Tag Archives: management

Guidance on Virtual Volunteering – time tested!

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The Last Virtual Volunteering Guidebook: Fully Integrating Online Service Into Volunteer Involvement was published in early 2014. Now, six years later, is it still relevant? Oh, yes… I know because I’ve been testing all the principles offered in it over and over since it was published (as well as before it was published, when I was still writing it). My latest test: working with more than 150 online volunteers that participated in Knowbility’s 2019 Accessibility Internet Rally.

The book is the result of more than 20 years of research and practical experience by me, with heavy advice and observations by the book’s co-author, Susan Ellis. When we wrote the book, we wanted it to be timeless, like so many of Susan’s own books about various aspects of volunteer management. It’s not that I don’t still have things to learn about working with volunteers, online or off – I do! We all do. It’s that we believed strongly that certain principles would not change, and would be easily adapted no matter how the technology or even society evolved. These were principles that were explored in-depth at a variety of organizations when I managed the Virtual Volunteering Project at the University of Texas at Austin back in the 1990s, and they continue to be explored and tested – and proven.

For instance, I learned in the 1990s that the easier I made it for volunteers to sign up to volunteer, the larger the percentage of those volunteers that dropped out without even starting the assignment, let alone finishing it. But just putting in a simple second step that a candidate had to complete before they got to start on the assignment screened out the people who didn’t understand this was REAL volunteering and screened in the people who would take it seriously. It was true in 1998 and it’s true NOW, more than 20 years later.

I learned early on in studying virtual volunteering, a practice that’s been happening since the 1970s, and in working with online volunteers myself in the 1990s, that volunteers need to feel supported and valued or they won’t finish an assignment, or won’t finish it with the quality needed by an organization. In my role with Knowbility this time, I came on very late in the rally process, and because of that, trying to build trusting relationships with the volunteers that were already on board and get answers quickly to their questions proved quite difficult. The problems I have had with volunteers and that they had with their participation can almost all be traced back to that situation.

I learned early on, many years ago, that having expectations of volunteers in writing, online, both in role descriptions and in policies and procedures, was KEY to ensure both volunteers and managers are all on the same page as far as what’s happening and what’s needed, don’t get conflicting information, have a common place to look for guidance, etc. It greatly reduces conflict and misunderstandings, two factors which can lead to a lot of problems in volunteer engagement. Everyone isn’t going to read absolutely all of the support materials, but having it for referral is amazing in getting questions answered and conflicts resolved quickly. This lesson has been reinforced over and over over the years, including during this Knowbility event.

I’m thrilled to know my book is still relevant!

I have more than 100 hard copies of The Last Virtual Volunteering Guidebook in my possession and I would love for you to have one – or more! You can also order an electronic version. Yes, it’s available via Amazon, but let me be frank: I get far, far more money from the sale if you buy directly from me. Please consider doing so – buy one for yourself and for your favorite nonprofit!

Before you recruit any volunteers

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As the year comes to an end and things slow down at your organization for a week or two, this is a good time to think about reviewing some of the basics your organization should have in place to ensure you are getting the most out of your volunteer engagement and that volunteers are properly supported at your organization and feel like their donated time is being properly valued.

In fact, before your program recruits any volunteers – before you post anything to your web site or social media or a third-party site like VolunteerMatch, there are three things that I believe you absolutely should have in place first, and if you don’t have them already, this is a good time to get that taken care of. Having these three things in place will help:

  • ensure volunteers are engaged and supported appropriately – and that helps prevent volunteer turnover, misunderstandings, conflict, etc.
  • ensure volunteers are onboarded quickly – and that helps prevent volunteer turnover AND sets a tone with new volunteers that these are serious, real commitments.
  • inappropriate volunteers self-screen themselves OUT of your program – dropping out before they’ve gotten far along in your process and started an assignment. That means fewer people who drop out and leave you with unfinished activities and a scramble to get things done.

I get a lot of pushback when I try to implement these three things at any organization where I’m working – lots of complaints about bureaucracy and increased work, etc. But I regularly encounter a range of problems at programs where these three things are NOT in place, and I see just how much more work comes with NOT having these things in place. And, so, I’m going to keep saying it.

Here are the three things:

  • Have a mission statement for your volunteer engagement
    (Saying WHY your organization or department involves volunteers)
    This is at the heart of everything I say and recommend regarding volunteer engagement. This idea is what I would like to be identified with even more than virtual volunteering: that, in addition to carefully crafting the way you talk about the value of volunteers, your organization creates a mission statement for your organization’s volunteer engagement, to guide employees in how they think about volunteers, to guide current volunteers in thinking about their role and value at the organization, and to show potential volunteers the kind of culture they can expect at your organization regarding volunteers.
  • Required Volunteer Information on Your Web Site
    To not have this basic information about volunteer engagement on your web site says that your organization or department takes volunteers for granted, does not value volunteers beyond money saved in salaries, or is not really ready to involve volunteers.

