Ticket to Ride and nonprofit leadership

January 27, 2021

Filed under: Communications,Consulting,Fundraising,Leadership,Strategic Planning — jonathanpoisner @ 3:51 pm

One of my pandemic “weaknesses” has been the amount of time I’ve spent playing Ticket to Ride – the online version.  For those not familiar with the game, you can read about it here. 

In short, your intent in the game is to connect train routes between different cities, collecting cards of varying colors and playing them in a strategic way before your opponents take the connections you need.   Longer routes are worth more than shorter routes.  You can add routes during the middle of the game, not just the beginning. For the most part, two players can’t use the same connection.

In order to “justify” my time spent, I started thinking recently about the lessons Ticket to Ride offers to nonprofit leaders.   

So here, without further delay, are my top 5 lessons for nonprofit organizations.  Of course, I’m pretty sure these lessons are worth reading even if you have never and will play the game . . .  .

Lesson 1 – In Ticket to Ride, there is a tension between waiting to have all your cards collected to complete a whole series of connections versus seizing some early connections that are good enough to get you started.  If you wait too long, though, you can miss your moment — in particular, somebody else may claim the same connection.

I’ve seen some nonprofit leaders fail because they were so focused on getting everything right, making sure all the plans and resources were perfectly aligned, that they took action too late.  A certain degree of boldness is essential to lead a nonprofit. 

Lesson 2 – In Ticket to Ride, there are eight different colored cards and one wild color (e.g. yellow, green, black, etc., plus wild.) and you have to be mindful of what colors you need now, what colors you need in the future, and what colors are available right now (you get to see 5 options or pick a mystery card). If you focus too much on your short-term needs only collecting colors you need for a few early connections you want to make, you’ll find yourself short of what you need for subsequent connections.  Of course, sometimes that first connection is critical and it’s worth the short-term focus.  But, over time, I’ve found that I tend to score highest when I focus on a diversity of objectives, looking beyond the initial few steps and towards the next set.

So too in nonprofits I’ve seen nonprofit leaders become so short-term focused that they find themselves emerging from a successful early activity completely ill-prepared for what comes next.  In contrast, nonprofit leaders who amass a variety of resources with the aim of pursuing a series of objectives over time tend to achieve greater success.

Of course, astute readers may ask: “doesn’t this contradict Lesson 1?”  In part, yes.  But not completely.  You must be bold (as described in Lesson 1), but not so bold that you fail to build up the resources (money, people, other assets) that you need to be successful in future endeavors. 

Lesson 3 – in Ticket to Ride, there is a benefit in collecting a series of routes that piggyback on each other, so that you can advance towards multiple objectives (e.g. routes) with a single connection.  For example, connecting Denver to Kansas City could help you connect Salt Lake City to Chicago as well as San Francisco to Washington DC.   You can use that connection on both routes.   

So too for nonprofits, it’s important to look for synergies and other ways in which the same activity can serve multiple purposes.  To take just one obvious example I’ve experienced recently, if you write an article for your email newsletter, are you also posting the same content (with either no or minor edits) on a blog?  Posting it on social media? 

Similarly, if you build relationships with constituents as part of your volunteer program or advocacy, are you taking advantage of those same relationships when fundraising rather than treat your fundraising as unrelated? While this may seem obvious, I’ve watched more than one organization fail to take advantage of the volunteer-fundraising synergy. 

Lesson 4– in Ticket to Ride, you can play cutthroat, where instead of building your own connections/routes, you anticipate the routes others appear to be building, and you block them on your turn.  This is perfectly legal within the rules of the game. 

But within my own social circle and with those I’ve been randomly playing online, it’s considered a social faux pas, and people (including yours truly) will often refuse to play in the future with those who compete in this “blocking” manner. 

