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Fall 2010 Newsletter
November 2010
 

Dear Colleagues,


It's been an exciting past few months for Olive Grove and for our clients, many of whom are feeling more confident and beginning to invest in their governance, strategy and business model, and human capital to position themselves for more growth.  We are honored to be working with a number of new organizations, including:

 
- Coyote Point Museum, in partnership with Kathy Bella and The Bella Group

- Ronald McDonald House at Stanford
- Peninsula Health Care District
- Pets Unlimited
- Equality Federation
- Hope Heart Institute in Seattle
- The Breast Cancer Fund
- World Savvy

- The Unity Council

Olive Grove is also putting important strategic and operational components in place to support our own rapid growth.  We are happy to introduce some of our new consultants to you in this newsletter, and would like to mention just a few of our 25+ relationships with other firms providing services to the sector:  Hood & Strong, LLP; SGC Financial; Coronado Financial Group LLC; Ocean Endowment Partners; The Improve Group; and Flyin' West.  Through these relationships we are able to seamlessly help clients find resources for any need that arises, and we are grateful for their collaborative approach and their commitment to serving the field.

We also are enjoying a new relationship with New Sector Alliance by serving as pro bono consultant advisors, content experts and presenters, and partners in recruiting exceptional emerging leaders and host sites for their program.

We would like to extend our sincerest thanks to those who attended Philanthropy Day as a guest at Olive Grove's table on November 5, hosted by our Vice President Anthony Tansimore and Director Mona Jones-Romansic:

- Sheryl Wong, Oakland Museum of California Trustee
- Linda Larkin, Associate Director of Development, Oakland Museum of California
- Joan Davis, President & CEO of the Richmond Community Foundation
- Judy Patrick, President & CEO of the Women's Foundation of California
- Joanna Kaplan Rasheed of the Oakland Schools Foundation
- Chris Keane, Board Chair of the San Francisco Child Abuse Prevention Center
- Julie Brown of the Northern Light School

Finally, we would like to thank Rutgers Business School and the Institute for Ethical Leadership for the opportunity to teach and learn with their 40 current and emerging leaders in their Nonprofit Certificate Program early this month. 

We hope you enjoy this issue as we share new research on governance, and we continue to highlight the critical need for leadership sustainability and succession planning.


With many blessings during this time of Thanksgiving,
Emily
For Better of For Worse: Two Stories of Successtion Planning  LeadershipSustainability
The second & third installment in a year-long focus on succession planning
  

Leadership Sustainability:  A Case Study

By Nancy E. Quinn - Olive Grove Consultant


This would be what just about anyone would call the worst "worst case scenario."  But it really happened.  And the most shocking part was just how fast it happened.


I first heard about Quentin's illness walking back to the office from lunch with a theatre colleague in March of this year.  Quentin Easter was the co-founder - with Stanley Williams, his partner in life and in art - of the Lorraine Hansberry Theatre company, one of the leading African American theatre companies.  Over the course of 30 years, these two men brought the African American experience onstage, mounting over 100 productions, with performances by such luminaries as Ruby Dee, Ossie Davis, Danny Glover, and Ntozake Shange.  It was never easy, and the Hansberry was widely regarded as one of the most tenacious arts organizations in the region, as it survived an endless series of obstacles, including a declining African American population in the City and multiple changes in location. 

 

The term "opposites attract" was coined especially for Quentin Easter and Stanley Williams.  Quentin was known for his warm smile, his affable nature and his quiet generosity.  He was a tireless and gently persuasive advocate for his theatre and for black cultural groups throughout the region.  Stanley, also a strong advocate for African American theatre, was a notorious firebrand.  His style was mercurial.  He could be charming and witty or angrily confrontational, hectoring media representatives for more coverage and banning at least one critic from his theatre.  Stanley also directed and co-produced many of the plays produced at the Hansberry. 

 

With Easter's support, Williams single-mindedly pursued his vision of seeing that black theatre had its own place in the downtown theatre district.  The Company had been homeless since it lost its 300-seat downtown theatre to the Academy of Art University in 2007, and in Spring 2010 Easter had just negotiated a lease to take over the 729-seat Post Street Theatre; moving plans were in the works.


