Thursday, January 17, 2019

5 QUICK STEPS FOR RISK MANAGEMENT


         1.    Explain the workers comp process.  Even in today’s office work environment, young and senior employees can fall (and break wrists)

2.       Create common sense rules. The longer your policies, the less likely they are to be read.  It’s true you may need to have more extensive rules for key personnel.  Depending upon the type of organization, you might need a full-fledged emergency management plan, but that doesn’t mean everyone needs the details.  Any plan needs to be flexible.  No one in Gander Newfoundland could have expected that all planes heading to the East Coast would have been detoured to Canada on 9/11. (See my Sept blog)

3.       Orient and train new employees immediately.  We used to be able to be more casual about when people were oriented.  If you provide services to kids, employees need to know the rules and reporting requirements on the first day.

4.       Expect that accidents do happen. Hospitals always have extensive orientations.  During an orientation on back care by an appropriate staff member, a new employee threw out her back.  One of the major workplace accidents is a back injury. 

5.       Check computers for viruses, etc. If you’re a large organization, you have a routine, but if you are a small nonprofit you need to be wary that your employees are up up-to-date. Go check.


Thursday, December 20, 2018

The Last Word







Arguments in meetings. Most meetings are mundane, but when there is a dispute about a policy, often the argument is between two people trying to get in the last word. I explain how to move from an unsatisfactory ending for both parties to one that will assist you in the next meeting about the policy.

Monday, December 10, 2018

What You can do about Corruption


Dec 9 was Anti-Corruption Day. What I find fascinating is one little group, the Fifth Pillar, that tackles corruption from the perspective of a civil society.  If citizens stop giving bribes to corrupt officials, officials will stop asking.  If you were in a situation where you needed to get your housing, your water, your electricity, would you give the bribe?  Fifth Pillar provides people with zero rupee notes in India to give to official who are expecting a bribe.  (It has similar notes for other countries.)



There are, of course, major organizations such as Transparency International, an advocate for greater transparency , that is visibility, as a means to reduce corruption in the public sector and throughout society.  This idea caught on with the UN, the sponsor of Anti-Corruption Day. We feel that we don't have much corruption in the United States.  Ours is perhaps more subtle.  You might check your website and see what is visible to the public from your meeting minutes to electronic processing of bills.


Thursday, November 8, 2018

Listen to the Rocks


Did you listen to the rocks rolling? That's what it is like when you reorganize a government agency or a large nonprofit. Your employees come in with the tide and go out with tide, often griping and complaining.  Eventually, the rough edges smooth out.
In the public sector, it frequently happens after an election. A new administration wants to show that it is serious about change.  That change is top-down and with it, it brings complaints and griping that you can avoid.

The three most common reasons for a reorganization or even a merger of small nonprofits are.

1) Improve program or policy effectiveness.  We place together programs that have similar purposes.  Effectiveness is in the eye of the beholder unless you have a way to measure change.  That's what occurred after 9/11 when President Bush reorganized agencies into the Department of Homeland Security.  

2) Ideological or tactical ends. We restructure to symbolically convey the importance or loss of importance of a program.  Layoffs or hiring might occur.  Fundraising becomes a competition for nonprofits with similar goals, so we might even merge similar minded nonprofits.  Some might say that this is not reason for reorganizing.  That criticism may occur from within as well as from the public.  It may be time to change the mission if this is important to get a buy-in.

3) Improve efficiency. It’s the most common reason but the most difficult.  Costs occur from the very process of reorganizing.  Cost savings may be one-time savings. Administrative costs are not necessarily achieved by reducing redundancy such as closing offices.  Are the data available to measure performance before and after?  If you are working with publicly funded programs, the purpose of the programs can’t be changed.  


To be successful “listen to the rocks; ” get the input of employees at the front end as the waves of change are grabbing up the rocks.  You’ll grab even more as the waves roll out as the plans evolve with employee input.  Over time the rocks smooth out.

Thursday, October 18, 2018

Power Tools and Databases


My power tool of choice is a sander.  Whenever I paint, it’s time to choose the right sander. This time I was removing old oil paint from a window sill.
That’s a job for a sheet sander

For small nonprofits and for individual use in any government agency, your power tool of choice is a spread sheet.  You use as a database.  It does the trick but if you’ve got a lot of data it gets easy to lose data, hopelessly mix up data when you sort (even though the spreadsheet asks if you are sure), get harder to use the larger the spreadsheet. \

1)   Use a spreadsheet if you have a small amount of data, perhaps up to row Column AA and 200 or 300 Rows.  Yes, you can use it for much more but…

Turn to an alternative, the rotary sander.  I’ve used this on large porch railings.  It helps you work on larger surfaces without creating lines.  The equivalent is Access or an open source cloud-based program.  These are true databases.  I’ve seen many employees fail to take the leap from a spreadsheet to a true database because the learning curve is high or you need to pay for a host website.  They move to a shared spreadsheet such as google sheets, but that isn’t the rotary sander equivalent. It just allows you to share more easily.  Databases are great for donor or member data because it is easier to handle large amounts of data and you’ll never sort it and have to start over.  I’m familiar with an open source data bases for housing museum and library digital collections and another for GIS data  

2)   Use a database to easily sort and filter data y, create queries, and routine reports but…



Sometimes you’ve grown enough and need to get out the belt sander.  It only goes one way and is designed for the big job.  The problem is it can get out of control.  I once used my belt sander on a cottage porch.  Don’t take your hand off or away it goes.  That is,  if you decided to ask a vendor to build a database for you, you will need to be hands-on in the development, ensure that you have follow-up, and routine updates.   You are probably familiar with infamous builds of state health and human service agencies.  They often have to be dumped because they fail to do what is needed. 

