Staying Grounded in Dangerous Times #2

March 26, 2025

Filed under: Advocacy,Leadership,Politics — jonathanpoisner @ 10:30 am

February 28, 2025

I wrote my last email less than a week into our current wannabe dictator’s Term.

Now I can say: one month down, 47 to go.  Sigh.  

Last month, I noted that it felt wrong to put out an e-newsletter as if the world hadn’t changed fundamentally for nonprofits.

Of course, there are thousands of nonprofits right now struggling to survive as illegal and/or callous decisions seek to claw back their grants and contracts.  This is especially true for those involved in US AID and those reliant on funds related to the Biden Administration’s Inflation Reduction Act’s climate spending  If you’re among them, I feel your pain and hope you’ve found a way to get the legal and other support you need.  

For those of you who have yet to have your own funds cut, how do you react?  

Three bits of quick advice this month:

1. Reach out to your friends who’re struggling, either financially or emotionally.  We are stronger together.  

2. Speak out. Whether that’s calling your members of Congress (daily), writing letters to the editor, speaking out at town halls, or some other activity.  Now’s not the time to cower. 

3.  Be realistic about your own nonprofit’s fundraising.  I know a lot of groups whose annual budgets called for growth this year.  I’m not saying it won’t happen, particularly if you had solid plans and had investments (of time in particular) in place to actually do more fundraising.  Recognize there’s a very strong chance that increased inflation and massive layoffs, among with the business uncertainty engendered by chaos, will equal a recession. 

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What makes a high functioning board?

March 12, 2025

Filed under: Board Development — Tags: — jonathanpoisner @ 2:53 pm

Not every one of my client engagements involves work with a board of directors, but enough do that I can safely say I’ve worked with several dozen boards and that’s allowed me to reach some conclusions regarding what separates those that truly lift up their organizations from those that drag them down.

Unfortunately, it could also take a book to spell out all these differences, along with recommendations for how to improve boards.

Nonetheless, someone challenged me to identify the most important attributes of a high-functioning board so they could know where to begin for improving their own board.

So without further ado, here’s my best effort.

Effective boards do five things particularly well:

  1. They’re efficient
  2. They’re responsible
  3. They’re financially supportive
  4. They are connected to the cause
  5. They are continually improving

Efficient means they hold well-run board meetings that are actively facilitated and focus on essential topics, they use committees or task forces where appropriate between meetings, and board-staff relationships are managed in a way that doesn’t create additional, unnecessary time sinks.

Responsible means the board meets their legal, ethical and fiduciary responsibilities.  Plus, it also means they are accountable to each other and to the staff.  Put another way, they plan for the board and they ensure the organization has a culture of planning.  Plus, they do what they say they’ll do. 

Financially supportive means they donate themselves and they have some involvement in raising funds or securing revenue for the organization.  Not everyone needs to be an asker, but everyone needs to somehow engage as an ambassador, steward, cultivator, or some other way that either directly bring in dollars or helps someone else on the team bring in dollars.

They have some connection to the cause (that staff should help reinforce) so that their passion for the mission can help get past any inertia or fear that would otherwise block them from being effective board members.

Lastly, they are continually improving, meaning they are constantly asking relevant questions, such as: who else should be on the board?  And what could we be doing better?

There are, of course, many details underneath each of these.  Books worth of details.  And the process taking a mediocre board to high-functioning can take multiple years.

But if you’re beginning the process of building or improving a board, I think reviewing the above with the board and asking them: “how are we doing?” is a good place to start.

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The Leadership + Plan + Team formula

March 6, 2025

Filed under: Human Resources,Leadership,Strategic Planning — jonathanpoisner @ 10:45 am

One of the lessons I took away from the last few years is what I’ve come to think of as the Leadership + Plan + Team formula.

Organizations lacking any one of these elements are unlikely to thrive on a sustained basis.

Leader + Plan but No Team: I’ve seen leaders who’re personally impressive and have a plan, but who don’t cultivate a team around them. The result is an organization that thrives in fits and starts, but not on a sustained basis because there’s only so much one person can do.   The organizational challenge becomes particularly acute when the leader in question decides to move on.  

Leader + Team but no Plan: I’ve seen leaders who’re personally impressive and do cultivate a team around them, but who never take the time to develop and use a long-term plan.  The result is an organization that does a lot of things, many of them well, but the lack of planned focus leads to lots of activity, but often misaligned and poorly thought out.     

Team + Plan but no Leader: I’ve seen great teams, who have a focused plan, but who fail to secure a top leader who has the leadership skills to attract new resources around their shared vision and to keep the team aligned over time.  The result is an organization that chugs along, but doesn’t shine.

