THOUSANDS OF NON-PROFIT EXECS READY TO RETIRE!!! (maybe…someday)

For about 7 years now I have been paying attention to the basic concept of leadership transition in non-profits. At first there the conversation was about the lack of transition planning with dual concerns about “older executives” not trusting emerging leaders to take the reins and the perceived lack of work/life balance in the executive position.

About 4 years ago, the conversation didn’t focus as much about the old folks getting out of the way, (even though most of those who said they planned to retire hadn’t). There was still concerns about lack of both succession planning and opportunity for work-life balance.

Even more recently, it has been noted that the expected mass exodus of non-profit executives still hasn’t happened. There was still a concern about succession planning, though the need for boards to pursue good governance started to come into focus.

Last week Non-Profit Quarterly (NPQ) drew attention to a study of non-profits conducted by Third Sector New England that examined the issue of executive transition.  The study findings reflect further development of the trends seen in past studies.

Actually, the one finding that hasn’t changed is that “Nearly two-thirds of responding leaders said they will be leaving their jobs within five years, and 30% are planning to depart in the next two years.”

The report notes that number has been consistent for at least a decade and the expected exodus hasn’t occurred yet.

The way things are going, discussion about leadership dying off is going to eclipse comments about audiences dying off.

But per NPQ, there really isn’t a great push for current executives to move aside to allow new blood to take over. Partially because there isn’t a lot of new blood interested in taking over.

…the troubles in leadership transitions may be on the “demand” rather than the “supply side.” In other words, the challenge may not lie in the supply of competent emerging leaders, as has been heralded in the past, but with the attractiveness of the job of executive.

Whether  a result of a realization of this fact or a recognition of the larger issues at hand, the focus has shifted from a need for a succession plan to replace a single person to the need for a plan to sustain the organization as a whole. (my emphasis)

“SHIFT the framework for succession planning to deep sustainability.

“It is time to change how the sector thinks about and approaches succession planning. Succession planning is not just about preparing for an individual leader transition; nor should it be viewed as a technical fix or a transactional exercise. Rather, it is about ensuring organizational sustainability by identifying and addressing key vulnerabilities so that the organization is not dependent on any one leader, funder, strategy, or way of thinking. Succession planning touches on everything from framing choices for the future (including asking whether the organization should exist), developing sustainable business models, to strengthening staff and board leadership—in essence, all the core activities needed to support the success of the organization’s mission and its leaders over time.”

As part of the recognition that the success of the organization doesn’t revolve around identifying and hiring a single talented leader, the report also extends the concept of the importance of focusing on board governance.


SHIFT the vision for governance.

The expectations and responsibilities of boards need to shift in favor of governance over fundraising, and that means developing a shared vision for the organization, along with strategies to implement that vision, achieving operational excellence, and, yes, finding the resources to support the work. A short-term focus on fundraising undermines long-term sustainability and leads to continued dissatisfaction between leaders and their boards. This shift will not only require a shared understanding of what is effective and impactful governance, it calls for a higher level of engagement and learning together between leaders and boards – changing what may be a transactional partnership into a generative and transformative one…

This will likely be an important step in making the role of executive director an attractive undertaking again. Per NPQ:

“Among the notable findings of this report is that approximately 23 percent of respondents reported being recruited into what was essentially a turnaround situation—slightly more than reported taking over a stable organization.”

Given only 22% reported taking over stable organizations, the other 78% were in iffy to dire circumstances. That takes a toll on the existing leadership and makes for unattractive prospects for potential leaders. The biggest concerns respondents had were focused on work-life balance and personal health factors.

There are other interesting findings and suggestions contained in the study. One significant area of recommendation is abandoning overhead ratio as a measure of effectiveness. Momentum seems to continue to grow around that issue.

Best Leaders Are Internally Motivated

There was a post on the Harvard Business Review blog site about a recent leadership study – Why You Lead Determines How Well You Lead.

According to the study, people with an internal motivation to lead are more effective than those with external motivations. More surprising, a person who has a mix of internal and external motivations, does very poorly.

