Checklist to Evaluate a Nonprofit Board of Directors

Employees Gathered on a Conference Room

Checklist to Evaluate a Nonprofit Board of Directors

(certain sections of the following may be specific to the U.S.)

Edited by Carter McNamara, MBA, PhD

(Be sure to read How to Use this Tool and Disclaimers before using information in this document.)

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Related Library Topics

Rating
*
Indicator Met Needs
Work
N/A

E

1. The roles of the Board and the Executive Director are defined and respected, with the Executive Director delegated as the manager of the organization’s operations and the board focused on policy and planning

R

2. The Executive Director is recruited, selected, and employed by the Board of Directors. The board provide clearly written expectations and qualifications for the position, as well as reasonable compensation.

R

3. The Board of Directors acts a governing trustees of the organization on behalf of the community at large and contributors while carrying out the organization’s mission and goals. To fully meet this goal, the Board of Directors must actively participate in the planning process as outlined in planning sections of this checklist.

R

4. The board’s nominating process ensures that the board remains appropriately diverse with respect to gender, ethnicity, culture, economic status, disabilities, and skills and/or expertise.

E

5. The board members receive regular training and information about their responsibilities.

E

6. New board members are oriented to the organization, including the organization’s mission, bylaws, policies, and programs, as well as their roles and responsibilities as board members.

A

7. Board organization is documented with a description of the board and board committee responsibilities.

A

8. Each board has a board operations manual.

E

9. If the organization has any related party transactions between board members or their family, they are disclosed to the board of directors, the Internal Revenue Service and the auditor.

E

10. The organization has at least the minimum number of members on the Board of Directors as required by their bylaws or state statute.

R

11. If the organization has adopted bylaws, they conform to state statute and have been reviewed by legal counsel.

R

12. The bylaws should include: a) how and when notices for board meetings are made; b) how members are elected/appointed by the board; c) what the terms of office are for officers/members; d) how board members are rotated; e) how ineffective board members are removed from the board; f) a stated number of board members to make up a quorum which is required for all policy decisions.

R

13. The board of directors reviews the bylaws.

A

14. The board has a process for handling urgent matters between meetings.

E

15. Board members serve without payment unless the agency has a policy identifying reimbursable out-of-pocket expenses.

R

16. The organization maintains a conflict-of-interest policy and all board members and executive staff review and/or sign to acknowledge and comply with the policy.

R

17. The board has an annual calendar of meetings. The board also has an attendance policy such that a quorum of the organization’s board meets at least quarterly.

A

18. Meetings have written agendas and materials relating to significant decisions are given to the board in advance of the meeting.

A

19. The board has a written policy prohibiting employees and members of employees’ immediate families from serving as board chair or treasurer.
Indicators ratings: E=essential; R=recommended; A=additional to strengthen organizational activities

This information may be copied. Please cite credit to the Greater Twin Cities United Way.


For the Category of Organizational Development:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.


Major Methods of Advertising and Promotion (Methods of External Communications)

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Major Methods of Advertising and Promotion
(Methods of External Communications)

© Copyright Carter McNamara, MBA, PhD, Authenticity Consulting, LLC.

Sections of This Topic Include

Also consider

Learn More in the Library’s Blogs Related to This Topic

In addition to the articles on this current page, see the following blogs which have posts related to this topic. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog.


First, A Word About Writing Ads

It’s almost useless to review lists of alternatives for advertising if you haven’t developed well-written ads. Writing ads is a skill. There are important aspects to think about, including the wording, graphics, arrangement of wording and graphics, coloring, how your audience will interpret the ads, their placement, etc. Poorly done ads can hurt you worse than not having ads at all. Therefore, very carefully consider getting help to write your first ads. (See Writing Your Ad.)

What Should You Write in Your Ads?

The answer to this question depends almost entirely on the reading and listening habits of your current and potential customers. This is where some basic market research can help you a great deal. A lot can be learned by using a few basic methods. (See Basic Methods to Get Customer Feedback and Some Major Sources of Market Research Information.)

Before you write your ads, you should give careful thought to your unique selling position so you know what unique features and benefits to convey and to whom. Review information in Positioning.

Note that a common mistake among inexperienced ad writers is to write the ad to themselves, rather than to their current and potential customers. Your ads should clearly the benefits (of products and services) to customers, not the benefits to you — clearly state the ads in terms that the customer will value, for example, easy access, low cost, easy to use, reliability, etc.

Your ads should answer the customer’s question: “What’s in it for me?” Your ad should also specify what they are to do next. What action should they take and how do they take it, for example, who do they call and how.

Major Methods of Advertising (Repeatedly Getting Message Out)

Brochures or flyers

— Many desk-top publishing and word-processing software packages can produce highly attractive tri-fold (an 8.5 inch by 11-inch sheet folded in thirds) brochures. Brochures can contain a great deal of information if designed well, and are becoming a common method of advertising. (See Writing Brochures.)

Direct mail — Mail sent directly from you to your customers can be highly customized to suit their nature and needs. You may want to build a mailing list of your current and desired customers. Collect addresses from customers by noticing addresses on their checks, asking them to fill out information cards, etc. Keep the list online and up-to-date. Mailing lists can quickly become out-of-date. Notice mailings that get returned to you. This should be used carefully and it can incur substantial cost, you don’t want to inundate your stakeholders with information so make the most of your message. (See Using Direct Mail and Mailing Lists.)

