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Skills and Development
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Understanding Leadership: Relationship Management

Posted By Clore Social Leadership, 22 August 2022
Updated: 19 August 2022

Relationship Management skills are -- you guessed it -- all about managing your relationships with others. These skills can include teamwork and collaboration; conflict management; and influencing and inspiring others. Good relationship management skills are contingent on both self-awareness and social-awareness skills. In other words, one needs the ability to recognise one’s own emotions and the feelings of others in order to effectively manage the relationship in between.


Good working relationships create a great work environment, which impacts all parts of the organisation. Conversely, bad working relationships can contribute to a toxic work environment and negatively affect the organisation’s work. Take a look at the example below to get a better understanding of the importance of relationship management.


Case Study: Soraia

Soraia had recently secured a new management role at a mid-sized charity and had a direct report -- Henry -- for the first time in her career. She had worked hard to become more self aware and spent a lot of time thinking reflectively about her own strengths and weaknesses. However, she never had to ‘manage down’ or learn how to manage such a relationship.


Soraia didn’t worry about this much as she feels she has a strong reflective practice. But soon Henry began submitting subpar work that didn’t match her brief, and seemed disengaged from the organisation as a whole. After consulting with a mentor, Soraia realised that she hadn’t put any effort into managing her working relationship with Henry. She never took the time to get to know him nor explained to him the reasons behind certain decisions. She was also afraid to ask for or provide feedback, which led to a confusing and uncertain work environment for Henry. She has never engaged her direct report, and that’s why he appeared disengaged!


Once she realised this, Soraia put effort into sensing Henry’s moods and feelings about certain projects. She could sense hesitation about certain projects and encouraged questions; eventually, they developed a much friendlier working relationship and Henry felt comfortable enough to express his concerns about his role, their department, and their projects. This gave Soraia the opportunity to explain why things were done in certain ways, and to reflect on his insights.


Developing both self awareness and social awareness is the first step in improving your relationship management skills. Once you’ve done that, you can take your relationship management skills a step further by learning how to: inspire and guide others; initiate change; be an influential leader; learn how to manage conflicts; and practice good teamwork. 


Those behaviours are all rooted in self awareness, social awareness and reflection, but there are some specific skills to add to your personal development arsenal. For example, developing your communication skills can help you ease conflict, inspire others and become more influential. Similarly, learning how to assess context is the first step to initiating and managing change.


Relationship Management is a crucial element of management in the social sector. Our Management Essentials programme covers six of the most relevant skills needed including management at all levels.

Tags:  charitysector  collaboration  influence  management 

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Managing well: Ten barriers to effective management in charities

Posted By Miranda Lewis, 19 July 2022

In delivering management and leadership training for our clients, we come across people grappling with similar issues, irrespective of the organisations they work for.

Here we’ve set out ten of the most common challenges that come up for people in the voluntary sector. Of course, many of these are similar to the management issues in any sector. However, m2's experience suggests, that the challenges can be more acute in the hard-pressed, resource-poor and politicised context in which we all work. We also know that new managers are often not given the training and support to deal with these challenges effectively. This is why when we worked with Clore Social Leadership to develop the Management Essentials programme, these experiences were front of mind.

