Bridging the Gap: Integrating Communications and Fundraising Workshop

25 May,2011

CharityComms is the professional membership body for charity communicators. We believe charity communications are integral to each charity’s work for a better world.

W: www.charitycomms.org.uk T: 0207 426 8877

Communications and Fundraising; an Odd Couple or the Perfect

Relationship?

Understanding integration from a practical and psychological

perspective

Murray Lindo – Spencer du Bois, murray@spencerdubois.co.uk

Christina McGill – Habinteg, cmcgill@habinteg.org.uk

Let’s do a bit of integration…

• Who are we?

• Who are you?

Overview of the session

We will look at

• benefits of integration

• barriers and opportunities to integrate

• What is happening from a psychological perspective

• What you can do to improve integration

Fundraising and communications - our observations

‘they think we are trying to control what they are trying to do, they don’t really recognise the value of brand in fundraising’

Communications and fundraising – Fundamentally linked and used to enhance each other?

Dysfunctional relationship?

Time for some new thinking

Time for new thinking – why?

1. Better results

2. Better use of resources

3. Maximising the outcomes for our beneficiaries

4. It’s more fulfilling!

Quick observations on conflict

Good stuff

• Innovation – new ideas; processes and approaches

• Avoids groupthink

• Can raise the questions people have been afraid to ask

Integration – secrets of success?

Secrets of success?

• Meet at the very beginning of the process

• Create a small but perfectly formed project teams are best

• Be enthused and clear about roles and responsibilities

• Create the ideas together

• Have very clear plans and deadlines

• Enjoy it...!

Use the Appreciative Inquiry tool to help improve integration

• Strength based problem solving model

• Traced back to the 6th century BC

• Think of an example/project when you have integrated well

• Write down 3 factors that made it work; the conditions for success

So what’s getting in the way of integration?

1. Strategic

2. Brand

3. Leadership

4. Cultural

5. Inter-team

6. Individual

Barriers can exist at many levels but so can opportunities:

But first an exercise

Practical exercise

• Developing team self-awareness

‘Trading Places’ instructions

1. What do you think the team that you are failing to work well with think about you?

2. What do you want them to think?

3. What will you need to do to get them to think of you in this way?

- This is done with the other team who will reflect on what you have discussed and then will do the same exercise on themselves on which you will comment

- This process begins to address some of the elements that are causing friction or acting as barriers to collaborative working

‘Today we’re looking through the Johari Window’ - a self and team awareness tool

So what’s getting in the way of integration?

1. Strategic

2. Brand

3. Leadership

4. Cultural

5. Inter-team

6. Individual

Barriers can exist at many levels but so can opportunities:

1. Strategic

finding the areas to develop jointly

2. Brand

3. Leadership (or lack of…)

Don’t mimic bad behaviour

Play big not small

You’re already a leader

4. Culture

Move from silos to a philosophy of ‘one team one target’

24

What do charity employees really want?

• To be able to affect change

• To make a difference

• To see progress

Focus on what unites not divides - you are all in this together…

5. Inter-team

5. Inter-team

Psychological tip

Avoid ‘in-group’ and ‘out-group’ behaviour.

It is generally unproductive

It is the Lowest Common Denominator of team building

Social Identity Theory

6. Individual

The role of personality tests in integration

Back to the Johari Window

6. Individual

6. Individual

Which Simpsons character are you aligned with?

ESTP - The Persuader - Bart

Strengths

They love action and always seem to be doing something. Clear-headed when dealing with emergencies. Enjoy lavishing loved ones with big gifts. good to have on your side, corporate suit

Weaknesses

Get bored easily. Enjoys lavishing loved ones with big gifts

6. Individual

ESFP - The Entertainer - Homer

Strengths

Generous & will go out of their way to help a colleagues. Live for the moment & know how to make the most of each moment.

Weakness

Can take conflict personally. Resist relationships that require them to function on a high intuitive or thinking level

6. Individual

ENTP - The Originator – Ken Brockman

Strengths

Laid back and can get along with almost all other types of people. Enjoy discussing & debating theories and concepts that interests them.

