Three Tips for Brand-New CEOs

As CEO orientation processes go, it’s hard to beat 17 straight hours on the road with your board chair.

During her session at last week’s ASAE Great Ideas Conference on tips for first-year CEOs, Texas Society of Association Executives CEO Beth Brooks, CAE, related her experience just starting as the executive director of the Texas Pest Control Association. TPCA had just decided to shift from being run by an AMC, and the strain was showing—meetings that weren’t being prepared for, the lack of an office space. But during a long car trip to a conference and a committee meeting, she said, “I learned so much about the association.”

If that seems like an overly ad hoc way to get to know the lay of the land, consider one study that says nearly half of all new nonprofit CEOs receive no onboarding guidance from their board at all. After a lengthy application, vetting, and interviewing process, the committee in charge of finding a new executive is likely exhausted, so the new leader will probably have to take matters into his or her own hands.

When your board doesn’t understand what their roles are, or what your job is, they start making it up.”

Brooks has written a new book, The New CEO’s Guide, on how new and aspiring executives can do just that. Here are a few highlights from her talk:

Make sure the board knows what it’s doing. “When your board doesn’t understand what their roles are, or what your job is, they start making it up,” Brooks says. And that, as you might imagine, is bad news. Don’t assume that somebody else will step in to clarify the duties of board service to volunteer leaders—you’ll need to do it yourself. That clarification largely involves a review of bylaws and governance structures, ethics, strategic planning—and the consequences, sometimes legal, of noncompliance with their duties. This doesn’t necessarily have to be a slog through legalese—the experience can inspire the group to modify or reject processes that aren’t working. Especially those needless standing committees that can easily be remade into short-term task forces or simply sunsetted.

Build trust. New executives can expect at least a little micromanagement during their first year on the job. Getting through that requires being personable with staff and volunteers, but also knowing that those people need to rely on you as a steady hand. So don’t hide bad news, and make clear you understand your role as helping the board fulfill its goals: “You need to make sure that everything you’re doing is in alignment with what the board wants you to do,” she says. This kind of work happens on a personal level too: When a publishing snafu led to badly produced member publication, Brooks said, she got a grudging but disappointed sign-off from the chair. But she hustled to make sure that chair got a little face-time with a political figure he was eager to meet. “If you don’t have trust, you don’t have any staying power with that association,” Brooks says.

Get help. A CEO’s first year goes by quick—it’s a lot of time on the road, a lot of meetings with a variety of people (all of whose names you need to remember), and a lot of putting out fires. And it’s nearly impossible to manage alone. Every CEO, Brooks says, needs to spend time finding people who can provide guidance and support, especially when it comes to your weak spots. “Have a group that you can call on,” Brooks says, be it leaders at related associations or a “kitchen cabinet” of coaches on particular skills. In addition to finding people who can help them sort out the nuts-and-bolts questions, leaders also need to spend a some time understanding themselves. “Find out about you,” Brooks says. “What are your strengths? How do you deal with stress? How do you deal with strong personalities?” Knowing the answers to those questions, and building up the skills to manage your answers, goes a long way toward making that first year on the job a smoother journey.

What advice would you give to a CEO in the first year of his or her job? Share your suggestions in the comments.

Leading Volunteers From the CEO Suite

Leadership runs on at least two tracks: It involves not just gathering the skills to become a better leader yourself, but helping others lead as well.

That’s especially true when it comes to association volunteering, I think: because serving on committees and boards doesn’t involve financial compensation (usually), the need to be a leader and to help others lead is all the more pressing. That’s one of the conclusions I came to while reporting “Step by Step,” my feature story in the Associations Now Volunteer Leadership Issue. As the people I spoke with explained, there’s a constant effort to identify, train, and support volunteers, and for volunteers to develop those abilities themselves. As consultant and former association executive Donna French Dunn, CAE, points out of successful volunteers, “Board leaders, not just the board chair, have a great sense of what’s also going on in the world around them.”

There’s an interesting postscript to this story: Shortly after the article was wrapped up, one of the people I spoke with, Cecilia Sepp, CAE, became an association executive. I spoke with Sepp in her capacity as a longtime association volunteer and expert in volunteer management. But now that she’s running the show at an association—she’s president and CEO of the American College of Health Care Administrators—how has she helped support volunteers?

You don’t know enough in the first 90 days to make sweeping changes.

It’s early days yet—Sepp began at ACHCA at the start of 2016. But she made sure to come in with a supportive attitude toward the variety of volunteer roles at the association, from the board to committees to chapter leaders. “I’ve worked at a couple of organizations where the chief staff executive did not really like having chapters, and would say things like ‘this chapter just causes me problems,’” she says. “I was between the chief staff executive and the volunteer liaison, and that not a comfortable place to be sometimes if you don’t have an executive who’s supportive.”

At ACHCA, she’s found enthusiastic volunteers, but also work to be done, especially when it comes to limiting the bureaucratic aspects of running chapters. “Like other associations we struggle to make sure that chapters are getting the support they need,” she says. “There are responsibilities that all chapters have, but what we’re trying to do for them is relieve some of the administrative burden that has been created over the years, and make that easier for them, so they can spend their time doing things like planning networking events, having webinars and writing newsletters.”

