Five Tips on Making Your Evaluation More Systematic

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Evaluation experts often define evaluation as a systematic endeavor. Recently I have been considering what this really means. How do we carry out a more systematic evaluation? How do we translate this into practice?

 

Aim for Consistency

Aim for consistency in data collection efforts. Data should be collected the same way every time. How can this be practically achieved? Write out instructions for completing survey questionnaires and share them out loud. Do this even though it might seem unnecessary. There are various ways individuals can interpret how to answer a question. For example, including the directions “please check off only one option” avoids potential problems such as some individuals only checking off the best response while others checking off multiple responses.

Also, use the same questions for the survey or semi-structured interview or focus group, each time. This helps with consistency in data analysis across various groups.

 

Aim for Replicability

Include detailed instructions for those who will be administering your survey with the goal of someone else being able to replicate your evaluation study. Though evaluation is not the same as research, aiming for replicability will make your evaluation efforts more consistent and systematic. I like to think of it as akin to leaving detailed instructions for a friend who will be caring for a temperamental pet or plant. Such a pet or a plant will thrive better on consistent care. So it is wise to attempt to replicate the same level of care you’d give the pet or plant by writing out a plan of care.

Sometimes stakeholders can feel that such instructions are insulting to their intelligence. So it helps to emphasize the need for consistency and to explain why you are doing things the way you have chosen to do them. Data that is collected inconsistently can result in difficulties in analyzing the data and having to exclude responses, which can further complicate analysis. This also decreases the validity of the data collection method—that is, we are not really measuring what we think we are measuring.

 

Involve Stakeholders in Every Stage of the Evaluation, especially Planning

How do we maintain consistency especially when others are involved in data collection? Involving key program stakeholders in planning the evaluation can increase consistency in data collection efforts. Brainstorm with them ways to collect data consistently. Provide an interactive training in data collection.

 

Draft a Written Plan for Data Collection

A written plan for data collection can help identify pitfalls ahead of time. It also provides a game plan to stick to each time. Once data collection has started, have regular meetings with program stakeholders or staff to discuss the data collection plan and how adherence to the plan can be maintained.

 

Pilot test Your Data Collection Method

Pilot testing your data collection method can help bring awareness of potential problems with your data collection tool. It also provides a good opportunity for program stakeholders such as clients to provide input about your data collection method and tool. A pilot testing survey includes questions such as:

  1. Were all the questions easy to understand?
  2. Were all the survey directions clear?
  3. Is there any other feedback you have about the survey process?
  4. How can we further improve this survey?

Sometimes Clever isn’t Clever

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Going risqué can quickly create a need for crisis management

The world of advertising gives us quite a bit of fodder, probably because those in the biz are constantly trying to draw a reaction from the public. The danger there is that it’s quite easy to go too far, putting a company’s reputation at risk.

For example, just after New Zealand’s Parliament approved same-sex marriage, beer brewer Tui put up a billboard reading:

“Dad’s new husband seems nice.”

“Yeah right.”

Now, the “Yeah right” slogan is part of a decades-long campaign of Tui’s, but insulted gay rights activists didn’t think it was funny, and quickly flooded Tui’s Facebook page with negative comments.

Asked for his take on the issue, Bernstein Crisis Management president Jonathan Bernstein offered up the following quip to Ragan.com’s Matt Wilson:

Sometimes being clever isn’t clever. This was a totally preventable crisis, because even the tiniest bit of market research would have predicted a negative reaction by a significant number of people.

Regardless of what type of messaging you’re putting out, whether it’s advertising, crisis communications, or anything else, you absolutely must put yourself in the shoes of the recipients, thinking, “how could this upset people?” If the answers come pouring in, it’s time to reconsider.

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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, 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]

Make your Grant Proposal Team into a Learning Organization!

What is a Learning Organization?
Modern nonprofits face unrelenting pressures to remain competitive with their federal agencies. One way to address these pressures is to create a special type of nonprofit grant proposal team – a learning organization that facilitates the learning of its members and continuously transforms itself.

