Author Archives: Carlo Cuesta

Client Spotlight: Scholarship America

The following video features Scholarship America’s A Dollar A Day Campaign. I had the good fortune to work with this team on their strategic plan. They are doing amazing work in helping the nation understand the issues students face in accessing, completing and reducing debt associated with education beyond high school.

Defining Your Organization’s Value

This installment of the Sixty-Second Strategy covers a quick exercise to help organizations define the value they create and deliver to the communities they serve.

For more information, go to the related post entitled Owning Your Place in the Community.

Also, visit the previous Sixty-Second Strategy installment– Kick Start Your Story.

Owning Your Place in the Community

[The following is an excerpt from a keynote I gave to the Southern Minnesota Nonprofit Summit.]

Fifteen years ago this week was when I arrived in Minnesota to become the Executive Director of The Playwrights’ Center. My wife and I were newly married. We drove 900 miles from Dallas to Minnesota with most our belongings in tow. I was very excited about taking this position. At 27, I would have a staff of 12, a budget of just under a million dollars, financial reserves in the bank, and a strong national reputation to build on. What I didn’t know, it was all a house of cards.

I remember feeling something was up during the interview process and after I took the job it became quickly apparent that the organization was not great shape. The first sign was how out of step the staff and board were with one another, and the second sign, was how disconnected the board was with the organization as a whole. Most troubling, was how the organization’s main participants, playwrights, universally felt the organization was past its prime.

After a week on the job, I was on an airplane going to a national conference and I had brought my calculator along. I was working through next year’s budget on some scratch paper. It might of have been some turbulence or a change in altitude, but I remember my eyes rolling up inside my head and falling against the window, thinking to myself: “What the hell have I done? Why did I take this job?” I was staring out the window at the clouds, but what I was really staring at was an organization that only had half the income needed to balance next years budget with all of its reserves spent on paying off the current year’s expenses.

Cutting half of your expenses is not trimming the fat, it’s not even just cutting into the bone, it’s all out amputation. Not to sound too graphic, but what followed was a blood bath. We cut programs, staff, anything and everything. After we were done (besides the fact that no one on staff would talk to me) we bought ourselves a little time, but we did not solve the intrinsic issue—we had become irrelevant.

Soon after I was having lunch with a board member, who had been on the board for about four years, and she asked me: “What is that we do?” After staring blankly at her, I launched into my spiel and quickly realized she wasn’t listening. She stopped me and said: “Why should I care?”

As you can imagine, this was a very dark moment for me, but also a very illuminating one.

A client of mine, whose organization was in a similar situation, once said to me: “We are not who we are.” This struck me because if you do not know who you are, then no one else knows who you are. Your organization lives on the edge of relevancy. It does not own a place in the community. It’s peripheral.

Overtime, I have come to learn that answering the question “who are we?” is not solved by just developing a well-worded mission statement. Knowing your purpose is important, but it is only an inward view. Leading healthy and impactful organizations requires both an inward and outward view of your work. Knowing “who are we?” is also about the value you choose to create, and more importantly, who you create this value for. The value you choose to create is ultimately what determines who you are in relationship with and allows you to shine a light on your place in the community.

Please take out a sheet of paper.

1. In the middle of the sheet of paper create a box large enough to write inside of it. Like this.

2. Now, in the middle of the box, write down the specific meaningful value your organization creates and delivers to the communities you serve. This is different than your mission. This is actually what gets delivered—as tangible as food for the hungry or intangible as food for the soul. Be specific as possible.

3. Now, at the top of the box describe the people who directly receive the value you have created and delivered. These are your participants or clients or audiences.

4. Identify the people who are investing in the value you create, again be as specific as possible. These could be foundations, individual donors, and government agencies.

5. The next step is a little more difficult. Identify the people who benefit from the value you create but not directly. This could be a neighbor living on a street where gang violence has declined due to your youth program.

6. Now, identify the people who create this value. This is you, your board and staff, and volunteers as well as partners you work with.

7. Finally, look at your work and answer the following questions:

    How relevant is the value you create to the people around the box?

    If you change the value you create, how would the people around this box change? Who would join and who would go away?

    Is there audience or constituency you always wanted a relationship with, what kind of change in value would you need to make in order to be relevant enough to attract them?

    How can we accelerate pursuit of our mission by creating value that brings the people we need to succeed together?

Keeping an eye on the value you create, needs to be a strategic governance and operational priority. Not only to sustain your organizations, but to also take your work to new heights. This is not something you check in on every three years, it’s something you do in real time. You also must do it in ways that reaches out beyond your own notions and embraces multiple points of view.

