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TABLE OF CONTENTS Page ACKNOWLEDGEMENTS 1. EXECUTIVE SUMMARY 2. PURPOSE OF FEASIBILITY REPORT 3. ALCHEMY PROJECT BACKGROUND AND STRUCTURE 4. METHODOLOGY 4.1 Consultation Framework and Process 4.2 Consultation Participants 5. FINDINGS 5.1 Leadership Development - Issues and Needs 5.1.1 The Not for Prot Sector 5.1.2 A Good Leader 5.1.3 Leadership Development What Boards and Management Can Do to Support Leadership Development in Organisations 5.1.4 Leadership Development What Role Staff Can Play in their Own Leadership Development 5.1.5 Young People in the Sector and Leadership Development 5.2 Leadership Development - Opportunities 5.2.1 Collaboration 5.2.2 Mentoring 5.2.3 Reection 6. PRIORITY AREAS AND RECOMMENDATIONS 6.1 Leadership Role and Capability at Board and Management Level 6.2 Human Resource Development 6.3 Self-Awareness 6.4 Diverse Experience 6.5 Building Relationships 6.6 Recommendations: Conclusion APPENDICES Appendix One - Methodology Logistics and Limitations 4 6 6 7 7 9 12 13
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37 38 39 42 46 48 52 53
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ACKNOWLEDGEMENTS
FAR Social Enterprise acknowledges the funding support for The Alchemy Project provided by the Westpac Foundation. We wish to acknowledge especially the contribution made by the many consultation participants from the not for prot, corporate and government sectors. For reasons of condentiality, the individuals and organisations who participated in the consultation will not be named. FAR Social Enterprise also thanks: The Sydney Mechanics School of Arts (SMSA) for their pro-bono support of this project The individuals who submitted case studies and Jane Kenny of the Sydney Community Foundation, Doug Taylor of United Way and Roger West of WestWood Spice for their continued guidance and inspiration as The Alchemy Project Steering Committee. Jo Taylor (Director) David Hardie (Program Coordinator) Jenni iloski (Program Ofcer)
A note on FAR Social Enterprise: FAR is a social enterprise founded by Jo Taylor and Jackie Ruddock. Having worked extensively within the not for prot sector, Jo and Jackie work with a number of specialist consultants to deliver a range of capacity-building and strategic projects within the not for prot, corporate and government sectors. They specialise in working with organisations that are at key points or at crossroads in development, and are looking at a range of sustainability questions and options. FAR believes in being accountable, transparent, progressive, sustainable and effective. Our organisations goals are to develop collaborative strength-based interventions focusing on management practices, adaptive leadership and engaging in innovative philanthropy. By generating an income through advice and the implementation of management practices and adaptive leadership programs, FAR has been able to also pioneer several pro bono initiatives for the social change sector.
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1.
EXECUTIVE SUMMARY
The Alchemy Project Feasibility Report documents and analyses the ndings of the cross sector consultations undertaken to explore leadership development issues, needs, challenges and strengths (including opportunities) within the not for prot sector. A total of 42 individuals (from 29 organisations) from the not for prot, corporate and government sectors took part in the consultations. The ndings outlined in this report are drawn directly from the discussions that took place in the various consultation forums. Consultation participants discussed their perspectives of the current state of the not for prot sector to provide context for their consideration of its leadership development issues and needs. When asked to identify the main challenges facing the not for prot sector, including those characteristics that were hindering its development of leadership capabilities, participants highlighted the following: ! the sector is held back by the perspective that its role is just about doing good ! Limited funds and time are not available or not being allocated to staff development ! there are many examples of poor human resource practices ! there are limited career paths and opportunities for staff movement and progression, particularly in smaller organisations ! the sector has little time to focus on learning or reection. People were also asked to consider their experience of a good leader as a way of exploring notions of leadership within the sector, as well as the mechanisms in place to develop leadership capabilities. When the characteristics of effective or good leaders were explored, the following attributes emerged. Effective leaders: ! are able to bring people with them ! have the ability to listen and hear the perspective of others ! network and form relationships across sectors ! bring a deeper sense of purpose, meaning and value to their work ! understand the value of reection and create spaces for regular reection ! are prepared to take some risks and make difcult decisions. Therefore, what can be done by organisations and individuals to develop these characteristics? The consultations explored this question and identied the leadership development needs of the not for prot sector. These needs have been analysed and are presented through the operating framework for many organisations in the sector: namely boards, management and staff. The identied needs highlight many complementary activities that organisations and individuals can undertake to foster leadership development.
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Not for prot boards and management can support leadership development within their organisation and the sector by providing: ! strong Board direction and support for leadership development practices and programs ! an organisational strategic plan that sets an organisational direction and priorities and a context for staff and leadership development initiatives ! human resource management strategies and structures that promote reective practices throughout an organisation ! formal and compulsory performance development processes ! management support and supervision that focuses on ongoing learning, feedback and reection ! opportunities for staff to obtain advice and feedback through formal and/or informal mentoring ! opportunities for staff to gain diverse experience. The actions of boards and management are critical but will be ineffective without sector staff also taking personal responsibility for their own development as leaders. Not for prot sector staff can develop their leadership skills by: ! gaining diverse experience ! allocating structured time for self-assessment and self-reection ! developing a sense of purpose in their work ! building networks and connections ! learning by doing and learning by failing ! stepping outside of their comfort zone ! accessing formal and/or informal mentoring. In addition, consultation participants repeatedly made reference to the opportunity the not for prot sector has to foster leadership development in three ways: through greater collaboration, through formal and informal mentoring and through the process of reection. These opportunities are explored further in the identied priority areas. Finally, through analysing the Alchemy Project Literature Review and consultations, four priority areas for action for boards, management and staff have been identied: 1. Human Resource Development 2. Self-Awareness 3. Diverse Experience 4. Building Relationships Strategies for each priority area are explored and recommendations developed. Where possible, brief case studies are introduced to outline existing programs already undertaken within the sector. The recommendations for each of these priority areas are designed to encourage a call to action for the not for prot sector, and its partners, to undertake further collaborative work to help address the sectors leadership development needs.
Alchemy is a FAR Social Enterprise Project
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2.
3.
! !
The project is being delivered in partnership with a Steering Committee of representatives from United Way, WestWood Spice and the Sydney Community Foundation. The project is funded by the Westpac Foundation. This rst phase of The Alchemy Project includes: ! Recruiting a cross-sector steering committee ! Researching current understanding of the skills and leadership shortage in the not for prot sector by undertaking: o A Literature Review (completed June 2008) o Cross-sector consultation (completed August 2008) ! Development of this Feasibility Report documenting the research ndings and recommendations for potential strategies (completed November 2008) ! Development and design of at least one particular solution to be implemented in Phase Two during 2009.
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4.
