Not All Large Gifts Are Major Gifts: Part One – How Not To Go About It

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In our definition, we suggest that, no matter its size, unless a gift met certain parameters, it wasn’t “major.”

We emphasize the requirement that the process that obtained the gift had to be based on a plan/strategy that included face-to-face cultivation and solicitation components, and that the gift had to significantly help in attaining fundraising goals.

We also provided our definition of major donors, people (for the most part) who feel passionately about wanting to see your mission achieved, and who derive satisfaction from using their wealth to advance that mission. They are people who have a level of involvement with your organization and/or its programs, and they have a need that will be satisfied by making a significant gift in pursuit of your mission.

These definitions exclude all large/significant gifts that don’t meet those parameters.

Why?? For the same reason that “Development” is not a synonym for “fundraising.” “Fundraising” is what happens after sufficient cultivation and involvement — it is the “asking” part of the Development process.

How often has a friend said to you, to your executive director, or to a client, that they know someone who would probably (want to) give your NPO a bucket of money, a real Mr./Ms. Gotbucks that you should contact immediately?

And, how often did it become, “Let’s-drop-everything-and-focus-on-this-prospective-‘major-donor’”? So much time and energy got invested in acquiring this “guaranteed” major gift that other processes/projects/systems were deprived of what was needed to achieve already established goals.

Efforts to acquire this gift usually take one or more of the following forms:

A. The Introductory Letter (with “package”)– “Dear Mr./Ms. Gotbucks. Your friend/business partner/acquaintance/etc. suggested that you’d be interested in learning about all the good things we do. We are enclosing a brief 53 page description of all the wonderful things we do for society. Please use the enclosed return envelope to send your extra-large check to help us continue to do all those good things.”

B. The Introductory Call — “Dear Mr./Ms. Gotbucks. Your friend/business partner/acquaintance/etc. said that we should contact you, and that you’d be interested in learning about who we are. I’d like to stop by and tell you about all the good things we do.”

C. The Invitation to See/Visit (by phone or mail) — “Dear Mr./Ms. Gotbucks. Your friend/partner/acquaintance/etc. said that we should contact you, and invite you to an upcoming meeting/program/event….”

D. The Visit to the Prospect — ….more of the same….

Bottom line, the end result of going into the “drop-everything-else” mode is, most often, a rejection, a delay, or an, “I’ll get back to you.”

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This posting continues next Tuesday; but, just to be clear, we are not recommending the four “approaches” described above. To the contrary, they are illustrations of how so many NPOs waste their time and resources in misguided, ineffective fundraising efforts.

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Have a comment or a question about starting, evaluating or expanding your fundraising program? With over 30 years of counseling in major gifts, capital campaigns, bequest programs and the planning studies to precede these three, I’ll be pleased to answer your questions. Contact me at AskHank@Major-Capital-Giving.com
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Have you seen The Fundraising Series of ebooks ??
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If you would like to comment/expand on the above, or would just like to offer your thoughts on the subject of this posting, we encourage you to “Leave a Reply” at the bottom of this page, click on the feedback link at the top of the page, or send an email to the author of this posting.

Reputation Combat

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Protect your good name

Whether you know it or not, people are talking about your company. Thanks to the Web, customers, potential customers, stakeholders, and even reporters are communicating their thoughts and opinions about you. This is great while things are going well, but make a misstep and you’ll find the conversation quickly takes a darker tone.

Having a solid reputation in good times means more business and happy stakeholders. The state of your reputation when you encounter a crisis, however, could mean the difference between a minor blip and shutting your doors for good.

On Tuesday, December 13, Jonathan Bernstein will present a free webinar, “Reputation Combat: Protecting Your Company’s Online Reputation.” In it, Jonathan will lend his 25+ years of experience online to answering questions about how to monitor and respond to online threats, as well as other aspects of Internet-based reputation management. There will be valuable insights for experts and novices alike, so tune in and stay out of trouble.