  1. Insufficient time and capacity dedicated to management: managers are frequently promoted because they are good at their jobs, without the necessary support in place to grow into their new role. In a sector with tight capacity, taking on management responsibility can be the only route to promotion but there is often little acknowledgement of the challenges in holding a delivery and management role.
  2. Discomfort with power dynamics: understanding, naming and discussing the power dynamics inherent in a management structure is often particularly difficult in a sector where there can be a discomfort about wielding power. This can be even more apparent in non-hierarchical organisations, where a deliberate lack of formal structure does not always equate to an absence of the interplay between authority and autonomy. These dynamics can make it more challenging for managers to feel comfortable questioning performance or offering advice.
  3. Decision-making: making decisions can also be impacted by this lack of clarity over power and who holds it, leading to over-consultation and under-engagement. For managers, not being clear as to which decisions they are empowered to make - and how - can be a significant source of stress. At the same time, team members can feel very frustrated by a vacuum created by indecision and procrastination.
  4. Balancing empathy and effectiveness: how to manage individual needs and the opportunity for flexibility whilst at the same time delivering an effective service is an ongoing challenge for many managers. It is one that has been particularly highlighted during the Covid-19 pandemic where personal circumstances became (literally) visible and have required additional support from managers. We have heard many managers and leaders talking about how they have taken on more work themselves during this period rather than place yet more pressure on staff. This may be a particularly acute issue in the voluntary sector where staff are deeply aware of the impact of reducing services upon the people they work with and for.
  5. Lack of consistency: finding ways of ensuring that difference is respected whilst equality is ensured can feel challenging to managers. Holding the balance between individual, team and task is not always easy - and made harder where there are any historic inconsistencies between teams or departments. 
  6. Differing communication styles: organisational cultures can inadvertently prize particular communication styles over others without this being made explicit. This can prevent people with a different style from effectively contributing their ideas and energy, particularly in team or organization-wide meetings
  7. Organisational values in conflict with practice: challenge, disagreement and discussion are a necessary part of a sector grappling with systemic issues. This can, however, lead to situations where the values espoused are not put into practice, or as the recent controversies over racism, sexism and bullying in the sector have revealed, are in direct conflict with the reality staff are experiencing day-to-day. There can be a deep sense of betrayal for staff caught up in this - and stress for managers supporting them through this.
  8. Giving constructive feedback: giving feedback that enables people to develop and grow, without knocking their confidence, is an issue that arises in every training session we run. There can be particular anxiety attached to giving feedback around issues perceived to be about behaviour rather than performance, as this can feel so personal. Using organisational values as a means to open these conversations up can be a valuable tool – many organisations however (particularly smaller ones) have not necessarily had the capacity to formally set out their values, or as set out above, values are not widely put into practice.
  9. Lack of support for ‘middle managers’: particularly where values and practice are not aligned, middle managers can feel trapped and unprotected - caught between supporting their teams, and defending organisational approaches they may not agree with. Finding ways to manage upwards effectively is a key skill, but not one that is often nurtured.
  10. Lack of space and time for reflection: the pressures to deliver, and awareness of need, can make finding time to pause feel impossible for managers. Again, the pandemic has exacerbated this with the resulting lack of in-between spaces - time spent walking between meetings, travelling between client visits or commuting. This has made the opportunity to think about practice, self-awareness and strategy - rather than delivery - even more scarce.

Miranda Lewis is a Director and Partner of m2 consultants (www.m2consultants.uk) who deliver the Management Essentials Programme on behalf of Clore Social Leadership.

Tags:  management  skills  tips 

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How can leaders and managers prevent the collapse of charities?

Posted By Clore Social Leadership, 23 October 2017
Updated: 23 October 2020
Don Macdonald, a trainer, trustee and former charity CEO, is writing a series of New to Management blogs for us. His new book, Twenty First Century Skills for Nonprofit Managers, published by BEP, is available to buy now.

As charity leaders and managers, we have all received rejection letters or emails from funding agencies or trusts, some of which in turn threatened the future of our organisations. The first duty of a charity is to survive, and according to management consultant Peter Drucker, management is obviously instrumental in leading the organisation through difficult times and ensuring survival.

There are recent lessons from the private sector about this. Provident Financial radically changed its business model, switching over sales staff and customers to Internet use, and changing from local part-time staff to full-timers. Debts rose and profits fell drastically because traditional customers were averse to this approach. The shares crashed out of the FTSE 100 and the CEO had to leave.

Why do charities collapse?

There are numerous reasons why charities collapse or close down, some of which overlap.

  • The need which they were set up to overcome no longer exists, or never really existed in the first place;
  • The need still exists but the funding disappears e.g. training charities after the introduction of the UK Work Programme;
  • The business model is all wrong;
  • Malpractice or mismanagement.


