Do you have a Team of Experts?

Executive Director, Senior Services of Winston-Salem

Richard Gottleib recently retired Executive Director of Senior Services of Forsyth County

This is the third in a series of posts exploring the success of Senior Services of Forsyth County and the recently retired Executive Director behind this success, Richard Gottlieb.

A Team of Experts

Developing a strong internal team  is necessary to build a strong, impactful organization.

After thirty-five years at the helm, Richard is clear that his success depended upon his ability to attract people smarter and more capable than he to work at Senior Services.  He looked for experts. Experts in programming, experts in accounting, experts in human resources, experts in administration, experts in marketing, experts in fundraising. Go here to read about Richard’s journey in growing an organization from $15K in assets to $17 million in assets and here to read how he developed one of the strongest board of directors in North Carolina.

He was not ‘an expert’ in any of these things, but he was an expert in knowing what skills and expertise the organization needed.

A Leader’s State of Mind

What was his first step in doing this?

It wasn’t a big pile of money to hire the best people.

It was developing the state of mind that allowed him to do this successfully.

Sometimes young and/or struggling Executive Directors may be threatened by bringing in really good people.  This can be mixed with a mentality that only they can do things ‘right’ and can be especially hard for founding Executive Directors and CEOs.

Another misconception is that nonprofit organizations should not pay well for good help.  It is often an unspoken but strongly held assumption.  Time and time again, I see my clients get what they pay for.

When a CEO has done so much on their own for so long, another insidious pattern sets-in.

When they write job descriptions, they’re not trying to attract the best people, they’re trying to attract anyone who will take the job.  Job descriptions are not clear about specific desired outcomes and/or unrealistically require the person to do a million-and-one things.  They do not provide the big picture context for why this specific function is critically important to the mission and vision of the organization.  This does not attract experts, and creates a self-fulfilling prophesy that hiring good people is an impossible job.

Fortunately, Richard quickly realized the value of hiring well-trained, experienced staff.

It only took hiring his first true expert to see how much better they made the organization and his life.  He began to value the skills of these employees – and wanted more experts on staff until the day he left!

Far from feeling threatened, he welcomed their expertise, even when it surpassed his.

In Search of the Sweet Spot:  The Right Staff, an Appropriate Budget, Right Facility, with the Right Support

On some level, in the end, finding good people was still a challenge and a crap shoot for Richard.

He accepts that we all have our biases and personality styles–so recommends having multiple people involved.

I recommend clients review prospects’ strengths in three areas, 1) their cognitive abilities (their skills, experience, education), 2) their affective attributes (values, personal preferences, orientation toward the vision) and 3)  their conative abilities (how they are wired to do the job – the Kolbe index measures this).

Over the first 25 years, as the agency grew, Richard organized an annual staff retreat.  They would do an SWOT analysis (strengths, weaknesses, obstacles, threats) and inevitably the discussion would  fall into “If only we had this… We need this… We need more…” It was endless.

They were trying to match the infrastructure of the organization with output. That is, for a long time, there were not quite enough resources to match the level of services being provided.

Eventually they got to the sweet spot where the right staff was supported by an appropriate budget, in the right facility, with the right administrative support.  Now, Senior Services has an IT person, an excellent fundraising staff, people devoted to HR, and programs with wonderfully dedicated professionals.

The right staff makes Senior Services extremely efficient.

Program staff can focus on programs and not worry about office supplies, computer problems or payroll.  Someone else does the fundraising.  The organization is able to hire people very specialized in direct service.  This allowed people in operations to develop procedures and policies so things can operate smoothly.  This focused staffing is critical for growth.

Can you start out of the box with this level of specialty and expertise Senior Services has now?  Probably not.

But if you do not have this framework in mind as you build the organization, you will never get there.

Richard sees a bright future for the organization because now, after 35 years, Senior Services runs like a business.

