Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources...

22
Creating a Culture of Leadership Development & Organizational Sustainability Tom La Salvia July 21,2015 2015 Summer Leadership Institute

Transcript of Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources...

Page 1: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

Creating a Culture of Leadership Development & Organizational

Sustainability

Tom La Salvia

July 21,2015

2015 Summer Leadership Institute

Page 2: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

LEARNING OBJECTIVES

• Learn a framework to assess the sustainability of your organization

• Learn skills and tools to assess readiness for organizational personnel transitions

• Identify core components of leadership development for you organization

• What does success look like for you?

2

Page 3: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

WHY DO THIS WORK?

3

Page 4: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

CORE ELEMENTS OF SUSTAINABILITY:

ADAPTABILITY

Flexible in a dynamic environment

RESILIENCY

Bounces back quickly from setbacks

4

• Future focused, results-oriented, and action-based

• Organization’s value and impact is widely understood

Page 5: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

COMING TO TERMS WITH CHANGE

5

TRANSITION

Page 6: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

FOUR ELEMENTS OF

ORGANIZATIONAL SUSTAINABILITY

6

Business Model & Strategy

Leadership Resources

Culture

Page 7: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

FOUR ELEMENTS OF

ORGANIZATIONAL SUSTAINABILITY

7

BUSINESS MODEL &

STRATEGY

MODEL:

•How the organization creates

quality SERVICES, NEEDED

by constituents, VALUED by

donors

•The ‘why’ and ‘what’

•Has 5-7 years life

STRATEGY:

•A coordinated set of

ACTIONS aimed at

sustaining mission impact

and market position

•Board, staff, funders are

ALIGNED

Page 8: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

FOUR ELEMENTS OF

ORGANIZATIONAL SUSTAINABILITY

8

BOARD:

•High value ASSET to the

organization

•Adequately a) shapes

direction b) ensures executive

leadership and resources c)

monitors executive and board

performance

•Succession plans in place

•Diversity with cultural and

intergenerational competence

EXECUTIVE:

•Staff, resources, and

relationships to meet current

and future needs

Page 9: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

FOUR ELEMENTS OF

ORGANIZATIONAL SUSTAINABILITY

9

•Cash reserve: Sufficient financial resources to meet short to midterm commitments (3 to 12 months)

•Revenue streams are properly diverse and have longevity (2 years)

•Favorable trends: revenue, expense and margins

•Proactive resource development strategy in place

• ‘With what resources’

Page 10: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

FOUR ELEMENTS OF

ORGANIZATIONAL SUSTAINABILITY

10

“Culture eats strategy

for breakfast”

- Peter Drucker

Page 11: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

DISCUSSION & CLARIFICATIONS

11

Page 12: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

IS YOUR ORGANIZATION SUSTAINABLE?

12

Business Model & Strategy

Leadership Resources

Culture

Page 13: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

13

The

Sustainability

Mini

Assessment:

Exercise and

Discussion

Page 14: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

LEADERSHIP DEVELOPMENT:

AN ONGOING PROCESS

14

Understand Key Functions &

Relationships Designate

Backup Coverage

Cross-Train Backups

Develop Procedures &

Protocols Document

Succession Plan & Policy

Prioritize Capacity Building

Communicate the Plan

Refresh Annually

Page 15: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

Worksheets: Key Functions, designees, and cross-training

1

5

Identify first and second backup designees

Page 16: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

WORKSHEETS:

RELATIONSHIP MANAGEMENT

16

Page 17: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

TOOL: “UNPACKING THE JOB”

17

Page 18: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

DISCUSSION & CLARIFICATIONS

18

Page 19: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

PUTTING IT ALL TOGETHER:

SUSTAINABILITY – SUCCESSION – TRANSITION

19

Culture

Sustainability Assessment &

Planning

- Surveys

- Line of Business

Succession Essentials

•Backup Plans

• Succession Policy

Action Plan

Implementation

•Executive Leader Development

•Board Development

• Strengthen Business Model

• Sharpen Strategy

•Change Culture

Executive

Transition

Management

Page 20: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

RESOURCES

• Annie E. Casey Foundation Monograph Series – Building Leaderful Organizations

– Ready to Lead? Next Generation Leaders Speak Out

– Capturing the Power of Leadership Change

– Founder Transitions: Creating Good Endings and New Beginnings

– Interim Executives: The Power in the Middle

– Up Next: Generation Change and Leadership of Nonprofit Organizations

– Stepping Up, Staying Engaged (Boards During Transitions)

• Available online at: – www.TransitionGuides.com/resources/monographs.htm

20

Page 21: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

DISCUSSION & CLARIFICATIONS

21

Page 22: Creating a Culture of Leadership Development ... · of your organization ... Leadership Resources Culture . FOUR ELEMENTS OF ORGANIZATIONAL SUSTAINABILITY 7 BUSINESS MODEL & STRATEGY

THANK YOU!

Tom La Salvia Senior Consultant

[email protected]

Mobile: 617-875-1168