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Apr 08

Celebrating Strength, Empowering Change: The Inaugural INspire Her Leadership Summit

By Feature

Written by Chelsea Ohlemiller

Thursday, March 21, 2024, marked a day of extraordinary significance as 250 women from central Indiana gathered for the inaugural INspire Her Leadership Summit. It was a day filled with collaboration, inspiration, and empowerment as women came together to uplift each other and pave the way for a brighter future.

The event began with a keynote discussion featuring Jenny Just from Poker Power, a company she co-founded with her daughter. Their mission? To empower women with skills such as confidence, strategic thinking, and decision-making through the game of poker. Jenny’s words set a powerful tone for the day ahead.

Moderated by Denise Herd, the keynote was just the beginning. The summit featured insightful panels with trailblazing women such as Marianne Glick, Deborah Hearn Smith, and Carolene Mays, moderated by Anne Marie Tiernon. These women shared their stories, their struggles, and their triumphs, inspiring all who listened. There were laughs, there were tears, and there were new goals formed listening to the trajectory of each woman’s lives and legacy.

Attendees had the opportunity to participate in engaging breakout sessions led by accomplished businesswomen from Indiana. These sessions were not just about learning new skills; they were about forging connections and building a community of strong, empowered women.

A meaningful highlight of the day was the Mission Marketplace, which showcased dozens of central Indiana nonprofits. It gave guests the opportunity to learn about the organizations and their missions, encouraging each attendee to find ways to align their talents and values with worthy causes.

The day concluded with an interactive activity led by HopeAnchor & Crew, where guests created bracelets representing their unique experience at the event. It was a powerful symbol of unity and strength, a reminder of the purpose of the day and the accountability to act towards the new goals envisioned.

The INspire Her Leadership Summit was more than just a one-day event. It was a call to action, urging women to come together, to support each other, and to create a more inclusive and promising tomorrow. It was a day that highlighted volunteer opportunities, job opportunities, and collaborative opportunities in the nonprofit space and beyond.

We are already looking forward to next year’s summit and await the stories of all the work and advocacy that happens between now and then. This incredible summit reminded us that together we can create a world where every woman and girl in Indiana has the opportunity to thrive.

This entire event was crafted by the vision of Danielle Shockey and made a reality by the Girl Scouts of Central Indiana, partnering with Pass the Torch for Women and the Indiana Girl Coalition—proving that together incredible opportunities and achievements are not just possible but have the ability to shape the future in meaningful ways.

Mar 25

Building Endowment Readiness: A Strategic Imperative for Nonprofit Sustainability

By Sponsor Insight

By: Jill Robisch, First Vice President, Nonprofit Services, The National Bank of Indianapolis

In the dynamic landscape of nonprofit management, achieving sustainability is a primary goal. Endowment readiness stands as a cornerstone strategy, offering organizations a pathway to financial stability and long-term impact. By taking proactive steps to cultivate endowment readiness, nonprofits can safeguard their missions, weather economic uncertainties, and ensure their ability to serve communities for generations to come. Here are key steps to guide nonprofits on their journey towards endowment readiness:

  1. Assessment of Financial Position: The first step in building endowment readiness is to conduct a comprehensive assessment of the organization’s financial position. This includes evaluating current revenue streams, expenses, and assets, as well as identifying any existing endowment funds. Understanding the organization’s financial landscape provides crucial insights into its capacity for endowment growth and sustainability.
  2. Strategic Planning: Strategic planning lays the foundation for effective endowment development. Nonprofits should set clear, measurable goals for their endowment initiatives, aligning them with the organization’s mission and long-term vision. This involves identifying target fundraising objectives, determining investment strategies, and establishing timelines for implementation.
  3. Board and Staff Engagement: Endowment readiness requires buy-in and support from all levels of the organization, particularly the board of directors and staff. Boards play a crucial role in providing oversight and guidance on endowment-related decisions, while staff members are instrumental in implementing fundraising campaigns and managing endowment assets. Engaging both stakeholders in conversations about the importance of endowments fosters a culture of financial stewardship and philanthropy.
  4. Donor Cultivation and Engagement: Building a robust endowment necessitates cultivating relationships with donors who are passionate about the organization’s mission and willing to make long-term financial commitments. Nonprofits should develop targeted fundraising strategies, including major gift campaigns, planned giving programs, and donor stewardship initiatives. Effective communication and engagement are key to inspiring donors to contribute to the endowment fund.
  5. Investment Management: Prudent investment management is essential for the growth and sustainability of endowment funds. Nonprofits should develop investment policies that align with their risk tolerance, financial goals, and legal obligations. Diversification of investment portfolios helps mitigate risk and maximize returns over the long term. Regular monitoring and evaluation of investment performance ensure that endowment assets are managed effectively.
  6. Transparency and Accountability: Nonprofits must maintain transparency and accountability in all aspects of endowment management. This includes providing donors with regular updates on the performance of the endowment fund, as well as ensuring compliance with legal and regulatory requirements. Clear communication about how endowment funds are used and the impact they have on the organization’s mission fosters trust and confidence among stakeholders.

