Welcome to Joan Roberts Consulting!

Working together is not always easy. Competing objectives, poorly defined administration responsibilities, and polarized decision-making often result in good ideas being tied down by poor collaboration. As an organizational consultant to non-profit and government agencies, Joan Roberts Consulting helps people find solutions to complex social problems by showing them ways to start and sustain a collaborative process inside and outside their organization.

Using the 6-step process developed and detailed in Joan Roberts’ book, “Alliances, Coalitions and Partnerships, Building Collaborative Organizations,” organizations can learn how to build alliances and partnerships, define and map out complex issues and act collectively. As an experienced consultant and leadership trainer with more than 20 years in the field, Joan Roberts’ clients have included: the Wellesley Institute, the Ontario Association of Police Services Boards, First Nations Governance Authority, Miami Dade (Florida) Health Unit and Wilfred Laurier University. Joan Roberts Consulting, teaching and facilitating to:

  • Building external coalitions.
  • Lateral leadership skills.
  • Democratic approaches to organizational structure.
  • Organizational effectiveness in governance, trust building and co-ordination.

“Great ideas for social change need great organization to make them happen.”

Ontario Non-Profit Network and tips on getting our message out!

Last week in Toronto I attended a one and half day session hosted by ONN.  The Ontario Nonprofit Network (ONN) is a network of networks that helps to build communication and coordination amongst nonprofit organizations working for the public benefit in Ontario.

The event was annual province-wide forum for nonprofits in Ontario - "Our Sector, Our Vision". The purpose was to come together to start building a cross-sectoral agenda of priority issues. The agenda will be further developed in upcoming fall regional consultations.

I thoroughly enjoyed the session and am delighted to see progress on a united front. There are so many issues that need co-ordinated action across the non-profit sector and the need for a collective voice in discussions with government. I urge you to get involved. The website is www.ontariononprofitnetwork.ca.

Carol Goar of the Toronto Star wrote an insightful article which you can access at  C:\Users\Joan\Documents\TheStar_com Opinion Many names but not much of a voice.mht.

In her comments to the session, Carol gave some great tips to Non-profits on getting your message out there.

Dos:

  • Do show people the difference you are making.
  • Let the people you have helped speak.
  • Use a news hook to grab the reader's attention.
  • Put yourself in the shoes of your audience.
  • Connect your mission to the listener.
  • Explain why you are dependent on government money and why you relinquish control of your agenda to government ( in return for funding).
  • Contact reporters who cover the topic

Don'ts

  • Don't rely heavily on statistics.
  • Don't use wooly language (jargon and buzzwords).
  • Imagine yourself talking to your neighbour.
  • Don't assume the internal workings of the NPO sector matter to the audience. They are not issues outsiders care about.
  • Don't rely on polls-they have little credibility.
  • Don't let setbacks defeat you.

Great advice!

 

Choice Architecture

I am ambiguous about sharing with you the book I am reading right now. It’s called Nudge: Improving Decisions about Health Wealth and Happiness, by Richard H Thaler and Cass Sunstein. But I think those of us who serve the public, are not very conscious about the choice architecture we design into the programming and form filling procedures. Nudges can be as much a policy instrument as legislation but are also used by the private sector to nudge our purchasing decisions.

 I am ambiguous because the authors relate their ideas through an ideology called libertarian paternalism. Both terms, libertarian and paternalism make the hair on my arms stand on end as they are associated with the right wing of the political continuum. But the authors believe this ideology can be the basis for bipartisanship in the US and since reading most of the book I find many of their ideas are human positive and of real value to people like health promoters and equal rights advocates.
 
Their thesis goes like this: regular human beings can’t handle all the choices they are provided with in daily life. There is just too much time needed to process all the information (much of it unintelligible) that is necessary for good conscious decision making. So much of the time people just choose the default choice. So if their favorite show comes on the CBC Monday night at 8 they stay tuned to that channel for the rest of the evening. This default decision saves them the trouble of looking over the TV guides. The opportunity for change comes for decision makers to build in healthy choice for the default choice. Other examples of choice decisions include where dieticians position healthy food choices on the cafeteria shelves to offset the default choice for junk food to nudging people to save rather than spend macro-economic policy.
 
The book contains lots for health promoters and change agents to mull over. The authors discuss bad nudges and advocate for transparent rules of engagement. This book provided me with a different way of looking at change and lots to think about.
 
 

 

How does one develop political acumen?

I was just doing some training with a predominately female workplace.

The Competencies under the Collaborative Tent

People sometimes wonder why I am so versatile? Why not just specialize in one aspect of NPO development and then bill myself as a specialist. 

It’s too simple and frankly undermines the breadth of skills that collaboration practitioners need to build effective multi-stakeholder organizations. I wouldn't be modeling what I teach.   Over my wild and wacky career, I have developed the key competencies either through education, training or direct experience. After learning how to train professionally, I translated my knowledge and skills into skills training designed to build skills quickly for the non-profit and government workplace.  As much of my work is focused on collaboratives I market it as such. However I do the same kind of training and consulting with sole organizations. The only real difference is the scale and reduced complexity because of the number of players involved.   

In my first book, Alliances, Coalition and Partnerships, Building Collaborative Organizations I presented a model of trans-organizational effectiveness that illustrated that a practitioner had to tend to three streams at the same time- people or trust building processes, power and governance processes and work or management co-ordination processes.  My new book focuses just on one process stream in that model-the power and governance process stream but touches on all the rest because the skillsets are intertwined and interdependent.   You still need to build a good group dynamic and trust if you expect effective governance in a collaborative organization. The same holds true for work or implementation processes.

