Good morning- Thank you for reading my blog.
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Thank you,
Dani
Non Profit Evolution is a consulting firm providing board governance and operational assistance, including capacity building, to non profit organizations. This blog has been created as an opportunity to discuss current issues related to non profits, and perhaps offer some suggestions to address such issues. I welcome your interest and your insight!
Wednesday, September 12, 2012
Friday, August 24, 2012
Board Work that Moves the Needle
I have been giving
a lot of thought lately to how the work of the Board gets done. Mostly it’s by decisions made in meetings and
in between meetings. Board members go to
a lot of meetings- committee meetings, board meetings, meetings with the Exec –
and sure they have work assigned that they complete between meetings, but it
all leaves me wondering: Where’s the
strategy? Where’s the generative
thinking? Where’s the advocacy? Where’s the impact? How do we know?
Boards approve
things, they review things, they talk about things: Are they the right
things?
Boards have
to have a quorum and must approve financials and meeting minutes and a whole
host of other things. Hopefully, Board
members also represent the agency in the community, understand and talk about
programs, support and evaluate the Executive Director, raise money and give
money. These are their fiduciary responsibilities. But surely that shouldn’t be all we have our
Board members doing. They are the
pillars of our community. They are smart, professional and talented
people. Are we correctly utilizing their
collective brain power??
Have they
decided upon a strategic direction? Have they discussed the underlying causes that
created the issue the organization was created to address? I am hearing a resounding chorus of NO!
All too often,
there is no plan, strategic or even tactical. There are no metrics. There is no discussion of root causes, alternative
options or new ideas. There are talented
people sitting in a room because they care about the mission of the agency –
and in certain but by no means all cases- we are wasting their time. And as such we are wasting our resources.
Strategic planning
has fallen out of favor. It kills me to
say it but it’s true. Most Board members
have sat through at least one planning session, often more, that were long and
boring; yet there they sat in an effort to decide the mission and direction of
an agency. And as a prize for their dedication, they got
to spend two hours debating if they were going to use the word “a” or “the” in
the mission statement. Then, when they
were – thankfully - finished after days or months and considerable expense, the
plan sat on a shelf, collecting dust, never to be seen again.
It doesn’t
have to be like that.
In the article,
Governance as Leadership; An Interview with Richard Chait, Chait discusses
his book “Governance as Leadership” (Boardsource) which “recommends reframing board
work around “three modes” of governing. The first is the fiduciary mode, in
which the board exercises its legal responsibilities of oversight and stewardship.
The second is the strategic mode, in which the board makes major decisions
about resources, programs and services. The third is the “generative” mode, in
which the board engages in deeper inquiry, exploring root causes, values,
optional courses and new ideas.”
You may be wondering how to add generative and strategic
to your meetings. Strategy is all about
connecting the resources to the goals, which, of course, requires having
strategic goals. If you don’t, I
encourage you to read my previous blog about wheel spinning and begin to
discuss planning. Generative is a much deeper
conversation about the underlying issues and how to impact them. Chait presents governance discussions as ones
that “select and frame the problem.” In
other words, were no longer talking about impact or program outcomes or even
the agency itself, we’re talking about how we - our city, community, country or even world -
got here and what it takes to get out of here. “Committees need to think not
about decisions or reports as their work product, but to think of
understanding, insight and illumination as their work products.”
In order to use the collective brain power of our Boards to move our agencies forward we have to move into strategic and generative governance, while still meeting our fiduciary obligations. The Board Chair and the Executive Director can, should, and I would submit, have the obligation to use the collective brain power of their board to move the needle. It’s why we’re here. In the absence of that, we approve things, we attend meetings and we go through the motions, but nothing happens.
I want
something to happen; I want the world to change.
What’s been
your experience? How have you utilized
the talent on your Board to move the needle? I welcome your comments.
Tuesday, August 21, 2012
Raising your Profile; Building your Credibility
I was running a Club in Texas, when I was offered the
Executive Director position for the Boys & Girls Clubs in Akron Ohio. I knew the President of the Akron Community Foundation
and not another soul in town. Thankfully,
my Board had a plan.
One Board member, who isn’t the mayor of Akron but could
have been because he knows everyone, started setting up lunch meetings. We went to lunch with every community leader
in town. We told them of our struggles;
we told them about our kids and what they needed to be successful; we told them
our plan to ensure they were, indeed, successful – and that our Club was as
well. After 6 months, I, too, knew everyone in town.
What’s the lesson for your organization? There’s actually a
few:
1.