In conclusion, endowment readiness is a strategic imperative for nonprofit sustainability. By following these key steps and committing to proactive financial planning and management, organizations can build the foundation for a secure and impactful future. With careful stewardship and dedication, endowments can become powerful tools for advancing missions, supporting communities, and leaving a lasting legacy.

Contact Jill Robisch, The National Bank of Indianapolis, at JillRobisch@nbofi.com

Feb 26

Bringing Together Allies and Advocates for Women in Central Indiana: The INspire Her Summit

By Sponsor Insight

A new event celebrating Women’s History Month: March 21 at Historic Union Station!

By Danielle Shockey, CEO, Girl Scouts of Central Indiana

Last year on International Women’s Day, I sat in the audience at the Indianapolis Arts Garden at the Pass the Torch for Women breakfast–witnessing the speakers, the energy, the diversity–and a palpable momentum. Sitting among hundreds of advocates for women’s leadership and advancement, I knew our collective power could move mountains to become a powerful force for women and girls in Indiana—if we could work together to harness it.

From the stage a speaker asked, “Now what? How can we together not lose this feeling? What differences can we make? Let’s make our collective passions to empowering, celebrating, and supporting each other happen every day, not just on this day once a year?”

In the weeks following the event, this call to action, intended to motivate all attendees to make a difference in their communities, began to feel like a personal challenge—calling me to capture the power of that moment, working not in isolation but as a collective community across not-for-profits serve Indiana’s women and girls. How could we pool our networks to advocate unapologetically for the female future in this state?

And from that moment, the INSpire Her Leadership Summit was born! On the eve of Women’s History Month and International Women’s Day 2024, I am proud to share that Pass the Torch for Women, the Indiana Girl Coalition, and Girl Scouts of Central Indiana have joined forces to host a powerful community event for champions of women and girls in the Hoosier state.

Our immersive, full-day experience will be held on March 21 at Historic Union Station in Indianapolis, and it’s a must-attend event for allies and advocates in central Indiana!

What makes this event so critical is that each person participating–either from a seat or the stage–cares about the same thing: the female future. This isn’t a fundraiser for any one entity, nor a competition for volunteers and grants, but rather a collaboration across the three host organizations and every single attendee—all united equally in our commitment to making a better world for women and girls in Indiana.

Also unique to this day is the attendee experience, which will include:

  • Time to browse the Mission Marketplace, where they will learn about central Indiana’s landscape of not-for-profits whose missions are dedicated to women and girls and how they can get more involved.
  • Engagement in breakout sessions to gain tools and tactics for how they can use their own time, talent, treasure, and testimony to make a difference in the lives of Indiana women. From tools and tactics for how to get connected to and consider serving on not-for-profit boards from the local experts at the United Way of Central Indiana, to creating a personal giving portfolio for female philanthropy from CEO of the Women’s Fund, to running for public office or using their voice in every place from social media platforms to testifying in the state house from current elected officials.
  • Multiple moments for introspection and inspiration, with speakers like Alex Perry on conquering imposter syndrome, Allison Barber, president of the Indiana Fever, on what it means when she says, “there is an advocate in all of us,” Karrah Herring, chief diversity and people officer for Governor Holcomb’s administration, on using your voice when you’re “the only one in the room,” and Linda Calvin, who is tirelessly forging paths for women and girls in tech.

Attendees will also hear from Indiana business leaders who have taken a passion for women’s empowerment and created a world-changing company—including Boss Babe Founder and CEO Mariah Oliver and Leslie Bailey, curator of the powerhouse space for women at Indy Maven. Anne Marie Tiernon of WTHR will lead a compelling conversation with our lunch panel, featuring well-known public figures like Marianne Glick, Deborah Hearn Smith, and Carolene Mays—women who have dedicated their lives, professionally and personally, to giving back and being unapologetically passionate in their pursuits.