WeaknessesCan initiate arguments because they enjoy the debate.

6. Individual

ISTP - The Craftsman – Slideshow Bob

Strengths

Usually self-confident, are not threatened by conflict or criticism

Weaknesses

They thrive on action and excitement, and may stir things up to create it

Why change feels exhausting

6. Individual

Why change feels exhausting!

6. Individual

Why change feels exhausting!

6. Individual

Over to you - becoming ambassadors for integration

In summary...

• It’s worth the effort – your beneficiaries deserve it

• Team integration starts at home – ‘know thy self know thy enemy’

• Keep at it – it won’t seem new or be exhausting forever

• Find a quick win and celebrate it, others will want to join in!

• Remember the psychology, don’t judge at a surface level it’s understanding what’s really going on that will help you

• You are now ambassadors for change we’re relying on you!

Be the change you wish to see in the world

Thank you

References & Resources:

1. Appreciative Inquiry – problem solving technique

2. Trading places game

3. Johari Window tool

4. Social Identity theory

5. Change by Conversation theory

6. Myers Briggs - Simpsons personality test

7. Short term memory v’s long term and impact on change

Myers-Briggs Type Indicator

What the MBTI is:

•Measure of our dominant preferences for taking in information and making decisions

•May not be polarised clearly between scales•So, you can be “a little of both”•No profile is better or worse than another•Helps explain our working style preferences•Based on the theory of Carl Jung

What the MBTI isn’t:•A measure of abilities – it’s not a test•No right or wrong answers•Tool is an ‘indicator’ – you can agree or disagree

The Scales

Extraversion (E) Introversion (I)Sensing (S) Intuition (N)Thinking (T) Feeling (F)Judging (J) Perceiving (P)

Take the Test

You have to select one letter from each of 4 pairs of opposing personality type indicators

This will result in a 4 letter code

The code will be cross matched to one of 16 Simpsons characters with whom your personality is most closely aligned

The first pair – Direction of your Energy Force

You prefer to direct your energy to deal with

people, things, situations.

You prefer to direct your energy to study ideas,

information, explanations or beliefs.

IE or

The second pair – Information Processing

You prefer to deal with facts, what you know, to have clarity, a realist in the here & now – for you the force is a tool - a fission screwdriver

You prefer to deal with ideas, look into the unknown, to generate new possibilities or to anticipate what isn't obvious, you seek the nature of the force

NS or

The third pair – Making Decisions

You prefer to decide on the basis of logic, using an analytic and detached approach.

You prefer to decide using values and/or personal beliefs, letting

FT or

The fourth pair – Organizing your Life

You prefer your life to be planned in a stable and organised way

You prefer to go with the flow, to maintain flexibility and respond to events

PJ or

You Should have a 4 letter code e.g. ENTP - Find your Simpson character in the next 4 slides

Type ESTJ

Chief Wigam

ESFJ

Ned Flanders

ISTJ

Principal Skinner

ISFJ

Marge Simpson

Character

Strength Enthusiastic people who are driven to fulfil their obligations and duties. They are committed to relationships which they consider to be lifelong & unalterable – Good in a tight spot

Warm hearted individuals who highly value their relationships. Customer focused with the ability to bring out the best of people.

Honour their commitments, Able to take constructive criticism well

Warm, friendly and affirming by nature, Excellent organizational capabilities

Weakness Tendency to always needing to be in charge and maybe controlling of friends & colleagues.

Can be self-sacrificing and may not pay enough attention to their own needs

Tendency to believe that they're always right, Their value for structure may seem rigid to others

Extreme dislike of conflict and criticism, , Unlikely to express their needs, which may cause pent-up frustrations

Click for more Info

ESTJ - Overseer ESFJ - Supporter ISTJ - Examiner ISFJ - Defender

Protectors (SJ)

Type ESTP

Bart

ESFP

Homer

ISTP

Sideshow Bob

ISFP

Smithers

Character

Strength They love action and always seem to be doing something. Clear-headed when dealing with emergencies. Enjoy lavishing loved ones with big gifts. good to have on your side, corporate suit

Generous & will go out of their way to help a colleagues. Live for the moment & know how to make the most of each moment.