Who is on your Board and who do they know?
2.
Will they introduce you?
3.
Do you have a story?
4.
Can you tell it in a way that engages people?
5.
Who picks up the tab?
Now you might thing that it was silly of me to include the question
of who pays for lunch on my list of lessons, but I cannot tell you the number
of people who have asked. It matters. The question of what is a good use of agency resources
is a blog for another day, but for today, it’s worth having the discussion and
being clear about the answer before you ask Board members to set meetings.
Once you do, start having lunch, coffee and breakfast! Get
to know people in your community and let them get to know you. Program officers of foundations are incredibly
generous with their time and are interested in learning about your organization.
Community leaders, by definition, care
about the community. Go talk to them. You will be pleasantly surprised by the number
of people who say yes to your request for a meeting.
Profile building can and is partially done over lunch, but
it only starts at lunch. It doesn’t end there.
To build your profile, you also have to build your credibility and the credibility
of your program. Obviously, it won’t be enough to talk about your program if
your program isn’t providing excellent services. Impactful programming is critical. Benchmark similar organizations, find and
implement best practices and monitor and communicate your impact.
Speak in the community.
Most service groups have a speaker at every meeting. Recruit and train a Public Speaking Team to
present at service group meetings and in the community. It is a wonderful opportunity to get your
message out there. You can also blog
about the issues that impact your clients, write op-ed pieces and meet with local
politicians.
Is there a Leadership group in your city? Leadership Akron
was an incredible experience for me. It contributed to my professional development
and knowledge about the city in ways that I could not have replicated on my
own. It also provided incredible
resources for my organization. Now that I live in Columbus, I am a member of the
Leadership Columbus Alumni group. Consider
participating in your local group. Most leadership
programs offer scholarships for nonprofit senior leaders and it is an
incredible investment of your time and resources.
Figure out the “must attend” event in town, and attend. And when you do, walk around and greet everyone,
introduce yourself to people you haven’t been able to get in front of and ask
if you can call them for a meeting. Again,
you’ll be surprised at the number of people that say yes.
Finally, join groups that coalesce around the issues you
care about. Most communities have nonprofit
executive director groups, monthly or weekly educational forums, and leadership
organizations. Find one and get
involved. If there isn’t a group, start one. We invited all the leaders of agencies that
offered after school programming in Akron to a meeting. Akron had almost 2 dozen after school
programs, yet there was no on-going discussions about programming, best
practices or service gaps. The discussion
that started at that first meeting continued and our group later became the After
School Council of Greater Akron.
You can do it! Profile
raising, like everything else that is worth doing, takes time - lots of
time. Spending the time will pay off in spades,
for your organization, its mission and the community it serves!
Please let me know how it goes. As always, if you have other
ideas for profile building, or suggestions for blog topics, please share. A
rising tide raises all boats.
Wednesday, July 11, 2012
Staff Management
When I was in Grad school I learned of a leadership style
called “Management by Walking Around” which really resonated with me. The basic premise is that staff may talk to
you about things in their space or on the fly that they wouldn’t necessary come
to your office to discuss.
I loved it! When I
became an Executive Director I made sure I walked around and checked in with my
team at least once a day. I asked: “How’s
it going?” “What’s going on?” “Need anything?”
Great! Except that it wasn’t. Balls got dropped; decisions never got made,
or if they did, never got implemented – and the truth is, I never got the
impression that anyone ever actually talked to me about things that they
wouldn’t have come to my office to discuss.
The other big revelation about Managing by Walking Around is
this: it doesn’t work. Walking around
has its place, as long as we’re all clear that it’s not actually leadership, or
even management. Managing on the fly
isn’t managing at all; it’s really just walking around, checking in, seeing and being seen. None of which is irrelevant,
but neither is it leadership.
The best way I know to manage staff is to set expectations,
clarify the expectations, as necessary and then support staff to meet their expectations. The best way I know to do that is to sit down
to talk with them.
I recommend my clients meet with their team’s individually
on a regularly scheduled basis, once a month at a minimum, preferably once a
week or every other week. (I also
recommend Board Chairs sit down with their non- profit’s CEO on a similar
schedule.)
What to discuss? I
like to have my team send me, by noon the day before our meeting, a written list of:
1.
things they’re working on;
2.
things they need permission for; and
3.
things they just want me to know about
I then add a list of things I want to discuss and send it
back the same day. Then, I print the
list for myself and I take notes on it at the meeting. After the meeting I throw my notes in a file
with the employee’s name on it- and voila! - I now have documentation of who
agreed to do what by when and an entire year of meeting notes for when I need
to do their evaluation. It’s brilliant ……
though I can’t take any credit for it; I learned it from a past board member.