And there is so much more, including one of 23 women billionaires, Jenny Just, founder of Poker Power, to an end of day engagement activity where each guest will create a visible reminder to wear as a promise to each other. Attendees will leave this summit energized to go make a change, with new contacts and resources to leverage in their missions. I am confident Women’s History Month 2025 we will gather again to celebrate all the progress sparked by the inspiration, knowledge, tools, tactics, friends made on this day 2024! And we certainly hope you can join us.

Feb 05

United Way Accredited Partners: A Bigger Family

By Sponsor Insight

Right now, United Way’s outcomes measurement dashboard, “Impact United,” touts the direct and profound impact being made in our community by 88 nonprofit organizations. These 88 partners are accredited with United Way, which means they demonstrate best practices in tackling poverty and are meeting the ever-changing needs of the neighbors they serve.

We are proud to call these fiscally strong and outcome-driven organizations our United Way family. We have the “veterans” of accreditation – organizations such as the YMCA, Salvation Army, Flanner House and Little Red Door Cancer Agency – who have been affiliated with United Way for decades. We have newer accredited organizations, like Family Promise in Hendricks County, Indy Reads and TeenWorks, which joined us just a few years ago. This big family of 88 partners is working tirelessly to fulfill their missions while helping United Way achieve measurable outcomes in poverty alleviation.

However, current data indicates we are missing some folks at the table. We are in need of additional partners to fill service and geographic gaps in our communities.

So this year, United Way is opening the application for accreditation to organizations who specialize in adult/youth employment, education credentialing and basic needs services in Boone, Hamilton, Hancock, Hendricks, Morgan and Putnam counties. Similarly in Marion County, we have targeted zip codes where the need is greater for workforce development, credentialing, and safe and affordable housing services.

Once we receive applications by February 23, our team of board members, staff and volunteers will visit these sites and get to know these potential partners. We will evaluate them on financial health, governance, strategy, sustainability, and diversity and inclusion. In turn, these nonprofits will learn more about the key benefits to joining United Way’s network, which include access to grant funding, training and resources, and technical assistance to grow their organizations. By the summer, we hope to name our newest members to the list of United Way accredited partners.

As the youngest of eight children, I know firsthand the benefits of a big family. The Payne kids utilized our individual strengths, learned how to work together, and supported one another. That sounds very much like the accredited organizations that make up and strengthen United Way. And as our family continues to grow, we will be proud to update our Impact United dashboard over time with the outcomes of their impactful work in our community.

Fred Payne

Dec 18

Considering a board assignment?

By Sponsor Insight

What you really need to think about before joining a nonprofit board.

by Christy Shepard, managing member, Planning Plus LLC

As we approach the new year, many of us reflect on how to increase our positive impact on our local communities. Joining a nonprofit board is a wonderful and altruistic way to serve your community and causes.

Through our professional engagements, our team is often brought into organizations to assist with board leadership and development, helping support the role of the board and its committees in line with their strategic plans. We talk to board members and agency leadership about the qualities and skills desired in board members and how to align them for a successful board engagement.

If want to become a board member, first consider, how much do you know about the role? Next, ask yourself how much do you know about the organization that is requesting your time, talent, and treasure? After working with numerous organizations with diverse pools of board members for 35 years, we recommend reflecting on the following questions and tips before signing on the dotted line.

Why are you considering joining a board? There are a lot of reasons and motivations for being connected to a nonprofit through a volunteer commitment; joining its board is just one. Board membership can be a significant commitment. What do you have the capacity to give beyond what you are doing today? Can you give more time to a committee or task force or are you truly ready for board leadership?

What is the required commitment of time, talent, and treasure? Every board is different as is the level of time required for your board role, both in and outside of board and committee meetings. However, Board Source, a trusted index of nonprofit best practices information, provides a clear set of 10 basic responsibilities every board must provide at a minimum to ensure proper oversight and due diligence.

