Insights & Events

The Professional Development Environment Leaders Create

Advancement leaders can create 3 professional development environments for those in their care.  These professional development environments can encourage team members to: Learn More Skills – develop the technical skills related to their work; Receive More Instruction – learn from others about how they have enhanced their work; Think More

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Performance-Based vs. Responsibility-Based Metrics

The concept of “performance-based metrics,” is well known in our advancement work. But, saying something is well known does not mean that it is well understood.  In fact, in the case of “performance-based metrics,” I would suggest the concept is very poorly understood. What “performance” are we talking about? Does

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Compared To What?

If we want the most helpful evaluative process for our development program, an important first question to answer is, “what are we using as our comparison?” For example, we might make the following evaluations, “Overall, our fundraising results haven’t been very productive.”  Or, “We are making great progress with our

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More Data, More Ideas, and More Results

We don’t need more data.  We have so much of it we don’t know how to use or store it all. We don’t need more ideas.  We have more of them at our fingertips than we can possibly implement. More advancement results typically don’t come from more data or more

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The Real World

Listening as higher education presidents or nonprofit CEOs stand before their faculty, employees, volunteers and state that what they do isn’t “the real world,” is a sad statement. I don’t find these types of statements sad because I happen to disagree with them. I find them sad because the statements

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“I Wouldn’t Respond To That”

The personalized letter from the president that invites people to join the President’s Circle by giving at least $1,000 is not for everyone. The purpose of any call to action is not to get everyone to respond. It’s to understand the profile of the core audience, identify those who fit

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Buying Into Change

The saying, “Most people like the idea of change.  Very few like being changed,” rings true. It is not uncommon for people to approach a strategic planning process or any kind of change management experience with skepticism. If change is needed, but ‘very few like being changed,’ a leader is wise to begin by first asking questions that identify strengths,

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From Cry to Contribution: Leadership Consciousness Layers

The conscious nature of infants is fundamentally selfish. As they can’t gather the resources needed for survival, babies have no choice but to let the world know when basic, life-giving resources are missing.  They cry, then scream, when they are hungry, or thirsty, or tired, or cold, or hot, or in any other uncomfortable condition.  They do this with no

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To “Team” or Not To “Team”

When the new CEO of the Healthcare Foundation, Sharon Smith, is hired, we may hear people say they are now, “Team Smith.” And, depending on the ego of CEO Smith, that verbalized loyalty could be rewarded. However, CEO Smith might say, “no, no, we all are on Team Healthcare Foundation,” signaling that she has more ego for the organization than

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Strengthening Our Culture of Giving

It’s not about the donors who support us having more wealth and greater financial capacity to give. It’s not about the donors who support us having a stronger willingness to give. It’s not about the donors who support us having a deepening sense of affinity for our cause. It’s not about having more donors give (although this is a happy

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The Case Or The Conversation

“Once I have the updated case statement, I’ll be ready to visit with these 3 donors. . .”  A gift officer recently said to me. “Can you share the case with me now?”  I responded.  “No,” she said, “I’m still waiting for it.” “Oh, I’m sorry, I wasn’t clear,” I said.  “I meant, can you tell me the case?  Can

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Working to Mitigate Risk

When it’s annual goal setting time, I can lighten my personal risk by reducing my boss’ expectations of me.  I can argue that the goals are too ambitious.  I can push back on the assumptions.  I can offer far lower goals to make myself look better. But, when I respond that way, I end up creating more risk for those

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Hiring for Skills or Mission

Why do you want to be in this role at our organization? Why do you want to do the work that this position will do? Why our organization or institution? Primary responses to standard interview questions like these might, “I’d like to move up in my career,” or, “I find this type of work interesting,” or, “this position represents a

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Making A Point or Making Points

Sometimes we choose to make a point. We have a perspective.  We want to be heard.  We believe our thought is the way to go. So, we make a point. Making a point can be helpful and it can also derail from helpfulness. Other times, though, we choose to help our team make points. We have a goal.  We want

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Showing Up In The Mailbox

“It was easier to send a form letter.” “It was easier to send a generic email with a link to our base giving page.” “It was easier to send a universal response card with our direct mail letter.” Easier for whom?  Perhaps for us, but almost never for the donor or prospective donor we are inviting to attend, to champion,

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Stories We Tell Ourselves

Some stories we tell ourselves are about us: I’m smart (or not as much as I’d like to be); I’m athletic (or not as much as I’d like to be); I’m capable (or not as much as I’d like to be); I’m in shape (or not as much as I’d like to be). Some stories we tell ourselves are about

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