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Leading around the world

Several years ago, I had direct reports in Nepal, Malawi, Mali, Senegal, Haiti and Nicaragua. While I was excited at the prospect of visiting each of them throughout the year and experiencing their countries, I was at first nervous about building a relationship. I would spend maybe three weeks, tops, with them annually and worried: Will they be offended I don’t speak their language? Will it be difficult to communicate? How will I be able to tell if they’re performing well? Will they respect me as a leader?

Turns out I had nothing to worry about. To build individual relationships, I quickly initiated weekly Skype calls during their business day – I often started my work day very early – to establish that mutual respect and understanding type culture that I wanted to promote. I asked a lot of questions in those initial calls and listened more than I talked – I wanted to learn everything I could about not only their work processes and activities but their culture, families and aspirations. While we Americans often cut the small talk and dive right into business, my colleagues in Mali asked about each member of my family (including the dog!) every time we chatted. Being patient, giving him space for this cultural norm and then asking about his family connected us on a deeper level than just discussing the budget.

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Once I had an employee in Nicaragua resign for a higher paying opportunity elsewhere. I knew we needed to fill the position quickly but I already had other trips planned and couldn’t make it to Nicaragua for a couple months. I had to build the team from afar! I enlisted the help of other in-country staff to post the job description locally, then reviewed resumes and spent hours on Skype with potential candidates. I narrowed it down to my top three candidates then passed them on to the in-country program team to interview in-person. They shared their recommendations and I made a final decision, sight (almost) unseen. That candidate, many years later, is still a key player in the organization, which goes to show it can be done!

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Finally, how do you connect a global team to each other? I wanted my team to know each other, despite their geographical differences, in order to share best practices and connect with the organization on a deeper level. I eventually figured out how to connect six different time zones into a common meeting time without making anyone be awake in the middle of the night. We talked about big picture ideas: organizational strategy, best practices for internal audits, ideas for a better budgeting process. I included all of the team in my communications and encouraged them to share ideas with each other. As the organization grew, a few of them were even able to meet each other in person at international events.

It is challenging to build a high-functioning global team, but a wonderful opportunity! If you are willing to put in the extra effort and perhaps some early mornings, to effectively connect many different people, cultures, time zones, working styles and ideas, you will reap massive benefits.

Diversity and inclusion at its best!

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Sunshine in February

So is February the month of love for you, filled with pink and red hearts, romantic dinners and red roses? Or is February the month that winter sets into your bones and you are desperately craving a dose of sunshine? For me it’s the latter. Not that I don’t adore my husband and dog-son but we’ve never made a big deal about Valentine’s Day. I think last year we even skipped exchanging cards in favor of doing a house project! This month’s blog theme is relationships – get excited!

Today we’ll talk about keeping your staff not only inspired and engaged by your mission but also satisfied with the nitty-gritty, day-to-day work.

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Let’s look at the Pyramid of Employee Needs from Bain & Co via Harvard Business Review and start at the top; as nonprofits, I think we need to focus the most on satisfaction and I’ll explain why.

For us nonprofits, inspiring employees is the easy part! Most likely, employees have joined the organization because they have a personal passion for what we’re doing. We’re not selling pharmaceuticals or providing IT support, we are changing the world! We’re bringing education and clean water and shelter and healthcare to people who need it and we are darn excited about it. Inspiration? Check!

So if we’ve got an organization full of passionate people, they often form extraordinary teams. What feels better than joining forces with other people who are as excited about secondary education in East Africa as you are? Many of the nonprofits I work with are small and so your impact is felt throughout the organization – you have and know your purpose and even the Executive Director can feel the work of a Program Coordinator. You’re fully engaged with your work, the people and the mission.

Satisfaction. This is a challenge for many nonprofits because frankly, we don’t usually have the funds to provide as much training or compensation as we’d like. We’re too busy spending it on programs (which is, of course, a great thing!). But there’s a beautiful balance between a low overhead rate and ensuring you’re taking adequate care of your employees – at the end of the day, passion for the mission will only keep someone for so long.