A similar dynamic is true for nonprofits.  There can sometimes be short-term advantages you can seize away from an organization with which you are sometimes allied and sometimes in competition.  An example I’ve observed: raising money from a set of overlapping donors with a fundraising message that’s explicitly anti the other allied organization.  This may yield some short-term donations. However, if you get a reputation of being not a good collaborator, future opportunities to collaborate/partner will disappear, to your detriment. 

I can attest first-hand that as an environmental group Executive Director there were some environmental organizations who I cut out of opportunities because I’d seen them repeatedly use messages that undercut other allies.  If you develop a reputation for not being a “fair” player, your nonprofit will be weaker in the end.    

Lesson 5 – In Ticket to Ride, most players exclusively focus on building connections that complete their routes, and nothing but their routes.  However, I have noticed that really stellar players are aware of the overall board and sometimes build beyond their routes, to the next major city.  Perhaps they have to go from Boston to Phoenix and they go ahead and build as well to Los Angeles.  This is because late in the game you can score extra points by drawing new routes and some cities in particular (Los Angeles being an example) come up a lot.  This is an “if you build it they will come” approach, to quote the movie Field of Dreams. 

So too in nonprofits, sometimes when launching a new program, you just have to go the extra mile and do it, even if there’s not yet funding attached.  Build the program and then go out and seek funding for it, rather than the other way around.  I’m not saying always do that; you have to evaluate the level of potential benefit and financial risk.  But on several occasions, I’ve seen organizations grow dramatically in their impact by taking leaps of faith like this at key junctures.

And there you have it – five lessons for nonprofit leaders from Ticket to Ride.  I can now play the game some more without feeling guilty.  And if anyone is playing it online and looking for an opponent, just email me and we can set up a game. 

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Strategic Planning and the board-ED relationship

November 25, 2020

Filed under: Board Development,Leadership,Strategic Planning — jonathanpoisner @ 10:53 am

I recently wrote an article for Blue Avocado on the board-Executive Director relationship.

When I talk to nonprofit leaders about strategic planning, they often voice some of the obvious benefits of aligning teams around organizational identity (mission, vision) and organizational priorities (goals).  In contrast, they rarely voice a benefit I think is undervalued: the opportunity strategic planning presents for a board and executive director to strengthen their relationship. 

Strategic planning can be a relationship-building tool from the perspective of three A’s: Aspirations, Alignment, and Accountability.

Read the full article on Blue Avocado  

ED & Board Chair
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Planning and Management Amidst a Pandemic

April 28, 2020

Filed under: Fundraising,Human Resources,Leadership,Strategic Planning — jonathanpoisner @ 1:42 pm

I’ve worked with quite a few clients over the last few years developing strategic plans.   A few have called me and asked: what now in light of the pandemic?

I always start with the question: has the lay of the land materially changed in a way that renders key strategies unworkable and/or goals unobtainable? 

Every time the answer has been “yes.”  Usually, it’s because they fear (accurately I assume at this point) that their plans hinged on fundraising that will not materialize in light of the pandemic.  Other times, the change to the lay of the land isn’t about money, but rather the fact that their programmatic work depends heavily on in-person forms of outreach or other work that has become impossible.

Here’s four pieces of advice I’ve given Executive Directors and Board Chairs who find themselves in either or both of these predicaments.

1. Hug your donors, just not literally.

Any reasonable fundraising strategy involves a combination of maintaining and upgrading existing donors (both individual and institutional), while also seeking new ones.  During the immediate health crisis and the economic fallout, organizations are going to have more success with their existing donor base as compared to attracting new donors.    

That means using multiple avenues to communicate with them (e.g. email, phone, online briefings, etc.).   And for those donors who love you the most, be really candid with them about where things stand for you.  They are the most likely to dig deeper to help you get through the crisis.

2. Don’t forget to plan

There may be a temptation in a crisis to mistake activity for productivity.   It may feel “good” to get really busy, but it’s critical that you focus on the right things.  That means reevaluating your goals (the ends you’re trying to achieve) and your strategies (the major types of activities you’re undertaking to achieve your goals).  What priorities have shifted?  What strategies are no longer tenable and what can replace them?   