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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 Manager’s Guide to Crisis Management and Keeping the Wolves at Bay – Media Training. Erik Bernstein is a writer, publicist and SEO associate for the firm, and also editor of its newsletter, Crisis Manager]

U is for Unity

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Some of my favorite daily messages come the the Daily Word from Unity. Each day a spiritual message of hope shows up in my inbox to greet me with love and encouragement as I walk on my spiritual journey. Often times the message is exactly what I need to hear. A specific word will confirm a question that I’ve had in my heart. Other times I know that it’s the exact thing that someone else is going through in which I could help provide some emotional support with.

One thing that I appreciate about the messages is how they are written in the affirmative. It’s written as if it’s happening now and as if I am living this way now. We all know that this is how we should approach all those goals or challenges in our lives, as if we have accomplished or solved them already.

Here is a couple of recent example of their daily message for you to savor yourself. If these speak to your soul as they do mine, feel free to sign up for their daily email list. Your heart and soul will thank you. For more go to, http://www.dailyword.com/.

Saturday, October 29, 2011

Self-Assurance

All things are possible through God’s spirit within me.

Any darkness of doubt about who I am, what I can do, and what I can be dissolves in the powerful light of Truth. I affirm the following with assurance: I believe in myself because I am an expression of God’s wisdom. I trust myself because I am a creation of God. I value myself because I am a demonstration of God’s love.

My higher self–my spiritual nature–is assured that all things are possible through God’s spirit within me. To have God-assurance is to have self-assurance. There is every reason to believe in, trust and value myself, because God’s spirit is within me. I know this for myself and for all others. I work with enthusiasm and purpose. I celebrate life with joy and thanksgiving.

For mortals it is impossible, but not for God; for God all things are possible.–Mark 10:27

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

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Janae Bower is an inspirational speaker, award-winning author and training consultant. She founded Finding IT, a company that specializes in personal and professional development getting to the heart of what matters most. She started Project GratOtude, a movement to increase gratitude in people’s lives.

Prospecting for Foundation Gold

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What does every prospector need to “hit the mother lode?” A good map!! And prospecting for foundation funding is no different.

Here’s the good news: with a couple of key tools, you can create your own map to lead you to some very good sources of funding.

The two that top my list are annual reports of your competitors and foundation 990s. Note that the IRS Form 990s is a document that public charities and foundations use to report financial and operational information to the federal government.

“The Foundation Directory,” published by the Foundation Center, can be quite useful, and is often a good place to start … but isn’t absolutely necessary if you are on a tight budget. It’s also available on-line, at FCOnline

The first step in this iterative process is to look at the annual reports of other organizations that provide the same or similar services as your organization, and identify the foundations listed as their funders.

Foundations that fund these organizations are good prospects for you. If you can’t find the annual report on your competitor’s website, give them a call and ask for a copy. If this seems unfair, don’t worry. It’s not. It’s just best practice. And, if your competitor organizations have good grant managers, they’ve probably already studied yours.

After identifying the foundations, download their IRS Form 990s from Guidestar, and start mining them for all the useful nuggets of information they contain. In particular:
• total net assets or fund balances at end of year – this will help you determine
  if they are large enough to invest time in pursuing for funding
• total annual giving – ditto on usefulness of this information
• whether they accept unsolicited proposals or only contribute to preselected
  organizations
• contact name, address and phone number for grant submissions
• grant application information – submission date, application format, required
  attachments (note that this information is not always included in 990s)
• trustee names and addresses – that could be quite useful during grant
  cultivation
• list of grantees and addresses for the year
• grant amounts and grant purposes (project support, general operating,
  capital campaign, etc.)

You can loop back around, and look at the annual reports of organizations listed in the 990s, but don’t spend too much time down this mine shaft. Prospects that look good on paper still require cultivation, proposal development and submission, and stewardship before they will yield up their riches.

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Lynn deLearie, owner of Lynn deLearie Consulting, LLC, helps nonprofit organizations develop, enhance and expand grant programs, and helps them secure funding from foundations and corporations. She can be contacted at lynn.delearie@gmail.com..

Egocentricity and the Stages of Man

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“All the world is a stage…” is more than the obvious and needs to be read several times to appreciate the genius of its wisdom. It’s not about people on a stage, but about the stages of life…

We all go through egocentric phases, and we need to understand them. We admit our audiences or trainees are all egocentric. The fact is that we all are, but we, as trainers, even need to see how we change over time and how it affects our decisions, attitudes and choices.

