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Nonprofit Leadership Across
                    Generations
                    Emily Davis

                     June 13, 2012




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            Advising nonprofits in:        www.synthesispartnership.com
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Today’s Speaker




                                    Emily Davis
                                      President,
                                    EDA Consulting
Assisting with chat questions:                                                    Hosting:
Jamie Maloney, Nonprofit Webinars                         Sam Frank, Synthesis Partnership

A Service
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NONPROFIT LEADERSHIP ACROSS
      GENERATIONS
      Emily Davis, MNM
      EDA Consulting LLC
        June 13, 2012
MEET THE PRESENTER: EMILY DAVIS
– President of EDA Consulting
– Author, Fundraising & the Next
  Generation
– 21/64 Consultant
– Author, Preparing the Path to
  Leadership Research
– Founder of YNPN San Diego
– Member of The Gordian Fund &
  Women Give San Diego
– Associate Partner, Social Venture
  Partners of Boulder County

6/13/12               EDA Consulting LLC 2012   6
OUTCOMES
• Understand leadership dynamics & challenges
  among the four generations.
• Identify strategic and attainable solutions to bringing
  the gap among generations.
• Find a more inclusive approach to working with next
  generation leadership.
• Learn how to motivate staff and volunteer leadership
  across generations.


6/13/12               EDA Consulting LLC 2012           7
HOW DO YOU DEFINE INCLUSIVITY?
• Experience
• Ethnicity
• Culture
• Gender
• Sexual
  identity/preference
• Handicapped/
  able-bodied?
• Age?
6/13/12             EDA Consulting LLC 2012   8
GENERATIONAL ASSUMPTIONS




6/13/12           EDA Consulting LLC 2012   9
HOW HAS THIS AFFECTED YOUR ORG?
• Work ethic                      • Staff recruitment &
• Time management                   retention
• Office environment              • Professional priorities
• Internal                        • Personal priorities
  communications                  • Staff management
• External communication          • Motivations
                                  • Investment in
                                    technology


6/13/12              EDA Consulting LLC 2012                  10
GENERATIONAL
  EXPERIENCES
   INFLUENCE
  MOTIVATIONS,
MANAGEMENT, AND
  WORK STYLES.



6/13/12          EDA Consulting LLC 2012   11
WHO ARE THE GENERATIONS?
GENERATION    TRADITIONALISTS       BOOMERS             GEN XERS        MILLENIALS
                (1900-1945)        (1946-1964)           (1965-         (1981-1999)
                                                         1980)

ALSO KNOWN     Veterans, Silent       Baby                 Xers        Gen Y, Nexters,
    AS…       Generation, WWII       Boomers                             Nintendo
                 Generation                                             Generation



INFLUENCERS   World wars, The      Television,          Internet,      Social media,
               Depression         Vietnam War,         Madonna, Bill    iPods, 9/11,
                                   Civil Rights           Gates,       American Idol
                                   Movements             Friends,
                                                       Rodney King




6/13/12                      EDA Consulting LLC 2012                               12
GENERATIONS IN US POPULATION*




    * Courtesy of: http://www.catalyst.org/publication/434/generations-in-the-workplace-in-the-united-states-canada


6/13/12                                       EDA Consulting LLC 2012                                                 13
US WORKFORCE BY GENERATION




  * Courtesy of: http://www.catalyst.org/publication/434/generations-in-the-workplace-in-the-united-states-canada


6/13/12                                       EDA Consulting LLC 2012                                               14
MULTIGENERATIONAL NONPROFITS:
                MANAGEMENT STYLES
GENERATION TRADITIONALISTS      BOOMERS                 GEN XERS      MILLENIALS
             (1900-1945)       (1946-1964)             (1965-1980)    (1981-1999)


 MANAGE- • Top down          • Hierarchy          • Flexible         • Mutual
MENT STYLE • Conformist      • Pay your           • Inclusive          respect
           • Respect for       dues               • Self-reliant     • Shared
             authority       • Emphasize          • Direct             leadership
           • Emphasize         respect              communication    • Interactivity
             loyalty         • Appreciate         • Independent &    • Collaborative
                               recognition          collaborative




