Fieldstone Alliance Logo

Flash 8 (or higher) is required view the flash animation on this page.

 At a recent staff meeting, two colleagues and I facilitated a discussion about generational differences in the workplace. The three of us represented the three generations that we have working in our office: Baby Boomers, Generation X, and Generation Y.  Using Peter Brinckerhoff’s book Generations as a guide, we started out by giving brief demographic descriptions of the generations (range of birth dates, number of people in each category) and the major events that influenced their formative years. 

 
Our staff consists of nine Baby Boomers, four Gen Xers, and two Gen Yers. We talked about war and political events like President John Kennedy’s assassination, the Vietnam War, and 9/11; music and pop culture like the Beatles, disco, and boy bands; and technological innovations like personal computers, the internet, and cell phones. The staff agreed that these events affected all of us in some way, whether we experienced them first hand or not.
After setting this context, we asked everyone to write down three characteristics for each of the generations. Here are the descriptions that staff came up with:

Baby Boomer (born 1946-1962)
Generation X (born 1963-1980)
Generation Y (born 1981-2002)
·         Conservative
·         Educated
·         Explorers
·         Hard-working
·         Worried
·         In transition
·         Washed up
·         Religion-based morals or ethics
·         Competitive
·         Independent
·         Challenge the status quo
·         Control freaks
·         Self-obsessed
·         Driven to succeed
·         Frustrated
·         Loyal
·         Traditional
·         Stubborn
·         Comfortable with change
·         Brave
·         Socially active
·         Resist authority
·         Opinionated
·         Cautious
·         Self-help generation
·         Lost
·         Strong communicators
·         Make the world go ‘round
·         Creative
·         Independent
·         June Cleaver (gender roles/women’s roles)
·         Rebels
·         Followers
·         Facing the sandwich generation dilemma
·         Tired of hearing about “Boomer this” and “Boomer that”!
·         Stable
·         Invisible
·         Conforming
·         “Who cares? Not me!”
·         Plug in, turn on, tune out
·         Expect direction
·         Deliberate
·         Less inspired by history
·         Practical
·         Self-reliant
·         Less pressure to marry (single moms more acceptable)
·         Cynical
·         More materialistic
·         Multi-taskers
·         More career flexibility
·         Techies
·         Critical
·         Financially dependent (on their parents)
·         Impatient
·         Highly intelligent and educated
·         Less biased
·         Move in groups
·         Not willing to take personal responsibility
·         Privileged
·         Collaborative
·         Parents never tell them “no”
·         Experimental
·         International perspective
·         Well balanced life styles
·         Entitled
·         Entrepreneurial
·         See any career as possible (gender stereotypes are erased)
·         Connected
·         “I’m special”
·         Like change and like it fast
·         Changeable
·         Distracted
·         Cynical
·         “Where’s my inheritance?”
·         “On demand” expectations
·         Less boundaries with parents (more open about taboo topics)

 
Many of us were surprised by some of the descriptions on this list. While there were some things that we agreed with, there were several words on the list that we didn’t feel described us at all. Here are a few reasons why that might be:
·         There are contradictions: How can the Boomers be both cautious and explorers? Can Gen Xers be both rebels and followers? A colleague pointed out that as the generations grow and develop, their attitudes and priorities change too. While some of the Boomers might have shaken things up in the 1960s, they may be less inclined to resist authority as they become authority figures (or parents).
·         There are the good and the bad: When I first looked at these lists, I thought they sounded overwhelmingly negative, but they are actually fairly balanced by both positive and negative descriptions.   While there are some stereotypes to overcome, we also see value and potential contributions in each of the generations.
·         These are perceptions: With a nearly twenty-year range within each generational category and so many other factors influencing who we, not all of these descriptions fit everyone. Also, each category had words contributed by people who fall into a particular generation and by people who fall into other generations.
 
While most of these descriptions are generalizations and do not play out on a day-to-day basis, some of these negative perceptions can have profound influence on how we work together, especially when tensions are high. What would this list look like at your work place? What advice would you give Fieldstone Alliance or any other organization facing generational challenges?

