Examining Your Non Profit Career

Rosetta Thurman posted her 15 Powerful Questions to Ask Yourself About Your Nonprofit Career Many of her questions dealt with personal ambitions and what image you had of ideal situations.

The questions that engaged me the most though were numbers 11-14 which challenge you to look at the factors which are causing you to operate less than effectively.

“11. In which areas am I holding back in sharing my true gifts with my organization and community?
12. Am I making a real difference in my current role or position?
13. What’s really keeping me from deepening my level of commitment to my organization or cause?
14. What is the biggest opportunity I have in my nonprofit career right now that I’m not taking advantage of?”

Number 12 reflects a common sentiment that probably enters the minds of all people who work in non-profits. Probably especially those who work in the arts who may tend to wonder if their devotion to their art may be better applied focused on the ills which plague the world. Often when you are seeking funding, you are competing for money with the ills of the world so it is difficult to not wonder about such things.

But the other questions– holding back your gifts, not being fully committed, not availing oneself of opportunities– these are some real interesting questions. One of the first things I thought of whether these questions are different when pursuing a career in the non-profit sector versus the for profit sector.

If you have low self confidence then there may not be any difference. In either case you may not feel you are qualified enough or appreciated enough to have your abilities valued. You may think that others are more deserving of training or opportunities to work on career enhancing projects than you. Perhaps you don’t feel you get paid enough and so the business doesn’t deserve your full commitment of energy and talent.

But if you are more assured and confident and have a sincere commitment to your job and the work of your company, there are areas where there can be a real difference between non-profit and for profits. You may not invest yourself and your talents more because you are afraid you may be asked to do more without any additional compensation or even increase in scope of your authority.

This can easily be true in both the for profit and non-profit spheres, but I am specifically thinking about the reports of how many non-profit leaders were reticent about ever taking on the position of executive director perceiving it as a thankless job with little support and poor prospects for a work-life balance.

In terms of taking advantage of opportunities, even the most self-confident person may be reluctant to take advantage of professional development opportunities for fear that they are diverting resources away from the core purpose of the organization. The result is that some extraordinarily talented people may lack the training and guidance to become truly effective and never develop a network of contacts who can act as a support network and knowledge base. Even if concerns over the cost of attending conferences and seminars is never stated, an organizational culture of always economizing may make people feel guilty that time and money is being invested in them.

Meanwhile, an employee at a for profit is probably more likely to view the professional development opportunity as an investment by the company in their career and perhaps even something they deserve in return for their dedication to the business.

I would really be interested in seeing a survey done to learn if there is a large difference in the way non-profit and for profit employees approach employer sponsored professional development opportunities.

I am sure there are other reasons and motivations that factor into all these questions–and Rosetta Thurman is too. She is asking people to share their answers to at least one of these 15 questions on her blog. If you have something to say, by all means stop by.

Info You Can Use: Correct Organization Of Personnel Files

Hat tip to Emily Chan at Non Profit Law blog for sharing a link to a Blue Avocado piece on how personnel files should be maintained. More specifically, what information should not be stored in a personnel file, if retained at all, and what should be kept in separate files.

Some of the prohibitions made sense given the need to maintain privacy of medical records and the fact that some documents must be released to federal inspection and it is inappropriate to provide access to the details of an entire employment history. It makes sense that nothing should be placed in the file that employees aren’t aware of.

There are some other factors I don’t know I would have ever considered when setting up a system of personnel records.

Following are the most important items to exclude:

* Any writing regarding the employee’s performance that the employee has not seen should not be in the file. For example, while the performance evaluation that was presented to the employee should be in there, a complaint memo from a department manager about an error the employee made that was never shown to the employee should not.

* Working notes or logs that a supervisor has kept for her own benefit, usually to assist in the drafting of a performance evaluation. The notes should be destroyed after documenting anything of importance in the annual performance evaluation.

* Any medical information (including drug testing information) about the employee from any source should never be in the employee’s personnel file, but rather in a separate, more restricted confidential medical file. This separate medical file could also include any medical-related information such as documents related to Workers’ Compensation, FMLA and ADA.

* Complaints or investigation reports (harassment, discrimination, ethics, licensing etc.). Any complaint about an employee that is subject to an investigation should not be in the employee’s personnel file, but in a separate complaint file. For example, if an employee is accused of sexual harassment, the only thing that should be lodged in the personnel file is any disciplinary action taken against the employee or a substantiated report of wrongdoing — but not the original complaint or investigation notes.

* These items also should not be kept in a personnel file, but in separate, confidential files:
o Hiring Documents, such as letters of reference, background investigation reports, or I-9s
o EEO Statistical Information for the EEO-1 Report
o Payroll records

In short, to manage all of this personnel information we suggest four sets of files:

1. A personnel file for each employee
2. A separate medical file for each employee
3. One folder that has Forms I-9 for all employees
4. A file (or set of files) for all employee payroll records

Ellen Aldridge, who wrote the Blue Avocado piece, also provides a downloadable check list of items to include. She follows the material cited above with information about what things employees can add to their files, how long you need to keep information, how to store the files and suggested policies and protocol for accessing and reviewing files.

