Understanding the 5 Types of Complainers

“Be slow to attribute to malice or guile, that which can be explained by ignorance, incompetence, or muddling through.”
My modification of  from Heinlein’s Razor, stolen from Napoleon

Homeowner associations are unique among nonprofits.

In a homeowner association, everyone looks out for themselves.  And they don’t hesitate to break the rules and complain about others breaking the rules.

Rule-breakers and complainers fall into one of five categories. Continue reading Understanding the 5 Types of Complainers

How to Hold Mindful Conversations – Part 2

In our last post, we discussed three ways to structure conversations, even everyday ad hoc conversations, to achieve your objectives. Every conversation is an opportunity to build relationships, to coordinate activities, to plan for the future, to sell your ideas, to get ideas, or to recap the past.

Today, we add another structured conversation, with a specific focus strategic planning

Continue reading How to Hold Mindful Conversations – Part 2

How to Hold Mindful Conversations – Part 1

Mindfulness is an important buzzword these days. Basically, Mindfulness is the basic human ability to be fully present, aware of where we are and what we’re doing, and not overly reactive or overwhelmed by what’s going on around us.

We each hold dozens of conversations, mostly mindless conversations, every day. These are wasted opportunities to build relationships or coordinate activities or to plan for the future or recap the past. It is possible to focus a conversation so that it has a meaningful result by using some simple techniques. It is possible to plan your conversations. And after a smidgeon of practice, you can apply these techniques with little or no effort.

All the techniques seem to follow a specific pattern of topics, in a particular order:
get the facts, get the feelings, get the values (determine importance), generate options, and decide on actions. Here are some of the patterns:


ORID stands for Objective, Reflective, Interpretive, Decision. These are the most basic steps in a focused, mindful conversation. The ORID process applies almost everywhere. You can repeat the ORID as a building block at each step of the other processes. The evening after I was introduced to the ORID process, I was able to use it in 17 conversations with my wife without her noticing.

The first step calls for objective observation. “Just the facts, ma’am.” No opinions. No speculation. Just what we know to be true. “What happened?” “What has been your interactions with our board [or agent or support or representative?” “What was said?” “How did you come to that conclusion?” “How did the events unfold?”

The second step calls for reflection. You want them to express their emotions and mental associations. The first step asked for external data. This step probes the internal responses. “How did you feel about that?” “What was your reaction?” “What surprised you the most?”  Many people, eager to get to the point, skip this step. No. No. Nothing happens until the emotions are expressed. Dig them out.

The third step is interpretive. This is where we analyze what is going on. We select our decision criteria. We consider choices and implications. “What is important here?” “What is the central problem here.” “What is the root cause of our experience?” “Which criteria are more important than others?” “What are the options?” “How have others handled this problem?” “What decisions will we have to make?” Note that we now have a commonly held set of criteria before we make decisions, but only after expressing our emotions and feelings.

We make decisions in the final step. This is where we look at the options and make choices based on our decision criteria and values. This is where we make commitments to one another to take actions.

The McKinsey Pyramid

Barbara Minto developed the Pyramid to explain a logical analysis and presentation process. I discussed this process on a prior blog. Check it out.

The Six Hats

The Six Hats is a technique designed to reach group decisions on a proposed course of action. It involves six steps, also called hats. The first is explaining the process, then find the facts, then state what is good about the proposed, then discuss the risks. Now we get to venting emotions. The group discusses possibilities and actions in the sixth step. Of course, there is a recap of the process. I discussed this process in detail in a prior post.

There are more processes using this framework. In the next post, I will talk about using ORID in strategic planning, starting conversations, making tacical decisions, and possibly, like a lawyer.

Talk with you then.

Leadership at Amazon

Amazon has published a set of leadership principles. Great! Many organizations do that. But they have people, long-term managers, whose job is to see that new hires understand those principles and that the organization actually follows them.

The principles are easy to read but harder to apply. They are contrary to practices in many, if not most organizations.  For example, the customer comes before profitability.  Most companies follow the dictum of Milton Friedman that the sole purpose of a corporation is to increase profits.

Obviously, Amazon understands that the higher purpose of a corporation is to add value. Then profits come as a fallout of that value.

Another principle is ownership. Leaders are owners. They think long-term and don’t sacrifice long-term value for short-term results. They take ownership of issues and results.

Most of the other principles flow from these.

Dave Anderson, one of those Amazon leaders, has written an article, both humorous and sad, about outrageous responses to interview questions about these principles. Then he demonstrates an answer he loves. He posted it both on Scarlet Ink and on Linkedin. Go read it. You will be glad you did.


Are You Ready to Apply for Grants?

The Linkedin Grant Writing Networking Group created this grant readiness checklist.

It is interesting, although I like my list better.

I have not cleaned up the obvious grammatical, structural, and punctuation errors.

Organizations Grant Readiness
❏ What is the scope of work needing funding?
❏ Do you have nonprofit status at this time?
❏ Do you have a minimum of 3 years of clean tax audits?
❏ Have you implemented any project? If so, did you evaluate the project?

New Non­profit
❏ Where do you see this organization going?
❏ Do you have a strategic plan?
❏ What are the unmet needs or unique problem the organization is being created to meet? (Similarly, how is the organization unique in comparison to others providing similar services?)
❏ Who already funds your requests (some funders, like United Way, may not fund you if you receive awards or support from organizations that they fund.}
❏ Have you done a well­documented market analysis, complete with all the stats that support the unmet need for your mission and vision?
❏ Do you have your organization’s legal paperwork, history, mission and vision statements prepared and accessible?
❏ Is your accounting done in a standard non­profit method? Is your accountant available to provide needed financial data in a timely manner?