 6/13/12                     EDA Consulting LLC 2012                            15
MULTIGENERATIONAL NONPROFITS:
                  WORK STYLES
GENERATION   TRADITIONALISTS         BOOMERS                GEN XERS        MILLENIALS
               (1900-1945)          (1946-1964)              (1965-         (1981-1999)
                                                             1980)
WORK STYLE • Separate home        • Flexibility          • Self-reliant    • Question
             & work               • Optimistic           • Quick fixes       status quo
           • Hard-working           & idealistic         • Results-        • Multi-
           • Loyal                • Struggle               oriented          taskers
           • Thrifty                with                 • Multi-taskers   • Global focus
           • Little                 work/life            • Job             • Digital
             customization          balance                movement &        natives
           • Work for work’s      • Strong work            flexibility     • Mutual
             sake                   ethic                • Direct            respect
                                                           communicati
                                                           ons


6/13/12                        EDA Consulting LLC 2012                                16
MULTIGENERATIONAL NONPROFITS:
                      MOTIVATORS
GENERATION    TRADITIONALISTS             BOOMERS               GEN XERS           MILLENIALS
                (1900-1945)              (1946-1964)             (1965-            (1981-1999)
                                                                 1980)


MOTIVATORS   • Authority              • Hierarchy            • Healthy         • Interaction
             • Work itself, less      • self-                  work/life       • Challenges
               personal                 improvement            balance,        • Feedback
               meaning                • Materialism          • Flexibility     • Causes
             • Acknowledge            • Symbols of           • Money           • Money
               what they know           recognition          • Results         • Customiz-
               AND do                                        • External          ation
                                                               recognition     • Acknowled
                                                             • Instant           gment of
                                                               gratification     value



 6/13/12                           EDA Consulting LLC 2012                                 17
WHAT TENURED PROFESSIONALS WANT


                                   Next Gen Training
                                   Acknowledgment
                                     Engagement
                                   Respect for legacy
                                       Dialogue


6/13/12          EDA Consulting LLC 2012            18
WHAT THE NEXT GEN WANTS

                                       Advice
                                  Acknowledgment
                                  Shared ownership
                                 Opportunity to lead
                                      Flexibility
                                    Sector history

6/13/12          EDA Consulting LLC 2012          19
WHAT DO WE HAVE IN COMMON?
Commitment to the nonprofit
 sector
High hopes for the future
Value recognition &
 relationships with our peers
Want to share stories about
 nonprofit work and history
Desire mutual respect & trust

6/13/12            EDA Consulting LLC 2012   20
QUESTIONS?
     Has this had
    an impact on
          your
    organization?
      If so how?


6/13/12                EDA Consulting LLC 2012   21
SO WHAT IS THE LEADERSHIP GAP?




6/13/12             EDA Consulting LLC 2012   22
DEFINING THE LEADERSHIP GAP
• The period of time when executive Boomers
  are preparing to leave their leadership roles to
  when new leadership is installed.

• Describes not only temporal gaps, but
  perceptual gaps in what well-qualified leaders
  look like.

• The lack of communication, preparation, and
  support available among multiple generations
  of leaders.

6/13/12            EDA Consulting LLC 2012       23
DEFINING THE PROBLEMS*

•   Replacement Theory
•   Staying On Top
•   Redefining the Position
•   Recognition Problem
•   New Structures and Practices



          *Working Across Generations, 2009


6/13/12                  EDA Consulting LLC 2012   24
REPLACEMENT THEORY
Not enough people to fill
leadership gaps so we need to
develop a pipeline.



                      SOLUTION:
  If we recruit and train enough people we won’t
         have a problem. Develop a pipeline.

6/13/12            EDA Consulting LLC 2012     25
STAYING ON TOP
Little to no room for the next gen
to lead & advance the sector.
Boomer-led orgs will continue as
usual & next gen will start new
orgs.

                   SOLUTION:
Find ways to integrate new ideas into the sector.
   Shift Boomer leadership roles in the sector.

