomach. For example, if you’re a vegetarian in cultures where meat is the most important dish, you’ll often have to decide between pleasing your hosts and sticking to your own principles. Check out the local culture in respect to alcohol too. You may be expected to join in several bottles of wine over lunch, or drinking might be frowned upon.

4. Office culture
The corporate structure might be much more hierarchical than you are used to, even within the same organization. And you may also find that there may be different gender expectations. So again ask, don’t assume.

Career Success Tip:

But above all, make sure you stay focused on WHY you’re doing this overseas posting. Whatever the purpose, the relationships you build during the course of your assignment will be invaluable to you when you get back home. So pay particular attention to professional networking during your time working abroad. What have you learned living or working in another country or part of the world? What lessons did you learn?

Do you want to develop Career Smarts?

Finding Employee’s Other Qualifying Factors, Part I

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Training for a company job is easier than searching for hidden talent.

It seems no one wants to hire an exemplary person, but someone just to do the job. By “exemplary” I mean someone who has more than the obvious talent, education or experience for the job. It’s definitely easier to train an new employee to do the company job, than to discover hidden talents of an already established employee; if they had them, why didn’t they exhibit them up to this point. What’s harder is getting an employer to see how a potential employee solves problems, works well with others, leads a team to accomplish a creative task, or come up with fresh new ideas unless we look at his or her record or at least the resume.

I understand that companies are afraid to invest more than they have to in this economy, but it comes down to a series of clichés and euphemisms. “You get what you pay for.” “Why have a fancy shake when you can have plain milk?” “Hamburger, when you can have steak?”

Enough clichés, but hiring the staid, perfect fit seems to be the latest trend. Businesses are afraid to explore people options fully, and it may be up to us through leadership training or employee training to show companies and other organizations what they can be missing–potential creativity, new ideas, new methods.

Today we are told by the Human Resource experts that people tend to have several careers these days instead of one. In fact, many have several jobs and multitask unbelievably well. For some of those folks, getting a single, well-paying job is not going to happen since they’ve been…well, too diverse. Since when is being too diverse a problem?

All the geniuses I’ve ever heard of who went on to do great things in pretty much any field have been diverse in their experience. I could spend the entire blog making a list. So can you. Think of someone who has done “great” things, not just made a lot of money, but made a great contribution to society and you’ll find someone who has been around.

…they needed someone without training who had been doing the same job before. Or, so it seemed.

I’ve been in the job market more than 30 years and grant you, my resume shows a lot of experience and its varied. I think I did that before it was fashionable. Perhaps my special talent is that I’m pretty adaptable. I’m also not talking about a string of unrelated jobs, which doesn’t help when looking for a job. My jobs were all very related to communication; however, employers get very specific. Companies I talked to (if I got a response at all) didn’t want a talented communicator–not someone who adapted communication creatively all the time. Or, was it the military thing? No, they needed someone without training who had been doing the same job before. Or, so it seemed. Could it be the creative talent others saw in me and rewarded me with numerous, high-visibility projects was my downfall? Should it have been?

It seems we want just what we want and no more. We don’t want to invest to see beyond the obvious to find someone who might have potentially more valuable to offer the company in the long run. It’s a short-term business decision, but one that could be missing tremendous opportunity for a little investment. If you are a hiring manager: have you not hired someone who was outstanding on paper, and could have been easily trained for the job at hand, but the instruction came down that “no, we need someone now?” No training necessary. It could be a rush to mediocrity.

Just look at the specific job descriptions. Sometimes an organization is just following the regulations and it already has someone in mind for a position. It’s not really being competitive, but hundreds have wasted time applying–especially in this economy. I understand weeding out the ones who aren’t even close, but when a job is already locked, it doesn’t seem fair to waste the time of someone looking for a real opportunity.

Hiring the handicap or socially-economically disadvantaged may be the greatest diversity tool in business. It forced employers to look beyond the perfect fit–even at companies like IBM where people jokingly referred to being able to spot an IBM by his clothes and haircut alone. Diversity does go beyond the obvious and we’re foolish when we don’t see the hidden talents of our people.

