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How to Take the Initiative

I’ve read a few posts lately about the importance of taking the initiative. Initiative is one of those elusive buzzwords that we all know we should have, but don’t necessarily understand why or how to get it. We want to balance decision making with collaboration. How?

Here are a few of my personal mantras that I use in my professional life to help me take the initiative.

  • Never ask a question, always propose a solution. Think about the question you’re about to go to your supervisor with. What would you do if she wasn’t there? What would you do if you had total control over the decision making? Nine times out of ten that’s the thing you should do (especially if you have experience in the field). Go to your supervisor with your proposal and see what she says. Trust me, initiative will be the first word that comes to her mind in thinking about your performance.
  • Be opinionated. Nothing’s worse than an ambivalent worker. If you work in a nonprofit, chances are you’re passionate about your work – let that come across in your conversations with your peers. When you’re asked a question, give a thoughtful, honest answer with your opinion. Even if it’s not the opinion of the majority, you will be respected for your contribution and will be looked at as someone with valuable insight.
  • If you think it should be done, do it! This is a quick and easy way to make sure you’re taking the initiative. It’s easy to sit back and criticize, or wonder, shouldn’t ______ be happening? If you’re helping to coordinate a mailing and you know you’ll need a certain amount of labels, envelopes, postage… well, check the supply cabinet. Go to your supervisor and let her know that you’ll need to order more envelopes. I have moments when I’m not sure whether I’m overstepping my boundaries of my job description… and those are usually the ones I get the most praise for later.
  • Learn to manage up. Your supervisor can’t read your mind. Heck, your mother can’t even read your mind. Express yourself to your supervisor and tell her your goals. If she doesn’t react the way you want, remember that her attitude doesn’t determine your job performance. Identify your supervisor’s strengths and weaknesses and work with them in the same way she should work with you. It’s easy to blame a bad boss on laying off the initiative – don’t let that happen.

Taking the initiative doesn’t have to be difficult. And you don’t have to be an extrovert to do it. It’s simply about being aware of the big picture and doing whatever you can to help everyone get to the end. Good luck and go get ’em!

-N.C.

Updating My About Me Page

Describe yourself in four paragraphs. Not so easy, is it? Putting together my About Nonprofit Chapin page on this blog turned out to be just as challenging. And updating it was even worse.

I had been waiting to update the page until I had started both my new job and new graduate school program. They both are directly related to what I write about in this blog so I knew they’d be applicable. So, I waited, and waited… and waited. Then, the time came. I needed to update the page.

Putting together the history of my employment and involvement in the nonprofit sector wasn’t so bad. That’s really all facts. It’s what comes after that which was so difficult. Not difficult, per say, but… weird. And interesting to see how much had changed in the last six months.

Do you remember what your goals were six months ago? I do, mostly because I’ve been in the process of applying to graduate school, jobs, and the like, so I’ve needed to write everything down. What has been most striking to me is how much my goals have changed in the past six months.

I’ve always been on the path of becoming a nonprofit CEO. I’ve admired the way CEOs get the opportunity to connect with all types of people, collaborate, and make decisions that have huge impacts on their organization and ultimately the cause they are working for. Three out of my five most important values relate to things a nonprofit CEO would do: leadership, leaving a legacy, and making a difference.

But in the past six months I’ve really been thinking about what these values mean. What does making a difference mean? What does leadership mean? And that’s got me thinking – why do I want to be a nonprofit CEO?

In fact, one could argue there are bigger ways to affect the nonprofit sector. I’ve recently been thinking a lot about becoming a consultant. One consultant could affect multiple CEOs in one week, which in turn could affect multiple organizations and multiple causes. And although a consultant isn’t necessarily the leader of an organization, she is a leader in her own right, forging ahead with best practices in the sector. And she’s definitely leaving a legacy and making a difference.

Of course, I don’t know where my path will lead, and the most important thing is that I’m keeping an open mind. Especially with this Masters in Nonprofit Administration, I know I’ll end up somewhere I can definitely exercise my most important values.

-N.C.

Why You Should’ve Paid Attention in History

If I could identify one theme that I’ve see a lot of in the past two weeks, it’s been the importance of history. At my new job, I’m constantly learning how things have been done historically in my position and in the agency. At school, we’re reading about the history of the nonprofit sector. I’ve never really thought of history’s importance too much until I realized I was being bombarded with it. There are a few key reasons understanding history is important.

