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Posted By Clore Social Leadership,
12 December 2017
Updated: 07 December 2020
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Lynne Berry, OBE, is Chair of Breast Cancer Now and becomes Chair of Sustrans in January 2018. She is Vice Chair of Cumberland Lodge, a trustee of UnLtd and was until recently deputy chair of the Canal and River Trust (formerly British Waterways) and a trustee of Pro Bono Economics. She is a visiting Professor at Cass Business School, City, University of London.
Who would have thought a musical about charity governance would pack in the crowds at London’s Donmar theatre? The play about Committee Proceedings in Parliament concerning Kids Company did. I even spotted the board of the Association of Chairs there, on their summer outing. Governance is a hot topic.
So too is leadership, and whilst (nearly) everyone knows that trustees are responsible for governance, their role in leadership is less clear. It ought to be obvious: after all they are the people who are legally responsible for the charity and, in smaller organisations, the ones who run them and do all the work.
However, what about where there are paid staff? Do trustees still have a leadership role? Are they still leaders when there is an expert CEO and a skilled senior executive team, employed for their capacity to inspire and to make things happen?
It used to seem so easy: the CEO ran the organisation and the Chair ran the board. However, with a renewed focus on governance and accountability the relationship between the leaders of an organisation needs to be both more nuanced and more overt. The new Charity Governance Code, together with the renewed focus on safeguarding and fundraising, mean it is vital to have an honest conversation about what the shared leadership of trustees and senior executives really looks like, and who is responsible for what.
Once, looking at my Chair and me (when I was a CEO), the Queen asked: ‘which of you actually runs this charity?’ I suspect we each thought we did. And in reality, Chairs do much more than run the board and CEOs, so much more than run the organisation. Where it works well, there is also a shared leadership role based on a joint vision, agreed values and clarity of roles.
This shared leadership seems to me to be vital because it sets the dial about fundamental issues like behaviours, attitudes to risk and approaches to innovation. This isn’t about undermining good governance and I think some of recent complaints that boards are turning into risk-free zones are unfounded. It doesn’t feel like that on the boards on which I sit, but then, the trustees and executive spend a great deal of time together thinking both about governance and grasping opportunities.
For great leadership, both trustees and executives need to be innovative and to think about accountability. For any charity to change the world, there must be a sense that taking risks is acceptable, that it’s ok to try, and maybe not get it right every time.
However, when it comes to governance, if it comes to the crunch, trustees are responsible for the charity and that must affect what they do when things go badly wrong. Because, although trustees and executives both have leadership roles, they are not actually both ‘running the show’. Their responsibilities are different. And it’s vital to be very clear about that.
Please share your comments and views below, or join the conversation on Twitter.

Tags:
collaboration
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Posted By Clore Social Leadership,
10 October 2017
Updated: 07 December 2020
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Richard Harries’s paper for Clore Social Leadership, Facing the Future, highlights the main challenges for sector leaders over the coming decades. Fiscal constraint, geo-political shocks and technological advances are changing the nature of social need, as communities tackle inequality and people live longer. At the same time state resources continue to shrink and the mantra doing more with less is stretched to breaking point.
When faced with these pressures many charity leaders will naturally ask: how are we going to find someone to pay for what we do in the future? However, to be able to respond effectively our sector needs to think more profoundly about business models, and not simply where replacement funding is coming from.
Many charities have had a hand to mouth existence. The job of raising money has not always been closely connected to the delivery of value. This disconnect between who pays and who benefits matters because when those who have been paying stop doing so, they are not the ones who immediately lose out.
Much has been made of the potential for social investment to help charities adapt to the changing financial reality. However, the hype about social investment has sometimes missed the point and the adaptation required is more fundamental than is often understood. Loans are not a substitutes for income which has been lost. Rather they are a tool that can help some charities earn more revenue in the future. In a model where you are trading, the link between who pays and who benefits is stronger; and this can help build resilience.
Therefore the question for leaders to ask is not ‘where is the money going to come from?’ but more profoundly, ‘what sort of business model is appropriate as we respond to these future challenges?’
One of our roles at Access is to design and fund capacity building programmes which aim to help charities make this sort of transition. We have consulted widely on what support is needed and the clear top two areas are around leadership and governance. (The others are impact management capabilities, finance and business modelling skills, marketing and improving the use of data.)