To highlight the priority she’s given to volunteering, she’s made a bit of an org-chart change, having ACHCA’s volunteer relations staffer report directly to her. “I think that sends a message to the chapters of how important they are, because the CEO is getting directly involved,” she says. However, she’s made a point of approaching changes with care. ACHCA is a relatively small association, with 2,300 members and six staff members, and though its staff doesn’t have deep volunteer experience outside ACHCA itself, early on Sepp is more interested in talking about its process than rushing to retool them. “A lot of CEOs feel they need to come in and change everything and put their imprint on them immediately,” she says. “You don’t know enough in the first 90 days to make those sweeping changes.”

But in addition to hearing out the processes the association already has in place, she’s been working to impart the importance of guiding volunteers on their own path, even if she has plenty of competing priorities on top of volunteer management. “I am already working with my staff to talk about some of these things,” she says. “What are we doing in this organization for our volunteers? Are there things we want to do differently? Are there things we should do differently? Can we make it more interesting and engaging for them? What I’ve started telling my staff is, they’re doing this to get something out of it. We have to make sure they have a meaningful experience.”

What do you do as an executive to guide volunteers on their paths, and how do you balance that job along with your other responsibilities? Share your experiences in the comments.

Debate Done Right: Boost Your Formal Debate Game

Nearly 1,000 attendees clutch their plastic clappers and file enthusiastically into the ballroom for one of the American Physical Therapy Association’s signature events: its annual Oxford debate. The topic: Should residency be a requirement for licensing physical therapists? The speakers: two teams of three professionals presenting or giving counterpoints for seven to 10 minutes each, one affable moderator and chair of the planning committee. The costumes: Wait, there are costumes? And music?

So much for stuffiness. Eight years ago APTA sought a way to creatively air perspectives around hot professional topics at its annual meeting and decided to try an Oxford debate—a format of timed argumentation with strict rules and a framework designed to keep the focus on an issue, not those discussing it.

“It’s been a big success for us,” says Mary Lynn Billitteri, APTA conference programming manager. “It’s a very entertaining but important part of the conference each year. … It’s not that people are going to walk out of the room and say, ‘I’m convinced I’m going to vote for X.’ It’s more for opening minds. The debate sparks a lot of great conversation,” and consensus often emerges.

The debate does not produce an official APTA policy stand—Billitteri estimates that a quarter of presenters advocate a position they personally oppose. But the event, which is part serious presentation, part dinner theater, can make arguing the pro-con elements of a strategic discussion or the pitching of conflicting perspectives a bit more palatable.

In an era of information overload, rapid decision making, and growing diversity and inclusiveness, formal argumentation with its civility and respectful frameworks can be an efficient, effective leadership tool in the workplace and boardroom, too.

Debate Rediscovered

Debate suffers from a bad rep. Popular depictions often illustrate word wars in which ideas and questionable facts are slung back and forth by people who don’t hesitate to speak over one another. On the academic front, debate competitors speak a complex, jargony language of rules and acronyms.

The art of argumentation requires superior listening skills, strengthens critical thinking and communication skills, and builds good writing, interpersonal, and presentation skills. On a less personal level, formal argumentation can raise a group’s self-awareness, ensure that all ideas and opinions are considered fairly and thoroughly, and reveal consensus points, as well as the crux of disagreement.

Debate also builds grit, resilience, and deep empathy, since debaters and their audience must understand opposing views alongside their own, according to Jullian Plaza, professor of forensics and debate coach at Colorado College. Debate done well “provides the deeper reasons why you’d want to go with certain plans or ideas,” he says.

“I would hope association boards have considered debate [as a tool] because it creates constructed conflict,” which is “inevitable” in a diverse society striving to be more inclusive, says Plaza. “Not everyone grew up in DC with exposure to different groups, so they have various levels of perspective and comfort, and yet everyone in a workplace is expected to understand people they have no idea about or understanding of. The only way to deal with this well is to depersonalize the conversations. … Effective relationships don’t magically occur.”

But there is a reason why debate is primarily offered in Toastmasters’ “advanced” chapters and with the help of a members-only guide: It takes genuine trust, collaboration, and commitment.

“If you don’t trust that everyone is there on equal footing and debating on the weight of the criteria and outcome goal you’ve all agreed to beforehand, it’s not real debate,” says Plaza, who will train attendees at the 2016 ASAE Great Ideas Conference, March 13–15, about the merits and tactics of debate for vetting ideas.

Toward that end, a lot of “soft work” must be done before an argument because “in a business, you’re a team, not a winner or loser,” he says. “You live or die by how well you work together. What people don’t understand is that … debate is a tool for mutual growth, to solve problems together, in large part because you’ve all already agreed on objective criteria against which to match and judge each argument.”

For debates to be effective, the issues need to be clearly defined and narrowed.

Better Decision Making

The components of effective debate also have applications for high-performing association boards, according to researchers who conducted a three-year study of how strategic conflict helps boards make better decisions. The study recommends that boards devote 40 percent of their time to “seeking decisions and action items,” some of which “may be contentious” or crisis-oriented.

Mark Engle, FASAE, CAE, principal of Association Management Center, and co-researcher Paul Salipante, Ph.D., of Case Western Reserve University, found that to manage conflict-heavy issues, the best boards often hire third-party consultants to add perspective and information while simultaneously delegating debate and consensus identification to task forces before full-board consideration and further debate.

