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May 2011 Issue

Honouring the Past
History speaks to us of our journey, the high points, the low points, the times of transtion, funding milestones and so on.

For those who have been with an organization for a long time as well as those new to the agency it can be really helpful to do a histogram.

Histograms are exploratory tools typically used for the graphical display of data or in other words pictures of data.

Some of the work I have done lately has involved creating variations of the typical hisotgram that highlight key historical turning points or milestones in an organization's life.



These histograms will vary from client to client but they tend to unfold in a number of streams:
  • The changing mindset of the organization
  • Key elements of a changing environment
  • Service or programmatic milestones
  • Major resource changes

The histogram reveals connections between what the organization was thinking about and struggling with conceptually and the evolution of services,  the emergence of partnerships where none existed before, and the appearance of new funders or increases from current ones. 

We see mindset changes that go on around the organization - for example, a change in government policy which a year or two later results in either increased or decreased funding: depends upon the context. 

Histograms are excellent tools to help foster conversations across all levels of the organization. They work well to help newer staff truly understand that the significance of their organization's history is not to be found through a series of dates and associated blurbs that we typically find in a PowerPoint presentation.

Rather the meaning of history is gleaned through the conversations that ensue because of the histogram's display of key milestones and elements of the past. In doing so, not only do people develop a true understanding of their organization over time, but they are provided with the opportunity to celebrate the past while anticipating the future.
 




Culture as Strategy

No doubt you have heard the expression "culture eats strategy for breakfast" or something similar. And basically it's true. You can have the best, well crafted strategy but it will only be effective if the culture of the organization can and will support its implementation.

Culture is not usually identified as something we explicitly craft strategy about. We do that indirectly because any strategy that is about change will challenge the beliefs, norms, and relationships in an organization.  Cultural change in those instances is more a byproduct of strategy than an intentional effort to change who we are, what we believe, or what we stand for.



There are at least two types of cultural strategies to consider. One is all about undertaking deliberate actions to achieve a new or enhanced norm in the organization. The other type is about digging deep to understand the key cultural enablers of the organization and taking explicit actions to preserve, enhance or expand on them.

What are cultural enablers? They are a blend of values, beliefs, and actions so fundamental to the identify of the organization they manifest naturally. They make up the atmosphere the organization breathes.  

One of my clients identified its multi-disciplinary approach as one of its key cultural enablers. Its emergence as a "way of being" was actually tracked through the histogram approach mentioned earlier.
Through conversation we could see when and where and how the organizations's multi-disciplinary approach surfaced first as a challenge, then a proto-typed approach, and then over time became engrained in the organization's DNA. 

Strategies often change because of environmental shifts, a funder's change of mind, or a change in government. An organization's culture is less vulnerable to such shifts; however, in turbulent times understanding our cultural enablers will help to hold us steadfast to who we are and what we stand for, despite strategies that come and go.


Please visit
www.markholmgren.com 
and our BLOG.


 

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OF INTEREST
 
THE BALANCED SCORECARD
The Balanced Scorecard focuses on identifying global measures in four quadrants of organizational activity, which are used to assess past performance, monitor current performance, and the extent to which current performance optimally positions an organization for future success. READ MORE

THE NONPROFIT SECTOR
AND BIG CHANGE TRENDS

I gave this presentation at the Board Leadership 2011, Making Time Count! conference in Edmonton on March 19, 2011. Here are the slides of the presentation. Please feel free to use them as you see fit.

2011 Communities Collaborating Institute: Leadership That Transforms Communities
Peter Block, Brenda Zimmerman & more!
Location: Calgary, AB
Date: October 3-7, 2011
Details: The Communities Collaborating Institute (CCI), Tamarack’s signature, week-long learning event, provides a unique opportunity to join a dynamic learning community of practitioners from across Canada and beyond who are committed to deepening their capacity to lead community collaborations. MORE INFO

From Social Edge:
THE PROBLEM WITH SROI

Few terms evoke such a passionate response in the impact management field as “social return on investment” or “SROI.” It’s not so much the idea itself that sparks debate, but the varying interpretations of how the term should be translated into practice. Perhaps in part the tension comes from conflating the generic concept of social return with conventional (financial) ROI or with methodologies like “Social Return on Investment Analysis.” But one thing is certain: everybody has their own intepretation of what SROI means. READ MORE


WICKED QUESTION OF THE MONTH
Can we be intentional about transformation?
The word, "transformation," means in effect creating a “new form” or a “new structure”.  Do we think we can actually identify that future new form and then embark on a change process to create it or achieve it? If we think in our current state we can actually identify the “change state” of our future, how do we know our current mindset is not blocking our ability to embrace the possibilities of tomorrow, the opportunities of the unknown?

Maybe transformation should not be named. Maybe it is the result of new thinking, new actions, prototyping ideas, risking audacious innovations, and of joining together to rewire how we see and feel and care.
 

IS SROI JUST ANOTHER BANDWAGON?
republished from my blog

So, this SROI thing. I like the the term, “social return.” I like like other similar terms like “social innovation” and social entrepreneurship.” I am a little less excited about the ”on investment” part of SROI. A couple of reasons. First, the word, “investment” is so entwined with money, sounds so corporate, and makes me think of things like the abysmal GIC rates or how the stock market is doing. The use of the word doesn’t, on its own, persuade me to believe we are talking about “social value” as the predominant pursuit of the work we do.



Of course I understand why the word is used. So do you. But as I perused the SROI guide I did see the interest in social value, but in the end it seemed to me – and maybe I am just missing the point – that stating the financial value of the social value is key to SROI. And you know what? Maybe it is and should be. I guess that is the debate I am having with myself.

READ THE ENTIRE POSTING HERE

RECENT/CURRENT WORK
Been doing some very exciting work of late for Partners for Kids (strategy building), the design of an action learning initiative for Head Start -- both of these with my colleague Mark Cabaj. 

Recently did a strategy retreat for The Family Centre, co-designed and facilitated it with Calgary consultant Larry Hulsmans. Turning back now to the strategic communications work with this agency.

Getting to crunch time now on the United Way's community investment strategy and the finalization of work with the Inner City Youth Housing Project. The NPVS Table recontracted with me to provide some support services for the next several months during their transition period.

Continuing to work with MacEwan University in the Non-Profit Executive Leadership program, helping to recruit instructors and coordinate curriculum reviews/adjustments.


MHC Services

Mark Holmgren offers a range of services to non profit organizations, including strategy sessions, change explorations, retreat facilitation, strategic communications, studies, trends research and analysis, and more.  

Mark also works with other consultants and freelancers when necessary to leverage additional perspectives and skills. Recent collaborations include work with Mark Cabaj (Edmonton), Larry Hulsmans (Calgary), and Brent MacKinnon (Toronto).









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Mark Holmgren Consulting · 9825 76 Street NW · Edmonton, Alberta T6A3A1
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