Weekly meetings, coupled with expectation setting, valid and
accurate job descriptions, performance reviews and professional development
plans can transform your management style as well as the way staff work and
work together – and that can transform your organization.
Try and it and let me know what you think!
Saturday, June 9, 2012
Integrating Change
Since I became a consultant people have been asking me which
change management planning model I use. I’ve been answering that I create
individual plans for my clients based on their needs and my experience leading
change over many years, and I do. Yet people never seem satisfied with
that answer, which has always puzzled me. People also quickly become
dissatisfied when I say “It depends;” I still say it frequently, because it
usually does depend - on the situation, the resources and the people at the
table.
I take my wisdom where I find it and their puzzlement has
inspired me to challenge myself as to what answer I should be giving to help them
better understand the work I do and also to identify and be proactive with the
issues they face. To help you think about your change, here are the
issues I run into again and again:
1. Role confusion between the board and the
executive director, which may result in boundary crossings with the executive
director performing the work of the board and the board performing the work of
the exec.
2. Lack of systems and measurements to ensure
excellence, which may present as high turnover of clients and/or staff.
3.
Lack of policies to ensure safety or program
continuity, which may lead to a general feeling of unease, or worse – a crisis.
4. Lack of agreed upon goals, strategies or
expectations, which may leave people spinning their wheels but not moving
forward.
5.
No formal plan to recruit new board members or
develop and evaluate current board members, which may result in a disengaged
board, sometime with one or two members calling all the shots.
6. No formal plan to raise money from a variety of
sources/methods, make new friends or secure in-kind resources, which may result
in staff layoffs that no one saw coming, fear of closure, multiple special
events that raise little money and, occasionally, emergency fund raising.
7.
No professional development planning for the
leadership or staff, which may result in the disengagement of staff.
8. Executive Directors who are not aware of their
role in building the board, which may lead to the creation of a weaker board
that does not challenge the executive director.
9.
Boards that are not aware of the full scope or
boundaries of their role, which may result in a lack of governance.
10. All of the above. (Many of my clients meet none of the above, and that's a different blog post.)
Capacity building is an important part of the foundation of
successful change and addressing these issues usually depend on the following
elements. If any of these elements are missing, the potential for sustainable
change is compromised.
1.
The organization’s capacity for change
2.
People’s willingness to be uncomfortable and/or
make others uncomfortable
3.
The strength of the leaders of the organizations
and their emotional fortitude
4.
The willingness to implement a plan (and not
just check it off a list and put in on a
shelf.)
Do I have a model for each issue? I do.… yet the issues rarely come alone. It might be issues 1, 3 and 7. It might be issues 9 and 4. It might be issues 5, 8 and 9. It might be 10. Even though the issues may be similar, the
circumstance that prompts a call to a consultant is not. As such, I offer individually tailored plans
to meet the needs of my clients. Those
plans include trainings, meeting facilitation, plan development, goal and
strategy setting, tactical planning to meet those goals, as well as coaching.
Which one do I use in which case? It depends…..
Wednesday, May 23, 2012
Strategically Planning or Spinning your Wheels?
I had the
pleasure of being a panelist at Cause Collaborative last week. One of the things I said that seemed to
resonate with people is that spinning wheels only look like forward motion.
Does your
organization have a strategic plan? The absence of a plan allows for organizations
to spin their wheels, disengage their volunteers, frustrate their Board and
burnout their staff, all while not moving the organization or its mission forward.
If there is one thing that I hate,
it’s wasting the resources of a community.
Strategic planning is a process by which the board, staff, and select
constituents decide the strategy for the future direction of an organization
and allocate resources, including people, to ensure that target goals are reached. Having a board-approved, staff-involved
strategic plan that includes effective measurements and the allocation of
resources aligns the organization, provides direction to all level of staff and
Board, and defines the path for the future of the organization. It also allows leadership, both board and
staff, to reject divergent paths that will not lead to the organization’s
intended destination.
Where are
you today?
Where would
you like to be in three years?
How are you
going to get there?
How will
you know when you do?
Do you have
the people at the table to accomplish your goals? If not, what or who do you need to add (or
remove)?
Let’s start
talking – and let’s stop spinning!