If you have benefited from this blog or other parts of my web site and would like to support the time that went into researching information, developing material, preparing articles, updating pages, etc. (I receive no funding for this work), here is how you can help. 

Taking control of your web site when you aren’t the web master

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Most web masters at mission-based organizations – at nonprofits, non-governmental organizations (NGOs), government agencies and schools – want to do the best job possible in creating and managing the initiative’s web site.

Unfortunately, there are situations where staff at mission-based organizations are intimidated by the people that manage their web site, to the point of being afraid to ask questions, even to ask for a change in the site. All a web master has to say is, “That can’t be done” or “that’s too expensive” or “I won’t be able to do that” and many of these staff members will not pursue an issue further. After all, the web master is the expert, right?

It is unfortunate that there are so many web masters that take advantage of their expertise and will use it to claim certain things cannot be done on a web site when, in fact, they can be done. Perhaps they don’t see it as a priority and don’t want to do it. Perhaps they don’t know how and don’t want to admit it. Whatever the reason, it holds a lot of organizations back from doing all that they should with their web sites, like making them designed for their particular audiences, or making them accessible for people with disabilities.

Here are things staff at mission-based organizations can do to set a tone with IT staff regarding who has input into web-related decisions, including design:

1. Ask your web master what company hosts your organization’s web site, how your domain name is registered, and for all passwords. Your web site should be hosted by a reputable company in the business of hosting web sites, not the web master’s side business or through a company he or she has a “special deal” with. You can look up your domain name registration here and make sure it’s registered in such a way that your organization owns it, not your web master, and that it matches what your web master tells you. You need all of the passwords associated with the web site in case the web master leaves.

2. Ask your web master what the 10 most visited pages are on your web site are. This is a very easy question to get answers for, and there should be no reason for your web master to hesitate to provide this information. 

As you review the data he or she provides, ask yourself, the web master, and other staff member these questions:

  • Is there a page on your web site that is more popular than the home page? Why is that?
  • Are these the 10 pages you want to be the most visited on your web site? If not, what should you do to increase the number of visitors to the pages you most want users to visit?

Don’t just think about increasing visitors to certain pages. Sure, you could get more people visiting your donate to us page if you made it your home page, but would it increase the number of donations your nonprofit gets? No. Think about what you want to happen as a result of people visiting your web site, what you want users to do as a result of navigating around your web site, and remember that different people will have different wants regarding your web site. Have your web master in on these conversations, so he or she can understand your organization’s communications priorities, which program staff should set, not the web master.

3. Invite volunteers to your conference room and have them navigate your web site with their own laptops and smart phones. Have the web master there to observe. Ask the volunteers to find information on how to volunteer, and quiz them on what they found. Ask them what donations pay for at your organization, based on what they found on your web site. Ask them what difference your nonprofit makes, based on what they found on your web site.

Take notes on their answers and then have a followup meeting with communications staff, including the web master. Talk about what you learned from this feedback, and either develop a plan on how to adjust your web site so that it does what you want it to do, or ask your web master to develop such and then present it to staff.

4. Six months after the changes have been made to your web site, do steps one and two again. Are the top 10 pages visited on your web site the pages you want most visitors to see? Are volunteers able to more easily find information about how to volunteer, what donations pay for, what difference your nonprofit makes, etc.?

5. When you want a feature on your web site, find an example of it on another web site, particularly at a company or agency about the size of your organization. Have this ready to show the web master, to prevent the “that can’t be done” argument.

6. Tell your web master which staff members need to be able to make simple text changes without his or her support. Whomever is in charge of communications at your organization should have this ability. Maybe you want a small group of reliable volunteers with some web design experience who can step in to do such when the web master is not available. And then have your web master show exactly how those staff members should make those changes via whatever content management system he or she prefers. Maybe there is a WordPress interface. Maybe there is another type of interface (I use BlueGriffon). The point is that you should never have to wait for the web master to make time to merely add a paragraph or two to a page, or to correct a typo.

These six simple things will let you take back control over your organization’s web site, and help you have the documentation you need for when your web master moves on – and your web master WILL move on!

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If you have benefited from this blog or other parts of my web site and would like to support the time that went into researching information, developing material, preparing articles, updating pages, etc. (I receive no funding for this work), here is how you can help.

Your favorite non-English resources re: volunteerism or nonprofits?

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I asked this back in 2011, but it’s time to ask it again:

I would like to know YOUR favorite online resources regarding volunteerism / volunteers (especially the support and management of such), nonprofits or NGOs (non-governmental organizations), including Tweeters, in languages OTHER than English.