6/13/12            EDA Consulting LLC 2012      26
REDEFINING THE POSITION
The traditional idea of the
Executive Director is no
longer appealing or
effective.

                  SOLUTION:
 Try new leadership models that share executive
            director responsibilities.

6/13/12            EDA Consulting LLC 2012    27
RECOGNITION PROBLEM
There is a generation ready to
step up to the plate that feels
invisible to the current
leadership.
                     SOLUTIONS:
•Search internally when recruiting
•Acknowledge value & contributions of next gen
leaders
•Shift mental models – inclusiveness, mentorship
6/13/12             EDA Consulting LLC 2012        28
NEW STRUCTURES AND PRACTICES
  Current organizational
  structures are
  outdated.



                       SOLUTION:
          Evaluate current models and redefine
                       structures.

6/13/12               EDA Consulting LLC 2012    29
TEN WAYS TO LEVERAGE EVERY GENERATION
  1. Acknowledge each generation’s value.
  2. Recruit & retain emerging leaders into leadership roles.
  3. Encourage work/life balance – be flexible.
  4. Invest in diverse strategy development process.
  5. Revise performance recognition systems.
  6. Encourage peer coaching.
  7. Invest in professional development.
  8. Prepare to share leadership/succession planning.
  9. Be flexible & innovative.
  10. Engage in multi-generational dialogue.

6/13/12                 EDA Consulting LLC 2012            30
RESOURCES

Publications                          Organizations
• Working Across Generations          • Young Nonprofit
• Good in Theory, Problems in           Professionals Network
  Practice                              (YNPN)
• Ready to Lead?                      • Building Movement Project
• Stepping Up or Stepping Out         • Emerging Practitioners in
• Daring to Lead                        Philanthropy (EPIP)
• Next Generation and                 • 21/64
  Governance
                                      • CompassPoint
• Passing the Torch
• Liquid Leadership

6/13/12                  EDA Consulting LLC 2012                31
THANK YOU!
                  Emily Davis, MNM
                  EDA Consulting LLC
                    (720) 515-0581
               emily@edaconsulting.org
                www.edaconsulting.org
             www.edaconsulting.org/blogs
          www.Facebook.com/edanpoconsulting
               Twitter: @edaconsulting

6/13/12              EDA Consulting LLC 2012   32
Find listings for our current season
          of webinars and register at:

            NonprofitWebinars.com


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Nonprofit Leadership Across Generations