Wednesday, May 9, 2012
I’m a Volunteer
I’m co-presenting a workshop this summer called the 10
Dysfunctions of a Board. As you might
imagine, one of the top ten is what I have begun to think of as the “I’m a
Volunteer” syndrome.
Perhaps you’ve had some version of this conversation with a
member of your board. It sounds like
this: “Dani, I don’t have time for this;
I’m a volunteer!” And they are, but they
are also a board member who agreed to do the work of the board. Now, agree may be a fuzzy verb to use because
it’s possible they didn’t agree at all. It’s
possible, all they were told is “we only need an hour a month of your time.” If that’s the case (and it often is) shame on
whoever told them that. Boards represent
the community as the stewards of an organization. It is very difficult to steward anything well
in one hour a month.
You will get the Board you build.
Now, this blog is not intended to knock the millions of
dedicated and committed volunteers across this city and the country that serve
their local non profits with distinction.
I applaud and am grateful for you! Thank you for your service to our
community!
This blog post is not intended to knock anyone. I aspire to lay out a path of development, so
that organizations can have the right people in leadership seats.
How do you do that?
The best way I know to do that is to frontload it. Frontload is my 2012 word of the year. It means to be clear about things up front,
so there is no confusion.
Frontloading Board prospect appointments look like this: “Thank you for your interest in serving on
the Board of Directors. We are delighted
to have this opportunity to meet with you.
Our Board meets on the 1st Tuesday of the month at 8:30 am. Are you available at that time? We anticipate Board service will take
approximately 5 hours per month, (1.5 hours at the board meeting, 1.5 hours at
a committee meeting, 2 hours working with the committee or the CEO to
accomplish the work for the committee) but that could go up significantly
should there be something of consequence to discuss or address. Board members are expected to attend 75% of
Board meetings, serve on at least one committee, attend agency events, act as
an ambassador in the community, introduce us to your circle of influence, give
a “significant to you” financial gift, and help us to secure an additional
gifts from your circle of influence and, as appropriate, your company. Is this something to which you can commit?”
If they say yes, Great!
Though we’re still not finished.
Their candidacy still needs to be vetted by the Board Development
committee and if they are recommended, nominated and approved, they also need
to be oriented. I like to orient board
members after their election yet before their first meeting. That way, they can still opt out once they
understand the full scope of the expectations and the role of the Board.
After they have been orientated, Board members, and the
Boards they serve, should be evaluated annually. That can be as simple as taking the Board
expectations and turning it into a 1-5 self rating form, or as complicated as
tracking all gifts, training, participation and meeting attendance and having
the Board Development or Executive Committee evaluate each member
individually.
The important thing is that you are intentional about your
needs and clear about your expectations.
If you are, people will rise to the occasion, or defer because they can’t or choose not to. Both will work toward our goal of building strong
Boards that understand their role, and work collectively to serve the agency
and the community.
As always, I welcome your comments, and your experience.
Tuesday, May 1, 2012
Sustainability by Descending Order of Love
The new normal has forced a lot of nonprofit leaders to
rethink the way they do business. Crises,
as unpleasant as they are to experience, allow for growth. I love Rahm Emanuel’s quote “Never let a good
crisis go to waste. “
The old normal, otherwise known as normal, to which we all
ascribed went something like this: Have
a diverse funding base. That way, if ever you lost a government grant, major
donor, or foundation award, you could continue to provide services.
Then, as we all remember, the economic crisis of 2008/2009
came, with the compromise of every funding source we had and the end of life as
we knew it.
It forced all of us to reassess.
So….what’s a good Executive Director and talented Board to
do? Change.
Think about every process and every assumption, put it on
the table, look at it, talk about it and figure out if it still works for your
organization. If it does, keep it. If it
doesn’t, create a plan to evolve that process into one that better serves the organization
and its need for revenue sustainability.
How do you work towards revenue sustainability? Some organizations do it with a consultant,
some with a board member, some with a staff member or a donor.
Where do I start? I
start with explaining the history of giving in the US and the fact that 80% of
all financial gifts, grants and awards, including corporate and foundation
giving, come from individuals. I then
move on to explain that 80% of most non profits' income does not come from individuals.
What, then, do we
have? Enormous Opportunity!
I then introduce the idea of descending order of love. Individual giving starts with the people who
love you the most.
Let’s get those people together and brain storm: Where are
we today? Where do we want to go? How can we get there?
Big gifts require big dreams and the capacity to engage people to
help reach those dreams.
Get together and figure out your dreams, turn them into goals
and then create a plan to meet those goals.