Spanish, French or German are most desired, but any language – Arabic, Persian Farsi / Dari / Tajik /, Hindi, whatever – would be welcomed.

In short, I’m looking for the Spanish, French, German, Arabic and other non-USA, non-English-language versions of Energize, Inc., of VolunteerMatch, of resources for those that manage volunteers like what I have on my web site, etc.

Please send the name of the resource, the URL of the resource, and a summary of what the resource is – does it focus on volunteer management? On nonprofits / NGOs / charities using the Internet? Or helping organizations recruit volunteers? Or fundraising / resource mobilization? Or any aspect of management? Is it a web site? A database? A Twitter feed?

I have some of these resources already, but I would like to have more. Plus, mine need updating:

I will share what I’ve compiled already and what’s submitted – and is what I’m looking for – on my web site, and announce the page here on my blog, as well as my Twitter feed and my Facebook page.

If you have benefited from this blog or other parts of my web site and would like to support the time that went into researching information, developing material, preparing articles, updating pages, etc. (I receive no funding for this work), here is how you can help.

Tools for project managers with remote teams

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This article from International Center for Journalists is focused on journalists and editors working with journalists and other contributors remotely, but much of its advice is applicable for nonprofits working with remote staff and remote volunteers (virtual volunteering) – or working with staff you see face-to-face but you need to work with online as well. The article is written by the project manager of Chicas Poderosas, a community of women in media spread across 18 countries in Latin America. 

For instance, when brainstorming a story or a project with your team, she uses remote visual boards like Jamboard. “Jamboard has virtual post it notes, and allows your team to simultaneously create text boxes, write comments and even draw.” Has anyone else used it? What do you think of it?

To keep track of the individual activities in the chart, she uses Trello. Each task is its own card, which can be assigned to a team member, and can include deadlines and alerts. Trello has integrations with other tools such as Google Drive. “In our Chicas Poderosas weekly calls, we update the Trello board, checking up on what each Chica did, and we create and take ownership of new tasks for the next week.” 

She also has good, not-techtool-specific advice like: 

The best tool is not the latest, or the most complex and automated. The best tool is always the one that is more natural for your team, the project and any other involved stakeholders.

If you do find a new tool that you want to implement, always take the time to schedule on-boarding sessions so that your team can practice using it, ask questions and share their challenges. 

Do you use any of the tools she mentions? Do you have other ideas?

And if you want to explore how to involve and support volunteers, whether those volunteers are around the corner or around the world, check out my book with Susan Ellis, The Last Virtual Volunteering Guidebook. The book is the result of more than 20 years of research and experience regarding virtual volunteering, including online micro volunteering, crowdsourcing, digital volunteering, online mentoring and all the various manifestations of online service. It’s packed with examples from a variety of organizations and details on how virtual volunteering works, how challenges are overcome, and how success is measured. It includes

  • Detailed advice on virtual volunteering assignment, including one-time “Byte-Sized” tasks (micro-volunteering / microtasks), longer-term, higher-responsibility roles and virtual team assignments.
  • A thorough look at various practices for screening and matching volunteers to assignments, with an eye to getting the most capable volunteers into your volunteering ranks and preventing incomplete assignments or burdensome management tasks
  • How to make online volunteer roles accessible and welcoming for a variety, diversity of people

Susan and I wrote The Last Virtual Volunteering Guidebook in such a way that it would be timeless – as timeless as a book about using computers, laptops, smart phones and other networked devices could be. It is USA-centric but it offers a lot of international perspectives as well.

There’s also a chapter just for online volunteers themselves, which organizations can also use in creating their own materials for online volunteers.

If you read the book, I would so appreciate it if you could write and post a review of it on the Amazon, Barnes and Noble and Good Reads web sites (you can write the same review on all three sites).

Does Your Org’s Practices Reflect Its Own Mission?

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I recently joined the board of a brand new nonprofit. I am helping with the content of its first ever web site. I decided to look at the web sites of some other similar organizations to get some ideas.

I found nonprofit associations that have classes on how to prepare an annual report – but they don’t have any of their annual reports posted on their web site. I found foundations that demand copies of the latest 990 from nonprofit applicants, but they don’t have their 990s on Guidestar. I found a nonprofit that has its board of directors listed on its web site, and always has, but has a different board listed on their 990s for those same years on Guidestar.

Why aren’t these organizations walking their talk, doing what they want other organizations to be doing?