Turkish author, Elif Shafak summed this up nicely in a TED Talk that she did a few years ago, she said: “We all live in a social and cultural circle… If we have no connection what so ever with the world’s beyond the ones we take for granted then we run the risk of drying up inside. Our imagination might shrink, our hearts may dwindle, and our humanness might wither if we stay for too long in our cultural cocoons.”

Inherent to the value we create for the communities we serve is keeping the impulse and inspiration to create alive. We do this by reaching both into and beyond the world “we take for granted” and engaging communities in a creative process.

This is how we saved the Playwrights’ Center from extinction. It didn’t happen overnight, it actually became an ongoing process, one that started with lots of listening that led to many ideas, that led to defining a strategy, that led to taking action, that led to a change in the value we created. In fact, over a six year period, we moved from being a “club house for playwrights” that was no longer relevant into a conduit for playwrights and other artists, playwrights and audiences, playwrights and theatres, playwrights and businesses, etc. to forge deep connections.

Through this rich collaboration with artists, funders, businesses, educators, neighborhood residents, etc.—we came alive. They helped us rediscover the meaning in our work and find our place in the community. And as soon as we did, we started again.

Here are a few principles I would like you to take a way from this talk:

1. Know the value you create. Work with board and staff members to define it.

2. Create an open invitation to explore. Reach beyond your inner circles and welcome others into the process.

3. Instigate and lead the inquiry. We are experts and we should take on the responsibility to ignite these conversations out in the communities we serve.

4. Be passionate not opinionated. Do not create a competition among ideas, welcome differing point of views as well as not lose sight in what you believe.

5. Own the Direction. Once you choose a course of action, take ownership of it and nurture it.

That board member who I had lunch with, got caught up in this rich creative collaboration we forged. She ended up leading our capital campaign to build a place where we could deliver all this value. She raised a lot of money for a cause that she truly believe in.

Simplicity in Your Message: From MINNESOTA ORGANIZATION ON ADOLESCENT PARENTING, PREVENTION & PARENTING… to Teen Wise Minnesota

MOAPPP (Minnesota Organizational on Adolescent Parenting, Preventing, and Parenting) engaged Creation In Common to help them develop a new name. Though the acronym became known among close stakeholders, few were able to identify the value the organization created (and fewer were able to get the three “P”s in the right order).

Graphic Design By Jennifer Brower Montgomery

As MOAPPP completed a comprehensive strategic planning process, the organization recognized that its role in the state had broaden from working primarily on teen pregnancy prevention to focusing on adolescent sexual health and parenting. Creation In Common facilitated a naming ideation process that included in-depth interviews with key stakeholders and focus groups to test naming alternatives. Teen Wise Minnesota consistently received high marks from MOAPPP’s primary audience — educators and professionals working with youth as well as being well-received by a new audience the organization wishes to target— parents of adolescents.

The name was unveiled today at Teen Wise’s annual conference.

Kick Start Your Story!

Your organization’s stories are key to helping you convey the unique value you create for the people you serve. The following 60-Second Strategy video provide five simple questions to help you and your team craft a compelling narrative about your work. 

Nonprofit Branding in the Age of Social Media

An article in the December issue of Twin Cities Business Monthly captures a wonderful case study on the branding work Creation In Common did for CaringBridge. CaringBridge is a nonprofit providing free websites that connect people experiencing a significant health challenge to family and friends, making each health journey easier.

Go here to read the article.

Your Promise Is Your Brand

Here is an oldie but a goodie.

My partner Padraic and I wrote this article for the Nonprofit Quarterly on branding back in 2005. It captures the idea that a strong nonprofit brand goes beyond good marketing. First and foremost, it’s about deep organizational development.

Go here to take a look.

Bookmark Advisor to Superheroes

Rethinking the Volunteer: Three What Ifs

My home town (Minneapolis/Saint Paul) is the top city in United States for volunteering in 2009 according to an article in yesterday’s Star Tribune. Over 900,000 area residents volunteered an average of 44 hours for schools, churches, and nonprofit organizations. Astounding!

Volunteers are no longer an after thought or a minor tactic for organizations. The nonprofits I am working with all are looking to transform and advance their volunteer programs. But there is definitely some trepidation about the value of this resource, if volunteers can be depended upon, if they can do more than very basic tasks e.g. “lick envelopes”, and if they can leverage more staff capacity rather than use it up.

I think we have to break with past stereotypes and rethink how we can leverage this incredible resource. Here are three “what Ifs” to help do that:

What if… we think of our volunteers as collaborators rather than free labor.
We ask them to join us to develop solutions to chronic issues in how we deliver our services. We invite them to strategy sessions, rather than provide directives. We delegate authority to them to take action.

What if… we raise the bar for who gets to volunteer and what is expected of them. I know, I know, this isn’t very Minnesota nice of me, but how about demanding results and becoming known as the place where only the best volunteers get to give of their time. We set the expectation that they get to apply their highest level of skill to the biggest challenges the organization faces.