Belt Sander Source: Home Depot

I recently entered travel reimbursement using a proprietary web-based software for my university-based work.  I had to have a staff member specifically assigned to assist employees set up employees in the database.  I had to have that same staff member help me go through the database process to enter my miles, receipts, conference fees, etc.   It was clearly a product set up for a wide variety of customers.  It had lots of cities in the database to use for your start and stop destinations, but when I couldn’t find mine, I had to put in cities close by.  I couldn’t add in a new location.  Then I had to put in mileage to and from locations. The database didn’t use the cities I had already entered to determine my mileage automatically. Nor did it attach the hotel fees paid by a university credit card.  It had an unwieldy interface to put in cost centers.

1)   Use new builds to do multiple tasks for multiple departments that has continuous support from the vendor.
2)   Use an interface appropriate for your organization but…

Sometimes you just need a simple form.  Don’t automate what doesn’t need to be automated.  Travel reimbursement might well be one of these jobs.  I’m sure it was created to move to the paperless office, but is someone analyzing the costs of attendance at conferences, travel?  I doubt it; that is the true use of a database, to query and report.

The paper travel reimbursement form I filled out for my nonprofit volunteer work took a matter of minutes.  No employee had to guide me through.  It’s the equivalent of the washable sanding block. It works great for little jobs and to touch up those big jobs.



Do you have a misguided use of a database at your work? Let me know.

Monday, September 10, 2018

9/11, Emergency Management, and Gander Newfoundland

I was fortunate to meet Jake Turner, Town Manager of Gander, Newfoundland when planes coming into US east coast airspace were diverted to Gander, NL.  The Broadway hit,  Come From Away, tells the story of what happened when thousands of people descended on a town of 11,000. It takes a little license by making the mayor the center of attention when the town manager was the responsible party.  Like many small towns, the town manager is responsible for the budget, day to day functions, and recommendations to the town council. The town manager also is involved in emergency management.

As a well-functioning community, Gander had an emergency plan and had information about coordinating with the Gander Airport but, of course, not for this kind of event.  Gander NL is a little different from most of our small communities in that it has a federally managed airport with an extremely long run way, built for Canadian, English and American forces to go back and forth during WWII.  It was the closest point to Europe.  That was why all the planes were diverted to Gander. Gander hosted about 38 diverted planes.  The community and surrounding communities housed and fed about 6800 people. Today, many of those people return to Gander to visit. The airport is also a tourist location in that it has retained much of its mid-century décor.

Jake Turner was the Chief Administrative Officer of Gander Newfoundland serving for 22 years from 1991 to 2013.  Listen to what Mr. Turner had to say about that day and how the town coordinated with the many other agencies that became involved over the coming days.  





Your town’s emergency plan probably started as relatively small document coordinated by the fire department.  The fire department had to be able to handle fires, including the huge wild fires in western United States but also fires caused by trucks tipping over with unknown carcinogens.  A good emergency management plan has responsibilities listed for town officials from the town manager to the fire chief; emergency communication plans; coordination plans with county, state and federal officials, hospital and airport officials; and considers a variety of emergencies from active shooters to meth labs.  Officials may have participated in table-top exercises to run through a scenario and work out what problems they may face.  Just as hospitals have emergency exercises, some towns  actively run through a mock-up scenario with volunteers from the community participating.

Town of Gander Newfoundland
Gander Airport


Monday, August 13, 2018

Locally Grown Organic Firewood Mission





Many a time we agonize over a mission statement. We have retreats to establish our mission, vision, and values.  I think the best are to the point.  Locally grown organic firewood. It’s funny isn’t it. That was the sign on the side of the road I passed by.  It could make a pretty good mission statement.  It’s easy to turn it into a mission statement.  TO provide locally grown organic firewood. Sometimes you need to narrow it down to a particular audience and can add the preposition FOR.  To provide locally grown organic firewood for Salem or for tourists.  Add BY and you are done.  To provide locally grown organic firewood for Salem tourists by using sustainable harvesting. 

If you know someone working in a hospital, he or she can probably recite the mission.  It’s on the back of the name tag.  It might read something similar to this: To provide the best health care in Salem Hospital by specializing in big toes.  Adding the BY helps us distinguish ourselves. 
You’ve seen, “To protect and serve” and “Community Policing on police cars.  It turns into a pretty good mission statement “To protect and serve (the for is implied) Salem by using community policing techniques.
That’s how to write a mission in a nutshell.  Start with to.  If you don’t need to add the prepositional statements beginning with for or by, all the better.  Don’t get bogged down in a long one.  No one will remember it and it becomes meaningless to your employees and your clients, participants or citizens.