I was reminded of the importance of facilitating learning in a grant proposal debriefing. I had just finished serving as the Proposal Manager on a bid to NASA. We were proposing to manage an ongoing graduate fellowship program in science, technology, engineering, and mathematics to help prepare NASA’s future workforce and contribute to the nation’s need for scientists, engineers, and mathematicians.

Although I have worked in proposal development for over two decades, during the debriefing I was pleasantly surprised to pick up several constructive suggestions about what I could have done better to manage this proposal effort. It was a forceful example to me of how proposal teams can function as learning organizations.

Without this debriefing, we probably would have made the same mistakes again. But, with this debriefing, we were able to identify and acknowledge our mistakes and learn from them, all in a meeting of less than two hours.

How to Develop a Grants Learning Organization
There is a voluminous literature on how to develop learning organizations, but a good start comes from a citation in our proposal. In the first section, we discussed a book that has been attracting attention at NASA, Tony Wagner’s The Global Achievement Gap: Why Even Our Best Schools Don’t Teach the New Survival Skills Our Children Need – and What We Can Do About It (2008). Although this is a study of America’s K-12 education system, Wagner’s advice can be used to help grant proposal teams become learning organizations.

According to Wagner, our nation’s schools do not teach students how to be critical thinkers and problem-solvers. To prepare young people for productive adulthoods and civic engagement, Wagner recommends that schools concentrate on instilling seven survival skills for the 21st century:

• Critical thinking and problem-solving.
• Curiosity and imagination.
• Collaboration across networks and leading by influence.
• Agility and adaptability.
• Initiative and entrepreneurialism.
• Effective oral and written communication.
• Accessing and analyzing information.

I doubt whether the skills needed on effective grant proposal teams are different. To remain competitive as grant proposal professionals, we will need to identify, recruit, and nurture the kinds of people who have these seven important skills. If proposal professionals cannot ask good questions, think critically, communicate effectively, or solve problems, then our grant proposals are not likely to remain competitive in the face of fierce competition for federal grants.

There are many ways to promote learning organizations in the nonprofit world. For grant proposal professionals, a good first step would be to read Wagner’s The Global Achievement Gap. It is a stirring guide to what we should want for our children – and expect from our colleagues.

Find ways to learn from your grant development efforts and you will submit more competitive proposals. It is that easy, and that difficult.
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Dr. Jayme Sokolow, founder and president of The Development Source, Inc.,
helps nonprofit organizations develop successful proposals to government agencies. Contact Jayme Sokolow.
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Look for Jayme’s ebook on Finding & Getting Federal Government Grants. It’s part of The Fundraising Series of ebooks
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If you’re reading this on-line and 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. If you’ve received this posting as an email, click on the email link (above) to communicate with the author.

3 Tips for Marketing within Small Online Communities

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Guest Author: Megan Webb-Morgan

A study from Social Media Explorer found that 90% of the trackable online discussions around banking occurred in online forums, and those online communities ranked first or second in all business sectors. Small online communities represent a significant opportunity for reaching out to new customers.

In a recent Business.com article, SEO guru Nick Stamoulis suggests, “While larger social networking sites like Facebook and LinkedIn might have millions of members and therefore a much farther potential reach, small and hyper-specialized social communities instantly connect you with exactly your target audience.”

Tactics for marketing to industry peers, partners, and customers within small online communities are vastly different from traditional online marketing. You can’t post advertisements and expect that to suffice – you need to become a valuable member of the community.

Just as social media marketing is centered around follower engagement, marketing within small online communities is centered around thoughtful discussion, valuable input, and relationship building.

Engage in Discussions

No matter what business sector or niche they are dedicated to, message boards, forums, chat rooms, and mailing lists are all centered around one activity: discussion. A member starts a new forum thread by posting a link, question, article, image, or other content and inviting discussion on the topic. The discussion generated is far more valuable than the original content. This is in direct contrast with many social engagement strategies, which focus on shares and don’t take into account the discussions that go on beneath the fold.

