Anatomy of the Drivers Model

Drawing of a light bulb on a board

The table below summarizes the definition of each component of the Drivers Model.

Vision

A picture of the “preferred future”; a statement that describes how the future will look if the organization fulfills its mission.

To be the place where meeting planners meet

Mission

A statement of the overall purpose of an organization which describes what you do, for whom you do it and the benefit.

To provide a forum for furthering the growth and professionalism of the meetings industry

Guiding Principles

General guidelines which set the foundation for how an organization will operate.

We believe we must remain a comfortable forum for meeting planners. Therefore we will implement policies to ensure a suitable membership balance between planners and suppliers

Goals

Broad, long-term aims that define fulfillment of the mission.

Maximize membership growth, retention and involvement

Objectives

Specific, quantifiable, realistic targets that measure the accomplishment of a goal over a specified period of time.

Increase average attendance from 125 to 250 per meeting

Positioning Statements

Positioning statements are broad determinations about the direction and focus of the organization.

We believe increases in the quality of manufacturing in third-world countries will result in an acceleration in the downward pressure on retail prices for lighting products. Therefore we must seek off-shore opportunities for sourcing products and, in the longer term, establish our own international manufacturing capability.

Critical
Success
Factors

Key conditions that must be created to achieve one or more objectives.

High awareness by meeting planners of the association and its benefits to attract members

Barriers

Existing or potential challenges that hinder the achievement of one or more objectives.

Inadequate process for getting new members involved results in burn-out of a few and low retention

Strategies

Broad activities required to achieve an objective, create a critical condition, or overcome a barrier.

Utilize assessment survey and industry referrals to select quality speakers and topics

Action
Plans

Specific steps to be taken, by whom and by when, to implement a strategy.

Assemble new PR committee (Exec, Feb 1)

Develop PR objectives (PR, Mar 1)

Develop promotion (PR, Mar 15)

__________________________

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.

A Box Full of Hope and a Heart Full of Dreams

A young looking happy and hopeful
The wonderful thing about going for your dreams is not just realizing the dream, but realizing who you’ve become because of your dream! – Janae Bower

If I knew then what I know now, I really wonder if I would have chosen this path to live my dreams. Today is the 10-year anniversary of my personal and spiritual growth business, Finding IT. I have a picture of me on the exact day that I left corporate America with my box full of hope and my heart full of dreams. I wrote on the box “Outta here Metris. Feb. 5, 2002 at 3:05pm.” I’m holding a ribbon that says “Spirit award” in one hand and my other hand is in a thumbs up position. I look so young (and was young 30 years old). I see the passion in my smile and the naiveté in my eyes.

I remember that day as if it was yesterday. I was put into a situation in which I had to choose to fight for my dream. I didn’t have to physcically leave my job in corporate America, but I knew in my heart and soul that I needed to spiritually leave. On Valentine’s Day, I sent cards to my network and this is what I had to say.

It’s Valentine’s Day, February 14, 2002

And I want to celebrate this day with you!

For years I’ve been busy preparing to follow my heart

And today living my dream full-time is what I’ll start.

A training and consulting company – InnerConnections my name

Focusing on spirit in the workplace will be my “claim to fame.”

So thank you for helping me feel so blessed, fulfilled and whole

Because in some special way you’ve helped me achieve this goal.

After many years of trying to focus on bringing spirit in the workplace and struggling, I changed my focus to living out my spirituality in my work, in whatever work I was doing. That is when I changed my business name to Finding IT and refocused my energies. I gave up what “IT” had to look like and instead let whatever IT was meant to be come to me.

I was recently inspired to enter a national video contest to share your expertise through Brendon Burchard’s Experts Academy. This was a perfect opportunity for me to share how I’ve lived out my own spirituality through my life’s work with this business.

www.janaebower.com/celebration

Making this video was overwhelming (yes somewhat in the production of it), but mostly in what the video represented to me. When you see the video and see me talking about one of my books that I wrote this past 10 years, what you see is the finished product. What you don’t see is all the heart and soul of the behind-the-scenes unfinished product and unfinished person that it really took to get to that finished product. What you don’t see is the faith that’s it taken me to endure this past 10 years through all the obstacles and heartaches. What you don’t see is the countless hours of pure heart and soul that’s gone into the business.

What I hope you do see is the incredible gratitude I feel for how pursuing my life’s work has been one of the most incredible blessings of my life. I’ve grown so much spiritually by having to live out my faith in whatever work I was being called to do.