  • To get where you’re going you have to know where you came from. I’m not going to lie – my predecessor at work did things much differently than the way I plan to do them in the future. From my perspective, much of his tasks were time intensive, inefficient, and ill-advised. But – I took the time to understand why he did things. I asked questions, and I’m continuing to ask questions of my other colleagues, about reasoning and rationale. Even if I’m hoping to do things differently, it’s good to understand the whole story, so that I can pick and choose my battles.
  • It makes you appreciate how good we have things now. It’s easy to complain that the nonprofit sector has it worse than the other sectors – we get paid less, we don’t get taken seriously, and so on. But in my reading of what the nonprofit sector used to look like – even 50 years ago – I’m jumping for joy about how official the sector is today. It wasn’t that long ago that we weren’t even considered a sector, that donations weren’t tax deductible, and that getting a nonprofit status was impossible. I’m definitely grateful that the sector has exploded the way it has and that I can be a part of it now.
  • Knowing history ensures you have all your tools in your tool belt. Moving forward, knowing the history of something can really help you in shaping goals for the future. Knowing the original goals and understanding why they were in place is essential for continuing a project. Working without this knowledge is like starting from scratch, which is very difficult.

Some might say there’s value to not knowing the history of something – it allows you to shape your own opinions and ideas, free of restriction. I disagree. I think knowing the history but keeping an open mind about the future is a much better balance.

Too bad I didn’t pay closer attention in high school.

-N.C.

Keeping My Head Above Water

Not that anyone but me is keeping track, but it has officially been two weeks and six days since my last post. This past month has been a whirlwind – I moved, started my new job, and went to the kick off for my masters program (I’m doing the Master of Nonprofit Administration program at University of San Francisco). I have been stressed out to say the least! I’ve been working my butt off to impress my new colleagues and boss, continuing to unpack our apartment, and mentally preparing to start school. I’m not going to lie, the last few weeks have been really hard… but I’m happy to say that I’m finally starting to feel positive about things. Here are a few mantras that have helped me keep my head above water.

  • At the end of the day, I’m helping people. Being dedicated to the nonprofit field means that the work I do day in and day out changes the world. Even if I don’t get everything crossed off my to do list, or if I feel like I’m not making a good impression on my colleagues, I’m still helping people. And, isn’t that the most important thing in life?
  • I know what I’m doing. My skills and knowledge about development and the nonprofit sector have been verified in both my new job and in meeting my cohort for the masters program. Listening to the types of decisions that are being made and the thought process behind them has been enlightening – not necessarily because they are new to me, but because I agree and had the same thoughts. In regards to my masters cohort, I was surprised to learn that there are quite a few people who have not had as much exposure to the sector as I have. My confidence has definitely been boosted.
  • One day at a time. In times like this, when things are in chaos (and I hate chaos), each day can look a little bit different than the next. It helps me to remember that no matter how bad today is, tomorrow is a new day, and tomorrow could be great! Every day is a fresh start, which can help when I feel like I continually need one!

I don’t get stressed out easily, which is why I’ve been so surprised that this last month has been so hard on me. But I feel confident that things are turning around and I’m now in the right frame of mind. Just in time for classes to start on Tuesday!! Wish me luck!

-N.C.

Overwhelmed? Join the Club

I’m participating in this month’s Nonprofit Blog Carnival – time management tips. You can read more about it at Have Fun Do Good here (that’s a great blog, too, by the way). I really couldn’t ask for a better prompt. One piece of feedback from my review was that I am too productive – time management is something I’ve got in the bag. Even with this knack for productivity, I still get overwhelmed sometimes, as we all do. These are some of my favorite tips for time management.