Shakespeare’s quote never made more sense to me. “All the world is a stage…” needs to be read several times to appreciate the genius of its wisdom because it’s meaning is many-layered–as people tend to be. It’s not about people on a stage, but about the stages of life, putting it simply. But there are complicated stages in between these simple stages that affect our most important life and work decisions, our attitudes and our choices.

Decisions can be easy; we do things because they make sense at the time. This is a fancier form of hind site; I’m calling it reflection. This will no doubt be my most unusual post on the Free Management Library and this Training and Development blog, but I promise to connect it beyond the usual because we are all humans (for my students, reference clarifying and narrowing down “too broad” a topic).

Attitude. My wife is convinced I am going through a mid-life crisis because I’ve been particularly cranky lately; I’m a little impatient with rude people, uncaring people, and want to be passionate about dealing with them. No holds barred. That means take restrictions off the “nice guy.” That’s all, but upon reflection, I will admit I am struggling with growing up again, wanting to know what I want to do, wanting it to matter to someone else. We all do this a various times in our lives.

Choices are easy, too, believe it or not. To make a choice, we simply make a decision based on our attitude, which is shaped by events, and it’s done. Hopefully, we are happy about the choice we made, but the rest is more complicated. It is a conundrum we are faced with everyday, making sense of egocentricity-a relatively simple concept.

Now, we always say the most concern for making the right choices applies to youth and anyone in today’s market, but I think it is more than that. The answer is actually not all three, but none of the above, which are merely off-shoots of something far more important. Of course, it doesn’t seem so now in our individual egocentric minds. (Transition for my students.)

We’re nervous. We’re nervous because the economy doesn’t give us much choice unless we are rich, but for some of those who were rich (the smart investors who lost a lot of money, and I’m not being facetious here) suffer now to from the same conundrum. I received an e-mail from a talented, well-educated and accomplished woman who was asking me and others to consider where she has been for future endeavors where she might use her experiences and education after she lost so much in the market.

I felt a little like Charlie Brown. “She’s asking me? Little me who nobody notices?” She was an investor who lost a lot when the economy crashed. Me, I didn’t invest–at least not in the same places. It wasn’t particularly smart of me–just lucky. In the scheme of things, she and I are different from one another, but similar in a big way. That’s what follows here.

Compared to her, I am pretty boring. But she started my reflection of how the world works. I know, “too broad a topic my students would say,” but I mean from my perspective of understanding how the world worked for me. I think we all have such perceptions and it’s useful to reflect like this. We know people are at different points in their lives and have different needs and therefore truly different people than they were a few years. This is probably easier for older people to get since they’ve been there. For me it became a stress point, not realizing it.

Joy Blatherwick and Jack Shaw in PLAY ON!

It’s a matter of perspective. After the Marines, finding a job was easy; I was young and pretty much willing to do anything. I had decided I wanted to be on air in radio and I didn’t really care in what capacity. At that time I would be working for minimum wage I knew; after all, I had only a year of college (but I was going back). I sent out a rough demo I had asked a friend to help me produce at the base radio studio. I had never been on-air at that time, only on stage, part-time professionally at a dinner theatre in San Clemente, California before getting out of the service. I enjoyed acting but I didn’t want to be an actor for life. In my mind, it wasn’t minimum wage that bothered me, but I didn’t want to wait on tables, which to me pretty much summed up what actors starting out did. A career in broadcasting made sense.

I sent out the resumes and demos, hoping some radio station would give me a break. I got two responses initially. Remember I had absolutely no experience–only a voice of sorts. One interview offer was for a local station who wanted a DJ with a first class radio telephone license; I would be an engineer as well. Always good to take the interview, but I knew walking in that I was totally unqualified. Then, Ed, a program director in Missouri said to come in to see him when I came home. He said he didn’t have anything at the time but he did know some people.

He didn’t forget and sent me off to KARE radio station in Atchison, Kansas–the radio station that cares about you. How sweet is that. Also ironic in this situation. It was a middle of the road station, meaning it played music not to offend anyone, but they seemed to know their place so well in the market that they could hire college kids to work 3-11 weekdays (every other day because you had school), and 7-3 or 3-11 on the weekend. What was great here was that they didn’t care if you had to switch with the other guy you were working with because you needed to study for a test. Luckily he and I went to different colleges so our schedules varied. Best job I ever had.

