Author: Vu

EDiquette: 13 common courtesies every ED should follow

Posted on by Vu

EDOnce a month, we Executive Directors get together for ED Happy Hour, a time for all of us to share best practices, discuss the challenges of our field, and strategically plan for collective impact. At least, that’s what we tell people while we argue over topics like who would win in a fight, a hungover gladiator, or a ninja who accidentally took night-time cold medication? Last month, 13 ED’s got together, and the topic of ED-to-ED interaction came up. So, in a mostly sober state, we hammered out a list of common Executive Director etiquette, aka “EDiquette.” Here they are, in no particular order:

Ye Olde Liste of EDiquette

EDiquette 1: An ED will always have another ED’s back. For example, if another ED texts saying he’s having a bad day, we’ll drop everything to cheer that ED up. Unless we’re talking to a funder. Or playing Scramble with Friends.

EDiquette 2: An ED will not use his or her personal assistant to schedule a meeting with another ED, unless that other ED has a personal assistant too. This generally makes the ED without an assistant feel like crap and is not nice. Each time I get an assistant after directly emailing another ED, I am tempted to write back something like, “Please tell Her Royal Directorship, Mabel the Strategic, Successor to Julian the Programmatic, Successor to Edna the Founder, that I shall be glad to meet with her at noon on the 19th of May, and that upon my return to the office, I shall order my staff to sing her praise for seven and three fiscal years.”

EDiquette 3: An ED will not ask another ED to serve on his or her board. Unless it’s short-term and for a very strategic reason, such as turning a particularly challenging board around or bringing balance to a board/staff baseball game.

EDiquette 4: An ED will not fraternize with or poach another ED’s staff. Good staff on the team means we ED’s can work less while taking credit for more stuff, so it’s not nice for another ED to steal them, or groom them to be stolen later.

EDiquette 5: An ED will not ask another ED to be a table captain. We can, however, ask other ED’s to purchase individual tickets and be there for support. But, minimum donations do not apply to ED’s since we go to so many of these events and would be seriously broke if we had to give the minimum each time.

EDiquette 6: An ED will try not to look at another ED’s salary information on 990 Finder. And if she does–shame!–she will not admit to doing so. It is best to assume that all of us are equally underpaid.

EDiquette 7: An ED will not talk bad of another ED. Ex-ED’s who chose to leave are fair game, as they have scorned our noble position, and thus we are righteous to spake ill of them and curse their field to remain fallow and their livestock barren until the seventh generation.

EDiquette 8: An ED will not judge another ED’s coping methods. It is a stressful job, and each ED deals with it in a different way, be it drinking, or watching excessive amounts of TV, or making sock puppets resembling local program officers and having them act out scenarios where they fund our organizations. (What, like your Saturday nights are soooo much more exciting).

EDiquette 9: An ED will freely share templates. We don’t need to reinvent the wheels; it’s helpful when ED’s share their personnel handbook, anti-discrimination and harassment policy, succession plans, and recipes for simple yet elegant h’ordeuvres.

EDiquette 10: An ED will open doors to funders or other stakeholders when nicely asked by another ED. Especially when asked at a bar after the other ED has bought several rounds already.

EDiquette 11: An ED will not say to another ED, “You look tired.” That’s just a euphemism for “You look like crap.” We know this already. We have accepted the fact that ED’s age twice as fast as normal people.

EDiquette 12: An ED will be honest with another ED when asked about the performance of a staff who just applied for a position at the other ED’s organization. There are liability issues, so we are using a system of signals. One cough means “This person had a bad attitude and didn’t get along with the rest of the team.” A yawn means “This person was not good at following through.” A long sniffle followed by a sneeze means “This person may actually be one of the Four Horsemen of the Apocalypse.”

EDiquette 13: An ED will publicly admit to knowing another ED, especially in front of program officers, even if that other ED is embarrassing and says things like “I have a sock puppet that looks exactly like you.”

If you’re an ED, feel free to suggest other items (if you’re not on the EDHH mailing list, email me). And spread this list far and wide, especially to Their Royal Directorships, the ED’s who have assistants.

The Staff 360, an instrument of pain and enlightenment

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unicornsAbout once a quarter, the VFA staff conducts what we call a “Staff 360,” a time dedicated for team members to give each other feedback in 8-minute one-on-one meetings. It’s like speed dating, but instead of talking about how much you love Modern Family, you give and receive constructive feedback that will help improve team dynamics and, more importantly, prevent people from hogging the entire bag of Tim’s Cascade jalapeno-flavored potato chips, which are like salty morsels of happiness and are meant to be shared with everyone in the office, James.