He sees that in many organizations (both for-profit and non-profit), new employees are thrown into the deep end to figure things out on their own.  It is inefficient, wastes time and energy, and hinders success.  A good on-boarding process that steeps newbies in the culture and values of the organization is critical.  A solid infrastructure allows people to help each other.  Richard believes no one feels that she or he is in it alone.

Excellent Customer Service – A Key Value at Senior Services

Extraordinary customer service was a primary value for Senior Services, or Richard figured, why else should the community support them?  Richard saw everyone (donors, clients, vendors, anyone who walked in the door) as a customer and a constituent deserving the highest level of care and respect.

He could not meaningfully execute on that value alone.  The right person in the right position on his team made this possible and created a very low employee turnover rate.  When each person can really focus on their job, everyone benefits.

Fair, efficient and productive – built on a compassionate response to a deep need in the community – that is Senior Services today.  Richard worked to create this over 35 years

Even with very few resources, from the beginning, Richard had high standards.  In the end, his standards and his vision for Senior Services served the organization and the community extraordinarily well.


The Board of Directors: Your secret fundraising weapon or biggest headache?

Honestly, is your Board of Directors your secret weapon or biggest headache as a CEO or Executive Director of a nonprofit organization?

We all know the story of the board that does not perform at the level the Executive Director and the organization need, the frustration with unsuccessfully eliciting more commitment and engagement from board members, the painful board meetings where the ED does all the talking.

Let’s change that.

If the board is not your secret weapon catapulting you towards higher and higher levels of fundraising and program impact…keep reading.

Richard Gottlieb, Senior Services of Forsyth County’s recently retired Executive Director knows how to create such a board.  (Read more about Senior Service’s growth in this earlier post based on a generous interview with Richard early this year.)  Richard had a simple goal: “to develop the best board in town.” [Read more…]

My Writing Process Blog Tour

hummingbirdI am happy to join a whole group of talented writers on a blogging tour sharing something about their writing process.

Sara Arey passed the torch to me. She is a powerful mindset coach for entrepreneurs.  Check out her amazing work here.

What am I working on – I am excited about a couple of new projects.  I have just launched a free Skillful Means Productivity Tool Kit for my subscribers who recently completed a short survey.  (You can get it too – go here.)  It gives us a chance to work together over three weeks.  I am curious if the sustained support will help people try out some new ways of working that will create big positive jumps in productivity as well as joy in their work. (Yup, they can go together quite well.) [Read more…]

Why Your Team’s Mistakes are Essential to Grow Your Business

Want to grow leaders who take real responsibility in your business?  Pizzeria Toro owner Gray Brooks shows us how in part 2 of our interview (go here for part 1).   Conqueror this and you begin to stop wasting the likely most under-valued resource in your business – your team.

storefront slight comp

The team in front of their temporarily shuttered storefont. All the writing in the windows encourages passers-by to dine at locally owned restaurants. See part 1 of the interview to get the latest news on the fire and the planned re-opening.

[Read more…]

Improve Your Communication – Get Better Business Results Now

Please share below your experience improving communication.  I would love to hear what is working for you and where there are still challenges.

5 Ways to Instantly Improve Organizational Efficiency

close up of leaf compressedIn my last post, I shared ways to open communication between you and your team, especially when things are not going well.

Positive patterns of communication release the tension that naturally builds when individuals are working to achieve ambitious goals and the necessary connections between team members are not well established.  My free e-book will help you do this (look to the right).

This post focuses more broadly on how to support positive communication across the organization.  Patterns of communication are strongly correlated to organizational efficiency. [Read more…]

Wish you could Fire Your Staff and Start Over?

messy officeHave you ever taken a leadership position in  an organization that was in need of a major turnaround? 

Ever wanted to fire all your team members and start over?

Leaders in this position often have the highest expectations of effecting change—change that will turn a poorly functioning organization into a more successful one.

You took this job because you believe in the mission of the organization and feel compelled to lend your skills and talents to improving the way the organization operates.  [Read more…]