E-mail messages — These can be wonderful means to getting the word out about your business. Design your e-mail software to include a “signature line” at the end of each of your e-mail messages. Many e-mail software packages will automatically attach this signature line to your e-mail, if you prefer. (See Netiquette – Techniques and styles of writing e-mail messages and E-mail vs. voice mail.)

Magazines — Magazines ads can get quite expensive. Find out if there’s a magazine that focuses on your particular industry. If there is one, then the magazine can be very useful because it already focuses on your market and potential customers. Consider placing an ad or writing a short article for the magazine.
Contact a reporter to introduce yourself. Reporters are often on the look out for new stories and sources from which to collect quotes. (See Classifieds of Newspapers and Magazines.)

Newsletters — This can be powerful means to conveying the nature of your organization and its services. Consider using a consultant for the initial design and layout. Today’s desktop publishing tools can generate very interesting newsletters quite inexpensively. (See Newsletters.)

Newspapers (major) – Almost everyone reads the local, major newspaper(s). You can get your business
in the newspaper by placing ads, writing a letter to the editor or working with a reporter to get a story written about your business. Advertising can get quite expensive. Newspaper are often quite useful in giving advice about what and how to advertise. Know when to advertise — this depends on the buying habits of your customers. (See Classifieds of Newspapers and Magazines.)

Newspapers (neighborhood) — Ironically, these are often forgotten in lieu of major newspapers, yet the neighborhood newspapers are often closest to the interests of the organization’s stakeholders. (See Classifieds of Newspapers and Magazines.)

Online discussion groups and chat groups — As with e-mail, you can gain frequent exposure to yourself and your business by participating in online discussion groups and chat groups. Note, however, that many groups have strong groundrules against blatant advertising. When you join a group, always check with the moderator to understand what is appropriate. (See the groups listed on the right-hand side, Netiquette – Techniques and styles of writing e-mail messages and E-mail vs. voice mail.)

Posters and bulletin boards — Posters can be very powerful when placed where your customers will actually notice them. But think of how often you’ve actually noticed posters and bulletin boards yourself. Your best bet is to place the posters on bulletin boards and other places which your customers frequent, and always refresh your posters with new and colorful posters that will appear new to passers by. Note that some businesses and municipalities have regulations about the number of size of posters that can be placed in their areas. (See Signs and Displays.)

Radio announcements — A major advantage of radio ads is they are usually cheaper than television ads, and many people still listen to the radio, for example, when in their cars. Ads are usually sold on a package basis that considers the number of ads, the length of ads and when they are put on the air. A major consideration with radio ads is to get them announced at the times that your potential customers are listening to the radio. (See Advertising on Radio and T.V.)

Telemarketing — The use of telemarketing is on the rise. (See Telemarketing.)

Television ads — Many people don’t even consider television ads because of the impression that the ads are very expensive. They are more expensive than most of major forms of advertising. However, with the increasing number of television networks and stations, businesses might find good deals for placing commercials or other forms of advertisements. Television ads usually are priced with similar considerations to radio ads, that is, the number of ads, the length of ads and when they are put on the air. (See Advertising on Radio and T.V.)

Web pages You probably would not have seen this means of advertising on a list of advertising methods if you had read a list even two years ago. Now, advertising and promotions on the World Wide Web are almost commonplace. Businesses are developing Web pages sometimes just to appear up-to-date. Using the Web for advertising requires certain equipment and expertise, including getting a computer, getting an Internet service provider, buying (usually renting) a Website name, designing and installing the Website graphics and other functions as needed (for example, an online store for e-commerce), promoting the Website (via various search engines, directories, etc.) and maintaining the
Website. (See Building, Managing and Promoting Your Website and Online Advertising and Promotions.)

Yellow Pages –The Yellow Pages can be very effective advertising if your ads are well-placed in the directory’s categories of services, and the name of your business is descriptive of your services and/or your ad stands out (for example, is bolded, in a large box on the page, etc.). The phone company will offer free advice about placing your ad in the Yellow Pages. They usually have special packages where you get a business phone line along with a certain number of ads.


Promotional Activities Through the Media (Reporters, Newspapers, etc.)

Articles that you write — Is there something in your industry or market about you have a strong impression? Consider writing an article for the local newspaper or a magazine. In your article, use the opportunity to describe what you’re doing to address the issue through use of your business. (See Basic Writing Skills.)

Editorials and letters to the editor — Often, program providers are experts at their service and understanding a particular need in the community; newspapers often take strong interest in information about these needs, so staff should regularly offer articles (of about 200 to 900 words) for publication. (See
Managing Media Relations and Basic Writing Skills.)

Press kits — This kit is handy when working with the media or training employees about working with the media. The kit usually includes information about your business, pictures, information about your products, commentary from happy customers, etc. (See Managing Media Relations.)

Press releases or news alerts — They alert the press to a major event or accomplishment and requesting,
e.g., it get included in the newspaper; they explain who, what, where, why and when; some include pictures, quotes, etc. to make it easier for the reporter to develop an announcement or story. (See Managing Media Relations.)

Public service announcements (PSA’s) — Many radio and some television stations will provide public service announcements for nonprofit efforts. Usually, these PSAs are free.


Other Promotional Activities and Events

Annual reports – Disseminate these to key stakeholders; they’re ripe with information if they include an overview of your year’s activities, accomplishments, challenges and financial status. (See Annual Reports.)

Collaboration or strategic restructuring – If you’re organization is undertaking these activities, celebrate
it publicly. (See Organizational Alliances.)

Networking – Spread the word to peers, professional organizations and those with whom you interact outside the organizations, e.g., educators, consultants, suppliers, clients, etc. (See Networking.)