So walking back from lunch, back in March, I was sorry to hear that Quentin was ill.  Then, in April, came this blog post from the Hansberry Board: 


Recently, it became necessary for Stanley E. Williams and Quentin Easter, the Founding Directors of Lorraine Hansberry Theatre (LHT), to be hospitalized. They are recovering at home - estimated at a minimum of six weeks, and will be on very limited work schedules during this time.

To help the Directors during their recuperation, Management Staff will oversee day-to-day operations. Though LHT will not cease business operations, the company will have to postpone the remainder of the 2009-2010 Season.


Our plan is to reschedule the remaining productions of the current Season.  Ticket holders have been contacted. Additionally, in this current circumstance, LHT is not in a position to move forward to complete the lease for the 450 Post Street space.


To offset the loss of revenue and to support business operations, the Board of Directors and Friends of the Theatre have set an immediate fundraising goal of $125,000.  To date, we have succeeded in raising $70,000.


Then, on April 30, the San Francisco Chronicle reported: "Quentin Easter, co-founder and executive director of the Lorraine Hansberry Theatre, died Wednesday of cancer in San Francisco."  The Bay Area arts community went into shocked mourning.  In June, Theatre Bay Area, the local theatre service organization, produced a memorial event at Yerba Buena Center for the Arts.  "Celebrating the Life & Work of Quentin Easter: A Tribute to Benefit Lorraine Hansberry Theatre" was hosted by Belva Davis and featured speeches and performances by a broad range of local artists and other notables. 


One of the speakers was Stanley Williams himself, who received a thunderous standing ovation as he was helped to the podium.  He looked frail and weak, he was recuperating from an operation, but his voice was unchanged:  strong, earnest, passionate.  He spoke briefly; he was grateful for everything that everyone had done; then he was guided off the stage.


The melancholy of that gala evening lingered for weeks.  How would the company survive without Quentin, and with Stanley so debilitated?  A fundraising campaign ensued, then another.  Then, on July 6, came this blog posting on the Hansberry website:


Stanley E. Williams, the founding Artistic Director of Lorraine Hansberry Theatre, died on July 2, 2010.  He was 60 years old.


Stanley died just nine weeks after Quentin.  Robert Hurwitt wrote in the Chronicle: "The untimely deaths of Stanley E. Williams and Quentin Easter, coming so close together, have left the Bay Area's arts community uncertain about the future of the theater they founded in 1981 and had led ever since. While Williams and Easter had made their Lorraine Hansberry Theatre the most highly regarded African American theater company in the state, they never built the kind of company infrastructure that would ensure it could continue without them." 


The company's board of directors vowed to keep the Hansberry alive.  "The theater will continue," says board President Albert Dixon.  "These guys dedicated their lives to this theater, which to me is the jewel in the crown of theater in San Francisco.  We are determined to make sure that their legacy does not end."  The board had already hired a new acting general manager, attorney Kate Stoia, a few days before Williams' death.  With Stoia in place to take on Easter's managerial duties, the board has undertaken a national search for a new artistic director to assume Williams' role.  "We're financially sound," Dixon says, "and we are prepared to move forward."


Time will tell how the Lorraine Hansberry Theatre manages this extraordinary transition, but nonprofits should take heed.  This is indeed the worst "worst case scenario," but how vulnerable is your agency to such a catastrophic event?  Planning for leadership sustainability can ameliorate the turmoil created by a transition.  In fact, not only are most of the problems surrounding succession preventable, many of the steps to improve leadership sustainability are pretty easy and inexpensive.  And yet, in a survey of nonprofit executive directors and board chairs about leadership sustainability planning, conducted by Olive Grove Consulting in Spring 2010, a whopping 85% reported that they did not have a written leadership sustainability plan in place.


Succession - the "S" word - is a scary notion for nonprofits, but Olive Grove believes that planning for leadership change and resilience doesn't have to be so daunting.  Our goal is to normalize the conversation and we are committing this year to getting the word out that this is important and very possible for EVERY nonprofit. Even without much time or a huge financial commitment, every organization can do some basic things to make progress and help ensure their mission delivery won't suffer when transitions happen.