And then there is the nonprofit organization that I consider famous, that you have probably heard of. Were I to say its name, which I’m not, and its name would probably bring to mind images of innovation, of bucking the status quo, of direct confrontation, and lots and lots of action. You would think of it as an organization that doesn’t recognize any tradition or rule as absolute. You would think of it as an agency embraces new ideas and experimentation, and works in a flexible, pro-active manner, putting its mission goals before bureaucratic ones. So imagine my astonishment when talking with this organization to receive such a hostile reaction to the idea of employee telecommuting / cloud commuting. The human resources manager sounded as though she couldn’t breathe at the thought of such a radical idea, and once she did find her words, said that this organization’s HR policy absolutely forbids any such practice. When I suggested that it would be a good idea to modernize that policy, another staffer jumped in, reminding me that doing something so “substantial” as changing a policy takes “a lot of time” and “much reflection” and “a great deal of research about legal issues.”

Here’s an organization that prides itself on not playing by the rules, and even sometimes asks its volunteers to violate the law in pursuit of its goals – no kidding! But revise its human resources policies to allow employee telecommuting? Why, that’s crazy talk!

There’s another organization you probably would not have heard of, but you would be familiar with its work: trying to address conditions and practices that lead to global climate change. But while this agency is writing guidelines, holding conferences and lobbying corporations and governments, the overwhelming majority of its staff, even those who live less than half a mile from the organization, are driving to work, despite the outstanding mass transit system available in its city. The organization has no policies regarding recycling its own office waste, and there’s no emphasis on any energy-saving practices within its offices.

Can you imagine if the press, or a group working counter to this organization, identified these practices and detailed them publicly, and the enormous public relations fallout that would occur?

These are real-life examples of organizations promoting practices or an image that isn’t actually reflected in their practices or culture, of organizations not truly “walking their talk.” And there’s more:

  • there are organizations that say they have a commitment to fighting for human rights and inclusion that have web sites and online resources (apps, videos, etc.) that aren’t accessible for people with disabilities – and they balk at the idea of making that commitment to digital inclusion
  • organizations that encourage corporations to allow their employees to volunteer on company time, while not allowing their own employees to do so.
  • organizations that advocate for feminism and women’s rights, but have antiquated dress codes and business practices regarding women that work and volunteer for them.
  • companies holding seminars on innovation and efficiency in the workplace who have antiquated computers, software and other devices that inhibit their staff productivity.
  • initiatives that tout the importance of local control of local activities, local decision-making,  but ignore the feedback of clients, volunteers and frontline staff, even imposing requirements of them with no discussion from them.

Take a look at your organization, particularly your mission statement, and ask yourself, “Is what we promote to others being practiced by ourselves?” Look at the behavior you encourage or talk about in your programs – do you exude that behavior yourself, as an organization? Survey your staff and volunteers, allowing them to anonymously provide feedback on where they see disconnect in the organization’s mission and the organization’s own internal practices.

Not only will you avoid a public relations nightmare, your own practices will become marketing tools for your organization’s mission.

If you have benefited from this blog or other parts of my web site and would like to support the time that went into researching information, developing material, preparing articles, updating pages, etc. (I receive no funding for this work), here is how you can help.

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Free guide updated: Basic Fundraising for Small NGOs/Civil Society in the Developing World

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I’ve updated Basic Fundraising for Small NGOs/Civil Society in the Developing World for the first time in four years. I swore I wouldn’t anymore, and even said so on my web site… it’s quite the beast of a project, given that it’s entirely unfunded work. And I’ve been updating it since 2004.

But the continued pleas on sites like Quora from small NGOs in Asia and Africa, including very specific questions about crowdsourcing, a topic not covered in the 2015 version of the document, prompted me to spend oh-so-many hours updating it.

The PDF book is now 41 pages long and is available to download, for free, from my web site. It includes chapters on:

  • Fundraising: Some Things You Should NEVER Do
  • Networking & Establishing Credibility
  • Guidelines for Integrity, Transparency & Accountability
  • Using Social Media to Build Credibility
  • Absolute Essential Preparations To Solicit Donations
  • Finding Donors & Making Contact
  • Proposal Writing
  • Ethical Principles in Fundraising
  • Crowdfunding & Online Donations
  • Beware of Fundraising Scams
  • Financial Sustainability Action Planning
  • Individuals Raising Money in Another Country for Your NGO

The work of small community-based organizations (CBOs)/civil society organizations (CSOs)/non- governmental organizations (NGOs) in developing countries, collectively, is vital to millions of people. There is no group or institution doing more important work than CBOs / CSOs & NGOs. They represent local people and local decision-making. They often are the only group representing minority voices and the interests of those most-marginalized in a community. I call them mission- based organizations: they are organizations that exist, primarily, to fulfill a mission. They have a mission-statement that is supposed to guide all of their activities – in contrast to a business, which exists to make profits.

Financial support for their vital work, however, is hard to come by, and staff at these organizations, whether paid or unpaid (volunteer), have, usually, never had training in how to raise funds, what different funding streams can look like (individual donors, foundation grants, corporate grants, fees-for-service, government contracts-for- service, etc.), or how to maintain an accounting of funds.