  1. Determine the organization’s mission and purpose. It is the board’s responsibility to create and review a statement of mission and purpose that articulates the organization’s goals, means, and primary constituents served. It is wise to review both as well as the vision as part of the strategic planning process.
  2. Select the chief executive. The board must reach consensus on the chief executive’s responsibilities and are responsible for selecting and hiring the most qualified individual for the position.
  3. Provide proper financial oversight. With assistance as needed, the board is responsible for developing the annual budget and ensuring that proper financial controls are in place.
  4. Ensure adequate resources. One of the board’s foremost responsibilities is to provide adequate resources for the organization to fulfill its mission. Key resources include the professional talents, skills, and contacts that board members can provide in support to the chief executive.
  5. Ensure legal and ethical integrity, and maintain accountability. The board is ultimately responsible for ensuring adherence to legal standards and ethical norms. As part of the mission and vision review, it is recommended that the board review the organizational values in line with the desired culture to support the mission and the stakeholders.
  6. Ensure effective organizational planning. Board members must actively participate in an overall planning process and assist in implementing and monitoring the plan’s goals. Ongoing monitoring of the plan goals should be part of committee and board meeting work.
  7. Recruit and orient new board members and assess board performance. Boards have a responsibility to accurately articulate qualifications and commitments required of candidates, orient new members and provide resources and support to perform duties, and periodically and comprehensively evaluate its own performance.
  8. Enhance the organization’s public standing. The board should clearly articulate the organization’s mission, accomplishments, and goals to the public and garner support from the community. If there is an issue of brand and reputation, it is incumbent upon the board to address and act in line with its mission and community promise.
  9. Determine, monitor, and strengthen the organization’s programs and services. While the day-to-day operations and programing decisions are left to the staff, it is the board’s responsibility to determine if programs are consistent with the organization’s mission and to monitor their effectiveness.
  10. Support the chief executive and assess his or her performance. The board should ensure that the chief executive has the moral and professional support he or she needs to further the goals of the organization.

Board structures: Working boards and governing boards

Board structures can be designed to serve different purposes for the organization, each requiring different levels of engagement and decision-making from the board members based on board maturation and organizational life cycle.

Organizational lifecycles affect the type of board needed for the organization at a particular moment in time. An organization just getting started and embarking on grassroots marketing and fundraising would likely require a working board with a different set of skills, connections, and time commitments than a governing board of an established, financially sound, and thriving nonprofit organization. Every board is different, and the level of time required for your board role, both in meetings and outside of meetings, will vary depending on numerous factors. What the board role should be providing in these areas may or may not be a level you can provide.

Let’s talk about two critically important types of boards, working boards and governing boards.

A working board is typically found in a young or grassroots nonprofit, with limited or no staff. Working boards have the 10 governing responsibilities of most boards as well as additional responsibilities tied to operational performance. These board members are responsible for setting and carrying out the board’s strategic plan and directives. While some may see this as blurring lines, a working board is often operating out of necessity. It is essential that these board members remain committed to the directives of the board rather than acting on their own accord. Hiring full-time staff is probably on the horizon for these working boards, but not financially feasible now.

A working board is responsible for both the governance and management of the organizational strategies with often requires more adherence to structures that allow for consistent implementation while providing operational flexibility and responsiveness.

A governing board is the traditional style many think of when referring to board service. A governing board oversees the strategic direction of the organization and monitors operations from a distance. These board members typically operate under 2- or 3-year term limits to foster the turnover of members and ideas. This board is strictly distinct from a working board as it is a board over governance and NOT management. The outcomes of their decisions and votes are used to guide the actions of the chief executive and their staff.

Either way, both sets of board members carry both fiscal and fiduciary responsibility for the organization. What exactly does this mean? Board members are responsible for balancing the budget, reducing debt, and ensuring that the organization is not spending more than it is taking in. Additionally, board members have a legal and ethical obligation to act in the best interest of the organization, putting the interests of the overall organization ahead of their own.

Still ready to make the commitment? Do your research.
This information is not presented to scare anyone out of board involvement and participation but to give an overview of the true importance and responsibilities of a board of directors. If you’ve been asked to join a board, it is likely because you have the talents and skills, as well as perspective and qualities needed by the organization. Take time to research the mission and impact of the organization carefully and thoughtfully by reviewing the board bylaws, committee structures, and current strategic plan. Review the most recent board development plan and board roster to ensure that they are realistic goals. And finally, be sure to fully understand the financial and time commitments required for board members to help bring the mission to life.

Board and staff members are some of the most powerful and impactful resources nonprofit organizations have. Understanding how much responsibility and influence you have as a board member can make all the difference in the world.

Jun 26

Mental health is today’s workplace priority

By Feature, Mental Health

by Shari Finnell, editor/writer, Not-for-profit News

The impact of mental health challenges in the workplace is becoming increasingly clear.

According to a recent survey by the American Psychological Association, 59 percent of all employees surveyed reported experiencing negative impacts of work-related stress in the previous month. Another international report calculated the financial toll of depression, anxiety, and stress on the global economy at $1 trillion.