We started doing this over a year ago, when we realized that as a team we spend more time each week with each other than with our own family members, and that inevitably leads to misunderstandings. These misunderstandings, I’ve learned, when not properly handled, usually lead to conflicts that I have to step in as the boss to resolve. I am a busy person, with important executive things to do such as attending meetings and scheduling meetings to attend. I do not have time to resolve petty, ridiculous complaints like “Tony keeps leaving his dishes unwashed for days” or “Thanh never replaces the toilet paper roll when it’s empty” or “Vu, did you take care of the payroll situation?! We haven’t been paid in three months!!” etc.

Staff are encouraged to give each other feedback directly as things come up, and I schedule regular one-on-one time with team members. However, having a focused period of time for all of us to be able to simultaneously give everyone else on the team feedback puts us all in the mindset of constant improvement, learning, and fear. And since each round is only eight minutes long, everyone has to get to the point very quickly. Last week, we had the winter Staff 360.

“All right,” I said, glancing at each of the seven faces staring at me around the conference table, “you know the three basic rules regarding feedback that we learned from our coach Colleen. First, discuss tangible behavior, not personality. Focus on what someone should keep doing, do more of, or do less of. Try to be specific, with examples.

“Second, assume the best intentions, both when you’re giving feedback, and when you’re receiving it. What’s the last rule?” They looked at each other. “Uh,” ventured one staff, “don’t stab people when they give you feedback?” “Yes,” I said, “we do not want a repeat of the 2010 annual dinner post-mortem.”

“Overall,” I continued, “we are not our feedback. Feedback is just how other people experience us. We don’t have to agree with anything anyone says. Unless I say it. Ha ha, just kidding. Kind of.”

We broke up into different corners of the office. One of the staff volunteered to be the timekeeper. I claimed the conference room and worked to cultivate an aura of the enlightened leader, one who is confident and decisive, yet also approachable and understanding. Being an enlightened leader, I had spent time the previous evening during commercial breaks of the Walking Dead writing up notes on each staff’s strengths and areas for improvement.

A staff walked in. “How’s it going, Kevin?” I said, using pseudonyms for this post, except for James, who needs to go easy on the jalapeno chips.

It is surprising how much information can be delivered in eight minutes when both parties are prepared. When we first started implementing this system, the staff were resistant. During the first few Staff 360’s, there would always be some excuses for skipping, such as bird flu or emergency amputation. However, as we do more and more of them, they started growing on us. When everyone is simultaneously giving and receiving feedback, it doesn’t seem as personal. It actually became sort of fun, like flossing. Plus, it’s not just giving constructive feedback, but also showing appreciation, which as a society we don’t do enough of.

“Under the category of ‘keep doing,’” I said, “I really appreciate the energy you bring to the office. Things are just more fun when you’re around, and it makes me look forward to work each day. I appreciate how thoughtful you are, especially with new team members, taking time to show them the ropes in addition to all your other work. I know you stayed at the office until 9pm last night preparing for today’s program. Thank you for all you do to make VFA great.”

“Sorry,” I said, turning away, “it’s my allergies; it makes my eyes water.” I went into feedback on what he could improve on, then it was Kevin’s turn to give me feedback. “Time’s up,” yelled the timekeeper after eight minutes, “switch!” Kevin left and a new staff, Thanh, entered. Thanh is not directly under my supervision, so I didn’t have much feedback to give her. This was a chance to check in to see how she’s doing, and maybe schedule a follow-up one-on-one.

We did seven rounds in about an hour and fifteen minutes. The staff are always very thoughtful with their feedback. One said, “You have to spend more time cultivating sponsors and donors. Less freaking out and micromanaging. Seriously, we can handle most things here while you’re gone. Just answer your emails faster. Also, have you tried Proactiv? It works for my cousin…”

Sometimes, I don’t agree with the feedback.

“You can’t keep using unicorns for all your jokes. Yesterday, you were like ‘I went to this law firm for a meeting, and it was ridiculously nice, I think their conference table is made out of unicorn horns.’ You use unicorns for everything.” Unicorns are always funny, I thought, slightly resentful of this criticism. But if it bothers him, I can reduce references to them.

After the final round, the whole team gathered for a quick, 15-minute discussion on simple things we can do to make the office better. The energy after the speed-feedback session is always great. Everyone feels both heard and appreciated. Someone suggested more plants in the office. Someone else recommended we pick a new restaurant each month and go as a team for lunch.

“We don’t get any sunlight in this office,” a staff said, “we should find a grant to build a skylight!” We all laughed.

