Friday, January 31, 2014

Stop and Smell the Culture!

Here’s another “board member temptation” on my list:

BOARD MEMBER TEMPTATION: 
“To assume that all Christ-centered organizations
have similar organizational cultures.”

What happens when a new board member (and even a new CEO) doesn’t take time to study your ministry’s unique and distinct culture? He or she could run the risk of dramatically misreading and misunderstanding critical, historical and theological nuances that matter. Cultures grow either by default or design—and Peter Drucker often shared this warning:
“Company cultures are like country cultures.
Never try to change one.
Try, instead, to work with what you've got.”

Suppose that same new board member, recently named to the strategic planning task force, challenges the board with this often-repeated powerful idea, “Vision helps your dreams become bigger than your memories.”

I love that quotation, but what could go wrong? Well…what if the organization’s founder is still alive and highly influential? What if the focus on the future is misread as a repudiation of the past? What if cheerleaders for your ministry’s history are your major donors? What if the tribal stories are replaced by the “Vision 2020” campaign” brochures? Oops!

Past seminary board chair and corporate CEO, Max De Pree, author of Leadership Is an Art, alluded to culture issues when he said: “One of the important things leaders need to learn is to recognize the signals of impending deterioration.”  He kept a list and observed that leaders, especially in large organizations, fail to see the signs of entropy, including: 
   1) a tendency toward superficiality
   2) no longer having time for celebration and ritual
   3) a growing feeling that rewards and goals are the same thing
   4) when people stop telling tribal stories or cannot understand them
   5) when problem-makers outnumber problem-solvers.  

His list was longer—but you get the idea.My counsel for those board members with rolled-up sleeves and teeth clenched for the next—but possibly premature—visionary initiative? 
Chill out!
Yes—for the Christ-centered board member on a mission—time is short.  But slow down and smell the roses. Enjoy the journey. Pray. Spiritually discern God’s voice. And…before you push too hard on the “Vision 2020” campaign, be sure you understand the unique calling and unique culture of the ministry.

A.W. Tozer said, “It is not what a man does that determines whether his work is sacred or secular, it is why he does it. The motive is everything.” So study your ministry’s culture and you may uncover the rich and thoughtful motivation that explains, in part, God’s blessing on the past. It could be a key to future impact.

BOARD EXERCISE: At your next board meeting, divide into groups of two for 10 minutes, and ask each group to bullet-point your ministry’s unique culture.  Share the results and then ask board members for one-minute fill-in-the-blank responses to: “Wow! I learned that…”

Saturday, January 25, 2014

Battle-ready Boards

In my last blog, I mentioned my running list of what I call “board member temptations.”  Here’s another one:

BOARD MEMBER TEMPTATION: 
“To confuse the three hats of a board member:
governance, volunteer and participant.”

Here are four snapshots of recent conversations:

1) A well-meaning board member prodded others at a board meeting, “But if we’re not volunteering in numerous areas of this ministry—how will we know if our ministry is doing a good job or not?”

2) A board chair whined to me that board members are bringing their “volunteer hat” concerns directly to the board meeting—and not addressing those items through the appropriate staff channels. “Those issues have no place on our board’s agenda,” he said.

3) A CEO grimaced that the board had established a task force to research a topic that is unrelated to the board’s agreed-upon policy governance operating model.

4) Another CEO shared that his board members are hopelessly divided on the governance role of the board. Three board members micro-manage, yet the other board members apparently don’t have the character or the courage to address this dysfunction. (The CEO is seeking to “pastor” them out of this hole, but he will likely hit a dead-end and resign.)

THE SOLUTION? Sooner or later, every board must define roles and responsibilities—for the board, the board chair and the CEO. Some boards are proactive and document their operating philosophy in advance—before trouble hits the fan. 