You’ve heard the saying I learned all about how to treat people in kindergarten. This is how I learned a business should treat its employees. All it took was flexibility. We affected the business as would anyone at that level–not much, but it gave us the chance to apply ourselves.

The serious military me… Same me.

After going back to school and working in radio and television later, I was ready for a new challenge and that was the Air Force. It’s a much longer story I’ll reserve for another blog maybe. During that period of my life, family and other personal reasons entered the picture, which is now getting more complicated. I am now really looking at life for a career and a place in society.

This is important because it is another phase. Not too deep yet.

I had great jobs in the Air Force and it offered me the security I needed; however, I had married someone who did not appreciate the military aspect of my life–even though from my perspective I had a pretty regular job. I was a public affairs officer by trade, but at the time I was on a special duty assignment as an instructor of English, speech and theatre at the U.S. Air Force Academy. Still, military… I left the military and the marriage split anyway.

Ironically I became an Air Reserve Technician, a civil servant who wore the uniform and trained Reservists. Later, I gave up the Reserve part and made civil service the way I would fill out the phase.

The final phase came when I felt all that I had learned in life was being pushed into job descriptions, mission statements, needs assessments, and very little seemed to be what I cared about. We are egocentric. We are multidimensional and it is important to realize it. I think that when we begin to feel like a number that things don’t go well. That can be a decision time. I think it was for me. I’m sorry I waited so long actually, but that’s the way it is sometimes.

Now I write, teach and act or direct when I want. I live. I find I get passionate easily about things I feel strongly about. I have to watch that or I become a cranky old person. I need to keep some things in and reflect on them or try them without broadcasting them. Maybe it’s personality thing, but it’s something I’ve learned about myself.

We talk about how leaders need to be reflective of the decisions they make, their attitudes because those things affect the people who work for them. They also affect the people who don’t work for them, and by the same token, by not actively noticing people are themselves egocentric and that it is okay, we lose credibility and we lose good people who have to make choices maybe they don’t want to make.

Interestingly enough, those who have “the right stuff” according to the government and astronauts themselves see it totally differently.

Remember, the book, The Right Stuff? Tom Wolfe is looking at the space program through the eyes of the government and the people setting it up, but showing us the guys who have the “The Right Stuff.” Interestingly enough, those who have “the right stuff” according to the government and astronauts themselves see it totally differently.

Some people realize it sooner than others, no one really cares about the details of your story–only in how it affects them in some way. I like to think people care–really care, but I think I have to put it in a mature perspective.

The evidence has been in front of me for years. I teach students and others to analyze your audience. Recognize all people are egocentric, and it’s not just the audience. It should be a “duh” moment.

I am about to embark on a number of adventures, as we all are, and I am determined to not be cranky, which will make my wife, kids and probably everyone else happy. I am going to pursue my latest dreams because dreams evolve, but I may not talk about it as much. I’m going to explore and risk within limits things I think I’d like to do. I still want things to be relevant to me; I’m egocentric like everyone else. A hard lesson to learn and to apply to our lives is that the journey makes changes in us despite of what we vow at the beginning. We can’t help it.

There is no reason this phase of my life should be any less or more than any previous or future phases. I said I would make this apply to training. I lied. It applies to life and our perception of people and, if you really need me to be specific on the training connection it is about how we analyze our audience. I have always said, know your audience, know your subject and know yourself. Two out of three ain’t bad. And the one that seems to be missing, the subject? That’s easy, too. That’s you and me. Our audience and ourselves.

I told you this would be different. I hope it offered perspective, light, amusement or even a shaking of the head. If you got this far… It should be no surprise to you that refer to myself as the Passionate Communicator, or more recently, the Cave Man trainer who is looking for training organics, training from the perspective of someone who only had needs to fulfill. The Cave Man found learning and training wherever it was to be found. I even have an inexpensive but dynamic Ebook called The Cave Man Guide to Training and Development. Under the What I Say category on my website I talk about traditional and nontraditional approaches to training and development, communication, theatre arts, and social behavior. You’ll even find voice demos.