I recently facilitated a team meeting planning for a 2021 grant and we had a robust conversation about the ways in which the world will look different and what that means for their programs.  We touched on everything from changes to volunteerism, to how people engage politically, to whom people are willing to talk.  They may not have accurately predicted all these shifts, but it’s far better to have the conversation than to just plunge forward without thinking.

3. Don’t throw out the whole past plan

Some people are tempted to just throw out their strategic plan and start from scratch.  There may be a few organizations for whom that may make sense.  But for most, if your plan was solid before, ask yourself:  do you just implement the same plan just over a longer time period, assuming everything takes longer?  Or have the fundamentals changed such that some of the goals or strategies needed to change? 

In most cases, starting with the old plan and editing it makes more sense than a blank slate.

4. Give your staff (and yourself) time and space to grieve and experiment

Your staff are your most precious resource and it’s important to recognize that they need special handling in this environment.  Beyond the obvious shift many organizations have to go through of suddenly managing an employee working remotely, staff are likely to feel agitated, upset, uncertain, etc. 

While not everyone has experienced the loss of a loved one or even someone they know, there is a degree to which nearly everyone is mourning the loss of the world as we knew it.  You should find ways to give people the space to share their feelings and concerns, even if that costs you time and productivity.

The flip side is that the new context for some people provides a burst of creativity.  I’ve seen this first-hand with another one of my clients where a staff person came forward with some really interesting and implementable ideas for taking real-world activities into the virtual world, with some potential amplifying affects for the group’s ability to communicate – at least in theory.   As a manger, it’s imperative that you keep an open mind towards new ideas that are worth an experiment.

Have you had some experience managing or planning amidst the pandemic you’d like to share? I’d welcome additional thoughts or experiences.

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Another technique for being strategic

August 9, 2017

Filed under: Board Development,Leadership,Strategic Planning — jonathanpoisner @ 2:20 pm

I recently blogged about the importance of being strategic as an organization and one technique for being so modeled after Paul Covey’s insight about effective people focusing on important tasks and not just urgent (e.g. time-sensitive) tasks.

Another technique I’ve found useful in being strategic is based on an insight from Jim Collins, author of Good to Great and the Social Sectors.

In it, he posits that great organizations find the sweet spot in a Venn diagram consisting of three circles:

  • What the organization can be the best at?
  • What the organization is passionate about?
  • What serves as the organization’s resource engine?

In explaining this, think about the three scenarios where two of these are true and the third is false.

If you’re passionate and can generate dollars, but not excellent, you’ll usually be outcompeted. Over time, even the dollars will fade because donors will figure out your work isn’t excellent.

If you’re excellent and can generate dollars, but not passionate about what you’re doing, your best intent will peter out over the long haul.

If you’re passionate and excellent, but there’s no path to generate resources, you won’t have funds to accomplish what you desire.

Of course, things get even bleaker if you’re only in one of the three circles.

One challenge in implementing this tool is groups are often not self-aware of their own limitations when it comes to excellence.  Finding a way to get candid feedback on this front from those in a position to evaluate the organization is really valuable.

Likewise, a challenge I’ve experienced on the passion front is the exercise is usually about what the most vocal person is passionate about, or the Executive Director/Board Chair.  I’ve had success using confidential interviews as part of strategic planning in a way that generates a more candid sense of where the overall team has its passion.

Lastly, figuring out an organization’s resource engine means taking a hard look at its revenue strategies (whether traditional fundraising or earned revenue) and whether those line up well with the programs being evaluated.

So how does this tool help you choose among various activities?  For each, you can generate ratings on the team’s level of passion for it, the team’s excellence at it, and the likelihood of the activity generating dollars.

You’re not looking for the sum of these ratings, but rather those activities that score well across all three.

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One technique for being more strategic

Filed under: Leadership,Strategic Planning — jonathanpoisner @ 2:04 pm

I’ve recently been thinking about the concept of organizations being strategic.