What if… we merge our human resource, volunteer coordination, and resource development functions. Or at least, build strong cross-functional collaboration among these areas in order to imagine how to get the most from our volunteers. We help staff learn how to maximize the efforts of their volunteers. We measure volunteer activity in real dollars setting benchmarks for how much volunteer time (i.e. volunteer dollars) that needs to be raised each year.

These are just a few thoughts. Please comment and share your “What Ifs” for rethinking volunteers.

Bookmark Advisor to Superheroes

A New Kind of Board Development: Unlocking Innovation

Unlocking Shadows by Zen

Unlocking innovation needs to be the first priority of board development: the ability for volunteers to share their creative ideas with one another in order to elevate strategy and propel the organization’s mission forward.

Imagine that seated at your board meeting is a product marketer who is an expert on how to manage global brands. She is sitting next to a lawyer who is a specialist in intellectual property. Next to him is a community activist who is an outstanding civic organizer. Great people brought together to do great things. What happens if their individual talents outstrip the actual performance of this board of directors?

Board members need to believe that their talents will create something meaningful and impactful. As a group, they need to see how their abilities come together into a useful whole that guides the organization forward. Otherwise, their talents are wasted and the desire to participate suffers.

The typical board meeting is set up to convey, receive, and process large amounts of information in short periods. Rarely are meetings set up to cultivate deep discourse and creative thinking. It is impossible to strengthen an organization’s capacity if it is without a board of directors that has time to think, talk, and act together. The challenge is knowing how to promote creative ideas that lead to innovative approaches within the constraints of available time and focus. Overcoming this challenge requires a change in how nonprofit boards operate.

Many nonprofit boards are successful at unlocking innovation by creating a big picture that they can easily reference in order to see how major actions across the organization relate to one another.

Mission & Strategy Model

For example, boards need to see how their efforts to develop people (new members and staff leadership) will influence how they raise funds and how raising funds and developing people affects (and is affected) by how they oversee resources. More importantly, the board needs to see how these activities connect to organizational priorities defined by its mission and strategic goals.
Through this “big picture,” individual members have a reference point in which to gauge performance, track results, and trace issues; the board as a whole has a common framework that fuels discussion and collaboration. Without it, boards are stuck in a cycle of constantly needing to be reoriented to the issues of the moment, offering general and unfocused advice, thus finding their ability to take action on important issues in a timely manner severely limited.

Here are four ways a board can develop its ability to see the “big picture” and unlock innovation:

Engage the Cause – Even though they may never be cause experts, board members need to build a working understanding of how the organization delivers value. This is about creating opportunities for program and service experiences that give members direct contact with staff and participants. Here they can see how dollars work, why staff are so important, and where investment must occur.

Make Plans that Foster Orientation – Creating continuity from board meeting to board meeting is essential. Strategic plans that align goals, actions, and outcomes to specific indicators and benchmarks help board members identify where the organization is at and how they can contribute to forwarding the organization’s overall strategy.

CONNECT Instead of Meet – To make the most of board members’ time, meeting agendas need to focus less on reporting and more on facilitating discussion that helps board members address system-wide issues, coordinate action across functions, and adjust the overall strategy based on changes in the external environment as well as the organization’s performance.

Motivate Action through Compelling Outcomes and Goals – Along with seeing the big picture as a board, committees and taskforces need to know what success look like within their specific efforts and that the goals they are striving to achieve are meaningful. Clear and compelling outcomes and goals motivate action; they deepen engagement and get members past the demands of the work itself. Muhammad Ali once said “It isn’t the mountains ahead to climb that wear you out; it’s the pebble in your shoe.” Boards need to remain focused on the “mountains ahead.”

Every volunteer board member has an innate desire to apply his or her creative self to making a difference. Board development that focuses on unlocking innovation applies board members skills, expertise, and life experiences to challenges that grow their individual gifts and deepen their ability to govern as a group. By rethinking how a board operates, the right balance can be struck between the efficient use of time and the desire to affect an organization’s future.

An edited version of this article appeared in the spring edition of the newsletter for the Minnesota Council for Nonprofits.

Bookmark Advisor to Superheroes

Help! Your Knowledge and Insight is Needed!

Creation In Common's Nonprofit Branding Model

Six years ago, I wrote Building the Nonprofit Brand from the Inside Out and its time to revise it. Much has changed in the area of nonprofit marketing, communications, and branding.

Before I start my revision, I welcome any thoughts on the topic. Please read the article and send your comments. I will attribute any insights on this blog before relaunching the article.

Thanks,

Carlo
carlo@creationincommon.com

Bookmark Advisor to Superheroes