1 A copy of The Alchemy Project Literature Review can be obtained by contacting FAR Social Enterprise. 2 There are 35,000 not for prot organisations in Australia, approximately 30,000 of which have less than 20 employees (source: ACCORD, The Nonprot Sector in Australia: A Fact Sheet and SEEEN and Perpetual Foundation, Contrary and Congruent Views of Leadership and Management in the Australian Social Economy) see The Alchemy Project Literature Review for additional information.
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o o o
Representatives of not for prot organisations identied by the Steering Committee or funding body as having existing leadership development opportunities that contribute to the sustainability of the organisation. People at the beginning of their career in the not for prot sector including young people (people under 25 years) and people transitioning from another sector into the not for prot sector. People in senior management positions in the not for prot sector including CEOs who have been promoted through the not for prot ranks and those that have transitioned from another sector.
Observers of the sector - Individuals from organisations who through their position come into contact with a number of not for prot organisations and could comment broadly on their observations of leadership opportunities within the sector. Corporate senior managers that have implemented successful leadership opportunities within their organisation.
All target groups were represented in the consultations. These consultations were held in August 2008 and were a mixture of: ! One-on-one interviews of one hours duration ! Two Intimate Dialogues, of two to three hours duration (one in Sydney and one in Melbourne), targeting young, successful leaders from the not for prot sector ! Two open forums of three hours duration, targeting young people in the sector; those who have transitioned into the sector in the last ve years; and those working in the sector with an interest in leadership. Once individuals had conrmed their participation in the consultations, they were provided with a copy of The Alchemy Project Literature Review in order to provide them a context for the research. Additional details on consultation methodology can be found in the Appendices of this report.
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4.2
Consultation Participants
The table below outlines the number of people who took part in the Alchemy consultations: Not specied
Not for Prot Participated in consultations 353 individuals who are engaged in a NFP organisation 29 different NFP organisations
Corporate 5
Govt 2
Total 42
RSVP but did not attend Sent Literature Review only (interested in project but could not attend consultations) Total
12
17
11
52
10
70
3 This is the total number of individual not for prot participants. The total number of not for prot organisations represented was 29 as some organisations had multiple representatives in the consultations.
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The chart below represents the percentage of individuals that participated and were from large and small not for prot organisations. There were 17 large and 12 small not for prot organisations.
Size of NFP organisation representation
41%
Large Small
59%
The chart below shows the methods of consultation and percentage of participants that engaged in those types of consultations. In total, 23 people participated in the Open Forums, 10 people in the Intimate Dialogues and 9 people attended interviews.
Participant involvement in consultations
21%
24%
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43%
Male Femaie
57%
Age Breakdown (Under 25 years: 7, 26-35 years: 15, 36 years and above: 20)
The chart below highlights the age breakdown of individuals who were involved in the consultations.
Age breakdown of participants
17%
36%
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5.
FINDINGS
The ndings of The Alchemy Project consultation are drawn directly from the discussions that took place in the various consultation forums. They are the opinions expressed by people working in (or in partnership with) the not for prot sector. They are not necessarily the opinions of The Alchemy Project Team, including the Steering Committee or FAR Social Enterprise. As The Alchemy Project Literature Review, other current research and the consultations conrm, the not for prot sector is experiencing a signicant period of change. It is also giving increasing attention to the workforce it needs to deliver on its expanding array of challenges, including greater attention to effective leadership and workforce development. Nevertheless, The Alchemy Project consultations have shown that some of the characteristics of the not for prot sector continue to limit the extent to which organisations and individuals are focusing on staff or leadership development. These identied characteristics provide the context for the leadership development ndings that follow. The consultation discussions identied the key characteristics of effective leaders. This examination of what it means to be a good leader helps inform the analysis of leadership development that follows, including the leadership development needs identied for the not for prot sector. These needs have been analysed and are presented through the operating framework for many organisations in the sector, namely boards, management and staff. The particular leadership development challenges facing young people in the sector are then discussed. The consultations also identied the opportunities that currently exist to successfully build the key elements of leadership development across the sector. These opportunities collaboration, mentoring and reection are further developed in the priority action areas, strategies and recommendations section.
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5.1
Many individuals also talk about being in survival mode and being driven by 12-month competitive funding cycles. Related to this is the view of some that funding structures only provide for funding of direct service provision and preclude the allocation of funds for capacity building programs. The upshot of all this is that many report that funds and time are not available or not being allocated to staff development.
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The sector has to focus rstly on securing funding, then on client service delivery and only then is it able to focus on people development. Not for Prot Representative
I really struggle to think of more than one or maybe two funders who were prepared to fund capacity building and development initiatives. CEO, Small Not for Prot The Government is now starting to realise that 5% to 20% is needed for administrative costs and some organisations are now including leadership development in their administrative budgets. Not for Prot Observer
Participants also talk about the effort required to meet funder-reporting requirements that are onerous and/or lack consistency. Related to this is a lack of outcome measures for tracking and reporting progress on capacity building and service delivery initiatives.
A core issue is that for effective not for prot performance, an external agency such as government should not be able to impose expectations that do not necessarily t with what the sector can deliver dening social return through evidence and outcomes is harder to do. CEO, Small Not for Prot Government funding measures numbers, outputs and outcomes and there are not good measures for social engagement and building social capital. How do you measure real capacity building and empowerment? Not for Prot Observer
Many sector representatives commented on poor (or non-existent) human resource practices which lead to unstructured work allocation, role duplication, uncertain accountabilities and in some instances, staff burn-out and high levels of staff turnover. One of the stated outcomes of this is that leadership responsibilities are being randomly allocated to the last person left standing. In some cases people report that this is how they were able to step up and prove themselves, albeit without the support they really needed. However others acknowledge that this approach to developing leaders is unsustainable. A related human resource challenge that was discussed is the limited career paths and opportunities for staff movement/progression in many (particularly smaller) not for prots.
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The limited resources, small number of staff and lack of spaces to move to are a real barrier for staff to progress in small organisations in the sector. CEO, Small Not for Prot
Some state that this is being addressed in other ways through rationalisation of the sector, however this outcome does not necessarily address the career development gaps identied by people in the sector. This sector has approximately 30,000 organisations with less than 20 staff and there will continue to be signicant restrictions to career paths in many of these organisations, especially if this challenge is viewed from a single rather than cross-agency perspective.
Small, efcient organisations need to be able to build capacity in different ways we need creative partnerships to build these dialogues. Not for Prot Observer
When discussing the lack of funding and proper human resource practices, some also point out the related impact of having no time to focus on learning or reection. They note that some organisations are so caught in survival mode that they do not provide the space for reviewing how the organisation is progressing, the lessons being learnt or the factors impacting on its operating environment. Some also point out that this is a challenge across the sector:
What the sector really needs is a professional institute that would provide a place to reect, network and obtain peer feedback and support. Not for Prot Representative
It is important to note that while the challenges outlined above are typically seen as barriers to leadership development, in fact they can be reframed as challenges that can be creatively overcome. More simply they are not excuses for not taking action.
