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January, 2009 -by Peter C. Brinckerhoff

This Month's topic: Organizational Transparency Revisited


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Training Available:
Mission-Based Management In Difficult Financial Times

This training, available in full-day or half-day formats, is essential for nonprofits struggling to make ends meet. Based on a chapter in my book Nonprofit Stewardship, the session covers such important topics as "Signs of Organizational Trouble" "Strategic and Tactical Responses to the Crisis", "A Leadership Checklist", and an Organizational Decision Tree."

This popular training is in demand everywhere. As you can see from looking at my schedule, I'm going to be presenting it a number of times over the coming months in the US, Australia and New Zealand.

If your group is interested in booking this session or any other of my training topics, email me or call 217-341-3836.
This Month's Topic: Organizational Transparency

Sites of the Month

Each month, this area provides with a number of my favorite and most helpful sites regarding the topic of the month.

Management Tip of the Month

Each issue, I start with a discussion of my management perspective on the month's topic, and give you a few hands-on ideas to consider.

Recommended Publications

Here, I provide you with my recommendations on the  materials available that can help you become more mission-capable in the area of  Organizational Transparency.

Technology

I provide you with some good ideas for uses of tech to better your organization in the area of  Organizational Transparency.

Marketing Tip

So much to say, so little space to say it.....

Next Issue

In February,  we'll look at an increasingly important issue for all of us : Different Generational Cultures.

Past Issues:
You can see the topics of past Mission-Based Management Newsletters, and then view those that are of interest to you, by scrolling to the bottom of the newsletter, or by clicking here.

Websites of the Month

Here are my recommendations for websites of interest on this month's topic:  Organizational Transparency:

www.guidestar.org/DisplayArticle.do?articleId=1072 A good definition from Guidestar.
beth.typepad.com/beths_blog/2008/02/transparency-an.html An interesting spin on this from Beth Kanter's blog (which I recommend, by the way)
www.guidestar.org The big dog in the group: Guidestar
www.charitynavigator.org Another large watchdog: Charity Navigator

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Management Tip of the Month
Organizational Transparency

This is a subject that most readers should be familiar with, but one I wanted to take a renewed look at given how much has changed in the field since I last addressed transparency in this publication in June, 2004. Being transparent is no longer a choice: It's an expectation of funders, donors, the community, and the media. The web allows you to do this easily and cheaply. But first, you  have to make it a priority, and I give you a number of ideas on this in the Tech Tip below. That said, I want to focus on this:

Transparency should not simply be for "outsiders". It should not stop outside the organization's door. It should also thrive inside your organization. Each staff member and volunteer, each committee and work group, every manager and senior manager should be open, available and accountable to others. Why? Because when organizations are internally transparent there is more engagement, more employee satisfaction, more good ideas thrown at problems, and less gossip and paranoia about what's going to happen.

You may think your organization is transparent now. If so, good, but answer the five questions below before you pat yourself on the back. You might be surprised.

1. In your last strategic plan update, did you share the draft plan with everyone in the organization (all staff and volunteers) for comment? (Same question for your marketing and tech plans, of course.)
2. Are all staff invited to every board meeting? (They should only be invited as observers, not participants.)
3. Are the minutes of every board and board committee meeting as well as every staff meeting available online in the staff section of your website?
4. Do you share your draft budget with every staff member to get input?
5. Do you encourage ideas from staff on how to improve service or solve problems? 

If the answer to any of these questions is no, my question to you is why not? What do you gain by not sharing information? How does your organization, your mission, benefit by keeping information close to the vest?

Here's the truth: it doesn't. By locking out people, you lock out their minds, their ideas, their engagement. You're already paying for all of their brains? Why not use all of the resource you've paid for?

There are two ways to look at information and transparency. Both are true, but you have to pick which way you'll run your organization. Here they are.

1. Knowledge is power. If I keep all the knowledge to myself I keep all the power.

2. Knowledge is power. If I share all the knowledge, we all get powerful together.

Which kind of organization would you like to work for? To volunteer in? One that shuts you out of the decision/information process, or one that embraces you in it? One that respects your ideas or one that says "Wait on the sidelines, we know what's best for you".

OK, you get the idea, but if you still need convincing, look at some of the readings listed below. They may bring you over to the side of this discussion that will really, really benefit your organization as a result of being transparent both inside and out.

And, take a look at the marketing and tech tips for some thoughts on external transparency as well.

If you found this hint helpful, there are lots more management, marketing, and technology ideas for you in the "Ideas" section at www.missionbased.com. Check them out--they're free.

And, remember to take a look at the Mission-Based Management Blog.

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Print Resources

My recommendations for texts and other readings on Organizational Transparency.  The first three deal with my admonitions above about internal transparency. Jason's book on Benchmarking is essential to make your case outside the organization. 

The Wisdom of Crowds, by James Surowiecki

Open Book Management, by John Case

The Three Signs of a Miserable Job, by Pat Lencioni

Benchmarking for Nonprofits, by Jason Saul

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Technology Tip 
Organizational Transparency...and  Technology!

Organizational transparency is a task that lends itself to technology. If you want to be visible, go online. If you want to be visible inexpensively, go online. And, if you want to be dumb about it, go online without a plan.

Like everywhere else in your nonprofit, technology is an accelerator of a good idea, not a substitute for one. Jim Collins said it in Good to Great, and he's 100% correct. So, you need a plan for how to be more transparent. Here are some ideas:

First, make access to the information you want to share easy and accessible. Three clicks is all you have before people get confused, or frustrated, or just leave your site. So how you group things and how you label them is important. If you are like most nonprofits your website starts with homepage that has a menu bar that has titles like "Programs", "Donate", "About Us", "Contact Us" and the like. Make sure you add drop down (what are called OnOver) lists to these categories. Then, when someone's mouse passes over "About Us" a list drops down (or up) noting what's included on the "About us" page. This helps avoid random clicking, and using up your three clicks.