The one thing I questioned, (literally-I ask about it in the comments section of the article), is the suggestion that notes a supervisor has been keeping to base a performance evaluation on be destroyed. The supervisor might be documenting incidents of absence, mishandling of cash or even episodes when customers praised an employee to a supervisor or were witnessed using exceptional judgment and initiative. Wouldn’t you want to retain this evidence if the employee challenged a poor evaluation or to defend the employee against potential layoffs?

There hasn’t been a response to my comment as of publication time. Perhaps the the advice will be to formally include these records as part of the evaluation and the destruction advice refers to informal handwritten notes versus a spreadsheet the supervisor has been maintaining.

If anyone has insight or wants to share their own best practices, I would be interested to learn the answers. My guess is that a modified version of these practices should be applied to volunteer records as well.

Trespassing Won’t Make You Many Friends

The Non Profit Quarterly had a piece by Simone Joyaux which I suspect reflects what will be the necessary practice in fund raising for the future.

She asks fund raisers to stop asking their board members to trespass on their family and friends.

Trespassing is when you ask your friends or colleagues to give gifts and buy tickets . . . just because they are your friends and colleagues. This is the personal and professional favor exchange. This is obligation to a person rather than a cause. It’s a lousy way to raise money. It’s offensive. It alienates the asker and the askee. And it’s not sustainable.

[…]

How often have you, as a fundraiser, asked your board members to name names? How often have you asked them to bring in a list? Did you ask your board members to write notes on the letters that you planned to send to their list?

I say again, trespassing is a bad idea. It alienates board members. It alienates the friends and colleagues of board members. It doesn’t produce loyal donors or sustainable gifts.

Joyaux advises asking board members to suggest those they believe might be interested in supporting one’s organization and then inviting them to learn more about the organization. In the process of interacting with these people, one can gauge whether they are interested in what the organization does and perhaps what specific manifestation of the mission they may be disposed to supporting. From there you can work on cultivating a relationship with them that may see them more involved with the organization.

This suggestion isn’t terribly earth shattering or new. I have heard Kennedy Center President Michael Kaiser say this is essentially what he does to garner support for the organizations he leads. When I first heard him speak about how he evaluates what people may be interested in and only really approaches them in relation to their interests, it seemed a less daunting and more considerate approach than soliciting everyone for every cause, even though it is much more time consuming.

As Joyaux notes, existing supporters like board members are probably going to be more comfortable implementing an organizational relationship building approach. After all, they invested the time to develop their personal relationships with friends and colleagues. While they may be willing to donate the fruits of that investment to their favorite non-profit, those relationships were built on entirely different circumstances which may not be entirely compatible with a request for support of a non-profit.

Now that social media allows people to be approached for their support every time they turn on a computer or pick up the phone, it is likely that only those organizations that take the time to cultivate a relationship with people will earn sustained support.

Not that social media won’t be a good tool for keeping people engaged with the organization’s work. It may just not be the strongest method for the organization and individual to gain a good mutual understanding and appreciation of each other’s priorities.

N.B. My apologies. Some how I ended up omitting the link to Joyaux’s piece when I first posted this entry.

What’s Good For The Grágás Is Good For The Arts Organization

I was reading that Iceland is in the process of updating it constitution and is soliciting feedback from its citizens. The constitutional council is posting drafts of each section online and are integrating some of the responses into the constitution. Actually, because so much of the activity is occurring online, they have suggestions from an international audience via their Facebook page. I am not sure if they have implemented international suggestions, but the people running their Facebook account seem to be doing a pretty good job of responding to those who post about the process.

I was thinking that this might be an approach that an arts group looking to serve a community might use as they began to generate an organizational structure. There seems to be some wisdom in getting everyone involved at the point of constructing the framework and having them continue to feel invested in the organization years into its operation because it has taken the community’s needs into account. A barn raising of the Internet age, if you will.

Of course, the tricky question is the degree to which you involve everyone. Trying to please everyone on a committee doesn’t end up pleasing anyone as we well know. There has to be a small group of people deciding what the focus of the discussions will be about. That is the function the 25 member constitutional council in Iceland serves.

On the other hand, going into the process with a lot of pre-conceived notions around which you will plug in community suggestions might also yield a product that no one really gets excited to be involved with. Deciding from the outset the organization will do Shakespeare when the community indicates a live music and visual art center is needed, for example.

Crowd sourcing feedback is probably never going to be a substitute for the good judgment based on hard work and research that starting any business requires. A serious look at demographics may show that the population can’t support a music and visual arts center for more than five years versus the prospects of a destination Shakespeare festival. However, using social media tools to disseminate information about why a music and visual arts isn’t going to viable may garner a good deal of faith and respect in the burgeoning organization when the community clearly sees they have done their homework.

Obviously, the same process can be used by existing organizations to strengthen their place in their community or even realign themselves with the existing needs. Iceland isn’t starting from scratch, after all. But there has to be real conviction in the organization to effect change. There can be a lot of organizational inertia trying to keep things from truly changing. If the change is coming due the realization that the faith and investment of the community has been lost, there could be a lot of resistance to overcome before truly constructive conversations about changes can transpire.

By the way, Grágás refers to the Grey Goose laws of Iceland that were in use until the 13th century. Therefore, I took some poetic license in the title of the entry to make it fit the goose-gander saying. The constitutional council using social media is known as Stjornlagarad.