Like the quote above, by realizing the dream I’ve realized who I’ve become as a person. My hope is that you will too realize who you are as you go for the big dreams in your life.

Join me in celebrating the journey of our BIG dreams. www.janaebower.com/celebration.

************************

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

——————

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.

Final- The Twelve Lessons I Learned (Or Re-learned) in 2011

A-hardworking-office-worker-sitting-desk-front-open-laptop-pc-making-notes

This post will conclude a series on Twelve Lessons I Learned or Re Learned this Year. These final two are lessons that I am reminded of often. Within these two, I find challenge and reward.

Lesson Eleven

Your Lessons Can’t Be Forced On Others. My teenager reminds me of this daily. She has always been strong willed and independent. (I am not sure where she gets it really). She is determined to learn everything on her own and she is determined to do things her way. And from her, I was reminded that I need to let her. I have to trust that I gave her enough tools while she was growing up to make better choices and to learn from the few bad ones she makes a along the way.

When you consider how adults learn, we all know that it is not by listening to others anyway. However, I so often get the same response from managers when I ask how this employee or that employee should have known to make a better choice, “They should have known because I told them right when they started not to do it that way.” However, did we tell them why it was important? Or did we share the result of doing it that way? Did we give them the tools to make the right decision? Or did we just tell them to do it that way because we said so?

We need to provide the tools to trust employees to make the right choice. And when they make the wrong one, we need to coach them through the process.

Lesson Twelve

HR is Still the Best Job on the Planet. Despite all the bad press we get, HR can have the biggest impact on the organization. When it is good, you can see all the positive impact and when it’s not so good, you can see that too. Figuring out how to do it well is part of the challenge and with all the change that comes within organizations, the challenge is constant. And despite the challenge, HR can be the most rewarding job in the company when you find what works for your organization and see real impact to the bottom line. Many organizations still don’t expect HR to impact the bottom line in a positive way and often when it happens, credit is given to operations or other leaders. That remains part of the challenge and I say it’s ok if someone else gets credit. If we are doing this for right reasons, that doesn’t matter anyway.

For more resources, See the Human Resources library.

Sheri Mazurek is a training and human resource professional with over 16 years of management experience, and is skilled in all areas of employee management and human resource functions, with a specialty in learning and development. She is available to help you with your Human Resources and Training needs on a contract basis. For more information send an email to smazurek0615@gmail.com or visit www.sherimazurek.com. Follow me on twitter @Sherimaz.

Talk About Transparency!

A-man-talking-to-an-audience-in-a-room

Not your fault? Let the people know!

Additional fees for air travel have been a topic of increasing unpopularity in recent years, so when new federal regulations pushed airlines to conceal government taxes in fares, budget line Spirit fought back with the ultimate in transparency.

By sending an email with the following headline to its customer base, Spirit made it clear to stakeholders that it’s still 100% committed to being a low-cost airline:

The letter goes on to explain exactly why the new fees have been included, why Spirit does not support the policy, and even includes a call-to-action, complete with links to locate and contact representatives in the House and Senate, all in a concise 150 words.

It would be quite easy for airlines to just shrug this off and assume customers were educated about new changes to the fare structure, and, judging by the thundering silence from just about everyone else in the industry, that’s exactly the choice they’ve made. By thinking about how its customers would feel, and meeting them with the information they want the very second they realize they want it, Spirit set itself apart, and in that action likely gained customers for life.

——————————-
For more resources, see the Free Management Library topic: Crisis Management
——————————-

[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 Social Media Manager for the firm, and also editor of its newsletter, Crisis Manager]

Demonstrating Board Leadership with Social Media

employees-having-a-board-meeting

This is a companion piece to an article at my blog, Marion Conway – Nonprofit Consultant: Demonstrating Board Leadership with Facebook

I write and present about how small nonprofits should use social media. I am usually writing about it from the standpoint of what a nonprofit should do. This is about what Board Members should do. Almost every small nonprofit I work with has an underutilized web presence. Some have made an investment which is big for them in a new website and are disappointed that the website does not generate much in the way of online donations. I frequently wince when I see these websites and some of the fundamental mistakes that have been made.

But board members can do a great deal to boost the overall web presence of their nonprofit. Today, in addition to a website, having a vibrant social media presence is an important tool in any nonprofit’s toolbox. It is a key way to build relationships with existing supporters and to find new ones.

Having a website is not like “If we build it, they will come.” They won’t – that only happens in the movies. You have to DRIVE traffic to your website. And the best way to do that is with a vibrant social media presence.

