
16:00
Please introduce yourselves here! Name, org, location!

16:27
Jason Shaad, Charter School Growth Fund, NC

16:28
Davina Martin, Year Up, Chicago

16:32
Hi Karen, from Girls, Inc!

16:32
Vanessa Johnson, Director of girls inc of YWCA Nashville & Middle TN!

16:34
Hi I'm Kate Cochran, Upaya Social Ventures, Seattle and Bangalore

16:35
Karen, Girls Inc. of Central Alabama

16:36
Laurie Sanders, MedSend Charlotte NC

16:37
Lisa Machesky, Oakland Literacy Council, Metro Detroit

16:38
kelly Shannon, University of Illinois at chicago

16:40
Christa Gannon, FLY, Bay Area of California

16:41
Catherine Lee, Kamehameha Schools, Honolulu

16:41
Hi Lisa!

16:42
Nancy Davis (she/her) Portland Oregon

16:42
Linlin Liang, United Way Suncoast, Tampa fl

16:42
Shyheim Snead, Obama Foundation, Washington, DC

16:43
Mike Curtin, DC Central Kitchen, Washington, DC

16:43
Gail Augle, Communities In Schools of Chicago

16:43
Wendy Lewis, The Parkinson Council, Philadelphia

16:44
Crystal Hill, Urban Institute, DC

16:44
Rebecca Coker, FMA, Oakland, CA

16:44
Erin Brooks, Accelerate Institute, Chicago

16:44
Sanda Balaban, YVote/Next Generation Politics, NY

16:45
Nicole DelPrete, Person Centered Care Services, Staten Island NY!

16:46
Oklahoma City

16:47
Cathy Leslie, EWB-USA, Denver

16:47
Tracy Nicholson, PhD Virginia

16:49
Shanice Wilson, PCCS, Staten Island NY

16:49
Liz Chipman Concord, NH

16:49
Claude Imbault - San Francisco Parks Alliance

16:50
Hillary Burkett, Youth Villages (Corporate, Memphis, TN)

16:50
Randi East Berlin Library Pennsylvania

16:51
Eric Arnold, Hale, Boston

16:51
Laurie Johnson, Nonprofit Management Center of the Permian Basin, Midland, TX

16:52
Shreya Malena-Sannon from PASE in New York City

16:52
Joshua Gilstein, Indiana University, Bloomington

16:53
Audrey Thomas, Deborah's Place, Chicago

16:53
Nikki Macdonald, PhD from Victoria, Canada

16:55
Dr. Leisa Herrera, New Jersey

16:55
Marilyn Neece, South Asian Helpline and Referral Agency, Artesia, CA

16:55
Hi Christa!!

16:55
Brady Misustin, Refugee Services Office, Salt Lake City

16:55
Robin from Pennsylvania

16:57
Rachel Fagg (Rah-shay) from Philadelphia, PA

16:59
Audrey Jacobs from Atlanta, GA

16:59
Julie Clark, Business Volunteers Unlimited, Cleveland, Ohio

17:00
Naama Ashkenazi The Rothschild Foundation Israel

17:00
Anne Peyton, Yellow Brick Road, Vermont

17:03
Trish Oakes, Willow Creek CA

17:04
Kalinda Bogue Boulder, CO

17:05
Sasha Cooper, New York

17:06
Deneen from NYC/NJ

17:07
Karen Marlatt, Valley Oak Children's Services, Chico CA

17:07
Stefanie Cacciotti, PCCS, Staten Island NY

17:08
Bill Abrams, Trickle Up, New York

17:09
Michelle Bemis, TGR Foundation - A Tiger Woods Charity, California

17:09
Tiffany Garcia, BCHA, Lauderdale Lakes FL

17:10
Karen Singer Evanston IL

17:13
Helen Blanch, Wildwood, FL

17:14
Cristina Yanez, Girls Inc of Orange County, Costa Mesa, CA

17:15
Mary Alice Walsh, Ridley Park Library, PA

17:15
Lori Kolb, Educators for Excellence, NY

17:16
Emily Zacharczyk, Haverford Township Free Library, Havertown, Pa (suburb of Philadelphia)

17:16
Jim Fong, NAAAAP Boston - Boston MA

17:17
Susan Weinrich New York Council of NOnprofits

17:19
Pam Estes, Boys & Girls Clubs of Laguna Beach, CA

17:22
Hi Nyia Morrison, Children's Librarian for the Free Library of Philadelphia

