2015 United Way of the National Capital Area. Annual Community Meeting

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1 2015 United Way of the National Capital Area Annual Community Meeting

2 Welcome

3 Agenda 8:00 am 8:30 am Registration, Breakfast and Networking 8:30 am 8:40 am Welcome 8:40 am 8:45 am Comcast Sponsor Spotlight: Internet Essentials 8:45 am 9:00 am United Way of National Capital Area 9:00 am 9:20 am The Re-Frame Lessons from a Nonprofit Warrior 9:20 am 10:00 am Got Your Attention? Earn the Interest, Participation and Support of Donors, Funders, and Volunteers 10:00 am 10:40 am Nonprofit Expo and Networking 10:40 am 11:00 am Successful Board and Staff Transitions Equals Sustainability 11:00 am 11:15 am Question and Answer Session 11:15 am 11:30 pm Raffle Drawing and Closing Remarks 11:30 am 12:00 pm Nonprofit Expo and Networking

4 Thank You to our Sponsor

5 Comcast Sponsor Spotlight: Internet Essentials Stacy Burnette Senior Director, Government and Regulatory Affairs, Beltway Region Comcast Cable Corporation

6 United Way of the National Capital Area Rosie Allen-Herring President & Chief Executive Officer United Way of the National Capital Area

7 The Re-Frame Lessons from a Nonprofit Warrior Dr. Sheryl B. Chapman Executive Director The National Center for Children and Families

8 LESSONS FROM THE HELM Embrace a theory of change using self as the primary strategy. Cultivate leadership skills sets which are necessary to make diversity highly beneficial for the nonprofit mission. 8

9 LESSONS FROM THE HELM Utilize conceptual frames flexibly to foster professional growth, innovation and the persistent pursuit of excellence. 9

10 LESSON # 1 No company, small or large, can win over the long run without energized employees who believe in the mission and understand how to achieve it. Jack Welch 10

11 DRIFTING MISSIONS AND STAGNANT OR STUCK ORGANIZATIONAL CULTURES Leaders are responsible for ensuring performing organizational cultures. Leaders establish how we be in the workplace and this is more important than what we do. 11

12 DRIFTING MISSIONS AND STAGNANT OR STUCK ORGANIZATIONAL CULTURES Change is today s diet and sets the macro stage for micro impact. The mission focuses the culture and must be prominent in all transactions. The mission forges attunement which fosters professional trust. 12

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14 LESSON # 2 A lack of transparency results in distrust and a deep sense of insecurity. Dalai Lama 14

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17 INADEQUATE TRANSPARENCY AND PUBLIC SCRUTINY It is important that the leader models and supports others in being vulnerable in the arena. Secrecy and safety inhibits authentic dialogue and problem-solving. It is better to invite public scrutiny than to hide from it because such visibility attracts investors and invites collaboration which generates support. 17

18 LESSON # 3 Your assumptions are your windows on the world. Scrub them off every once in a while, or the light won't come in. Isaac Asimov 18

19 LESSON # 3 19

20 CULTURALLY INCOMPETENT COMMUNICATION AND RELIANCE ON STEREOTYPES AND ASSUMPTIONS: A charity or a nonprofit cannot be managed like a charity ; it is a business. The line staff relationships are the real products; the leader must create ways to understand them and to support their unique contributions. 20

21 CULTURALLY INCOMPETENT COMMUNICATION AND RELIANCE ON STEREOTYPES AND ASSUMPTIONS: Cultural miscommunication cannot become the elephant in the room or be minimized and ignored; it will destroy morale and the products will depreciate. Timely and quality data counteracts assumptions and stereotypes, while promoting productive relationships. 21

22 LESSON # 4 Content builds relationships. Relationships are built on trust. Trust drives revenue. Andrew Davis 22

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25 SURVIVAL MODES AND CHASING REVENUE AS THE NORMAL Understand your agency s expertise and consciously develop a competitive advantage. Never seek funding which the organization is not already prepared to deliver on! 25

26 SURVIVAL MODES AND CHASING REVENUE AS THE NORMAL All staff and volunteers are members of the development team, because they are the face of the organization. Never living above our means is also a responsibility of everyone in the organization. Celebrate that. 26

27 SURVIVAL MODES AND CHASING REVENUE AS THE NORMAL Take the time to plan. It is 90% of the work. If your team is doing otherwise, its probably just spinning in a reactive crisis cycle. Take the time to appreciate absolutely everything that is given to your organization and always say thank you! 27

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29 LESSON # 5 The millennial generation has arrived. 60% of the workforce are millennials. They are not motivated by money. They want to make a difference. Charles Day 29

30 MISUNDERSTANDING THE MILLENNIAL GENERATION IN THE WORKPLACE For goodness sake.let them talk and make decisions. Millennials can teach old school new tricks. Their brains still incorporate considerable creativity and can stimulate innovation by others. 30

31 MISUNDERSTANDING THE MILLENNIAL GENERATION IN THE WORKPLACE Millennials have a different generational orientation to self-efficacy and are more comfortable with interdependency. It is important to embrace their independent thinking yet reinforce/support their independent action. 31

32 Strategic tactics to foster professional growth, innovation and the persistent pursuit of excellence are essential. 32

33 THE IMPORTANCE OF CHARACTER Admits failure in order to be better. Allows for self-disclosure in order to be intimate. Promotes personal confidence and self-esteem. 33

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36 RE-FRAMING Personal agility in shifting conceptual frames to address complex social issues and human need as a nonprofit executive. 36

37 POLITICAL 37

38 SYMBOLIC 38

39 STRUCTURAL 39

40 HUMAN RESOURCES 40

41 THE NONPROFIT WARRIOR Is plotting the next battle while their people are celebrating the recent victory. Is never discouraged by defeat but seeks the opportunity to become increasingly masterful as a result. Is able to balance being both very significant (claiming) yet not important at all (not owning). 41

42 Dr. Sheryl Brissett Chapman Executive Director The National Center for Children and Families (NCCF) Questions or Comments: 42

43 Got Your Attention? Earn the Interest, Participation, and Support of Donors, Funders and Volunteers Sam Horn Author, TEDx Speaker, Branding Expert The Intrigue Agency

44 Got Your Attention? Motivate People to Give You the Respect You

45 Nonprofit Expo and Networking Break

46 Successful Board and Staff Transitions Equals Sustainability Lisa C. Burford President LCB Consulting, Inc.

47 The Transition Process What is involved in the Transition process? Decision to leave (private) Departure announcement (internal and external) Organizational shift (interim, vacancy, replacement) 47

48 Developing a Sustainability Plan Ask the Board and Staff? 1. What is the main purpose of our organization? (mission & vision) 2. How well does our mission align with the needs of the community? 3. What are we trying to accomplish with our programs or services? 48

49 Developing a Sustainability Plan Ask the Board & Staff? 4. Do we fill a gap in services? 5. How do we see ourselves, our role, and our relationship to the community we serve? 6. How many and what kinds of people (skills), do we need to run our programs? 7. What organizations should we collaborate or partner with to maximize impact? 49

50 Now what? You have answered the questions You know where you stand as an organization Now it is time for CAPACITY BUILDING! 50

51 Final Tips 1. Create a job description for the position of today and tomorrow. 2. Document the practices and procedures 3. Keep the Board and staff informed 4. Establish a planning taskforce 5. Have the conversation annually 51

52 Questions And Answers

53 Raffle Drawing and Closing Remarks

54 Nonprofit Expo And Networking