Meet, Greet, Grin and Adjust - RISK eN

You may unsubscribe if you no longer wish to receive our emails. A SOURCE for Tools, Advice, and Training to control risks… so you can focus on your nonprofit’s mission. October 8, 2014 Meet, Greet, Grin and Adjust By Melanie Lockwood Herman After a whirlwind month during which we hosted three, back-to-back risk conferences, life at the Nonprofit Risk Management Center has returned to “normal.” What’s normal? Working with dedicated leaders from a diverse array of mission-directed nonprofits on projects ranging from the development of a cloud application for one client’s 2,800 stakeholder organizations, to performing risk assessments and designing in-person and online training. During a planning session for one of the workshops we’re delivering later this month, our team began talking about how personality types and communication styles contribute to the success of a meeting. And since we generally don’t know the personalities and styles of the nonprofit staff members who will be attending one of our custom workshops, we need to be prepared for anything. On that topic, Director of Client Solutions Kay Nakamura shared two articles that poke fun at the personalities that too often derail thoughtful agendas and the important goal of engaging everyone around the table. If you’ve ever attended a brainstorming session, you’ve probably met a few of these troubling attendee types. From the Black Enterprise article, “Top 5 Most Annoying—And Productivity-Stealing—Personalities in a Meeting,” meet Mr. Talk Alot and Ms. Micro-Issue: ·         Mr. Talk Alot: According to writer Janell Hazelwood, what delights this meeting attendee most is “the sound of their own voice.” She adds that Mr. Talk Alot is also the participant most likely to elaborate on points that need no further elaboration or engage in distracting side conversations. ·         Ms. Micro-Issue: This label is assigned to the attendee who cleverly derails the agenda and draws the conversation to a topic that is of great interest and relevance to her, but is arguably off-track and inapplicable to the rest of the group. From the Fast Company article, “The Top Ten Meeting Personalities,” meet the Multitasker, the Disrupter and the Interrupter: ·         The Multitasker: According to Jackie Yeaney, Chief Marketing Officer of Premier Global Services, “All of us are guilty of multitasking during a meeting. Some of us are better at it than others.” Signs of a multitasker? According to Yeaney, “when asked a question, the Multitasker frequently responds with, “Sorry, I missed that. Could you repeat that?” ·         The Disrupter: Taking a risk by not knowing exactly how a meeting will wind up is half the fun for many people who attend lots and lots of meetings. But there is a downside to the risk as well. Yeaney writes that “Changing the topic or taking people down a side street, the Disrupter can sometimes uncover new thinking or creative ideas. But the Disrupter can also blow up an agenda and make other meeting participants irritable and cranky. You'll know the Disrupter as they often end a sentence with “… but I digress.” ·         The Interrupter: What meeting wouldn’t benefit from a few good ideas? Yes, but, there’s a time and place for every brilliant comment. Yeaney cautions, “When a good idea comes to mind, the Interrupter can't wait to present it to the group. And does … right at that moment! This personality is not inherently bad because hey, it is a GOOD idea. But have caution: combining the Interrupter with distant relatives the Disrupter and the Long-Winded can create meeting anarchy.” Risk Rescue for Derailed Meetings Consider the risk tips below to prevent meetings from going off the rails, or to get them back on track when a familiar personality type gets in the way of your plans for a productive and meaningful conversation. 1.    Keep it Timely – A great technique to keep a meeting on track is to adopt and follow a timed agenda. A timed agenda indicates the estimated time that will be devoted to each key discussion topic. It’s a great tool for the meeting minder (the chair or facilitator), particularly when that person (you know who you are!) has a hard time interrupting the attendee who seems determined to hear her voice from start to finish. 2.    Choose the Chair with Care – Sometimes senior leaders in a nonprofit aren’t the best meeting facilitators. That’s ok. If there are critical topics to discuss, consider choosing the best meeting facilitator, instead of the staff member at the highest pay grade. A great meeting leader knows how to gently move the discussion from topic to topic, how to engage the quiet attendees, and how to respectfully get the disrupters and interrupters to stand down. 3.    Keep a Plan B Close at Hand – Meetings go off the rails for any number of reasons, including sabotage by a participant to “stuff happens.” When you fear your agenda is too skimpy for the time allotted, make sure you have a compelling, meaty topic in mind as an add-on. Always ask the group’s permission before going down the new path. If your concern is that the time may be inadequate, make certain you’ve identified one or two topics that can be postponed until the next time the group meets. Again, ask permission to take those topics off the table out of respect for the published end time for the meeting. 4.    Be Flexible – A common mistake is to try to control the discussion and the outcomes. The truth is that the most rewarding workshops and meetings often bring things to light that had been hiding in the darkness for too long. Facilitators who lead scripted and rehearsed brainstorming sessions quickly lose credibility and respect. “Why are we here?” and “This was a waste of my time!” are sentiments you don’t want to hear in the hallway or read on the meeting evaluation form. The futurists who predicted the demise of in-person meetings and conferences during the Internet age have thus far been proven wrong. Many associations are reporting record attendance at their annual conferences, and we heard over and over again at the Center’s recent risk events that conference and video calls are a poor substitute for face-to-face conversations about controversial and troubling risk topics. Yet even a thoughtful agenda is at risk of spiraling out of control when the usual suspects show up. By considering the risk of a meeting gone wrong before you conduct roll call, you’re in the best possible position to increase the odds that your next meeting, brainstorming session or workshop will be time well spent for all involved. Melanie Herman is Executive Director of the Nonprofit Risk Management Center. Melanie enjoys discussing risk issues against the backdrop of a nonprofit’s mission during custom workshops for Center clients. She welcomes your questions about risk management and the Center’s consulting services and cloud applications. She can be reached at (703) 777-3504 or Melanie@nonprofitrisk.org. Risk Webinars Fit-to Suit Risk Policies My Risk Management Policies, Version 2.0 helps you create custom risk policies for your organization in a matter of minutes. Need well-written policies? This cloud app makes policy drafting easy. After completing the quick registration process, search by keywords, categories or peruse an alphabetized list of 150 templates. Each template offers many options to consider. Some of the templates force you to make practical choices. For example, you might prefer an informal style over formal language. Or perhaps you want to strictly prohibit something that other nonprofits allow! With My Risk Management Policies, Version 2.0, custom-fitting policy language to suit your nonprofit is easy and dare we say… fun! Version 2.0, What’s New? We’re excited to announce some terrific new features, plus a bold new design. Many of the new features were developed with client feedback in mind. You spoke and we listened! ·         Multiple users, one account — The new version has two levels of users: Account Holder and Added User. This means that two or more staff from one organization can collaborate on the drafting of policies. Want to get your outside counsel involved? No problem! The Account Holder for your nonprofit may grant system access to expert advisors through the “added user” feature. ·         Policy drafting tips — We’ve added policy drafting tips at the top of many templates. This is our chance to offer a few hints from our years of experience drafting and editing risk policies for nonprofits! ·         More policies than ever before — We have added nearly 50 new policy templates and updated many of the templates in the first version, and we’re not stopping there! As always, we welcome your suggestions for new policy types, new policy language, policy options and more. Send your requests to info@nonprofitrisk.org. To begin developing customized Risk Management Policies for your nonprofit, click here. The one-time licensing fee for My Risk Management Policies is only $179 or just $29 if your nonprofit is an Affiliate Member of the Nonprofit Risk Management Center. Pass it On! If you enjoy reading the Center’s Risk eNews and know others who would as well, please use the Forward email link that appears at the bottom of this issue. The link offers an easy way to share this issue with a colleague. When you use the link your colleague will receive an invitation to subscribe. © 2014 Nonprofit Risk Management Center Forward email This email was sent to amarietta@nycon.org by melanie@nonprofitrisk.org |   Update Profile/Email Address | Rapid removal with SafeUnsubscribe™ | Privacy Policy. Nonprofit Risk Management Center | 204 South King Street | Leesburg | VA | 20175 Click here to report this email as spam. 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Rock n' Roll n' Risk Management - RISK eNews