“Yeah,” I said, “after we get a grant to buy a unicorn!”

Look, habits take a while to break.

Being a nonprofit with balls, part 2

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balls 1Two weeks ago I had lunch with Luke, whom you may recall from “Being a Nonprofit with Balls.” Luke had come to VFA a couple of months ago asking us to rally 15 to 20 community members for a focus group. I had just woken up from my daily ED power nap and was kind of groggy and in no mood to be accommodating, so we got into a fistfight. Of course, this the nonprofit field in Seattle, so by “fistfight” I mean that we threw big concepts, hoping to wound each other with phrases like “authentic engagement” and “equity.” I told him that we small ethnic nonprofits are overwhelmed with similar requests from well-meaning organizations who are trying to be “inclusive” and that we just didn’t have staff capacity to do it and that he should go back to advocate for more equitable funding if he really wanted to authentically engage the communities of color.

We decided to have lunch, and I was looking forward to it. While I thought Luke’s approach was ineffective, I appreciated his refreshing directness. He arrived on time at my favorite restaurant. Since he was technically my elder, I poured him tea.

“So, how did you get to where you are?” I asked. He told me of his journey and of his philosophy on life, which is basically that if you serve others selflessly, the Universe will reward you.

“I moved up here, didn’t have a job. I was at this event, and I met Ted, who is a millionaire. He told me about this thing he’s trying to do to improve education, so I said that sounds great, how can I help? And he gave me a job.”

“That’s great,” I said, wishing that I knew more millionaires so I could be selfless around them.

“Listen,” he said, “that thing with asking you to put together a focus group, that was garbage.”

“It’s OK,” I said, “we get asked all the time. We know people mean well.”

“It’s just, how do we get the communities to the table? We keep inviting them.”

For the past several months, I’ve been on this bent about community engagement and funding equity, especially around education. After talking to Luke, I realize that he’s a nice guy, but his approach is very indicative of the standard approach to community engagement, which has gone nowhere. People wonder, Why are the communities of color refusing to join our table? We’ve invited them countless times. Don’t they want to work with us? We’ve prepared place settings for them and everything!

The reality is that whoever hosts the table has the majority of the power. They can shift people’s seats around, kick them out, refuse to share the recipe for coconut cornbread, or whatever. It is challenging to have authentic engagement when people feel like guests at a table and not a co-host. “Inviting” people to the table is not enough, since this is symptomatic of not engaging people at square one, when the table was being created in the first place.

“Community engagement must begin at square one,” I said. “Too often efforts get to square three or four, usually well-supported by funding at each step of the way, before people stop to realize, ‘Hold on, we’re not doing a good job reaching underrepresented communities.’ They scramble and backtrack, but it may be too late, since funding usually has been allocated without these communities in mind. So then we get asked to participate without being provided resources.”

“Another thing,” I said, “the people most impacted need to lead the effort. This is especially true with an issue like education, where the ‘achievement gap’ is basically kids of color. If this is the civil rights issue of our time, then the people most impacted need to be in the front leading. Allies and supporters are critically important. This work cannot be successful without then, especially since they have the relationships with funders. But they must be on the side or behind supporting the people most affected by inequity. Too often we see well-meaning people coming into the neighborhood saying ‘Hey, we know what works best for you. Come join and support our efforts!’”

“Also, people think that presence equals engagement. I’ve been to numerous ‘community input’ events that are fully attended by diverse communities. VFA has rallied our community members to these events. They have interpreters and UN-style headsets, and the room looks beautiful and inspiring, and no doubt pictures of the event will be posted everywhere afterward as proof of how effective the outreach and engagement was. Many of our community members leave going ‘Huh?’ Then they don’t see any results and feel that their time was wasted, and VFA loses credibility with them for inviting them. They may not understand all the concepts presented, but they know enough to feel shafted and tokenized. Presence is only one-half of engagement.”

“Here, try this vegan lemongrass chicken,’” I said, taking a break from my lecture, which I realized had been welling up for the past few years. “Having names on a list does not indicate engagement,” I continued, “VFA and other ethnic nonprofits get asked to join various coalitions and efforts. Because we are so busy doing direct service, we sometimes say ‘Yeah, go ahead, sign us up and use our name. We’ll drop by occasionally.’ This is a horribly destructive practice, as it stymies responsibility on our part to actively lead in the effort, and it reinforces the system of funding inequity and poor engagement. Funders looking at this list of ‘members’ may not be aware of how actively engaged they actually are. Heck, some organizations on the list may no longer even exist.”

“Finally,” I said, “direct service organizations have tremendous potential for advocacy. After all, they work directly with families and know their needs and can mobilize them to change policies and practices. But we are not funded to do that stuff.”

