Does my vision align with your expectation? That’s the question I want to ask in responding to a request to speak, or to photograph, or to facilitate a meeting, or to provide coaching or instruction. Often I’m spot on, but that’s not the point. The dialog of checking in is always helpful. And creating the opportunity to be pushed toward some change is crucial.

If they don’t align, what should change?  Did I not fully hear or understand you?  Or, after hearing my questions and concerns, are your expectations different.  At best, this is a dance, in which each of us gets a chance to lead, but we both welcome the process.

I’m writing this, having just emailed a “client” on this theme, and am feeling great that I’ve the confidence, the inquisitiveness, and the clarity to share my vision and hold it up for review.

Yes — life is a collaborative process!

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Telling my story . . .

April 16, 2012

As I work with non-profit boards, these are some of the questions I usually raise.  But you can use these on your own.  I’d welcome feedback about which are most important, which need to be changed, and what should have been included but was not.

Mission / Vision:  Does the organization have a clear mission statement, and a vision of what it seeks to achieve? At what point in time might the mission be accomplished? When has the board last revisited mission and vision? Are staff, board, and executive aligned on mission and vision?  Are mission and vision statements referenced when program ideas, and internal policies are being considered?  Does the board notice when stated mission and actual function are different, and can it take constructive action?

Stakeholders:  Who are the stakeholders, or potential stakeholders? How does the board connect with or represent the stakeholders? If some stakeholders are not in some way represented on the board, how does the organization maintain ties with them? To what groups does the organization feel itself accountable?

Board membership:  How are Board members chosen? Does the board include people with experience to evaluate and clarify the organization’s need for legal services, accounting, publicity, marketing, program development, fundraising human resources, etc.? Is the board primarily a policy-making body, or does it seek is it a “working board” (providing some of these services)? Are there term limits for board members? How does the board identify and cultivate new members with the right skills, experience connections, and commitment?  Is there a training protocol for new board members, and a regular check in with continuing board members as they get re-appointed?

Board  meetings:  Are board meetings well attended lively events, that engage the board and that result in useful dialog and decisions?  Do board members come away excited and involved? Is there a clear agenda, with board questions presented in enough detail and accompanied with enough background material?  Are meetings run in a manner that encourage candid sharing, creative problem solving, and the generation of consensus whenever possible?  Is the board able to listen carefully to minority views, to see how these might provide helpful insights and guidance?  Are minutes taken carefully, and then reviewed by the board? Read the rest of this entry »

On crafting a vision statement

September 10, 2010

So often I find myself writing to a client, or to group that I’m working with, and find that I’ve really written a short essay that deserves broader readership. That happened this morning, when a coaching client, director of a non-profit social service organization, wrote to me:

I really want to work on “the vision thing”.  But if I can’t articulate a vision for [our organization], I don’t know how I can get the staff or the Board to buy in.

I told him that this conclusion certainly didn’t follow for me, and then offered the following explanation:

Even if you don’t have a comprehensive and clear vision, you might understand the need for one, and might have in mind the outlines of a process that can move towards a vision.  In fact, if you had a very precise vision, that could become a problem itself, as you might be coming into the process without enough openness to what arises in the organization.

How is a “vision” formed?  I believe that it typically reflects several things (which I’m not listing in any particular order):

  • The character of your organization.  If you’re spiritually based, that faith might be central.  Whatever values and beliefs characterize the organization will figure strongly into the vision.
  • The needs of your community.  Your focus is on service, and a sense of the needs around you will help guide your vision of what needs to be done.
  • The capabilities of your organization, and of your staff.  Your organization is not a job training school, not a hospital or clinic, but a cluster of very specific constructive programs.  Those are clearly the starting point, and the ultimate vision will probably have something in common with them.
  • An understanding of social and economic change.  Energy and health care are dominant issues today, but were not so visible even a decade ago.  Connectivity via the internet, electronic privacy, and other new concerns are coming to the forefront.  An assessment of how they might impact your target populations will guide your visioning process.
  • Your current organizational governance community.  A vision that will guide you needs to be something that most, if not all, of your Board members and staff can in some way embrace.  That may require some education and work, but a vision that is too far from what these people can embrace will not be a vision that can actively guide your organization.

What’s the process?  I’d suggest that it begin by reviewing and updating this list, then taking account of which factors in each item are most significant.  There may, for example, be many changes in society that don’t and perhaps won’t impact your role in the community, and your program.  Then, you’ll need a process to review these, and put together a draft list of key points … which might get refined into a more polished statement.

Your role is not to articulate the conclusion, but to motivate people to join in the process, to identify resources that can help you and you organization, to keep the process moving, and to connect the various groups that may be working independently (or at cross purposes).