“As one might predict, we found that those with internal, intrinsic motives performed better than those with external, instrumental rationales for their service — a common finding in studies of motivation. We were surprised to find, however, that those with both internal and external rationales proved to be worse investments as leaders than those with fewer, but predominantly internal, motivations. Adding external motives didn’t make leaders perform better — additional motivations reduced the selection to top leadership by more than 20%. Thus, external motivations, even atop strong internal motivations, were leadership poison.

Many believe that the best way to influence behavior is to incentivize it, and such external incentives certainly work with lab rats. In our study, however, adding external incentives clearly did not improve leader performance.”

and later

“If those we seek to develop as leaders adopt external justifications for leading well — such as an increase in shareholder value, better pay or perquisites, or increased profits — they are likely to be less successful as leaders in comparison to those who seek to lead for more internal, intrinsic reasons alone.”

If you have been reading my blog for awhile, you probably can see where my mind is going here. These results made me wonder if non-profit leaders might not make the most effective leaders since internal motivation for doing the job is all but given.

Now remember, effective leader doesn’t necessarily equate to successful. This is a “if you are so smart, why ain’t you rich” situation. Non-profit organizations are notoriously underfunded and lack the resources to achieve the success they aspire to. Not to mention many are pursuing work which others won’t because there is no profit to be made.

Likewise non-profit leaders may make really stupid choices because there was never any time to properly develop and cultivate them throughout their careers. (Not that this type of grooming has kept their for-profit colleagues from making stupendous mistakes either.)

Yes, I am flirting with suggesting that for-profit corporations pull something akin to the movie Trading Places consider looking for effective leaders in non-profit organizations (sans the whole bet thing).

Yes, this regrettably will take talent out of the field, but it would put them in a place with greater resources to provide their leadership skills with more impact. Without maximizing shareholder value as a central goal, the general business environment may shift for the better. Though that might be as big a fantasy as the movie.

http://www.youtube.com/watch?v=ZjDbJQKDXCY

Do You Underestimate The Customer’s Journey?

Inc Magazine recently had an article of 100 Great Questions Every Entrepreneur Should Ask. As you might imagine, there was a lot in the list that have relevance to non-profit organizations.

Some deal with topics that continually arise in conversations about the arts like relevance; allowing a pursuit of funding to divert the organization from its mission; and what metrics are being used to define success.

1 How can we become the company that would put us out of business? -Danny Meyer, CEO of Union Square Hospitality Group

2 Are we relevant? Will we be relevant five years from now? Ten? -Debra Kaye, innovation consultant and author

52. If our company went out of business tomorrow, would anyone who doesn’t get a paycheck here care? -Dan Pink

6. What trophy do we want on our mantle? – Marcy Massura, a digital marketer and brand strategist at MSL Group
Massura explains, “Not every business determines success the same way.Is growth most important to you? Profitability? Stability?”

7. Do we have bad profits? -Jonathan L. Byrnes, author and senior lecturer at MIT
Byrnes explains, “Some investments look attractive, but they also take the company’s capital and focus away from its main line of business.”

8. What counts that we are not counting? -Chip Conley, founder of Joie de Vivre Hospitality and head of global hospitality for Airbnb
Conley explains, “In any business, we measure cash flow, profitability, and a few other key metrics. But what are the tangible and intangible assets that we have no means of measuring, but that truly differentiate our business? These may be things like the company’s reputation, employee engagement, and the brand’s emotional resonance with people inside and outside the business.”

Others focus on customers/audiences.

10. Are we paying enough attention to the partners our company depends on to succeed? -Ron Adner, author and professor at Tuck School of Business
Adner explains, “Even companies that execute well themselves are vulnerable to the missteps of suppliers, distributors, and others.”