  • 1. Nonprofit Leadership Across Generations Emily Davis June 13, 2012 A Service Of: Sponsored by:
  • 2. INTEGRATED PLANNING Advising nonprofits in: www.synthesispartnership.com • Strategy • Planning (617) 969-1881 • Organizational Development info@synthesispartnership.com A Service Of: Sponsored by:
  • 3. Affordable collaborative data management in the cloud. A Service Of: Sponsored by:
  • 4. Today’s Speaker Emily Davis President, EDA Consulting Assisting with chat questions: Hosting: Jamie Maloney, Nonprofit Webinars Sam Frank, Synthesis Partnership A Service Of: Sponsored by:
  • 5. NONPROFIT LEADERSHIP ACROSS GENERATIONS Emily Davis, MNM EDA Consulting LLC June 13, 2012
  • 6. MEET THE PRESENTER: EMILY DAVIS – President of EDA Consulting – Author, Fundraising & the Next Generation – 21/64 Consultant – Author, Preparing the Path to Leadership Research – Founder of YNPN San Diego – Member of The Gordian Fund & Women Give San Diego – Associate Partner, Social Venture Partners of Boulder County 6/13/12 EDA Consulting LLC 2012 6
  • 7. OUTCOMES • Understand leadership dynamics & challenges among the four generations. • Identify strategic and attainable solutions to bringing the gap among generations. • Find a more inclusive approach to working with next generation leadership. • Learn how to motivate staff and volunteer leadership across generations. 6/13/12 EDA Consulting LLC 2012 7
  • 8. HOW DO YOU DEFINE INCLUSIVITY? • Experience • Ethnicity • Culture • Gender • Sexual identity/preference • Handicapped/ able-bodied? • Age? 6/13/12 EDA Consulting LLC 2012 8
  • 9. GENERATIONAL ASSUMPTIONS 6/13/12 EDA Consulting LLC 2012 9
  • 10. HOW HAS THIS AFFECTED YOUR ORG? • Work ethic • Staff recruitment & • Time management retention • Office environment • Professional priorities • Internal • Personal priorities communications • Staff management • External communication • Motivations • Investment in technology 6/13/12 EDA Consulting LLC 2012 10
  • 11. GENERATIONAL EXPERIENCES INFLUENCE MOTIVATIONS, MANAGEMENT, AND WORK STYLES. 6/13/12 EDA Consulting LLC 2012 11
  • 12. WHO ARE THE GENERATIONS? GENERATION TRADITIONALISTS BOOMERS GEN XERS MILLENIALS (1900-1945) (1946-1964) (1965- (1981-1999) 1980) ALSO KNOWN Veterans, Silent Baby Xers Gen Y, Nexters, AS… Generation, WWII Boomers Nintendo Generation Generation INFLUENCERS World wars, The Television, Internet, Social media, Depression Vietnam War, Madonna, Bill iPods, 9/11, Civil Rights Gates, American Idol Movements Friends, Rodney King 6/13/12 EDA Consulting LLC 2012 12
  • 13. GENERATIONS IN US POPULATION* * Courtesy of: http://www.catalyst.org/publication/434/generations-in-the-workplace-in-the-united-states-canada 6/13/12 EDA Consulting LLC 2012 13
  • 14. US WORKFORCE BY GENERATION * Courtesy of: http://www.catalyst.org/publication/434/generations-in-the-workplace-in-the-united-states-canada 6/13/12 EDA Consulting LLC 2012 14
  • 15. MULTIGENERATIONAL NONPROFITS: MANAGEMENT STYLES GENERATION TRADITIONALISTS BOOMERS GEN XERS MILLENIALS (1900-1945) (1946-1964) (1965-1980) (1981-1999) MANAGE- • Top down • Hierarchy • Flexible • Mutual MENT STYLE • Conformist • Pay your • Inclusive respect • Respect for dues • Self-reliant • Shared authority • Emphasize • Direct leadership • Emphasize respect communication • Interactivity loyalty • Appreciate • Independent & • Collaborative recognition collaborative 6/13/12 EDA Consulting LLC 2012 15
  • 16. MULTIGENERATIONAL NONPROFITS: WORK STYLES GENERATION TRADITIONALISTS BOOMERS GEN XERS MILLENIALS (1900-1945) (1946-1964) (1965- (1981-1999) 1980) WORK STYLE • Separate home • Flexibility • Self-reliant • Question & work • Optimistic • Quick fixes status quo • Hard-working & idealistic • Results- • Multi- • Loyal • Struggle oriented taskers • Thrifty with • Multi-taskers • Global focus • Little work/life • Job • Digital customization balance movement & natives • Work for work’s • Strong work flexibility • Mutual sake ethic • Direct respect communicati ons 6/13/12 EDA Consulting LLC 2012 16