First let’s look at what a nonprofit should ideally be doing with its overall web presence:

  • Engage existing supporters
  • Find potential new friends (donors, volunteers, etc)
  • Find volunteers
  • Find people who are interested in attending events – and maybe sell tickets
  • Identify potential Board Members
  • Build better relationships with all of the above people
  • Get donations

The last one – get donations – comes later. First you have to do all the other things. Board members can help with some of or all of these goals by just incorporating their nonprofit into what they already do with social media. Different board members will use different aspects of social media and they can all contribute in their own way. I am not talking about asking your friends to give money online. If you feel comfortable doing that, by all means, go ahead. But that is not what I am suggesting here. I am talking about how you can be an ambassador online just by tweaking – a very little bit – what you already do. Let’s look at the possibilities.

Facebook

My article, Demonstrating Board Leadership with Facebook is getting record readership, and I am getting lots of feedback about sharing it with other Board members. I go into detail with these items in that article but here are the highlights for board members on Facebook:

  1. Like the organization’s page
  2. Like comments and comment on the page’s posts
  3. Initiate posts on the organization’s wall.
  4. Initiate posts on your own wall.
  5. Post pictures

LinkedIn

LinkedIn has become an important resource for nonprofits. You can use LinkedIn to give positive exposure to you and to your nonprofit. Here are a few ways:

1. Update your profile

LinkedIn has a new category in its profile – Volunteer Experience & Causes. You can enhance your profile and gives some exposure to your organization by updating your profile to include your Board Service. You can see mine as an example.

Marion’s LinkedIn Profile

2. Donor and Board Member Prospecting

Use the search and advanced search to find people who have particular professions, went to your university and more to find people you know who may be a good match. This takes a little time but you can do it whenever you have free time and you just might find some good prospects to invite to be a Board member or to invite to an event.

3. Update your Status

You can update your status to show activities you are involved with at your nonprofit – always include a link to their website. Updating your status can serve to keep both your name and your nonprofit’s name in the sight of your business friends. It is a win-win situation. Short, but effective. And if you have linked your LinkedIn and twitter accounts, you can just click to have this update appear automatically in twitter also. Use this to promote events, seek new Board members, etc.

Twitter

I love twitter and I am active on it. I enjoy being part of an active nonprofit online community and learn about incredible opportunities, great resources and events all the time on twitter. It has been wonderful to finally meet people in person at conferences or at a workshop who I have only known on twitter. But I don’t see twitter as being very useful for the purpose of a Board Member using it to build relationships for a nonprofit. If you are on twitter, be sure to mention your nonprofit sometimes especially if they are on twitter too.

There are two exceptions to this is that twitter is wonderful for – advocacy and promoting events. If advocacy is a part of what your nonprofit does, Board Members who are on twitter should definitely be using their 140 characters for advocacy. Make sure you use relevant hastags (#) and you will see lots of new followers.

If your nonprofit is having an event and you have local followers promote the event and link to the nonprofit’s website – not the homepage but the event information page. Be thoughtful in using hashtags so that more people than just your followers may see the tweets.

Blogs

Do you read blogs related to the work of your nonprofit. Be sure to leave comments and mention your organization in the comments when appropriate.

Websites

Do you have a website – personal or small business. Include your board membership in your biography and have a link to it in the bio. If appropriate have a small “ad” for events that your nonprofit is having on your website.

Pinterest

Pinterest is new and you may not of heard of it, but it is very fast growing. It is a new social media site that is perfect for people who like visuals and it is very simple and easy to use. It is essentially a bunch of online bulletin boards. Once you have a pinterest account – which you can associate with your facebook account, you can easily “pin” visuals on a board. You can have lots of Boards and it is best to have all the visuals on that board be about a common topic. This is the link to one of my favorites – nonprofit infographics by Beth Kanter: http://pinterest.com/kanter/nonprofit-infographics/. If you have a pinterest account, create some Boards with visuals about your nonprofit. Cover an event or a program. Use a brief description. And then…post an invitation to see your Board on facebook, twitter LinkedIn, etc. You get the idea – have it go viral. I think that Pinterest may take off and become very popular so I am including it in this list of social media things to do.

I hope this article has given you something to think about. These are all easy things to do but they can have a big impact if enough people take just a few steps. And I promise it won’t seem like work at all, once you dive in, you’ll enjoy it.

——————

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

Basic Guidelines to Reframing — to Seeing Things Differently

Two-dedicated-employees-working-together.