I can’t solve this challenge with a book, but I hope I can give these NGOs the most basic information they need to secure funding. I hope it also helps consultants who are trying to help these small NGOs in developing countries.

Will I update it again? Not any time soon, barring the correction of some egregious mistakes, and maybe not at all. I need money too, folks. I need to devote my energy to projects that pay me. Please read more about my consulting services and let me know if you might like to work together!

vvbooklittleA resource that isn’t free but is very much worth your investment – at least I think so – is The LAST Virtual Volunteering Guidebook. The book, which I co-wrote with Susan Ellis, extensive, detailed suggestions and specifics about using the Internet to support and involve volunteers: virtual volunteering. It includes task and role development, suggestions on support and supervision of online volunteers, guidelines for evaluating virtual volunteering activities, suggestions for risk management, online safety, ensuring client and volunteer confidentiality and setting boundaries for relationships in virtual volunteering, and much more. The LAST Virtual Volunteering Guidebook is available both as a traditional printed book and as a digital book.

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Signs that a nonprofit idea is doomed – a blog inspired by the words of Anthony Bourdain

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In honor of Anthony Bourdain, whose loss I still mourn, I read Kitchen Confidential: Adventures in the Culinary Underbelly for the first time. It’s a fantastic read – I highly recommend it. There’s a short section where he lists all of the wrong reasons to start a restaurant and a list of signs that a restaurant is in trouble, followed by a long narrative of his personal experiences at such failing restaurants. It got me thinking about what I’ve always considered the obvious signs of a nonprofit that’s in trouble and the wrong reasons to start a nonprofit, based on my what I’ve seen and experienced.

So I’ve spent several days thinking about it and making a list. Here it is:

The vanity project. This can be everything from I’ve always wanted to run a nonprofit, so I’m going to start one to my little precious snowflake got turned down from volunteering with a group he wanted to help so we’ve started a nonprofit in his name. These projects are all about the founder – the web site and any media articles are about the person who started the organization, how wonderful they are, or cute, or admirable – not about the clients served, the difference actually made. Many nonprofits are started by a dynamic someone with a particular vision, and I’m not at all saying that’s bad – it’s been my honor to work for some amazing visionaries. In fact, such a champion is often essential to a nonprofit getting off the ground. But when a nonprofit is mostly about the person who started it, you can bet that nonprofit isn’t going to be around long.

We have passion, not a business plan! A group of people feel passionately about trees. Or fish. Or homeless dogs. Or live theater. That’s terrific. That passionate group of people is essential for a nonprofit to be launched successfully and attract donors. But what’s also essential is an old-fashioned, text-to-paper business plan. What actual activities do you want to do in your first year and how much do you estimate that’s going to cost? How are you going to staff those activities? How are you going to ensure the safety of participants? How are you going to evaluate whether you’ve done what you said you would do and ensured you haven’t actually made things worse? What kind of facilities do you need to make all this happen? And you have to have at least a general plan for your first three years where you try to answer these questions as well.

We have a great idea that’s NEVER been done before! Yes, it has. In fact, there is a probably project like the one you are proposing already in your city or county, or online. You are so in love with your idea that you just cannot believe no one has thought about it before. So you announce it, launch it, and then are shocked when asked, “How is your project different from such-and-such?” Sure, you might get a lot of initial press over your “brand new” idea, from reporters who also didn’t do their homework and don’t know this initiative already exists somewhere. But those other established initiatives have an advantage over you: they were here before you, they learned from a litany of mistakes and misdirections you don’t know about, and they know how to avoid those now. They will be here when your idea isn’t so hot and new anymore and you go back to grad school. Here’s a better pitch: We have a great idea for something this community needs, and here is our extensive proof that it’s needed and how it’s different from other projects, along with why we can do this!

Our board of directors doesn’t give money, just ideas! Your board is fiscally responsible for this organization. The executive director reports to the board, who evaluates his or her performance. The board should know how to do that. Boards that don’t know how to do that are shocked when the executive director resigns and, whoops, the bank account is empty! The board should have a set amount of money they need to raise or give every year to the organization in order to keep their seat on that board. Also, how can your nonprofit ask for money unless your board members are showing leadership in donating themselves? If you just want their ideas, put them on an advisory board. If your board of directors isn’t providing a good percentage of your operational funds, either out of their own pockets or via their network of associates, your nonprofit isn’t going to last long.