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Leadership also includes the ability to listen and hear the perspectives of others those both internal and external to the organisation. Effective leaders know what they dont know and understand the value of hearing the voices of others. They are able to step back, listen and observe. They recognise the value in stopping from time to time and asking some key questions. This is to stop and check that they have not lost sight of the big picture as well as to provide clarity to their team to make sure that others are still with them on their journey:
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Before you take action, even if you think you understand, stop make sure you have consulted, and most importantly that you have listened. Not for Prot Representative
Leadership is also about communicating effectively at many levels, including networking and forming relationships across sectors:
Dont lose sight of the fact that this is all and always about people and relationships so invest in them. Young Leader, Large Not for Prot
People note that these relationships serve different purposes the effective leader understands the value of developing relationships with allies and condants4 having groups of like-minded people to network with and be challenged by:
Always remember your purpose. Pay a coach, nd mentors, develop condants, believe you might be wrong and that you might be right.
Know the difference between a condant and an ally and keep checking this out. Young Leaders, Not for Prots
In the consultations, participants also noted that effective leaders bring a deeper sense of purpose, meaning and value to their work and it is this that often sustains them during challenging times.
4 In this context the denition of allies and condants reects the adaptive leadership work of Harvard Professor Ronald Heifetz as outlined in Leadership on the Line (2002). Allies are people who share many of your values or strategies and can be valuable members of your coalitions but they operate across boundaries and have a range of loyalties. Condants have few conicting loyalties and provide you with a place to be completely open and honest they also tell you what you may not want to hear.
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Leadership is SERVICE. Be clear about who you are and what you wish to contribute to the world. In essence be true to yourself. Know who you are and why youre doing what youre doing - this will sustain you in your position and help keep you on track when your Boards goals, your lack of time, overwhelming workload etc start to deplete you. Not for Prot Representatives Integrity. Act with integrity in all that you do. Be true to your values, your potential, your sense of purpose. Never tell lies. Operate transparently, acknowledge errors made, reward your people appropriately. Be ethical in whatever you do in your leadership role, regardless of whatever situation you are in. Young Leaders, Not for Prots
Within the consultations, many people highlighted the importance of reection in developing as a leader. There was much discussion within the interviews and sessions that leaders understand the value of reection and create spaces for regular reection in the professional and personal aspects of their lives. This includes learning from varied experiences and a deliberate focus on reecting on failure the things that have not worked out as planned.
Give yourself time to continually question and reect on why you are doing what you are doing and then go for it! Young Leader, Large Not for Prot
Its not about getting it right all the time you learn as much from the mistakes as you do from the successes, so dont be afraid to make them! Trust yourself. Not for Prot Representative
Related to this space for reection, people highlighted a focus on the self, that is, an understanding that looking after oneself is not just wise but an essential part of maintaining purpose and vision. This includes a focus on ongoing selfdevelopment, leading by example and demonstrating real commitment to ones own leadership development:
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Take care of self to inspire others into action to lead an organisation. Leadership of self, others, organisation and in that order. Ask for what you need to support your development if its not available at rst, ask again. Not for Prot Representatives
While the effective leader brings people with them and consults widely and often, this does not mean that they are indecisive. In fact, people highlighted there are times when leaders need to act decisively and be prepared to take some risks and make difcult decisions. They have a strong sense of direction yet are able to change direction when this is necessary.
Dont be wedded to your own rightness.
Finally, some noted that effective leaders are not necessarily in formal management roles and in fact, are able to effectively exercise their leadership capabilities from various roles and levels in an organisation.
People in formal management positions arent necessarily leadersa leader is different to a CEO. Not for Prot Observer
In summary, from these consultations, people reected that effective leadership within the not for prot sector is about: ! empowering others ! building relationships within organisations at all levels, and cross sector ! not always having the answer ! holding to purpose ! making time to critically reect.
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5.1.3 Leadership Development What Boards and Management Can Do to Support Leadership Development in Organisations
The organisational context for leadership development starts with the governance structure of an organisation. Therefore, within the consultations, people were asked about their current issues and needs in relation to organisational structures and leadership development. During The Alchemy Project consultations, participants voiced concerns over the role of not for prot sector boards5. It was an issue that arose regularly, and these concerns relate to both the capability of boards and the structures of governance that underpin their operation. It is clear from the participants that the leadership capability of the board sets the tone for the overall leadership capability of an organisation and boards which have few characteristics of effective leaders are unlikely to drive highly effective organisations.
Recognising, promoting and encouraging good leadership starts with the Board. CEO, Large Not for Prot
Others commented that skills and expertise gaps in some not for prot boards mean that some managers and staff do not receive the direction and/or support they need from their board. For some organisations this results in a lack of direction, for others it impacts negatively on the motivation levels of management and staff, and for others it results in poor role clarity. The impact of these skills gaps are exacerbated by unclear accountability structures and governance responsibilities, and a lack of training for board members.
Boards have become less and less democratic. Accountability is key. My Board does not clarify roles and structure. They need to be held accountable. Young Leader, Intimate Dialogue Boards dont have accountability. Board members get elected on specic skills but dont necessarily have Board leadership skills. Not for Prot Observer
5 In this capacity boards refers to governance mechanisms also known as Committees of Management and Committees of Governance etc.
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Therefore, strong board direction and support for leadership development is critical and some organisations comment on the interest, support and resources that are provided by their boards for staff and leadership development programs.
The role of the Board is to provide resources, support, direction and skills capacity. Open Forum Participant
We have real support from our Board members, they are involved in our programs and are interested in our staff they come and sit in on team meetings. HR Manager, Large Not for Prot
This commitment from the board provides a strong sense of legitimacy for leadership development activities to be implemented throughout an organisation. More specically, leadership development is more likely to occur in organisations where the board and management have in place: An organisational strategic plan (including a plan for skills and leadership development) which is appropriately resourced and supported by ongoing demonstrated Board and senior management commitment. Human resource strategies and structures that promote clarity in purpose, role and accountabilities. This includes clear role descriptions, open recruitment practices and formal induction. Formal performance development systems incorporating goal setting, annual professional development plans and six monthly progress reviews for all staff. Management support and supervision and a culture that encourages feedback, reection and ongoing learning at all levels of the organisation.
Participants highlighted that these are not components that are negotiable depending on the size and resourcing levels of a not for prot organisation. Rather, they are core to the development of an organisations leadership capabilities. Some larger not for prots (typically with access to greater resources) have also been able to introduce additional elements to their leadership development programs. These include more formal professional development and training programs informed by staff surveys and other consultative forums. Similarly, through the project consultations it was highlighted that there are other leadership development needs that the management of not for prots can address for minimal cost. Two of the strongest themes emerging from the consultations were the need to focus on reection at the organisational and personal level (this is explored more fully in 5.2.3) and a desire for mentoring at varying levels (see 5.2.2).