In our next newsletter we will highlight one simple solution nonprofits can put in place to help manage their risk in founder transitions, especially tragic and sudden leadership gaps such as this one.


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Passing the Baton: A Success Story

By Dave Viotti - Olive Grove Consultant

Emily Hall's piece in the July newsletter describes an impending     wave of executive transitions and how to prepare for it.  Executive transitions are a lot like relay races. Knowing how to "pass the baton" effectively to a successor is crucial to finishing the race.  Watch a 4x100 sprint relay and you'll see how risky transitions can be.  It's not enough to have great athletes.  Winning also requires the right pace, coordination and teamwork.


The sector is littered with dropped batons, but there are success stories to learn from too.  One nonprofit I work with managed their recent executive transition successfully.   The organization nearly folded a few years ago from a failed transition of its executive director of several decades to a new leader.  "Founder's Syndrome" and a lack of transition planning were factors in the successor's decision to leave after only four months.  The board was determined to get it right the next go round.

 

A board member with executive experience agreed to step in and serve as CEO to help stabilize the organization.  He and the board made succession planning a priority at the outset.  The CEO agreed to stay for at least two years and made a commitment to help find and mentor a successor.  Early in his tenure, the CEO and board identified a potential successor from the staff.  The CEO hired a consultant to conduct a skills assessment and develop an executive coaching plan for this individual.  Progress on the plan was monitored by the CEO and reported to the board periodically.  At the two-year mark, the CEO informed the board that he was ready to move on.  The CEO and board revisited the succession plan and agreed that the internal candidate was the ideal choice. 


The CEO agreed to say on for another six months to help with the transition.  The incoming CEO was engaged in the planning process and transition plans were announced to the staff and other stakeholders.  The outgoing CEO retained his executive role for three months until the end of the fiscal year.  He stayed on for three more months after that as an advisor to the new CEO and board.  The incoming CEO shadowed the outgoing CEO in meetings with key stakeholders and other management functions.  They traveled together and met jointly with board members and key donors to make introductions and to answer questions about the transition plan. 


Closer to the transition date, the outgoing CEO had the incoming CEO take on a more active role in conducting staff meetings, managing board presentations and building the budget.  At the last board meeting a few days before the transition, the two leaders jointly presented the budget and operating plan for the new fiscal year that they'd worked on together.  Finally, on the transition day, the board issued a press release, welcoming in the new leader and recognizing the contributions of the former leader.  All of these actions were done to foster a genuine sense of collaboration, transparency and stability.


The role for the outgoing CEO after the transition was also clearly defined.  He became an individual contributor, focusing mainly on fundraising projects, and was "on call" to provide advice to the new CEO.  To give the new CEO enough space to establish his own identity as the organization's leader, the outgoing CEO worked remotely and only came into the office a couple days a week.  He dialed into staff meetings and met with the new CEO once a week in person to check in. 


Adopting a less visible profile achieved three things: (1) it helped the outgoing CEO "let go" of day-to-day management; (2) it mitigated confusion from staff about who was in charge; and (3) it built greater trust with the new CEO who saw his predecessor as an "on call" resource who wasn't looking over his shoulder everyday.  Once the transition period was complete, the outgoing CEO joined the advisory board.  This gave him an identity to stay connected to the organization in an on-going support role, without interfering with the day-to-day management decisions of his successor.    


Today, the organization is stable and already working on the next succession plan.  Succession planning is now part of the culture and is being done at all levels on the staff and board.  The situation and players in this story are unique, but there are many lessons applicable to any organization.  This organization was successful because the board and CEO recognized up front that transition is inevitable.  They accepted that reality and addressed it jointly and proactively.  The interim role of the CEO also provided a crucial bridge from the founder to new leadership.  Another factor that was core to their success was the partnership between the board and outgoing CEO and the outgoing CEO and his successor.  All parties put the organization's interests first and were committed to passing the baton in an orderly way.  Because of that coordination and teamwork, they're still in the race and will be for years to come.