17:24
Bonnie Wentworth Oakland CA

17:25
Carolyn Boyd, Chattanooga, TN

17:27
Dan, Westford, MA

17:27
Liz Heath, Sound Nonprofits, Tacoma, WA

17:28
Zach Lam, City College of San Francisco, San Francisco CA

17:29
Nanette Wade, Development Centers. Detroit, MI

17:30
Terra Delaware

17:30
Heather Elliott, Addiction Services of Thames Valley, London, Ontario, Canada

17:30
Patricia Evans from Vancouver BC Canada

17:33
Nancy Owens, Housing Vermont

17:33
Tiffany Kehoe S:US long island, NY

17:37
Rob Revitte, Maryland Institute College of Art, Baltimore

17:37
Carol, Lynnwood, WA

17:42
Ruth Browne, SD President Ronald McDonald House New York

17:42
Anita Teague, Community Development Center, Shelbyville, TN

17:43
Shauna Klein, UJA Federation of Greater Toronto

17:44
Katie from Upper Moreland Free Public Library

17:52
Colleen Flynn, Aspen Leadership Group, Boston, MA (formerly City Year)

17:57
Amy Coughenour from Cadasta Foundation in Washington DC

18:00
LLeweLLyn Cooper Leadership for Educational Equity

18:02
Alice DonnaSelva, Intentional Endowments Network, Concord, NH

18:03
Nurul, Net Impact Chicago

18:03
Alabama

18:06
Heather Carmichael, My Friend’s Place, Hollywood CA

18:16
Kim, Community Action Center, Pullman, WA

18:22
Joe Doctor, National Board for Professional Teaching Standards

18:24
Kelvin Turner, Operation Smile - Virginia Beach, VA

18:24
Global Nomads Group, NYC (but I’m in Driggs, ID!)

18:27
Tyler Radford, Humanitarian OpenStreetMap Team checking in from New York

18:31
Patricia Woods, MedSend, SC

19:04
Punky Pletan-Cross, Hale Kipa, Hawaii

19:14
Paige Ponder, CEO, One Million Degrees, Chicago IL

19:16
CCT Boston

19:19
Hello from Houston! Mary Claire Walther with Dini Spheris

19:52
randy MedSend chicago

20:35
A reminder - we'll share the slides and recording within the next day!

20:41
Justine Craig-Meyer, St. Louis MO

20:41
Lee Hart, Better Future Forward, Chicago

21:02
Ranelle Randles, Social Venture Partners, Boulder CO

22:16
From Catherine Fynes, Benefactor Group, Columbus, OH

22:39
yes!

22:57
hello all - Kevin Thor, Operation Smile, based in the Philippines/currently in South Dakota

23:23
Moving workers home without planning for culture and group dynamics

23:31
Chose wrong venue to apply for PPP so ended up missing 1st round funding.

23:35
Decision about who worked from home during crisis and who had to be on site.

23:38
Oversharing some info with my team that caused stress and pressure

23:43
we had to make decisions about intakes and it felt all wrong.

23:50
Figuring out how to handle PTO and comp time

24:02
we didn’t hold a board meeting or poll the board before applying for the PPP, which they ultimately decided not to accept even though we were approved

24:02
waiting too long to make decisions

24:09
Made the decision not to furlough anyone and use all PPP funds for staff which may limit ability to change staffing going forward

24:10
Defaulting to command and control leadership

24:19
Deciding who was "essential" and had to come to our office occassionally (E.g., pick up mail & donor checks)

24:40
Deciding what expenses are still essential vs. which to hold off on during a deliberate spending slowdown

24:50
All this focus on HR shortfalls speaks to lack of risk management and having contingency plans in place, e.g. for disaster recovery

24:51
Not staffing a clear team for programmatic changes / responses

24:52
Pausing work that should have continued through the crisis

25:21
Very funny!

25:24
I like it--the cartoon

25:26
Brittany, I feel that one!

25:27
levity is always appreciated

25:28
That comic worked. Very funny

25:29
the cartoon is so true...lol! When I am awake, I am stressed!

25:30
Good giggle

25:31
I like the use of humor here

25:38
it normalizes this

25:38
Lyn Hakeem, Louisiana

25:41
Levity works for me!