Engle and Salipante also discovered a difference between association boards and their corporate counterparts in terms of debate: In associations, getting personal can produce better results. “Debating the objective merits of the issue during [association] board meetings leads to lower-quality decision making. But allowing personal elements into deliberations at the board level drives consensus among peers and improves decision quality when members have a personal interest and perceive a fair process in making a decision,” Engle wrote in the January 2012 issue of Associations Now.

This is less surprising when you consider the personal investment and attachment many association board members have to the work those organizations do, noted one association executive.

Clearing the Air

Debate can also be used as an information tool, a way to ensure that board members know all the facts and arguments prior to a separate robust discussion.

In addition, different formats can engage groups of various sizes. For example, many business schools routinely use classroom or campuswide debates not to have winners or losers but to boost learning engagement, recall, and critical thinking in tomorrow’s leaders.

“For debates to be effective, the issues need to be clearly defined and narrowed,” says consultant and frequent interim CEO Douglas Kleine, CAE, who placed third at Ohio’s high school debate championships. “Take one idea or strategy at a time.”

Kleine used a parliamentary debate format to energize critical conversations at the Community Associations Institute’s annual meetings years ago, choosing—like APTA—serious topics but bedecking speakers in wigs and allowing hecklers.

He believes a formal back-and-forth at board meetings “can help air something that’s grumbling around in the dirt. … Debate can bring the issue forward and air it out. Maybe the differences are intractable, but maybe they’re not.”

Is your board capable of using debate strategically? Maybe that’s your next argument.

The Board’s Duty of Foresight

The beginning of 2016 is the right time for association boards to make a fundamental choice. On the one hand, they can choose to confront the insistent reality of profound societal transformation—as well as its growing impact on their organizations, their stakeholders, and the fields they serve—with a genuine seriousness of purpose. On the other hand, boards can permit the detrimental human limitations of myopia, nostalgia, orthodoxy, and denial to constrain how they think about governing for the future and, in so doing, severely limit their ability to build associations capable of thriving in the years ahead.

To some, my framing of this choice may seem overly dramatic and stark. It is an understandable reaction, since most of us experience change as a strictly linear phenomenon, similar to driving down a long road. The transformation already underway, however, is coming from all directions at an exponential rate, and it will continue to accelerate and intensify in every field of human endeavor over the next decade and beyond. No industry or profession will be exempt.

Preparing their organizations and stakeholders for whatever comes next, then, will require association boards, along with other governing contributors, to collaborate and embrace what I call the duty of foresight.

It is well established that the boards of all nonprofit organizations, including associations, must fulfill three critical legal duties:

  • the duty of care (exercising prudence in decision making)
  • the duty of loyalty (giving allegiance to the organization)
  • the duty of obedience (acting in a manner consistent with the organization’s mission)

These three duties define the standards of conduct for board members as they pursue the work of governing their organizations. In a world of transformation, however, they do not go nearly far enough. To this list, I am adding the duty of foresight, a higher standard of responsible board conduct grounded in the affirmative choice to look continuously toward the future.

Boards need to understand as much as possible about the plausible impact of the forces of societal transformation and learn how to harness them for the benefit of their organizations and stakeholders. While the duty of foresight may never become a recognized legal duty of nonprofit boards, it is clearly an essential strategic duty and, arguably, a moral obligation to both association stakeholders and society.

Why should stake-holders believe that the board ‘gets it’?

Core Concepts

Three core concepts form the foundation of the duty of foresight: strategic legitimacy, board stewardship, and readiness to learn.

Strategic legitimacy. The organizational inertia created by valuing the past more than the future damages the credibility and legitimacy of association boards. When board decision making is imbued with nostalgic feelings and driven by orthodox beliefs, how can stakeholders feel confident that those who govern understand or care about the most significant problems, needs, and outcomes that these same stakeholders and their peers are working on right now? To put it another way, why should stakeholders believe that the board “gets it”?

Reasserting strategic legitimacy requires every board to adopt a denial-free recognition of the forces of societal transformation. Board members must develop an empathic understanding of transformation’s unique impact on the field, organization, and stakeholders they serve and make a genuine commitment to accelerate their association’s progress toward the future.

**Board stewardship. **Association boards also must nurture a shared responsibility for future-focused stewardship. Instead of adopting a short-term ownership perspective that may resist the realities of transformation, reject the risks of innovation, and reinforce a preference for the status quo, boards should operate as forward-looking investors who work collaboratively over time to grow the tangible and intangible value of the association as an asset that belongs to and exists for stakeholders’ benefit.

This form of stewardship helps boards steer clear of myopic decisions by situating complicated and difficult choices in their real-world contexts. It demands greater coherence and a stronger sense of purpose around the board’s long-term intentions for both stakeholders and the organization.

**Readiness to learn. **Even as the ability to learn emerges as the primary differentiator between success and failure in a world in flux, many association boards still struggle to make learning a genuine priority. But associations must acknowledge that their boards cannot possibly know everything and actually don’t know what they don’t know.

