Jul 19, 2016 | Leadership, Transition & Change
In 2011, the Meyer Foundation and CompassPoint Nonprofit Services produced a research report “Daring to Lead” that surveyed 3,000 nonprofit executive directors and revealed a forecast of significant impending workplace transitions, with 67% of executives reporting that they expect to leave their jobs over the next five years.
Today, while we see many leadership transitions occurring among the Baby Boomer population, “what was once characterized as a pipeline problem can now be described as a bottleneck, as many individuals are choosing to work beyond the traditional retirement age due to a variety of reasons, including a prolonged economic recession,” reports the William and Flora Hewlett Foundation in “Moving Arts Leadership Forward.”
This reality requires organizations to examine its greatest asset – its people, their roles, and career paths – in strategic and creative ways. Workplaces can expect a robust boomer presence through at least 2034, when the youngest boomers will turn 70. This reality impacts Gen X-ers and Millennials aspiring to executive positions, where the wait time for succession is often longer than they would like.
While there was once a question of whether there were enough capable professionals to succeed an organization, now the challenge is more focused on developing and retaining early- and mid-career professionals in an environment of limited opportunities for formal advancement.
While not alone, nonprofits as a sector have considerable challenges in addressing this leadership reality, as they:
– Tend to be small-to-medium size operations and, as a result, are not likely to have as many resources to address strategy, planning, and leadership development.
– Are often institutions with a culture of group decision making, where business gets done through committees and boards of directors – a process that can create added delays and complexity.
– Can be highly funder-dependent, and any transition – especially with an organization’s top leadership – can threaten these vital relationships and the very future of the organization itself.
– Frequently are lead by an original founder or long-time executive. Over time, the top leader and the organization itself are inextricably connected. When this leader goes away, so could the organization.
– Often do not have sufficient reserves (if any at all) to weather an economic downturn, exposing the organization to significant financial vulnerabilities. Leadership transitions and professional development of its people, if not handled properly, can further intensify this situation.
– Sometimes have boards of directors who are unprepared to handle the transition and select and support new leaders. Despite over a decade of attention to this issue, executives and boards are still reluctant to talk proactively about succession, with just 17% reporting that their organizations had a written succession plan.
We must not overlook these pivotal leadership priorities for the development opportunities that they are. Properly and proactively managed, these changes and transitions provide an organization a period to pause, reflect, regroup, and focus. It’s a unique opportunity to examine strategic direction, priorities, and chart a future course. The key is not merely to endure it, but to emerge stronger and more dynamic from it.
You may be interested in these related blog posts:
Executive Leadership Transition and Organization Preparedness
Succession Planning: Conversation Avoided
About Jeanie Duncan: Jeanie is President of Raven Consulting Group, a business she founded that focuses on organizational change and leadership development in the nonprofit sector. She is a senior consultant for Raffa, a national firm working with nonprofit clients to lead efforts in sustainability and succession planning, executive transition and search. Additionally, Jeanie serves as adjunct faculty for the Center for Creative Leadership, a top-ranked, global provider of executive leadership education.
Jun 17, 2016 | Transition & Change
In 2011, the Meyer Foundation and CompassPoint Nonprofit Services produced a research report “Daring to Lead” that surveyed 3,000 nonprofit executive directors and revealed a forecast of significant impending workplace transitions, with 67% of executives reporting that they expect to leave their jobs over the next five years.
Today, while we see many leadership transitions occurring among the Baby Boomer population, “what was once characterized as a pipeline problem can now be described as a bottleneck, as many individuals are choosing to work beyond the traditional retirement age due to a variety of reasons, including a prolonged economic recession,” reports the William and Flora Hewlett Foundation in “Moving Arts Leadership Forward.”
This reality requires organizations to examine its greatest asset – its people, their roles, and career paths – in strategic and creative ways. Workplaces can expect a robust boomer presence through at least 2034, when the youngest boomers will turn 70. This reality impacts Gen X-ers and Millennials aspiring to executive positions, where the wait time for succession is often longer than they would like.
While there was once a question of whether there were enough capable professionals to succeed an organization, now the challenge is more focused on developing and retaining early- and mid-career professionals in an environment of limited opportunities for formal advancement.
Obviously transitions raise a long list of issues that point to the complexity and difficulty of such pivotal moments. While there are no simple solutions, changes in leadership can be addressed positively and proactively and strengthen the organization as a result.
