Before the BHAG*

*Big Hairy Audacious Goal

I’m a really big advocate for starting any project with a Vision.

Where’s your horizon?
What do you need to get there?
What steps do you have to take?

Sometimes, though, even the steps to get there require a lot of little steps first.  This is especially true when the people involved haven’t experienced much success.

That’s a pitfall of focusing on the Big Hairy Audacious Goal. As proposed by Jim Collins, et al, the BHAG is important for inspiring the troops. I agree, our BHAG – our Vision – is the horizon to which we are pointing all our efforts.

However, when the troops are downtrodden or haven’t worked together in the past, they may not have the self-confidence or a level of trust to focus on an audacious goal. In this case, small successes pave the way.

I watched this in action at a private school with an aging, authoritarian founder. The board of this school is hand selected by the founder and will not take a step without his approval. This founder does not let anyone but himself meet with those he considers major donors. The school is viewed as his school; a cult of personality.

The obvious question is whether the school will continue much beyond the founder’s life.  Or rather, the question was obvious to everyone except, it seemed, the founder.

I met with a handful of lay leaders who knew they had to find a way to build supporters with a loyalty to the school, not just to the founder. They also knew the founder would resist every step of the way.

A Big Hairy Audacious Goal for this group would be for the school to have a true governing board, with a succession plan for the founder, deep and broad relationships with existing donors, and plans for growing the image of the school distinct from the founder.

That’s quite a BHAG.  But the initial need was to inspire the confidence needed to act without the founder’s permission.

We began with just meeting to discuss the issues. It may have seemed like nothing happened, but the mere fact that the meetings were being held began the process of instilling confidence in the actors and a trust in each other. Having meetings about board and school issues without the founder was a huge step.

Discussions revolved around ways to engage prospective supporters and advocates without relying on the founder. They knew that trying to wrestle existing supporters from his stewardship would cause a head-on collision. Instead, they sought ways to expand the circle.  It took six months to get to the point of reaching out to potential supporters, yet those six months of meeting for a shared purpose served to build confidence.

Although certain the new ideas were unnecessary, the founder was willing to let the lay group reach prospective supporters outside his circle. After persevering, they reached one high-profile but previously unappreciated individual who became convinced of the group’s sincerity, the value of the school, and ultimately, the value of their BHAG. Together, he and the lay leaders crafted a process that used his influence to approach the founder and reinforce the goals of the group.

As I write this, there are still many steps to take. The culture is slowly changing. The founder is still reluctant to release the reins, but he has accepted that change is needed.

I don’t know if this school will be able to make all the necessary changes. However, I do know that without first building self-confidence in the lay leaders, they would not be in a position to make any changes at all.

Have you encountered boards reluctant to take on Big Hairy Audacious Goals? Try building confidence with small successes.

And let me know if you have other examples!  You can reach me at: sdetwiler@detwiler.com.

Susan

Right Message. Wrong Words.

Did you read the BBB, Guidestar, Charity Navigator letter about The Overhead Myth ? I did. And even as I cheered the message, it felt wrong.  It was written to the wrong audience. The donors who commented were not convinced.

The same day I read Michael Schrage wrote in Harvard Business Review’s Good Leaders Don’t Use Bad Words, and I saw the problem; the authors were being lazy with their words. Instead of speaking to their audience’s needs, they were speaking to their own.

Nonprofits will certainly be better served if donors don’t focus solely on overhead as a measure of competence. But what’s the upside for the donors? Why should they care? That’s where the authors fail.

Donors should be looking for measures that demonstrate value to society. Are people’s lives being changed? How lasting is the change? How is the nonprofit making sure that it’s effective? What does it need in order to stay on track? These are the measures that donors should be looking at.

Instead of telling donors that overhead is the wrong measurement, we need to help them see the benefit of seeking alternatives.

Do you really need a board?

“Do you really need a Board or does having one just lead to more chaos…?”

A few months back, this loaded question was asked of the Nonprofit Professionals Group on LinkedIn, and a robust discussion followed.