In this context, learning is about much more than gathering up enormous quantities of data and information to drive decision making. Instead, it is about making sense of the operating environment’s unfolding dynamics, making meaning around their implications for strategic intent, and crafting insights that can guide effective board action.

‘Design for the loss of control’—that is, pursue novel opportunities that capitalize on disruption.

Taking Action

There is no one preferred method for boards to move forward with embracing the duty of foresight. Indeed, boards should experiment with developing approaches that can be sustained and expanded with the assistance of staff and other voluntary contributors. The following three-part structure is a straightforward approach that most organizations can use to get started and then build on over time.

Develop a stewardship statement. Future-focused stewardship is not just a board responsibility. All stakeholders can participate in stewardship, including (and especially) the work of foresight.

To make that connection explicit, I recommend that boards develop a stewardship statement. (See the example in the sidebar.) Creating a stewardship statement challenges board members to reflect on and synthesize their original motivations for getting involved, their understanding of individual and collective governing responsibilities, and their long-term aspirations for the association. Through this statement, boards can crystallize the deeper significance of their work for themselves, as well as for staff and other volunteers, and can communicate clearly about the critical role that foresight plays in achieving the full impact of effective stewardship.

**Pursue the work of foresight as a consistent practice. **The rapid and relentless pace of transformation means the time to look ahead is all the time. With that in mind, boards must treat the work of foresight as a consistent practice. Board chairs and CEOs should work together to ensure that every meeting agenda includes generative questions developed through the regular use of foresight tools, including environmental scanning, scenarios, and stakeholder personas.

In addition, boards should cultivate foresight as an open and inclusive practice by inviting the participation of widely distributed stakeholder networks that include diverse and edgy voices not normally heard in association boardrooms. These network contributors are less likely to be beholden to organizational orthodoxies, frequently are more attuned to important signals of the future, and sometimes are already involved in redefining the rules of their fields. Boards can collaborate with these stakeholder networks to anticipate emerging shifts and harness the forces of transformation to create distinctive new value.

**Craft principles of action. **To translate both stewardship intentions and the practice of foresight into action, boards need a robust yet flexible framework to guide their decision-making processes. Principles of action—a small number of justified beliefs about the necessary conditions for the association to thrive—can help to create organizational resilience even as associations confront volatility and uncertainty. In fact, adhering to a carefully crafted set of forward-looking principles can help association boards “design for the loss of control”—that is, pursue novel opportunities that capitalize on disruption.

Principles of action must be grounded in the substance of the stewardship statement and infused with an understanding of how foresight influences the board’s thinking about value creation for stakeholders through the organization’s strategic intent and business model. They can function as a compass that guides boards toward reflective rather than reflexive decision making about the future.

The board’s duty of foresight currently does not possess the legal standing and importance of other established governing duties. Perhaps one day, it will. Today and in years to come, however, the real-world consequences of boards failing to accept the responsibility of pursuing the work of foresight will be borne primarily by associations and their stakeholders.

As stewards who have succeeded other stewards, board members who recognize the duty of foresight as an opportunity to harness the forces of societal transformation and create a different future for those they serve will demonstrate personal humility, shared trust, and genuine respect for their successors. These are worthy next traditions for all association boards to embrace.

Managing a Board Without Controlling It

You’re a new association executive, talking to your new board chair. “I’ve waited a long time to be in this position, and I intend to make the most of it,” the chair says. “I think it’s time to tear up the old strategic plan and put a new one in place.” In private, you sigh, roll your eyes. But then what?

It’s unlikely that a board chair will want to wield power in quite so authoritarian a manner. But for a new CEO, the recognition that you need to assert control—and quickly—can be one of those sweat-on-the-back-of-your-neck moments. And it’s all the more complicated because leadership isn’t simple in associations; you’re in charge, but so is the board.

There’s some good straight talk and advice in a recent series of blog posts published by the consultancy Ideas for Action. In “Seven Ways New Nonprofit Leaders Succeed the First Year on the Job,” Alan Davis, Jolene Knapp, CAE, and Deb Nystrom highlight the soft skills (listening and communication) and hard skills (training and strategy-setting) that can help new execs get through their first 12 months relatively unscathed. (A third post covers work-life balance.)

If they’re not excited, they shouldn’t be board members.

The posts are useful guides for newbies and perhaps helpful refreshers for long-tenured execs. But in terms of both groups, I was struck by one line in particular about board communication. “The board should be vitally interested in progress toward strategic goals,” they write. “Find a way to check on this.”

Easier said than done, of course. So I asked Knapp, who before joining Ideas for Action was for 20 years the executive director of the Society for College and University Planning, what keeps boards’ eyes off the ball. Why does their attention stray from strategy?

“Frankly, it’s human nature,” she says. “I think for many board members, at least in my experience, in their day jobs they’re not necessarily used to being in roles that require them to think or act or work strategically. When they’re faced with a situation that feels more comfortable to them, they’re going to migrate toward that. ‘What kind of box lunches should we have at next year’s conference?’ That kind of stuff is easy and fun.”

So the first step for the executive is to steer the conversation—not necessarily in terms of what the specific strategy should be, but certainly in terms of having a strategic discussion. “People will talk about and pay attention to what you put in front of them,” she says. “So my contention is that you need to be darned careful about what you put in front of them.”