This was a lot of information to take in. We paused for a while to eat our food. “So what can I do to help?” he asked. I thought about it for a second. For the past year and a half I’ve been involved with the Southeast Seattle Education Coalition (SESEC), which is mobilizing the communities of color and allies to work together to improve education in Southeast Seattle. This is one of the few efforts actually led by the local communities of color to address the achievement gap. We are tired of being “invited” to the table. We must be a table. Trouble is, communities of color are not as connected to funders and decision makers, so we’ve been struggling with funding.

“Introduce me to your millionaire friend Ted,” I said, “I want to talk to him about SESEC.”

“I’ll see what I can do,” he said. We continued our conversation until the bill came. “I’ll pay,” I said, but Luke insisted on getting it. I could have fought for the bill, or at least to pay for my share, but I knew he felt some guilt, and this was his way of appeasing. I let him pay. I guess it’s my way of being selfless.

Last week, Luke emailed me saying he had talked to Ted and that Ted was willing to meet with me. I followed up to schedule a meeting. I am going to meet with a millionaire. Will keep you updated. [Read Part 3]

We need more shows about nonprofit work

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Like most executive directors, I come home exhausted from hours of telling staff what to do and taking credit for their work. To de-stress, I’ve started watching ridiculous amounts of television. And I started noticing something. There are plenty of shows about lawyers, doctors, detectives, cooks, servants, zombies, etc., most of them featuring attractive actors who spend endless episodes in frivolous romantic triangles with one another (except the zombies).

Unfortunately, not one of these shows is about nonprofit directors. What kind of example does that set for our kids? Do show producers think we are boring? Do they not realize how incredibly exciting our work is? In either case, I am going to write to David E. Kelley with an idea for a show, called “ED,” featuring a group of Executive Directors of several nonprofits. The show will explore their struggles helping to improve the world while balancing family and other obligations. It will chronicle the hard choices they have to make; the triumphs and challenges; and the friendships they develop, usually through happy hours. There are tons of exciting stuff to mine from the nonprofit world.

Pilot episode: A meeting room at the Coalition for Excellence (CFE). Tension so thick you could carve a statue out of it. Maria, the ED, prepares to present a cashflow report. Things do not look good, and she knows it. Meanwhile, at another nonprofit, Think of the Children (TOTC), Troy is furiously typing. He cries out in pain, cursing his email-induced carpal tunnel syndrome. But this grant is due tomorrow, and it’s a general operating grant! At another nonprofit, Unicycles for Guns (UFG), Vinh, a particularly dashing Asian ED, has a flashback. He is sitting in front of his parents at dinner. He tells them he is pursuing a Master’s in Social Work. They are silent, the sound of their chopsticks clinking on porcelain bowls mournful and ominous. He snaps back to the meeting he’s having with his Development/Human-Resources/Finance-Director/Janitor, Loan. She is tired of having multiple responsibilities and wants to a clearer work plan.

Episode 2: Maria’s board has voted to apply for a line of credit. This is a small victory, short-term. They did not seem to understand that fundraising efforts will need to increase. Staff morale, meanwhile, is down. She calls her Program Director, Arlene, into her office to plan a teambuilding retreat with no funding. At UFG, Vinh’s back hurts from endless hours of meetings. He holds in his hand a grant letter. He is afraid to open it; it could be a rejection. He decides to get it over with, when his phone rings. It’s Troy from TOTC; he got the grant he wrote and is calling, ecstatic, to invite Vinh to happy hour. Vinh looks at the letter in his own hand. “While we had many qualified applicants…” He retraces steps in his mind. Did he talk too much during the site visit? He felt like a failure, imagining all the kids now who couldn’t trade their guns for unicycles.

Episode 3: The Coalition for Excellence wildly succeeds at its annual dinner, and Maria has a good night’s sleep for the first time without Ambien. At TOTC, Troy welcomes an influential board member that he had been pursuing for months, Louis, whom he does not know had a relationship with Maria. He also does not know that Louis has loyalties to Think of the Children’s competitor, Care for the Children (CFTC)! The smart and inexplicably sexy Vinh, meanwhile, finds a coupon for 20% off reams of copy paper. He rushes to Office Depot. Little does he know that at that moment Loan is plotting with the board Treasurer to get Vinh fired.

In the season finale, viewers are left with cliff-hangers: Will Maria get together with Louis? Will Louis destroy Troy’s organization?! Can Arlene find a pro-bono facilitator for the team-building retreat??! Will Vinh be able to carry a ten-ream box of copy paper with his bad back and carpal tunnel???!