One short note and I’m out of here. I will be on vacation for a week, thinking of you from the deck of a ship. I hope to do some speaking on ship, but if that doesn’t happen, I’ll smell the salty sea, bask in the sun until an opportunity presents itself. I will probably make myself a bit of a nuisance in learning about shipboard training practices, organizations, methods so that I’ll write it for you the next time. I may sneak a blog in if something rattles me. In the meanwhile, remember your egocentric audience, and don’t forget you are, too. Happy training.

For my students: there’s a blog, a rant and a ramble. Right now this is a ramble that became a reflection. It’s too long to be blog.

For more resources about training, see the Training library.

Tips To Get Your Document Read

Closeup hands passing document

Technical Writers do more than just write. They communicate relevant technical information to get jobs done; see previous posts on what a Technical Writer does (see Defining a Technical Writer). They create the documentation, but how do they present an effective and appealing document? In a previous post, we discussed how to create a Style Guide and the importance of them. The guide allows the writer to focus on writing the content, and less on the look and feel of the document. No matter which Style Guide is followed, there are certain popular generic rules that should be followed. You might say the items mentioned below, can be part of a Style Guide.

To increase the visual appeal of a document, we should adhere to certain rules the same way we do for grammar. If the document is too long, does not present any illustrations, and is strictly text, the user will have a problem just reading the first page. Readers will usually flip through the document to see how it is structured. If it has a lot of white space, images, and has varying styles and formats, then viewers will more likely read it. Apply some of the following tips:

  • Insert images; use plenty of graphics; snapshots, tables, and charts to aid in explanations.
  • Use pointers, callouts, or arrows pointing to each part of an active item.
  • Organize document with easy to find information; use plenty of pointers, references, tips, thumbnails, etc to guide the reader.
  • Make paragraphs short and succinct; use simple words and write for the audience.
  • Use icons indicating relevant-must know information; warnings, advice, rules, policies, etc.
  • Ensure plenty of white space.
  • Do not create lengthy documents; break it up into more than one.
  • Limit varying fonts and colors for pointing out information.
  • Use outlines, bullets, etc., for ease of readability.
  • Apply headers and footers.
  • Include Glossary, Table of Contents, Appendix, Index, Error section, Check List, or Reference sheet/card if applicable.
  • Include a Q&A section.
  • When instructing, create numerical step-by-step directions and include indented sub-levels if appropriate.
  • Change up the style from one section to another, e.g., from one column to two, or have text flow around images for a change.

Try to create a visually appealing document using some of the above ideas. If you have more suggestions or ideas on how to make documentation more appealing, please leave a comment.

How is Facilitating Different from Leading?

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A major difference between leading and facilitating is that a leader often tells; a facilitator always asks. In my book, The Secrets of Facilitation, I described how I learned what I call the fundamental secret of facilitation.

I began understanding the secret during my career with the management consulting division of what was then one of the Big-8 accounting and consulting firms. In the eight years I spent in that consulting practice, we had a standard way of addressing a client problem. We might be called in to review a particular department or activity. We would arrive with our army of bright people, interview those whom we believed were the key stakeholders, develop a set of recommendations based on our interviews and experience, and create what might be called the “100% Solution.” We would go away and come back a year later and perhaps, if we were lucky, 15% of the recommendations would be implemented.

In my final years with that organization, the practice in which I worked began taking a different approach. We would come in with a smaller group of consultants and work shoulder to shoulder with client personnel. Together we would convene group interviews (facilitated sessions) which typically included 8-20 people. In the facilitated sessions, the participants would create the recommendations, not the consultants. In most cases, they would only come up with what we might consider the 60% or 70% solution. So we would float ideas based on our experience. Some they would accept, others they would reject as “not beneficial” or “not implementable” in their environment. When all was done, they might have created what we would consider “the 85% solution.” Yet a year later, when we came back, amazingly 80-90% of the solution would be implemented!

Why wasn’t more of the “100% solution” implemented? Why would the “85% solution” gained through facilitation achieve far greater success? Therein lies the secret and the power behind it.

Secret #1
If they create it, they understand it and they accept it.