Recently I attended a session with an American Professor who teaches a program for strategic alliance managers (sort of a private sector counterpart of collaborative practitioner except every partner in the collaborative has an alliance manager) and she reported that the job of strategic alliance manager is now seen as a direct route to the office of CEO.  Managing the complexity of alliances requires a very high level skillset similar to a CEO's task of of managing stakeholders  and shareholders.

I think the same holds true in the non-profit and government sector.  For a practitioner to work in the ambiguous territory outside of their home organization requires all the skills of a manager including project management skills to financial and HR knowledge plus high level change management skills.  And as my new book points out the practitioner needs to hold the skillset for governance too.

So building your collaborative skills is not a waste of time or energy but a direct investment in your career. All the skills and tools needed for collaboration originate from simpler applications in a single organizations.  Getting comfortable with conflict is only going to improve your ability to handle conflict in your workplace as it will in working with a collaborative. Ideally people would not engage in a collaborative unless they were highly comfortable with conflict because much of what a collaborative process does is resolve conflict.  From becoming proficient in managing staff to developing awareness of group dynamics and learning how people adapt to change, to understanding governance and oversight functions, all are necessary to work in the complex territory that demands a collaborative response for effective change to take place.

Innovation

This was written in December of 2008 but just posted.

Innovation is becoming the new buzz word in the NPO sector and funders are actively trying to develop the capacity for innovation in the sector.
 
This kind of boggles my mind because I see innovation everywhere in the sector. A system planner/analyst looking at the sector might say there is too much innovation. One characteristic of the NPO sector is that a social entrepreneur sees a need and then invents a new organization and programming to meet it. That’s as much innovation as  ny private sector entrepreneur who launches a new product for the marketplace.   Isn’t funny how funders hate the proliferation of new agencies because of system inefficiencies but still want innovation.
 
I just read a presentation by Neil Bradford on a National Community Innovation System http://www.cprn.org/documents/50766_EN.pdf
 
The following slide really resonated with me!
 
Community Based Organizations are Today’s Innovators
  • Adaptive to emerging resident’s needs
  • Nurture leadership and citizenship
  • Outreach to citizens on the margins
  • Pilot new policy approaches
  • Advocate systemic change
  • Shape culturally appropriate services
  • Holistic policy through services co-location and continuum of supports
My belief about the innovation capacity of the sector is closers to Bradford’s. The NPO Sector is uniquely innovative and is the sector that is tacking the complex social issues of our time.
 
Yet academics and don’t buy the product of innovation as having value until it’s been tested or evaluated to prove its benefit. So what “they” want is lots of proven innovation. Just like the private sector. Just like Canadian branch plants of international companies who do no research and development work here in Canada.    A new product for the marketplace is not really saleable (a good investment) until its established a market of 5 -10 million dollars. Then it’s worth has been substantiated by all the people who have bought the product.
 
So maybe that’s the issue. The innovation of non profits has just not proved to be worthy. And that’s want funders really want-proven innovation. Programs that prove they make difference.
 
Yet that’s an incredibly complex problem. It’s almost impossible to prove that just one particular program that a client attended for a particular point in time was the one that led him to change. The evaluation that exists in the sector is often qualitative, and clear casual links between individual or community change and a particular program hard is difficult to establish. Its often only possible to get quantitative measures for numbers of participants and numbers of client contacts.
 
But what if we could come up with an across the board quantitative measure that we could use to measure progression in individual, organizational and community change processes?  I read an interesting article The Metric behind the Slogan by Michael Schrageat that can be found at http://www.strategy-business.com/enewsarticle/enews120208 about how the measure itself transformed and catalyzed the development of industries. For instance when the measure of how many miles per gallon was developed to assess car fuel  efficiency it was the key measure that provided the impetus and rationale to build fuel efficient cars.
 
So what I’m thinking is that we need to harness our creativity to create the measure that we can use to measure individual and social change. 
 
Any thoughts?

How important is collaboration to the success of your organization?

The Importance of Governance

Canadians are engaged in learning about the national governance structure like never before. Opinions of ordinary Canadians are being expressed non-stop and many are deeply disturbed at the overt power struggle underway and the overheated conflict. Yet despite the fighting that looks to be all over the map, there exists clear rules of engagement called parliamentary procedure. These rules have evolved over nine centuries and provide for all kinds of possibilities including the rare form of government in parliamentary democracies- coalition government. The amazing thing about this “so called” crisis is that everyone is playing by the rules.

A lot of the debate is focused on what the rules are and interpretation of the rules. Granted the rules are being stretched to the max as with the situation today with the Governor General agreeing to the suspension of parliament. However, in my work with organizations and collaboratives, the most frequent situation I find is that they are playing without any rules. Often there is so little governance in place that when there is conflict and power struggles, as can happen with any difference of opinion, the parties to the conflict be they board members or collaborative members don’t know what the rules are or have none in place, so that the conflict is managed and resolved.

The rules that guide decision making and guide the resolution of conflict are found in a governance framework not only for governments but for all kinds of organizations. A governance frame work includes things like decision making processes, organizational assignment of powers and authority and guidelines for decision making called policy. I am writing a new book that provides a guide to creating an effective governance framework for collaborative organizations. Difficult issues and power struggles are as inevitable with collaborative organizations as they are with governments. Stay tuned as I talk about the topics of collaboration and governance.

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