Here are some ideas to get you thinking about doing more for employee satisfaction with less (or often nothing!):

  • Create a comprehensive onboarding program to make employees feel welcome into the culture and knowledgable about how things work immediately
  • Invite board members or other professionals to host soft skills trainings or webinars pro bono – time management, conflict resolution, leadership skills
  • Host regular information sessions on benefits – employees often feel overwhelmed or confused about health insurance or 403(b) retirements plans and taking the extra effort to spend time talking about it goes a long way
  • Ensure employees’ performance is being reviewed annually and reward accordingly. If you can’t afford large salary increases, consider small bonuses
  • Recognize employees’ work publicly – announce staff who’ve gone above and beyond during monthly meetings or consider an Employee of the Month program
  • Give staff appropriate, functional technology – no one should be expected to use their personal computer or obsolete equipment

How are you ensuring your employees are not only inspired and engaged but also satisfied? Need help on 403(b) training or developing an onboarding program? Give me a ring!

 

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Finding an auditor: the RFP process

We’ve got more audit talk for you today! The 12/31 year-enders are prepping and the 6/30 year-enders are looking for auditors, so we’re trying to cover all our bases here.

I spoke with not one but two organizations last week that need a new auditor and asked me for suggestions (good first step, by the way!). I’ve worked with a great audit firm for many years and immediately thought of them but unfortunately, they’re in another state. I texted the audit partner (yes, I basically have him on speed dial!) and he said he’d love to participate in an RFP process. That got me thinking about how important those referrals are for great firms – you’ll likely have a much better experience than simply Googling “nonprofit auditor [your location]”.

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Not only do we need an audit firm that specializes in nonprofits, but we also want someone we connect well with. You will likely be communicating with that auditor not only during the annual audit process but also throughout the year as questions come up. The auditor will also meet with your board’s audit/finance committee or perhaps even present at a board meeting.I recommend an RFP (Request for Proposals) process to appropriately do your due diligence and get an auditor that will work best for your organization. I promise it’s not complicated!

  1. Form a committee of stakeholders. Perhaps the ED, your lead finance person and a board member would be a good place to start.
  2. Determine what you’re looking for in an audit firm and write it down. This will be the basis of your RFP document. Here are some things to think about: What size firm do you want? What is their expertise? How many staff will work on your engagement? What is their average turnaround time? Here is a sample.
  3. Identify who you want to send the RFP to. This is where your network comes in! I suggest reaching out to colleagues, peers and board members and finding out which audit firms they recommend. Come up with a list of maybe 10 firms and their contact information.
  4. Send the RFP out. Send both a paper and email copy to the contacts you identified with specific instructions on how to submit the proposal.
  5. Review the proposals, select your two or three finalists and invite them into the office for a meeting to discuss their proposal. Don’t forget to discuss fees!
  6. Make your final decision and hire your new audit firm. Let the fun begin!

With the proper due diligence, this new audit firm will serve as a solid sounding board for your organization. If you have a new project come up throughout the year and you aren’t sure how to make the accounting entry, you can call them for advice rather than waiting for them to find potential mistakes during the audit.

On the contrary, if the audit firm didn’t live up to your expectations, remember that the relationship isn’t forever – simply go through the RFP process again to find a better fit.

How did you find your audit firm? How long have you been with them? Need help managing the RFP process or don’t know where to begin?

I can help!

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Do we need an audit?

I hope everyone had a restful weekend! Are you December-31st-close people finishing up year-end? More importantly, is everyone sticking to their resolutions? I’m proud to say that I’ve gone to yoga once a week! It’s amazing how much better I stick to something when I simply put it in my calendar and treat it as I would a doctor’s appointment. Non-negotiable, not cancellable, not available for anything else during this time. Let’s keep it up!

We talked last week about how to prep for an audit and I’m here this morning to talk about those organizations who are in the initial phases of growth (less than $1M) and haven’t yet had an audit. They’re not sure if they need an audit and once they decide they do, they have no idea how to find the right auditor.

Let’s tackle this head on!

First, what is an audit? Is it when the big, scary IRS comes in and rifles through all your files and you’re in trouble? No way! This is when you choose an independent auditor to come in and assess not only your books but also your policies and internal controls, then they hand you a neatly comprised set of financials that you can then share with donors, funders and other stakeholders. Also, you pay them.

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Now that we’ve got that cleared up, does my organization really need an independent auditor? There are a few factors to consider here:

What state are you incorporated/registered in? Each state has different audit requirements. Are you registered in any other states? Oftentimes, organizations will register in a number of states in order to fundraise there and those states may require audited financials. Here is a great guide of state-by-state audit requirements and links to statutes. [Please always consult your legal counsel before making any decisions – sites like this could be outdated!]