Novelties — It seems more common to find ads placed on pens and pencils, coffee cups, T-shirts, etc. These can be powerful means of advertising if indeed current and potential customers see the novelties. This condition often implies additional costs to mail novelties, print T-shirts, etc.

Presentations — You’re probably an expert at something. Find ways to give even short presentations, for example, at local seminars, Chamber of Commerce meetings, trade shows, conventions, seminars, etc. It’s amazing that one can send out 500 brochures and be lucky to get 5 people who respond. Yet, you can give a presentation to 30 people and 15 of them will be very interested in staying in touch with you. (See Presenting.)

Relationships with key stakeholders — Identify at least one representative from each major stakeholder group and take them to lunch once a year. What seem as short, informal exchanges can cultivate powerful relationships of interest and concern.

Special events These tend to attract attention, and can include, e.g., an open house, granting a special award, announcing a major program or service or campaign, etc.

Special offers We see these offers all the time. They include, for example, coupons, discounts, sweepstakes, sales, etc.


Recent Movement in Marketing, Advertising and Public Relations — Social Networking (Online)

Social networking involves a variety of online tools that can be used by people and organizations to quickly share a great deal of information at very little cost. Many people are now hearing of some of those tools, e.g., Facebook, Twitter, MySpace and Youtube. Experts are asserting that social networking is a must for people and organizations wanting to share information with others — after all, that’s what marketing is all about! For more information, see Social Networking (Online)


For the Category of Public Relations:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.


How to Design Your Management Training and Development Program

Woman writing in notebook and watching laptop

How to Design Your Management Training and Development Program

Written by Carter McNamara, MBA, PhD, Authenticity Consulting, LLC. Copyright; Authenticity Consulting, LLC

(Note that there are separate topics about How to Design Your Leadership Development Program and How to Design Your Supervisor Development Program. Those two topics are very similar to this topic about management development, but with a different focus.)

Sections of This Topic Include:

Comprehensive, practical book by Carter McNamara

Leadership and Supervision in Business - Book Cover

Prepare for Your Learning and Development

Be Sure You Know What Learning and Development Really Are

Most of us are so conditioned from many years in schooling that we think of learning and development as coming from a program in which our participation is graded by experts in a certain topic. As a result, many of us still miss numerous opportunities for our own learning and development. Perhaps one of
the reasons is that we do not know what learning and development really is. So before undertaking a management development program, we should be sure that we know what we are talking about.

Learning could be interpreted as new:

  1. Knowledge, which is information that is useful in accomplishing a certain activity that is important, for example, to solve a problem, achieve a goal or see a situation in entirely different light.
  2. Skills, which is the expertise — consciously or unconsciously — to continually use the new information to accomplish that certain activity. (Educators often refer to new abilities as a component of learning, but some admit that the difference between abilities and skills is such a fine one that it is often difficult to explain.)
  3. Perceptions, which are new ways of seeing a situation. (When people are continually stuck when trying to solve a problem or achieve a goal, it is often in the way that they see the situation.)

In the field of education, development could be interpreted as the activities to raise the quality of performance, for example, of a person, team or organization. However, like learning, development is best accomplished if it is recognized as such. Thus, development usually requires ongoing focus and attention to the quality of performance, as well as the quality of the activities to raise it.

Consider Two Different Approaches to Learning About Management

It is important to understand the different approaches you can take in increasing your learning about management. Formal approaches are proactively designed in a comprehensive and systematic way in order to accomplish certain desired outcomes. Traditional classroom approaches to education have that specific form — they are formal approaches to learning and development.

In contrast, informal approaches are those that occur during our typical day-to-day activities in life and can include, for example, reading books, having discussions with friends, on-the-job training and keeping a diary with thoughts about management.

Know How to Capture Learning from Your Activities

Whether in formal or informal approaches, the ongoing ability to recognize and capture learning is extremely important. That ability is often referred to as continuous learning and it is frequently mentioned in literature about management development (in this context, the term management is inclusive of leadership and supervisor development). Simply put, continuous learning is the ability to learn to learn.

The key to cultivating continuous learning is the ability to continually reflect on your experiences and the experiences of others in your life. Reflection is continuously thinking about, for example, your experiences, their causes and effects, your role in them, if they changed you and how. It is thinking about how you might use those experiences and changes to enhance your life and the lives of others.

If you can view your life as a “laboratory for learning program”, then you can continue to learn from almost everything in your life. However, learning is best captured if it is consciously recognized as such, for example, discussed with someone else or written down somewhere. Otherwise, new learning can easily be lost in the demands of life and work. So it is very important to document your learning.


Prepare for Your Learning About Management

Get Acquainted With Organizational Context of Management

Before learning more about management, you would benefit first from becoming acquainted with the organizational context in which management typically occurs, including understanding organizations as systems, their common dimensions, what makes each unique, their different life cycles and different cultures.

Get Acquainted With What “Management” Is

Then, the next place to start learning about management is to get some sense of what management really is — in particular, get an impression of the areas of knowledge and skills recommended for effective management in organizations. Review the information in the Library’s topic:


Activities for Informal Approach to Management Development

Here is but a sampling of the activities from which you could informally accomplish your own management development. Here is a sample learning journal that you might use to continually capture your learning.