Any contribution you make to a message board needs to keep this fact in mind. Posts that are clearly marketing-oriented and don’t add value to the discussion will quickly be deleted, and your account will soon gain a reputation as a spammer (if it isn’t outright deleted as well). Before you can engage in any marketing, you need to establish yourself as a valuable, contributing member of the community.

• Post answers to members’ questions. The answer should not be, “My business/product/service.”
• Ask questions that could help your business or your customers.
• Comment on interesting posts and topics.

Keep your tone professional and informative. The key is to brand yourself as an authority in your industry whose word can be trusted.

Post Valuable Content

Similar to your online marketing strategy, any content you post should be of value to the people looking at it. However, when participating in online communities, it isn’t enough to post a link to your business and ask members to visit. Such threads will be ignored, derided, or deleted. Remember that the only way members will react positively to your presence on the board – and go on to visit your business – is if you provide value.

• Post links to news articles, blog posts, or whitepapers about your business sector that could be valuable to others. Establish your knowledge and professionalism before you start touting the merits of your business.
• Many boards use a member rating system to assess each individual’s social stock. The more you post, the higher your stock rises. Some boards even enable members to rate the quality of each other’s posts.

Build Relationships

Small online communities are just that – communities. Communities are formed by relationships. You wouldn’t throw your sales pitch at everyone in your hometown town – whether in your office, at the gas pump, or in line at the grocery store – because people would soon start crossing the street to avoid you. Instead, you need to build relationships with members of your community that, once again, provide value to all parties involved.

• Building relationships on forums is comprised not only of public discussions, but also via private messaging. Members use the board’s direct message function to expand discussions into other areas, offer and ask for advice, and seek opinions of respected members.

Once you have established your presence on a forum, proven yourself to be a valuable member of the community, and built relationships with the board’s power players, marketing opportunities will arise: from referrals, to offers of partnerships or affiliate marketing, to appropriate occasions for self-promotion.

Guest Author Bio:

Megan Webb-Morgan is a business blogger for a variety of business blogs worldwide. She works for Resource Nation, a leader in the B2B lead generation industry.

Internships: Win-Win-Win

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job interviewMost of us would agree that internships are probably the best kind of training since it involves real world experience usually attached to related academic work. There are some disagreements as to the value and cost to the company. And, although how internships operate, whether paid or unpaid, and does depend on the country involved, it appears to me it is the best value for the money all around–for the student intern, the university, and the company.

Even under the strictest scenario, the rules are very simple, the intern is there to learn, not take a job from someone else in the company (therefore, not free labor), and the most damage is take a little extra time away from a worker. Properly managed, if no cost to the company, a win-win situation.

So, why the negativity? It’s the way the world works. Whenever there are too many options, there are always those who will try to take advantage. A buck is a buck. While not to deny a person his or her livelihood, it seems little cost to bear for the fruit it delivers down the road. It seems here vision is somewhat short-sighted. What are the current options?

In America, for example, internships may be offered as paid or unpaid, credit or no credit, given to the needy or only to those of a particular university. If someone can get paid and still benefit, that’s good. If a company can get paid by the university to take a student because it is offering credit, that’s good. You see, there’s a lot of room for self-serving here, while the benefit for the dedicated student and company is the same either way. That is the caveat. The dedicated student.

In a perfect world, it makes sense for internships to be offered to deserving candidates–those students who have shown an aptitude or willingness to work hard. Put a committee together of academicians and company representatives and decide who would be the best fit over a few months of the internship.

young lady in classroomNext comes, the notion of paid or unpaid. Who is paid? The student? The university? The company? Answer this question: Is the student working for a grade, possible position or experience to put on a resume, and does the company want first choice? Complex answer to a complex question.

Note. I just happened on a flyer recently at Drexel University in Philadelphia offering students internships $1,600 a month to learn three jobs in company. The pay’s not great, what an opportunity to add to the resume and be in a key position to apply for a job with this company if the student is interested and has made a good impression.