  • Prioritize. I put this one first for a reason. This is the most important thing you can do to manage your time well! Take your task list and rank it in order. What is timely? What is important to your boss? What is a big hairy project that you need to spread out over several days? Take all of these things into account and put your tasks in order. After you’ve done that, only concentrate on the first 3-5. Monday morning you can re-evaluate your list, so don’t get worried you will miss a deadline for item #6.
  • Schedule consistent time. If there’s something that doesn’t make your priority list every week, but is still important and requires ongoing maintenance, put an appointment on your calendar weekly or monthly to work on it. When it’s on your calendar, there’s added accountability to do it. And you’ll get an Outlook reminder 15 minutes before! For example, I put database clean-up on my calendar every Monday from 4:00 – 5:00 p.m. This way I’m slowly but surely working on something that feels like a huge project (and it feels smaller when I make some progress on it).
  • Use Outlook tasks. Emily Baime taught me how to use tasks back in the day, and my work life has been transformed. So many people still use a pad of paper, or worse, post its. Outlook tasks allows you to set deadlines for each task, mark priorities, and keep track of progress. Every week I update it according to priority (Monday of that week is high priority, Friday is projects on the backburner, etc) and even put in those 1-5 rankings we talked about. Don’t be shy, click on that little icon and give it a try!
  • Mix up your projects. Keep things interesting. Update event collateral, run database reports, and read an article in the same afternoon. Doing different things allows you to stay focused and energized and allows for better work.
  • Realize you’re not saving the world. I’m sure you’re doing important work, but remember, if you take a break, the world isn’t going to crumble. Take a few days off on a consistent basis. It will help you recharge your batteries and give you a fresh perspective on your projects when you return.

Remember – nothing is a crisis. Although it may seem like all of your tasks are important, keep breathing and remember that all will get accomplished in due time. And don’t forget to smile!!

-N.C.

The Importance of Customer Service

I’ve been reminded several times this week about the importance of customer service. Not only reminded, but been shocked to hear that my colleagues aren’t of the same mind. The voicemail system for the office has been broken for three days now, and our operations guy seems to be taking his sweet time to address it (I don’t like to judge other people’s workloads, but come on now. Shouldn’t that be a high priority issue?). The front counter staff is hardly ever told what’s going on, beyond occasionally being told that someone is out of the office for the day (but even that seems to only happen after they ask). When did the art of customer service die?

There have been numerous reports on the correlation between good customer service and loyalty. If I go into a store and the cashier is warm and friendly, I’m much more likely to return to that store. If she’s rude, I don’t want to put myself in that situation again. Why should I return somewhere that makes me unhappy?

The same concept applies to your nonprofit. The first person a donor or prospect speaks to is the person behind the front desk. Does that person know at least generally what is going on at your organization? Are they friendly and courteous? Most importantly, are they passionate about your cause?

Everyone the front counter staff speaks to is a potential donor. You don’t know someone’s capacity to give simply by looking at them. Therefore, everyone should be treated like a major donor. Everyone should be warmly welcomed, offered a glass of water, and given complete information about the organization. It doesn’t matter if you’re wearing a suit or jeans – everyone should be treated with great customer service.

Yelp perfectly highlights the importance of customer service. I know I didn’t choose my dentist without Yelping him first. My boyfriend didn’t return to his because he Yelped them after, and they had one star. We are becoming reliant on reviews, many of which are about customer service. While it might not be blatant, it’s affecting your customer base.

By the way, I received great customer service today from Ron’s Auto Clinic. I would definitely return to them if I weren’t moving! I recommend taking your car there!

-N.C.

How NOT To Get a Promotion

I’m aware that I’ve been citing other blogs frequently lately. I’m also aware that this next one I’m referring to was written over a week ago. But I’m writing about it anyway, because it’s that good. This was one of those think-about-it-days-later blog posts. I’m talking about 7 Lies That Undercut Your Chances of Promotion at Everyday Bright. I absolutely encourage you to take a moment to read it – it will definitely give you a new perspective on some tried and true job skills.

I’d like to outline a few of my thoughts on some of the lies.

Lie #1: Work hard

I love this. We all know that one person in the office who comes in at 7:45 and leaves at 6:15. She likes to talk about how much work she has to do and how there isn’t enough time in the day. In fact, everyone in a nonprofit has more work than time to do it in. That doesn’t mean you should overwork yourself and sacrifice your personal life. After the workday is over, put your work down and go home to your family. You’ll be able to recharge your batteries and will be that much more efficient tomorrow.

Lie #2: Do your job well

This one might be the one that resonates with me the most, that I personally need to work on. This relates to what I mentioned earlier as my biggest weakness – I need to step up and do projects that are outside of the box that showcase my creativity and understanding of fundraising and the nonprofit sector. I need to do more than my job – I need to prove that I can do my future job.

Lie #5: Network with influencers

Jennifer is emphasizing the point that you shouldn’t just network with the high ups, you should network with everyone. You never know who will become what and who has pull where. I love this point. It’s critical to be friendly and open to everyone you meet, whether it’s the receptionist or the CEO. Everything has something to offer – you just need to give them the chance to show it.