Every example I can think of a nonprofit that thrives over a sustained period of many years the formula has always included Leadership + Plan + Team.

If you see your organization missing one of these elements, address it.  Don’t wait for the situation to somehow resolve itself. 

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Preparing for a Likely Recession

February 27, 2025

Filed under: Board Development,Fundraising,Strategic Planning — jonathanpoisner @ 1:45 pm

February 2025

Preparing for a Likely Recession

No, I’m not an economist (although I do have a B.S. in Economics). 

A lot of smart people – including economists — thought there’d be a recession 2 years go and there wasn’t.

And the same thing the year before that.   And a few years before that.

You get the gist.   In any given year, somebody is predicting a recession.

Of course, this year, between the federal chaos/layoffs, tariffs, and general economic uncertainty created by businesses unwilling to invest under a unpredictable regime, it’s hard not to believe that the long overdue recession will finally come.

It doesn’t mean the end of your nonprofit.  Indeed, you may actually thrive during the recession.

I managed the Oregon League of Conservation Voters through the 2001-2002 recession and the first half of the 2008-2010 “great” recession. 

Having managed a nonprofit through these, what do I wish I’d done differently in the 6 months prior to them?

Here are six ideas of what to do and one of what not to do.  Some of these lessons are directly based on my experience at OLCV and others are based on my knowledge as a consultant.

  1. Pay attention to your cash reserve.  If you haven’t already, have a conversation with your board up-front about what level they are willing to let that reserve drop to during a recession.  It’s okay – indeed, it’s appropriate — to have an annual loss during a recession if you began the year with a large enough reserve.  Have this conversation openly with your board rather than making decisions on the fly

  2. Be open with staff about your financial situation.  Are you in a really solid position?  Or somewhat precarious?  At OLCV, I wasn’t always open with my staff about how tight our finances were leading up to the 2001-2002 recession.  When a difficult decision was made by the Board Executive Committee (with my support), to freeze all staff salaries (e.g. no pay raises during the year, even COLAs), there was some staff frustration.  If I’d done more in the year prior to educate staff about how thin our reserve was, I would’ve saved heartache later on.

  3. Think about delaying “icing” expenditures.  Some of what you do is the cake.  It’s what you absolutely need to do to advance your mission.  Other things are nice, but if you don’t do them, nobody’s going to look at your nonprofit and say: you’re failing.  Take a hard pass through your budget/expenditures and ask: what can easily be deferred 6-12 months until we know more about our financial situation?  Ask staff their opinion about what to defer (or just cut).

  4. Don’t stop fundraising!  If anything, step it up.  Some people might say: “our donors are probably freaked out, so now’s not the time to ask.”  Don’t make that decision for them!  You never know their situation.  I once had a donor who I knew had been laid off make his largest ever gift to us.  (I learned later it was because he’d received an inheritance).   Even in bad recessions, plenty of people have jobs/situations that leave them doing well financially.  They are sometimes even happier to donate recognizing the need and their relative good fortune.

  5. In your fundraising, focus more of your energy on cultivating existing donors to deepen your relationships than adding first-time donors.  When individuals cut back their giving during a recession, they tend to stick with organizations they already support versus those that are new.

  6. Also in your fundraising: focus on your relationship with your top donors.  In most organization, there are 10-15 donors who make huge difference.  Be proactive in the next few months cultivating your relationships with them.  Let me know what you’re doing, how your reacting to the new lay of the land, and how their donations are making a difference.

  7. Lastly, a lesson of what to avoid: don’t choose a recession as the time to launch a business-focused fundraising effort.  Corporate fundraising yo-yos much further down during a recession historically, compared to individual giving or foundation philanthropy.  If you’ve laid the groundwork or you’re targeting businesses that are somewhat recession-proof, this might not apply to you.  But think hard about making a new, business-focused campaign an important part of our 2025-2026 strategy.

Do you have lessons of your own to share? Please leave them as a comment!

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14 Tips for Board Minutes

February 26, 2025

Filed under: Board Development — jonathanpoisner @ 3:20 pm

These tips range from the hyper-specific to general.  I’ve encountered more than a handful of organizations for which board minutes are done slapdash without any real attention to meeting either the need to be legally accurate memorials of what happened or documentation of use to those unable to attend.

  1. The minutes should state when the meeting convened and when it adjourned.

  2. The minutes should state the location (if in-person) or state that the meeting was conducted virtually.

  3. The minutes should indicate who was in attendance (both board members and others).  (And if people arrive/leave part-way via the minutes, the minutes should reflect that).

  4. The minutes should follow the order of the agenda, so that it reflects what happened during the meeting in the order the events take place.