Ldoerr_sm

Trusting the Grantee to Know Best

Posted by Leah Doerr Thu, 30 Jul 2009 21:52:00 GMT

A suggestion made briefly by Tony Wang in a recent blog post of his was to “fund flexibly.”   I’m glad to see someone challenging funders to improve their ability to engage in a dialogue (versus a monologue) with their communities of interest.   This has been something we’ve been striving to do for the past three years here at Fieldstone Alliance through KAL, and I am impressed by its impact. 

 
Quick side note: Any eligible W.K. Kellogg Foundation grantee with an annual operating budget of under $1 million who registers for KAL, automatically receives a $750 Knowledge Resources grant to purchase resources that will help them build the long-term sustainability of their organization. 
 
Purposely vague, we suggest that knowledge resources may include books, publications, online resources, conference or training fees, subscriptions, or other things, but we leave the ultimate decision to the grantee. We believe that organizations will be more sustainable in the long run if they are empow-
ered to make informed decisions around the types of capacity building they need at any given time.  
 
We’ve found that when organizations have the freedom to make their own spending decisions, they not only get access to otherwise inaccessible resources, but they also have an opportunity that we all too often neglect – the opportunity to prioritize organizational health and balance in the midst of the daily grind. Call it a quick self-check.
 
One grantee stated this principle well: “Incrementally, we keep getting better and better at running our organization, and these resources gave us permission to invest more money in some resources we might not have purchased otherwise, resources that are helping us to move a little faster at improving how we do our work. Deciding what to spend the money on makes one even more deliberate in the effort to improve how we do our work.”  
 
The lesson I take away from all this is: Funders, don’t underestimate the value of autonomy for those organizations you fund. Nonprofits, take a breath. Step back. Don’t underestimate the impact of resources – especially free ones! – that require a small time investment but can have huge impact. 
 
We all eventually realize that “Momma knows best,” even if it takes us a while to accept that fact. I think we could all benefit, as a unified philanthropic/nonprofit sector, if we appreciate that grantees know best. 
 

Ldoerr_sm

Applauding Small Investments that Net Big Impact

Posted by Leah Doerr Tue, 28 Jul 2009 20:12:00 GMT

Through my vantage point here at Fieldstone Alliance (FA), I’ve been impressed with just how much organizations can achieve with just a little. For the past two years, I’ve been managing the grants that FA does through KAL to build the capacity of W.K. Kellogg Foundation grantees across the United States. The results are rolling in from our evaluation of this model, and it’s amazing just how much an organization can achieve with a small amount of money. 

 
Through KAL, participating organizations have access to services that require varying investments of time. One service, available to organizations with annual revenue of under $1 million, provides a mini-grant of $750 with which to purchase knowledge resources. For this grant, participants must complete a simple two-minute registration form. While a $750 grant may seem insignificant, the stories that are now rolling in confirm its value. 
 
One grantee reported that its $750 grant supported the hiring of a consultant to complete the development of a business case. In turn, that business case resulted in a public sector grant of $6 million over two years. Talk about return on investment.
 
We decided to direct the small investment-big impact theory from another angle by awarding “stimulus” grants of $1,000 to $2,000 to attendees of our Communications & Marketing convenings; the participants were given the grants to apply what they learned at the convening in their respective organizations. One stimulus grantee created a marketing toolkit that gained them successful entrée to several community foundations. This marketing toolkit helped them receive $250,000 to continue marketing their services to other community foundations over the next two years. That initial $1,000 investment turned into $250,000 and a replicable marketing toolkit for community foundations. Not bad.   
 
Through this same pool of funds, we invested $2,000 into BoardSource’s creation of a YouTube campaign to inspire young leader representation on nonprofit boards. These videos are great examples of how transformative social media can be for many nonprofits, allowing inexpensive and relatively low time-investment methods for widespread dissemination of information. 
 
Stories such as these roll in daily from our grantees and our evaluators. I’m curious, what are other examples of small investment-big impact efforts going on out there? How are other funders using similar types of innovative funding?

Clukas_sm

History Repeats Itself

Posted by Carol Lukas Tue, 21 Jul 2009 19:46:00 GMT

The introduction to a report on Fieldstone Alliance’s website reads, “…we began to hear some boards and staff wrestling with a basic question: Can we and should we continue to exist?Local foundation staff began to express a similar sentiment: We think that some of our grantees ought to consider a merger or closing. We don’t want to pull the rug out (defund them) but we question the need for the service and the viability of the organization.” Sound familiar? Sound like a recent report?