There are practical ways for a CEO to move a board in that direction—Knapp recommends getting consent-agenda-type items out of the way in a phone call before the face-to-face meeting, for instance. But more importantly, the CEO can also manage the board (without explicitly steering it) by establishing a common agreement on those strategic goals.

“How many strategic priorities do you have, and are you sharp and crystal-clear about a shared understanding of what those priorities are and what does it mean to constitute success?” she says. “If the board is clearly focused in a way that provides a genuine filter for making choices about what to do and what not to do and how to allocate resources, there will be excitement about that. If they’re not excited about that, they shouldn’t be board members.”

Of course, board members may not always agree on those strategic priorities. And a CEO may wind up with a board chair who wants a tighter grip on the rudder. “If you have an incoming board chair who is kind of dead set on a more stale model of ‘We’re the board and you’re the staff and you’re here to support us,’ that’s a pretty hard thing to overcome,” Knapp says. Constant conversation with the board can help, but in the case of a particularly tough chair, it may help to start thinking long-term—what kind of power can you as a CEO use to encourage the inclusion of the kind of board leaders that can fulfill the organization’s vision?

This is a case, Knapp says, where the particular experience of the CEO can be an asset, because he or she has interactions with the talent pool within membership that the board may not. “I think the CEO and staff members tend to have a very different view of members’ contributions and membership’s leadership ability and commitment than, say, board members do,” she says. “I think there’s an insight to the kinds of people who are in the pool.” In the long run, CEOs can encourage board leaders with an enthusiastic and strategic mindset that can help feel good talent to volunteer down the line. It can be a problem that solves itself, so long as the CEO starts the process.

“I think The CEO has to have a really strong role [in identifying potential board members],” she says. “How visible that role is, I think is a different question.”

How do you handle the balance of power within your association’s board? Share your experiences in the comments.

How Board Debate Can Lead to Good Decisions

Nearly 1,000 attendees clutch their plastic clappers and file enthusiastically into the ballroom for one of the American Physical Therapy Association’s signature events: its annual Oxford debate. The topic: Should residency be a requirement for licensing physical therapists? The speakers: two teams of three professionals presenting or giving counterpoints for seven to 10 minutes each, one affable moderator and chair of the planning committee. The costumes: Wait, there are costumes? And music?

So much for stuffiness. Eight years ago APTA sought a way to creatively air perspectives around hot professional topics at its annual meeting and decided to try an Oxford debate—a format of timed argumentation with strict rules and a framework designed to keep the focus on an issue, not those discussing it.

“It’s been a big success for us,” says Mary Lynn Billitteri, APTA conference programming manager. “It’s a very entertaining but important part of the conference each year. … It’s not that people are going to walk out of the room and say, ‘I’m convinced I’m going to vote for X.’ It’s more for opening minds. The debate sparks a lot of great conversation,” and consensus often emerges.

For debates to be effective, the issues need to be clearly defined and narrowed.Douglas Kleine, CAE

The debate does not produce an official APTA policy stand—Billitteri estimates that a quarter of presenters advocate a position they personally oppose. But the event, which is part serious presentation, part dinner theater, can make arguing the pro-con elements of a strategic discussion or the pitching of conflicting perspectives a bit more palatable.

In an era of information overload, rapid decision making, and growing diversity and inclusiveness, formal argumentation with its civility and respectful frameworks can be an efficient, effective leadership tool in the workplace and boardroom, too.

Debate Rediscovered

Debate suffers from a bad rep. Popular depictions often illustrate word wars in which ideas and questionable facts are slung back and forth by people who don’t hesitate to speak over one another. On the academic front, debate competitors speak a complex, jargony language of rules and acronyms.

Dial Down the Fear Factor

Robert Moore, CAE, chief operating officer at the American Dental Hygienists’ Association, understands concerns that formal debate may seem too divisive for certain boards. However, as a debate tournament judge and collegiate national champion in informative speaking, Moore knows ways to make argumentation feel safer while still enabling robust debate.

  1. Set clear expectations. These include ground rules that reflect attributes important to the association’s culture, such as respecting diverse viewpoints.
  2. Empower the board chair. He or she should keep time, call on questioners, and point to the rules if someone goes out of bounds.
  3. Consider inviting an outside professional to debate an alternative position or serve as provocateur. This allows an association leader or team to argue with a perceived expert, likely diminishing potential “interpersonal awkwardness,” Moore says.
  4. Assign some speakers the view opposite their own. Academic research has found that when students are assigned to argue against their own opinion, more than half change their mind to that new position. Few people switch sides if assigned a position they already held.
  5. Ensure good facilitation. Extreme politeness in associations can hinder open conversation, so even when members vigorously debate in online forums and virtual board groups, they often ratchet down commentary dramatically when face to face. “That’s where good facilitation techniques can help force that board conversation in ways that don’t re-create an adversarial relationship,” says Moore.

The art of argumentation requires superior listening skills, strengthens critical thinking and communication skills, and builds good writing, interpersonal, and presentation skills. On a less personal level, formal argumentation can raise a group’s self-awareness, ensure that all ideas and opinions are considered fairly and thoroughly, and reveal consensus points, as well as the crux of disagreement.