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Management can encourage a culture of reection by creating reection spaces for staff. This may be undertaken through forums such as regular staff meetings, structured time for self-reection and/or the establishment of peer networks within or across organisations. They can also encourage staff to reect both internally (e.g. on their role and progress within an organisation) and externally (e.g. on the relationships that they and their organisation have with other agencies/sectors). It was reported that the need or desire for mentoring is widespread in the sector. This need is expressed in various ways and can include formal and informal mentoring, within or cross-organisation mentoring and within or cross-sector mentoring. An important message for organisations is that there is a strong desire from staff to share ideas and obtain feedback and advice from a more experienced individual, ideally outside of their formal management structure to ensure a more honest process. This can be formally provided through an organisational mentoring program but equally can be facilitated through the establishment of networks that provide the space for informal mentoring relationships to form. Managers of not for prot organisations also need to consider how they can best meet the strongly held need for staff to gain a diversity of experience reported by those consulted. The opportunity to take on new responsibilities, gain experience in different roles, on different projects, and in different organisations/ sectors, is seen as important ways of gaining diverse leadership experience. It may also act as preparation for assuming more dened leadership positions. Not for prot organisations that have limited capacity to provide this diversity of experience can explore ways of partnering with other organisations to provide opportunities for staff movement and exchange. They can also examine how work within projects and roles is allocated and link this to the professional development plans of staff. These ndings clearly highlight from participants a variety of issues and needs and suggestions of how not for prot boards and management may provide an appropriate framework to drive leadership development in an organisational context. In summary, to support leadership development boards and management may provide: ! ! ! ! ! ! Strong board direction and support for leadership development practices and programs An organisational strategic plan that sets an organisational direction and priorities and a context for staff and leadership development initiatives Proper human resource management strategies and structures Formal and compulsory performance management processes Management support and supervision that focuses on ongoing learning, feedback and reection Opportunities for staff to obtain advice and feedback through formal and/or informal mentoring
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These actions provide a strong framework for effective leadership development. However it was also noted within The Alchemy Project forums that such actions are likely to be ineffective without sector staff also taking personal responsibility for their own development as leaders. This is developed further in the next section.
5.1.4 Leadership Development What Role Staff Can Play in their Own Leadership Development
The development of leadership capabilities does not start when an individual assumes a position of authority in an organisation. Nor is it something that just occurs at particular stages of ones career. This was particularly highlighted within the Intimate Dialogue consultations, where people aged under 30 years in leadership positions discussed their progressive movement through the sector. Participants highlighted there is a great deal of commonality in what individuals require to develop as leaders regardless of the career stage they are in. The picture that emerges when sector staff analyse the things they need to foster their development is one that often complements what organisations need to do. It also demonstrates again that many of the needs do not require a signicant nancial investment from the organisation or the individual. In detail, the picture developed from the consultations includes a number of suggestions. It was highlighted that staff need to gain diverse experience, ideally crosssector but at least cross-agency and in different roles. The rapidly changing nature of cross-sector relationships (with both corporate and government) means that individuals who have direct experience in different sectors can bring a range of perspectives to their decision making and are well-equipped to bring these different worlds together. To effectively develop as leaders, staff need to have structured time for selfassessment and self-reection. If it is not available within their organisation, or some other professional context, it was suggested that an individual can take responsibility for their development and create their own space and time for reection. This space to reect provides the opportunity to set and assess progress against goals; to think about achievements, learnings and failures; and to plan future action. Examples of reection undertaken by people in the consultations were: ! ! ! ! ! Undertaking personal leadership and other development programs Having a network of people to share ideas and challenges with Taking the time to step away and create some thinking space Using a formal space and structure (reection leave, feedback forums and support and supervision) provided by their organisations Maintaining a work-life balance so that they consciously created time for selfreection.
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Some highlight that individuals also need to be self-aware, understanding the role their values play in their decision making and in how they form judgments. Ideally they will develop a sense of purpose and be intrinsically motivated by the value of the work they undertake.
If you are going to be a positional leader you need to be a personal leader rst. This is how you function as a person your values, how you think and act and it needs integrity. You need to demonstrate your personal capacity rst and have balance. Understand peoples values framework, morals and your sense of identity. Not for Prot Observer Always be true to who you really are develop your own leadership style and trust it against all odds. Not for Prot Representative
The ability to develop and maintain effective relationships is seen as a core attribute of effective leaders and building networks and connections provides an ongoing opportunity to be challenged and stimulated by peers. It also provides an opportunity to observe what others do and to learn from their actions. Organisations may not provide the structure for such networks and individuals in the sector talk about how they can establish these themselves:
I am part of a learning circles group a support group where you share where you are at and the challenges you are facing. Networks are important - what you need is a sustainable model where self-directed learning can take place. I create networks of people put them in my bag previous signicant managers have been really important. Young Leaders, Intimate Dialogue
Being an accidental leader, when having to step-up as needed, is common when organisations are stretched for resources, and many individuals note they have developed quickly as leaders by just getting in there and trying things out. In essence they are learning by doing and/or learning by failing. Ideally this will be in a supported environment with guidance, direction and a recognition that mistakes will be made.
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Related to this is the need for staff to develop by stepping outside of the comfort zone of their usual environment, thereby potentially gaining exposure to new ideas.
You need to step outside of your boundaries, take yourself out of your comfort zones and see what can be done differently. You can learn as a leader in a range of ways and you need different options that link together not just university courses but experiential ones. Not for Prot Observer
This can be in a workplace context by taking on new challenges in terms of projects or roles or organisational responsibilities. It can also be outside of the work environment through formal programs of development including leadership programs. Participants of leadership programs typically talk of the value of such programs as being able to help them to look at things differently and get other perspectives by building awareness and the ability to reect and reframe.
The real use of the leadership program was that you get to step outside and take the time and have the space to think. Young Leader, Large Not for Prot
Regardless of whether it is part of a formal structured program or a professional relationship that develops in an informal manner, many individuals state they need to be able to access formal and/or informal mentoring. They note that an effective mentoring relationship provides encouragement, belief, support and challenge. It can also provide a further reection space and an opportunity to test ideas. People talk openly of varied experiences with mentoring, including recognition that there are no guarantees of a successful mentoring relationship regardless of whether it is formally set up or develops informally. Participants who spoke most positively of mentoring use words like connection, advice, support, questioning, challenge and networking. They have been able to build trust and the relationship continues because it has mutual benets. Finally, individuals will also ideally be beneting from regular feedback, structured performance management, supervision and coaching. In other words they will be receiving comprehensive management support.
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When a person shows they are capable of doing their job well they are given more roles or responsibilities instead of being mentored to do new things then you have so much work that you cannot take time off to attend training. Staff need to be looked after as well as clients there are all these programs for clients and none for staff. There is not enough money to attend training they just nd funds for people to enrol in leadership courses. Young People, Open Forum
This issue was explored in more depth with a group of young sector leaders who articulated the real challenge in stepping up and assuming leadership responsibilities without having breadth of experience or clear direction and support from their board / management.