17. Which customers can’t participate in our market because they lack skills, wealth, or convenient access to existing solutions? -Clayton Christensen, author, Harvard Business School professor, and co-founder of Innosight

21. Who, on the executive team or the board, has spoken to a customer recently? -James Champy, author and management expert

32. Do we underestimate the customer’s journey? -Matt Dixon, author and executive director of research at CEB
Dixon explains, “Often, companies don’t understand the entirety of the customer’s experience and how many channels may have already failed them. They don’t understand that the customer goes to the website first, pokes around but can’t find the answer to their question, and then tries to start up a chat with an agent, only to get frustrated by the delayed response. Only then do they go to the Contact Us tab and call. From the company’s perspective, the call is square one. The customer sees it as, you’ve already wasted 15 minutes of my time.”

62. Do we say “no” to customers for no reason? -Matt Dixon
You may have created your customer policies at a time when you lacked resources, technology wasn’t up-to-snuff, or low service levels were the industry norm. Have those circumstances changed? If so, your customer policies should change to

Number 17 needs no explanation. I actually was somewhat reassured by the fact that for-profit business faced the same challenges about education/skills, access and wealth that non-profit arts organizations do.

I was drawn to #32 because it is so easy to be unaware of all the hurdles a customer faces when dealing with you.

Number 62 also strongly grabbed my attention because it emphasizes the need to constantly revisit and revise your policy. It had particular significance to me because I recently discovered that a practice I assumed was due to technical limitations was erroneous, and was in fact just a matter of history and habit. As a result, we will be selling new subscriptions two weeks earlier this year than in the past.

Number 10 I read both as not giving customers what they need to have a successful experience, but related to partners and colleagues as well. Are you paying attention to the health of businesses you depend on as well as that of other arts organizations in the community? Even if they are doing fine, could more clearly communicating your needs to them lead to a more efficient outcome for both of you? Could mutually beneficial partnerships result, strengthening both organizations?

Some of the question were focused on strengthening your company internally in terms of thinking, planning and self/employee development.

3. If energy were free, what would we do differently? -Tony Hsieh, CEO of Zappos
Hsieh explains, “This is a thought experiment to see how you would reconfigure the business if you had different resources available or knew that different resources would one day become available. Another question might be, what if storage was free? Or what if labor costs half as much or twice as much?”

9. In the past few months, what is the smallest change we have made that has had the biggest positive result? What was it about that small change that produced the large return? -Robert Cialdini, author and professor emeritus of marketing and psychology at Arizona State University

16. If no one would ever find out about my accomplishments, how would I lead differently? -Adam Grant, author and professor at Wharton

22. Did my employees make progress today? -Teresa Amabile, author and Harvard Business School professor
Amabile explains, “Forward momentum in employees’ work has the greatest positive impact on their motivation.”

37. Am I failing differently each time? -David Kelley, founder, IDEO

The last one about embracing failure is a familiar topic of discussion even in the arts community today.

These last few (though there are many like them in the article) remind business leaders to be introspective of themselves and their companies. It is easy to overlook things like the change that made the biggest impact, or even attribute the impact to something else unless you stop and think about the true source. Certainly paying attention to progress of employees is one way small changes can manifest as big impacts over the course of a few months.

Perhaps the toughest of these last handful of questions is #16 because it challenges you set aside your ego in order to be a more effective leader.

Care and Feeding of Arts Workers

There was a good example of the importance of good leadership and management in the context of orchestras in a recent post on The Drucker Exchange.

Although the post starts out using the example of basketball teams, it ends up citing Peter Drucker’s observation that as a knowledge based institution,

“A great orchestra is not composed of great instrumentalists but of adequate ones who produce at their peak,” he wrote in Managing in the Next Society. “When a new conductor is hired to turn around an orchestra that has suffered years of drifting and neglect, he cannot, as a rule, fire any but a few of the sloppiest of most superannuated players. He also cannot as a rule hire many new orchestra members. He has to make productive what he has inherited.”

The passage in Managing the Next Society that is quoted is preceded a few paragraphs earlier with “In a traditional workforce, the worker serves the system; in a knowledge workforce, the system must serve the worker.”

Orchestra musicians may not appreciate being characterized as “adequate,” but they all know that their ensemble thrives as a group, not on the specific talents of each individual. It is the music director or similar leader who often creates the environment which allows the whole to thrive.