Reframing is seeing the current situation from a different perspective, which can be tremendously helpful in problem solving, decision making and learning.

Reframing is helping you or another person to more constructively move on from a situation in which you or the other person feels stuck or confused.

The aim of reframing is to shift one’s perspective to be more empowered to act – and hopefully to learn at the same time.

Many times, merely reframing one’s perspective on a situation can also help people change how they feel about the situation, as well.

Many fields regularly use reframing, including therapy, coaching and even marketing and sales. Techniques of reframing can also be used to cultivate creative and critical thinking skills.

When working to reframe perspective on a situation, consider the following basic guidelines. Keep in mind that, even though the following examples are about another person’s comments, you can use the guidelines to shift your own perspectives, as well.

Shift from passive to active

For example, if the other person said, “I really doubt that I can do anything about this,” you might respond, “What is one small step that you might take?”

Shift from negative feeling to positive feeling

For example, if the other person said, “I don’t want to work on that now because it makes me feel sad,” you might respond, “What small part of that might you work on for now, that might even leave you feeling a bit more happy?”

Shift from past to future

For example, if the other person said, “I’ve never been good at public speaking,” you might respond, “If you imagined yourself to be successful at public speaking, how would you be speaking that would be successful?”

Shift from future to past

For example, if the other person said, “I can’t seem to get started on achieving this goal,” you might respond, “Has there been a time in the past when you achieved a goal and, if so, what did you do back then to be successful? How might you use that approach now?”

Shift from others to oneself

For example, if the other person said, “They don’t seem to like me,” you might respond, “What do you like about yourself?”

Shift from a liability to an asset

For example, if the other person said, “I’m such a perfectionist,” you might respond, “How might being a perfectionist help in your job and life, though?”

Shift from victimization to empowerment

For example, if the other person said, “That always seems to happen to me,” you might respond, “Sometimes we even do that to ourselves. Perhaps it’d be useful to explore if you’re somehow doing that to yourself, too?”

Can you think of other examples of reframing?

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

————————————————————————-

Carter McNamara, MBA, PhD – Authenticity Consulting, LLC – 763-971-8890
Read my blogs: Boards, Consulting and OD, and Strategic Planning.

Finding the Way Out of a Coffin That’s Nailed Shut

Finding-the-Way-Out-of-a-Coffin-That's-Nailed-Shut

Tom in The Glass Menagerie wants to know how the magician or anyone can “find a way out of coffin that is nailed shut without removing one nail,” or you could say how to find “a way up the slippery slope.” Work and work relationships can do more harm than good. This is one such tale.

My friend, Phil, is an intelligent, creative and passionate worker as well as an excellent communicator–only problem is: he doesn’t fit his job description. According to his supervisor, he was, to put it kindly, miss-classified when he was with higher headquarters and just doesn’t fit in in the Regional office model.

Some might call it a personality conflict with the boss. Some might say Phil was just incompetent, and did nothing but make everyone else work harder. Either way, no one was happy with the situation, and the system it seemed left everyone paralyzed to do anything about it. Except Phil who was trapped.

Here it is: the story I’ve wanted to tell for a long time. The story of a worker, moved by higher headquarters to a regional office with a different mission, left high and dry after a reorganization with a boss who didn’t think he was qualified. He was a star at headquarters, but the Regional office wanted to show how it was important, too. He went from being a star to being a nobody, a nothing, a loser. Sadly, it wasn’t his fault, but no one will ever claim otherwise.

Unfortunately for Phil, it meant staying on in a position where his talents were unappreciated, professionally ruined and alienated in his own office and the one he left behind in central office. He was completely isolated by those he used to call friends who were not willing to support the once-king creator, now loser. No doubt ego played a huge role, but we don’t even have to go there. The system failed him–plain and simple.

While there may be many options in the system to deal with situations like this, most deal in a negative way for the employee, and work for the supervisor by putting an uncooperative employee “in their place” or making them quit altogether. Safe management, not leadership. The options made for Phil were the ones where he had to initiate and there was, of course, his own admission that he was unable to do the job assigned. Hence, he admits to incompetence when that is not the issue.

There was one attempt intended to make him feel the system was trying to help him, but it left him virtually demoted under the guise of “no way to create a job at the same level,” which he accepted, and with a real loss of self esteem, which left him depressed. With the depression was a trail of times misspent worrying about surviving the job. Lost time and lost opportunities. Fortunately, no loss of life (his own) in these desperate times, although his health was profoundly affected. The body reacts to stress.