6 FAR Social Enterprise, The Alchemy Project Literature Review, (June 2008) pp 4 and 11
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When I started working with formal organisations I was given a lot of responsibility very quickly and that worked in two waysit gave me condence and then constant learning curves. Young Leader, Intimate Dialogue
While the young sector leaders were highly motivated, pleased to be identied as someone with real potential and willing to step up, they also acknowledge that sink or swim was not a sustainable approach and simply led to burn-out.
I was suddenly put in the position of managing a big teamlittle support was provided in management and how to manage the people as they transitionedI was not always supported in the basics and there were different expectations. I really struggled trial and error went on for a bit too long. You are given responsibility and show that you can step up and take it on. Then it becomes expected, give it to her, shell do it. Show capacity and you become the one they rely on for one thing or lots of thingsyou burn out. Young Leaders, Intimate Dialogue
Young people also discussed how dictatorial or strongly hierarchical approaches to leadership demotivated and disempowered them and they did struggle to get their voices heard in the structures of some workplaces.
People have ageist viewswithin senior management I am very young. Its an interesting place to sitsenior people with 20-30 years of experience and trying to transfer their way of leadership that isnt so respected. The younger people are not wanting the dictator leadershipthey want to develop their own style. Emerging leaders dont care about hierarchy and dont need the title, its hindering and limiting to be caught in the structures. I feel my own leadership within myself is better than leadership in some organisations organisations dont have capacity to support staff and are stuck in the past. Its very hard to question the people above you there is no space in the organisation to bring up issues. Young Leaders, Intimate Dialogue
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Some noted their organisations and/or managers were not able to give them the guidance they needed and so they simply sought this elsewhere. For example by: ! establishing their own informal networks of support with peers from other organisations ! obtaining an informal mentor or coach ! observing and learning from leaders in other spaces (e.g. volunteer work) giving themselves a space to reect outside of work.
There is not enough space in our organisation to reect so I do it in personal time. I feel like I need space for reection both in a work space and outside. You pick leadership skills from what you have seen other people do in the past. Coaching early on in my not for prot career- I paid for it out of my own wallet to get the professional supervision to deal with the ethics of what you deal with. I had strong mentors both consciously and unconsciouslyprofessionally set up relationshipssomeone you get to know and you bounce ideas off each other. Young Leaders, Intimate Dialogue
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5.2
Consultation participants repeatedly made reference to the opportunity the not for prot sector has to foster leadership development through greater collaboration, through formal and informal mentoring and through the process of reection.
5.2.1 Collaboration
Partnerships and collaboration are widely seen to be important and benecial and the desire for collaboration is widespread in the not for prot sector. The challenge (and opportunity) is working out what can be put in place to facilitate collaboration within the sector and in relationships with government and corporate sectors/agencies. The evidence from the consultations, which is also supported by research7 undertaken whilst completing the Literature Review (June 2008) highlights there is currently a strong sense of competition, not collaboration, within the not for prot sector. It is reported that this is driven by competition for funding, ghting for survival and a lack of clarity on what collaboration might look like.
The nature of funding is to compete to deliver the same services - what we need is a collaborative model. The not for prot sector is engaged with helping but it is not driven from collaborative partnerships. Open Forum Participants There appears to be this big versus small battle with small/medium size organisations losing funding as bigger organisations get favoured. Not for Prot Sector Observer
However, there were some examples discussed of partnerships or networks forming, such as on a regional basis and of consolidation through larger not for prots taking over smaller agencies. There is also a desire for further opportunities for connections and partnerships to be explored, which is potentially being hindered by a lack of successful case studies and the fear of losing organisational identity. Similarly, there is a desire to work more collaboratively with the corporate sector and to learn from this sector. Less clearly articulated is how this could, or should happen.
7 SEEEN and Perpetual Foundation, Contrary and Congruent Views of Leadership and Management in the Australian Social Economy (2007)
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Corporate management is seen as what we should be aiming for. Effective, efcient and ethical community management is often about the same skills (as corporate) which is people skills. Young Leader, Intimate Dialogue
While corporate partnerships are widely discussed, there are mixed views in regards to the benets of partnering/collaborating with this sector. Some highlight key learning opportunities from the corporate sector, such as: the value of investment in capacity building, including training and development
The not for prot sector has plenty of dreams but not discipline. Corporate measures its successand impact. If the not for prot sector can learn anything from corporate it is discipline and delivering. Open Forum Participant
! !
the diversity of available career paths that value management and leadership skills as well as subject matter expertise.
Other people within the consultations, however, expressed real concern about the broad application of corporate sector practices to the not for prot sector. They note the danger in direct sector comparisons and describe imposing models from one sector to another as simplistic and patronising.
The solutions (we need) are long term but the expectation is that you can get short term xes from the corporate sector. Open Forum Participant Corporates want completely different things than not for prots. You should not compare yourself with corporates using the same measures. Young Leader, Intimate Dialogue
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The nature of the relationship with the government sector is also changing with some discussing the need for more collaboration with government and others advocating strong lobbying and inuencing of government.
The sector needs to push and government needs to accept that training needs to be allocated and included in budgets. Open Forum Participant
Funding is often the key issue that arises when discussing the relationship to the government sector. There are many concerns expressed over government funding processes (e.g. short-term funding cycles, onerous reporting requirements, that funding for training and development will not be supported and that they encourage competition and a silo approach rather than collaboration). These concerns dominate discussions about the relationship to the government sector and limit the extent to which many can consider what collaboration might look like with the government sector. A related issue to collaboration, and one that may provide some insights into how it might be facilitated, is the wide-held recognition of the value of staff gaining cross-sector experience, and that greater movement of staff across all sectors would be benecial.
Crossing over between sectors should be encouraged, embraced and offeredso all worlds are coming together. Open Forum Participant
Such a movement of staff between sectors was seen as something that would build understanding, break down barriers and help demonstrate potential new career paths.
We need to partner better with government for example via a cross-sector development scheme whereby staff start in the not for prot sector and rotate to the government sector to encourage movement into and out of the sectors. HR Manager, Large Not for Prot
Gaining cross-sector experience is seen as an important aspect of effective leadership development and the relationships that form as a result can also help break down the perceived barriers between sectors. For example, individuals who have transitioned from the corporate sector to the not for prot sector highlight the similarities in the leadership and other skills required to operate successfully in each sector. These sector leaders also note that a real barrier
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to cross-sector collaboration and staff movements is the focus on perceived differences between the sectors and that one of the key learnings from their transition is that the sectors are not as different as many people think.
We need to increase the level of exchange between corporate and not for prot to build individual learning and break down perceived barriers. It should be seen as a positive to want to go between corporate and not for prot. The skills gained from being a leader in the not for prot sector should be acknowledged in corporates. CEO, Small Not for Prot At times I felt a real lack of respect of my capabilities from corporate partners who would pass judgment on my capability because I was in the not for prot sector. In fact I often had more corporate experience than them. CEO, Small Not for Prot
The widespread recognition that collaboration within and across sectors is needed presents an opportunity that is best tackled from a variety of perspectives. The existence of programs that facilitate the movement of staff across not for prot organisations as well as into and out of other sectors would send a very strong message that collaboration can happen. It would also contribute in a practical way to providing an opportunity for staff to gain quality diverse experience a key identied need in developing leadership capabilities.