This is much the case in arts administration staffs. There are very few superstars that multiple organizations engage in a bidding war to woo away. (Though I grant it might be helpful to have more exemplars people strive to be. Drew McManus can’t bear the adulation by himself.)

Most arts organizations are staffed by adequately skilled employees who are on the cusp of becoming great with the help of the right management of their talents and work environment. Some of that management is probably going to require better pay and professional development opportunities. It may also require scrutinizing organizational culture, shifting job responsibilities and revamping the physical work environment.

While the focus of all this seems to be on identifying good leaders and managers who will point the way to success, recall that Drucker points out that the workforce has to generally be left intact. They are the core resource of the organization with which the leader must work.

Knowledge workers aren’t like gold fish which will thrive if fed and put in a bigger, cleaner fish bowl. Dealing with them is far more complicated. It is by their will and agreement that success occurs.

A good leader or manager is merely one who perceives how to best structure the system to serve the workers. A leader shouldn’t conflate their ability with the value of the organization. Ultimately, audiences will come to see a bad orchestra before they come to see a music director in an empty room.

Don’t Forget Leadership and Teamwork

I was helping out a local high school by conducting mock interviews with their students today. I enjoy doing this because the school does a great job preparing the students for the experience. I often don’t realize just how nervous the students are until the sweaty palm handshake as they depart. The last student I spoke to was applying for a position as a nurses aide and I was pleased to hear him talk about how his experience as the section leader in his band conferred leadership and conflict management skills. I made sure I complimented him on mentioning that and coached him about mentioning it in future interviews. (My interview partner who was not an arts person did so as well.)

It occurred to me that when I have read about the benefits of the arts recently, leadership and teamwork didn’t seem to figure largely in the lists. Given the recent push that education make someone employable, it is probably important that it be emphasized more.

I did a quick and, by no means exhaustive, survey of articles listing the benefits of arts education and found that my suspicion was generally true. Many talked about the cultivation of very desirable traits like intellectual and emotional development, flexibility of worldview, judgement, problem solving, expressiveness and ability to anticipate consequences.

In our desire to justify ourselves by identifying some distinctive advantages conferred only by the arts and creative expression, we seem to have forgotten some basic benefits a high school kid can cite. Speaking of which, while we are touting these benefits, it probably behooves us long term to make sure high school kids who are having these experiences can cite the benefits.

The intellectual and emotional development advantages frequently referenced are often individual achievements. Leadership and team work are assets in the social sphere and warrant inclusion. It may seem of little consequence now, but I suspect there is a fair chance that in the next 10 years technologically induced anti-social/introspective tendencies may be be deemed a crisis and these qualities will be highly prized.

This all being said, there are a lot of benefits to arts education and it is tough to list them all. If you are looking for a list to keep handy, here are some great ones. (A couple which list leadership and teamwork). Again, these are some I personally find helpful rather than an exhaustive list.

Americans for the Arts
National Assembly of State Arts Agencies
Miller-McCune
Artsblog post by Kristen Engebretsen

Feel free to add a few of your favs in the comments section.

Arts And The Four Year Career

An article recently posted on the Fast Company website talks about how transitory people’s jobs, and increasingly, career paths, are.

“According to recent statistics, the median number of years a U.S. worker has been in his or her current job is just 4.4, down sharply since the 1970s…Statistically, the shortening of the job cycle has been driven by two factors. The first is a marked decline in the “long job”–that is, the traditional 20-year capstone to a career. Simultaneously, there’s been an increase in “churning”– workers well into their thirties who have been at their current job for less than a year. “For some reason I don’t understand, employers seem to value having long-term employees less than they used to,” says Henry Farber, an economist at Princeton”

Given the idea that arts organizations need to be more nimble in the current fast changing environment and that corporate CEOs value creativity in leadership, it made me wonder if arts organizations might not be able to take advantage of this trend by creating mutually beneficial employment situations.

Essentially, if there is going to be a lot of employment churn, the arts might be able to benefit in both the short and long term by making sure a jaunt in the arts is included in a person’s itinerant career path.