Being strategic is a choice made by successful nonprofits.

There are a lot of ways nonprofits fail to be strategic.

Some make a list of all desirable things to do and then set out to do them all.

Some do whatever is advocated for by whoever on the board is loudest and most persistent.

Some just keep doing what they’ve always done without reevaluating it.

They are the easy way.

But they’re not the most effective way.

Across many organizational functions (governance, fundraising, program), successful organizations develop systems to make calculated choices where to spend resources (time and money in particular) in order to gain maximum benefit.

That’s because the to-list of worthwhile activities is always far larger than you have time and money to do.

So how do you prioritize your time and money?

There is no one solution for every or even most organizations.

But here’s one tool to consider.  I’ll suggest additional ones in the future.

When you have a list of activities you’re looking to prioritize, plot them on a graph looking at their level of urgency and importance and focus on the upper right quadrant.

This task is taken from Paul Covey’s 7 Habits of Highly Effective People and specifically his third habit, “Put First Things First.”

In explaining time management, he divides the world into four quadrants based on two continuum.  One continuum is whether an activity is important or unimportant.  The second continuum is whether the activity is urgent or not urgent, with urgency about its time-sensitivity.

Covey makes the point that effective individuals figure out how to prioritize those things that are important, but not urgent.  In contrast, ineffective people get caught up in urgent (e.g. time-sensitive), but unimportant tasks.

Here’s what this looks like graphically and applied by me to nonprofit organizations.

Important
Unimportant

Urgent

Not Urgent

  • Crises
  • Pressing problems
  • Important projects with deadlines
  • Relationship Building
  • Planning
  • Recognizing new opportunities
  • Prevention
  • Interruptions
  • Most phone calls and email
  • Some meetings
  • Popular activities
  • Trivia
  • Busy work
  • Some mail and phone calls
  • Time wasters

Adapted from Stephen Covey’s 7 Habits, Page 151

Here are three examples of urgent, but not important activities that often bog organizations down.

  • Low performing fundraising events.  Because events come with inherent internal deadlines both in preparing for and running the event, they create artificial time urgency.  Yet, in the long run, many low-performing fundraising events are simply not important to an organization’s financial health.  They create artificial time urgency, but they are not important.
  • Spending board time on short-term policy/politics.  Particularly for advocacy-focused nonprofits, board meetings can become dominated by backwards looking gossip about who said what, where things stand, and what the organization should do next week responding to some policy proposal.  It’s urgent in the moment.  But in the scheme of things for an organization’s board, it’s not important, since the board’s role should be focused on strategic governance and resources.
  • Leadership attending too many meetings.  I’ve repeatedly been told by Executive Directors that the biggest barrier to their raising more money is carving out the time to do so.  Yet, I then witness them attending meetings where their participation is nice, but of limited importance.  Meetings, because they have territory on a calendar, create an artificial urgency.  It has to be done right now because it’s in the calendar.

In contrast, much of the long-term strategic thinking and relationship building required of successful organizations is never particularly time-sensitive, but it’s critically important.  Effective organizations make those happen even if it means some urgent, but unimportant tasks get jettisoned.

Of course, if a team is doing this exercise, you may need some group process to reach a meeting of the minds.  In one past planning process, I successfully had each member of the team rate the activities being prioritized on both the urgency and importance scales from 1-10 with 10 being highest and then we averaged their ratings.

Regardless of the technique used, even having the conversation using the important/urgency framework can be eye opening to teams.

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a lesson from my yoga instructor

March 13, 2017

Filed under: Fundraising,Strategic Planning — jonathanpoisner @ 3:33 pm

My yoga story told a short story that she applied to life, but my mind immediately applied to nonprofit organizations.

Chapter 1: You’re walking down a street, and you fall in a hole.  It’s dark.  It takes a long time to get out.