So, what is the answer? We have to be very careful in asking for what we want. I would like to see simpler terms and my less than Ivy League background would prefer that specific schools not be targeted, but that’s not my call. I have seen interns treated both poorly and used to great benefit to themselves, in this case the Federal government. Make the most out the interns you have, not so much in the work you have them do, but in the learning of how things work in your organization. Give them a project or two and let them run with it. The example I mentioned above? The two interns I felt were managed well actually came back to the program after graduation and were instant assets. They were also quickly promoted. They were enthusiastic, knew what they wanted and knew how to get it.

If your company has not had interns in the past, now is the time to give one or two a chance at the experience. Most schools have senior practicums or independent projects and the students write a paper at the end of their experience summing up what they learned–essentially taking the book learning and matching it with the real life experience. The school may even offer internships and all it takes is a phone call to get on their list. A pretty good connection, if you ask me.

By the way, just so you know. In other countries, students are often required to have benefits, work a certain number of hours, and may include vacations. We aren’t there yet, but the prospects anytime of a win-win-win is always a good thing.

The article below is a good reason for internships. Students are not perceived as performing up to par. For more information on what he and other perceive is needed to succeed in the world of work, check out Jeff Selingo’s article: Congratulations College Graduate Now Tell Us What Did You Learn. Some of the following posts offering different perspectives. They are just that–perspectives. I believe every type of learning: educational, training, or experiential, depends on the motivation of the user, and how the employer perceives the value of that source of learning. It’s the human factor. I still feel Internships are a good way to see what’s really there from both sides of the equation.

For more resources about training, see the Training library.

A final reminder: I do have a website where you can find other items I have written, including my best selling, The Cave Man Guide To Training and Development and my novel about the near future, Harry’s Reality! Happy Training.

Paper Training for Better Presentations

A woman presenting while holding a tablet

Portrait of a pitbull puppyA few weeks ago I had the opportunity to work with a terrific, bright group of administrators in a law firm. Most of them don’t deliver presentations often, but they are instrumental in helping create them for others in the firm, and they wanted to be better at both creating and delivering presentations.

As we worked together that day, we talked about speaking with authority and confidence, creating strategic messages, and then, we began a discussion about creating slide decks. Rather than turning to their computers, I asked them to draw a picture of what their slides would look like. They got to work, and in just a few minutes they were ready. They did a show-and-tell presentation, speaking directly from their drawings, rather than from slides. The result? They absolutely floored me with their creativity and with their energetic, committed delivery.

What I learned that day is that when we create first on paper, we intuitively move away from boring bullet points, naturally envisioning more visual slides. And that we can tell our stories with much more conviction when we don’t rely so much on the slides. It worked incredibly well for this group of admins, and I bet it would work for you.

That said, and with thanks to this amazing group of women, here are some reminders to help you create and deliver more effectively with slides.

1. Create content first. Who is your audience? Why are you speaking with them? What do you want them to do or think? Use your answers to create a theme or key message for your talk. One that sets the context, talks about them, and shows benefits to them if they do or think what you want them to. This is the foundation of your presentation. Do this first, before you even think about data, facts or slides.

2. Storyboard for better visuals. Think of a blank comic strip; as you fill in the blank boxes your story emerges. It doesn’t matter if you can draw or not. Each box moves the story forward in some way. There is connection and flow between the boxes. Probably you also have a beginning and ending in mind. All elements of great storytelling, and better presentations.

Use a large sheet of flip chart paper or a white board to create your storyboard. Or use separate sheets of paper, and move them around until you get them in the best sequence. You could even print out a sheet of blank squares like a comic strip, then start filling them in. Use key words, drawings, stick figures, simple graphs. If you can, explain it to someone else, and see how the flow works.

3. Create slides last. Only when you have the theme and the storyline will you begin to create the slides you imagined. Keep them just as simple and uncluttered as your originals. Remember a title slide and a closing slide. Rehearse once or twice with the slides, and you should be good to go.