Arts organizations experience a fair bit of turn over in their employees. (In fact, I will bet that is what you thought the title of the entry referenced.) It may be worthwhile to hire people without backgrounds specifically in the arts into positions. Since you are probably just as likely to have to replace a person with arts background as someone who doesn’t, you aren’t overly wasting time and resources by hiring and training someone without industry experience.

The potential benefit to the arts organization is introducing some new ideas and practices to the organization. The employee gets a broader experience to add to their hodgepodge resume which may make them more marketable. (Needless to say, the work environment must be such that it accepts the former and confers the latter.)

Of course, as the article mentions, the trick is to separate those who are really driven in their pursuits from the dilettantes. Arts organizations in general aren’t particularly well skilled in those type of human resource practices. It would be worthwhile to have someone on the board with the ability to provide those services in some form, even if you have no intention of ever hiring a person without an arts background.

In the long term it could be helpful if businesses started to identify arts organizations as a good training ground for the skills they seek in employees to the point where it was as de rigueur on a resume as extra curricular activities are on a college application. It also wouldn’t hurt if the experience engendered an appreciation in the arts in the transitory employee that they will carry on to positions creating business or government policy.

Organizational Culture–It’s People!!!!

Rosetta Thurman recently relinked back to an entry she did last year about organizational culture and the importance of not feeling like you are helpless in the face of it. Her basic premise is that organizational culture emerges from the practice of people and not from immutable laws written into the founding documents and the actions. (Though certainly, the initial culture establishes the precedent from which the organization develops.)

Her assertion that individuals in the organization are responsible for whether the culture changes or not struck a chord with me. I have been frustrated with organizational inertia both as a supervisor and subordinate in many places I have worked. While you can feel constrained by the (in)actions of your supervisor, the situation flows both ways. The entrenched reluctance of those you are trying to lead can cause just as much apathy as when the same characteristic is exhibited by one’s leaders.

I generally experience an optimism about a new hire starting work  similar to what I feel when I start a new job myself. I am eager to see what opportunities may be available by virtue of the skills and knowledge the new person brings. Given that most people in the non-profit field are overqualified for the job they are doing, each new person represents a great deal of potential.

People look at taking a new job as an opportunity for a new start. Employers should approach the arrival of a new hire in a like manner. Admittedly, most of the time in the non-profit world a new hire represents the opportunity to clear the backlog of work piling up on your desk. But if you view a new person as a replacement cog, chances are that is how you are viewed as well, perhaps even by yourself. The arrival of a new person is a good time to work on changing that aspect of the corporate culture for everyone’s benefit.

I just hired a new assistant theatre manager in September so these dynamics are at the forefront of my mind. Those who previously held the position provided different benefits to the theatre. The current person is in the position to either maintain or improve upon the gains of her predecessors. Having been in the job for about 45 days, she has enough understanding of the organization to start making suggested improvements.

I will confess that I reflexively feel a twinge of resistance when she starts a sentence with something like “I think that we should think about changing…” How could a new person dare to judge what we do! It is with some relief and then joy that I find that significant elements of her suggestions align with goals I am hoping to accomplish.

Granted, if you have done a good job during the interview process, this should be the result. However, I work for a state institution and the process seems oriented more toward CYA than hiring the best candidate. It is pleasing to realize you did hire the right person in spite of the process.

In any case, the most important factor in creating an environment where new endeavors are either encouraged or inhibited is the participation, or lack thereof, people.

But, of course, people have always been the most valuable ingredient.

[youtube]http://youtu.be/8Sp-VFBbjpE[/youtube]

Leadership By Eyebrow

Apropos my Inside the Arts co-denizen Bill Eddins post about what it takes to be a good conductor, is the TED video with Itay Talgam talking about the conducting styles of six great 20th century conductors.

Talgam approaches the leadership styles of different conductors from the apparently stifling style of Riccardo Muti to the comparatively free flowing style of Herbert von Karajan. According to Talgam, Muti was asked to resign from his position at La Scala because he wasn’t allowing the musicians any room in the performance. Karajan was apparently quoted as saying the worst thing he can do is give his musicians specific direction. Both approaches put a lot of pressure on the musicians to perform well.