Other boards, sadly, wait for the crisis before clarifying board roles—but that’s a terrible time to do your best governance work. Peter Drucker said,
“Fortunately or unfortunately,
the one predictable thing in any organization
is the crisis.
That always comes.”  
He added that the job of the leader is to build an organization that is “battle-ready.”

The Christ-centered board knows that a board’s operating style is rooted in its theology, its philosophy and the God-given past experiences of every board member around the table. The confusion over board hats (the governance hat, the volunteer hat, and the participant hat) will only get worse if you ignore the signs (like the four snapshots above).

There’s help!  Order the ECFA Governance Toolbox Series No. 2: Balancing Board Roles (The 3 Hats) and view the 12-minute DVD at your next board meeting. Give the Read-and-Engage Viewing Guide to each board member and leverage the ideas in the Facilitator Guide.  Then pray and discern how your board will specifically eliminate the confusion between the three hats.

QUESTION: When a new board member prospect is interviewing three current board members about your board’s operating style, would all three agree on how you balance the three hats: Governance, Volunteer, and Participant?

Saturday, January 18, 2014

What Everyone Knows Is Usually Wrong


I keep a running list of what I call “board member temptations.”
  Here’s a common one:

TEMPTATION:
“To make board decisions based on anecdotes and less-than-stellar analysis—versus requiring thoughtful and objective data, reports and dashboards that are in alignment with a God-inspired mission statement, Big Holy Audacious Goal (B.H.A.G.), crystal clear annual S.M.A.R.T. goals, and a strategic plan rooted in spiritual discernment.”

So this week when I read the new book, The Practical Drucker: Applying the Wisdom of the World’s Greatest Management Thinker, by William A. Cohen, I was reminded of this temptation. Peter Drucker, the father of modern management preached:
“What everyone knows
is usually wrong.”

The author notes, “What Drucker wanted to emphasize was that we must always question our assumptions, no matter from where they originate. This is especially so regarding anything that a majority of people ‘know’ or assume without questioning.” 

We’ve all been there.  The board is wrestling with an important decision—and a board member pontificates, “Well everyone knows that ABC equals XYZ! Let’s just go with Plan A and move on.”

Caution! We must not be intimidated by the bluster or the “everyone knows” rhetoric of a self-confident, self-appointed spokesperson for personal opinion that masquerades as objective truth.  We must not yield to the temptation to substitute anecdote for analysis. The voice and wisdom of Drucker needs to echo through our meetings:
“What everyone knows is usually wrong.”

In our journey to be Christ-centered board members, our opinions and interactions must be grounded in graciousness and generosity first, and then supported by data and discernment. In addition to the wisdom from the world’s greatest management thinker (who was also a Christ-follower), we are abundantly blessed to have direct access to the One the hymn describes as “Immortal, Invisible, God Only Wise.”


QUESTION: In board meeting interactions, how will you inspire your members to graciously move from anecdote-based decisions to data-based and discernment-based decisions?

Monday, December 30, 2013

Equal Opportunity Talkers


At a debrief session with the board chair and the CEO, following a half-day board retreat, the board chair (gratefully) was elated:

“I don’t know how you did it, but one board member engaged more deeply at this meeting—and spoke so insightfully—
than he’s done in a whole year of board meetings.”

To explain what happened, let me paint the picture with two scenarios:

Scenario #1: Aggressiveness Wins—But the Board Loses

In this scenario, when the board chair asks that dreaded question, “Any thoughts? Anyone?”—and while others are thoughtfully discerning what might be said, the extroverts and expressive personalities on your board jump right in. (“Caution! Please connect brain with mouth before speaking.”)

The good news—immediate input gets the conversation going. The bad news—you never have a second chance to make a first impression.  If all the talkers do all of the talking (“Take a breath, please!”), agenda time is swallowed up before the thinkers have weighed in.

Scenario #2: Equal Opportunity Talkers

I call this preferred scenario, “Equal Opportunity Talkers.”  At least once at every board meeting (twice is better), the board chair seeks input on a strategic high level issue—and divides the board into teams of two's. (Some call this “2X2.”)