26:09
Hi Colleen you are breaking up and Meera appears to be talking but I cannot hear her.

26:23
no break up on my end

26:28
Hi Nyia - sounds seems to be working fine for me

26:47
Time management decisions have been less effective

26:55
no sound problem here

27:00
Hi Nyia, thanks. i'm not speaking right now - do you want to try joining the audio through your phone?

27:32
I can hear Meera now.

28:29
Having everyone work virtually has escalated our number of meetings. We didn't set in place good ways to manage the burden of increased meetings and emails.

29:08
Michele B--same for us!

29:16
Yes Michele B!!!

29:24
Michelle B - same here

29:38
Applying quickly for PPP and getting it

29:43
Pivoting business model to cover 19 relevance.

29:45
Switched course on PPP and got it on 2nd run.

29:49
Quick pivot to delivering program virtually to continue to support our participants.

29:50
We decided to give out emergency aid to those that needed it

29:50
Moving forward virtually with larger participation in program than before.

29:50
very quick pivoting of services and focus

29:52
A decision about how to pursue new business development, taken after lots of collaborative discussion and reflection - not rushing.

29:52
Paying all PT staff even though they are not working

29:52
Quickly choosing remote technology and training volunteers

29:53
Globally our teams have really been amazing in making an orderly transition to remote working.

29:55
Prioritized our team support and funding

29:55
Incredible success in moving to distance learning

29:56
using telehealth

29:56
My team has been very flexible with working from home

29:59
Living our "for teachers, by teachers" value in making changes to core program

30:00
Moving all summer sessions to virtual classroom format

30:02
We are seeing unprecedented cooperation between different agencies, governments etc.

30:03
A very quick decision to make a fundraiser virtual in early March

30:04
Reaching out to partners to check in with them, make sure we’re in touch, mutually supporting

30:06
Providing small stipend to staff to acknowledge additional operational costs they now have to bear.

30:07
Switched to virtual programs & services.

30:08
Created a strategic interim team with key leaders of the board.

30:08
Yep! Pivoting on service delivery; engaging systems partners early

30:08
Comunication by senior leadership has improved so much during this crisis

30:08
transparency around scenarios

30:09
we paused on-site programming before we had to and therefore did not scramble getting technology necessary to wfh into our staff hands.

30:10
persistence in getting PPP; pivoting volunteer services to online and supporting older members to use technology

30:13
we are still paying everyone their full pay

30:15
we made the decision on March 13 to send everyone to work from home until May 1st...already extended it, but glad we set it for a month and a half at the beginning instead of revisiting every 2 weeks

30:15
Daily emails from our Managing Principal, refocus on connecting and supporting clients

30:22
we all worked together well to keep delivering services.

30:24
offering opportunities for strategic exchange that helped people think beyond what we risk losing - abundance, not just scarcity

30:36
Monthly staff meetings are helpful.

30:37
focusing on deciding things based on actual need of position

30:41
consistent compelling communications

30:42
all staff have been kept with full pay

30:44
Holding community conversations in place of webinars for our membership, getting access to PPP, decided to step back from daily activities, regroup on short term and long term strategy

30:50
Switched to agile planning approach

30:51
formed a board committee to review and adjusted, applied quickly for CARE loan (and received), allowed staff to work from home, set up weekly staff/board Happy Hour (30 minutes) to just kick back and visit.

30:54
Clear and consistent prioritization of safety, wellbeing and continued employment of staff

31:01
Love that abundance lens Doris!

31:08
pivoting to meet immediate needs of people we serve and also planning for long term remote learning

31:12
Transparent communication with staff.

31:16
updates to the board. weekly staff meeting

31:30
Keeping the mission front and centre is always a good way to maintain focus

31:47
collaboration on how to serve our students virtually/mobil

31:49
Bi-weekly updates to the Executive Committee.

32:15
Thanks for sharing, Etta! Would love to hear examples of how your values informed decision-making, either here or via email (colleen.brosman@bridgespan.org)

32:20
Decision to financially support our scholars quickly was important and essential to those women

32:33
early in this crisis, we were running our meetings over time a lot. Someone raised the negative impacts that had on people who were coordinating childcare schedules (and privileging folks without children) and so we recommitted to being on time and restructured our meetings to do more problem solving and less updating to use our FaceTime to the most value.