For executive leaders in the sector the challenge is often one of having the time to step away from the day to day and consider these questions in a supportive and stimulating environment. Similarly having the confidence to try something new, especially in an organisation with a long history of doing things the same way, can be daunting. Peer learning is one way these challenges can be addressed and is a key design principle for our programmes.
Engaging charity trustees in these questions is the next task. As Richard points out, there are nearly a million charity trustees in the UK, with an average age of 57. They come into their roles often passionate about the cause, but not necessarily with the skills and experience to recast the way a complex organisation operates. Furthermore, trustees are increasingly operating in a risk adverse environment. Negative headlines, declining public trust and an increasingly pro-active regulator are all factors which might encourage trustees to batten down the hatches. However in our sector risk works in two ways; and the consequences of inactivity can be just as bad as making mistakes.
Trustees need to be encouraged to embrace and manage risk as they help their executive leaders to look to the future and consider what business model is right for their charity. Once the business model is defined, the job of financing it will be much clearer; and there will be a good starting point to answer the answers which investors and funders will have.
Please share your views and comments below or on Twitter @CloreSocial. You can also follow Seb on @sebelsworth, and Access here @si_access.

Tags:
challenges
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Posted By Clore Social Leadership,
03 October 2017
Updated: 07 December 2020
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This guest blog was written by Robert Laycock who supports the organisational, leadership and management development of not-for-profit organisations across the North East.
By not joining up development opportunities for leaders of social change are we leaving the majority of them to fend for themselves in increasingly challenging times?
Earlier this week I was leading a seminar at the North East Fundraising Conference targeting delegates considering becoming a trustee for the first time. My introduction outlined the scale of the task citing the number of charities and trustees nationally (165,000 and 850,000 respectively in England and Wales) and in the North East region (6,900 formally constituted not-for-profit organisations, further 7,500+ smaller ‘under the radar’ groups). These stats suggest we need somewhere in the region of 25,000+ trustees in the North East alone; double this number including committee positions within smaller unconstituted groups. We perhaps shouldn't be surprised, therefore, that attracting the right calibre and number of trustees is an issue for many organisations.
These stats also help us to understand the scale of the task for those of us who are passionate about leadership development within civil society.
I’m absolutely of the view that the challenges we face as we strive for outstanding governance across the North East, can only be addressed through collaborative action; identifying, sharing and spreading best practice. I believe we need a similarly joined-up approach to developing leaders.
Reflecting on my own development, I now recognise the gateways and interventions that made the difference, leading to big shifts in practice. Here’s my timeline:
- 1993-1999: self-taught leadership and management (artist-led/community projects)
- 1999: appointed Co-Director of established regional charity (1999-2011)
- 2001/02: completed accredited leadership and management development programme (Northern Cultural Skills Partnership – this programme came to an end around 2008)
- 2005/06: Common Purpose Matrix programme
- 2007: first trusteeship
- 2009/10, 2013/14: executive coaching
- 2016/17: certificate in coaching and mentoring (self-organised)
- Particularly, I feel fortunate to have worked for Helix Arts, a charity committed to developing their people while I was in a critical phase in my development as a leader.
So what are we doing, collectively, to make sure our leaders of social change, at all stages of development, have access to the right type of support at the right time?
The good news is we have a reasonable range and diversity of opportunities currently available in the North East including, on my radar:
My concern is how leaders navigate these opportunities to identify the support they need.
My call to action is to all of us working to develop leaders to find ways to align our programmes and initiatives, raise awareness and strengthen connections, in order to provide pathways of support - a mosaic of opportunities - for the many thousands of leaders who may struggle without it.
Who’s in?
Please share your comments below, or you can join the conversation on Twitter.
*With thanks to the Garfield Weston Foundation

Tags:
casestudy
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Posted By Clore Social Leadership,
27 September 2017
Updated: 07 December 2020
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David Green is director at Green Pepper Consulting and associate consultant at Action Planning.
Many people don’t trust banks or estate agents but they still use them; most don’t trust politicians, yet they still vote for them. But what about a charity? It needs to be more than good at what it does. It needs to convince funders, partners and the public that it is fundamentally trustworthy. So while good leadership is visionary and inspiring, a social leader also requires an understanding of their organisation’s unique nature and status in civil society.