  5. Minutes should be in past tense. 

  6. While it should follow the order of the agenda, the minutes taker shouldn’t just take notes on the agenda it it’s using a shared platform, like googledocs.  You should retain a clean copy of the agenda that doesn’t contain notes of what happened during the meeting. (The minutes taker can always copy the agenda into a new document or cut & paste the agenda into a new document if they find having the agenda useful as an outline).

  7. Motions should be memorialized, with detail on what the motion is, who made the motion, who seconded.  If a voice vote is taken and there are no objections, it is sufficient to just indicate a sentence that the motion passed.  If a counted vote takes place, the tally of yays and nays should be detailed.  Motions are the one thing you absolutely most record in the minutes. 

  8. Minutes should be concise and direct.  They are not a way of reporting everything every person said, details from presentations, etc.  They should focus on the most essential things: actions taken by the board and commitments made by individual board members to take on tasks.  If there are documents shared during the meeting, it can be appropriate to link to those from the board minutes. 

  9. To the extent there is a desire for minutes to reflect informational items where no action is taken, it is sufficient to note the item and provide a very brief summary of the topic covered.  This should not be a transcript of the meeting.  

  10. The Secretary should take notes during the meeting.  And then within 48 hours edit them into draft minutes while their memory is fresh.  This is the time to double-check spelling, write out acronyms and jargon to make them understandable.  In the absence of a Secretary, somebody else on the board should step up and play this role.  Staff can offer to assist, but ultimately these are a fundamental board responsibility.

  11. Before being distributed, it’s appropriate (though not essential) for an Executive Director or Board President to provide suggested edits at this point, for the Secretary to then finalize. 

  12. Board minutes should be circulated as soon as ready, rather than waiting until just prior to the next board meeting.  At the next board meeting, the minutes from the prior meeting should be approved by a board vote (with any corrections identified), usually as the first item of business.

  13. The organization’s online file system should allow for minutes from past board meetings to be easily sought out if it proves necessary.  At a minimum, when new board members are oriented, they should be shown the minutes from the last 2-3 board meetings.

  14. Lastly, while the existence of this Tip Sheet suggests the importance of minutes, careful readers of Why Organizations Thrive will note that Executive Directors are separately encouraged to send an email to their boards within 48 hours of a board meeting summarizing the most significant things that happened.  This is an important way to maintain momentum with those board members unable to attend.
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Don’t drop the glass balls

January 29, 2025

Filed under: Human Resources,Leadership,Strategic Planning — Tags: , , , — jonathanpoisner @ 11:13 am

A client recently used the following phrase when discussing the challenge of being an Executive Director.

“I’m constantly juggling balls.  Too many to keep in the air.  The key is knowing which balls are glass and which balls are plastic.”

I loved the metaphor and doing some online sleuthing believe it originated with the author Norah Roberts, who used it to discuss the challenge of being a successful writer and raising kids

I’ve thought about the metaphor and would like to suggest several implications for how a nonprofit leader should approach their work.

Bottom line: there are steps you can take to be an excellent nonprofit juggler who rarely (or never) drops a glass ball.

About the Metaphor

The metaphor is pretty self-explanatory.  Drop a glass ball and it shatters.  Drop a plastic ball and it doesn’t.  The plastic ones can be retrieved and picked back up if necessary, or perhaps kicked out of the way if unnecessary.

Glass balls are your tasks where mishandling them would have significant consequences.  Plastic balls, in contrast, might be annoying to “drop,” but the consequences would be comparatively minor.

Of course, if you’re a nonprofit Executive Director (or anywhere in nonprofit management), you’re not just juggling your own balls.  You’re also setting in motion members of your team (at least those you supervise) to juggle their own balls.

So even as you have to scan the balls to make sure your own glass balls don’t drop, you also have to be cognizant of who among your team has glass balls that are at risk of being dropped.

Of course, you might say: “well the answer is to just never drop a ball.”  And I’d say: “good luck with that.”  Seriously, I’ve never seen an executive doing their job who isn’t consistently faced with triaging tasks to either let them go entirely or to push them off to some future date.

Distinguishing Glass from Plastic Balls

As you scan your tasks, identify which ones are glass.

Here are some examples of glass balls: 

  • Key activities for mission-critical programs.  If these go awry, it would significantly detract from your mission impact.
  • Activities where failure could seriously harm the reputation of the organization, thus threatening its future funding. 
  • Key donor relationships.  Work to maintain those relationships can be thought of as a series of glass balls.  Plus, activities of the organization that any of your very top donors particularly prioritize. 
  • Financial oversight, to some extent.  Not every task within your fiscal management system represents a glass ball.  But collectively, ensuring reasonably accurate, reasonably timely financial reporting definitely would count.
  • Losing top-notch staff.  Dropping balls that could cause your top staff to leave would fit in this category, as would loading up those staff with so many balls of their own that they feel compelled to leave.