– At a minimum, an organization should have an emergency transition/succession plan if an Executive Director is suddenly unable to perform his or her duties. Many boards of directors are underprepared to handle the transition and selection and support of new leaders, with just 17% reporting that their organizations have a written succession plan (per Daring to Lead 2011).
– Often, nonprofit institutions have a culture of group decision-making – a process that can be complex and create delays. A board can address this issue in its bylaws, empowering a small representative group (executive or personnel committee, for example) to act on its behalf – in situations like this and others.
– Have written job descriptions and a performance evaluation system in place for all staff. This is especially critical for the Executive Director position. Board leadership should have familiarity of the Executive’s core role and functions and how well the individual is performing against agreed upon goals.
– Institute a culture of ongoing cross training among staff, whereby individuals have a clear understanding of one another’s responsibilities – especially among the leadership team.
– If possible, an organization’s key donor relationships should be shared by the Executive Director and other members of the staff and board. This helps lessen vulnerability, share fund raising responsibility, and ensure that vital donor relationships are held with the organization and not exclusively with a particular leader.
– Nonprofit groups often do not have sufficient reserves to weather significant challenges, exposing the organization to financial vulnerabilities. Leadership transitions, if not handled properly, can intensify this situation. However, advanced planning and good management allows even the smallest organizations to build a few months’ operating reserve.
These strategies are critical to developing leaders and preparing for both short- and long-term transitions. In the case of a longer-term planned departure, these actions can be coupled with broader assessment and planning, presenting an organization with a unique opportunity to examine strategic direction, priorities, and chart a future course. The key is not merely to endure transitions, but to emerge stronger and more dynamic from it.
You may also be interested in these related blog posts:
Succession Planning: Conversation Avoided
Challenges to Addressing Leadership Transitions
About Jeanie Duncan: Jeanie is President of Raven Consulting Group, a business she founded that focuses on organizational change and leadership development in the nonprofit sector. She is a senior consultant for Raffa, a national firm working with nonprofit clients to lead efforts in sustainability and succession planning, executive transition and search. Additionally, Jeanie serves as adjunct faculty for the Center for Creative Leadership, a top-ranked, global provider of executive leadership education.
Apr 19, 2016 | Leadership, Transition & Change
As a newly appointed executive leader, one of the most important priorities is to establish your leadership agenda for the first twelve months. Typically this follows the 90-day entry plan and outlines what you expect to accomplish at the conclusion of your first year. Additionally, it can be an ideal tool for your board to measure your first year performance.
If your organization has a current strategic plan, this document is aligned closely with that. However, if strategic plan development is a first year action item, this 12-month leadership agenda can help organize your thinking and outline key goals and strategies to chart the course initially.
Helpful tips in developing your agenda:
- Co-design the leadership agenda with your board chair, involving members of your board personnel committee or transition committee, if existing.
- Keep the document focused at a high, strategic level. Incorporate an adjoining action plan for your own personal use in implementation.
- In goal setting, balance realism with the appropriate degree of stretch to help manage expectations.
- Keep the leadership agenda front and center, using it as a guide to organize your weekly priorities and as a report card for board meetings.
- Adapt and revise the document through the course of the year. This is a living, breathing tool – things change, and you’ll learn a lot along the way that will inform this roadmap.
To help you get started, I’ve included a sample template here (PDF). Good luck charting your path, and remember “If you don’t know where you are going, any road will get you there.” – Lewis Carroll
About Jeanie Duncan: Jeanie is President of Raven Consulting Group, a business she founded that focuses on organizational change and leadership development in the nonprofit sector. She is a senior consultant for Raffa, a national firm working with nonprofit clients to lead efforts in sustainability and succession planning, executive transition and search. Additionally, Jeanie serves as adjunct faculty for the Center for Creative Leadership, a top-ranked, global provider of executive leadership education.
Oct 6, 2014 | Coaching
Individuals come to coaching via different pathways and that path can make a big difference whether you meet it with openness or resistance, or a point somewhere in between. One thing for certain, to be successful, coaching cannot be forced.
Your perception of coaching greatly affects your readiness to benefit from having a coach. If it’s just a status symbol, a job perk, or a development tool being prescribed to you, it’s less likely that you’ll be open and commit the time and effort it takes to assess and change your behavior.
If you believe that your organization or boss is punishing you by asking you to get coaching, you may feel that it’s demeaning or a waste of time. But if you see coaching as a powerful tool to cultivate self-awareness, tap into your strengths, and facilitate learning, you’ve taken the first step toward realizing its value and benefit. It’s a good idea to assess your readiness for what will be a serious commitment, and at times an uncomfortable experience, as you stretch and grow through a coaching relationship.