Talgam contrasts that with the way Carlos Kleiber (in some very humorous clips) and Leonard Bernstein (conducting only with his head) balance exerting control with loosing the reins and giving the musicians their head, providing only minimal feedback.

Obviously, there is a lesson in all this about balance in organizational leadership. It would be the great arts administrator indeed who could run his/her organization just by wiggling their eyebrows like Bernstein.

“Don’t Let Them Use Your Passion Against You”

I always enjoy reading Adam Thurman’s work on Mission Paradox. Recently he posted “An Open Letter to Arts Administrators.” As an arts administrator, I felt obligated to disseminate it a bit. It contains advice that, even if you have heard it before, bears hearing again to remind you of a few things. (It’s also mirrored on Arts Blog. You may find the comments there worth reading.)

The section that particularly resonated with me was:

3. Don’t let them use your passion against you. Consider this:

Imagine you were a lawyer. What if I told you that there were some law firms (not all, but absolutely some) that didn’t get a damn about their employees? What if I told you that some firms were designed to bring in people and get as much out of them as possible before they burned out?

Would you believe me?

Of course you would. Hell, because it’s the legal profession you would expect such behavior.

Here’s da rub:

Some arts organizations are the exact same way.

Just because the end product is art and not a legal brief doesn’t mean the place automatically values their employees. Just because the place is a non-profit doesn’t automatically make it a nice place to work.

But here’s the really messed up part. At some of those arts orgs, if you complain that the hours are unreasonable, or the pay is low, or your input isn’t valued . . . they imply that your commitment to the “cause” is low. They convince you that if you really were passionate about your work, you would put up with the sub par conditions.

Don’t fall for it. It’s a trap. Remember point 1, it doesn’t have to be like that . . . you deserve better.

Been there and done that. I am ashamed to say that I am pretty sure I tacitly supported the “your commitment to the ’cause’ is low” message against other people in at least one place I worked even as I resented working under those conditions. I imagine I enjoyed the approval of my willingness to suffer for the cause and in the absence of any real remuneration, sought more praise by pressuring other people to toe the line. Though I have also declined contract renewals in places with poor work environments, too.

I was encouraged by the memory of two studies I read and blogged on last year, one by Building Movement and another commissioned by the Myer Foundation which showed that the new generation of leaders seek a greater balance between work and personal life and aren’t buying the idea that suffering is proportional to commitment.

What may be the downside for many non-profit organizations is that the leadership, recalling that they sacrificed and brought the company into being by force of will, are reluctant to groom these new leaders because of a perceived lack of commitment on the would-be protege’s part. One desirable benefit can be that the replacement won’t perpetuate a stressful environment. A board expecting the miracles of the last executive director might not make that easy.

Collective Action Report For NPAC 2008

Last week Andrew Taylor posted an entry about the release of a report for which his students were involved collecting information at and about last summer’s National Performing Arts Convention. The report examines the capacity for the arts disciplines to engage in collective action.

As you might imagine, I found much of it very interesting. If you don’t have the time to read the whole thing, mores the pity. It is worth jumping to page 59 of the Acrobat document. The following 20 some pages have ideas for collective action on many fronts that came out of the brain storming round tables. These are not the same ideas voted as top priority items by the attendees and may represent fresh directions for you and others to embrace at national, regional and local levels.

One aspect of the convention attendees felt was lacking was a clear sense of who was going to follow up and pursue these priorities. What will likely be helpful at the next convention is if people show up to talk about their attempts to implement some of these priorities at different levels.