 
Originally published in 1991, the Nonprofit Decline and Dissolution Report is eerily relevant today. Subtitled Going Out of Business: Why, When & How to Do It Gracefully, this report contains lessons from seventeen nonprofits who had gone out of business prior to the study. Their budgets ranged from $100,000 to $2 million. They were three to fifteen years old. They weren’t all poorly managed organizations. Many of them had gotten caught in the turbulent economy of the eighties and couldn’t recover.
 
In that era we helped many organizations evaluate merger and dissolution options. In doing that, we found recurrent issues which ultimately prompted this study, including stress and isolation of leaders; boards who had become paralyzed and indecisive; and staff who were anxious, uncertain, and worried about the future of their clients.
 
Back to today. Those organizations that were well-capitalized a year ago will probably survive this downturn through savvy and conservative management of their resources over the next couple of years. Unfortunately, many organizations are not so lucky and will struggle to stay alive as their resources diminish.
 
A survey of 1,100 nonprofits recently conducted by Nonprofit Finance Fund (see Nonprofit Survey Results) found
·         Only 12 percent expect to operate above break-even this year.
·         Just 16 percent anticipate being able to cover their operating expenses in both 2009 and 2010.
·         Thirty-one percent don’t have enough operating cash in hand to cover more than one month of expenses, and another thirty-one percent have less than three months’ worth.
·         Ninety-three percent of lifeline organizations that provide essential services anticipate an increase in demand in 2009.
 
History repeats itself. What have we learned in the last twenty years? Are nonprofits stronger? Better capitalized? Do funding sources help nonprofits build reserve funds, or do we expect them to live on a dime? We know how to do this, folks. How many research reports will it take to get the nonprofit sector to change funding policies and practices? How many management training programs do nonprofit executives need to attend before they start pricing their organization’s work to capture a margin for overhead? How many seasoned nonprofit executive directors have to burn out, quit, or retire before we get new leadership in the sector who demands fair payment for results?
 
Yes, we’re once again in the economic doldrums, and we have to slog through them. However, this time I hope we can learn and change how the sector finances its work.

Next generation leadership is a hot topic right now in the nonprofit sector. I think there is actually a bit of fear driving the discussion, because many people suspect an impending leadership deficit, as reported by the Bridgespan Group.

A great report on next generation leadership is Ready to Lead?  Fieldstone Alliance also has a book about the challenges imposed on the sector by generational changes. There are even more people commenting on leadership issues via the web in blogs and articles. Like myself, many of these bloggers are next generation leaders. They are commenting on many topics including leadership development, nonprofit management, and the economy. These examples barely scratch the surface of the great posts these bloggers offer.  

There are amazing next generation leaders out there, including those in this list of leaders. There are blogs about Gen Y superstars staying ahead of the curve and young professional rock stars facing opportunities and big challenges. The way some people talk about the leadership deficit, it sounds as though leaders will need superhuman abilities to tackle the challenges ahead. Is it no longer enough to be a superstar and a rockstar? Do next generation leaders need to be superheroes too? Next generation leaders seem to have to do it all. Being smart and effective will not be enough; they will also have to leap tall buildings and see through walls.
Some superhuman powers would be particularly useful to next generation leaders. Mind reading would be handy, as would the ability to see the future. Having super speed would get things done faster, and the ability to fly would really cut down on travel costs. Since there is no secret science experiment to create a cadre of superhuman nonprofit professionals, we’ll have to focus on the significant powers that next generation leaders already possess: intelligence, compassion, curiosity, and minds open to change. These kinds of human abilities are more important to our sector than imaginary superhuman powers. These qualities are, in fact, super.
In your opinion, what are the most important abilities for next generation leadership?  And, just for fun, if you had a superhuman power to help you be a better leader, what would it be?
 