Example: “For the next seven minutes, I’d like you to discuss this in teams of two’s.  I’ll remind you at the halfway point so your partner has time to share his or her thoughts.  Then, we’ll ask each team to give a 90-second report—and we’ll summarize your thoughts on the flipchart. I’ll use the timer on my iPhone to keep us on track.”

I employed the Equal Opportunity Talkers facilitation method at that board retreat and the board chair immediately recognized that a quieter board member—when given equal time—had significant insights to offer.  That will happen with your board too. (For more on this subject, see The ‘Quieter’ Pool of Board Members.)

Why does this work?  There are many reasons, but the methodology perhaps goes back to the powerful leadership method modeled by Jesus. “After this the Lord appointed 72 others and sent them two by two ahead of him to every town and place where he was about to go.” (Luke 10:1, NIV) By the way, as your board discerns God's direction (Plan A or Plan B), the 2X2 approach is also a very powerful way to maximize your prayer time.

QUESTION: When your board members exited your last board meeting, what percentage of them would have said, “I made a very significant contribution today on an important topic”?

Friday, December 20, 2013

The Peaceful Urgency Continuum

What tone would characterize your board’s work and your board’s aspirations for your ministry?
   • Results-driven?
   • Activity-driven?
   • Reactive?
   • Focused?
   • Discerning?
   • Watchdog?
   • Cheerleader?

How about this tone?
Peaceful Urgency!

A CFO of a large church used that intentional phrase this week during our phone conversation.  I immediately wrote it down—because that’s a thoughtful blend of two worlds: Peaceful. Urgency.

Some years back while anxious over the pace of his life, John Ortberg called a wise friend who coached him back to sanity with this wise counsel,
“You must ruthlessly eliminate
hurry from your life.” 

He describes what happened next in his book, The Life You’ve Always Wanted: Spiritual Disciplines for Ordinary People (Chapter 5: An Unhurried Life: The Practice of “Slowing”):

“Okay, I’ve written that one down,” Ortberg tells his friend somewhat impatiently. “That’s a good one. Now what else is there?”

After a long pause, his wise friend responded, “There is nothing else.”

Ortberg quotes Thomas Kelly:
“People nowadays take time
far more seriously than eternity.”

Whoa! There’s the other side of the Peaceful Urgency continuum.

Eternity—for the Christ-follower and for the ministry board member—matters. There is an urgency about eternity—and every time we stand with Handel’s Messiah—we’re reminded:
   • “O thou that tellest good tidings to Zion, get thee up into the high mountains…”
   • “The trumpet shall sound, and the dead shall be raised in corruptible, and we shall be changed.”
   • “…and He shall reign for ever and ever.”

So what is your board’s tone for this next year?   Eternity demands urgency—so how will you discern what level of urgency?  My suggestion: ask the Prince of Peace.

QUESTION: John Ortberg writes, “Hurry is not just a disordered schedule. Hurry is a disordered heart.” What do you do, in your board meetings and day-after-day, to forge a Peaceful Urgency as your board stewards God’s work?

Monday, December 16, 2013

Pop Quiz on Your Elevator Speech

Try this at your next board meeting:

Board Chair: “OK. On a blank sheet of paper, write down our ministry’s elevator speech. Then, we’ll ask each board member to read what he or she wrote. Our CEO promises that if there’s alignment, we’ll get dessert with our meal!”

You know, of course, the definition of an elevator speech. It’s that succinct, compelling and powerful blurb you share with a person on a quick elevator ride. The Big Idea: by the time your elevator descends from the eighth floor to the first floor—you’ve briefly communicated the essence of your mission and your listener is enthusiastically asking for more information.

If your organization’s elevator speech is wordsmithed with precision, each board member can then customize your mini-story so it rolls out naturally with the right dose of personal passion and polish.
But if there is no agreed-upon elevator speech,
it’s likely your board, your staff and your key volunteers are mangling the mission and confusing potential clients, customers and givers.