Our first step: a high-profile fundraising event! So many nonprofits start with trying to find a celebrity to endorse their idea or trying to organize a big concert or even an entire music festival to launch their initiative. The organizers think that all you have to do is get your heart-wrenching letter or energetic pitch in front of some big movie star or music celebrity and, poof, that person is going to be calling you to say, “I have to be a part of this! How can I help?!” It doesn’t work that way. The landscape is littered with failed fundraising concerts – and even lawsuits that resulted from such. One of the parts of Loretta Lynn’s autobiography that doesn’t make it into the film based on that book is one of her early attempts at organizing a fundraising concert for a cause that she cared about – it was a disaster because organizers – people with a lot of great intentions – didn’t have a business plan or a budget. Money was lost, hearts were broken, reputations harmed. See also: NetAid.

Our main message is: give us money! I am not going to follow you on Twitter or Facebook or anywhere else if all your nonprofit is going to do is hit me up for a donation. Show me photos of your volunteers in action, of your happy box office staff taking reservations for your next show, of actors acting in your current show, of someone happily adopting a dog from your shelter, of your staff getting ready for your next farmer’s market, of your executive director talking to the Rotary Club or, if its appropriate, of your clients. Tell me success stories, tell me stories of the challenges your clients face, tell me something funny… don’t just tell me, or beg me, to donate!

We have an angel! It’s not just Broadway producers that dream of a wealthy person that falls in love with an idea and is willing to put up major bucks to fund it – a lot of people that start nonprofits dream of it as well. And like most Broadway producers that want to rely on such, they get their heart broken. But sometimes it DOES work out, and a nonprofit gets the attention of that wealthy someone who gives half, or even the bulk, of the money needed for the first year of operations. Or maybe its a foundation. Hurrah for you! But here’s a spoiler alert: that gift will disappear some day. Maybe not next year. Maybe not the year after that. But it will happen: the angel will get other interests, or die. A nonprofit or NGO that is not constantly cultivating a diversity of funding streams – other foundations, lots of individual donors, fees for service, contracts for service, etc. – is, sooner or later, going away.

GIve us money or volunteer with us or we’ll have to close! Then maybe you should close. Because if this is what it’s come to, it means that, even if you get the money you need to stay open this month, you will be making the same desperate plea next month.

That’s my list. What do you think are the signs of a nonprofit or non-governmental organization (NGO) doomed from the start? Share in the comments.

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Tearing down women who dare to lead

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The next time you see a glowing article about or an interview with a woman who has started her own initiative or nonprofit in the town or neighborhood where she lives, or who is running for office, or who is leading a fight against some polluter or oppressor in her area, no matter what country it’s happening in, consider what this woman is probably dealing with that isn’t talked about in the article: vicious, constant personal attacks and criticisms.

In a blog I wrote a year ago, called Barriers to women’s leadership we don’t talk about, I wrote about women in other countries who pay a hefty price in their attempts to be ambitious at work and exert any kind of leadership, particularly via gossip but also per constant insults and criticisms from other women. And I noted that those barriers happen right here in the USA to women who try to lead in some way, small or large.

Women are continually, regularly discouraged from thinking of themselves as powerful or ambitious or worthy of leading in any efforts, no matter how large or small. When women try to lead – whether on a project or even just regarding a topic during a discussion- the reaction can be discouraging or even ugly. The reactions come from colleagues, from the community, even from those they try to serve. Even from family members.

Women who try to lead are often subjected to insults and attacks designed specifically to prey on personal fears and insecurities. I’ve certainly it experienced myself. Newly-elected congresswoman Alexandria Ocasio-Cortez is experiencing it to a degree that would make most people wither – any Internet search of her name will illustrate it. 

Right here in the small town in Oregon where I live, a few years ago, a young woman decided to create a participatory project that she hoped would build community cohesion, something the population was struggling with. She planned carefully, encouraged and welcomed participation, shared decision-making and made it completely transparent, and personally reached out and guided participants in the project, all while making sure her vision was always at the forefront – it was about that vision, not about her. The project flourished: more and more people participated and her vision was being realized: more and more people became aware of local government meetings and action (and how to participate in such), new resources from the county public health office, road conditions, and even new restaurant openings. Rumors were quickly squashed. Neighbors were helping each other – neighbors who might never have met otherwise. Involvement in her project grew to a number that was more than 25% of the population, and it included me – I was skeptical at first, but quickly bought into her efforts. A newspaper wrote a story about her efforts. At a debate for candidates running for local office, two candidates talked about her project in their remarks and how it was so important to the community and they wanted to better leverage it.