Review the following and consider your response to help you determine your coaching readiness:
- I have or can make available the time for regular coaching sessions and for any action items that a coach might request, such as goal setting, assessments, and development activities.
- I want to make changes for myself, not for someone else.
- Coaching is happening at the right time and place in my life.
- I trust in the coaching process and believe that it will serve my learning and development.
- I am willing to eliminate or modify self-defeating behaviors that limit my success.
- I am open to receiving and reflecting on feedback that supports my growth and development.
- Hiring a professional coach is not a sign of weakness, but a worthwhile developmental strategy and worth the investment.
- I don’t feel resistance to engaging a coach and believe that coaching will make a difference.
In addition to the above points in considering a coaching relationship, there are challenges and complexities that arise in your life and work that can make it especially timely to seek external support and a strategy partner through coaching. You and/or your organization may be:
- Experiencing significant change and transition.
- Stuck, or not growing as you believe you could be.
- Unclear on where you need or want to be in five years.
- Experiencing increased complexity in your role and organization.
- Seeking a confidential, safe space where you can express concerns and challenges.
- Working too hard for the results you’re getting.
- Dealing with a high degree of stress, which is taking toll on your health and relationships.
- Unable to build a great team you trust and that works well together.
- Struggling with ‘managing it all’ and maintaining boundaries.
Understanding why you seek coaching and what you bring to the coaching relationship will make you more effective as a partner in creating an optimal experience. Think about your situation, motivation, learning style, and ability to use resources and relationships for growth. Now may be the ideal time to explore options for your growth and how coaching can be a significant accelerator for it.
About Jeanie Duncan: Jeanie is President of Raven Consulting Group, a business she founded that focuses on organizational change and leadership development in the nonprofit sector. She is a senior consultant for Raffa, a national firm working with nonprofit clients to lead efforts in sustainability and succession planning, executive transition and search. Additionally, Jeanie serves as adjunct faculty for the Center for Creative Leadership, a top-ranked, global provider of executive leadership education.
Mar 18, 2014 | Leadership
Authenticity is not something we have or don’t have. It’s something we practice – a conscious choice each day of how we want to live, show up, and be real in who we are. It’s about letting our true selves be seen. And for me, it can feel resonant, exhilarating, and terrifying all at once.
When I think about authenticity, I think about how we are drawn to deeply real people. In my work as a leadership development educator and facilitator, I often see this in the classroom. Just the other day, my co-facilitator was delivering a part of our program on organization change. He shared a personal story about leading a major change initiative for an international Fortune 100 company. As the group listened, I imagined that some fully expected an account of how well it went – of how he did all the right things, executed critical steps in perfect text-book form, and everyone came along with the change.
While some things did go well, much of what he shared was about the missteps…of what went wrong, what he wish he’d done differently, and what he learned from the complex navigation of change across a large global company with competing divisions, goals, and priorities.
What I witnessed in our participants was a building in the level of engagement, belief, and trust. This guy could have told his story so differently. He could have pointed out the positives and insulated himself and his leadership by jumping over the tough spots and failures. To do so would have created a divide with the participants and resulted in a missed opportunity to connect and exhibit vulnerability.
Before writing this post, I reviewed in my mind the characteristics I’ve observed in the most authentic people I’ve met. Most of the qualities come directly from being rather than doing. Here’s my list:
- Knowing yourself and being comfortable in your own skin
- Being vulnerable – Letting go of what people think and embracing who you are
- Having courage – Being willing to move out of your comfort zone, take risks, and play it unsafe
- A willingness to admit to and learn from failure
- Being honest – Choosing being real over being liked
- Compassion
- Gratitude
- Expressing your own creativity
What characteristics make your authenticity list? How do you recognize if you are accessing your own authenticity?
“To be nobody-but-yourself in a world which is doing its best, night and day, to make you everybody-but-yourself means to fight the hardest battle which any human being can fight – and never stop fighting.” E. E. Cummings
photo credit: Ara Pehlivanian via
About Jeanie Duncan: Jeanie is President of Raven Consulting Group, a business she founded that focuses on organizational change and leadership development in the nonprofit sector. She is a senior consultant for Raffa, a national firm working with nonprofit clients to lead efforts in sustainability and succession planning, executive transition and search. Additionally, Jeanie serves as adjunct faculty for the Center for Creative Leadership, a top-ranked, global provider of executive leadership education.
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