Chapter 2:You’re walking down the street again, you pretend the hole isn’t there.  You fall in.  It’s dark.  It takes awhile to get out.

Chapter 3: You’re walking down the street again, you see the hole, but you still fall in.  It’s dark.  You get out quickly.

Chapter 4: You’re walking down the street, you see the hole, and carefully go around it.

Chapter 5: You figure out where you want to go and get there by going down a different street.

My yoga instructor’s point was that eventually you want to get to chapter 5 so that you avoid entirely the situation that puts you in peril of falling in the hole.

My application of this story to nonprofits:

Chapter 1: You hold a fundraising event and it’s a bust.

Chapter 2: You hold a fundraising event and give yourself a pep talk that this time it won’t be a bust, but it is.

Chapter 3: You hold a fundraising event, recognize why the last one failed, but it still does.

Chapter 4: You hold a fundraising event, recognize why the last one failed, and manage to make it a success.

Chapter 5: You take the time/energy you put into a mediocre fundraising event and meet with individual donors, raising far more money.

Okay — just one example, and perhaps not a great one.

But the central lesson I think is sound: sometimes when we find ourselves failing at something, the answer isn’t to ignore it, or work really hard to avoid the pitfalls involved.  Maybe the answer is to go do something else entirely that better achieves your goals with fewer risks.

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How much input should we seek?

February 15, 2017

Filed under: Consulting,Strategic Planning — jonathanpoisner @ 2:27 pm

When starting to talk to a potential strategic planning client, one of the first questions that comes up relates to the level of input they are seeking to solicit as part of the process.

I’m specifically referring to input from those not on the board and staff.  I take it as a given that no strategic planning process is likely to achieve its desired purpose if board and staff – those responsible for implementing the plan — aren’t given significant opportunities to provide input throughout the planning process.

But once you get beyond the board and staff, there is no right answer to the amount of input worth seeking.

Some factors that argue for more expansive input include:

  • Input can increase the commitment of those solicited to the organization.
  • Input from those who have significant control over the organization’s future success will help make it more likely the resulting plan will be one they support.
  • Input may generate critical information about the external lay of the land you will be facing.
  • Input may allow you to hear views from constituencies you’re trying to help that aren’t already adequately represented on your board or staff.
  • Input may help you generate an assessment of how those not on the organization’s “inside” view the organization.

Counterbalancing this desire for input are other factors:

  • Input is costly — it takes time and, if a consultant is collecting the input, money.
  • Input can give those being solicited unrealistic expectations regarding their degree of say in the organization’s future.
  • If you generate too much information, it may be hard to assimilate all the information in a meaningful way.
  • Input can have an opportunity cost if it gets in the way of your ability to ask the person being solicited for some alternative use of their time that’s more critical.

So how decide?

There’s no scientific answer.

You’ll need to think hard about the factors arguing for expansive input and weigh them against the others.

It can be helpful to have someone write up an initial plan for input that tries to find the sweet spot, and then have people react to that plan.

 

 

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Creating a “Time” Budget

June 20, 2016

Filed under: Human Resources,Leadership,Strategic Planning — jonathanpoisner @ 12:09 pm

As a consultant, one thing I often observe is that clients routinely have staff who are working far more hours than is sustainable.  Moreover, they often have little idea where their time sinks are that are causing this.

I realized that an exercise I did as Executive Director may be unusual.  I created a “time” budget and not just a monetary budget when planning.

I’m finding as a consultant that this concept is foreign to some of my clients.  Yet, I feel it’s an exercise nearly every Executive Director should use, particularly with small, growing nonprofits.

What do I mean by a time budget?

A time budget identifies all individuals who are scheduled to work in the upcoming year and determines what level of staff time will be required for each of their significant responsibilities.   Just like a monetary budget makes sure that revenue and expenses line up, a time budget makes sure that the time expected to be worked by the employee matches up with their responsibilities.

Why create a time budget?