5.2.2 Mentoring
Mentoring is widely discussed as an important component in developing as a leader and there is a range of perspectives on what a mentoring relationship could, or should look like.
Mentoring is what everyone says they want but this needs to be examined further what is it that people actually want and is having a mentor the best way of getting that? Not for Prot Representative
When discussing the value of mentoring, people tend to highlight the opportunity it provides to stop, reect, share ideas and obtain feedback. For example, young people in the sector discuss mentoring in the following context:
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Mentors that not only teach but challenge. Being able to talk to someone about the challenges and have support. An objective mentor or coach if your mentor is internal it can potentially be harder to be open external to the sector could provide new perspectives. Not just having a boss but a mentor. Mentoring that links up and coming leaders with existing leaders. The mentor and the individual need clear roles, responsibilities and structure and mentoring outcomes need to be measurable. Young People, Open Forum
Mentoring is seen as potentially benecial at various levels and from various sources, e.g. organisation to organisation (within and cross-sector), sector leader to sector leader, within projects and within organisations (formal leader to new employee, experienced person to person at beginning of career). Participants reected that their experience of mentoring takes place both formally and informally. For example, some people talked about formal mentoring opportunities, such as those that are arranged by their organisation and typically include a structure for the relationship and some form of organisational support, such as training and the allocation of time for meetings. On the other hand, many people discussed their experience of informal mentoring. Young leaders in the not for prot sector reected that informal mentoring can take place outside of organisational structures and is typically maintained by the strength of the relationship.
Speaking to a friend that is a CEO provided me with support. What helped most were mentors key supporters that offered belief. I had some disastrous experiences with conscious mentors Ive created networks of people who fall into the mentor relationshipnot structured but they are part of the journey. Some might be surprised to know they are mentors. Impartial coaching from another person when their intervention has been about personal and individual development as opposed to just organisational. Young Leaders, Intimate Dialogue
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When discussing what leadership development might look like for the next generation of leaders in the not for prot sector, various consultation participants highlight the potentially valuable role that mentoring can play as part of a structured program of development. For example, Open Forum participants discussed a leadership development program that would incorporate formalised mentoring at various career phases. At the beginning of ones career the focus of the mentoring could be projectbased, supporting a structured learning program that provided exposure to different areas within a large not for prot organisation. It might then also incorporate formally shadowing a leader within a smaller not for prot to compare and contrast the two organisations and approaches. As ones career progressed, the formal mentoring would continue as a way of extending networks and facilitating ongoing reection. Then once someone had extensive experience in being mentored, they could take on responsibility for mentoring someone themselves, thereby helping to sustainably build a mentoring culture within the sector. Two sector CEOs also identied the opportunity for a program that brings together a group of experienced individuals, providing them with cross-sector executive experience over two years within a formal structure incorporating inductions, mentoring and six monthly performance reviews. The mentoring component would be drawn from a partnership with the corporate sector taking the best of their thinking and applying this back in the not for prot sector. Such a program would expose emerging sector leaders to areas and experiences that their current organisations cannot provide.
This program is a means of identifying, examining and critically testing leaders in the sector. When individuals show the passion to want to develop as a leader this can show them the pathway it would allow individuals to gain an understanding of the pathways for growth. CEO, Small Not for Prot
5.2.3 Reection
The importance of having the time, space and capacity for reection was repeatedly highlighted in the consultations. The term reection was articulated in different ways and meant slightly different things to different people. Primarily, people talk about wanting a space away from busy work environments to think about their experiences in a structured way, focusing on goals, achievements, failures and learnings.
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You need the time and space to reect failures are overlooked and buried need to learn more from individual and organisational failures. CEOs cannot reect to their Boardsthey need space to think out loud to meet once a month and talk through issues. Not for Prot Sector Observer What helped my development was a reection process when I was in a space which allowed me to try things out. I realised my abilities and what I can do. I was hindered by the lack of space to reect on the role of the organisation, what to work towards and internal and external factors. Young Leaders, Intimate Dialogue
In general, reection was described as a process that may also include (or be linked to): ! gaining self awareness (of what you dont know and your strengths and weaknesses) ! networking (including peer discussions such as learning circles) ! receiving support and feedback (including regular support and supervision) ! mentoring and coaching. Reection was primarily discussed as something that could be undertaken by an individual. However consultation participants also noted the individual process would ideally be supported by an organisation encouraging a reection culture and providing: ! a clear intention or purpose for the reection ! structured time for self reection to occur ! a framework for goal setting and feedback.
Organisations need to take people out of the busy-ness and give them experiences to develop their emotional and spiritual intelligence - and opportunities to reect. Having reection time off site can help people see the connections between initiatives. Not for Prot Sector Observer
As was the case with mentoring, when discussing what leadership development could look like for the next generation of sector leaders, various consultation participants highlight the important role that reection can play as part of a development program.
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Young sector leaders identied the potential value of bringing together people from across sectors to share experiences with a shared purpose in a formal, ongoing reection space. The group would receive training to help build a coaching culture as well as support from their own organisations to report back on how they dealt with particular situations. However, importantly, the participating individuals would drive the group learning, not necessarily the organisations.
It would be about gaining personal insight through asking powerful questions as opposed to structured mentoring. A sustainable model where self-directed learning could take place. Empowering the group to nd their own needs. Underpinned by a philosophy that it is okay to fail celebrate and learn. Young Leaders, Intimate Dialogue
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6.
A note on the recommendations about management practices and competencies It was evident throughout the consultations and whilst undertaking research (including the Literature Review) that there is a strong cross over between management and leadership. Although this study and therefore the priority areas and strategies are focusing on leadership, it is recognised that positional leadership also requires essential management skills and competencies. It is also acknowledged and recognised that leaders who are going to be managers require a range of practical skills and a good knowledge of areas such as organisational theory, governance and the legislative context.
8 The Alchemy Project Team appreciates the organisations and individuals providing these case studies who have agreed to be identied in this report. Further information including contact details for the organisations/individuals can be obtained by contacting FAR Social Enterprise.
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6.1 PRIORITY AREA ONE: Leadership Role and Capability at Board and Management Level
Although the Alchemy Project did not focus specically on boards in the consultations, the participants identied that the support and actions of boards are an important part of supporting leadership development.
6.1.1 Board Strategy boards providing strong leadership direction and support around leadership development through practical understanding, skills and experience
It was highlighted that the commitment of not for prot boards to leadership development can be demonstrated in a number of ways. One example is by the board having appropriate skills and capabilities, including an underlying understanding of human resource management. Another support mechanism boards may offer is by having access to expertise in leadership development, either via specic board members or pro-bono support. Board members may also review their membership specically looking at skills and experience in relationship to leadership development. By doing so, board members may acknowledge areas they need to develop, and can also hold each other accountable in setting the tone in maintaining and obtaining relevant skills and expertise. This may be particularly powerful when developed in line with individual and organisational leadership development opportunities and needs for an organisation.