If that’s not compelling television, I don’t know what is. I’m going to develop a more detailed script for the pilot episode. Maybe I should add a zombie or two. If they don’t like “ED,” I also thought of another show, one from the perspectives of spouses of Executive Directors and what they go through. It’ll be called “Living with ED.”

Site visits: uncomfortable, yet terrifying

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officeThis week, VFA had a site visit. Whenever we apply for a grant, the second-best outcome is a site visit (the best outcome would be a funder saying, “We’re funding you, and in fact, doubling your request and sending the kids in your after-school program a laptop and a bunny each!”)

I always get excited about site visits. We write these grants telling people about how cool our programs are, but to have funders actually come down and visit is affirming. And terrifying. It’s a weird contradiction, like it’s your birthday—yay!—but you’re also getting a colonoscopy.

Before the visit, we try to prep as much as we can. Making a good impression is important. This includes tidying up the place and putting away our fold-out cot, which staff use for naps during particularly long days, or just weekdays. I also gather up all the papers on my desk and shove them into the overhead bin.

The staff’s personal appearance is also taken into consideration. “What kind of site visit is this?” one of them asked, “how should we dress?” The more funding is at stake, the better we dress. Less than $10,000, we dress a little better than normal, but are still generally shabby. At $10,000 to $19,000, we wear button-down shirts and tuck them into our jeans. $20,000 to $49,000, we wear slacks and a nice shirt, maybe a tie. $50,000 or over, I might require some of the staff to get Botox.

“$80,000,” I responded. “Ooh,” they said, “you better get a haircut.” A year ago, an hour from a visit with a major foundation, I checked myself in the mirror. Normally I look like a movie star, an Asian Steve Buscemi if you will, but this time I had a greenish complexion overshadowed by cowlicks so unruly, they were really goatlicks. Quickly I ran downstairs to a barber shop and got a trim. I made it to our program on time but was horrified to see that my face, neck, and shoulders were covered with bits of hair. “Quick, grab some tape,” I said, and for the next ten minutes, two staff used masking tape to remove offending pieces of hair. We got that grant, but the staff have never let me live that down.

On the day of this recent site visit, I was at a Leadership Tomorrow training. “Tidy up office, prepare slideshow,” I texted James, our Director of Youth and Community Engagement, who would be managing the project if we received this grant. This was only an office visit, not a program visit. Program visits have special challenges. We want our funders to see our programs in their natural state, so we don’t prep our students too much, except to tell them that a few people might be visiting and that if they don’t behave, Justin Bieber will stop singing forever.

When these visits go well, everyone leaves with a good feeling. The staff feel affirmed; the funders feel warm and fuzzy. Once in a while, though, they coincide with a crappy day, when kids have low energy, or some staff are absent, or the ED is hungover. Funders are usually pretty understanding and sympathetic when that happens, but I haven’t yet seen a bad site visit that has resulted in a grant or even a second-chance visit. It’s a horrible feeling watching a group of funders leave after an uninspiring tour. It’s like when you’re a kid and you’re practicing for hours at a yo-yo trick and it’s awesome and you’re excited to show your older brother, but then the trick doesn’t go right, and he tousles your hair and says “That was a nice try, Vu, I’m sure you’ll get it eventually,” and you’re mad at yourself because you already got it, dozens of time, so then you hide his car keys under the couch cushions.

Office visits are challenging in that funders don’t have the visceral experience of our programs, a chance to meet our kids and stare into their big, liquid eyes brimming with hope and potential. So we create a slideshow to give them an impression. Two hours before the site visit, I texted James to “make sure only cute kids w big eyes are in slideshow.”

On my way back, I got a text from James. “They are here thirty mins early! They in conf room relaxing!” Crap, I thought, I don’t have time to clean up my desk! The previous evening, I had eaten some Morningstar vegan barbecue ribs and left the plate out on the desk. The office had been cleaned, so my cubicle would be the only messy area. They’re going to think I’m disorganized and sloppy! How could they invest in an organization when the ED can’t even clean up his mess after eating vegan BBQ ribs?!

I arrived at the office with twenty minutes to spare, but somehow felt late and anxious. I ran up the stairs and burst into the conference room to greet the four visitors. This was $80,000 on the line and I was blinded by their radiance. Program officers are on average 27% more attractive than civilians, and like Galadriel the Elven Queen from Lord of the Rings when she nearly held the One Ring of Power, they can be both beautiful and terrible to behold.

“I’m so sorry for being…early,” I said, breathless. They cracked up. Maybe they’re just humans, too, after all.