Consider getting assistance

Consider these readings

Consider practicing these management skills

Consider workplace activities for learning

  • Start a new project , ideally a project that includes your setting direction and influencing others to follow that direction
  • Regularly solicit feedback from others about your management skills
  • Ask your supervisor, peers and subordinates for ideas to develop your management skills
  • Ask to be assigned to a management position

Close and gaps in your work performance

  • Performance gaps are areas of knowledge and skills need to improve performance and are usually indicated during performance reviews with your supervisor. This Library topic is to a series of articles about managing performance, including performance gaps.

Close any growth or opportunity gaps

  • Growth gaps are areas of knowledge and skills need to achieve a career goal. Opportunity gaps are areas of knowledge and skills needed to take advantage of an upcoming opportunity. These Library topics can help you think about the growth and opportunity gaps in your career.

Assess your management skills

Assess management practices in:

Collect ideas from others

  • Ask for advice from friends, peers, your supervisors and others about skills in management. Ask for their opinions about your management skills. Try get their suggestions in terms of certain behaviors you should show.

Reference lists of suggested competencies

  • Competencies are lists of the general abilities needed to do a certain job or perform a certain role. Reference the “How to” sections
    in the following Library topic:

Reference publications about management

  • There is a vast amount of information about management and management skills. However, much of it is in regard to character traits that leaders and managers should have. When determining your program goals, translate these character traits to behaviors that you and others can recognize.

Consider other sources for learning


Guidelines for Formal Approach to Management Development

You are much more likely to develop skills in management from participating in a formal program approach than an informal approach. The following sections will guide you to develop your own complete, highly integrated and performance-oriented program.

Identify Your Overall Goals for Your Program

This section helps you identify what you want to be able to do as a result of implementing your program, for example, to qualify for a certain job, overcome a performance problem or achieve a goal in your career development plan. You are often better off to work towards at most two to four goals at a time, rather than many. There are a variety of ways to identify your program goals, depending on what you want to be able to accomplish from the program. The articles might be helpful in preparing you to identify your goals.

Various Ideas for Management Development Goals

  1. Do you have career plans that would require certain new management skills? See How to Plan Your Career.
  2. Did your previous performance review with your supervisor suggest certain improvements in management that you need to make? See Goal Setting With Employees.
  3. Are there certain opportunities that you could take advantage of if you soon developed certain new management skills? See How to Look for a Job.
  4. You might do some self-assessments to determine if there are any areas of management development that you might undertake. See Assessing Your Training Needs.
  5. Ask others for feedback about your management skills. See Giving and Receiving Feedback.
  6. Do you find yourself daydreaming about doing certain kinds of activities? See Setting Personal Goals.

Include a Goal About Managing Yourself

You cannot effectively manage others unless you first can effectively manage yourself. Consider goals from the Library’s topic of Personal Wellness

List your Program Goals in your Template for Planning Your Professional Development Program. (This is a Microsoft Word document.)

Determine Your Learning Objectives and Activities to Achieve Each

The purpose of this section is to help you to identify the various learning objectives you should achieve in order to achieve your overall program goals, along with the activities you should undertake to achieve each objective.

Identifying Your Learning Objectives

Carefully consider each of your program goals. What might be the various accomplishments, or objectives, that must be reached in order to achieve each goal? Do not worry about doing all of that perfectly — objectives can be modified as you work to achieve each goal. Which of these objectives require learning new areas of knowledge or skills? These objectives are likely to become learning objectives in your program plan. To get a stronger sense for learning objectives, see

Identifying Your Learning Activities

Learning activities are the activities you will conduct in order to achieve the learning objectives. The activities should accommodate your particular learning styles, be accessible to you and be enjoyable as well. The long list of activities in the above two columns might be useful, as well.

List the Learning Objectives to Achieve Each Desired Goal in your Template for Planning Your Professional Development Program.

List the Activities to Achieve Each Learning Objective in your Template for Planning Your Professional Development Program.

Develop Any Materials You May Need

Carefully think about each of the activities to achieve the learning objectives. Consider, for example, getting books, signing up for courses, reserving rooms and getting trainers.

List the Materials You Might Need in your Template for Planning Your Professional Development Program.

Plan the Implementation of Your Program

During the implementation of your program, you want to make sure there are no surprises. For example, how will you make sure you understand the new information and materials. Will your learning be engaging and enjoyable? Will you have all the support you need?

List the Key Considerations in Implementing Your Plan in your Template for Planning Your Professional Development Program.

Evaluate During and After Your Program

Evaluation includes assessing both the quality of the activities during the program and also whether you achieved your goals soon after the program.

List the Approach to Evaluating During and After Your Program in your Template for Planning Your Professional Development Program.

Follow-Up After Completion of Your Program

It is a major accomplishment to design and implement a management development program. Celebrate what you have done! Reflect on what you learned about developing the program — and about yourself.

List the Key Activities After Completing Program in your Template for Planning Your Professional Development Program.


Additional Resources in the Category of Leadership


Thoughts About Improving Management Training and Development Programs

Colleagues working together in modern workspace

Thoughts About Improving Management Training and Development Programs

© Copyright Carter McNamara, MBA, PhD, Authenticity Consulting, LLC.

Management educators, writers and leaders all assert that leading and managing an organization will only get more complex and challenging in the future. Therefore, management development programs must evolve to become even more accessible and relevant. Look for these future enhancements to management training and development programs in universities, colleges and training centers.

Future management training and development programs will:

  1. Include more courses about methods of organization development.
    This topic will include understanding various typical problems
    that occur in organizations, how to diagnose them, the variety
    of interventions to solve the problems, evaluating the interventions
    and adjusting policies and procedures to avoid the problems in
    the future. (There’s a growing body of information in this
    regard.)
  2. Involve well beyond Fortune 500 companies when designing
    programs
    .
    Input to programs design will include leaders who are representative
    of a broad range of organizations, including small business and
    non-profit. These organizations are at the fore-front of commerce
    and progress in our society — yet many cannot afford necessary
    means to leadership development.
  3. Pilot methods to make management development programs
    more accessible
    .
    For example, two introductory or foundation courses will be held
    at a lower tuition rate, rather than one highly abstract course
    at a higher rate. With wise use of adjuncts or community faculty
    (and there are many available), two courses need not cost twice
    as much as one.
  4. Keep experienced-based expertise to complement academic
    knowledge
    .
    Use of adjuncts or community faculty bring in experienced-based
    perspective that strongly complements academic expertise, resulting
    in meaningful courses which remain state-of-the-art, yet grounded
    in the day-to-day realities of running an organization. Word
    quickly spreads among learners about truly meaningful courses,
    which, in turn, provokes strong demand for the courses along
    with long-lasting stature and credibility for the school.
  5. Go beyond theory and competencies-based models to pilot
    more ongoing, process-oriented and reflective approaches
    .
    These approaches reflect the realities of running an organization
    while developing the reflective skills to “learn how to
    learn.” They spawn the dialogue necessary to retain any
    sense of meaning in today’s chaotic and complex world of
    management. They also spawn the support necessary for learners
    to actually apply what they learn.
  6. Exploit the leverage in leadership development to be gained
    from piloting self-organized groups of learners
    .
    These groups provide highly accessible means to ongoing support,
    complex problem solving and continuous learning. These groups
    can be spawned at low-cost and produce a high volume of “grassroots”
    development “courses” where leaders are taught how
    to help each other. These groups can complement traditional classroom-based
    training methods; they need not replace them.
  7. Pilot means to address increasing burnout and cynicism
    in leaders
    .
    Management development does not occur in a safe vacuum devoid
    of the challenges of self-management. Burnout and cynicism are
    not addressed through intellectual rigor — addressing both requires
    highly accessible and ongoing forums for venting, dialogue and
    exchange.
  8. Develop evaluation methods to be based more on indicators
    of effectiveness in learners’ organizations and less on
    learners’ reactions to courses
    .
    Learners are increasingly skeptical of the explosion of seminars
    and workshops that promise a great deal, but leave their students
    temporarily feeling good. Learners, trainers and developers need
    a great deal of help now to learn how to separate style from
    substance.
  9. Recognize the value of ongoing support to learners and
    leaders
    .
    Particularly in today’s rapidly changing world, it can be tremendously
    stressful to lead or manage an organization. In these times of
    stress, it’s often quite difficult to intellectually grasp a
    vast array of intellectual information, store it away for later
    reference, know when to retrieve it and then readily apply it
    to the current major challenge in the workplace. A strong foundation
    of ongoing support can help learners and leaders to keep an open
    mind to new information, explore various new values and viewpoints,
    and then have the courage to apply this new information in the
    workplace. This strong foundation of ongoing support is every
    bit as much a piece of training and development as is a new binder
    of new information in a course.

Learn More in the Library’s Blogs Related to Management Development

In addition to the articles on this current page, also see the following blogs that have posts related to Management Development. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog. The blog also links to numerous free related resources.

Go to main Training and Development page.


For the Category of Training and Development:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.


Various Competencies Needed by Management (Including Supervisors)

Employee raising hand for asking question at conference in office boardroom

Your Guide

Carter McNamara

Various Competencies Needed by Management (Including Supervisors)

Assembled by Carter McNamara, MBA, PhD

The following articles provide a variety of advice, hints, tips, etc. to be a more effective manager. Note that the role of supervision is also a management role in the organization. Therefore, the following articles will also be useful for guidance to be a more effective supervisor.

Note that to really understand the “territory” of management, you should read Gaining Broad Understanding of Organizational Management.

(You might also be interested in reading some advice, hints, tips, etc. to be a more effective leader. If so, see Suggested Traits and Characteristics of Highly Effective Leaders.)

Also see
Related Library Topics

Various Perspectives on Competencies That Managers Should Have

There are many perspectives on “What makes a very good manager?” Perhaps the most important goal for a new manager is to review a variety of perspectives and then come to their own conclusion.

Learn More in the Library’s Blogs Related to Management Skills

In addition to the articles on this current page, see the following blogs which have posts related to Management Skills. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog.



Submit a link


For the Category of Management:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books


Caution About Using Competencies in Management Development

Cheerful colleagues discussing project together in light modern office

Caution About Using Competencies in Management Development

© Copyright Carter McNamara, MBA, PhD, Authenticity Consulting, LLC.

Also consider

Learn More in the Library’s Blogs Related to Management Development

In addition to the articles on this current page, also see the following blogs that have posts related to Management Development. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog. The blog also links to numerous free related resources.


Competencies in Management Development

Competencies-based training methods attempt to identify standard capabilities in a wide range of managerial roles and then develop these capabilities in learners. However, this training method may be best suited only for helping learners to get some sense of the “territory” for management. The method may not be highly suited for actually developing learner’s management skills.

Henderson (Action Learning: A Missing Link in Management Development, Personnel Review, (22), 14-24, 199) describes this situation well. He notes that “a special feature of managing is that it creates and defines its own task, unlike non-managerial work” (p. 16). He points out that universal lists of competencies, either as a means for describing managerial work or as a vehicle for education and training, do not capture the nature of management because it involves “a holistic performance.” He adds, “Competencies, therefore, can be assessed only by judgment and, since management is a creative activity, it follows that effective management activity renders obsolete the managerial competencies which achieve success. All managerial jobs are different at a detailed level of abstraction, while being the same at a high level of abstraction. So the more universally true any list of competencies is, the less use it is in specific, concrete situations” (p. 16).

Morgan (Riding the Waves of Change: Developing Managerial Competencies for a Turbulent World, Jossey-Bass, 1988) adds, “In the process, the whole concept of competence is changing. Whereas, in the past managerial competence went hand in hand with possession of specific skills and abilities, it now seems to involve much more. Increasingly, it rests in the development of attitudes, values, and ‘mindsets’ that allow managers to confront, understand, and deal with a wide range of forces within and outside their organizations, as well as in the development of operational skills.”


For the Category of Training and Development:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.


Understanding All Aspects of Leadership – 20 Different Perspectives on Leadership

Businesswoman-leading-this-business-meeting

Understanding All Aspects of Leadership – 20 Different Perspectives on Leadership

© Copyright Carter McNamara, MBA, PhD, Authenticity Consulting, LLC.

Great Confusion About the Term “Leadership” Today

Discussions about leadership today have become so frequent and impassioned that they have become almost evangelical in tone. Leading is a very human activity — everyone’s human — so everyone’s got lots of advice about leading. Leadership development has almost become spiritual development, rather than professional development.

In our advice, we associate any desirable trait to what leaders should be. It’s difficult to publish a book about business with having the term “leadership” in the title. While this trend has reminded us of the critical importance of leadership and sometimes greatly inspired us on to greater
achievements in life and work, it also has diffused the concept of leadership to the extent that the term has become almost useless in really helping people to become more effective in organizations.

Leadership Cube (TM)

Different people tend to talk about leadership from many different perspectives and not even realize that they are doing so. It is very simplistic to generalize about leadership as if the term applies the same way in every situation. Understanding the concept of leadership requires more than reading a few articles or fantasizing about what great leaders should be. To really understand leadership, one must understand “Leadership Cube.” The Cube represents at least 20 different perspectives on leadership.

The Cube includes the following dimensions:
1) five domains of leadership
2) two contexts of leadership
3) two orientations of leadership

Imagine each of these 3 dimensions along one side of a box, or cube. That would produce a cube with 20 smaller cells (5 times 2 times 2 = 20). Each of the 20 cells represents a unique perspective on leadership. You might consider some or all of the cells the next time that you use the term “leadership” in your studies, writings, research, discussions, etc.

Five Domains of Leadership

Domain

Relevant Leadership Skills

Leading yourself Time management, stress management, assertiveness, etc.
Leading other individuals Coaching, mentoring, delegating, etc.
Leading other groups Meeting management, facilitation skills, etc.
Leading organizations Strategic planning, Balanced Scorecard, etc.
Leading communities, societies, etc. Community organizing, political skills, etc.

Two Contexts of Leadership

Context

Focus of Context

Roles Board Chair, Chief Executive Officer, executive roles, etc.
Traits Charismatic, influential, ethical, etc.

Two Orientations of Leadership

(see NOTE below)

Orientation

Leadership Values

Results-oriented Timeliness, efficiency, work direction, authority, etc.
Relationship-oriented Participation, empowerment, relationships, etc.

NOTE: The orientation of leadership is adapted from the Hersey-Blanchard situational model of leadership in “Management of Organizational Behavior: Utilizing Human Resources”, Prentice-Hall, Inc., 1982.

Learn More in the Library’s Blog Related to Leadership

In addition to the articles on this current page, see the following blog which has posts related to Leadership. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog.

Return to Overview of Leadership in Organizations


For the Category of Leadership:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.


Guidelines to Understand Literature About Leadership

Paper Boats on Solid Surface

Guidelines to Understand Literature About Leadership

© Copyright Carter McNamara, MBA, PhD, Authenticity Consulting, LLC.

There is a recent explosion of literature about leadership. The literature offers a great deal of advice from many different perspectives, which can be quite confusing to readers. (After years of reading leadership literature, I’ve begun to notice that, despite the seemingly different perspectives, many writers are actually asserting very similar points of view.)

The guidelines in this article help the reader to get the most out of leadership literature by helping them to closely examine the various points of view and suggestions from writers. This article is referenced from the topic Leadership (an Introduction) in the Free Management Library. and are referenced at the end of this article.

Sections of This Topic Include

Also consider

Learn More in the Library’s Blog Related to Leadership

In addition to the articles on this current page, see the following blog which has posts related to Leadership. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog.


About Potential Confusion Among Readers of Leadership Literature

Readers sometimes become confused while reading literature about leadership in businesses. This confusion happens for a variety of reasons, none of them are any one’s fault. However, there are some guidelines that might help the reader to avoid confusion and get the most out of this literature.

We live and work in a fascinating, yet fearful time. Increased competition is forcing organizations to implement customer-driven policies where industry-driven strategies worked before. To be more adaptable, organizations are decentralizing. Organizations are transforming, reinventing and reengineering. As a result, there is often a great deal of pain in organizations.

There is an increasing number of practitioners, educators and writers who are trying to help. Each person feels strongly about his or her advice. Among those trying to help are a wide variety of suggestions and a wide variety of views. This situation can cause a great deal of confusion, particularly in readers who are new to reading about the concept of leadership.

After 20 years of reading literature about leadership (including intensive focus during doctoral studies), I’ve gleaned several insights that I share below. By no means do I intend to disparage writers in the following (I am a writer, too!). I sincerely believe that each writer is attempting to help leaders in organizations. I offer the following guidelines in the hope that readers and writers alike will get the most out of leadership literature in the future.

First, let’s look at some causes for potential confusion among readers. Then we’ll review some basic guidelines that hopefully will avoid confusion in the future.

“Leading”: Offering a Definition as a Starting Point

At a minimum, “Leading” is influencing someone in some way. Most people will agree on at least this much of some ideal definition for the term. There are numerous, additional facets to this assertion that could be explored, but this simple definition may be enough to go forward in this article for now.

Where the Confusion Often Starts: Traits Versus Roles

A “leader” is someone who is leading — maybe. Some writers use the term “leader” as based on the formal role in an organization (“He is a leader, that is, he’s the CEO”.) Other writers refer to a “leader” as someone who is showing traits of leading (“He is the group leader for now, that is, he’s showing us where to go”.) However, many writers would disagree that a CEO is always a leader. For example, if an organization is floundering badly with little or no direction, maybe the CEO (a formal leader by nature of his top-level role) is not effectively leading the organization (that is, showing the traits of leading) and, therefore, is truly not a leader. It depends on one’s use of the word “leader”.

Most would agree that the term “Leadership” refers to the ability to lead. Many writers use the term “leadership” to refer to a person who show traits of leading (“He’s shows strong leadership”). However, many writers also use the term to refer to the executive level of an organization (“The leadership decided we’re downsizing”.)

Writers Have Varying Views on “Leading” and “Managing”

Traditionally (although many would now disagree), the term “management” is described as the functions of planning, organizing, leading and controlling (or coordinating) activities in an organization. “Managing” is explained as carrying out these activities. Courses in management often teach from this
perspective. Some writers follow this view and believe that the activity of leading is but one aspect of management. Other writers disagree and assert that “managing” is planning, organizing and controlling and that “leading” is a distinctly separate activity that primarily involves influencing people. An old adage that follows from this latter view is “Leaders do the right things. Managers do things right”. Another adage is “Leaders lead people, managers manage things”. Other writers would even disagree with this view, however. They would assert that, although a person happens to be carrying out activities that influence others, if he or she does not hold a formal role in the organization with the title of “manager”, then he or she is not a “leader”.

Writers Have Varying Views on Universal Versus Relative Perspectives on Leadership

Some writers believe that there are universal principles and styles of leadership that should be consistent no matter the situation faced by the leader. These writers may assert, e.g., that an executive should retain a highly humanistic and participative style, whether a CEO in a hospital or a field general in a war.

Other writers believe that the nature of leadership depends to a great extent on the situation. They might assert that a general exhibit a highly autocratic style, while a CEO should be highly humanistic and participative in a hospital.

Some Writers Might Interchange Terms “Managing” and “Management”

Occasionally, an article (often when comparing leading to managing) will assert that “leading” is different
than “managing”, and later mention that “leading” is different than “management”. This can be particularly confusing for people who believe that a) leading is different than managing (which they believe to be organizing, planning and controlling), but that leading and managing together are management

Some Writers Might Vary Modes of Time in Same Article

For example, a writer might explain how a group member can be the an informal leader in a group even though that member does not have the formal role of leader. Typically, the writer describes that the group follows that the informal leader’s suggestions, listens to the informal leader more than other group members, etc. The writer may go on to assert that everyone throughout the organization needs to be a leader. However, at this point, it may not be clear if the writer is asserting that the person is a leader at that time — or always. Is the writer asserting that people throughout the organization should be leaders (by traits) always or sometimes depending on the situation?

Some Writers Might Mix Reference to Traits and Roles

In the above example where the writer is describing the informal leader in a group, the writer may continue to refer to the person throughout the rest of the article as “a leader” (no longer referring to the person’s traits that led the writer to conclude the person was the leader). The writer seems to have switched from asserting that a person is the leader at that time because of his or her traits to now be asserting that the person is the leader because the person is, well, “a leader”, that is, someone who will always be a leader (by trait) in any given situation.

Along the same lines, some writers mention how important it is that everyone throughout the organization be a leader (by traits). Later, the writers will mention how important it is that the organization’s “leadership” (apparently now meaning the executive levels of the organization) take a strong role to ensure that everyone in the organization is a leader (by trait).

Some Writers Vary Focus of the Term “Leader”

Discussion about the question of “What makes a good leader?” has continued for decades, if not longer. Some people assert that a good leader (by trait) is someone who focuses on leading within a business to reach the business-specific goals of the business. A frequent counter to this assertion is “Well then was Hitler a good leader?” Others look at a leader (by trait) as someone who focuses on achieving vision, and always in a highly moral and socially conscious way.

Is Sometimes Difficult to Glean Clear Message About Good Leadership

All of the various suggestions about good leadership can sound very appealing, e.g., have clear vision, embrace change, lead from principles, be a servant to your people, cultivate community, focus on the future, etc. For various reasons, writers often don’t address how these suggestions can be implemented. In addition, many of us have different impressions of what these suggestions mean. At some point, these suggestions have to be translated to behaviors in the workplace. How does one know if they’re actually implementing the suggestions or not?

Is Sometimes Difficult to Glean Consistent Message About Good Leadership

Leading (whether leaders by traits or roles) is a very human activity. All of us are human. So most of us can offer a lot of advice about what a good leader should do. We want them to transform themselves and their organizations, while ensuring that all of us have jobs. We suggest that leaders build teams, yet focus on employees. They should cultivate clarity, yet embrace change and chaos.