Who are your funders? Many private foundations and government agencies will require audited financials along with grant or contract applications. If they don’t require an up-front audit, they may require one when you spend above a certain threshold of federal funds in a year (currently $750,000).

The IRS requires nonprofits to complete the 990 but does not require an independent audit. Part XII Financial Statements and Reporting of the 990 asks whether or not the organization has had an independent audit and, as you probably know, this form is public information.

In short, even if your organization manages to squeak by without technically needing an audit, it is certainly a best practice because:

  • You’ll gain the credibility and confidence of funders and promote financial transparency of the organization.
  • Your organization will potentially be eligible for new and different sources of funding as well as ratings by the important charity watchdog organizations (Charity Navigator, Guidestar, etc).
  • Finally, and maybe most importantly, it’s an opportunity to do a deep dive into your policies and procedures to ensure you’re using your limited resources most efficiently.

Here at 100 Degrees Consulting, we are all about BEST PRACTICES!

Come back tomorrow for the second installment of this thrilling series: Okay, let’s do it. Now how do I find an auditor?

 

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My vision for 100 Degrees

Sometimes the best thoughts come while stuck in traffic. I recently spent time thinking about my vision for 100 Degrees and how that weaves in with the vision of my clients.

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Just like nonprofits often tout that their ultimate goal is to go out of business (because that would inherently mean we’ve eliminated extreme poverty, for example), my goal is for my clients not to need me anymore! But Stephanie, won’t that put you out of business? Don’t you need to pay your mortgage and, you know, eat? Yes! My true hope is that my nonprofit clients will outgrow the need for a part-time CFO. We will work together to set up your systems and infrastructure for growth, strategically analyze your finances to ensure sustainability and you will be scalable. With a solid foundation that we create together, you will eventually scale up your fundraising, accomplishing your mission in a bigger way and be ready and large enough to hire a full-time CFO.

What do you think? Is this a crazy vision? Was I simply hopped up on exhaust fumes from I-75 or does this make sense?

 

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Livin’ the dream as a nonprofit CFO

When I was a child I played Office. I had an old monitor, a keyboard, a rotary desk phone and reams upon reams of paper. I could hole myself up in my room for hours, typing away, jotting notes on paper and creating complex alphabetized filing systems. I didn’t know exactly what I wanted to be when I grew up but I knew I wanted to work in an office.

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Well? I’m living the dream! Whenever there’s a particularly stressful day or my Excel budget template is giving me a hard time, I jokingly say to my husband, Yup, just livin’ the dream but in many ways, I do have my dream job as a nonprofit CFO. Mission connection. I get to care deeply about my organization. I’m not slaving away, crunching numbers in a back office so Joe CEO can sell more products and enjoy his four mansions; I’m slaving away, crunching numbers so that girls can go to school in Nepal. Big difference.That little spot in the middle of a Venn diagram. I enjoy numbers (I create spreadsheets for fun – I’m serious) and I’m good at it. Financial analysis comes natural to me and I find nothing more satisfying than solving a financial puzzle. My program staff and right-brained friends are confused and cringing right now, but I truly have a purpose-driven career.

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Freedom & creativity. Many nonprofits operate with a start-up mentality which can mean that not all systems are in place yet and you have the freedom and flexibility to create your own. You often escape that awful repressive mentality that we do it this way because that’s how we’ve always done it and instead are constantly seeking efficiencies to better utilize our resources. If your Strengths Finder strengths are Focus and Maximizer like me, you will love developing structure, systems and efficiencies. Commonalities with coworkers. I know we’ve all said it before: we’re not here for the money. We’re thrown together because we all love serving children or homeless or the environment, and it is incredibly energizing to be in a room full of people as excited about that as you. Sure, not every single person will be pumped about the new dashboard report you just created, but our core purpose is similar.

Constant learning opportunities. No, we might not have an endless professional development budget (or have one at all!) but if you don’t know how to do something, most likely you’ll have to learn how to do it yourself. In previous roles, I had relied upon the auditors to complete the 990 but one day I found myself leading an organization who always prepared it internally. I didn’t have the option to hand it off so I dove in and learned that form inside and out. Was it challenging? Yes, for sure. Am I glad I know how to prepare it myself? Definitely!

What’s your dream job? Do you have a purpose-driven career or are you still trying to figure out what that is?