The simple reason is it’s a necessary step in the process of good fiscal budgeting if your budgeting system allocates staff time into different categories of activities by program or function.

This is something that really should be true.  After all, for most nonprofits staff salaries are the biggest expense, so how do you really know where you’re spending your money strategically unless your accounting system tracks staff time and allocates the cost among programs?

Even if that wasn’t the case, I’d still want a time budget to answer some more general questions:

  • Are we trying to do too much given current staffing?
  • Is anyone on staff being given too much?
  • Does anyone on staff have extra room to take on more responsibility?

So how do you create a time budget?

If:

  1. You already have time sheets where you’ve been tracking time,
  2. Your staff will be exactly the same in the upcoming year,
  3. Your programs and their intensity will be exactly the same in the upcoming year, and
  4. All your major administrative and fundraising activities will be the same in the upcoming year . . .

. . . then you can simply do an analysis of how you “spent” your staff time last year and budget accordingly for the year ahead.

The number of times this is likely to be the case is zero.

So how do you create a true time budget from scratch?

Here’s how I did it when I was an Executive Director.

As budgeting began, I would first identify what the major activities are that would be undertaken by each staff.  This could be programmatic work by program staff, administrative work by admin staff, or fundraising activities.  It would be broken down into the same categories used in fiscal budgeting.

Then, I’d identify how much time I expected each activity to take in hours, rounded to the nearest 10.  (Usually, though, I never had this exercise start with activities that are less than 40 hours (5% of a 2000 hour work year).

Of course, I wouldn’t make up this number.

  • Usually, I’d ask the staff person responsible for the activity to first suggest something and that initial estimate would be reality checked by the person’s supervisor to use their judgment.
  • In other instances, the activity was to be done by someone not yet on staff, so I or someone else was asked to generate the first estimate.
  • In still other instances, a grant or contract already had determined we’d spend a specific amount of staff time on a program.  (Or dollars, which we’d then use to work backwards and determine the staff time).

If following this process, it’s important to avoid leaving out big chunks of time.

  • Most importantly, you have to be sure to include a category for “administration” for each of your staff – to cover everything from filling out expense reports and timesheets, to attending board and staff meetings, to professional development, etc.
  • If you expect some of your staff to supervise others, build in estimates for good supervision.
  • I also usually kept a chunk of 5% of everyone’s time for miscellaneous stuff that will no doubt happen during the year that’s impossible to predict.

Once you’ve done this for everyone, you can then ask the question:  do the number of hours you can reasonably expect them to work mach up with what you need — taking into account vacation time as well.   If someone has too much on their plate, you can ask various questions:

  • Do we lower our expectations for what they will accomplish so we can lower the amount of time a project/program will take?
  • Is there someone else on staff who has some extra time and an appropriate skill-set that can be assigned a piece of the role?
  • Do we have to add staff, either permanent or temporary.
  • Or contractors to carry out some activities previously done by staff.

Breaking it down within the year

Then there’s one more important step:  break it down within the year by reasonable periods, either quarterly or monthly.  It does no good to correctly place 2000 of hours on someone’s plate for the year (50 weeks x 40 hours) if the hours are deeply uneven over the course of the year (e.g. if a development director has a big fundraising event at the same time as some other major fundraising activity is scheduled).  Yes, sometimes in the nonprofit world we have extreme peaks when people work a 60-80 hour week.  But nobody can sustain that long.

Often times the monthly version of the time budget draft led us to shift our planned activities to different times of the year so that work flow would even out.

Other times, it led us to figure out how person A could provide support to person B during a time when person B was overly busy (reducing the burden on person B), with the favor returned in a later month, evening out both of their hours to a reasonable level.

For some, the above process may seem tedious.  Or involved too much estimation.

It’s certainly not perfect.  And in larger organizations, it would probably need to be a series of departmental time budgets rather than one for the organization as a whole.

Yet, despite the imperfections of the process, it’s one I found to be highly useful and would recommend to Executive Directors.