There seemed a willingness only to let him fall on his own sword, a willingness to use the system to pressure career decisions he didn’t want to make because he needed the job, an unwillingness to move him to another position, create a position or just change supervisors. Falling on his sword or any of the “forced” decisions on his part would help any supervisor stay unblemished by the association, and the higher-ups not having to make a “leadership” decision that they’d have to live with that involved a breathing human being and not a spread sheet.

There’s always more to it, but I’ll try to stay focused on how to remove oneself from such a position gracefully, and win back in the end the most important loss–self esteem.

What to do? Apply for jobs, but in this economy–not a good option. Many resumes and letters later, Phil begins to wonder if the supervisor who encouraged this move was also not supporting him when the calls for recommendations came in, or if word had already spread among Phil’s professional world he had been black balled–all for the sake of ego.

Sad but true, despite all the conversations that said, “don’t worry about your job, I’ll do all I can,” until such time and every creative decision is derailed because the supervisor wants any efforts made to change the situation made by Phil himself, on behalf of himself. Phil’s reputation prior to the move had been founded on his ability to find creative solutions, but here he was stuck.

Fortunately possibilities for retirement were near–just not a Phil’s timetable. It was still years down the road. He had made the original move for family; his wife had been offered a great job near her not-so-well parents. The commissioner in headquarters, impressed with Phil’s abilities, made the call the Region felt obliged to honor–his request to hire Phil. But commissioners change, and some aren’t always the leaders their predecessors were. Thus, follow-on support was influenced by present conditions…and the viewpoints of others affected–except Phil’s. His story didn’t matter no matter how professional he made it, with no accusations–just a simple request the system couldn’t handle. At some point, one has to think it was the people who didn’t want to be connected to Phil in any way so not doing anything to help ensured their anonymity, although their intervention would have made more sense.

So, Phil stayed, determined to see it through and do whatever he had to do to make it work. He played nice with all his colleagues, maintained everything he did at a professional level, and kept asking how to make things work. The work piled on as the goal it appeared was to never let Phil succeed. He had seen a memo where his supervisor had expressed her doubts that Phil would be able to succeed (in fact she was sure of it) and by not doing so would bring the unit down, the agency down, etc. And, the supervisor was determined not to be wrong in this assessment. It appears the mark of her leadership was always calling it right. It appeared she saw chances and trust laced with risk despite that it would have shown strength of character on her part. The depression and sleeping pills helped Phil gain nominal normalcy of life. At least, he found a way not to obsess about his failure at work, to his family to himself for a time

The way out. Retirement. No burned bridges. Relief. Phil was more busy in retired life, but he smiled everyday. He was not at all proud of his last eight years on the job–a job he once thought important to others, one he once seemed dedicating his life to. It was now the one topic that made him feel dead inside–no feelings whatsoever. No, that was just what he told himself. In reality he even took a few calls and talked with clients about their problems and not his; he listened and gave advice with the caveat he was retired now with no real authority. He couldn’t help himself; he was just that kind of guy.

No time now to be bitter–only time to live and try to do what he loved. It was a little late. Eight years spent with passion would have been better than the stress spent to survive the job. Now that passion was spent writing and doing those things he didn’t have time for. He had incorporated some while still on the job, taking time away from the family, but it save his sanity.

Suddenly, Phil is something of a hit in retirement now being able to say what he thought. His creativity and view of the world are appreciated and even revered by some–something that began as a “mistake” was made whole again. He feels validated for the first time in years. Vindicated, maybe never. However, he blogged and he spoke on things not related to his old job. His view on the world was different, appealing in its difference to an audience who had been there, too. They connected.

And then, it was over. The stress had taken its toll. He died. We all know many people who die six months after retirement. Could this be a reason? A possibility?

There are so many other ways this story could have gone. There were simple solutions that would have left Phil happy or at least relieved–and productive, willing to give back tenfold what took him away from the hellish situation. The moral of the story is to see the tree, not just the forest. The worth of a man is beyond his classification. Instead of looking for weaknesses, look for strengths, train and use those strengths, and the company will gain even more.

For more resources about training, see the Training library.

The Cave Man trainer has again tried to put a new face on a training topic. This one, I admit, was a little different. It came from the heart. You can still find more of my writings on my website, and leave comments here or there. You don’t have to agree with me to find favor. I am happy to post opposing views, and even offer guest bloggers a chance to voice their opinion in some detail. Check out my book The Cave Man Guide to Training and Development on sale now with a coupon code to make it irresistible. Thanks for listening.