  • 17. MULTIGENERATIONAL NONPROFITS: MOTIVATORS GENERATION TRADITIONALISTS BOOMERS GEN XERS MILLENIALS (1900-1945) (1946-1964) (1965- (1981-1999) 1980) MOTIVATORS • Authority • Hierarchy • Healthy • Interaction • Work itself, less • self- work/life • Challenges personal improvement balance, • Feedback meaning • Materialism • Flexibility • Causes • Acknowledge • Symbols of • Money • Money what they know recognition • Results • Customiz- AND do • External ation recognition • Acknowled • Instant gment of gratification value 6/13/12 EDA Consulting LLC 2012 17
  • 18. WHAT TENURED PROFESSIONALS WANT Next Gen Training Acknowledgment Engagement Respect for legacy Dialogue 6/13/12 EDA Consulting LLC 2012 18
  • 19. WHAT THE NEXT GEN WANTS Advice Acknowledgment Shared ownership Opportunity to lead Flexibility Sector history 6/13/12 EDA Consulting LLC 2012 19
  • 20. WHAT DO WE HAVE IN COMMON? Commitment to the nonprofit sector High hopes for the future Value recognition & relationships with our peers Want to share stories about nonprofit work and history Desire mutual respect & trust 6/13/12 EDA Consulting LLC 2012 20
  • 21. QUESTIONS? Has this had an impact on your organization? If so how? 6/13/12 EDA Consulting LLC 2012 21
  • 22. SO WHAT IS THE LEADERSHIP GAP? 6/13/12 EDA Consulting LLC 2012 22
  • 23. DEFINING THE LEADERSHIP GAP • The period of time when executive Boomers are preparing to leave their leadership roles to when new leadership is installed. • Describes not only temporal gaps, but perceptual gaps in what well-qualified leaders look like. • The lack of communication, preparation, and support available among multiple generations of leaders. 6/13/12 EDA Consulting LLC 2012 23
  • 24. DEFINING THE PROBLEMS* • Replacement Theory • Staying On Top • Redefining the Position • Recognition Problem • New Structures and Practices *Working Across Generations, 2009 6/13/12 EDA Consulting LLC 2012 24
  • 25. REPLACEMENT THEORY Not enough people to fill leadership gaps so we need to develop a pipeline. SOLUTION: If we recruit and train enough people we won’t have a problem. Develop a pipeline. 6/13/12 EDA Consulting LLC 2012 25
  • 26. STAYING ON TOP Little to no room for the next gen to lead & advance the sector. Boomer-led orgs will continue as usual & next gen will start new orgs. SOLUTION: Find ways to integrate new ideas into the sector. Shift Boomer leadership roles in the sector. 6/13/12 EDA Consulting LLC 2012 26
  • 27. REDEFINING THE POSITION The traditional idea of the Executive Director is no longer appealing or effective. SOLUTION: Try new leadership models that share executive director responsibilities. 6/13/12 EDA Consulting LLC 2012 27
  • 28. RECOGNITION PROBLEM There is a generation ready to step up to the plate that feels invisible to the current leadership. SOLUTIONS: •Search internally when recruiting •Acknowledge value & contributions of next gen leaders •Shift mental models – inclusiveness, mentorship 6/13/12 EDA Consulting LLC 2012 28
  • 29. NEW STRUCTURES AND PRACTICES Current organizational structures are outdated. SOLUTION: Evaluate current models and redefine structures. 6/13/12 EDA Consulting LLC 2012 29
  • 30. TEN WAYS TO LEVERAGE EVERY GENERATION 1. Acknowledge each generation’s value. 2. Recruit & retain emerging leaders into leadership roles. 3. Encourage work/life balance – be flexible. 4. Invest in diverse strategy development process. 5. Revise performance recognition systems. 6. Encourage peer coaching. 7. Invest in professional development. 8. Prepare to share leadership/succession planning. 9. Be flexible & innovative. 10. Engage in multi-generational dialogue. 6/13/12 EDA Consulting LLC 2012 30
  • 31. RESOURCES Publications Organizations • Working Across Generations • Young Nonprofit • Good in Theory, Problems in Professionals Network Practice (YNPN) • Ready to Lead? • Building Movement Project • Stepping Up or Stepping Out • Emerging Practitioners in • Daring to Lead Philanthropy (EPIP) • Next Generation and • 21/64 Governance • CompassPoint • Passing the Torch • Liquid Leadership 6/13/12 EDA Consulting LLC 2012 31
  • 32. THANK YOU! Emily Davis, MNM EDA Consulting LLC (720) 515-0581 emily@edaconsulting.org www.edaconsulting.org www.edaconsulting.org/blogs www.Facebook.com/edanpoconsulting Twitter: @edaconsulting 6/13/12 EDA Consulting LLC 2012 32
  • 33. Find listings for our current season of webinars and register at: NonprofitWebinars.com A Service Of: Sponsored by: