I just got back from my family’s annual month-long vacation to Chautauqua Institution, New York. In between long walks with my husband, taking our kids boating on Lake Chautauqua, and countless dinner parties with friends, I was retained by three new clients, booked a speaking engagement, became a “practical advice” content partner to Alliance Magazine (the leading magazine for the global philanthropic sector), and was asked to be the new “international expert on strategic philanthropy” for an online European philanthropy news outlet (more on that in the coming months). Sounds like a pretty productive vacation, right?! I’m often asked by my advising and coaching clients how they can create a better “work-life balance.” And I share the advice I’ve learned … Continue reading Get a Life
Sometimes it’s better to hop off the treadmill. My colleague and friend Ann Latham is a pro at creating effective meetings. One of her secrets is to ensure that everyone is always moving forward toward an identified goal. No wheel-spinning allowed! So when I read her recent post about “treadmill verbs” and how they bog down meetings, I immediately drew a parallel to philanthropy. Treadmill verbs describe those actions that can bog us down and keep us from moving forward – all in the name of doing good work. You’ll doubtless recognize words like learn, review, study, and plan. “Destination verbs,” on the other hand, are words that describe forward movement and accomplishment. Think of words like approve, decide, confirm. … Continue reading The Danger of Treadmill Verbs
You may be suffering from it without even realizing it. Imagine this: You’re out at a fancy dinner. You’re dressed to the nines and looking absolutely fabulous. You’re witty and clever in your conversation. Simply put, you’re at the top of your game and feeling great. Then, you excuse yourself to visit the facilities. You look in the mirror and there it is . . . that big piece of spinach on your tooth that makes you look like the loser in a boxing match. You realize as your face turns beet red that everyone else at the table must have seen it, but they were too uncomfortable to say anything to you. Your lack of awareness has undermined what … Continue reading What IS Delusional Altruism?
3 things you can do to calm yourself down and meet your goals There are about 75 working days left until the end of the year, depending on how many holidays you celebrate. Even fewer if, like me, you take the last half of December off. The great news is that there is still plenty of time to meet your year-end goals! If you find yourself hyperventilating — or if you are understandably distracted by the many natural disasters and local and global crises we are experiencing across the globe — take some deep breaths and repeat after me: “I can do this.” Here’s what to do: 1. Identify the ONE thing you must accomplish before the end of the … Continue reading Are You In End-of-Year Panic?
We all talk about big data, evaluation, dashboards and bench marks. But we tend to collect a lot of data and then end up unsure about what to do with it. Most of the time, it’s just 20% of the data that provide us with 80% of the information we need to make better decisions. Let me share a recent example of what I mean. I walked into the Garden Court Hotel in Palo Alto CA one morning for coffee. As I was drinking it, I heard the front desk clerk answer the phone, say “Yes, 72% and 395…you’re welcome,” and then hang up. I asked her what the numbers were for. She explained the hotel is at 72% capacity … Continue reading What Are Your Two Key Indicators?
Let me start this post by saying that data is not a bad thing. It informs our decisions much more accurately than our guts, and it keeps us honest in terms of outcomes. Both of those functions keep philanthropy moving forward in effective ways. But too much data can also grind your effectiveness to a halt. Let me explain. I’ve facilitated several strategic planning sessions where my clients have begun with a request for data. Together, we’ve determined which data points will be necessary for informing their strategic decisions, and I’ve mobilized the Putnam team to help collect and analyze it. We present our findings and recommendations. There is enough there to inform the planning process and move forward. This … Continue reading Death By a Thousand Data Points
“Innovation” is one of those terms with many connotations, so it’s important to consider what you mean when you use it in your philanthropy. If you don’t have a clear definition, it leaves the onus to define and deliver innovation completely up to others, or it implies that innovation is something that “just happens.” Further, lack of clear definition has come to imply that innovation must be a dramatic, game-changing, disruptive new idea or practice: the iPhone of early childhood education, the Post-It note of economic development. Funders give little or no thought to how they expect grantees to be innovative – they certainly don’t help provide technical assistance or capacity support to help achieve innovation. And while everyone wants to … Continue reading Innovation is for Everyone
I fly a good bit for my work. As a seasoned traveler, you’d expect that I’d have strategies and practices I use to make the experience more comfortable and productive. There are other things I do because they are obvious and expected. For example, when in first class, use the first-class bathroom. But recently, as I sat in first class waiting to use the bathroom for more than 10 minutes, it occurred to me that the coach bathroom was identical AND the walk allowed me to stretch my legs. I had constrained myself by sticking to my typical airplane routine and not considering all the options available. Walking back through a half empty plane I was surprised at how many … Continue reading How We Constrain Ourselves
A culture of learning is one that encourages ongoing inquiry and questioning. It is comfortable with the fact that there is always more to learn and explore, and therefore the “work” of learning is never-ending. Learning is at the core of all research and development. The more you approach work with a sense of curiosity and inquiry, the more you can research and develop new approaches. This can be a challenge for foundation staff or boards who are geared toward finding the “one” solution to a challenge, checking it off the list, and moving on. But the culture of learning and ongoing inquiry is why cell phones now fit in the palm of your hand, and why more cancers are … Continue reading Create a Culture of Learning
In my first attempt to hire my own financial advisor in my late 20s, I turned to Morgan Stanley in San Francisco. I interviewed two people. One had a slide show presentation and overflowing binders of charts and graphs showing me how they informed his decisions, his track record, how this and that outperformed that and the other. I had little idea as to what he was talking about but I figured he must have known his stuff because he could prove it on an XY axis. The second person, a woman, looked at me straight in the eye and said “This is not all that complicated.” I was shocked. How could it not be complicated? I didn’t understand it. … Continue reading Don’t Believe the “Complexifiers”