My favorite answer, though, came from colleague John McClusky.

need-a-board“…we, the public, “entrust” the “trustees,” the predominantly volunteer body named “the “board,” to serve as our agent to ensure that the NPO actually pursues the socially beneficial purpose (mission) it claims to fulfill and acts in a fundamentally responsible way with the charitable donations and tax exemptions we grant it…”

In other words, the Board of Directors is entrusted with the responsibility to make sure that the mission is fulfilled.

For years, I have been telling boards that their job is to ensure that the mission of the organization can be fulfilled now, and in the future. It lays the groundwork for the board’s role in ensuring that the resources necessary for this fulfillment – financial, intellectual, capital, social, vision –  are available to the organization.

But I’d never really looked at the other side of the role. When we serve on boards, we are not only serving our own nonprofit organization, we are also serving society. We, the Directors and Trustees, are the eyes and ears of society, are responsible for making sure that the dollars which society entrusts to us are used wisely and to fulfill the intent which we proclaim. Our donors give us their wealth; our government is giving up tax dollars to us.

As directors and trustees, we serve our nonprofit. But we are also trustees of society, and as such, responsible for upholding our end of the bargain.

Being on a board is an awesome responsibility. Let me know if you’d like to talk about instilling this vision of a board’s role throughout your work.

If it ain’t broke, fix it anyway

If it ain’t broke, find a better way.

Usually, I hear if it ain’t broke, don’t fix it.  At nonprofits, it’s usually used to defend the status quo – we’ve never had term limits, our mission is still as important as ever, the materials in our literacy classes have always worked, we always read our committee reports out loud, Jimmy’s always handled our books, the 5K is our biggest fundraiser!scuplture of man sewing

The problem is, if we only fixed what’s broken, we’d never have the automobile, the telephone, the radio, the iPod, the space shuttle. Heck, if we only fixed what’s broken, we might never have invented the sewing machine! Each of these improvements weren’t fixing something that was broken, they happened because someone said there had to be a better way.

It’s the same thing with delivering our missions. Our programs have been working just fine, thank you very much. Why should we change? The answer isn’t change for the sake of change. The answer is change to do it better. To have a greater impact. To use our resources more wisely.

That’s why strong, effective nonprofits regularly evaluate their programs and measure their effectiveness. It’s not to fulfill funder requirements, although that is a nice benefit. It’s to see if we can learn from them, and find ways of having a greater impact.  Many nonprofits operate in the same mission space, because there is such a great need. It’s not competition if you can learn from each other, and discover the best practices for making a difference.

We evaluate our personnel all the time (or at least we know we should). Shouldn’t we be evaluating our programs?

Instead of saying, If it ain’t broke, don’t fix it, shouldn’t we be asking, it ain’t broke, but can we do it better?

One of the 55 standards of The Standards for Excellence: A Code of Ethics and Accountability for nonprofits calls for regular evaluation of programs. If you would like more information about the Standards, or ways to evaluate your programs, let me know. Let’s talk.

I’m sorry.

My husband and I talk about this a lot, as we watch the daily news. People are always trying to wiggle out of responsibility for the mistakes they’ve made, the people they’ve injured, the messes that others have to clean up.

Whatever happened to “I’m Sorry?”  Whatever happened to “It’s my fault?”   Whatever happened to “I made a mistake, I will fix it?”

scuplture of people with bent headsThis post from Sarah Andrus says it clearly and concisely. When we make a mistake, we must own it and make reparations. Her post talks about individuals, but it’s equally true of organizations. “My Bad…” or How to Handle Mistakes With Grace

This is where a culture of ethics and accountability can make all the difference. If your organization has a culture in which individuals – both board and staff – are known to take responsibility for mistakes and are not unduly punished for them, then each person can feel more comfortable owning his or her mistakes.  Honesty and integrity become the hallmarks for which you are known. The receptionist can feel proud of working for you, the donor can be proud of supporting you, your community will offer up new board members.

Think about it.  If all the time and energy spent in evading responsibility were instead spent in fixing the problem and taking steps so it doesn’t happen again, then the entire organization moves forward that much faster.

Where would you rather work – where energy is spent covering it up, or where energy is spent making it right? Â