6.1.2 Management Strategy a strategic plan for the organisation with an internal as well as external focus and a corresponding budget line
Management of not for prot organisations can develop a strategic plan, endorsed by the board, which includes an internal focus, with specic human resource strategies, including leadership development and skill based competencies. It acknowledged that many organisations have strategic plans in place, either already covering such issues, or in some cases may benet from a specic refocus in this area. For example, by having a budget and resource allocation associated with the specic leadership development strategies, an organisation optimises on being able to deliver, plan and grow their commitment to leadership activities for boards, management, staff and if relevant, volunteers.
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The existing research highlighting the role and capability of boards and their governance structures in supporting leadership development could be collated, analysed and discussed in order for the sector to determine whether further research into the extent of board leadership capability is required.
6.2
It is recognised that core to the effective development of an organisations leadership capabilities is the existence of a comprehensive approach to human resource development. This is not just about day-to-day human resource practice, it also includes an approach to competency development and leadership development that is informed by the strategic direction of the organisation and supported and enabled by the board.
6.2.1 Management Strategy - Ensuring comprehensive human resource development strategies and structures are in place
Not for prot management is responsible for the development and implementation of strategies and structures for human resource development as specied and endorsed by the board in the strategic plan. Such systems, policies and procedures are there to provide clarity in roles and accountabilities. They ideally include processes for structured management support and supervision to be delivered at all levels of the organisation. Within the model, the board is responsible for providing this support to senior management and the management is responsible for other staff. The strategies and structures can be further reinforced through appropriate training and staff inductions. CASE STUDY9 Oxfam: The transformation of their human resource management practices
The primary goal for staff learning and development at Oxfam Australia is to support the achievements of the agencies strategic change goals through enabling individuals and teams to better carry out their present and likely future responsibilities. To do this the Learning and Development program works with and through people to build strong supportive relationships based on mutual trust and respect, facilitate strong performance management and mutual accountability and learn from our monitoring and evaluation of our programs and initiatives.
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One of Oxfam Australia key priorities is to build management and leadership capabilities across the organisation. To do so we have been working with managers to adopt sound Human Resources practices through providing them with comprehensive learning pathways including, a new managers induction program, ve day training program for supervisors, coaching, mentoring, learning forums and resource development. Managers are provided with clear expectations of their roles and are performance managed and developed against these. As noted by an Oxfam Australia employee: I had no idea how BIG supervision is, before it was an add on, now I realise how integral it is to the performance of my team and most importantly the health and well-being of myself and those I work with.
6.2.2 Management Strategy - Implementing formal performance development and evaluation systems
If not already in place, management can also implement formal performance development and evaluation systems. As is recognised, these systems provide an organisation with a culture that encourages feedback, reection and ongoing learning. Performance development and evaluation systems ideally also include goal setting, personal development and core skill development plans for all management and staff. This is usually undertaken through a process of regular progress reviews. Core skills may include developing an understanding of accounting, nance-budgeting, fundraising, planning, understanding legalities/ compliance issues, communication and inter-personal skills. Additionally, staff are encouraged to take responsibility for their own learning. CASE STUDY The Shalom Institute and Social Ventures Australia: Providing skill development and leadership development for not for prot organisations
The Shalom Institute is a Jewish Adult Education service who is working in partnership with Social Ventures Australia (SVA) to deliver a Professional Development Series aimed at young Jewish adults, working or volunteering in Jewish not prot organisations. The concept and framework of the Professional Development Series, came about from staff at the Shalom Institute recognising that there were many small not for prot organisations in their network, which were nding it challenging to provide staff with professional development opportunities and opportunities for organisational growth and development due to the size of the organisation.
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The Professional Development series is a new initiative, which consists of 5 one-day interactive workshops (over a 5 month period) and aims to improve young Jewish adults professional skills and learn how to grow or optimise their organisation. It is also seen as an opportunity to give something back to staff. The ve workshop topics are: 1. Leadership & Personal Mastery 2. Strategy and Planning 3. Organisation Building & Growth 4. Financial Management 5. Skilled volunteers and board development The workshops are primarily focused on developing organisational skills, with the inclusion of a personal development workshop, as it was acknowledged that having self-awareness (including knowing your strengths) also benets an organisation indirectly. The content of the series was devised in partnership with SVA, informal conversations with young adults and CEOs afliated with the not for prot sector and a 1 page market research questionnaire being distributed to individuals in the Shalom Institute Network. The Professional Development Series aims to: Give something back to staff Create opportunities for individuals to gain professional development and Foster growth of not for prots through skill, knowledge and development acquisition
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6.3
An ongoing commitment to building self-awareness is an essential part of developing leadership capabilities for individuals at all levels of an organisation. Developing self-awareness is about undertaking activities such as reection, mentoring, active listening and stepping out of ones comfort zone that help an individual to develop an understanding of their values; their decision-making processes; and their sense own of purpose. Further, it is also often about developing a sense of purpose in their work: an underlying driver that will help to sustain them and anchor their own leadership work.
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facilitate reection, networking and peer feedback. This initiative could be adapted from the model used by the existing CEO Forums and Community Sector Leaders Forum convened by WestWood Spice in NSW. 2. An experiential cross-sector program could be designed and delivered collaboratively based on the Sydney Leadership and Q&A Adaptive Leadership Program for emerging leaders. 3. The process of reection exercise used in the Q&A Adaptive Leadership Program could be adapted, formally documented and disseminated to build reection capabilities and resources in the not for prot sector.
6.4
This priority area is about developing leadership capabilities by taking on new responsibilities, be it in differing roles, projects, organisations and/or sectors. It is about experiencing a variety of work environments, thereby better equipping an individual to bring a range of perspectives and experiences to strengthen their own leadership capabilities. For organisations, it may be about the development of mechanisms for staff to gain diverse, quality experience (including within and across organisations and sectors, where possible). This priority area can also potentially demonstrate collaboration in action: a way to collaborate in order to increase understanding, break down barriers and establish new career pathways.
6.4.1 Board and Management Strategy Provision of opportunities for staff to gain diverse experience
Those boards and management which actively develop creative approaches to providing staff with diverse experience often feel the benet of such action. This approach not only helps to develop an individual staff members skills and competencies, but also has a ow on effect to the organisation. Such an approach could include opportunities for staff to work on different roles and projects within an organisation. It could also incorporate internships, staff rotation, or secondment programs that provide cross-agency or even crosssector placements. This type of program is potentially very relevant for smaller not for prot organisations who may be less able to provide staff with experience in varied roles and projects.