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A primer on nonprofit dashboards

June 6, 2016

Filed under: Fundraising,Strategic Planning — jonathanpoisner @ 3:29 pm

What’s a nonprofit dashboard?

Why should my nonprofit consider getting one?

And how should we develop one?

These are some of the questions I address in a recent guest blog for The Databank.

In addition, I recently gave a presentation on dashboards for the Nonprofit Network of Southwest Washington.  Here are the slides from the presentation.  

Check them out and then let me know what you think.

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Tips for “Virtual” Meetings

May 11, 2016

Filed under: Board Development,Consulting,Leadership,Strategic Planning — jonathanpoisner @ 5:22 pm

This blog was originally drafted in 2016.  A lot has changed on the virtual meeting front since them, although many fundamentals remain the same.  I periodically update it to reflect new information.  The most recent update was September 2021. 

In my consulting work, I’m involved in a lot of “virtual” meetings, often as the facilitator.  By virtual, I mean not in-person, so using the phone and/or internet.

I also participated in many virtual meetings over the years running a statewide conservation organization and being on the board of a national network of similar organizations.

I’ve learned some lessons over the years of some things to do and to avoid when planning for virtual meetings.

Before identifying those lessons, it’s important to underscore the two most important challenges posed by virtual meetings.

    1. It’s super easy for participants to be multi-tasking during the meeting.  That could be something else they’re working on or it could be scanning their social media.  How do you get their full attention.
    2. You lose out on many of the social cues that come in an in-person meeting, such as body language.

So if you have a virtual meeting to plan, how do you address these challenges?

First, plan ahead for video technology and don’t take it for granted.  There are many options: Zoom, GoogleMeet, Skype, Microsoft Teams, etc.  

If you’re trying a new option for the first time, do a dry run with guinea pigs.  Also, it’s important to identify someone other than the meeting facilitator who is prepared to deal with any technical glitches.  

Second, have an increased energy level as facilitator.  It’s human nature to pay more attention when someone is energetic in their tone of voice.  Pump people up with your attitude.

Third,  take extra steps to make sure everyone is engaged.   There are lots of ways to do to do this.  Ideas include:

  • In setting the agenda, try to give as many people as possible an explicit task during the meeting so they’ll see the value of being fully involved.  Aside from leading on particular topics, other tasks include serving as scribe or timekeeper.
  • Make sure the agenda and supporting materials are distributed ahead of time, in a format easy for them to access online (since many participants will not have a printer handy).  I have found that agendas in googledocs that link directly to all the referenced materials works particularly well. 
  • At the meeting opening, set the explicit expectation that people won’t be multi-tasking during the meeting.
  • Use round robins to hear briefly from everyone on key topics.
  • If it seems like there’s not enough engagement, ask someone who hasn’t spoken in awhile what they think.
  • Explicitly ask people if they agree and ask them to say so out loud.
  • If your chosen platform allows for it, consider using breakout rooms, polls, or other tools that can increase engagement. 

Fourth, think about how notes will be taken and shared during the meeting.  If you would have normally used a flipchart in front of the room in an in-person setting, consider using a shared whiteboard/googledoc or the equivalent.  This can create a disconnect between those who have multiple screens (one for the video and one for the whiteboard), so factor that in as you facilitate.  (If you’re an organization who expects workers to work remotely, invest in their having a second screen; they are really quite inexpensive).  

Fifth, as each agenda item wraps up, be explicit about what was decided and who has agreed to any follow-up task.   And then as the meeting closes, go through every person and ask them what follow-up tasks have fallen to them.

Sixth, structure the meeting time to include more short breaks as opposed to fewer long breaks.  In general, don’t go more than 60 minutes without a 5-10 minute break.  

Lastly, get the meeting notes out ASAP.

Of course, all of the above presumes the meeting is otherwise well-organized.  If a meeting would be poorly designed in-person, no amount of attention to its virtual elements will overcome that.

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