Then, put together a list of current donors and a robust list of
potential donors, also called prospects. Take
a look at your current gift acceptance policies. (Revise or adopt as necessary.) Once we have a goal, a plan, lists, and the
requisite policies to increase the revenue for your organization, I move to descending
order of love.
Your board, staff and major donors will be the foundation of
any fund raising plan. Those who love
you the most will support you the most. If
sustainability were a board game, there would be a Start Here button.
Each board and staff member should make a significant
gift. I can hear you thinking” “Dani, significant
is a fluid term.” Yes it is and that is
intentional; my goal is always 100% Board and staff giving. It is critical that those closest to an organization
financially support that organization. If
they don’t, how can they ask someone else to?
Each board member should be asked in person for a specific
gift, not the same gift as every other board member, but a specific to that
board member gift which should be determined based what the staff and committee
know about their capacity and level of engagement. If someone has enormous capacity but is not
that engaged, a significant gift may be less than someone who has less capacity
but is more engaged.
Who should do the asking?
The person most likely to get a yes.
Usually that’s another board member, but sometimes, it’s the Executive
Director, or a volunteer.
Staff should also be asked to financially support the
organization. Care should be taken to who
should make that ask as well. I
recommend a volunteer, because with fund raising and everything else, we want to
avoid even the perception of impropriety.
Once we have 100% giving of staff and board, we move to our
major donors and our prospect list and again, make specific in person asks. Prospects should be appropriately cultivated before
they are asked for financial support. The
definition of appropriate will change based on the individual and the need.
I consider major donors to be the top 10% of givers to your
organization. It may be $250, it may be
$25,000. It may be more and it may be
less. If we continued to play our
sustainability board game, there would be a This Way arrow here.
After major donor solicitation are completed, if you have the time and the
volunteers, consider asking your larger mid level donors and prospects in person. Then move into your actual mid level donors
and prospects. Those with the potential
to become major donors should also be asked in person as should anyone who is
committed to your organization. While we
follow the path of descending order of love in planning, we love all of our
donors equally. If someone would like to
see you in person, even if it will be a small gift, go. It is fun to thank someone in person and is worth
keeping a committed donor engaged. When that is not practical, the next best thing is a phone bank or phone calls.
Our Board game and our plan for income sustainability
ends with an appeal letter to those who have not yet been asked or have been asked but have not given and also haven't said no.
I invite you follow the descending order of love path to sustainability. Please let me know how it goes. As always, I welcome your feedback.
Wednesday, March 28, 2012
Trayvon Martin and Me
I created this blog to further the discussion and collective wisdom on a variety of non profit management issues, but today I want to do something a bit different. Because while it’s true that I am a non profit management consultant, I am that because at my core, I am an advocate for the downtrodden, the underdog, the ignored, and the underserved. I have spent my career trying to make the world a better place for victims, for the homeless, for underserved children, for minority communities and for the larger community.
The Trayvon Martin murder feels very personal to me. He could have been one of my Club kids; he
could have been one of my friend’s kids, under a different type of discrimination,
he could have been one of my kids.
My heart is breaking over Trayvon Martin’s death; over the seemingly dozens or hundreds or thousands of
other cases like it; over the parents who have to teach their children how to
move through the world as African Americans and over the children that have to
learn that lesson. It is breaking for
the African American men across the county who think it’s their job to make
other people feel safe, and for the people who feel afraid simply because of
someone’s skin color (or faith, or ethnicity or whatever makes us “other”). It is even breaking for the people who are
ignoring this case because they think it doesn’t apply to them, because we all
know that tomorrow it may.
Mostly, my heart is breaking because we can’t protect our
children.
When I worked in the Boys & Girls Clubs movement, I talked
about changing the way our children perceive their place in the world and how the
world perceives our children; I am still talking about that today.
Since Trayvon’s infuriating, tragic, senseless death, I have found
myself continuing to search for a way forward for our country. For a way to let this loss be our line in the
sand and the place we say no more.
We are not moving forward fast enough when it comes to addressing
the issues of race in this country. We cannot
stand by while more people cower and more sales clerks leer and one more child
bears the burden of racial injustice.
We cannot bury any more children.
Monday, February 20, 2012
To Search or Not to Search
The question comes up anytime some resigns, and often when
someone is forced out as well. Do we
really have to do a search?!?! It’s
usually followed by “we have someone that’s great” or “there’s a Board member
that’s interested.” Wonderful! Encourage those people to apply and do a
search.
Why? Because it’s the
most legitimate way to ascend to leadership.