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A range of participating organisations to be drawn from the not for prot and corporate sectors, with the aim of including diverse not for prot organisations, trusts/foundations and corporate organisations who have a demonstrated a tangible commitment to sector partnerships and a philanthropic/corporate social responsibility focus.
6.5
Being able to develop and maintain effective relationships is a core leadership capability. Building diverse networks and connections provides individuals with the opportunity to form different types of relationships across agencies and sectors. This experience is about sharing ideas, building knowledge and obtaining feedback and advice. Networks exist formally and informally and may be facilitated by the creation of structured networking forums and/or mentoring relationships.
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share resources, provide strong mechanisms for local input into planning and development at all levels and encourages collaboration and a partnership approach to service delivery. They also provide a strong collaborative voice to support advocacy and lobbying. The Managers Network is a current example of this approach. This network addresses strategic issues across the Macarthur / Wingecarribee region through collaboration, peer mentoring and support and a strong united voice. MacUnity is another important network which is exploring how mainstream opportunities can be harnessed to support and resource Aboriginal service delivery across the region. One of the challenges facing this model is ensuring there are adequate resources allocated to services to enable them to effectively engage in the networks. Too often individual and organisational participation and development is compromised because of under resourcing. Funding sources need to recognise the importance of this collaborative approach in strengthening service systems and in turn strengthening individuals and organisations and allocate funding accordingly.
6.5.2 Board and Management Strategy - Creating opportunities for structured mentoring
Boards and management can facilitate the development of organisational and individual relationships by creating structured mentoring opportunities for their organisations. This may be undertaken from a variety of perspectives. In this context mentoring has a formal skills-sharing component, typically around a project or the provision of advice to a targeted group or individual. This transfer of knowledge from the mentor aims to build the capability of the mentee, as well as promote shared understanding and collaboration. It can take place within and across not for prot organisations and with other sectors. It is typically accompanied by formal guidelines and structure and exists for a designated time period. CASE STUDY Australia Business Arts Foundation (AbaF): adviceBank
Montsalvat and Michael Rowe of Run Property AbaF KPMG adviceBank Award National Winner Recent MBA graduate Michael Rowe wanted to get involved in community work to keep him sharp and connected to the real world, but what he found took him back in time to the artistic legacy of Justus Jorgensen, who in 1934 had founded an artists community at Montsalvat on a hilltop in Eltham, now on the outskirts of Melbourne.
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In 2007, following a year of turmoil during which Montsalvat faced off a takeover, Montsalvat CEO Robyn Quigley was looking for a way to salvage and secure the organisations reputation and future. Montsalvat had never really had a business plan before, Ms Quigley said. Or rather it had a few, but they had never exerted inuence on the direction the organisation had taken. This time things had to be different. There had been nancial difculties the previous year that had all but resulted in a hostile takeover by a consortium of outside interests. Without a solid plan, and government support, the future was hazy, Rowe quickly grasped the essential fact about Montsalvat that it had to become more businesslike without losing its artistic soul. The aim was to create a living, thriving artistic community, accessible to the public and aiming to educate and promote cultural practice. Together Rowe and Quigley developed a comprehensive business plan, restructured the board, and most impressively secured a $150,000 Arts Victoria grant that has enabled Montsalvat to hire key staff including a marketing manager and cultural programs manager. This unique opportunity to develop a complete end-to-end plan in association with the CEO of Montsalvat gave me exposure to a much wider range of considerations than I would ever have encountered in a strictly business context, Rowe says. Rowe continues to be involved with Montsalvat as chairman, and has secured a senior position with RUN property, a public company which he credits partly to his experiences as a volunteer. There is no doubt at all in my mind that the depth of my experience at Montsalvat has added value to my career and was a discussion point during interviews that led me to attaining my current position. Benets for Michael Rowe Chance to apply MBA training and business skills Developed complete end-to-end business plan Arts experience a recruitment point-of-difference Sustained CEO and board contact Government relations and arts experience Benets for Montsalvat New strategic business plan $150,000 Arts Victoria grant secured Board restructure Financial difculties resolved Simplied organisational structure Growth plan for each area of Montsalvat operation New cultural programs manager and marketing manager
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6.6
Recommendations: Conclusion
It is clear from the Alchemy Project consultations and through the brief case studies outlined in this report, that leadership development programs aimed at emerging leaders can, and are, run collaboratively cross-sector and within the not for prot sector. Further, many of the recommendations outlined above may be implemented by organisations, by individuals or in combination. Within this study, when consultation participants were asked to devise a leadership development program, there was a great deal of consistency in the program components identied. In addition, when particularly looking at emerging sector leaders, participants outlined that ideally the program would be available in the early stages of a persons career and would also incorporate the ve Alchemy Project priority areas outlined above. Participants suggested such a program might include: ! Individuals from across agencies or sectors coming together with a shared purpose ! A space for critical reection through action learning ! Self-directed learning ! A focus on personal development (not necessarily organisation specic) ! Professional supervision or coaching. The Alchemy Project team and FAR Social Enterprise are keen to explore the opportunity to work with interested parties. Organisations and individuals are now invited to voice their interest to discuss potential design solutions and/or initiatives to commence in 2009. Please contact FAR Social Enterprise Project Ofcer, Jenni Iloski, on jenni@ farsocialenterprise.com if you know of any work already happening, that ts with the ndings of Alchemy or you are interested in collaborating and/or designing an initiative/solution.
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! Information for participants prior to consultations All participants received the Alchemy Project Literature Review prior to the consultation. Initially, individuals who had agreed to participate in one on one interviews did not receive the questions prior to the meeting. However, after conducting approximately four interviews, it became evident that providing the participants with the questions prior to the interview would facilitate more prepared and informed responses and this then occurred for the remaining interviews. ! Qualitative data The consultations were primarily discussion based and therefore the data obtained is qualitative. The documented ndings accurately reect the range of views expressed by consultation participants. The ndings are not weighted based on the number of people who expressed the views though there was signicant consistency in the themes that emerged across the consultations. Some of the language and terms used by the participants had slightly different meanings for each individual. Although the Alchemy Project team checked for meaning where possible, when collating the data it was evident that some words (e.g. mentoring and coaching) were used interchangeably and had various, albeit similar, meanings to different people. ! Method of recording, obtaining and analysing data The Alchemy Project team designed the questions for the consultations. A discussion guide was developed with the aim of drawing out individual perceptions and experience of leadership issues, needs, challenges and opportunities within the not for prot sector. The Alchemy Project and FAR Social Enterprise team members facilitated the consultations and recorded the data. The method of recording data varied according to the type of consultation i.e. Interview, Open Forum or Intimate Dialogue. Some of the interviews were conducted by one person (both interviewer and note taker), whereas other interviews had one person conducting the interview and another person writing notes. In the larger forums, when individuals were in smaller working groups, the facilitators of the groups took notes from the discussions. When analysing the data, all data was allocated codes depending on the consultation method and then data was put into themes. Themes were measured against the consultation framework in addition to themes and topics mentioned consistently.