Over the next year we will continue this series, highlighting client success stories, lessons learned, and easy tools for you to consider. If you have a great resource or story to share, please let us know by emailing it to Mona at mona@olivegroveconsulting.com.



Insights from the Olive Grove Learning Community GoodGovernance
Board Development: Some New Insights
by Mary Hiland PhD - Olive Grove Consultant


"I want to take my board to the next level."  Whether from executive director, board chair, or board member, I hear this a lot. But what does it really take to do this and what does "the next level" look like?  Most of the requests continue with:  "Will you come and do a training for the board on roles and responsibilities?" or "Will you facilitate our board retreat? Here is the agenda we have worked out."   


Over the years, I have observed and directly experienced nonprofit boards of directors "improving" over time. There are dozens of books written by practitioners and consultants that describe the characteristics and practices that make an effective board. The work of Richard Chait et al. raised the bar for us all with their insights proclaiming and demonstrating governance as leadership. Building on that work, BoardSource convened governance experts nationally who identified, based on their experience, the characteristics of an exceptional nonprofit board.


So, it isn't that we don't know what an exceptional board looks like. But how does a group of well-intentioned volunteers, in partnership with an executive, "develop" the board to achieve the promise? We know nonprofit boards matter. My research this past year revealed - story after story - of how the right board doing the right things can bring resources, influence, and value in the quest of mission-impact. But declaring it so does not help executives and board members achieve the level of performance they hope for. The research further revealed some insights I share here about the critical success factors underlying an effective board development process.


A word about the study: in 2009, I invited people who had direct experience with a nonprofit board of directors that they felt "got better" over time to participate. I gathered data (primarily through interviews) from 59 nonprofit executives and board members - about evenly split in their participation. There was good diversity of experience and organizational size among the participants. The findings shared here are just a beginning of exploring the issue of what works in board development. A literature review revealed only one other study (I am still looking!). Clearly we have a lot more to explore in this area, but here is some of what I learned.


Let's start with a definition of board development (something surprisingly lacking when I did my literature review and internet search!) Based on my own experience and research I suggest:


Board development is a cluster of processes by which a group of individuals learns, creates, and becomes an optimally functioning and contributing governing board. Board development is not linear. Some assume, wrongly, that board development parallels organizational development from hands-on to strategic to institutional (i.e., fundraising board). The life cycles of the organization do influence what is needed on the board but changes in the environment, leadership, funding, reputation etc. also influence what kind of board the organization needs at any point in time. Boards can become dysfunctional at any organizational stage. Boards can be exceptional at any organizational stage.


What are the critical success factors that make board development efforts effective?  My study revealed three:


1.  Outside expertise and assistance - a new perspective.

Executives and board members reported that exposure to outside expertise created a new view of what is possible - at best, a new vision of the board. "We set expectations higher."  "It took someone from the outside to give us the benchmarks of a healthy board."


2.  The Board Chair. 

We know purposeful organizational change requires leadership. However, if it is the board you want to change it is the board chair, not the executive director, who must lead the process. It was surprising, but in every case of successful board development in the study the board chair played a critical role. As with any organizational change process, change champions are needed. Board chairs recruited other change champions but in no case in the study did another board member lead the charge in spite of an apathetic or ineffective board chair. One board member's comment was typical of others': The board chair "drove the agenda for better structure and better processes." In most cases, but not all, the board chair had a very positive relationship with the executive director and they led the board development process in partnership.


3.  Intention.

The study findings revealed that when board development efforts work there is a specific, articulated intention: "We were obsessed with board development."  "Status quo was not OK." "We had to choose to change." The culture of the board - a culture of learning and improvement-enables the positive change that effective board development requires. The stories of study participants indicated that factors 1 and/or 2 above helped to ignite a dormant learning value within the board or actually caused a new value for improvement and learning to emerge that provided a foundation for the board development process.