The goal: get everyone on the same page—sharing the same elevator speech.

Yesterday, the Los Angeles Times ran a lengthy obituary on Russ Reid (1931 – 2013). His fundraising company, Russ Reid, serves rescue missions, ministries and other charities—and in 1966 helped put World Vision on the map.  The paper quotes Tom Harrison, Russ Reid’s chairman, who noted this about charities:
"These guys know how to do their work
but not how to tell their story."

The L.A. Times story added, “To many of them [nonprofit leaders], aggressive marketing was unseemly.

“In a 1987 talk to the Association of Gospel Rescue Missions, Reid recalled a pastor on a conference stage being worried about how to introduce him moments later.

"'Would it be possible for me to introduce you as anything other than the president of an advertising agency?’ the pastor whispered.

"’No,’ Reid responded. That's what I am.’"

It’s possible that some of your board members tilt towards the view that marketing, elevator speeches, and all the rest, is unseemly.  It’s not.

John Jantsch, author of Duct Tape Marketing: The World’s Most Practical Small Business Marketing Guide, explains:
“Marketing is getting people who
have a specific need or problem 
to know, like and trust you.”

Jantsch pioneered the “Talking Logo” concept and says that when describing what your organization does, you must communicate three things:
“I show.
I teach.
I help.”

That preaches! Imagine the impact if every board member of every Christ-centered organization could succinctly articulate their elevator speech—and their Kingdom ministry—with this simple three-point pattern: We show. We teach. We help.

QUESTION: So…what is your ministry’s elevator speech? Does it prompt the listener’s next question, “Wow! Tell me more!”

Saturday, December 7, 2013

A Blunt Board Member Blesses His CEO!


A CEO confessed to me recently that several years ago a board member told him, “Now’s not the time for us to launch a strategic plan.”

Expecting just the opposite response, the ministry leader asked for the bullet points on why a planning process should be postponed.

The board member was blunt, but gentle: 
“Because you don’t have the discipline 
to implement a strategic plan.”

Whew! That’s one way to create conflict between a CEO and board member! But after reflection and prayer, the CEO agreed with his insightful board member.

Proverbs 25:11-12 (The Message) says, "The right word at the right time is like a custom-made piece of jewelry, and a wise friend’s timely reprimand is like a gold ring slipped on your finger."

Side note: Patrick Lencioni’s brilliant book, The Advantage: Why Organizational Health Trumps Everything Else in Businessincludes a helpful pyramid of values:
Results
Accountability
Commitment
Conflict
Trust
Lencioni says that after you build trust, you need healthy conflict. And this dynamic duo of a visionary CEO and a pragmatic board member trusted each other enough to risk conflict by engaging conversationally in what, for some, would have been an awkward dust-up. (Interestingly, Lencioni also says that the reason some meetings—board meetings perhaps—are so boring is because they don’t have enough conflict!)

So what happened?  The CEO put the strategic planning process on hold, developed a sound and sustainable annual planning process, with metrics and dashboards—and now, he discerns, the organization just might have the discipline to not only create a strategic plan, but actually execute one.

As Eugene H. Fram and Jerry L. Talley acknowledge,

“Strategic plans are most vulnerable not in their development, but in their implementation. And implementation often hinges on some measurable indication of progress. Without those metrics, the plan is a group of intentions always on the verge of greatness. Without hard data on which to anchor organizational outcomes, the organization can wobble off course without a clear warning signal.”

And sensing that a strategic plan process will test the full capabilities and brainpower of his staff and board, the CEO told me the team will pursue a spiritual discernment process in tandem with the planning work. He loves Ruth Haley Barton’s wisdom, “Just because something is strategic does not mean it is God’s will for us right now.”

QUESTION: What’s the trust level between the board and the CEO? Is hard truth spoken frequently, sometimes, rarely or never?