In the February 2009 issue of the Harvard Business Review, Tamara J. Erickson presented a case study called “Gen Y in the Workforce” about a Gen Yer named Josh and his job in movie marketing. The case shows both Josh’s enthusiasm for and disappointments with the work he is doing. Readers also see how frustrated Josh and his supervisor, a Gen Xer named Sarah, feel in communicating with one another.

Josh is trying to convince Sarah to use new media to market their next big film, but Sarah is resistant because of budget restraints and failures with this approach in the past. Neither of them is wrong, but they both fail in their communication. When Josh first presents his idea to Sarah, she dismisses it, suggesting it’s uninformed. She ends the conversation abruptly, essentially pushing Josh to find another place to go with his ideas.  Josh has a good idea, but instead of carefully and clearly explaining it to Sarah, he goes over her head to the CEO.
At the end of the case study, Tamara asks, “How can Sarah and Josh work together more effectively?” Three experts provide commentaries to answer that question. As far as I can tell, none of these commentators are from Generation Y. As a Gen Yer in the workforce, I thought I’d offer a response from my perspective.
Many new workers from Generation Y are hired for their passion, energy, and education. Yet, some Gen Yers enter the workforce and feel like their creativity is squashed.  They were promised freedom to be innovative when they accepted the job, yet they end up feeling unappreciated. Gen Yers’ professional ideals and vision suffer when they are faced with what feels like lowered expectations in their daily work. 
Many Gen Yers in the workforce don’t have this problem, but those who do feel a lot like Josh. Josh didn’t mean any disrespect when he went over Sarah’s head and talked to the CEO, even though he didn’t receive any respect when he presented his ideas to Sarah. Josh was searching for someone who would listen. Here are some things that could make it easier for Josh and Sarah to work together:
Set clear expectations. Understanding boundaries is important. If Sarah simply hired Josh to “do a job,” she should make it known but also know Josh might not stick around. If Sarah hired Josh to take initiative for innovative ideas, she should encourage them and be ready to get what she asked for.
Know what is needed.  Josh pursued his idea not only because he knew it would be fun for him to work on, but also because he knew it would benefit his company. He had the right idea, but it wasn’t fully formulated when he presented it to Sarah. Instead of going over Sarah’s head, he should have asked Sarah what she needed to know to inform the discussion. 
Listen. An important opportunity for the company would have been lost had Josh not spoken up to someone who would listen. It does not mean that he should have gone over Sarah’s head, but it does mean that Sarah needed to take the time to hear Josh out, once he gathered the information she needed.
This is just my perspective. Other Gen Yers will have different reactions. What is yours?

Acress_sm

Are Nonprofits Jobs More Meaningful?

Posted by Alexis Cress Wed, 08 Jul 2009 21:58:00 GMT

Are you considering a career change to the nonprofit sector? Before you do, I recommend that you ask yourself, Why? If you answer, “I want to make a difference in the world” or “I want to find meaning in my job,” that is noble, but these reasons may be shortsighted. I have some suggestions that you should consider.  

Let me explain. I am a recent MBA graduate, who worked in the “for-profit” sector for more than ten years. I recently transitioned into the nonprofit sector.  Most of my career has focused on client service in the financial services industry. Through my professional experiences I have learned the value of a client relationship and the personal satisfaction of completing a client transaction.   Yet, I wondered, was I truly making a difference in the world since I was working for a for-profit organization? Is there more satisfaction or value in completing a client transaction in a nonprofit? Is making a difference at a for-profit an oxymoron? 
 
First of all, yes, I was making a difference while working at a for-profit. And, no, there is not necessarily more satisfaction or value in a completing a client transaction in a nonprofit.
 
Let’s consider a for-profit organization that makes a difference in the world. For example, take Medtronic, Inc., an independent medical technology company, whose mission is to alleviate pain, restore health, and extend life. Today, Medtronic’s technologies treat 30 different chronic diseases and improve many people’s lives. Who could say this organization is not making a difference in the world?
 
Maybe a more important question is, What skills or talents do you bring to a job that ultimately make a difference in the world? Perhaps doing good has little to do with whether the organization is a for-profit or a nonprofit. Maybe we should consider making a difference or finding meaning in a job to be prerequisites for successfully working anywhere.
 
Let me know what you think about my ideas, and tell me, How do you make a difference in the world, regardless of where you work?