 

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How to actually WORK from home

I have never known anyone to turn down the chance to work from home. Snow flurries outside? Yup, I’ll work from home today. Repairman coming to fix the hot water heater? Work from home day! I think we all get so excited to work from home because we could save 2+ hours without a commute, there’s little pressure to spend time getting ready (or even shower at all!) and we have peaceful, uninterrupted time to work. This is especially helpful when you have a massive spreadsheet or another detail-oriented task that requires concentration.

And with the bounty of technology in our globally-focused lives, it’s feasible to operate completely remotely. I’ve managed teams in Connecticut, Nepal, Afghanistan, Malawi and beyond from my cozy little home office, and while I do value face time, there is not much that can’t be accomplished via email and Skype. In fact, I recently found a nonprofit whose entire staff is remote, and my financial leadership model is built on a remote CFO.

We all have limited budgets and traditional “overhead”-like items – rent, phones, internet, maintenance – can eat away at our resources very quickly, thus taking it away from those we serve. If we don’t have a pro bono office space, remote workers or a “distributed team”, looks more and more attractive as a cost-efficient model.

But working from home can quickly turn into “working” from home if you’re not careful. The kitchen will be calling your name for a mid-morning snack which will remind you that The Price is Right is on at 11am which turns into working from the couch which turns into an afternoon nap, missed conference calls, an overflowing inbox and only goes downhill from there.

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But it doesn’t have to be so! Here’s how to stay focused and on task AND gain more time back into your day:

Set your schedule. Have to be at the office at 8am? That’s when you should plan to be online. That does NOT mean you roll out of bed at 7:55am, pour a cup of coffee and sit down rubbing your eyes. No, you do not have to wake up at the same time as you would if you were commuting but give yourself enough time to wake up, wash up and clear the morning frog from your throat before hopping on your first call of the day. Set an end time and stick to it too – put an event in your calendar every day at 6pm. The alarm will go off and you’ll be reminded to shut down, go for a run, spend time with the family or whatever you do to unwind.

Create a home office space. Maybe you live in a big suburban house and have a whole room for a home office. Excellent! But what if you live in a tiny shoebox apartment and barely have enough room for you and the dog? That’s okay too. Set up a space where you can work, free of distractions – even if it’s the kitchen table. Clear the clutter, set up your computer, mouse, phone and notebook and boom! Instant home office. Please do not work from your bed or the couch. You won’t feel or sound professional and motivation flies right out the window when snuggled in your down comforter.

Incorporate fresh air and/or variety. As an introvert, I could hole myself up in my office all day, every day and never miss human contact. The extroverts out there need movement and energy to keep them motivated throughout the day though. Take a lunchtime walk or spend the morning working from a coffee shop. You’ll get just the right amount of interaction without the constant distraction of people stopping by your office to chat.

Use the tech tools at your disposal. For conference calls, use the video function of Skype or Google Hangouts, rather than just a call (remember, you should be washed and dressed so video shouldn’t be a problem!). Use the chat function for quick comments or questions, just as you would pop your head in someone’s office. On the other hand, don’t overcompensate and over-communicate just to prove you’re actually working. Your boss and colleagues will know you’re engaged in your work by your high-quality deliverables.

Are you ready? Let’s get to work! (Not “work”!) How do you stay efficient and focused at home?

The Secret World of Work-From-Home-Moms

 

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Does your budget reflect your values?

For those organizations whose fiscal year is the calendar year, you’re probably knee deep in budget prep for 2016. If you’re not, you should be! Budget season is one of my favorite times of year. It’s a wonderful time to look back on YTD financials and analyze what’s going well, where we’re over/under-spending and shape a budget strategy for the next year. We get to do market studies, cost-benefit analyses and tons of other number-crunching activities that only us finance-lovers enjoy. Then we get to wrap it up in a pretty package for the CEO and Board. It is ALMOST like the holidays!

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While we know that budget prep is often all about the details, it’s our job to step back and look at the big picture and answer this question:

Does your budget reflect your values?

Is it aligned with the strategic plan? Your strategic plan is your road map to achieve your mission over the next 1-5 years. Do you all have one? (I hope everyone out there is emphatically nodding yes!) This should be the document you reference whenever you need a gut check – Is this new project the right thing to do right now? Should we apply for this grant? Maybe we should create a new program? That’s not to say there isn’t room for flexibility – oftentimes opportunities come up that are a perfect fit for the organization and simply can’t wait until the next round of strategic planning – but it helps us avoid mission creep and distraction.