As a result of this method, you will probably have fewer slides, fewer word slides, more graphical thinking, best of all; the slides will likely show a natural progression that will create momentum when you deliver your talk. All this makes your presentation more interesting and compelling.

So paper first can be a useful technique. Try it. Let me know how it works for you.

Author Gail Zack Anderson, founder of Applause, Inc. is a Twin Cities-based consultant who provides coaching and workshops for effective presentations, facilitation skills for trainers and subject matter experts, and positive communication skills for everyone. She can be reached at gza@applauseinc.net.

Web site: www.applauseinc.net

Blog: www.managementhelp.org/blogs

twitter: @ApplauseInc

 

Life Purpose vs. Career

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In my book, “Path for Greatness: Work as Spiritual Service”, I describe a framework to see how your life purpose is fulfilled when you offer your gifts in loving service.

As a result of my book, I frequently have conversations with people looking for their life purpose. Many mistakenly believe their life purpose is the same thing as having a rewarding or fulfilling career. They aren’t necessarily the same.

Parable of the Ant

A group of friends went rock climbing on a beautiful sunny day. Two would scale the wall at a time while the others waited below and supported the climbers. As one pair ascended, about half way up, one of them slipped and hit her head on the stone. She recovered her grip but realized that her contact lens had popped out. Now with her eyesight blurry and uneven, she had to climb back down. She yelled down to the group below to look for the contact lens. She hoped on the long shot it fell near them in one piece.

After she and her partner came down to help with the search, they scoured the area for several more minutes to no avail. The woman figured the contact was stuck on a rock some place or shattered to pieces on the way down. She decided to enjoy the rest of the day at base camp while her friends took their turn climbing.

All during this time, a group of ants was busily carrying food crumbs from the climbers’ lunch area. All of a sudden, a large object fell from the sky onto the back of one of the ants. It nearly knocked the poor little ant over. Not knowing what hit him, the ant picked himself up and kept walking, albeit much more slowly carrying this heavy object.

Minutes later the ant got really hot from the sun. The heat intensified as the ant walked slowly back with the others. Nearly ready to collapse, the ant called out to the heavens, “Lord I don’t know why I’m carrying this heavy load, but I’d appreciate it if you could lift it from me.”

At that moment the woman noticed a flash of light. She looked down in the grass and saw the ant carrying her contact lens. Astonished she bent down to pick it up. It was still in one piece. She shouted with amazement to her friends and thanked the little ant for catching her contact lens.

Many times we have burdens to carry. Some call this life.

Other times we have extra responsibilities. Some call this work.

Many people feel like ants trudging through their day carrying crumbs home to their family.

Here’s my point. The ant’s job was to help bring food to the colony. Its job wasn’t to carry a contact lens. Yet while in the process of doing its job, the ant fulfilled its life purpose.

Life purpose is much bigger than a job

Your life purpose may be to be the friend who listens well. Your life purpose may be to be at one particular place at one particular time to catch someone who falls.

In a recent Shamanic Journey I led, one woman introduced herself and said she felt at odds with the mission of her workplace. After the Journey, this same woman shared about a phone call with a friend several weeks earlier. She hadn’t heard from this friend in over a decade.

The friend was very distraught and told her he felt like he wanted to die. After their nearly hour long conversation, he said he felt better. The following day he sent her an email saying that he had intended to kill himself but out of the blue thought of her. So he picked up the phone and called her. He thanked her for saving his life.

Life Purpose may come out of the blue

I’m not saying that having a rewarding or fulfilling job isn’t something to desire or achieve. I just want to remind people that your life purpose may come when you least expect it.

Your career or job doesn’t have to be your life purpose. A job can be simply to get food, support your family, build a better community. Your life purpose may come while you are in the process of your ordinary daily experiences.

Your life purpose may fall out of the sky and land on your back. Or it may be that simple phone call from a friend. Either way the key is to stay awake, pay attention to the small or not so small nudges of the Universe to help out or reach out.