According to a survey published in March this year, the public believes charities spend around 57% of their income on running costs, when in reality, typical running costs are just 14%. This image problem is of such concern that the National Council for Voluntary Organisations have even set up to explain how charities work.
But earning trust requires more than just a website. Financial integrity and an absence of conflicting interests should come first, but as I’ve argued before, investments should also be ethical. And social leaders need to ensure a level of genuine openness and transparency in dealing with the public which just hasn’t been the case in the sector thus far. Publishing the percentage of income spent on running costs will help. Perhaps too, we should heed the advice of those to also be made more readily available.
Of course, to function, an organisation needs people. So trust in the leadership from staff and volunteers is arguably just as vital as that of donors. As such, leaders should listen to and, above all, value and respect the contributions made by staff and volunteers. This may sound obvious, but to disregard this rather than inspire.
Indeed, leadership is people focused rather than purely organisational. In my experience staff and volunteers will respond when given a voice. So let them help shape how your organisation works and what it becomes. Ask, listen and respond, rather than simply tell. But don’t leave it to the annual away day. Make engaging with, and responding to staff and volunteers, part of your organisation’s culture.
Significantly, social leaders have a level of commitment and authenticity that often can’t be replicated in other sectors. This makes them well placed to promote trust. By being proactive, highlighting values, and demonstrating solidarity with those they are helping, social leaders add value to their message and to their organisation. A good leader will be a great advocate, demonstrating success, as well as being clear about where the money goes.
Trust is not an entitlement, nor should it be disposable. But to lead social change it is certainly a requirement. As the former chief executive of Centrepoint, Anthony Lawton, said to me recently: ‘What would happen if you took away trust? As a leader, you are the face of your organisation. But take away the trust of your team, your beneficiaries or the public, and you will soon be lost.’
Please share your comments about this blog below, or your can join the conversation on Twitter.
Tags:
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Posted By Clore Social Leadership,
22 August 2017
Updated: 22 October 2020
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This guest blog was written by David Orr, the Chief Executive of the National Housing Federation.
Investing in the talent of our future leaders is vital for growing our organisations. Nobody quite knows what the future will look like but housing associations will no doubt need leaders that are adept in a range of skills.
In the future it will not be enough for organisations to simply provide a service and then step back. It is going to be a much more engaged world where people will be asking questions and expecting answers quickly - our young leaders will therefore need to be strategic thinkers and have a vision for a future that they in their organisations will be trying to craft. They will also need to be technically savvy and digitally aware, to understand the power of social media, and the potential for talking to people that comes from having a whole new range of communication channels.
Having said that, an engagement with the future starts not with technology but with creative thinking. Housing Associations have a clear ambition - to deliver up to 120,000 new homes a year, to be making an offer to people right across all different parts of the housing market – across different geographies and tenures. If we are to end the housing crisis, we need to be in a position to think imaginatively and creatively and be prepared to take some risks. Existing leaders have got where they are by being bold, by putting themselves forward and taking risks. Now we need to create a nurturing environment that makes it essential that young talented people will want to work in our business and want to be creative and bring their ideas to how we create that future.
As a chief executive, leader or a board in any organisation the ability to encourage people to question and challenge you is, at root, a statement of confidence in yourself. If you as a leader are committed to the future you are trying to create then you will want people to be challenging you and asking awkward questions because that's the best way to test your own thinking as well as testing theirs. It should not be an optional extra to be investing in talent - our future depends on housing associations being able to attract, retain and develop talented people.
To do this requires investment in those people. The National Housing Federation’s Young Leaders Experience on 19-20 September, provides a way for housing associations to invest in talent management and develop the skills they need in their future cohort of leaders. The heart of leadership is ultimately about creating and articulating a vision of the future that is better than the present. Young people are just as capable at doing that. They just need confidence and a bit of coaching to get them there.
Register your place for the Young Leaders Experience by visiting here and use the priority code YLE0917CL. Group discounts are also available – book 6 places and get the 7th free. Call 020 7067 1066 or email events@housing.org.uk to find out more.

Tags:
collaboration
community
confidence
connection
future
homelessness
youth
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