Usually self-confident, are not threatened by conflict or criticism

Flexible and laid-back, usually willing to defer to their mates, Warm, friendly and affirming by nature

Weakness Get bored easily. Enjoys lavishing loved ones with big gifts

Can take conflict personally. Resist relationships that require them to function on a high intuitive or thinking level

They thrive on action and excitement, and may stir things up to create it

Extreme dislike of conflict and criticism, Tendency to hold back their thoughts and feelings, unless drawn out

Click for more Info

ESTP - The Persuader ESFP - The Entertainer ISTP - The Craftsman ISFP - The Artist

Creators (SP)

Type ENTJ

Krusty the Clown

ENTP

Kent Brockman

INTJ

Mr Burns

INTP

Prof Frink

Character

Strength Enjoys lively intellectual conversations - welcoming such interactions as a learning opportunity

Laid back and can get along with almost all other types of people. Enjoy dicussing & debating theories and concepts that interests them.

Not threatened by conflict or criticism, Able to leave relationships which should be ended,

Approach things which interest them very enthusiastically, Richly imaginative and creative ,

Weakness Can be direct & confrontational

Can initiate arguments because they enjoy the debate.

May be insensitive at times,Tendency to be unwilling or unable to accept blame

Tend to be suspicious and distrusting of others, Tend to "blow off" conflict situations by ignoring them, or else they "blow up" in heated anger

Click for more Info

ENTJ - The Chief ENTP - The Originator INTJ - The Strategist INTP - The Engineer

Intellectuals (NT)

Type ENFJ

Apu

ENFP

Barney Grumble

INFJ

Lisa Simpson

INFP

Ralph Wigam

Character

Strength Warm sociable people who are keenly in tune with other’s feeling & perspectives

See the best in people and likely to bring out the best in people. Put a lot of effort into making thing work out between people

Have very high expectations for themselves and others (both a strength and weakness) , Sensitive and concerned for others' feelings

Have Driven to meet other's needs, Strive for "win-win" situations

Weakness Well defined value systems can make them inflexible in some areas

Lack confidence in their own judgement

Extreme dislike of conflict and criticism

May tend to be shy and reserved , Perfectionist tendencies may cause them to not give themselves enough credit

Click for more Info

ENFJ - The Mentor ENFP - The Advocate INFJ - The Confidant INFP - The Dreamer

Visionaries (NF)

UK PopulationUK Population

ISTJISTJ

13.7%13.7%

ISFJISFJ

12.7%12.7%

INFJINFJ

1.7%1.7%

INTJINTJ

1.4%1.4%

ISTPISTP

6.4%6.4%

ISFPISFP

6.1%6.1%

INFPINFP

3.2%3.2%

INTPINTP

2.4%2.4%

ESTPESTP

5.8%5.8%

ESFPESFP

8.7%8.7%

ENFPENFP

6.3%6.3%

ENTPENTP

2.8%2.8%

ESTJESTJ

10.4%10.4%

ESFJESFJ

12.6%12.6%

ENFJENFJ

2.8%2.8%

ENTJENTJ

2.9%2.9%

More info

• You can complete more comprehensive Myer Briggs test online Click here.

http://www.mypersonality.info/personality-types/

• Consider what type your clients may be. There are useful tips on how to deal with the different types.

• Other Linkshttp://www.famoustype.com/index.htmhttp://www.myersbriggs.org/http://www.personalitypage.com/home.html

Bridging the Gap: Integrating Communications and Fundraising Workshop

25 May,2011

CharityComms is the professional membership body for charity communicators. We believe charity communications are integral to each charity’s work for a better world.

W: www.charitycomms.org.uk T: 0207 426 8877