What do you want on your website? At least this:
  • Your most recent IRS 990 form.
  • Your most recent audit.
  • Your current strategic plan.
  • Your most recent annual report showing progress, outcomes, etc.  See Benchmarking for Nonprofits for help here. The idea is to make your case directly to people.
  • Your organizational conflict of interest policy.
All of these should be in .pdf format for easy downloading, and I would include links to these items not only in "About Us" but also on your pages for donors and potential staff and volunteers.

What else? MORE information about your board and management teams. Include their names, of course, but also add links to their resumes. As a donor, I want to know about the background of the people leading the organization.

Finally, remember to put links to all of this information on your organization's pages on Guidestar and Charity Navigator. Don't just let those sites rate you. Add your own information, and keep it current!

If you found this hint helpful, there are lots more management, marketing, and technology ideas for you in the "Ideas" section at www.missionbased.com. Check them out--they're free

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Training Schedule for Peter Brinckerhoff

Below you'll see the date, location, and topics of public training I'm currently scheduled to do in the next few months. For more information on a particular speaking engagement, get in touch with the contact person listed in the right hand column, or email me.

For more information on my availability throughout the next 12-18 months, available topics, sample agendas, and fees go to www.missionbased.com/training.htm

1/7-8/09 Dallas Business Development NISH
Grant Harrison
gharrison@nish.org
1/22/09 San Antonio Generation Change/Mission-Based Management In Difficult Times AFP San Antonio
Mary Downey
marydowney@sbcglobal.net
1/23/09 Cedar Rapids, IA Generation Change Linn County Nonprofit Resource Center
Robert Untiedt
robert.untiedt@gcrcf.org
2/25/09  Sarasota Generation Change Community Foundation of Sarasota County
Susie Bowie
susie@cfsarasota.org
3/10/9 Melbourne Mission-Based Management in Tough Times and
Mission-Based Marketing
Not-for-Profit Network
Glen Ramos
glen@nfpn.com.au
3/11/09 Sydney Mission-Based Management in Tough Times and
Mission-Based Marketing
Not-for-Profit Network
Glen Ramos
glen@nfpn.com.au
3/12/09 Brisbane Mission-Based Management in Tough Times and
Mission-Based Marketing
Not-for-Profit Network
Glen Ramos
glen@nfpn.com.au

Marketing Tip

Organizational Transparency and Marketing

The first issue with transparency and marketing is this: Who are you trying to talk to with your information? Donors? Yes. Funders? Yes. The media? Yes. Volunteers? Yes. So, find out what they want and give it to them! It's basic marketing. 

In general, what they want is to know what you are doing (updated regularly), why it's so great, how what you are doing compares to national trends, and why the people that make decisions in your organization should be trusted to do so.

I have a list of things to include in the Tech Tip above, but the idea is to keep listening for needs and then including them in easily accessible formats online and in paper. When a reporter calls, listen for what he or she needs. If you can, put it on your website for the next time. Same thing for a large donor, or a funder.

Example: In my last website upgrade, I thought about all the things that my training clients ask for as they prepare their promotional materials for my training sessions with them. Stuff like pictures, biographical information, blurbs on my topics to include in their materials, etc. All of those are available on a part of my site to make their job (and mine) easier.

As you think through what to make transparent, think it through with the marketing cycle as your guide. Who are you talking to, what do they want, how can you give it to them. You'll be more focused and effective if you do.

If you found this hint helpful, there are lots more management, marketing, and technology ideas for you in the "Ideas" section at www.missionbased.com. Check them out--they're free.

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Future Topics for
The Mission-Based Management Newsletter....
February Different Generational Cultures
March Organizational Visibility and Reputation
April Nonprofit Blogs Worth Reading
Send me your topic suggestions at: peter@missionbased.com

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You asked, so here they are: Past Single-Topic Issues of the Mission-Based Management Newsletter...

2004 2005 2006 2007 2008
January Business Development Strategic Planning Generation Change  Conflict of Interest Reorganizing Your Board of Directors
February Fund Raising Leadership Accountability Generation Change and Your Staff New Communications Tools
March Volunteers Core Competencies Ethics and Management Admin Costs Generation Change and Finance 
April Financial Management Expanding to New Markets Staff Satisfaction New  Tech Ideas for Nonprofits Greening Your Nonprofit  
May On-line Marketing  Endowments  When Boards Cross the Management/Policy Line Generations Change and the People You Serve New Approaches to Social Entrepreneurism
June Transparency  Tech and Mission  Staff Rewards Mentoring Leadership
Development
July Nonprofit Start-up  Sustainability  Saying No to Community Needs Better Cash Planning Technology Planning 
August Governance Ethical Benefits  Board and Non-CEO Relations Small Nonprofits Vision, Mission, Values  
September Political Activities Entrepreneurship  Executive Transition Generation Change and Technology Budgeting In a Recession   
October Attracting and Retaining Younger Staff, Board, and Volunteers Internal Communications   Advocacy Crisis Management Disaster Planning  
November Outcome Measurement Board Recruitment  When Boards Fail Generation Change and Marketing Staff Recruitment & Retention  
December  Lifelong Learning Better Budgeting  Conflict of Interest  Signs of Organizational Trouble Measuring Mission   

 

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