Your budget needs to reflect this plan. If we don’t have money this year to start a new program, then we should wait for funding, rather than jeopardize the health of our current programs. If we’re planning to grow our adult education initiative, have we budgeted the appropriate funds to do so? Think of the strategic plan and the budget as inseparable BFFs.

Does it include enough infrastructure support? I know what you’re all thinking: Is she talking about…overhead? GASP! Yes, I am! Overhead, or infrastructure as I prefer to call it, is vital to the success of your programs. The structure of the current 990 and the mentality of most of the nonprofit world (including donors) is: spend money on programs, not on overhead. But let’s think about what “overhead” includes: financial reporting, auditing, professional development, technology, fundraising, program evaluation, and tools. Irresponsible, frivolous expenses? Not by any stretch of the imagination! I’m often disappointed with organizations that boast 5% overhead rates and their staff haven’t seen a new computer or training class in a decade. I’m simultaneously disappointed at those who fund private jets and lavish employee retreats, but good news – there is a happy medium!

Ensure that you have proper financial oversight and that your staff have sufficient technology and professional development opportunities to do their job efficiently. A happy and healthy organization means an even greater impact on those you serve – and that’s a powerful story to tell your donors.

Now that we’ve got the big picture out of the way, let’s talk details. If you’re lucky enough to be in the trenches of budget preparation, here is a handy budget checklist to keep you on track:

5 months before FY end

  • Begin composing your strategic plan. Engage employees at all levels across the organization for input through all-staff roundtable sessions, surveys or departmental meetings. This stage is crucial preparation and engagement time for the organization – the amount of effort you put in now will directly reflect employee engagement and buy-in next year.
  • Draft your budget template and make it insightful – be sure to include last year’s budget, this year’s projections and a column for the new year’s budget.
  • Ensure budget line items correspond with your chart of accounts – make any adjustments now.

4 months before FY end

  • Finalize the strategic plan draft and distribute to department heads.
  • Distribute budget templates to department heads with clear instructions on filling out.

3 months before FY end

  • Schedule meetings with the department heads to review their budgets.
  • Dig deep and look at the big picture – What’s our cost per program? Cost per client served? Is this level of growth sustainable? Do we have a fundraising plan to support the expense budget?

2 months before FY end

  • Finalize the budget.
  • Get Board approval. The timeline can vary based on your board meeting schedule but please, please, please get board approval on your strategic plan and budget. The level of detail you provide can vary based on what your board wants to see but at a bare minimum, I suggest high-level detail by department (programs, development, finance, etc).

1 month before FY end

  • Begin preparing to close the books.
  • Set up your monthly budget and get it into the accounting system.
  • Distribute the budget to all department heads and communicate it to all employees.

January 1

    • Happy New Year! Let’s execute!

 

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Nonprofit lessons from Mount Everest Base Camp

Five years ago this month, my husband and I embarked on our honeymoon adventure across the globe to trek to Mount Everest Base Camp. We initially thought we’d go to Belize – I still have the Fodor’s Belize guide on my bookshelf – but once I realized I’d travel to Nepal shortly thereafter for work, it was a no-brainer. We could go to the beach anytime, but an adventure to the world’s tallest mountain? Once in a lifetime.

We flew to India less than twenty-four hours after our nuptials then caught the next flight to Kathmandu where we spent a few days exploring, before flying to the world’s most dangerous airport, Lukla. It’s not exactly how most newlyweds begin their life together (essentially camping for two weeks, sans showers) but it was the perfect leap into marriage for us.

I thought, as a tribute to this amazing trip, I would share a few tidbits from my journal as well as life lessons learned (which are also applicable to the nonprofit world!).

Day 1, Kathmandu to Lukla:

This morning we woke up, ready to brave the flight to Lukla and begin our trek. The domestic airport scene was chaotic but we managed to trail after our guide and make the flight. The plane was tiny – room for only fourteen people – but the airline actually had a flight attendant on board to pass out caramels and cotton balls, presumably to stuff in your ears if the pressure bothered you. The place was rickety and old, many seat belts didn’t work and it was HOT. The flight was relatively uneventful thankfully but landing in Lukla really is as scary as they say, especially when we noticed the thick cloud cover as we approached the airport. The runway is very short and ends in a large brick wall, so if the brakes fail, you’re toast!

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Lesson learned: Trust that your leader (the pilot) will forge the right path for your organization.