Clukas_sm

Kicking and Screaming into the Digital World

Posted by Carol Lukas Wed, 08 Jul 2009 21:23:00 GMT

Every summer I escape to the woods of northern Ontario for a couple weeks of paddling in the lakes and enjoying the wilderness. The most precious time on each trip is the moment we push away from the lake shore. I feel the weight of responsibility fall away from me. There is nothing to fix, write, manage, schedule, organize, leverage, coordinate, align, or juggle. I don’t bring a watch or phone or computer. The most high tech thing I bring is a tiny four-ounce propane one-burner stove to use in case of torrential rains. All I have to take care of is a small backpack with bare necessities: a change of clothes, a couple of books, rain gear, fishing gear, and food. That’s it. My time is my own; no one can find me or reach me. Life slows down, and minutes become precious.

I’m always surprised when I return, and big things have happened in the world. One year we returned to find the world mourning the death of Mother Teresa. Another year we noticed skyrocketing gas prices, and after finding a newspaper we learned that Hurricane Katrina had devastated New Orleans. Life goes on and is very beautiful even when I don’t know everything that is happening in the world.

Like a dinosaur roaming in Midtown New York City, I’m feeling out of place and time. In my fifty weeks of the year in the populated world I have three email boxes to keep up with, three voice mail systems to check, and snail mail arriving at two addresses. And now my staff tells me I have to blog. Further, they tell me that we have to be on Facebook, and we should Twitter. I have to have a LinkedIn profile. We have RSS feeds and many other things that go over my head. And we need to do this to keep up with the sector, to build mind share, to have a digital presence.

I’ve listened to staff. I’ve played with some of the social media tools. I’m not usually a curmudgeon, but the expectation that one can’t have a full life or be successful as an organization without these tools drives me wild. I can see some value in Facebook, although to me it seems to be just a more flexible form of a website.  Consequently, Fieldstone Alliance now has two things to maintain: our website and our Facebook page. Facebook may be useful for consultants in private practice, but what is the real value for organizations with elaborate websites? And, Twitter? Why in the world should I care that someone I’ve never met and will never meet is stopping off for coffee on their way to the airport or reading a book they like? I’m amazed at how many people are following me on Twitter and I’ve never made an entry! Delicious? Well, I do keep bookmarks. It’s just another thing to maintain.

My conclusion from looking at all of these tools is that each has some value, but, hey, for most people they are entertainment. And they take time. I don’t have enough time to maintain the relationships I have with people I know and care about. I don’t need 1,700 Twitter friends. That’s not what a friend is to me.

I don’t think I’m alone with my questions. I  Googled “hate social media” and got 30.9 million hits. Grantcraft is currently surveying grantmakers to learn about their use of web-based tools. Beth Kanter has some excellent blogs on use of social media in philanthropy. I attended an excellent webinar done by Michael Gilbert www.gilbert.org on nonprofit use of social media.

Social media is a means, not an end. Used as such these tools have promise. Some organizations are using them with great results. I look forward to seeing how organizations – or non-organizations – will evolve as they organize “virtually” around networks of people connected by shared goals. But for now, it seems to me that organizations have to be very judicious in their use of social media or they can get distracted from the core of their mission-related work. For me, the jury is still out.

I challenge you: Change my mind. Tell me about results you’ve gotten using social media that you couldn’t have achieved through other means.
 


The economy is bad. We all know that. Frankly, it hits us every minute of every day. So now we need to settle down and deal with it. There are many immediate tasks:  understand your organization’s situation, plot out how much the budget needs to be adjusted, and figure out how to implement the best strategies. You may need to reduce staff, reduce salaries, and reduce expenses. At the same time, you may need to consider ways to increase revenues, increase fundraising, and increase partnership efforts. 

As you can see, there are a lot of difficult decisions for management to make, and a lot of difficult changes for staff members to swallow. But after all of that is done, it’s important to ask, How well are your employees and colleagues adjusting to the environment? Are attitudes, worries, and anger getting in the way of doing the good work of the organization?
 
Recently a colleague and I finished work on a series of cost cutting charts that offered ideas of how nonprofits can respond to these tough times. For each possible strategy, we offered examples, links, how-to’s, and first steps. 
 