As an expert consultant, we were “telling” our clients what they needed to do. As a result, there was very little buy-in by our clients and their people. When we began “asking” the questions that resulted in them creating their own answers, the difference was staggering.

Dr. Robert Zawacki from the University of Colorado in his book “Transforming the Mature Information Technology Organization” put the secret this way:

ED = RD x CD
E
ffective Decisions = The Right Decision times Commitment to the Decision

Dr. Zawacki’s point is that the multiplication sign in the formula means that even the best decision can be rendered completely ineffective if commitment to the decision is lacking.

You can achieve more effective results when solutions are created, understood and accepted by the people impacted.

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For more resources, see the Library topic Facilitation.

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Michael Wilkinson is the CEO and Managing Director of Leadership Strategies, Inc., “The Facilitation Company” and author of Amazon best-seller “The Secrets of Facilitation”, “The Secrets to Masterful Meetings”, and the brand new “The Executive Guide to Facilitating Strategy.” Leadership Strategies is a global leader in facilitation services, providing companies with dynamic professional facilitators who lead executive teams and task forces in areas like strategic planning, issue resolution, process improvement and others. They are also a leading provider of facilitation training in the United States.

The Drivers Model: The Secret to Facilitating Strategy

Person writing a workflow strategy on a whiteboard

Leadership Strategies has developed the Drivers Model, a method for taking a strategic approach to addressing a business situation. The model provides a simple communication tool for helping organizations construct a strategic plan. The model is fully scalable and applies to Fortune 500 companies, non-profit organizations, a field office, an individual department, a work team, etc.

There are four major steps in our standard Drivers Model. What follows is a brief overview of the four steps.

Step 1: Where are we now? (Situation Assessment)

Understanding the current situation is vital to identifying the approaches needed to drive success. A full understanding of the current situation includes an analysis of several areas. The list below shows a sample list of assessment areas and one or two of the key questions to be answered for each.

Step 2. Where do we want to be? (Strategic Direction)

The heart of strategic direction setting is this second step. In our Drivers Model, the information from the situation assessment is combined with the understanding of future trends to develop the vision statement and the mission statement.

Step 3 – How do we plan to get there? (Implementation Planning)

Once the objectives are established, the next step is to develop the road map for achieving the direction. For the road map to be viable, however, it must focus on three areas in particular.

Step 4 – How will we monitor progress? (Monitoring)

Many organizations benefit simply from going through the process of creating a strategy. At this point, everyone is clear on where we are going and how we plan to get there. However, the key value to strategy development comes in the implementation of the plan. Unfortunately, all too often, strategic plans become space fillers on an executive’s bookshelf. To prevent this occurrence, we recommend a structured monitoring process every three-to-six months.

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Michael Wilkinson is the CEO and Managing Director of Leadership Strategies, Inc., “The Facilitation Company” and author of Amazon best-seller “The Secrets of Facilitation”, “The Secrets to Masterful Meetings”, and the brand new “The Executive Guide to Facilitating Strategy.” Leadership Strategies is a global leader in facilitation services, providing companies with dynamic professional facilitators who lead executive teams and task forces in areas like strategic planning, issue resolution, process improvement and others. They are also a leading provider of facilitation training in the United States.

Effective Meetings: The Top Three Challenges

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“I hate meetings…they are a waste of time. We just talk, talk, talk…nothings gets done!”

Are you in charge of leading meetings? If so, what are your meetings like? Does real work gets done or is it just talk, talk, talk?

Here are the top three questions that I’m frequently asked by team and project leaders. They involve running productive meetings, keeping them on track and getting work done.

1. “Do you have any tips on encouraging people to be on time to meetings?”
The general rule is to start the meeting on time. This gives the message to people that you are serious about time and meeting management. If you start late, it penalizes the people who make an effort to be there at the designated time. Also, if someone only needs to attend for one particular segment of the meeting, let that person know when that agenda item will be dealt with. Then he doesn’t have to attend the entire meeting, just the part for his input.

Also, research suggests that setting a meeting time that is NOT on the hour or half hour is more likely to result in people arriving on time. For example, consider starting your meeting at 2:10 P.M. rather than 2:00 P.M. It certainly should get the attention of the participants.