What if we trainers through activities and testing could determine someone has much desired character traits for success? What if we could identify other talents a person has besides an ability to do the job? Wait, we can do that! What about exercises that demonstrate a person’s problem-solving ability, or the ability to think fast on their feet, or communicate the company’s needs to the max?

So, we already can and do those things–or at least we used to. Problem is: especially with the larger companies, we are looking only to fill a specific job and we have hundreds, sometimes more, applicants who have varying degrees of specificity or have less ability than that and barely reach the bar.

It makes sense looking early for diversity and individual talents that may prove useful.

My experience in getting a job after the Air Force was totally different, but in some ways still showed the stereotype of hiring around a budget or for the wrong reasons may not always be in the company’s best interest. Of course, anyone could argue, the decision they made at the time was the right one. It just seems a waste of talent and energy.

Stay tuned for Part II coming soon…if it’s not already here.

For more resources about training, see the Training library.

Enough grousing on my end. The Cave Man strikes again. By the way, I’m debating on a new name for my company. Cave Man Training and Communication, or Training Smarts–after my Acting Smarts company, which I’m setting aside to focus on training and development. What do you think? Check out my website and my eBook, The Cave Man Guide to Training and Development. In these places I look at training and development from a little different perspective. You’ll find more of What I Say under that category. I even review plays. Imagine that! Times change and perspective needs to follow.

Hope you found something useful in my grousing commentary. Happy training.

The First Step in Applying for the Combined Federal Campaign:

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The CFC Deadlines Are Not That Far Away
If you believe that the CFC would be a good fit for your charity, both in terms of your mission and your non-profit’s capacity to handle an additional method of fundraising, this posting and the postings on Nov xx and Dec xx will outline the process for applying for the 2012 CFC season.

For national and international charities, the application deadline is January 17, 2012, and for the more than 220 regional CFCs, the specific deadlines vary, but in general they are from late January (in the Washington DC metro region) to March/April in other parts of the country. (Dates for applying for CFC federation memberships often precede the CFC official dates by 30-60 days.)

The first step, before applying to be part of the CFC, is a management analysis – a process for determining whether or not to invest your resources in applying for the CFC. This decision-making process is an approach I’ve used in workshops for state non-profit associations. I call it “The Three C’s.“

Capabilities:
 •  Who will be responsible for the day-to-day accomplishment of the tasks?
 •  What skill sets are needed? (Public speaking, communication skills, writing skills, etc.)
 •  Does current staff (paid or volunteer) have the needed capabilities?

Capacity:
 •  Even if your staff has the capabilities needed, do they have the capacity at present to
    handle a new project/program?
 •  Or, in other words are their plates already too full?

Commitment:
 •  Is the Board supportive of the new planned program/fundraising method?
 •  How much money have they committed to it? (If the answer to this is zero, or unrealistic,
    the answer to #1 is no!)
 •  Does Executive Director or Development Director have the time?

Your CFC Action Team
In addition to answering “Three C’s” questions, a major issue that must be resolved is, “Who will be the lead on your non-profit’s CFC Action Team (or whatever you choose to call it)?

The person in this position will have a lot of responsibility; and, this position can be a great professional development opportunity for a young non-profit professional. [If you’re interested in my in-depth article on this subject, please send me an e-mail with “NP leadership” in the subject line.]

Once you’ve made the decision that you do want to pursue workplace giving as one of the tools in your development toolbox, the next decision is to decide if you want to go it alone, or to join a federation.

CFC Federations
More than 60% of the funds generated through the CFC are raised by non-profits that are federation members. These umbrella organizations, as noted in our post of June 16, put together charities with a common theme, each of which has its own application procedure, membership structure and fees.

Of course, all federations require that their members meet the OPM requirements for charities in the CFC, said requirements to be found at opm.gov/cfc.

In addition to researching and calling any given federation, ask the other CFC charities in your nonprofit community if they are a members of a federation, and what their experience has been with it.

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In the next two CFC postings, we will look at the application process more closely, starting with what’s required for national and international charities to apply to the CFC, as well as some tips that can help you be successful.

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During his 25-year career in the Federal sector, Bill Huddleston, The CFC Coach, served in many CFC roles. If you want to participate in the Combined Federal Campaign, maximize your nonprofit’s CFC revenues, or just ask a few questions, contact … Bill Huddleston