Debate also builds grit, resilience, and deep empathy, since debaters and their audience must understand opposing views alongside their own, according to Jullian Plaza, professor of forensics and debate coach at Colorado College. Debate done well “provides the deeper reasons why you’d want to go with certain plans or ideas,” he says.

“I would hope association boards have considered debate [as a tool] because it creates constructed conflict,” which is “inevitable” in a diverse society striving to be more inclusive, says Plaza. “Not everyone grew up in DC with exposure to different groups, so they have various levels of perspective and comfort, and yet everyone in a workplace is expected to understand people they have no idea about or understanding of. The only way to deal with this well is to depersonalize the conversations. … Effective relationships don’t magically occur.”

But there is a reason why debate is primarily offered in Toastmasters’ “advanced” chapters and with the help of a members-only guide: It takes genuine trust, collaboration, and commitment.

“If you don’t trust that everyone is there on equal footing and debating on the weight of the criteria and outcome goal you’ve all agreed to beforehand, it’s not real debate,” says Plaza, who will train attendees at the 2016 ASAE Great Ideas Conference, March 13–15, about the merits and tactics of debate for vetting ideas.

Toward that end, a lot of “soft work” must be done before an argument because “in a business, you’re a team, not a winner or loser,” he says. “You live or die by how well you work together. What people don’t understand is that … debate is a tool for mutual growth, to solve problems together, in large part because you’ve all already agreed on objective criteria against which to match and judge each argument.”

Better Decision Making

The components of effective debate also have applications for high-performing association boards, according to researchers who conducted a three-year study of how strategic conflict helps boards make better decisions. The study recommends that boards devote 40 percent of their time to “seeking decisions and action items,” some of which “may be contentious” or crisis-oriented.

Mark Engle, FASAE, CAE, principal of Association Management Center, and co-researcher Paul Salipante, Ph.D., of Case Western Reserve University, found that to manage conflict-heavy issues, the best boards often hire third-party consultants to add perspective and information while simultaneously delegating debate and consensus identification to task forces before full-board consideration and further debate.

Engle and Salipante also discovered a difference between association boards and their corporate counterparts in terms of debate: In associations, getting personal can produce better results. “Debating the objective merits of the issue during [association] board meetings leads to lower-quality decision making. But allowing personal elements into deliberations at the board level drives consensus among peers and improves decision quality when members have a personal interest and perceive a fair process in making a decision,” Engle wrote in the January 2012 issue of Associations Now.

This is less surprising when you consider the personal investment and attachment many association board members have to the work those organizations do, noted one association executive.

Clearing the Air

Debate can also be used as an information tool, a way to ensure that board members know all the facts and arguments prior to a separate robust discussion.

In addition, different formats can engage groups of various sizes. For example, many business schools routinely use classroom or campuswide debates not to have winners or losers but to boost learning engagement, recall, and critical thinking in tomorrow’s leaders.

“For debates to be effective, the issues need to be clearly defined and narrowed,” says consultant and frequent interim CEO Douglas Kleine, CAE, who placed third at Ohio’s high school debate championships. “Take one idea or strategy at a time.”

Kleine used a parliamentary debate format to energize critical conversations at the Community Associations Institute’s annual meetings years ago, choosing—like APTA—serious topics but bedecking speakers in wigs and allowing hecklers.

He believes a formal back-and-forth at board meetings “can help air something that’s grumbling around in the dirt. … Debate can bring the issue forward and air it out. Maybe the differences are intractable, but maybe they’re not.”

Is your board capable of using debate strategically? Maybe that’s your next argument.

A New Role for Boards: Idea Hunters

If volunteer leaders and CEOs want to identify new association opportunities, they must become interested, diverse, exercised, and agile “idea hunters,” as Boston College Carroll School of Management Dean Andy Boynton calls them.

“Although most organizations win based on having great ideas, we still focus on cash, customers, and other things, rather than on ideas as a key resource, one that must be intentionally managed to be more innovative and creative,” says Boynton.

Dedicated tools, tactics, and tracking can help. First, though, leaders should forget one common assumption about innovation—that ideas must be original to succeed.

“Originality is overrated and rare,” Boynton says. “The point is to find useful ideas, put them into play, and get going. … Most innovation is about taking old ideas and putting them together in different ways.”

That frees everyone to look everywhere, including at different industries that have undergone similar challenges. As Boynton notes in his book, The Idea Hunter, even organizations with little diversity can upgrade ideas if they tap nontraditional sources and limit exposure to colleagues’ well-trod paths.

Another tactic is to create “a balance sheet of sources” for board members’ usual ideas. “They often find it surprising and alarming that the sheet shows a narrow bandwidth of sources—or ‘weak ties’—for content,” says Boynton, whose keynote opens ASAE’s Great Ideas Conference in March.

Possible responses include recruiting diverse meeting speakers, holding quarterly lunches with nonindustry observers, and broadening reading lists. Boynton recommends an idea exchange on every board agenda, input from young professionals with “different kinds of idea webs,” and a group “diary” that archives conversations and new contacts.

“Most people make their living based on ideas in their head,” Boynton says. “But great ideas aren’t going to find us; we have to find them.”

[This article was originally published in the Associations Now print edition, titled “Idea Hunters.”]

Can Advocacy Save a Board?

At the risk of suggesting that governance is nothing but a minefield of dysfunction, let’s revisit disgruntled board members again.