One of the most destructive cases is when a founding CEO directs the organisation on the wrong track. An example was Novas Scarman, founded in 1998 as a care and homeless charity, which crashed from a 2008 turnover of £21 million to closure in 2012, with redundancy for 300 staff.

However this also happens to long-established organisations. The English YWCA, set up in 1855, has virtually disappeared, yet the YW pioneered really interesting youth work in the 1950/60s, including outreach work with young women and men. The YW also provided 4,000 beds for young woman, centrally managed in 1996. After this, the YW was hit with a huge demand to install essential fire precautions in its hostels; it had not saved sufficient funds for these, so they sold all their hostels and carried on with youth work, rebranding as Platform 51 in 2010. Two years later, as Civil Society reported, ‘Platform 51’s spending ... (had) outstripped its income by more than £1m each year since 2008.’ So in 2014, it transferred its remaining youth work to another charity and became a small research and lobbying organisation.

Yet if you take the right action at the right time, it is possible to rescue an organisation from severe deficits. The UK Outward Bound Trust had a deficit of £3 million on a turnover of £8/9 million in the 1990s and was ‘close to insolvency’ according to its current director. It was turned round by an interim CEO, who had run the Duke of Edinburgh Awards, through a process of restructuring and offering shorter courses.

Do’s and Don’ts

So what should a manager or leader do to prevent such issues?

  • Show leadership, be resilient, don’t panic and seek help and advice;
  • Always keep on top of the finances;
  • Think long-term, stay well-informed to predict trends, and produce a realistic work plan which should be regularly updated to look ahead for at least three years;
  • Do not put all your eggs in one funding basket - diversify so that if one fund winds up, you have other options;
  • Do keep evolving, but change a winning formula gradually - not so radically that success is destroyed;
  • Carry out a regular risk analysis and save for emergencies.

Please share your views and comments below, or join the conversation on Twitter.

Tags:  funding  management  skills  tips 

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How do you manage evaluation properly?

Posted By Clore Social Leadership, 30 August 2017
Updated: 23 October 2020
Don Macdonald, a trainer, trustee and former charity CEO, is writing a series of New to Management blogs for us in anticipation of his new book, Twenty First Century Skills for Non Profit Managers, being published by BEP in November.

Impact evaluation is now essential in our sector, with increasing numbers of funders requiring evaluation results and systems as part of their bidding process. If you manage a small charity where you are responsible for organising evaluation yourself or commissioning a consultant, you must put effective systems into place. Even if you have not studied social policy, it is still possible to organise something worthwhile.

To evaluate properly you need to know your targets and objectives. Of course, with some contracts from statutory agencies, targets are defined for you. With trust funders, you may be asked to define your own targets, therefore any that you propose must be both realistic, so that you can achieve them, and challenging, so that the trust will approve them (more about target-setting in an upcoming blog).

You must then make sure you have the right systems in place for collecting data on your participants, activities and results (See below). Unless your organisation is tiny, you will almost certainly need a computer programme to record and analyse any data collected, either a spread sheet or a Customer Relationship Manager (CRM) database and there are even some free ones available.

If you have collected it properly in the first place, this data can always be evaluated in more depth at a later time. Make sure you get participants’ agreement to collect data and follow any other legal requirements, as new ones arrive with GDPR. Don’t collect irrelevant data, and any data collected must be measurable and objective, using phrases such as ‘distance travelled’ is too woolly. You need to measure:

  • Numbers and profile of users (ethnic origin, gender, age, residence, background regarding service provided e.g. employment status for job-finding projects)
  • Inputs, against targets, namely actual services provided to different clients (e.g. reaching the right client group, courses and support provided)
  • Outputs against targets (e.g. starting work, qualifications)
  • Outcomes against targets (e.g. staying in work, changes in behaviour)
  • Feedback and self-assessment from clients and stakeholders and partner agencies

 

Another way to ensure that monitoring and evaluation are soundly based is to use a framework known as the Theory of Change (TOC). Developed by the Aspen Institute, it defines long-term goals such as the actual changes that are desired, and works backwards to identify critical success factors that are necessary to achieve the long-term goal. The table below shows a TOC mapping exercise, outlining the various outcomes, outputs and activities necessary to achieve long-term outputs.