Dropping these glass balls can lead to irreversible damage, loss of trust, financial instability, or failure to advance the mission.

What are your plastic balls?

They can be important too, but failure (or neglect of them) won’t be so harmful.

  • Many minor administrative tasks would fit into this. 
  • Meetings where your participation would be nice, but is not essential.
  • Minor events.  You want these to happen, and of course you want them to go well, but if you have to either cancel them or let them go forward in a middling way, there’s no permanent harm.

How to avoid dropping glass balls

Here are a handful of strategies to consider:

1. Don’t juggle so many balls!

This may seem obvious, but it’s easy to overlook. 

Use work plans to lay out what tasks you’re taking on and don’t commit to activities that are beyond what’s realistic.  If something emerges new, can you safely offload something else (in our metaphor, catch a plastic ball and either hand it over to another juggler to handle)?

This applies not just to you, but also the people you manage and their balls.  Don’t establish expectations that are unrealistic. That’s hard to do unless you require some level of work planning by them from which you can help them assess and manage their work and workload.

2. Don’t try to make the perfect throw every time

Juggling (literal juggling, not metaphorical) is something I learned to do at a summer camp as a teenager.  One of the things I had to learn was to get the basics down of the throwing motion, but not be so focused on the perfect throw that I wasn’t simultaneously able to track where the other balls were and prepare to catch/throw them.

Perfectionism is a common failing that many people face when it comes to how they approach tasks.  As a nonprofit leader, I often found that I could accomplish 90% of the benefit of a task at 60% of the time necessary. The remaining 40% of the time might get me to perfection, but that time was unavailable for other projects.

3. Use technology/tools to track your balls

In the real world, juggling balls blindfolded is beyond challenging.

Yet, I sometimes see nonprofit leaders who aren’t blindfolding themselves, but are definitely hamstringing themselves by not continually tracking and planning for their tasks.

Just last year I was asking a nonprofit leader how they organized their work day/week and pretty much it was: I show up to work, do what’s in my calendar, and respond to emails.  I wasn’t surprised to hear that balls were being dropped.

Back in the olden days when I was an Executive Director in the late 1990s, I relied on a paper “Franklin Planner” (bonus points for anyone who remembers those!) to keep meticulous notes around to-dos, organized within major categories and tied to a calendar.

As soon as possible, I gravitated to computer solutions, which at first for me were Excel spreadsheets that I used to keep track of the “balls” and could identify those that were critical.  I didn’t know the glass/plastic ball analogy, but I behaved like I did by bolding some spreadsheet rows to emphasize their importance.

About 15 years ago, I moved to online project management systems.  For the last 5 years I’ve been very dependent on Asana.  I use it to plan and track projects, activities within those projects, sub-tasks within the activities, etc.  I use priority-level settings to identify my “glass balls” as a consultant.  

Every day begins by looking at what I have to-do.  When any task is completed, I return to Asana to mark it done and immediately create any new follow-up tasks that are appropriate.  When I agree to take on new projects or tasks, I’m in Asana within a day or two laying out the tasks needed on a timeline.

I’m not telling you to be as relentless in using a tool like this as I am.  But you need to have some tool and don’t just use it half-heartedly.

Bottom line: if you’re not consciously identifying your balls and tracking their flight, you’re a lot more likely to drop one.

4. Consciously remove or let drop balls, particularly plastic ones

As a nonprofit leader, you should be regularly identifying plastic balls (or even glass!) that you can catch and hand over to someone else on your team.

Some balls you may not be able to delegate, but if you’re feeling out of control, you can still consciously catch the ball and instead of immediately rethrowing it as a juggler, you can set it on the counter next to you, to be picked up later. 

Of course, some balls are still dropped.  That’s okay.  When a ball does drop, it’s important to be aware of it, though, so you can perhaps kick it off to the side in a deliberate manner, so it doesn’t get underfoot and trip you up. 

Whether you’re temporarily setting a ball aside or dropping/kicking it off to the side, be sure and communicate to anyone else who had expectations you’d complete something that it’s going to be delayed.  (Note: some technology tools make this really easy!).

5. Recognize that some plastic balls can turn into glass

The same task may change on you over time.  Board recruitment at a time you have a really strong board may be plastic as a ball, but if you neglect the task for too long, it may become glass as your board strength deteriorates. 

So don’t just think about the relative level of importance of tasks as you take them on initially, but rather have some sort of process on a periodic basis (quarterly?) to spend a few hours taking a harder look at your overall work plan and see if anything needs more attention than you had originally envisioned.

6. Get help learning how to be a better juggler

You can juggle more balls if you’re a better juggler. And some of that is just practice.

But you can also get training to be better and handle more.  Sometimes finding time to get professional development is absolutely worthwhile to be a more effective juggler. 

In my early years as an Executive Director, I had the benefit of a lot of training thanks to a national organization with which we were affiliated. Those trainings absolutely set me up for greater levels of success, even as the time spent at the training meant I had to juggler fewer balls in the short-run (setting some aside).

Where the metaphor breaks down

I think the analogy breaks down, in part, because it may lead you to focus too much on the urgent things (that seem like glass balls), while plastic balls that are really important get neglected. 

Paul Covey in the 7 Habits of Highly Effective People wrote about a time management technique that divides tasks into four quadrants.  One axis is urgent versus non-urgent, with urgency about time sensitivity.  The other quadrant is important versus non-important.

The challenge for some executives is they fail to work on things that are important, but not urgent.  Because of the lack of time sensitivity, you may feel the ball isn’t glass.  Or you may see the ball is really high in the air so there’s just plenty of time to get to it.

Even as you think about the glass v. plastic ball metaphor, I’d encourage you to also recognize that some types of relationship-building, planning, etc. represent a series of activities that may individually be “plastic” balls, but collectively they are “glass.” Drop one or two, no biggie. Drop most or all, that’s big.

So recognize that you can’t just focus on this one management technique, but apply it in the context of others that make sure you’re focusing on the right things.

Feedback

As always, please share your thoughts on this metaphor or techniques you use to either distinguish between more important and less important tasks or to avoid “dropping glass balls.”

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Year-end fundraising tips

November 27, 2024

Filed under: Fundraising — jonathanpoisner @ 3:28 pm

November 27, 2024

Given we’re on the cups of December, I felt it would be timely to share some thoughts on year-end fundraising.  Of course, in the ideal world, you would have finished planning for your year-end giving campaign earlier.  But it’s not too late to gin up a year-end campaign that builds upon your past successes.

So here are six key suggestions for you to consider when it comes to year-end fundraising:

1. Don’t just make one effort and call it done

People are incredibly generous in December.  I’ve read various statistics, but roughly one-third of all nonprofit donations come in during the month.  And as much as 10% comes in during the final couple of days of the year.

If your organization has the capacity, you should send out a letter to past donors (and prospective) asking for a gift.

Again, if capacity allows, you should individually follow up via phone or text with those you can (starting with those with the highest level of past giving assuming you have limited capacity).

Of course, for your very top donors, you should be trying to meet with them in-person if they’re interested as that’s the most effective way to build relationships.

Your email campaign should also not just be a one-off.  Ideally, you’d kick off the month with an email about your year-end campaign (perhaps focused on Giving Tuesday), follow-up mid-month with a progress/update, and finish it off on the 29th or 30th to spur those final end-of-year donations.

Layer in social media with an overlapping message.  And again, not just one.  Time at least some social media to go out the same day as your emails. Sometimes the first message piques their interest and the second spurs them to action.

For each separate social media channel where you are active, think 2-3 posts early in December launching your year-end giving, 3-4 mid-month, and a final burst of 4-6 between Christmas and New Years.

2. Make it an integrated campaign

You’re not coming up with a dozen different fundraising appeals for all the mail/email above.  You have one over-arching campaign, with a goal/theme, and you should repeat that across every appeal/channel.

Obviously, you’re not repeating word for word. Email will be shorter and use simpler language than mail, for example.

But your early December messaging should announce the year-end campaign, your mid-December message should report some early progress, and your end-of-month messaging should get people excited about the campaign’s success.

What that central goal/theme looks like will vary wildly by organization. While you’re thinking of this as a campaign, I don’t recommend pitching the dollars for a specific organizational activity, as end-of-year giving is a prime opportunity to generate general operating revenue that provides you the maximum flexibility.

3. Make your donor the hero of the story

Think you not we.

You want your donors (and prospective donors) to feel celebrated and important, to understand the appeal/importance of your mission, and to feel part of the team.  You want them to feel “super” like they have a “super power.”

For example, don’t talk about what “we” have accomplished. Talk about what “you” have accomplished.

Bonus points if you can make the story unfinished, so the donor’s continued generosity is key.  Or have a clear sequel story that you gin up as part of the ask for the “next story.”

4. Prime your best folks to further spread the word

You have your lists and social media reach and they get you so far.

But messages from you will have more power when reinforced by individuals who the donor knows.

Reach out to your board members and any key volunteers letting them know to expect the year-end fundraising email(s) and ask them to forward/share them (preferably more than one of them).

Consider directly messaging them on social media (if they’re on your channel) making the same request as you make posts.

This takes time, of course, but can both increase the odds donors respond and allow you to reach new donors from the networks of your board/volunteers.

5. Offer a match (if you can)

Especially for email, evidence shows a match can be motivating to some donors and increase the number of responses and the average gift. 

Of course, you can overemphasize a match. It needs to be part of the appeal — the shiny icing on the cake — not the cake itself.  

But to the extent you have a single donor (or an array of donors together) who can offer a match that’s large enough to seem motivating, you should do so. After all, cake icing is yummy.

I would not necessarily feature the match in every message.  I’d do so more at the beginning of the campaign and again at the end if you haven’t already secured the match.

6. Segment

Don’t treat all your donors the same.

To the extent you can, you should remove those you’re targeting with large individual asks from your mass emails and general mailings.  Perhaps include them in the final year-end emails if they haven’t given.

With mail, if you can produce two letters – one for those who haven’t given recently and one for those whose support you want to renew, that’s preferable to one message covering both.  The letter is mostly the same, but at a few key points your ask language would differ. You can, of course, take this further and segment past donors into different tiers who get letters that mention slightly varied asked for donation amounts.

Likewise, with email, if your email list is synced to your fundraising database in a way that allows you to distinguish past donors from prospective, I would again recommend a slightly different message to the two lists.

Bonus: Don’t let the perfect be the enemy of the good

Don’t read the tips above and get overwhelmed if you’re starting from scratch. Better to do a few of these than none. Pick those doable within your time and technology.

Then start planning earlier next year and see what more is feasible.

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Scary Nonprofit Quotes 2024

October 24, 2024

Welcome to the 3rd not-quite annual edition of Scary Nonprofit Quotes.

I authored the original edition in 2021 as Halloween approached and a follow-up in 2022.  After a one-year hiatus, I’m back.

I’ve wracked my brain and reviewed notes from the year. So without further adieu, here are the scariest things I’ve heard uttered by nonprofit leaders during the last couple of years.  Some of these may seem made up, but they’re not!

If you have a scary quote of your own, please add them as comments!

Scary Quotes, 2024 Edition

  1. I knew 10 years ago our fundraising database was a mess and needed to be replaced, but it just never seemed like the right time.

  2. I know this is what most of the people we had you interview said, but I don’t think they get nonprofits.  (Note: the people interviewed actually had more nonprofit experience than the board chair who uttered this].

  3. I can’t continue to be board chair of this organization unless the organization starts paying me as a contractor.

  4. I don’t believe we should work with deadlines or agreed upon objectives. 

  5. I don’t use talking points or write up what I’m going to say at our fundraising events. I prefer to wing it.   I’m not sure I could tell you what I said after the fact. 

  6. I know it’s a headache, but I’ll just leave that to the next Executive Director to deal with [after I leave in about 2 years].

  7. I don’t care if our board minutes are accurate.  Nobody will ever read them.

  8. I like to just use general topics for meeting agendas rather than specific questions.  I prefer to just let the meeting unfold.

  9. High staff turnover is something we just have to accept given we’re a nonprofit and therefore don’t pay well.

  10. I think I should be able to bring my wife to the board meeting. [notwithstanding the confidential information/topics that will be covered].

Let’s do a poll!  Please vote for your favorite Scary Quote of 2024.  I’ll be sure to post the results on Halloween. 

Please also comment if you have your own scary quotes you’d like to share!

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Why volunteers before how volunteers

September 25, 2024

With a few exceptions, the vast majority of nonprofits with which I’ve worked have viewed volunteers as both an important resource and strategy. 

Almost always, they immediately get to the question: how do we get volunteers?

In my experience, if you start by answering that question, you’re getting off on the wrong foot.

Instead, you should first ask the question: why volunteers?

How you go about getting volunteers will greatly impact what types of volunteers you secure.    You may recruit lots in raw numbers, but not meet your needs.

At the same time, understanding why you want volunteers will help you identify the right recruitment priorities.

So before designing the how, start with the why.

And to answer the why, I generally counsel asking two other questions in combination:

First, what do you most want out of your volunteers?

Second, what level of volunteer do you need?

Let’s take those questions in turn.

What do you most want out of your volunteers?

Here are five potential reasons I’ve experienced first-hand:

  1. To do the work staff just can’t get around to doing (either back-end administration/fundraising or programmatic).   The most recent statistic I found (from 2021) featured 60.7 million adults volunteering 4.1 billion hours.   A well-designed volunteer program should get more work done than could be done with the staff time necessary to recruit the volunteers.

  2. To be authentic voices.   Whether in fundraising or program, volunteers can speak authentically in ways that staff simply can’t. 

  3. To tap into their relationships.  Relationships drive fundraising, volunteer recruitment, advocacy, and other areas where nonprofits often focus.  Volunteers bring with them all of their relationships with friends, colleagues, etc. and can likely be heard by those people in ways that aren’t possible if the organization were to communicate with them directly. 

  4. As sources of local knowledge.  Particularly if your organization is trying to make a difference over a relatively large geography, volunteers are uniquely positioned to become your eyes and ears on the ground to help you make sure you deploy your resources in their geography in ways that will work.

  5. As sources of specialized expertise.  Whether it be graphic design, accounting, information technology, or a dozen other areas, organizations can sometimes meet their needs for technical expertise through high-level volunteers that save them money.

There is also a second question worth asking:  what level of volunteer do you need?

My very crude short-hand is there are three levels of volunteerism: participants, activity leaders, and organizational leaders.

Participants show up and do something for you.   Often just once, but sometimes repeatedly.   This is the bread and butter of many volunteer programs, particularly if they aim to generate lots of activity.  This looks wildly different based on the type of nonprofit.  A conservation nonprofit might have tree planting or cleanups.  An advocacy nonprofit (no matter the topic) might have phone banks or door-to-door canvassing. 

Activity leaders are the next level up: these volunteers are willing to lead all or part of some activity.  They may provide the training for participants, they may provide food for a fundraiser, they may take responsibility to recruit other volunteers, to cite just a few examples.

Organizational leaders take ownership for the long-term health of the group, overseeing either a series of activities or overall organizational health.  Board members are inherently organizational leaders if they’re doing their job.  But nonprofits shouldn’t assume that only board members will fulfill organizational leadership roles.  Other volunteers can be cultivated and given non-board authority in ways that allow them to take on organizational leadership as volunteers.

After answering these questions, it’s now appropriate to go back and set up a program that answers the how of volunteer recruitment.

If what you most need is local knowledge from people who’ll take organizational leadership, it argues for a very different volunteer recruitment strategy than if what you need most are activity participants who’ll do basic grunt work.

In a future blog entry or article, I’ll write more about effective volunteer recruitment programs.

But no matter your skill-set at recruitment, you’ll go further in setting up your program if you start by answering the question why.

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Building and Sustaining Effective Coalitions

June 28, 2024

Filed under: Advocacy,Leadership,Strategic Planning — jonathanpoisner @ 2:47 pm

I’ve been thinking a lot lately about effective coalitions, , since I’ve been hired to launch a couple in the last year and facilitated meetings of a third.  Actually, I’ve been thinking about this topic for 25 years as coalitions have been at the forefront of my professional career, both when I was working as a nonprofit Executive Director and as a consultant.

I was looking back at a PowerPoint I created several years ago about effective coalitions and realized I’d never taken the time to update it and present it in written form.

So here for your reading please is some of my top advice when it comes to how to build and sustain an effective coalition.  Since much of my career has involved nonprofits for whom advocacy on public policy is a major component, this article is heavily weighted towards coalitions in the advocacy context.

In the article, I’ll discuss best practices for launching a coalition, some thoughts on different types of coalitions, and best practices for sustaining a coalition.

But first, an obvious first question: what is a coalition?  My simplest use of the term for purposes of this article: any effort involving more than two organizations choosing to work together for some shared purpose beyond just a one-time event/project.  By this token, I’m using the word coalition for a catch-all term that could encompass structures that may go by a different name, such as network, alliance, partnership, etc.

Best practices for launching a coalition

Step 1: Determine and start with the core.  This is everyone who has to be involved, not necessarily everyone who’ll ultimately be invited.  Who are the organizations who you’d consider essential?

Step 2: Take the core’s temperature.  This is best done in a series of one-on-one conversations.  In my experience, you’re more likely to get candor one-on-one.  If there aren’t at least a few people enthusiastic, it’s okay to pull the plug at this stage.

Step 3: Meet to answer 5 key questions.  This could happen at a single meeting, but I find it often takes two meetings, and I’ve been involved in at least one coalition where it took four.

Question 1: What’s the purpose of the coalition?   Is it around a specific policy outcome with a defined period of time to pass it or a topic area where the coalition would want to make progress over time?  Or is it about building capacity of the coalition’s members, irrespective of any policy goal?

Question2: What type of coalition makes sense given the purpose?  I’ll discuss this question further below. 

It’s a really good idea to put the answers to Questions 1 and 2 into writing.

Question 3: Given the purpose and type of coalition, what system of decision-making makes sense? 

Question 4: What is/are the initial priority or priorities for coordinated work?  If there’s no shared initial action to take in the next year, it’s probably premature to launch.