Other studies point to similar patterns related to mental health:

  • 92 percent of employees said they experienced mental health challenges that impacted their work. — 2022 Workplace Survey
  • 76 percent of U.S. employees reported at least one symptom of a mental health condition. — Mind Share Partners
  • 84 percent of employees said that their workplace conditions contributed to a least one mental health condition — Mind Share Partners

These trends prompted our team at Not-for-profit News to dedicate two months of our weekly features to the topic of mental health. As the U.S. Surgeon General recently indicated in a new report, we believe employers will increasingly be at the forefront of addressing the mental health needs of Americans.

We have compiled a list of resources and articles published in May and June to support your work toward supporting the health and well-being of you and your employees. You can regularly visit Focus on Mental Health as a reference.

Some of the leading articles in this two-month series included the following:

Is your nonprofit suffering the effects of secondary trauma?
9 steps toward staff ‘self-care’ policies
New certification program encourages Indiana employers to develop more robust mental health initiatives
Mental health: The new leadership imperative
How fundraisers can get off the road to exhaustion and burnout
Nonprofit ramps up efforts to address Indiana’s mental health crisis

Here is a summary of some initiatives your nonprofit can consider when developing a mental health strategy for the workplace:

  • Create a culture of mental health awareness and support. Educate employees about mental health, provide resources and support, and create a safe and supportive environment where employees feel comfortable talking about mental health.
  • Offer mental health benefits. Ensure employees have access to mental health care, such as counseling and therapy. Consider providing paid time off for mental health days as a benefit.
  • Promote healthy work-life balance. If you haven’t already done so, introduce flexible work arrangements, such as telecommuting and flextime, if possible. Also, encourage employees to take their designated breaks and vacation time.
  • Address workplace stress. Take the time to identify sources of workplace stress, such as long hours, unrealistic expectations, and lack of support.
  • Support employees with mental health conditions. Provide accommodations and support for employees who are struggling with mental health conditions. Different options can include providing a quiet place to work, allowing for flexible work hours, and providing access to mental health care.
Jun 05

Nonprofit ramps up efforts to address Indiana’s mental health crisis

By Feature, Mental Health

by Shari Finnell, editor/writer, Not-for-profit News

When it comes to addressing mental health, Indiana has statistically lagged behind other states. Based on an often cited 2021 report by the National Alliance on Mental Illness, the state ranked 42nd in addressing mental health among Indiana.

Some of the statistics underlying that ranking tell a more comprehensive story:

  • Nearly 40 percent of adults in Indiana reported symptoms of anxiety or depression, but 19 percent were unable to access counseling or therapy.
  • Nearly 1.3 million Hoosier adults report they have a mental health condition.
  • More than 4.4 million of Indiana residents live in a community that does not have enough mental health professionals.
  • Of the 345,000 adults in Indiana who did not receive needed mental health care, 37.4 percent cited it was because of cost.

These mental health conditions can be traced to the lingering impact of COVID-19, according to Paul Conrad, director of training and development for ASPIN, a nonprofit that has launched a Reduce the Stigma initiative to train more certified community health workers (CHW) to bridge the gap between mental health needs and available support services.

Even as day-to-day activities normalize, the extended periods of social isolation and prolonged fear people experienced during the pandemic are manifesting in increasing cases of mental health challenges.

“We hear across the board that COVID was rough,” he said. “But it was worse than a lot of people realized until we started talking about it and it became part of the national conversation.”

ASPIN recently received $100,000 to support the development of webinar training on various topics, including outreach efforts to support mental health initiatives among marginalized communities, including African American, Hispanic, and Indigenous people. The first session, scheduled for June 26, focuses on reducing the stigma of mental illness among African American men.

While the training supports the ongoing development of CHWs, it also is open to the general public to gain insights, said Julia Holloway, director of program development for ASPIN. Holloway said the online training can provide insights that support a better understanding of cultural differences among different populations. 

“Our community health worker training can help anyone gain a better understanding of how to engage with your clients or your customers,” she said. “The more you can understand the particular cultural differences in the population that you’re dealing with, particularly if you’re not from that population, that can be valuable for any nonprofit leader.

In Indiana, nearly 70 percent of community health workers are white, compared to 9 percent African American and 5 percent Hispanic or Latino, according to a 2020 needs assessment report issued by Purdue University.

ASPIN also focuses on related challenges to gaining mental health support, including lack of health insurance.