“May the beauty of who you are be what you do. There are a thousand ways to kneel and kiss the ground.” Rumi

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Do you have a colleague, friend or family member who desires to integrate their spiritual life and their work life? Share Linda’s first book, “Path for Greatness: Work as Spiritual Service” as a gift. Available on Amazon- Click HERE

Sign-Up on Linda’s website- www.lindajferguson.com to live and work from the heart- Transformational Empowerment

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Development Director Job Description: Donor-Driven

I recently came across a salary review I received while in my 18th year as Director of Development of The Cleveland Orchestra. It was written by an Executive Director who was just finishing his first year with us. I quote that Executive Director’s comments from his written review (which was extremely favorable and which was accompanied by a substantial salary increase). 🙂

“I have more recently begun to understand, and more and more am I impressed, with your absolute concern with the wishes of the donor – a trait I do not possess, as I tend to overstate the needs of the institution.”

When we began our relationship, he didn’t understand and wasn’t impressed with my donor-centered stance, nor was I appreciative of his organization-driven position. There were times when I did not expect to make it to that first performance appraisal.

But, eventually, we began to see that the other was responding to the imperatives of his position. And, fortunately for me, (for him and for the Orchestra), he did begin to understand my donor-driven mind-set, as I began to understand the need for his institution-driven perspective. But it was very close. So close, that for a time, I was certain I would not last the year.

I survived, but too often that is not the case for other development officers in similar positions. You can “burn-out,” get fired, move on to another job, or simply run out of time – and not be as fortunate as I was to have an enlightened executive director who had the integrity and class to make his startling admission in time !!

Simply put, I believe there is a great deal of difference between the temperaments and the expectations that make for successful development officers and successful executive directors. Both MUST see and understand the other’s focus/priorities.

Personally, I was at my very best when I functioned as the donors’ voice within the organization, bringing donor cares and concern to staff and trustees. I could not be as donor-centered if I did not have an institution-centered Executive Director who understood the differences between our roles and perspectives, and (subsequently) provided the support I needed.

I believe the forces at work in my situation have been and still are common to countless other EDs and DoDs. Where we grew to understand/appreciate the other’s perspective, in too many instances that is not the result. Too often, an ED’s narrowness of vision puts needless limits on an organization’s development officer(s) and on the organization’s ability to raise money.
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Have a question or comment for Tony? He can be reached at Tony@raise-funds.com. There is also a lot of good fundraising information on his website: Raise-Funds.com
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Have you seen The Fundraising Series of ebooks ??
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If you’re reading this on-line and 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. If you’ve received this posting as an email, click on the email link (above) to communicate with the author.

Cell Providers Pushed to Improve Crisis Performance

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Cellular phones are pushed as a premiere crisis management tool, but will yours have service when you need it most?

These days, a good portion of the population has no land line at all, and runs their calls (and much of their internet use) entirely through cellular. Problem is, when disasters strike, cell service isn’t nearly as reliable as most would expect. According to an NPR story by Tracy Samuelson, roughly one in four cellphone towers in the path of Hurricane Sandy went out of service, and in Long Beach, N.Y. every single one went down during the course of the storm.

With the debate over who should be in charge of cell carrier regulation still in full swing, it may actually be the court of public opinion that casts the deciding vote. Quotes like this one, from Long Beach, N.Y. City Manager Jack Shnirman in that same NPR article, are the type of catalyst that could push carriers into cleaning up their act:

“There was one woman in particular who passed away, of natural causes, an elderly woman,” he said. “And her daughter had to walk literally a mile and a half from her home to police headquarters just to say, ‘Listen, my mom has passed, and I thought I should tell somebody.’ ”

To prepare for the next disaster, Schnirman wants better access to “Cell on Wheels,” or COWs. They’re cell towers that can be moved from place to place. He wants backup power, like generators, at cell towers. And he wants better access to the cell providers themselves. He said he didn’t even know whom to call during Sandy.

“The city’s IT department flagged a Verizon tech off the street to help us find out who in Verizon could help; we needed to get somebody to come and help us,” Schnirman says.

This actually presents an opportunity for smart cell companies to do some proactive crisis management. The first carriers to acknowledge the problems, and present a plan to better serve their customers, will not only head off potential reputation damage caused by lost service, but also grab the positive PR that comes with showing stakeholders that you’re making a change for the better.

Sandy was also a warning shot to any of us who could be in the path of a disaster, natural or man-made. Have backup systems for critical services – like maintaining one land line even if you mostly rely on cellular service.

Regardless of what industry you’re in, when cries for change sound out you would do well to pay attention. Change before your hand is forced, and you’re a caring, responsible company. Wait until you have no choice, and that most valuable asset, your reputation, is put at risk.

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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, 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]

Unleashing the Power of your Story : The Larger Context – Ideas and Meaning

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“There is nothing so practical as a good theory”

Kurt Lewin

This post is my fourth in a series on what I call Leadership Story Work, which is a way leaders and others can dramatically increase their effectiveness and authenticity through working with their deep personal stories.

In this post I will summarize core ideas reflected in story work. Understanding these ideas can enrich our experience oF stories.

How we Co-create our Reality

The fundamental notion underlying story work is that we co create our social reality through the stories we tell ourselves about our interactions with one another and the world. This idea flows primarily from two places

The Heisenberg Uncertainty Principle posits that we cannot measure all of the properties of light at the same time. When we look at the wave properties, we cannot see the particle properties, because one kind of measurement screens out the other. What we observe is a function of the instrumentation we use. So, if we use instrumentation to measure waves, what do we see? Waves. There is a very real sense in which what we have chosen to observe is what we see. In other words, we co-create our experience of the world by how we interact with it and what we tell ourselves those interactions mean.

Similarly, The Observer Effect in physics refers to changes our observations make on the phenomena we observe. We cannot observe something in a totally removed, objective manner. When we observe something, the act of observation modifies what we are looking at. As soon as we enter a field of observation, we become part of it and help shape it. Thereby, we co-create our experience of what we are seeing.

Examples from the Social Sciences

During the 20th Century, every major discipline, from Philosophy to Physics to Biology developed its own applications of this participatory view. Three examples from the social sciences are:

Social Constructionism suggests that we largely construct our social reality and its meaning through the stories we tell ourselves about our experiences.

In like manner, Symbolic Interactionism suggests that we are not simple, linear stimulus response creatures. We are stimulus-interpretation-response creatures. Our experience of reality has as much to do with our interpretation of events as it does with the events themselves.

Chris Argyris Ladder of Inference is a model of how we think that demonstrates how the instrument of our mind selects from around us the data that we actually see, then decides what the data means, reaches a conclusion, and decides what to do. Our conclusions and actions are based as much on how we have sorted the data and the meaning we have given it as they are on the data themselves.

Where do our screening frameworks, interpretations, ascribed meanings, and attributions come from? Social Constructionism suggests that they come from our internal narrative–from our stories. If you want to learn something about your story and your deep inner self, pay attention to how you interpret situations and react to them, especially situations that you experience in some way as threatening or high stakes. Therein, your story is at play. What you are telling yourself, what you are doing, and what you are feeling, particularly in very challenging situations, are windows into your deep personal story.

Time after Time, Good after Bad

Two other key ideas reflected in Story Work are important to mention:

How we think about and experience time:

The Traditional Linear View of Time: We usually talk about time using a linear model. We think about sequences of events that comprise our lives to this point. We talk about “timelines” and seem to believe that our major life experiences fall neatly onto these lines in a linear sequence. Our previous experiences were a long time ago, and we are very distant from them now. What happened in the past is over.

Some traditional approaches to coaching reflect this linear view of time, and some go so far as to suggest that, if we talk about the past rather than just the present, what we are doing is not coaching. Coaching is not about the past. We don’t deal with it; we only deal with the present.

A Systemic View of Time: Story work reflects a very different way of thinking about and experiencing time. Story work’s view of time is more akin to Faulkner’s, who said, “The past is never dead. It’s not even past.”

In discussing his book, Loving Grief[1], Paul Bennett suggests a different, more systemic way to think about time. Rather than being linear, our experience of time, and some would say time itself, are more like the rings in a tree. We start with a core and grow around it; we build on our experiences rather than moving away from them.

Rather than saying, “If we talk about the past, it’s not coaching,” story work’s view of time would say, “Because they are so intricately intertwined, we can’t talk about the present without talking about the past”—because we experience, interpret, and respond to today’s events through lenses we have created, through the lenses of our stories.

Perhaps people who say, “we deal with the present, not the past” or, “We don’t talk about the past” are drawing a false dichotomy. Our life experiences are part of one organic, systemic whole rather than being “what was in the past and what is in the present.” Like Jesus said about the poor, “Our stories we always have with us.” They are part of what makes us who we are.

How we frame “negative” experiences. There seems to be a belief in some coaching and consulting circles that the best way to deal with our negative, less pleasant experiences is not to deal with them. If we focus on them, we tend to reinforce them, get stuck in them, and give them more power. Appreciative inquiry means looking at and talking about only the positive.

This way of thinking about being appreciative is reminiscent of the old saying “Denial is more than a River in Egypt.” It attempts to screen out many of our experiences and thereby runs the risk of blocking opportunities for some of our deepest learning and growth.

An alternative view is that, paradoxically, denying “negative” experiences actually strengthens their grip upon us, keeps us from reframing them, and closes the door to our learning to appreciate them more deeply. However, being honest about them can be a source of release and wisdom.

When we learn to see and speak the truth about all of our experiences, we come to deeply appreciate and reframe them. When that which had been un-discussable becomes discussable in a productive way, we are set free.

In my experience, the most powerful leaders, teams, and organizations are not those who report only the positive and who never experience stuck places, dark nights of the soul, “negative” things. Those experiences are part of the human condition. The most powerful leaders are those who embrace their negative experiences, go through them, learn from them, and come out much stronger on the other side.

A key aspect of story work is learning to see, acknowledge, and reframe all of our experiences—both negative and positive.

 

Summary: When we fully embrace our stories, reality is not objective, cause and effect are not linear, the past is not past, and the negative is not negative. They are all sources of grace that help us come to terms with the human condition so that we do not deny it but, rather, appreciate it anew. They become, paradoxically, routes to transformation.

 

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The three previous posts that lead up to this one were:

 

The Presence and Power of Stories

Leadership for our Era

Examining your Own Story

 

These three posts are summaries from the preface and Chapter One of my upcoming E Book, Unleashing the Power of your Story. Today’s and my next several posts will each be a summary from the remaining chapters of the book. Today’s post is a summary of Chapter 2: Context: Larger Ideas and Meaning

Steve is a senior executive coach and consultant. He has developed and successfully uses a powerful approach to leadership coaching, Creating your Leadership Story, which enables leaders to make deep, lasting improvements in their leadership effectiveness in short periods of time. He and a group of partners created a breakthrough educational program, Coaching from a Systems Perspective, in which you can significantly enhance your abilities as a systemic leadership coach. See http://SystemsPerspectivesLLC.com

If you would like to learn more about systemic approaches to leadership or story work, feel free to call or email Steve at:

Steven P. Ober EdD

President: Chrysalis Executive Coaching & Consulting
Affiliate: Systems Perspectives, LLC
Office: PO Box 278, Oakham, MA 01068
Home: 278 Crocker Nye Rd., Oakham, MA 01068
O: 508.882.1025 M: 978.590.4219
Email: steven.p.ober@gmail.com
www.ChrysalisCoaching.org

Leadership Blog: https://staging.management.org/blogs/leadership

 

 

 

 

 

 

 


[1] Bennett, Paul. Loving Grief, Larsen Publications, Burdett, New York, 2007.