Question 5: Where will the resources come for the collective work?  Are you counting on additional outside resources to flow into the coalition?  Will coalition participants pool funds in some way and then hire/contract with someone to coordinate/lead?  Or will coalition members directly expend resources to do the work?

More on types of coalitions

There are many types of coalitions, but I find they usually fit into one of five categories.

Networks are when organizations that come together with the primary purpose of sharing information to allow for ad hoc coordination where interests overlap, so as to decrease duplication of effort and identify opportunities for greater impact. 

Associations are when organizations come together to advance the long-term interest of their members, with a primary focus on building up the capacity of the members, via shared resources and shared capacity building.

Coordinated projects are when organizations come together to advance a very specific project.  Obviously, if it’s a really simple, short-term project, you wouldn’t need a coalition. So presumably these would be complex, longer-term projects. It could be advocacy focused (e.g. pass a bill) or it could be generating more public attention to an issue (e.g. such as issuing a shared report).  

Campaign coalitions are a special type of Coordinated Project that usually involves advocacy around a fixed deadline, such as an election or the end of a Legislative Session. 

Strategic Alliances are when organizations come together around an issue or related set of issues where they hope to make progress over an extended period of time. Example: reduce air pollution in Oregon. A strategic alliance may spawn campaign coalitions or coordinated projects that involve other participants who aren’t part of the overall alliance.  

Extensions of a lead organization are when organizations come together under the leadership of a single, well-funded organization using a coalition structure to advance an outcome, and the other organizations are just fine playing a more supportive role. 

How do you decide which is appropriate?

Focus on the why behind the coalition.  Discuss and pick the most appropriate, but don’t feel you have to stay constrained by the options above.  You can create your own model.  Just be sure that the participants are in alignment about what you’re doing and why.

Why do some coalition launches fail?

In my experience, the number one reason is lack of individual leadership.  That’s partly why taking the temperature of the core is essential up-front.  I was once hired to help launch a coalition and we skipped the one-on-ones up-front and went straight to holding two initial meetings.  Everyone agreed upon the purpose, the type of coalition, governance, and an initial policy priority.  But then it fell apart. 

Why? Because nobody was prepared to lead.  The group instigating the initial meeting (and who paid me) assumed someone else would step up.  Nobody would agree to chair the coalition, plan for the meetings, or make it a major focus. 

Some individual with at least one of the groups needs to “own” a sense of responsibility and have sufficient time to invest to lead.

Sustaining coalitions

I see five keys: communications, power, planning, behavior, and personal relationships.

Communications: Failure to communicate internally can lead to schisms, with insiders and outsiders.  There needs to be enough meetings and materials shared between meetings, but not so many to bog things down.

Power: Not all coalition partners are equal, especially if the members of the coalition include some of very different organizational size/capacity.  In my experience, it’s best to be open in acknowledging such imbalances when setting up the governance.  There’s no one right answer to how to address power imbalances, but in my experience it’s best to openly discuss them than pretend they don’t exist.

Planning systems:  Like with individual organizations, failure to plan is planning to fail.  It’s really important to have agreement on the major strategies being pursued.  Not all members of the coalition will have the same strategic orientation, so it’s best to openly discuss this and hopefully reach alignment.

Any coalition planning should also establish an intention regarding whether to add/grow the coalition.  Coalition growth is not valuable for its own sake.  Be clear on why you’re going to invite others if that’s the intent.

Whatever planning should engage the participants who’re going to be counted on to implement it.  That means setting aside the time to do this planning. I’ve seen coalitions go seriously awry because they launched too precipitously into action and discovered too late that the coalition members were fundamentally at odd as to their overall strategy.

Behavior: The two most common things that can go wrong here are lack of transparency – where some coalition partners are keeping things to themselves, and confidentiality – where some coalition partners intentionally or inadvertently share information externally that was meant to be internal.   Another challenge can be around taking and sharing credit.  Having an open conversation about this can be helpful.

Of course, while you can come up with codes of conduct, norms around communications, or other techniques to address behavior, personal behavior also matters.  I saw one coalition really struggle because the person assigned to participate from one of the leading participants was just plain rude in how he treated people (he was not self-aware and I’m convinced he didn’t realize his tone and manner was consistently rude). It made people not want to work as part of the coalition anymore.

Relationships matter: The flip side to the example of a rude person shutting down a coalition is that coalitions function better when the participants get to know and like each other as individuals. Finding some opportunities for coalition participants to interact beyond the confines of coalition meetings can be really valuable for the long-term health of a coalition.

Do you have advice of your own to offer when it comes to launching or sustaining a coalition? Please share it with a comment!

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