“We know with any health equity challenges or mental health, all the things that we strive to work on, really comes down to health insurance,” Holloway said. “You’re not able to access services if you don’t have good health insurance.”

ASPIN’s team is concerned that an increasing number of Hoosiers who are in need of mental health services will no longer be able to access them as grace periods for obtaining Medicaid and other governmental support at certain income levels expire.ASPIN has trained more than 1,800 community health workers since it was founded nearly 30 years ago. Anyone interested in applying for certification as a CHW, can visit the organization’s website.

Apr 03

Self-advocacy: A critical step in the fight for gender equity in the workplace

By Feature

Local leadership expert Jessica Gendron advises attendees of Indy Chamber women’s event to be proactive

by Shari Finnell, editor/writer, Not-for-profit News

Gender equity in the workplace — whether in for-profit or nonprofit sectors — is still far from a reality, based on the latest reports from various sources.

For example, while women in the nonprofit sector historically have fared better than those working in the for-profit sector, discrepancies still exist based on gender, according to a Nonprofit Quarterly report. For instance, women make up 73 percent of the nonprofit workforce in the United States. Yet, they only represent 20 percent of the CEOs of nonprofits with annual budgets of $50 million and 45 percent of all nonprofit executives.

Another report, “Negotiation and Executive Gender Pay Gaps in Nonprofit Organizations,”
found that executive compensation at nonprofits was 8.9 percent less for women than men when the executives had the option of negotiating their salaries.

Those were the types of gender equity challenges Jessica Gendron of The Center for Leadership Excellence recently discussed during Indy Chambers’ 2023 Women in Business Retreat.

Gendron, one of numerous speakers during the two-day retreat at The Alexander Hotel in Indianapolis, outlined seven female leadership competencies that she compiled after interviewing women executives throughout the nation.

When she asked them what was integral to their success as a female leader, the competencies of self-advocacy, self-awareness, resilience, courage, intuition, communication, and relationships emerged as commonalities. However, she said, self-advocacy ranked at the top of the list.

“Self-advocacy emerged as the most important competency,” she said. “As women, we are taught to be nice, collaborative, and helpful. We will go to war for our friends. But we will not do it for ourselves because it’s considered as being selfish. That’s a behavior that we’ve been conditioned to avoid. There are all these negative connotations about the idea of advocating for yourself.”

Gendron also said this type of work must begin with positions within the workplace, even in situations where it is clear that male leaders far outnumber female leaders. While some women may be tempted to avoid those types of work environments, Gendron pointed out, that is where an impact can be made,

“In order for us to have influence, power, and impact with the decision-making process, we have to be inside those organizations,” she said. “We must be in relationships with those people. It’s an inside job. We have so much influence when we are inside talking to the people who are already making the decisions.”

Women supporting women leads to progress

Gendron’s stance is supported by research that reveals a clear link between women representation on governing boards to the increased likelihood of a nonprofit organization hiring female executives.

In her report, “Scarce as hen’s teeth: Women CEOs in large nonprofits,” author Young-Joo Lee, School of Economic, Political and Policy Sciences, University of Texas at Dallas, found that there was a correlation between the number of women represented on governing boards and the hiring of female CEOs.

Out of 340 human services organizations listed in GuideStar’s database with budgets of $10 million or more, those with a governing board with 30 percent to 50 percent females were more likely to have a female CEO than nonprofit organizations in which women were considerably outnumbered on the governing board.

Gender differences at the root of self-advocacy

During her presentation, Gendron also noted that societal norms and upbringing are also at the root of inequities based on gender.

“Men are conditioned to advocate for themselves from a very young age,” she said. “They will apply for jobs that they are not qualified for because ‘Why not?’”

She went on to stress that people don’t get things that they don’t ask for. “So many times, we think our bosses, partners, and friends are paying attention to what we’re doing and what we need. We think they are reading the signals but they’re not. Guess what? Your boss is trying to get their own pay raise or promotion. Your partner has their own stuff they’re worried about.”

Gendron suggested that women get in the habit of documenting their successes in the workplace to support their requests for a pay raise, promotion, or better working conditions.

Most workplaces, which are frequently led by men, value logic — like facts, reports, and statistics, she noted. “So we’ve got to show the data. Track your successes so that you can successfully advocate for a raise, a promotion, a title change — whatever it is that you’re trying to achieve,” Gendron said.

“If we are not getting the things that we need to have in our careers and our relationships, we have to be willing to speak up and ask for them,” she added. “That is the most crucial competency every single female leader I talked to referenced.”