Last week, I wrote about how one association helped keep its past presidents engaged in the work of the organization. But what if keeping the person in the loop isn’t quite satisfying enough? Worse, what if the former board member’s disgruntled status is vocal and having an impact on the perception of the organization?

You will upgrade your recruitment tools with an added job of advancing your agency’s agenda.

About a month back an article in Nonprofit Quarterly floated an interesting suggestion for how to respond: Step up your advocacy efforts. In response to a question from a reader about a former board member who’d been trash-talking the organization since the end of his tenure, Mark Light puts in a good word for robust vetting of volunteer leaders, but adds that the reader can “deal with the renegade ex-board member by counterbalancing his message through your own robust advocacy effort.”

A focus on advocacy, Light explains, serves as a kind of test of your board member’s enthusiasm for the organization. Your top leaders should be ambassadors for your mission, and if your organization is in any way impacted by regulations or receives grant funding, then it’s natural to expect them to get involved that way. Light even goes so far as to suggest creating a standing committee for advocacy: “In the process of engaging your board to do the good work of advocacy, you will upgrade your recruitment tools with an added job of advancing your agency’s agenda,” he writes. “That, in turn, will mitigate the possible damage of your ex-board member.”

Problem solved. Maybe.

I’m skeptical. Advocacy is unquestionably important for the nonprofits that choose lobby. But lobbying also involves a particular skill set that entails an understanding of public policy; a grasp of the political climate at federal, state, and local levels; a particular enthusiasm for the law; and, more likely than not, fundraising talent. These are good things to have in board members. But they’re also subordinate to the main skill you want in volunteer leadership, which is strategic thinking.

Glenn Tecker, chairman and co-CEO of Tecker International, is unpersuaded that doubling down on lobbying will do much to assuage or counteract the behavior of a disgruntled ex-board member. “There is no evidence that a large organized advocacy committee will quell the protestations of a strongly opinionated vocal Board member whose views do not correspond to the majority of views in the board,” he says.

An advocacy committee might do some good, though, he says, if public-policy issues are top of mind for the organization—so long as such committees are proactive and not reactive. A successful committee, he says, “will identify areas of concern relevant to the membership, identify the specific issues of importance in each arena, determine what the organization would like to have happen to that issue, suggest strategy to accomplish that end and guide the formation of campaigns to achieve the desired outcome. Less sophisticated committees react to proposed legislation and rule and provide informed recommendations to a board of directors about what tack the association should take.”

And if you’re involved in an association where leadership is suddenly plumping for the importance of advocacy, Tecker suggests caution. “In the past executive directors with political ambitions for public office have used a call to advocacy on issues of importance to their own partisan affiliation to make a name for themselves among party powers. This self-serving strategy has almost always placed the association in jeopardy.”

Again, there’s nothing wrong with advocacy in and of itself. And it may very well help an organization to be more mindful of the political environment it occupies. But rare is the association that needs more standing committees. If you’re going to pursue it, pursue it for the genuine advocacy needs of your organization, not to blunt the impact of a few trash-talking loudmouths. Or as a substitute for good orientation of the leaders you have on hand.

What do you do to make advocacy valuable and relevant to your board’s work? Share your experiences in the comments.

Avoiding the Disgruntled Ex-Board Member

anaging volunteer leaders is a little like being a guide for a mountain climb. You begin with a group that arrives with plenty of enthusiasm—committee chairs, new board members—and you make a difficult trek upward. There are mistakes, people exchange short words at times, and raw personalities get exposed. But, thanks to your leadership, you get everybody to the top of the mountain.

At which point you realize you’re not sure how you’re going to get everybody back down.

It can be notoriously difficult to get members to get involved in volunteer service. For one thing, the climb can look like it will take much too long. But it can be equally challenging to find ways to help volunteer leaders end their term and stay engaged with the association.

I’ve never had anybody intervene or say, ‘Why are you doing this? We didn’t do that when I was president.’

That’s an experience Steve R. Smith, CAE, has had at executive director of the American Academy of Hospice and Palliative Medicine. As he explained in the latest issue of Associations Now, he’d received a tart message from a former board member who’d felt neglected after his term was over. Smith was struck by the irony of being head of an association focused on end-of-life care but not doing right by leaders at the end of their tenure. He recalls thinking, “Maybe we need to be a little more intentional with how we transition people at the end of their service.”

Smith’s solution is simple: Keep them in the loop. Every other year he invites AAHPM past presidents to take part in a phone call about the association’s activities, and he sends former board members the same email he delivers to current board members about its activities. This idea might strike fear in the heart of many association CEOs, dreading a reply-all-pocalypse of input from people with no real decisionmaking role. (And let’s not pretend that there aren’t some board members who CEOs are perfectly happy to see ride off into the sunset.) But Smith says the experience has only been positive. “I’ve never had anybody intervene or say, ‘Why are you doing this? We didn’t do that when I was president.’”

That, along with other traditional past-president roles such as heading up nominating committees, can help give a meaningful and positive image to the tail end of volunteer leadership. But it wouldn’t be a bad idea to bring that kind of candor to the beginning of the volunteer experience as well, as everybody begins to arrive at base camp. In a recent interview at Twenty Hats, Fairfax CASA volunteer supervisor MaryAnn Wohlford points out that clarifying what the volunteer experience will be like on the front end better equips leaders to provide support when those volunteers get frustrated or burn out.