The absence of a search leaves people, at a minimum, with the perception
of impropriety. Even if you are the one
they think is great, or the Board member that’s interested, encourage the
search, and then apply. Perception is
reality and leadership is hard enough without people thinking you didn’t earn
the spot. Why set your new leader - or yourself
- up for that?
In the absence of a search, people, at best, become mildly uncomfortable
that there might be something unsavory going on. At
worst, they choose not to follow what they perceive as an illegitimate leader. Either
way, an internal conflict gets created that takes people’s attention away from
the work at hand – a conflict that could have been avoided. It may also be a violation of your
organization’s policies. Most policies
include a requirement and a process for doing a search. Any lawyer will tell you that once you
violate one policy, the remaining policies become more difficult to enforce.
Now is the easiest and least expensive time to post an
opening. In Columbus alone there are a
variety of free or low cost search web opportunities including OANO, the United
Way and Craig’s List. Post it on your
organization’s website and if your organization is part of a larger national
organization or state or county wide collaborative, post the position opening on
the group’s web site as well. You can also
create a posting and send it out to all the agencies with whom you partner and
ask them to post it. Lastly, if you have
a budget, you can pay for an ad, and because of the internet, that ad can be as
long as you’d like. If you’re interested
in advertising in the classified section of the local paper, you will still
have to pay per word, but even in that case, there is usually a contract with
an internet site to post the ad as well. In your ad, I recommend you request a cover
letter as well as a resume.
Before you post the position, review what you want in a
candidate, both over all and by priority area, and what salary range you can
offer. Review the current range for such
a position in your community. Consider the
job you want the applicant to do and the skill set and experience they will
need to be successful- both the minimum requirements and your preferred
qualifications. Also, consider the
culture of your organization and the values a candidate would have to have to
be successful in that culture.
If you are seeking Development staff, consider if you want
an event planner, a grant writer or a major donor person. If you are seeking an Executive Director,
consider if you want someone to grow your organization, maintain it or turn it
around. Each is a different skill set,
and even if the applicant has previous experience in the role, it may not be
relevant to the needs at hand.
Prioritize the skills you seek. Write your interview and reference questions
to reflect the needs at hand, by priority area.
An Executive Director may be proficient at resource development, board
development, operations, community profile building, marketing, financial
acumen, and more. They may or may not be
a subject matter expert. They may have
prior experience at a similar agency.
What are the top 5 priorities in order of importance to your
organization? Develop three questions
under each priority area and one or two questions, each, for everything else.
Inquire as to what applicants have done and opposed to what they
would do. There are lots of things we
would all like to do in a perfect world, but what we have done is a much better
gauge of what we will do in the future.
Plus, you can confirm it during the reference check.
Once you begin receiving resumes, filter applicants by their
ability to follow your instructions to include a cover letter and resume, their
writing ability (if writing is a piece of the job), and if they meet your
minimum or preferred qualifications. Education
and relevant experience are the price of admission to an interview. After that, good judgment and fit are the most
important criteria for me.
In addition to the standard questions confirming relevant experience
and preferred education, I also recommend including value based questions: “How
does the candidate respond to mistakes s/he made and mistakes made by others? Within what amount do they return phone calls/emails?
How has s/he handled it when s/he disagreed with a supervisor? Do they
generally get work in early or at the last minute?” You will learn a lot about the judgment of
your applicants, and their ability to fit onto your team during the interview
process. There is a lot a good leader
can do to groom and guide a mentee, but improving someone’s judgment or
changing their values are not usually among them.
Create a measurement tool to rate applicant’s answers by
section. Interviewing should not solely
be about feel. While it’s true that you
should always trust your gut, you should also always have a process to assess
candidates. I recommend prioritizing the
skills set you seek and a 1-3 scale for each answer, then tally up answers by priority
area and totals. This process will allow
you to compare applicants against your criteria by area and overall. I recommend a minimum of two interviews, with
a background check being conducted in between, and a reference check of your
top candidates being conducted after the final interview.
When you call the finalist to make an offer, include
information about salary and benefits.
When you finish speaking, wait for them to accept. Know before you make
the call if you have the authority to negotiate salary and if so, how high. Be prepared to answer benefit questions. Once they accept, discuss start date and a
plan to announce your new hire to your organization’s constituents.
Congratulations!
Hiring is critical to the success or failure of an
organization. It takes time, as does
almost everything worth doing. A search
will inspire the Board, the staff, and the community’s confidence in your
leader and your confidence in their success!
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