32:40
Used pulse surveys to collect real-time data and make adjustments along the way

41:09
Assume good intent; own yourself--some of additional team values we have

41:12
Guiding principle: Include diverse voices across staff levels and those we serve

41:26
can you unpack one of these a bit more. ...i'm not quite following the either/or choices

41:34
One guiding principle could be considering the programmatic impact sort and long term - will what you do now strengthen the organization in the longer term, e.g. will you capture the learning to inform future decisions

41:37
Sharing guiding principles and core values with our members/constituents really increased their connection and buy in with our mission. It was great for deepening relationships-especially before we ramp up our fundraising efforts.

41:38
I found these very useful and have adapted them to our scenario planning and am using them with staff and board

42:07
Include and value diverse voices, don't just include for photo or to check a box

42:49
under financial sustainability we also included managing risk in our decisions

43:09
Another we use is "mine for conflict"

43:29
Important to not conflate "how we deliver" with the desired result - keep the end in mind

43:56
Across all these principles, I find it important to be intentional with your approach

44:18
always important to frame decisions with principles and values for all stakeholders

44:24
feminist principles - including 'nothing about us without us'

44:44
Also, these guiding principles also have different priorities depending on the decision: We run child care centers, so the protection of our mission piece has been really difficult for us as we look to reopening. We will not reopen if we cannot provide the quality and nature of care that families chose us for, even if it means we are reducing earned revenue.

48:32
A very important note from an attendee - lots of folks are disproportionately impacted by crises; BIPOC communities, trans individuals, low-income communities, and others

48:38
thank you Eli!

48:41
I am finding that some people are very hesitant to make decisions right now. I find it challenging when I see decisions that need to be made, but no one is making them!

48:48
point on making assumptions etc explicit is important - often, what is NOT said is as/more important as what is not said/ made explicit

49:34
Yes! I think urgency is our enemy here. We need to be agile, but rushing doesn’t get us the quality decisions we need.

50:10
On the other side of being hesitant to making decisions, I also notice there are also very rapid decision-making take place in order to be responsive as fast as possible. I find it better to be proactive rather than reactive.

50:13
Find very helpful beginning conversations with what we are not and what we are deciding. Considering how that might look for the Board I sit on for an independent school

50:20
sorry of course I meant 'more important than what is said/ made explicit' :-)

50:39
something needs to be included I think about the extraordinary level of uncertainty in which decisions are made...this is why decisions and operating assumptions needs to be monitored and adjustments made quickly as possible; that may help w/ the hesitancy to make decisions. Done better than perfect.

50:50
I like this

52:06
can you walk through an entire example of how to apply this framework to one hypothetical decision please?

52:12
It's coming up next!

52:25
great, thanks!

52:39
Good point about one final decision maker

53:04
so this framework should be applied once the decision-making process is made clear and the scope of the decision..

53:16
There are some frameworks for group decision-making (used judiciously) - e.g., majority or plurality vote, gradients of agreement, etc

53:19
also important to set expectations that everyone needs to stand by and support the decision made

53:46
Great point, Shawn - we're going to talk about that in "decision follow-through"

54:39
Wouldn't HR recommend and COO approve?

54:44
This can certainly apply to any decision-making process - including those involving the board

55:03
is there an "approval" role in this? HR for legal? general counsel?

55:06
@Patricia - certainly could be for different orgs

55:09
I see it now!

55:11
sorry

55:52
Do you ensure that this process is transparent? Everyone knows who is providing input, recommending, deciding...

56:20
This is a great tool. Some of my department heads have struggled to provide input and this is helpful to explain to them why it is important. Also to clarify what kinds of decisions they can be the decider for and which ones need to go to board or to me as the ED

57:28
This process seems similar to MOCHA

57:38
we used RAPID in a pre-planning global strategy process and it helped the board to understand its role as 'decision maker' and create the space for staff from across the organisation (and their partners) to provide input and recommend.

58:22
MOCHA is another decision-framework: http://www.managementcenter.org/resources/assigning-responsibilities/

58:23
pre-COVID process - apologies for all the "typos", it is getting late in Nairobi :-)

58:42
Any decision-making process would have to change based the process. It seems you are suggesting a decision process but in community-based NPOs client services there is a high level of discretion in providing services to clients. I would suspect that clients needs drive decisions during the pandemic.

58:47
Awesome tool! Very clear and transparent to all stakeholder

01:01:54
so you have a good decision flow chart tool with trigger points?