Plea To The Reader
If you don’t think you will read the report, at least consider reading the rest of this entry. I often include fair sized quotes that jump out at me from reports and studies because I know people don’t feel they have the time to catch up on all the reading they think they should be doing. Part of the mission of this blog is to present some concepts that perhaps you can think about during your commute if no other time presents itself. Not everything may seem that significant to you, and that’s fair. This report contained a lot of meaty observations including some things I suspected but have rarely heard discussed. So please, read on…

Boundaries
The report began by tackling a basic question–what constitutes the performing arts? In answer to the question, “When you think and talk about the ‘performing arts’ in your region, which of the following organizations do you include in your thinking?” over 50% provided answers that were “arts-focused and primarily organized as tax-exempt. Alternate venues and commercial enterprises were identified by fewer people as part of the performing arts—yet still showed up in significant numbers.”

Lest your take away from those responses is that there was a sense of exclusivity to people’s definition of the performing arts. The report notes that the subject of what constituted the boundaries of the performing arts community was frequently debated and discussed.

Internal Divisions
But heck with those perceived to be on the outside of the performing arts boundaries. There was plenty to contend with over the perceived differences between the disciplines clearly defined as being part of the performing arts.

“Despite the common ground of the nonprofit arts leaders attending the Denver convention, our team observed frequent and obvious disconnects between the language and culture of each discipline. The dress and demeanor of the different service organization membership was a continual point of discussion in
our evening debriefing sessions, and were often heard used as shorthand by one discipline to describe another (“take time to talk to the suits,” said one theater leader to a TCG convening, when referring to symphony professionals). Some of the difference was in rites and rituals: from the morning sing-alongs of Chorus America to the jackets and ties of League members, to the frequent and genuine hugs among Dance/USA members, to the casual and collegial atmosphere of TCG sessions.

Other differences, which manifested in more subtle ways, shed light on the deep underlying assumptions and values held by the respective disciplines. The team noticed, for example, that the word “professional” was perceived in a variety of ways in mixed-discipline caucus sessions. For many participants, “professional” staff and leadership was an indicator of high-quality arts organizations, and an obvious goal for any arts institutions. Several members of Chorus America, however, bristled at the presumption that professional staff was a metric of artistic quality, as they held deep pride in their organizations, which were run by volunteers.

The observation team also saw many sessions peppered with misunderstandings and different interpretations of words and concepts that are fundamental to a collective action effort. Most of these went unnoticed by the group, and unresolved by facilitators of caucus sessions….Catalysts note the need for basic fluency in the business models and challenges of other disciplines. Says one leader, “….I talk a lot with the heads of other performing arts organizations here [from other disciplines], and it’s all right, but oftentimes when we talk I’m spending the whole time explaining the whole story so they can understand. As opposed to sitting with somebody who’s in a different community, you can start the sentence and oftentimes that person can finish your sentence for you.”

Expectation of Cross-Disciplinary Learning
That said, the report notes many went to the conference with the intent of learning about other disciplines and cultivating cross-disciplinary relationships. People were eager to learn about best practices and common challenges from other disciplines. “A full 86 percent believed that the problems and opportunities faced by a small dance company are shared more with a small theater company than with a large dance company.”

Respect to Trust
The next step toward collective action, according to the report’s author’s, is to go from respecting the other guy to trusting them.

“A full 81 and 82 percent of respondents believed leaders in the nonprofit performing arts respect each other at the national and regional/city level respectively. A lesser majority, 56 and 60 percent, believed that such leaders trust each other at the national and regional/city level. This distinction between respect and trust reinforces the distinction between acting for individual and organizational interests, and acting for the benefit of the larger community.”

Things Not Often Discussed
Two of the areas covered in the report that especially struck me were some frank discussions about diversity and the perceived role of government. Everyone talks about the need to diversify audiences and performers. In fact, most funders are interested in collecting information about racial, geographic and economic diversity of audiences and performers. What emerged in the discussion wasn’t as idealistic.

“Diversity was the most polarizing priority in the AmericaSpeaks process, and the issue for which there is the most disconnect in language and priorities….Some flatly stated that they did not think diversity was a priority, and others noted that people in their organizations may claim to support diversity, but don’t really mean it. Many noted ambiguity in defining diversity: that diversity “means different things to different people—there is no common agenda for inclusion.”