Rock n’ Roll n’ Risk Management

By Melanie Lockwood Herman and Alexandra Ricketts

A friend of the Center, who happens to be an accomplished sound engineer, forwarded a terrific article to us this week about how the best rock n’ roll roadies can do things many music fans might believe are impossible. Why? Well, one reason seems to be that roadies and members of production crews are motivated to do the impossible because the show must always go on.

Why Roadies Are Our Best Bet For Typhoon Haiyan Relief In The Philippines, by Ruth Blatt, published at www.forbes.com, features an interview with Charlie Hernandez, a former roadie and production manager for The Police. Blatt, who writes about “the intersection of rock n’ roll and business,” describes how roadies and the rock concerts they support “descend upon a site and then quickly disappear. Along the way, they face technical complexity, divergent regulations, multiple vendors, language barriers, and the certainty of unforeseen obstacles.”

As we read about how touring professionals came together to provide relief in Haiti and Pakistan after the disasters in those countries in 2010, we couldn’t help but see that the talents of roadies offer valuable lessons for nonprofit leaders charged with ensuring that their missions go on.

Risk Tips from the Road

·         Ask for Help and Be Eager to Help — In addition to “somebody to love,” every nonprofit leader needs lots of somebodies to help sustain a charitable mission. The article explains that despite the demands of the work and lifestyle, many roadies and production managers spend their free time helping others. As a result, the best in the business have bigger contact lists in their cell phones than professional match makers. According to our sound engineer friend, keeping a mental note of the skills and interests of people you meet on the road, and saving contact details, are essential to getting the help you need when you need it.

·         Close the Loop — Roadies don’t call it a day until every piece of equipment is packed up and on the truck or headed to the airport. The ability to follow-through until the job is completely done is essential to making sure the band is ready for the next stop on the tour. The commitment to closing the loop is applicable in risk management as well. Whether it’s conducting an in-depth review of the nonprofit’s policies and the actions taken by staff after an accident or near-miss, or taking the time to tell a vendor the reasons you’ve decided to change providers, closing the loop is fundamental to preserving trust in key relationships, learning from experience, and inspiring confidence in your mission and team.

·         Inspire Loyalty — Blatt’s article explains that “fierce camaraderie” is a must in the tough business of rock n’ roll. That means you’re unlikely to hear about a roadie throwing a fellow roadie under the tour bus, literally or figuratively! Many nonprofit leaders have learned the hard way that you need to earn, rather than insist, on loyalty. True loyalty exists in nonprofits where staff members believe that executives bring integrity to the job each and every day. In the world of risk management, lukewarm loyalty is a downside risk waiting to materialize. When staff are disloyal or disillusioned they are more likely to disregard the risk management policies of the nonprofit.

The Queen song The Show Must Go On was the final track on the rock band’s 1991 album, Innuendo. Written principally by band member Brian May, The Show Must Go On is regarded as a tribute to the bravery and fierce determination of lead singer Freddie Mercury, who continued to perform despite being gravely ill. The song was released as a single, just six weeks before Mercury died in 1991. The song reminds us that nonprofit missions are vital to the health and well-being of individuals, communities and the environment, and therefore must also go on. To reach your goal of becoming an effective risk champion, remember to ask for help and give help freely, close the loop after accidents and near-misses, and inspire true loyalty by leading with integrity.

Melanie Herman is Executive Director and Alexandra Ricketts is Project Manager at the Nonprofit Risk Management Center. Melanie and Alex welcome your feedback on this article or questions about the Center’s resources for nonprofits at Melanie@nonprofitrisk.org, Alexandra@nonprofitrisk.org or(202) 785-3891.

Camp Finance to Welcome Dan Pallotta, October 10

Camp Finance to Welcome Dan Pallotta Keynote Address - October 10th "Uncharitable: How Restraints on Nonprofits Undermine Their Potential" NYCON is pleased to welcome Dan Pallotta as this year's Camp Finance Keynote Speaker. Camp Finance will be held at the Mohonk Mountain House on October 10th & 11th. You may know of Dan Pallotta as the TED Talk Phenomenon (over 1.6 million views to date) or as the author of Uncharitable and Charity Case or as the inventor the multi-day charitable event industry with the AIDS Rides and Breast Cancer 3-Days, or as a regular blogger for theHarvard Business Review or maybe as the founder and President of the Charity Defense Council, a new national leadership movement dedicated to transforming the way the donating public thinks about charity and change... But no matter how you heard of Dan, we're sure you are going to want to be there to hear what he has to say at this year's CAMP FINANCE Conference. Register Today   Keynote Address: Uncharitable: How Restraints on Nonprofits Undermine Their Potential The way we've been taught to think about charity and change is upside down. If we changed the way we think about charity, charity could change the world. Our Camp Finance Keynote, based on Dan's book, Uncharitable, the best selling title in the history of Tufts University Press, will challenge you to change the way you think about charity.  The Stanford Social Innovation Review has said Uncharitable "deserves to become the nonprofit sector's new manifesto."  Find out for yourself! About Camp Finance 2013 Given the financial challenges of the past few years, your participation at CAMP FINANCE 2013 offers a welcome opportunity for New York's nonprofits to convene, access experts and connect with peers as we look to the future. Celebrating our 12th year, Camp Finance provides the very best in knowledge, skill and strategy sessions for your staff and volunteer leaders. This year´s workshops are responsive to your professional development and organizational needs with the latest information and tools to empower you to continue to build an effective, compliant, vibrant and sustainable nonprofit organization. From basic concepts to best practices, CAMP FINANCE 2013 has something for everyone. Workshop Tracks Include: Basic Nonprofit Accounting        Accountability and Compliance Issues     Marketing, Fundraising and Communications      Nonprofit Governance Camp Finance Sponsors & Exhibitors Thank you to this year's event sponsors and exhibitors (as of May 14th, 2013)   Sponsors:  Exhibitors: JMT Consulting, Central Business Solutions, The Network Place, Inc.  Camp Finance Pricing  Information Member Full Conference Pricing(Including all meals, activities & classes on 10/10 and 10/11) is $469 per person for a double room and $569 for a single room. Non-member Full Conference Pricing is $669 per person for a double room and $769 for a single room. Day Rates are Available: Members $210 Non-Members $310 REGISTER TODAY Testimonials & Reviews for Dan Pallotta "...we've received high marks for your keynote speech along with comments such as: 'Dan Pallotta was AMAZING - I wish everyone who works for a non-profit could see him speak!!', 'Dan Pallotta was the best keynote speaker since I have been attending ACM Interactivity.'" -Janet Rice Elman, Executive Director, Association of Children's Museums  "The nonprofit world needs innovation, and Dan Pallotta is helping us see how new ideas can help make our world more successful. In these tough times, we need his out-of-the-box ideas!"  -Bobby Shriver, cofounder, Product (RED) More Testimonials for Dan Pallotta