Day 2, Lukla to Namche Bazaar:

We had to cross many suspension bridges along the path today and I was terrified. I’m not afraid of heights but there’s something about walking across a swinging, shaking football field-length metal structure, hanging hundreds of feet over boulders and rushing, freezing water that makes me nervous. My husband, of course, trotted across them taking pictures left and right while I tiptoed across, scared silly.

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Lesson learned: We all approach problems differently but often with the same end result. Respect others’ approaches so together you can be successful.

Day 3, Namche Bazaar:

This morning we rose to the sounds of Lady Gaga at the Liquid Cocktail Bar downstairs around 5:30am. Breakfast was scrambled (powdered) eggs, fried potatoes and toast which my husband loved and talked about for days. After breakfast we hiked outside of town to a mountain village about 350 meters above Namche to check out the world’s highest airport. The word “airport” is a bit generous, as it was really just a massive field, and when we finally huffed and puffed our way to the top, the visibility was less than 50 feet. It was a big disappointment but did make for some interesting photos and decent acclimatization to the elevation.

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Lesson learned: Sometimes the journey is more important than the destination. Put forth 100% effort into the trek and you may be surprised by the end result.

Day 6, Lobuche:

The first part of the trek was fairly level, but then we hit it: a very rocky ascent, no clear path, very steep and never-ending. And we were at well over 15,000 feet. It was by far the most grueling part of the entire trip. At the top of this killer mountain, we found dozens of graves and memorials of people who’d died on Everest – the scene of these memorials surrounded by the killer peaks was incredibly serene.

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Lesson learned: Get some perspective. For us, this was a quick jaunt to Base Camp on vacation, while for others this was a site of death and memorial. Honor others’ experiences.

Day 7, Mount Everest Base Camp:

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Lesson learned: Immerse yourself in victories, large and small. Put down the phone and take time to reflect on your triumph and lessons learned before your next adventure.

 

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Meetings: From Ineffective to Efficient

Ah meetings. Aside from emails, they are probably the bane of any 9-to-5’ers existence. At the beginning of a new job, meetings are a great way to get to know your colleagues and take copious pages of notes to help you learn the ropes, not to mention they fill that empty time when you don’t quite have your own projects yet. Fast forward a few months, though, and you have a full to-do list, an exploding email inbox and not enough time in the day to effectively handle it all. Then, the ever-dreaded meeting request pops into your inbox and you’re one step away from losing it.

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Why do we react that way to meetings, groaning to our colleagues as we plop down at the conference table for the fourth time that day?

Because meetings, when not managed properly, are a colossal waste of time and energy. Organizations need collaboration and face-time, but leaders need to work harder at maximizing this time together so everyone walks away feeling accomplished.

For starters, here’s how:

  1. Stop having meetings for the sake of having meetings. I know we get a lot of emails too, but if you simply need everyone’s okay on a decision you’ve already discussed, send an email and be done with it.
  2. Set a time and agenda and stick to them. Unless it’s a strategic brainstorming session, meetings should not last more than an hour and should have defined structure. We tend to repeat ourselves or digress after sixty minutes when we could be back at our desks working on our action items.
  3. Change up your meeting location once in a while. Your office, the conference room, Starbucks and the cafeteria all create different vibes that will keep the group feeling fresh and energized. Caffeinated beverages don’t hurt either.
  4. Close those laptops. I know many people take notes on their computer but it may not always be the most effective. Other meeting attendees can get distracted by the clickety-clack of the keys and the question of whether or not that person is actually listening to you as their face is buried in their laptop. For the note-taker, it can be hard to ignore emails popping up on the screen, especially if you’re not actively engaged in the meeting.
  5. Honor your attendees. As an introvert, I often shut down during meetings filled with extroverts who are thinking aloud and spouting out ideas left and right. I spend those meetings jotting notes and thinking to myself, but my ideas often go unheard because by the time the extroverts are done, the meeting is over. As leaders, we need to honor the different personalities in the room – ask the introverts for their opinions when you notice them thinking quietly, ask the room to silently think for a couple minutes before tossing out ideas.

Bonus: Have you heard about the walking meeting? I have yet to try this but love the concept. We all have heard that sitting is the new smoking but it’s truly hard to avoid. I am a big note-taker so I wonder about the logistics of jotting down ideas for further consideration or remembering action items.

Edited to Add: I found this great article about choosing the perfect meeting venue. Let’s all get out of the office for a meeting this week!

Have you had a walking meeting and what was it like?

What is your favorite, most productive meeting experience? What about the worst or most inefficient meeting you’ve ever attended?