Lie #7: Have a career plan

I disagree with her just slightly on this one. I would modify this point to say you should have a plan (or goal), but it should be loose and ever-changing. I think there is value to having an idea of where you’d like to be in the future, but mostly to notice the aspects of the goal that are attracting you and keep them at the heart of your actions.

Notice I didn’t address Lie #6: Go back to school, because clearly that’s exactly what I’m doing in two months! However, I don’t see going back to school as my ticket to promotion, instead simply something to pair with my work experience and knowledge of the sector as I navigate my way to my goal.

Thank you, Jennifer, for such a wonderful post. We all can learn a little something from these points!!

-N.C.

A Second Look at My Biggest Weakness

OK, I was wrong. I’ve thought more about my biggest weakness, my last post, and I’m not sure I entirely agree with it. After I wrote the post, I discussed it with one of my colleagues who also is an introvert. And then, just yesterday, I saw this blog post in my inbox. It must have been fate! Here are a few of the things I’ve been thinking about the past week.

  • Leadership comes in many styles. Just because I’m not a dominant extrovert doesn’t mean I’m not a leader. In my current office all the managers look like just that: they have dominant personalities. Even at lunch they will jump to share stories about their weekend. I have never been that type of person and never will be. I think there’s a lot of value to a leader who doesn’t have that type of personality, and that’s who I hope to be.
  • Why fix what isn’t broken? In my short twenty-something years on this earth I have had many leadership roles – I have led student organizations, formed programs, and managed people. Why would I have had these opportunities if my working style didn’t represent that of a leader? I must be doing something right!!
  • I need to chill. I’m being too hard on myself! I’m always obsessing over my areas of improvement and I need to spend more time celebrating my strengths. That’s what will get me in a leadership role, anyway!

I appreciate my supervisor’s perspective of my biggest weakness, but I also appreciate the point of view of my colleague, who has the opposite opinion. Everyone has her own. And, of course my supervisor got to where she is by accruing experience and insight, but I’m going to respectfully disagree. I am an introvert who listens intently, and I love it!

-N.C.

My Biggest Weakness

I had my annual review on Thursday, and while it’s not exactly conventional to announce your biggest area of improvement to the whole world, I want to be held accountable to improving on this and I’m hoping that posting about it will do that! Basically, what my biggest area of improvement comes down to is this:

I need to talk more.

I need to share my opinions more in groups of colleagues – especially at the management level, so that they can see that I aspire to become a leader and have the insight and drive to go there. I have this mentality that since I’m not the expert in the room, I should listen and learn from those who are. What I need to realize and embrace is that even though I don’t have the same number of years as others, I still have valid opinions that could help in some way. Even if they don’t help in any way, at least they will demonstrate to others part of my potential. Because not sharing anything means not sharing any of my potential. And that doesn’t do anyone any good!

It’s funny, because I have no problem injecting my thoughts and opinions into one-on-one conversations with managers… but when it comes to a group, like at a committee meeting, I have no drive to speak. And I don’t know that it’s any sort of complex about talking in front of groups… because I do that all the time… it’s more that I want to learn as much as I can before I go being presumptuous and speaking when I shouldn’t. I need to get over this and start sharing my thoughts on a consistent basis. This blog helps because it helps me shape my opinions about things without having to come up with things on the fly, which will make me more confident to share. I sincerely hope that with my move to another city and nonprofit I can truly spread my wings and talk more in groups!!

I’d appreciate ideas any of you have to help me work on this issue!

-N.C.

What’s in a Name?

I just read this and had to re-post it! Deirdre Maloney of Momentum San Diego writes about the importance of something that might seem small and trivial, but it’s so important… accurately re-counting a name. I can’t tell you how many times I see this between my name (Cole, Mr. Chapin, the list goes on and on) and my CEO’s name, which can commonly be spelled two different ways. Now, I want to echo what Deirdre says in her post that while this topic is of greater importance to me having a strange name, it’s not just that. It’s the importance of paying attention to details about someone you’re corresponding with. A name is something very personal and it means a lot to us – so when something like that is misspelled, what else might you be getting incorrect?

Deirdre’s blog is wonderful – if you’re interested in learning more about leadership, organizational management, and communication, you should check it out!

-N.C.