Meanwhile, of course, no matter how much a person believes that leading is separate from managing, every leader must operate within certain budget constraints. Executive-level leaders (by role) hear from board members and others in the organization that the top priority is strong fiscal management. The struggle to take risks while managing cash flow can be overwhelming. Consequently, it can become quite confusing for these leaders to glean a consistent message from all of the ongoing advice.

Suggestions to Get the Most Out of Leadership Literature

The following guidelines are offered to help readers get the most from the advice offered by writers of leadership literature.

1. Come to your own conclusion about “What is ‘management’? Managing? Leading? Are they different? Does it matter?”

Even if your conclusion is “There is no clear definition” or “It doesn’t matter”, at least your conclusion will
give you a stable frame of reference from which to consider assertions of various writers.

2. Attempt to identify if the writer is talking about traits of a leader, the role of a leader or both

3 Attempt to identify if the writer is talking about whether someone is a leader for now, in the future or always

4. Attempt to identify the writer’s scope of the term “leader”. Do they focus on someone as being a leader in the organization or also in society, etc.?

5. Attempt to glean any advice from the writer about how leaders can actually implement the values and principles suggested by the writer


For the Category of Leadership:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.


Sources of Help to Members of COVID-19 Support Groups

Group of people embracing each other in a circle during team building

Sources of Help to Members of COVID-19 Support Groups

These resources are for support groups in which members are supporting each other to deal with the impacts of the COVID-19 pandemic. A toolkit for starting and facilitating the groups is at Start a Virtual Support Group to Help With Stresses of COVID-19

Consider These Resources for Yourself and Others

Resources to Help Your Group Members

There are many free, online articles about topics that are helpful to members of a support group. See the “Supporting Skills” listed on the right side of each page.

Resources to Help Yourself

Resources to Help Others Anywhere

Pose Questions in the Our Facebook Group

This group is for everyone interested or involved in peer support groups, especially around COVID-19 pandemic and its impacts on our lives. We will discuss all aspects of organizing and running a peer support group. Discussions will have an emphasis on groups using free tools offered at https://StartSupportGroups.com/, but do not have to be exclusively about that format of peer support group. (Note: this group is not about specific medical advice and treatment for individuals who may have the virus.)

Attend Office Hours With Experts

Office hours are each week on Wednesdays from noon to 1 p.m. Central Time USA. They will begin on April 15, 2020. To participate, you must:

  1. Have answered at least 80% of the questions correctly in the quiz Test Your Knowledge About PCGs, because the office hours should primarily be about questions that are not answered in these pages.
  2. Pre-register by sending email to peersupport@StartSupportGroups.com. Send your email from the same email address that you used when you entered your private contact information in your quiz. In your email, also include your Skype address if you have one.

Office hours will include the first 10 people who registered. We will promptly notify you if you are enrolled in the next office hour’s session.

Email Us

We hope that you will consider the other sources of help, especially the Frequently Asked Questions, as we tend to get a lot of emails about various subjects. Otherwise, you can email us at peersupport@StartSupportGroups.com.


Regarding Other Uses of Peer Coaching Groups

People who are interested in using the groups for other than support as described in this topic, should purchase training, consulting and materials from Action Learning Source, especially the virtual workshop
Facilitating and Developing Peer, Group, Team and Organizational Coaching Programs. Other uses of peer coaching groups might include, for example:

  • Developing a group-based program for your professional development or employee development in an organization.
  • Modifying the process for developing, for example, a coaching culture, coaching skills, leadership development, management development, supervisory development, networking, problem solving / goal achievement, support groups, team building and transfer of training. Each of these different uses involved a different design of a group-based program.

(First photo courtesy of Matheus Viana and second photo courtesy of Edward Jenner on Pexels.com)


How to Select the Technology for Your Support Group

Young man on a video call while holding a mug

How to Select the Technology for Your Support Group

(This page is referenced from Start a Virtual Support Group to Help With Stresses of COVID-19.)

To ensure that the virus does not spread among you, it is important that your support group meets virtually. There has been an explosion of tools to help people to meet virtually, for example, Zoom, GoTo Meeting, Skype, Google Hangouts, Microsoft Teams, Facetime and WhatsApp.

You Don’t Need Many Features

However, you do not need many of the features that they provide, such as chat rooms, screen sharing, messaging, polling and white boarding. Many groups have met just by using telephones in order to ensure they can reliably hear each other. Other groups prefer some video where they can at least see each other’s faces.

For Telephone Meetings Only

We recommend the FreeConferenceCall service for phone-based group meetings. You just start an account with them, and they send you brief connection information that you use in your conference calls. The conferencing is free, but you pay according to your regular phone service. We are not formally affiliated with this service, but we have reliably used it many times over the years.

For Audio and Video Meetings

Many people who prefer to see each other during virtual meetings often use the free Skype software.
You can use it for free audio communications, as well. Here’s a short video about how to use it. We are not formally affiliated with this service, but have reliably used it over the years. Another popular tool is or Zoom.

What Do Your Members Prefer?

You might ask your members about what technologies that they prefer. Perhaps one or more members could train the others about the selected technology.

Refer to These Tips to Facilitate Virtual Meetings

For tips about how to conduct communications virtually, see Tips for Virtual Peer Coaching Group Meetings. (Another tool How to Facilitate Support Groups guides members through their actual support
group process.)

(Photo courtesy of Edward Jenner on Pexels.com.)