Mar 13

What now?: 4 steps to revisit your vision, mission, and values

By Sponsor Insight

by Kate Brierty, consultant at Hedges

Keeping an organization aligned during times of relentless rapid change can seem like an impossible task. Yet, it’s a task that many nonprofit leaders have faced on a whole new level since our world has been repeatedly hit with landscape-shifting changes over the past few years. The most successful leaders have taken on the difficult task of finding ways to keep what’s essential to their organization, while helping their team adapt their work to make meaningful impact in this new landscape. However, kicking off the plan to revisit, update, and align what’s at the core of your organization can be daunting.

In 2021, we gave organizations 5 questions they could answer to determine if the time is right to revisit their organization’s Vision, Mission, and Values. Many of you then shared that your organization’s essential statements were overdue for a review and refresh. So, today we want to offer insights into the obvious next question: What do we do now?

Although reviewing and revising your organization’s Vision, Mission, and Values is no small undertaking, there are a few straightforward steps you can adapt to implement a successful process for your team. We’ve outlined a 4-step update process that can leave your organization feeling more aligned, relevant, and ready to take on the changing landscape with confidence.

Step 1. Design and communicate the plan

An effective Vision, Mission, and Values review-and-revision process is intentional and inclusive, which does not happen by accident. Before you jump into editing, create a game plan for your organization’s approach. There are a few key questions to consider when structuring your revision process: What is actually up for adaptation? We encourage you to be open to reviewing all components of your Vision, Mission, and Values since they are so tightly linked and are all essential to your organization’s work.

Remember that leaving a statement open for review does not necessarily mean it will lead to any edits. However, if there is a piece of your Vision, Mission, and Values that is not on the table for potential edits, you should be transparent and provide context for that decision with all process participants to avoid frustration down the line.

Which stakeholders need to be invited to the process, and at what level of participation? Consider what voices and perspectives are needed at the table and then determine the most effective ways to allow those folks to participate. If these statements were originally created by a small group, then this is the perfect opportunity to be more inclusive and allow more voices to inform the process.

How will decisions be made? Get and be clear about how input will be considered, when decisions will be made, and who will be making them.

What is the timeline and what are the resources needed for this process? Once you know who will be included and how decisions will be made, then determine the timeline and resources (financial, staffing, etc.) that will be needed to complete this process as designed. Note: If you have another planning process happening soon (like strategic planning) you can consider how to thoughtfully combine these two planning pieces to maximize the resources allocated.

Once this plan is mapped, ensure that it is communicated to all relevant audiences in advance of asking them to participate. No one should find out about the process for the first time while being asked to give input on drafts. Thoughtful planning and communication can make sure no one feels blindsided or marginalized. Before the process begins, let your team know:

  • How the process will look and who will be involved
  • What about the Vision, Mission, and Values is actually up for review and adaptation
  • Who will make decisions and how the decisions will be made
  • How they specifically will be invited to participate throughout the process

Step 2. Answer core questions

Although it can be tempting to jump right into editing your current statements, consider beginning with an open conversation about what should be true for your organization’s Vision, Mission, and Values.

Revisit the definition of each of these statements and invite your team to answer the central questions that define them:

  • Vision- If your organization were successful, what would the new reality look like for your community?
  • Mission- What role does your organization play in helping create that new reality?
  • Values- What beliefs and principles are central to how you do your work and operate in the community?

Whether you find that your team’s responses are perfectly aligned or very different, taking the time to openly answer these questions from the outset can help inform and strengthen the rest of your process. If you see lots of alignment, this can help you prioritize those concepts most important to people across your organization. If there is a great deal of misalignment across responses, it can pinpoint areas where you will need to put in effort to help everyone understand and get inspired by your organization’s updated Vision, Mission, and Values.

Step 3. Re-visit each statement in your current context.

Now you can draft updated statements in an informed way by bringing together your current statements, your team’s reflections from Step 2, and any other research and data you have available. While each statement should be tailored to meet the unique needs of your organization and its context, there are some tips to consider to help you draft the strongest statements with your team:

  • Strong vision statements…
    • are specific and simple, so everyone can easily understand this essential message.
    • provide a challenge by describing the ideal reality your organization wants to see.
    • inspire action and attract people to your cause.
  • Strong mission statements…
    • are succinct enough to be remembered and repeated by your team.
    • utilize positive language to describe the important work your organization does.
    • balances the emotional and pragmatic aspects of your work to ensure it is engaging but practical.
  • Strong Values Statements…
    • help to tell your organization’s story by expressing who you are and how you want to be known in your community.
    • have enough context to help folks understand what this value means to your specific organization.
    • can be utilized to guide decision-making and measure how these values show up in your work at the team and individual level.