We received a number of emails in response, including someone who asked, “How do employers plan to keep up employees’ morale when salaries are being cut?”   I think that employees have to be responsible for their own morale; in other words, staff attitudes are not the sole responsibility of management. Employers don’t have a lot of options these days, and no executive director relishes cutting staff salaries – and their own as well, usually by a larger percentage.  
 
There is a dual responsibility for the attitude within an organization. On one hand, management plays a big role. Are the leaders being inclusive, transparent, and fair as they weigh each possible strategy? Do they deliver bad news well, hear out employees who are directly affected, and follow through with as much kindness as they can muster? Leaders’ actions have a major impact – good or bad – on the overall attitude within an organization. 
 
On the other hand, staff members have a responsibility in maintaining a positive attitude. Do employees contribute to building up or tearing down the culture? Do employees react by swallowing hard, taking a little time to sort out personal worries, then come back to work ready to do their best?
 
We’ve had some success with a couple tactics. One is modeling –  some staff understand the difficult changes being made, believe they are the right changes for the organization’s long-term health, and frankly think that it could have been a lot worse. If those staff are willing and able to speak up and talk positively about the situation, even while dealing with the impact on their personal budget, it really helps. And how about creating some fun, entertaining distractions for all to enjoy?  
 
In our office, several employees created the most amazing office golf course, complete with sand traps and score cards. While they volunteered a lot of personal time, there was no company expense. It was positively silly and a lot of fun. (And I still think a person-who-will-remain-unnamed cheated on his or her score!)
 
What is happening in your organization? What are your stories of people, activities, and techniques that positively contribute to your organization’s attitude in tough times? The nonprofit world would like to know.

Ttriplett_sm

As the Great Recession Declines, Get on Your Marks

Posted by Tom Triplett Wed, 08 Jul 2009 20:43:00 GMT

Yes, the Great Recession is a major downer.  Almost 15 million Americans want jobs but can’t find them.  For most of us who do have some sort of employment, our personal incomes have dropped.  Trillions of dollars of our personal and institutional invested wealth have evaporated.

All of this translates into fewer resources for nonprofits.  Foundation endowments are able to support fewer and smaller grants, state and local governments are slashing grants and contracts for nonprofit service providers, and individual donations are dropping.  It makes even an optimistic nonprofit leader want to run and hide!

But we know two things about recessions: They always end, and growth always resumes.  Already in the for-profit sector, some of the nation’s savviest business leaders are positioning their companies for the inevitable turn-around.  They’re buying assets (and other companies) at fire sale prices.  They’re coddling their star employees to make sure they stick it out.  They’re reshaping their business models.

So what should a savvy nonprofit leader be doing as the recession drags on?  Hunker down?  Retreat?  Of course not!  Yes, we must be careful to shepherd our resources and not jump too quickly.  And we must cut our costs wherever possible. 

But it is also time to get ready for the race – to get “on our marks” for the resumption of growth.  To do that, we should take some cues from our aggressive colleagues in the for-profit sector.  This includes doing the following:

  • Reassess our market situation.  We knew where we stood before the recession, but everything is changing now.  How are the people and communities we serve?  Chances are, there are more people with greater needs.  Are our peers and competitors still there?  If they are, they are likely struggling.
     
  • Analyze how we might grow our market share to serve more clients more effectively.  Are our peer organizations and competitors ready to form alliances with us?  Are some of them ready to be acquired?  If not, can we at least share costs, such as back office functions? 
     
  • Use this time to strengthen our infrastructure.  What could new technology do to help us?  This is a great time to acquire it.  Do we really need that expensive office space or could we operate more effectively in a virtual environment?  Could we be more efficient and less costly if our staff acted more like independent contractors?
     
  • Diversify and strengthen our revenue streams.  The broader our sources of revenue the better.  It will take years for foundations, governments, and individuals to restore their economic power, so don’t count on them to feed our recovery.  Look for revenue sources over which we have more control – like earned income.

After this Great Recession ends, many of us will look back and say, “You know, in a way that period was really helpful to us.  Because of the actions we took during the bleak period, we came out of the recession stronger, more focused, and more effective.”
 
 


Older posts: 1 2

Archives