But some people didn’t like her success. A small minority of participants provided constant public and private criticism of how she moderated and facilitated activities and how she reinforced the goals of the project, and rarely was the criticism constructive. People who violated the project’s policies – policies that are in writing and about which regular reminders are sent – were angry when they were gently reprimanded, even if that reprimand happened well behind the scenes, discreetly. They were furious when their actions, in violation of the written policies, lead them to being blocked from further participation. The founder received personal insults via direct message and text, like the one posted next to this paragraph (it’s one of the milder ones, actually). At least one person created a fake account on Facebook and posted outrageous messages, trying to make people think it was the group founder. At least three rival projects were launched by disgruntled former participants  – all failed after just a few weeks or months. But that tiny, vocal, persistent minority and their constant insults and attacks finally did her in: after four years, she resigned her role as project owner and manager, not because she thought the project needed fresh leadership, not because there were people who had demonstrated that they were ready to take over, but because, emotionally, she just couldn’t take the belittling and abusive comments anymore. It will now be up to the remaining volunteers to keep the project going. And maybe the project will continue. But what I’m worried about is that she’s probably going to continue to be targeted for comments by people in any endeavor she undertakes in this small town because she DARED to lead.

For anyone who offers advice for women who want to be leaders that is focused on smoothing out presentation style and being more gentle or diplomatic, I say, quite frankly: bollocks. Being overly concerned by one’s image with everyone or even the most vocal group of critics, however large or small, diminishes that person’s mental and emotional resources needed for leadership. People who are distracted about how everyone else perceives them – or even a vocal minority – are less clear about their goals and less capable of reaching them. And make no mistake: women are targeted by this kind of criticism far, far more than men.

I hate most of the articles I have ever read on women’s leadership. One I did not hate is Women Rising: The Unseen Barriers by Herminia Ibarra, Robin J. Ely and Deborah M. Kolb. A version of the article was published in the September 2013 issue of Harvard Business Review. And I loved this quote from the article in particular:

Integrating leadership into one’s core identity is particularly challenging for women, who must establish credibility in a culture that is deeply conflicted about whether, when, and how they should exercise authority. 

The reality is that effective leaders must have the confidence, and maybe even arrogance, to take initiative and action despite insults and criticisms. They have to know when a criticism is something to be considered, something to be used for improvement, and when it’s meant solely to be spiteful, to undermine and derail efforts and to personally attack someone and undermine their confidence. Effective leaders must be firmly anchored in their purpose. They need to always keep their cause, mission, project, objective, key message, whatever it is, as the first and foremost priority in all they do, and remember that everything they do needs to be true to that cause or message – a cause or message bigger than themselves. Absolutely, leaders need to listen to and consider comments and criticism about their performance – but they also need to know when to ignore insults. They need to know when they are hearing constructive criticism and when something is being said or done solely to tear someone down. And that can be difficult for even the best leaders.

When men are firmly anchored in their purpose, they are admired as confident. When women do this – well, we all know what is said about women who do this. But maybe instead of telling women to alter their behaviors if they want to be leaders, we need to start calling out the double standards in how we describe and respond to women leaders.

Updated April 15, 2021: A comic strip demonstrates the challenges women face online. It’s developed by Kenya ICT Action Network (KICTANet). In a story of three differently aged, differently shaped and differently employed women, we see what violence can look like online, how the seemingly harmless can actually contribute to it, and what we can all do to prevent it and to create a safer space for women online.

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Reporting impact should be EASY – why do so many struggle with it?

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I think the work of the United States Agency for International Development (USAID) is one of the most important that my country, the USA, does.

I think foreign aid by the USA, or any other country, is vital to world economic stability and security. I believe foreign aid prevents wars and reduces human migration fueled by violence and poverty. I also believe foreign aid is just the right thing to do, to help people and our world.

Because I think USAID is so important, it’s difficult to see it stumble so badly, especially in a country I dearly love, Afghanistan. And that seems to be the case with Promote, an Afghanistan-based initiative that is USAID’s largest women’s empowerment program in the agency’s entire history. The Promote web site says:

The aim is to advance opportunities for Afghan women to become political, private sector, and civil society leaders and to build upon existing and previous programs for women and girls.

Three years after it launched, a USA government watchdog agency has reviewed the program and cannot find any concrete data that it has helped any women become political private sector or civil society leaders.

The Special Inspector General for Afghan Reconstruction (SIGAR) was established by Congress to monitor spending by the USA in Afghanistan. In its report released last week, SIGAR cites a letter from USAID saying that the Promote program had “directly benefited 50,000 Afghan women with the training and support they need to engage in advocacy for women’s issues, enter the work force and start their own businesses.” The letter added that Promote had helped women “raise their voices and contribute to the peace and prosperity of their country.”

But the SIGAR report notes that these USAID claims for the program are not backed up by any measurable data, such as actual jobs, internships or additional trainings made possible because of Promote’s work.