Once these statements are drafted, be sure to follow the inclusive review and revision process that you mapped out and communicated in Step 1. It can be helpful to remind folks of the research and feedback steps that informed these updated drafts when you share them out.

Step 4. Share and incorporate

This is the easiest but often the most skipped step for a successful update process- Once you have these updated statements finalized, you should utilize them!

  • Be thoughtful about how you want to roll out these updated statements with internal and external audiences:
    • Consider how you can use these updated statements to help better align your current stakeholders and attract new supporters to your work.
    • Be sure that stakeholders who were involved in the update process are thanked for their perspectives and time when these new statements are shared.
    • Be proactive about providing context for any significant content changes you made, so that folks can understand the intentionality behind any of those larger edits. For Example- If you changed the way you identify the audience you serve in your Mission Statement, then you should be proactive in the way you communicate why the change was made and why you’re excited about it.
  • Update all tools that are tied to your Vision, Mission, and Values to ensure these updated statements are guiding your work:
    • Update all digital and printed materials to reflect your refreshed statements.
    • Utilize the updated statements to help guide decision-making across the organization. Make sure leadership is modeling how these statements are used in critical full-team decisions and planning as well.
    • Revise the structures and tools utilized to recruit, train, and evaluate the entire team- including staff, board, and volunteers- to ensure alignment with your organization’s updated Vision, Mission, and Values.

The best part is that these simple steps are also a cyclical process that can keep your organization ready for whatever changes come your way in the future. Consistently utilizing these updated statements (as outlined in Step 4) should help you easily identify when your organization has grown to the point where a Vision, Mission, and Values review and revision process might be needed again.

When you do determine it’s time for that update, you can simply repeat these 4 steps to help you shape a process that will leave you with a more invigorated and aligned organization primed for even greater impact. If you are interested in how Hedges can help your team engage in this 4-step process, please reach out to me at kateb@hellohedges.com so we can find a time to chat.

Kate Brierty is passionate about asking the right questions to help groups have conversations and make decisions that will create real impact for the people they serve. She has lived out this passion for over a decade in education and nonprofit spaces in Charlotte, Detroit, and Indianapolis. In all her work as a consultant at Hedges, Kate is focused on pursuing meaningful results while keeping people at the center of her work.

Feb 20

Practice leadership more intentionally

By Sponsor Insight

by Jeffery Kaufman Ph.D., associate professor of leadership and research, The Klipsch Educators College at Marian University

Leadership is hard work. Every day, all day, how we show up as professional leaders is either building engagement and energy or draining it. The good news is that there are specific patterns of thought and action that can help leaders show up more wholly, and in turn, liberate organizations to unleash their full potential.

Marian University’s Leadership Academy helps individuals in authority roles practice leadership more intentionally. Our practitioner-focused programs emphasize the Adaptive Leadership framework, developed at Harvard University. This foundation provides a leadership focus that recognizes organizations as social systems, differentiates between technical problems and adaptive challenges, and expressly accounts for the nuance and power of authority and group dynamics.

To meet your individual leadership goals and growth, Marian University provides individual leadership courses, executive certificates, a Master of Arts in leadership practice, and a doctorate in Organizational Leadership. Learn more about these various options at the university’s website.

Why?

There is more to organizational leadership than simply meeting technical goals and objectives. Organizations rarely struggle with technical problems given the availability of experts to solve problems that have known solutions.

Where organizations have the most difficulty is in addressing adaptive challenges where people have conflicting values, beliefs, and loyalties. As the stakes rise and the challenges become increasingly complex, perspectives diverge, and stress begins to bubble — first beneath and then above the surface.

Stakeholders may not be sure how to express their passion/fear/outrage in a constructive manner. This program works to develop your capacity and skill set to be more effective in understanding and navigating those most difficult challenges — exercising leadership from any position, mobilizing others to make progress on your organization’s most difficult issues.

What?

We will explore life-giving leadership tools and practices that help create a purpose-driven culture including motivation and engagement, understanding self and others, gaining awareness of authority and group dynamics, and using emotion for wisdom and energy. In short, building capacity to be present to your community as an intentional and centered leader when it matters most.