What are the implications for capacity builders and nonprofit leaders?  One of the most significant relates to the finding re: the role of the board chair. It is critical that more attention be paid to the development, selection, and support of those who choose to fulfill this important role. As one board member stated:  "We pay more attention to who we bring onto the board than we pay to who is selected to be the chair." We know that executive directors have a key role to play in strengthening a board when it is weak (if they choose to) but they cannot individually compensate for the effects of a weak, or at worst dysfunctional, board chair.


Also, it is very clear that boards cannot be taken "to the next level" by a few training interventions or even a focused board retreat. While the study showed that the "nudge" of an outside expert at such an event is a critical factor, it is not enough alone.  It is the commitment (intention) to develop the board over time and a vision for what the board needs to be for the organization at a particular point that are necessary for successful board development. The average time period for the changes envisioned by study participants to be fully realized was four years!  I believe, with the coaching and partnership of a governance consultant this could be much shorter. We need to advocate to funders to provide necessary resources to assist nonprofits to engage in a well-designed and executed process for board development. We make these investments in strategic planning processes; board development, in my opinion, is even more important.


Studies trigger questions. This is one study and we need more. How do the findings shared here compare with your experience? If you have a story to tell about what you have seen work to improve a board I welcome your input. You can send me your thoughts and experiences at mary@hiland-assoc.com.


Thinking The Nonprofit Sector May Be For You?Nonprofits

Successfully Negotiating a Job Transition from

For Profit to the Nonprofit Arena


Thinking about transitioning to the nonprofit sector?  Participate in this Nonprofit Transition Program, developed by The Odyssey Group and Olive Grove Consulting, and gain valuable tools and techniques to successfully navigate this career move.  Gain new insights about yourself and your values to truly develop a detailed and job-specific action plan.  Join this small group led by executive coach, Barbara Waxman (The Odyssey Group), and explore the ins and outs of making this switch.  Emily Hall of Olive Grove Consulting will provide an in-depth understanding of the sector and how individuals can successfully bridge from corporate to nonprofit.


We will meet 3 times over the course of 6 weeks

Where: The Hub or Upstart, San Francisco

When: evenings, to be determined (possibly 1/13/11, 1/27, 2/10)

Cost: $360 for all sessions and materials

 

SESSION I:  Career Change: Getting prepared for a successful launch

o   Your Story-Why and how you came to this place

o   Understanding Change and how that affects the for profit/nonprofit sectors

o   Values clarification: What makes the right fit

o   Develop concrete ideas about where to aim your career focus

o   How to be a contribution: your personal mission statement


SESSION II: Reality Checks: Making the match and finding the levers

o   The grass is always greener: Is working for a nonprofit the best fit for your goals?

o   Being willing to make an investment in a new direction: financial needs vs. financial goals

o   Nonprofit roles and average salaries

o   Understanding today's successful nonprofit-key success factors

o   Adding to your skill set

o   Leverage your experience and its relevance to your search

o   Creating a structure for your search


SESSION III: Knowing your competencies and networking, networking, networking

o   Create a structure for your search

o   Consider a 'bridge' job or volunteer role

o   Maintain and access your network

o   Sustain the momentum-understanding best practices and building accountability into your search

 

For more information or to sign up, please contact Mona at mona@olivegroveconsulting.com, or 650-591-4153.



Olive Grove's Newest Team Members OGTeam
  
This month, we would like you to meet the four newest members of the Olive Grove Consulting team: Jane Stallman, Marti Roach, Sarah Moore, and David Viotti. We are incredibly lucky to be working with these consultants who all bring exceptional talent and unique strengths to our team and to the nonprofit sector.  To read the biographies of each team member please click on their name below.

    Jane Stallman           Sarah Moore                 Marti Roach          Dave Viotti
Jane StallmanSarah MooreMarti RoachDave Viotti

Olive Grove Consulting, LLC has dozens of expert consultants and multiple partner firms, giving us unique access to an extensive and varied range of skills and approaches.  To learn more about our team members, visit our website

Olive Grove Consulting, LLC
www.olivegroveconsulting.com
650-591-4155

540 Ralston Ave, Suite 2C
Belmont, CA 94002

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