Five Lessons for Effective Staff Management

April 22, 2025

Filed under: Human Resources,Leadership,Uncategorized — jonathanpoisner @ 2:30 pm

Business author Jim Collins, in his monograph Good to Great and the Social Sectors identified getting the “right people on the bus” as a core attribute of highly functioning nonprofits.

Of course, once you get the right people on the bus, there are many elements that go into turning them into an aligned, effective team that advances your mission. 

I was recently asked to summarize some of my past writing on nonprofit leadership as a guide for Executive Directors who’re building staff teams. At a high-level, here are five lessons that I believe every nonprofit Executive Director should take into account when building their team.

Lesson 1: Prioritize building on strengths instead of mitigating weaknesses

All employees have areas of strength and areas that, for lack of a better term, are weaknesses when it comes to delivering on their intended role.   Instead of focusing on mitigating weaknesses, my experience has been that identifying strengths and adapting work to take advantage of those strengths better maximizes team performance and results in higher job satisfaction for employees. 

That doesn’t mean you shouldn’t identify weaknesses or blind spots with employees that can be worked on.  But more of your time and energy should go into aligning the work with employees’ inherent talents. 

Lesson 2: Foster Autonomy and Mastery as Motivational Tools

By and large, the nonprofit sector more than the for-profit sector can rely on the nonprofit’s mission as a built-in motivator for employees.  Almost always those employees motivated by money or status could better achieve those in the for-profit sector.

Yet, even with the mission as motivator, I’ve seen huge differences in nonprofit employee satisfaction.

Dan Pink has written and lectured about motivation in a broader context and highlights the concepts of autonomy and mastery as key.  Nonprofit leaders should keep these in mind when thinking about their own staff supervision.  (Here’s a video for more background).

Autonomy: Employees who have freedom to make decisions within the a broad strategic framework are more likely to be motivated than those who are continually constrained to simply implement decisions made by others. 

Mastery: Employees who have the opportunity to develop and exercise expertise are more likely to stay motivated than those who feel like they’re able to go through the motions.

Lesson 3: Building and Sustaining Relationships

Strong interpersonal relationships are vital for effective staff management.  People are more likely to respond well to those who they like and trust and to dig deeper to help a team with which they feel a sense of community.

That can all emerge spontaneously, but leaders who nurture relationships are more likely to succeed.  That means not neglecting regular activities that are designed to further the relationship, including both one-on-ones in the workplace and opportunities to engage beyond the workplace.  That doesn’t mean you have to become “friends” with those you supervise.  It does mean consciously working to draw connections within your staff based on open communication and opportunities to engage in informal activities.

Lesson 4: Time Management Matters

Time is a precious commodity in any organization as most nonprofit staff could probably work twice as many hours as they’re being paid for without running out of productive things to do.

To address that, choices need to be made as to where to prioritize time, preferably by looking at a strategic plan or other functional plan that identifies goals and top strategies for achieving them.

Even within those choices, too many nonprofits waste time and fail to adapt tools to save time.

Several time wasters relate to meetings:

  • Overly long meetings that could be done in half the time if there was a clear agenda, active facilitation, and a willingness to call the question rather than allow people to drone on.
  • Unnecessary meetings that could be eliminated with a few short emails and/or shared document editing.
  • Meetings that involve several people that really only need 2-3 participants. 
  • Executive Directors who feel compelled to be the organization’s face at every partner/allied organization meeting when they should be delegating that role to others.

There are also tools to save time that many nonprofits fail to use. Mostly these fall into the area of technology.  I’ve been amazing that in this day and age some nonprofits are still having multiple people edit Word documents sequentially rather than adapting to tools that allow for multiple people to collaborate at the same time (such as GoogleDocs).  Project management tools (like Asana, Trello, etc.) and communications platforms (like Slack) can also allow for a lot of project planning and task list accountability in ways that cut back significantly on the need for drafting/reading/responding to emails and meetings.

Lesson 5: Embrace Strategic and Functional Planning

I’ve seen too many nonprofits whose staff are frenetically doing lots of things, but those things are not strategic and thus not advancing goals. While this can bring temporary satisfaction to a team, it rarely does so over the long haul. 

While they serve other purposes as well, do not underestimate the value of strategic and other forms of planning as a staff management tool. 

  • They are a means of honing your staff’s thinking, to the extent you involve staff in this planning.
  • They are way to bring your staff into alignment (with each other and with the board), so their work is less likely to be at cross-purposes.
  • They produce products that are invaluable as orientation tools when you have staff transitions.

What do you think?

If you have a high-level staff management lesson you’d like to share with my readers, please comment away! Or shoot me an email for me to incorporate in an updated post.

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On Fundraising Stories

April 16, 2025

Filed under: Communications,Fundraising,Online Communications — jonathanpoisner @ 12:11 pm

I often talk about the importance of shifting fundraising language from a bullet-point approach to a story approach.

I know that for some nonprofit leaders this is challenging because storytelling isn’t their natural inclination. It’s not mine either.

Yet, by taking into account some basic techniques, virtually anybody can generate effective fundraising stories.

A more complete primer on fundraising stories can be found in my E-Book, the Essential Major Donor Toolkit. 

For those getting started, here’s a handful of important things to bear in mind when trying to craft a fundraising story. 

Include all the Elements of a Story

In crafting fundraising stories, ensure they have all three elements of a story.

  1. An objective.  The objective could be a community need or the need of individuals within it. 

  2. An obstacle.  The obstacle could be bad policy, lack of funding, natural causes, or some other threat or barrier that keeps the community (or individuals within it) from achieving their objective.  

  3. Impact.  There needs to be either harm if the objective isn’t overcome and/or some positive impact if the objective is overcome.  These are the stakes.  They don’t have to be huge stakes, but they must be clearly articulated in a way that the donor will find important.

Every story you’ve ever read – not just fundraising stories –have all these elements.  Don’t just talk about community need.  Don’t just talk about obstacles.  Don’t just talk about impact.  Make sure all three show up. 

Incomplete and Complete Stories

Make sure you are crafting both complete and incomplete stories.

A complete story is backwards looking and shows how you have made an impact in the past.  Complete stories are an important way to demonstrate to donors that their past support has translated into the charitable impact they desire and thus a good bet for future donations.      

An incomplete story is one where the outcome is not yet known and, importantly, one where the donor can make a difference by helping the organization have future impact.  Incomplete stories are essential to create urgency and to ramp up the emotional stakes.

In writing any story, ask yourself: am I writing this to demonstrate past impact or am I writing this to create urgency so donors will want to give right now.

In writing the set of stories that may go into your fundraising, make sure you have some of both type.

Put the Donor in the Stories

Too often I read fundraising appeals that talk about all the great things “we” did as an organization.

As you write/edit your stories, use the word “you” instead of “we” whenever possible.

You want donors to feel like they’re a hero making an impact and that means making them central to the appeal.  “Your support ensures IMPACT.”  “You can help IMPACT.” 

The word “you” should show up in both completed stories where the donor had a role in the organization’s past impact, and incomplete stories where the donor can be the hero.

Where possible with the technology, you can also insert their name into appeals.

* * * * *

Want to run a fundraising letter or email by me for a quick reaction, I offer all nonprofits a free half hour consultation.  Just reach out if interested.

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