This was revealed in the stark differences in responses ranging from the claim that minority arts groups don’t have to make any efforts at white inclusion (“Why is it that primarily Caucasian-based groups look to ‘diversify’ their audiences while minority-based groups do not?”), to people who thought diversity meant “Getting minorities to see the importance of what we do.” Still others rejected the audience development perspective and saw the need for more systemic change. Said one respondent, “most of our organizations are not ready—we want to talk about it, but we are not prepared to become ‘diverse’ and accept the changes that may follow.” Some acknowledged that there were challenges in terms of comfort zones. Some noted that tying funding to diversity or pursuing diversity and losing money on such efforts might be counterproductive…

Respondents were more concerned with what they saw as others’ failure to address or understand diversity than with their own ability to effectively address the issue. As such, many did not envision opportunities for progress although they agreed that progress is needed.”

Community Engagement Approach
While some people may not be prepared to actively engage in addressing diversity in their organization, I was encouraged by the comments of one person who wasn’t talking about diversity per se. He/She did seem to embody the mindset of an organization that could achieve diversity without actively pursuing it.

“One leader notes, “That’s been one thing that we’ve been most proud of. Our whole organization takes this community engagement approach. It’s not outreach. Outreach doesn’t take into consideration who you are, what your background is, what your context is, or why people should care. That’s the fault of the old outreach concept, is saying you should come hear us, maybe we’ll come to you so you’ll come hear us. That’s missing the point, saying, ‘Where do we connect?’”

Government’s Role
In relation to the role of government (my emphasis)..

“In one intriguing disconnect, respondents in the post-convention survey hope for future NPAC connections to include elected officials from local (57 percent), state (64 percent), and national (70 percent) government. Yet not one believe such officials would influence if and how they might take action on the selected agenda items. The disconnect suggests, as we will later discuss,
that while participants see elected officials as potential focus of advocacy and engagement, they do not see them as a source of insight and knowledge—even though these actors drive the decision and governing systems that inform local policy. They are eager to talk to elected officials, but not inclined to listen

…Interestingly, some constituents with relatively greater perceived power also had relatively lower perceived knowledge of the field and its challenges (political leaders at federal, state, and local levels, for example.

From my point of view, there is a whole lot to be addressed. Quite honestly, I think this almost sums up the attitude arts organizations have toward most sources of funding. There is an eagerness to talk to funders and make your case but not a lot of willingness to have them involved in your business. Except for foundations with an arts focus, those representing funding sources don’t understand the field too well because of a desire to keep them on the fringes.

Some Tunes I Have Sung Before
There were a couple topics the report touched upon that I have addressed quite a few times in the past so I won’t get into them at length.

Lack of Knowledge
One observation that was made of convention attendees was how little knowledge people had about available resources and about how laws and policy affected those resources. The report notes that a lot of time was spent discussing how helpful it would be if some source would provide resources when in fact that very situation existed.

“These indicators suggest a systematic issue around knowledge dissemination in the field. Arts leaders either lack time or incentive to discover and use existing knowledge resources, or effective knowledge dissemination mechanisms do not exist to get this information out.”

Lack of Sleep
Which goes hand in hand with the fact most arts professionals are already over worked and may not be a wits end about how to participate in collective action.

“We have a lot of passionate and highly productive people that all tend to over-extend themselves as it is ‘for the love of their art.’ I think it is difficult for many of these same people then to prioritize what they may have to stop doing in order to thoughtfully and actively participate in this ‘national dialogue’.”

Lack of Succession
Finally, there is the issue of emerging leadership. According to the report, 79% of respondents to pre-convention surveys were worried a little to alot about identifying new blood and succession planning. At the convention however, “it was striking how little conversation focused on the discovery and development of future leaders, and the skills and abilities they might require. There were a few specific sessions that touched on the topic, but the issue received little traction or attention elsewhere.”

I imagine it comes as no surprise that the performing arts sector has quite a few issues to address. You need not have attended the convention to come to that conclusion. But since the report notes that one of the major historical hurdles to collective action has been that the various disciplines don’t sit down and talk to each other, the fact they did so and produced quite a few pages of ideas for collective action likely represents a valuable first step.