01:03:02
That's exactly right... RAPID = for a decision / point in time, MOCHA = more of a project management tool

01:06:45
We have done a lot of “naming” about tension that comes up when people raise issues or concerns that are being perceived by some as annoying or delaying a decision. This helps us just say aloud what is happening and why it is value. e.g. “I know this was difficult because we feel like it is important for us to decide this right now. So-and-so’s questions are really important for us to answer before we move forward so we can understand the long-term impacts of this choice. I really want to thank everyone for taking the extra time to think this through so we can understand our choice fully and make sure it aligns with our principles.”

01:07:09
how do you balance "decision focused meetings" with maintaining social connection and communication needed during these times on a more personal level

01:07:31
Great content! Practical tools! Thankyou. Responding to the Pandemic is reminding us of organizational practices that made great sense before the Pandemic and will make the same great sense in an uncertain future.

01:07:47
Also checking in with people at the end of the meeting and in one-on-ones about how it went if the vibe seemed weird.

01:08:33
Decisions need to be grounded in the organization's mission

01:08:33
RE: social connection—we have a few opening rituals for our regular meetings (sharing good news, watching a cute animal video, etc.) that allow us to do the relational thing, but make sure it only takes a certain amount of time and not the whole meeting.

01:08:50
protect space. yes. good.

01:09:20
ahhh, yes, thanks for clarifying.

01:09:32
Examine decision "attractors," "outliers" and what was expected to be said but not.

01:09:52
It is important to allow adequate time in meetings/ forums for laying the groundwork in an org used to quickie decisions. Yes, rituals can help

01:10:27
A great workshop. Thank you.

01:11:09
like that…good decision now better than perfect one later

01:11:20
Thanks. I will use this to make better decisions.

01:11:58
point 16 is so important to build/ maintain trust

01:12:22
I will think more about proactive communication and not re-opening

01:12:23
Love this. Any thoughts on how to best socialize a less than popular decision once it is closed?

01:12:26
i will review this deck with my leadership team, it's a great refresher and helpful during these times. thanks so much. aloha!

01:12:26
Point 15

01:12:27
Decision setup - naming the decision and clarifying roles in advance. important to enable focus in a complicated time!

01:12:29
Will definitely use the tool for clarifying roles, so valuable!

01:12:31
Making the decision best for the organization overall rather than individual units!

01:12:45
appropriate roles, communicating to those impacted and support post decision. thank you for a great workshop[

01:12:50
I think proactive communicating processes and outcomes of decisions being made and tracking those outcomes

01:12:55
Thanks for the workshop - helpful!

01:12:55
Thank you, this has been very useful.

01:13:02
We'll share recording and slides within the next day!

01:13:04
Planning for execution is something that needs more attention

01:13:10
Planning for Execution and doing Follow-Up. If I don't like the situation, I have trouble with these two.

01:13:13
the set up piece was very helpful

01:13:18
This gives me a really god idea about how to run our next board meeting...talking about WHY we did what we did, instead of WHAT we have done

01:13:23
I will review our current guiding principles to see how they may need to be adjusted in these times

01:13:24
thank you very much, both to the 'presenters' and to everyone sharing their reflections and experiences on the chatbox

01:13:26
Defining roles has been very helpful

01:13:31
Thank you.

01:13:33
Thank yoU!

01:13:33
Thank you!

01:13:35
This was great! Thank you!

01:13:36
They give good guidance for balancing decision making across a small team with a car group of seniors and younger program folks who are looking for guidance but also want to have input

01:13:36
Yes, Mike! Love that idea.

01:13:36
Thank you so much!

01:13:38
Thank you!

01:13:39
thank you. stay safe.

01:13:39
have a beautiful day everyone

01:13:39
Thank you

01:13:41
THANK YOU

01:13:44
Thank you!

01:13:44
Great presentation. Thank you.

01:13:46
THANK YOU!!!

01:13:48
Thank you.

01:13:49
Thank you to presenters and participants!

01:13:50
Thank you!

01:13:50
Incredibly helpful insights, thank you!

01:13:50
thank you

01:13:50
thank you!

01:13:52
Thanks very much

01:13:58
Thank you!

01:13:59
thank you all!

01:14:01
Look forward to applying so much to my team meetings going forward. Thank you.

01:14:04
Thanks again.

01:14:08
Cheers!