2. “We hold regular staff meetings but often we spend a great deal of time on nothing at all. What can we do to be more productive?”
Meetings that occur every week, or on some other regular basis, can be useful provided that there is a clear, important purpose for the meetings. However, this is often not the case. Weekly staff meetings tend to occur simply because that’s the way it’s always been. So if you want to change that here are some things you can do.

Make sure first they are really necessary. Examine the agenda and ask: “Are each of these items essential or can it be handled outside the meeting? Have variety in your staff meetings. Occasionally bring in a speaker, have the meeting off-site, have a celebration, use a film clip or article to generate discussion. Put your creativity hat on and make the meetings interesting.

3. “No matter what we do, our meetings go on and on and on. What can we do to shorten our meeting?”
First, always have an agenda and stick to it. Each agenda item should have a time limit. If you are going over the set time for that item, the group has several choices:

  • The item can be tabled to the next meeting
  • If an agenda item is multi-faceted, then an option is to focus on one or two key aspects and table the remaining parts until the next meeting.
  • The group can decide that this item needs to be dealt with now and extends the time knowing that other items on the agenda may get short-changed or postponed.

Second, it’s important to have ground rules for discussion. For example, some one can “hold the floor” on a single topic or item for a certain time limit that makes sense…two minutes, five minutes and enforce it with a timer. Or someone can speak on any given topic or item two times and that’s it. This prevents talking the topic to death.

Management Success Tip:

As a meeting leader, you wear different hats. You’re the traffic cop making sure everyone gets a turn to speak and controlling the talkers; the director managing the agenda and time so that things get done; the diplomat dealing with inevitable differences of opinion; and the host providing treats, a good atmosphere and occassional fun.

Do you want to develop your Management Smarts?

Career Anchors: What Motivates You?

A-focused-career-woman-working-on-her-laptop

career motivationNot everyone is motivated by the same thing. It really is different strokes for different folks.

Some people thrive on being creative and innovative whereas others prefer stability and continuity. Challenge and constant simulation may be important to one person, while creating a work/life balance is paramount to another.

So, what is important to you in your career?

What motivates you to do your best work? To help people answer this questions, Edgar Schein, a specialist in career dynamics, identified eight career anchors that impact career choice and career satisfaction. What are yours?

1. Technical / Functional
Your primary concern is to exercise your talents and skills in your particular technical or functional area. You feel most successful when you are recognized as an expert and are given challenging work rather than being given promotions and raises, although these are important.
2. Managerial
Your primary concern is to integrate the efforts of others and to be fully accountable for results and to tie together different functions in an organization. You welcome the opportunity to make decisions, to direct and coordinate work and to influence others.
3. Autonomy / Independence
Your primary concern is with freeing yourself from organizational rules and restrictions in favor of determining the nature of your work without significant direction from others. You enjoy being on your won and setting your won pace, schedule, lifestyle and work habits.
4. Security / Stability
Your primary concern is to stabilize your career so that you can feel safe and secure or that future events will be predictable. A long term career, geographic stability, good job benefits, basic job security and community involvement are very important to you.
5. Service / Dedication
Your primary concern is to achieve some value (e.g. make the world a better place to live; improve harmony among people; help others, etc.). You tend to be more oriented to the value of your work than to the actual talents or areas of competence involved.
6. Pure Challenge
Your primary concern is to solve unsolvable problems, to win out over tough opponents or to surmount difficult obstacles. The process of winning is most central to you rather than a particular field or skill area.
7. Life Style Integration
Your primary concern is to make all the major sectors of your life work together into an integrated whole. You do not want to have to choose between family, career or self-development. You want a well-balanced life style.
8. Entrepreneurship
Your primary concern is to create something new or different – product or service. You are willing to take risks without knowing the outcome. You have a desire for personal prominence in whatever is accomplished.

Career Success Tip:

Realize that different personal and professional situations bring forward different dominant anchors. For example, people early in their careers may want to develop an expertise and relate to the technical/functional anchor. Later on they may want to be in charge of a department or division and switch to a general managerial anchor. And if life priorities change, they may identify most closely with the lifestyle or service anchors.

Do you want to develop Career Smarts?