The SIGAR report notes that:

  • The Promote program changed its performance indicators substantially in its first two years, greatly reducing the number of people it committed to serve.
  • Because it did not complete a baseline study early in its implementation, Promote lacks a starting point from which to monitor and evaluate the program’s progress over its first 2 years and to measure its overall impact in Afghanistan. In other words, evaluation was not baked in right from the beginning.
  • The Promote program delivers much of its programming through contractors, and SIGAR found that USAID/Afghanistan’s records on the contractors’ required deliverables were incomplete and inaccurate because management did not give contractors enough guidance on record keeping and tracking important information about deliverables in a consistent manner. In addition to such records being absolutely fundamental to being able to evaluate impact, the report notes that complete and accurate records are critical to documenting and maintaining institutional knowledge in a mission that experiences high staff turnover.
  • The report also notes that the program didn’t have feedback from contractors on the potential negative impacts of the proposed programming.

In some cases, attendance at a single gender empowerment class organized by Promote was counted as a woman benefiting from the program. One target was to help 20 women find leadership positions in the Civil Service, but none have so far, according to the SIGAR report. One of the few concrete results cited in a study of the Promote project was the promotion of 55 women to better jobs, but the SIGAR report says it is unclear whether the Promote program could be credited for those promotions.

Two people associated with the program that I have seen on social media have been very upset about the SIGAR report and the article in The New York Times about it. They are saying the data IS there – but neither could give me any links to it, say where the data is or how it was collected, etc. One said that the kind of data SIGAR is asking for is impossible because of two things out of the program’s control: the security situation in Afghanistan and because of the conservative nature of the country. To which I say: NONSENSE. Neither of those factors are reasons not to have the data necessary to evaluate this program – if those issues didn’t prevent activities by the program, then they would not prevent data-gathering about such.

Program results are not meetings, not trainings, not events, and not the number of people that participated in any of them. Those are activities and mere activities can rarely be reported as program results. What happened because of the meeting or training or event? What changed? What awareness or skill was gained? What happened to the participant at the meeting, or because of the meeting, that met the programs goals?

Here is just how easy it can be to evaluate a program: Create a survey to be delivered before or at the start of a meeting, a training or event for attendees. You can get answers to that survey as one big group exercise, as a series of small group exercises or in one-on-one interviews if its a low-literacy group or if you don’t believe the target audience will fill out a paper survey. Ask about their perceptions of various issues and challenges they are facing in relation to the issues you want to address. Ask their expectations of your meeting, training or event. Then conduct a similar survey weeks or months, with the same group, and compare the results. TA DA: YOU HAVE DATA FOR EVALUATION OF YOUR RESULTS. This is a very simplistic approach and just scratches the surface on all that the Promote program should have been gathering, but even just this would have been something. It would have given some indication as to whether or not the program was working.

Now, let’s be clear: this SIGAR report does NOT say the Promote program isn’t doing anything and should be ended. Rather, as the report itself says:

after 3 years and $89.7 million spent, USAID/Afghanistan has not fully assessed the extent to which Promote is meeting its overarching goal of improving the status of more than 75,000 young women in Afghanistan’s public, private, and civil society sectors. 

And then it makes recommendations to the USAID Administrator “to ensure that Promote will meet its goal in light of the program’s extensive changes and its mixed performance to
date.” Those recommendations are:

1. Conduct an overall assessment of Promote and use the results to adjust the program and measure future program performance.

2. Provide written guidance and training to contracting officer’s representatives on maintaining records in a consistent, accurate manner.

3. Conduct a new sustainability analysis for the program.

Here’s some tips regarding number 2:

  • give the representatives examples of what data should look like
  • explain the importance of reporting data that shows an activity has NOT worked in the way that was hoped for, and how reporting this data will not reflect poorly on the representative but, rather, show that the representative is being detailed, realistic and transparent, all key qualities for a program to actually work
  • engage the representatives in role-playing regarding gathering data. Have staff members do simple skits showing various data-gathering scenarios and overcoming various challenges when interviewing someone and how to address such. Then have representatives engage in exercises where they try these techniques, with staff playing the roles of government officials, NGO representatives, community leaders hostile to the program, women participating in the program, etc.
  • emphasize over and over that evaluation isn’t a separate activity from program delivery, done at the end of a project, and provide plenty of examples and demonstrations on what evaluation activities “baked in” to program delivery really looks like.

I developed this comprehensive list of questions to answer in preparation for reporting to donors, the media & general public with a colleague in Afghanistan, to help the local staff at the government ministry where we worked know what information donors and UN agencies regularly asked for, and what we anticipated they might start asking for; what subjects the media regularly asked about or reported on, and what we anticipated they might start asking about or reporting on; and what information could be used for evaluation purposes later. It was part of our many efforts to build public sector staff communications capacities in countries where I’ve served. We needed a way to rapidly bring staff up-to-speed on reporting – on EVALUATION – needs, and I think we did with these kinds of efforts. I hope Promote will develop something similar for those delivering their services, and make sure the lists are understood.

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