After all, many volunteers check out, either literally or mentally, if they feel ill-equipped or unheard: “Some volunteers drop the ball because they think no one is looking — or they think what they are supposed to do is unimportant because no one is asking about it,” she says. And, she adds, when you’ve clarified what the expectations are, it’s easier to start a conversation when you see their engagement has begun to slip.

This process of candor and clarity needn’t be stressful, dutiful, or dull. Recently, Association Headquarters’ Jodi Araujo posted a video of a handful of basic tools to get new board members acclimated to their roles. The brief video (see below) is worth watching, but the lessons are straightforward: know their interests, know how they prefer to be managed, keep them focused on mission, help them forward their agenda.

https://youtube.com/watch?v=IikW0O_h6tM%3Fversion%3D3%26rel%3D1%26showsearch%3D0%26showinfo%3D1%26iv_load_policy%3D1%26fs%3D1%26hl%3Den-US%26autohide%3D2%26wmode%3Dtransparent

As with the beginning of leadership terms, so with their ends. If you’ve done your vetting right, your board members aren’t there just because they want the status of a board seat. So, ending their tenures without taking advantage of their concern for the association’s mission squanders talent. “We recycle [former board members] onto some other board or they go away,” Smith says. “And there are so many other things that people might want to do.”

What have you done to keep volunteers engaged after their tenures have ended, and how do you prepare them for their leadership roles? Share your experiences in the comments.

How Do You Fix a Board Power Struggle?

One lament among association executives might go something like this: “If only [board member] weren’t standing in the way of what we’re trying to accomplish.”

A less common lament, but one also worth attending to: “If only the board-relationship structure we’ve created weren’t supporting unconscious biases that erode board unity.”

The latter statement is a little convoluted, but it speaks to the idea that complaints about the behavior of particular stakeholders may miss the point: The core issue may be the environment that those stakeholders were invited or elected into. That’s one of the themes of “Nonprofit Governance and the Power of Things,” a Nonprofit Quarterly article by Fredrik O. Andersson and Avery Edenfield, scholars at the University of Wisconsin-Milwaukee.

So much of the success of the board-CEO relationship has to do with how discussions are framed.

Andersson and Edenfield’s study covers a lot of ground relating to the things besides the people in the boardroom that influence board dynamics. Some of them are the documents that drive the board’s work. As an example, they discuss the removal of a nonprofit leader from an organization, and how to some degree it was a function of leaders having a different relationship to the documents that shape the organization. New leaders, they write, “did not share the relationship to the texts that the original founders had. For example, the employee handbook was a relatively new document that came about because of tension over expectations of employees. Practices and agreements were inscribed in this handbook, which was then enrolled into the new network through multiple connections and with a variety of rhetorical consequences.”

The academese in that quote doesn’t make my heart sing either. But put more simply, the point is valid: Because how a board leads can often be a matter of interpretation, you can’t assume your guiding policies and practices alone will keep order. Which is where the CEO comes in.

That point was articulated in a similar, more association-specific way at “Executive Committees: Do’s, Don’ts and Damage Controls,” a Learning Lab at last week’s ASAE Annual Meeting & Exposition in Detroit. Opening the session, Glenn Tecker, chairman and co-CEO of Tecker International, said that management of executive committees is an area “where there are no best practices”—it’s up to each individual organization to determine what works. But so much of the success of the board-CEO relationship has to do with how discussions are framed.

Typically a CEO or executive committee may come to the full board with proposals for actions, which is fully within the guidelines that structure decision making. But there is a difference between a proposal for action that is presented as an opportunity for discussion, and one where decision has already been made and the larger board is invited only to rubber-stamp it. A rogue individual pushing an agenda in the former manner can complicate the life of an organization, even if he or she is working within legal bounds.

Tecker presented three scenarios from anonymous associations to show a few of the ways this problem manifests itself: The president-elect who wants to bully through a bylaws change, the president who pursued merger discussions with another association without consulting with the rest of the board, the president who busily engaged in management activities better left to staff. Nightmares all, but all cases where leaders were given a lot of leeway to interpret an association’s goals, without recognizing that interpreting an association’s goals is a fundamentally collaborative act.

One path toward a solution isn’t setting down more policies and rules, but thinking realistically about behavior and talking openly about the behaviors expected out of leaders. The handout for the Annual Meeting session includes a sample list of “board norms,” articulating collective expectations for relationships, conflict-management, communication, meeting preparation, and decisionmaking. The overall sensibility of these norms is such that it could easily be retitled Everything I Needed to Know About Association Governance I Learned in Kindergarten: Contribute ideas, respect differences, don’t interrupt, ask questions, plan ahead, show up on time, let everybody speak.

And yet, how many critical decisions get undone in the board room precisely because those simple norms get forgotten? Following those simple guidelines may not, in itself, make your organization the decisive and forward-thinking organization it wants to be. But it’s worth remembering that not being on the same page leads to the power imbalances that allow for rash decisions that make otherwise responsible board members disengage.

What do you do to establish engagement and avoid power struggles in your board? Share your experiences in the comments.