RISK eNews From The NonProfit Risk Management Center

Thank You to our Generous 2013 Risk SUMMIT Sponsors!

The 2013 Risk SUMMIT will convene this August 25 – 27 in Boston, MA. This annual educational and networking event would not be possible without the generous support of the SUMMIT Corporate Sponsors:

HCA Asset Management, LLC, 501c Agencies Trust, Tangram and ProSight Specialty Insurance, Great American Insurance Group, Canfield and NPIP, Charity First Insurance Services, Inc., First Nonprofit Insurance Company, Chubb Group of Insurance Companies, Munich Reinsurance America, Inc., Philadelphia Insurance Companies, Riverport Insurance Company, Hanover Insurance Group, Inc., andArthur J. Gallagher & Co. and our Group of Companies. If you are interested in joining the line-up of sponsors, contact Jennifer Walther, Director of Client Solutions at (202)-785-3891 or at Jennifer@nonprofitrisk.org.

Inspired by Risk

By Erin Gloeckner

The staff members at the Nonprofit Risk Management Center find inspiration from many sources. We are moved by the ambitious missions of our consulting clients. We admire the unwavering dedication of our volunteer board. We marvel at the steadfast commitment of nonprofit leaders who embrace our tough love advice about risk management. Another source of inspiration is the creativity of risk thought leaders who engage their peers in the development or implementation of risk management strategies.

We also try to inspire our clients and AFFILIATE members to embrace risk-taking as a key to mission fulfillment. With risk and mission in mind, I wrote a poem for this week’s RISK eNews.

Molly Up to Bat

An event, a surprise, a fear come to life.

The big moment at the softball game.

My sister steps up, lights glaring, her breath visible in the cold night air.

Copying the others by slapping her bat on the plate. She never did that before.

The man beside me eagerly munches his hot dog.

A tasty reward after watching his son run home.

I squint my eyes, peering at my sister under bright field lights.

I hear the umpire yell twice: “STRIKE!”

Is it fate or chance? Will she strike out or win?

The boy on the mound winds up with a grin.

Focus is written in the lines of my sister’s face as she readies herself to take a swing of faith.

Children cheer in the stands as I shiver, chilly with uncertainty.

I watch, though I am tempted to look away, cowardly.

The ball takes years to cross the neatly trimmed grass, slowed by my nerves… my motherly concern.

I twist the tassels of my scarf as I wait to hear the call…

Then the ‘CRACK’ rings loud as her bat hits the ball!

Her coach screams “HOME!” and she stumbles into a giddy run.

Adrenaline surges through my heart as I begin to jump.

The painted diamond lights her way as she streaks past third.

Smiling ear to ear, she slides into the dirt.

Crowds chant my sister’s name at her first game of softball.

“Molly! Molly! Molly!”

Three swings to risk it all.

If you’re looking for inspiration for your risk management program, read one of our popular eBooks:

·         Ready… Or Not: A Risk Management Guide for Nonprofit Executives

·         Playing to Win: A Risk Management Guide for Nonprofit Sports and Recreation Programs

·         Managing Special Event Risks: Ten Steps to Safety

Step Up to the Plate

If you have a story of inspired risk management you want to share with your peers, complete the online speaker proposal form for the 2013 Risk SUMMIT: www.nonprofitrisk.org/summit/speakers.asp. The new deadline for session proposals is May 15. Join us in Boston this August to hit one out of the ballpark by sharing your inspired approach to identifying and addressing the critical risks facing your nonprofit!

Erin Gloeckner is Project Manager at the Nonprofit Risk Management Center, where she coordinates and supports consulting projects for a diverse array of clients. She’s also working on a brand-new book on managing partnership and fundraising risks. Erin welcomes your feedback on this article or questions about risk issues at erin@nonprofitrisk.org or (202) 785-3891.