Organizational Status and Information
❏ Business Plan for organization
❏ Annual Budget for organization
❏ DUNS number
❏ Employer/Tax Identification Number (EIN)
❏ Registration with SAM; grants.gov and/or other appropriate agencies
❏ (501)c3 Status letter
❏ Bylaws and other governing documents Standard Documents (boilerplate)
❏ Organization mission and goals, population served
❏ Organizational chart and description of management structure
❏ Tax and financial data (i.e. past tax forms, audited statements)
❏ Resumes of key personnel and Board of Directors

Organizational readiness
❏ How do you plan to sustain the project


Strategic Planning in a Nutshell

Here are some questions that your strategic planning process should answer:

  1. What is your vision for the future? You should have this memorized before you even start. This vision rarely changes because it is the reason for your existence. It is usually stated in vague terms. It should contain no strategies, goals, nor values. This is a view of the outside world, not a description of your organization.
  2. What does the future look like in three to five years? This is specific. This is your practical vision. These comments represent the criteria you use to judge the rest of your plan. What do you expect to see, hear, feel? What is taking place?
  3. What are the roadblocks that keep you from achieving the practical vision? What are the kinks in the hose, the dragging brakes? What must change to achieve the practical vision?
  4. What innovative, substantial actions will deal with the underlying contradictions (the roadblocks) and move you toward your vision? These will give you your broad strategic direction. They typically build on your strengths.
  5. What will be your specific, measurable accomplishments in the first year? What will you accomplish in each quarter?
  6. What will you do in the first 90 days? Who will do these actions? When will they do them? What resources will they have? Who is responsible for tracking progress?

Now you have your strategic plan. Document it. Add it to your Operating Plan.

Now go do it.
Strategic Workshop Overview

The Thinker

Do You Really Want to Update Your #Nonprofit Strategic Plan?

It seems that about every three years nonprofits get an itch to update their strategic plan.

But do they realize what they are asking?

They are asking to scan the external environment for changes that impact their approach to achieving their vision. Then they review their current strategies to see if they are accomplishing their mission efficiently and effectively.

But this is worthless unless they put into place some Strategic Actions that are innovative and substantial.

Strategies without strategic actions are just paper weights.

Strategic actions that are not innovative are just the same old thing. Innovative means new and different. Not just what you are doing now.

“Insanity is doing the same thing over and over and expecting different results.”
– Attributed to Einstein, Mark Twain, an old Chinese proverb, and Benjamin Franklin

But most, if not all, nonprofits are already over-busy and over-scheduled. How do you fit in something new? You start by taking out your eraser and deleting something you are doing now. Hopefully, that will the be the least effective activity…or the least efficient. You may have to delete your favorite activity, or as author guides say, “Kill your darlings for the greater good.” This is really tough.

“Kill your darlings, kill your darlings, even when it breaks your egocentric little scribbler’s heart, kill your darlings.”
– Stephen King, stolen from William Faulkner,  Oscar Wilde, Eudora Welty, G. K. Chesterton, “the great master Chekov”, and originally from Arthur Quiller-Couch.

Strategic actions that are substantial are those that have an impact. If they don’t have an impact, they must either be killed or not started. Why do them? Your vision is the reason why your nonprofit exists. Having an impact is another way of saying they are effective.

There are many good things to do, but not all of them advance you towards your vision. Doing good things that do not move you towards your vision is a common problem. See the Stephen King quote above.

The impact, however, does not have to happen immediately. Jim Collins, in his book Good to Great, uses the image of a flywheel that gets many small pushes, but builds up tremendous momentum over time.

So, before you embark on a strategic plan, think about some of the changes you must make and your willingness to make them.

Car in Mud

Is Your Nonprofit Growth Stuck In the Mud?

Once again, I am seeing nonprofits that are not growing and moving toward their vision. They are busy. Very busy, in fact. But they are going nowhere.

The reason: the Executive Director keeps him- or herself busy with minutia. Then they claim that they are too busy to do the important tasks. They claim they are overworked.

For example, I recently met an ED who has a major event scheduled for 11 weeks from now. He is expecting nearly 4,000 people. He has not nailed down the venue. He has not signed a single speaker. He has not built an agenda.

Why? “I’m too busy. There is too much going on. I am exhausted.”

He won’t even look for volunteers to take over tasks. When he does get one, he micromanages them until they leave, which usually does not take long.

His organization has had over thirty potential paths to achieve their important vision. They are currently executing only three. And when he retires or dies (probably at the same time) the organization will dissolve, with its mission unfulfilled.

What should he be doing?

He should be finding volunteers to take over the management of various events. Complete management. There are lots of people in this town who can and would do that.

If he is fortunate, he can hand it over with a minimum of instruction. If a little less fortunate, he can let that person shadow him through the process and give him the aegis next year. But, his major job should be finding and freeing volunteers to handle each activity, even if it takes more hours to recruit them and bring them up to speed than he now spends on managing on a recurring basis.

He has turned over the management of one of the paths to a retired executive. That path appears to be working well. It seems to be in the S4 area.

See my prior posts on Delegate or Die and How to Delegate.