Theory of Change showing the mapping of a reduction in offending project


Activities

Action planning, information & advice, one-to-one counselling, positive change course & skills training for 100 offenders & ex-offenders from one region

Inputs

Programme attended by 90% of participants for 75% of sessions

Outputs

75% of participants complete positive change course & also achieve a skills qualification

Outcomes at end of programme

75% of completers progress into work, further education or self-employment, with a reduction in reported offending

Long-term wider impact

Lower levels of offending, greater levels of employment, better health and well-being in the community

 

It is important that staff, volunteers and beneficiaries are consulted in development of evaluation systems to bring a wide range of ideas crucial for the success of the project. If you can organise a thorough evaluation, it is also useful for publicising your organisation’s work and effectiveness.


Please share your comments about this blog below, or join the conversation on Twitter.

Tags:  charitysector  evaluation  funding  future  management  tips 

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Let go of Clark Kent and be Superman in the office instead

Posted By Clore Social Leadership, 09 May 2017
Updated: 22 October 2020
I was full of energy: I was careless, content, excited, and enthusiastic. Then I was born. From that moment on I began to be shaped and moulded in to what other people wanted me to be.

This might sound dramatic, but take a minute to think about it. As a child, were you ever so angry or upset that all you wanted to do was scream and shout? Did you then learn that this wasn’t appropriate? Why wasn’t it appropriate? Were you told to sit still in restaurants when every atom of your being wanted to run around and play? As we grow older, we start to behave as other people want us to, we listen more to the external cues than what our bodies are telling us on the inside.

When I first entered the workplace, little had changed in this regard. I was still listening to what the outside world was expecting of me. I put on the suit and tie, wore smart shoes, gradually (though unintentionally) diluted my regional accent, and generally behaved as I thought an office-based 9-5 working man should behave.

It didn’t matter that the shoes were uncomfortable and that I couldn’t afford the suits on a junior officer’s wage, I did what I thought the outside world was telling me to do and it paid off. I was rewarded for my efforts, and before I knew it I had landed a management role and now the outside world had something different to say.

'You’re a manager now; time for a nicer suit to match the bigger shoes. Maybe don’t go to the pub for Friday drinks – none of the other managers do.'

I continued listening to this voice and behaving in ways that I felt I was expected to. I wasn’t curious as to why I needed a different suit or why I needed a team to be in the office and at their desks, and I didn’t have the courage to challenge the norm.

I began to feel like Clark Kent. At work I donned the suit and played the role of friendly and productive colleague, but I had a secret – outside of work I laughed and I played. OK I didn’t wear a cape and fight the forces of evil, but I was somebody different to the person I was in the office.

In my early career the effects of this were magnified as I was hiding my identity as a gay man from my colleagues. On a Monday morning when colleagues were discussing their weekend I’d carefully refer to my partner and make a point of knowing the straight bars and clubs that I might have frequented. I wasn’t ready to share my tales of podium dancing at the Le Grand Fromage night in the local gay club.

But should I have? I’m not suggesting that people who identify as LGBTI should come out at work if they’re not ready to. What I am suggesting is that we’d all benefit, as would our organisations, if we brought even a bit more of our true selves in to our places of work. My experience is that it’s tiring hiding. Hiding wastes energy that could be far better spent advancing our cause, and it impacts on our relationships with colleagues.

Trust is instinctual and people have a sense if we’re holding something back. If people are unable to trust us to be honest about who we are, how can they to trust us to lead them? When you head into the office tomorrow, try taking a little bit of yourself in with you – the same you that enjoys life outside of work, and notice if your day is any different.

This blog is part three of a series of blogs Mark wrote as part of his 2016 Clore Social Fellowship Programme. It was originally published on Third Force News.

Mark Kelvin is Programme Director at the Health and Social Care Alliance Scotland.

Tags:  change  culture  future  management  politics  socialsector  team  wellbeing 

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