Happy training.

Emerging and Awakening

A-man-thinking-with-his-hands-on-this-jaw.

This week marks the time when we reach the midpoint between the Winter Solstice and the Spring Equinox. It marks a time when the days start to appear longer, the light emerges from the darkness. In the Celtic tradition this is celebrated as the cross-quarter holiday of Imbolc. Other holidays are St. Brigit’s Day, Groundhog Day and Candlemass. This is a time of germination before the new growth.

What is Emerging?

Sit still, find quiet time to hear what is rustling beneath the awareness of your mind. Discern the new growth below the surface. What is germinating, building energy to emerge in your work and your world? Notice what shifts or new opportunities emerge for you in the coming weeks. Keep a journal of thoughts, ideas, dreams, interesting conversations for the next 30 days. Then review it to see if there are patterns or themes to guide you into the spring.

I’ve had numerous conversations lately about what this year is about- the dawn of a new era, a new beginning, a new phase of human existence. I don’t believe 2012 is a year of catastrophe. Rather I see it as a time when many are experiencing personal and global wake-up calls. We are being nudged, if not jolted, into awakening. We are being asked, guided, forced, inspired to live differently.

Personal and Global Awakening

I believe we are shifting into a new era, a time of greater connectivity across the planet. It’s also a time that requires greater connectivity within yourself. No more escaping, running, hiding from pain, doubts, fears that hold you back. It is a time to step more fully into the truth, power, and beauty of who you are. It is a time to tap into your gifts, clear away the clutter of your mind, your work, your life, your relationships to live more authentically, more intentionally. This helps not only you but everyone around you.

You have a chance to shift gears, to expand your horizons. In doing so, you join the dance with others to transform the planet- emotionally, energetically, physically, mentally.

Be Still and connect with your Inner Wisdom, your Source of inspiration and renewal.

**************************

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

——————

Linda has a new Fan Page – https://www.facebook.com/LindaJFerguson “Like” this page if you want to get notices of these blog posts and other updates of Linda’s work. See also her website- www.lindajferguson.com for information on her individual and group coaching, workshops, and keynote presentations.

Click this link to order Linda’s 10th Anniversary edition of “Path for Greatness: Work as Spiritual Service”.

How To Better Manage Your Grant Program

Business-colleagues-working-on-a-grant-seeking-calendar

Too often we wind up letting the tail wag the dog. I know, I’ve been there.

Not long ago, I came across an RFP (Request for Proposal) that was outside the scope of what our organization was planning to do during the current fiscal year. I talked to our program staff, and they came up with a good idea that would fit the RFP … an idea, however, that was not in our operating budget.

So, with the enthusiasm of the staff, I wrote and submitted the proposal. And we won the grant.

Great news, right ?? Not exactly !!

Now we have to implement this new project that doesn’t underwrite any costs in our current operating budget. So, in reality, we will have to ask our already stretched program staff to implement this project in their “spare time”….

The better way to manage your grant program is to collaborate with your program staff during the budgeting process to agree on what your organization is planning for the next fiscal year.

Projects, programs, and overhead costs that end up in your operating budget can then be included in your grant-seeking calendar. Those that end up getting cut during budgeting can also be included, but at a lower priority.

This allows you, as the grant manager, to focus your efforts on funding your organization’s operating budget, instead of chasing after money for projects or programs that your organization may not need or can’t afford to implement.

There is, then, a simple question that should, with rare exception, define your decision-making process: Is the project or program in the current operating budget? If YES, pursue for grant funding; if NO, don’t….

This might come in handy when you have to explain to your program staff/executive director/board member why you didn’t pursue a “great grant opportunity” that they handed to you.

And, please keep in mind that this is best managed with some flexibility. Perhaps an RFP comes your way that is too good to pass up. As long as your NPO’s leadership and program staff give it the green light … and understand the consequences of implementing the new venture, then go for it.

Another green light for an off-budget project or program is one in which you can include a portion of your current operating budget – perhaps staff time to implement the new project/program.

Just remember, don’t let off-budget new-ideas control your grant-seeking process. Be the dog wagging the tail, not the other way around; you will better serve your organization with a more thoughtful approach.
=-=-=-=-=-=-=-=-=-=-=-=-=-=

Lynn deLearie Consulting, LLC, helps nonprofit organizations develop, enhance and expand grant programs, and helps them secure funding from foundations and corporations. Contact Lynn deLearie..