Leadership Toolkit
Leadership Toolkit
Leadership Toolkit
As one of the five LARGE keys at the 2003 RAISE conference, Leadership has been
highlighted as a key issue for the voluntary/community sector.
This toolkit defines Leadership as ‘the ability to motivate and guide the people connected
to a voluntary/community organisation to meet its goals’.
In Section One the toolkit defines what Leadership means in the voluntary/community
sector and why it matters. It compares the job of leading a VCO to the role of the
leader of an expedition, who must think about the terrain, the weather, the skills of the
team, and the best route to the destination.
Section One also looks at the functions of a Leader and at the benefits of good
leadership. It looks at the different people who can and do play Leadership roles in
VCOs, and the skills and qualities that they need.
Section Two looks at how Leadership helps a VCO to reach its destination, focusing
particularly on how to use the vision, mission and strategy of the organisation to
encourage people to achieve its goals.
Section Three highlights how Leaders can inspire and motivate people by rallying them
round shared beliefs and values and creating a positive culture.
In Section Four, the Toolkit looks at the leadership of the change process, whether
planned or driven by crisis and gives some techniques to use to guide people to the right
destination.
In Section Five, the Toolkit briefly reviews how the Leadership role is split between the
Board and the Chief Executive and looks at the links between leadership, representation
and accountability.
Section Six suggests some ways in which Leaders can carve out the time to do ‘the big
stuff’, particularly being creative about future directions.
In Section Seven, some tools and techniques to enhance the all-important communication
skills of Leaders are explored.
And finally, in Section Eight, the Toolkit looks at learning and how the individual can
profit from their experiences, both the things which are successes, and those that
didn’t go so well. It highlights the conditions in which learning for everyone can be
encouraged.
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About RAISE
RAISE enables voluntary and community organisations (VCOs) in the South East Region
of England to influence regional policy, wherever it is made or implemented, for the
benefit of the people they serve.
If yours is a VCO in the Region, it can join RAISE for free. It can then:
• join in the election for members of the RAISE Board;
• join in the election for VCO representatives at the South East Regional Assembly.
It can also nominate people to a host of other strategic regional bodies.
In this way you and your VCO get a grass roots perspective into regional policy.
RAISE also organises events, seminars, workshops and conferences. We publish a variety
of papers, guides and other publications that our members say they need. We work to
find funding for all we do so everything is delivered free to VCOs – including travel and
childcare for very small community groups.
RAISE strives to ensure that, in the Region, the voice of VCOs is heard and respected.
We demand that the sector is always treated with equity. But RAISE can only be as good
as the sector in the South East, and vice versa. So, if you are from a VCO in the South
East, get involved. We need you.
You can contact RAISE in a number of ways, and we will always be glad to hear
from you.
01483 500770
FAX us something on
01483 574439
Send us E-MAIL
to [email protected]
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About the LARGE Toolkits
At their 2003 Conference, RAISE presented five keys for the voluntary/community
sector.
• Leadership.
• Accountability.
• Representation.
• Governance.
• Equalities.
Prior to the conference, a think tank was convened for each key. This group met to agree
on a working definition for the term and discuss the key issues it presents from a sector
point of view.
At the conference, workshops were held – two for each key – giving the wider RAISE
membership a chance to put forward their views, informed by the findings of the think
tank and helped by an external facilitator/expert.
In addition, RAISE commissioned five new toolkits, each one building on one of the five
conference keys.
In common with the existing RAISE toolkits, the LARGE toolkits will act as a resource
for those involved in the voluntary/community sector - providing advice, information and
ideas in a clear, accessible format and signposting the reader to other sources which may
be of interest. The toolkits aim to help groups to take a critical look at their
organisation, identify areas for improvement and implement change. The new toolkits
each form part of the LARGE series and therefore consistent definitions have been used
for each key across the five documents. Each one is a self-contained document although
there is necessarily some overlap between the keys and so the interested reader may
find it is beneficial to obtain the full set.
Hard copies of both have been distributed to RAISE members and can be
downloaded from the RAISE website: www.raise-networks.org.uk
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Index Page
Executive Summary 1
About RAISE 2
About the LARGE Toolkits 3
Finding your way around this Toolkit 6
Toolkit Map 9
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Changing direction mid-stream 45
The GROW method and Handy’s four levers of change 46
Some warnings about the pitfalls of change 47
Risk assessment and analysis 48
Crisis management 49
Leadership styles in times of crisis 50
‘Emotional intelligence’ in times of crisis 51
Section Four summary 52
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Finding your way around this Toolkit
This toolkit is designed to help voluntary/community organisations (VCOs) to:
• Hear what some of the key writers have had to say on the subject, and view
some tools and techniques designed to handle the major issues.
Each section (apart from the brief section 5) ends with a summary page which provides a
quick overview of the main points. The sections do not have to be read consecutively –
the document has been broadly designed to allow the reader to dip in and out when they
need to find out more about a particular topic. The toolkit map should be used to guide
the reader to the areas of most interest and relevance. Throughout the document,
readers will be signposted to other resources and further sources of information. There
are also tools such as checklists and activities which we hope will encourage critical
analysis and inspire change.
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The different elements of the Toolkit are designed to be as self-standing as possible,
and appear generally within rounded borders. More explanatory material tends to occur
without borders.
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Toolkit Map
Understanding Leadership
What is a Leader
Who can provide it? p16 like? p20
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Leader Relationships with Key Others
Risk assessment
and analysis: p48 Making time to do the
important things: p59
Changing direction /
problem solving: Crisis management:
p45-46 p49-51 Creating a
healthy working
environment: p36
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SECTION ONE
Understanding Leadership
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Section One Why do we need Who provides
Leadership? 2 pages on Leadership? 3 pages on
What is Leadership?
Meanwhile, other VCOs have lost their way. Their reasons for existence
have been forgotten or overtaken by events. Without a clear purpose, the
people connected to the organisation lose their sense of direction and
have to decide for themselves what they should be doing, and how they
should be doing it. If the senior people are fighting among themselves,
contradictory messages are sent out, and loyalties are divided. Without
leadership, without guidance, the organisation will eventually founder.
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Imagine. . . .
What does a Leader do?
Your own ability to cope = your skills, style and personal state
There’s rarely the luxury in the VCS of doing just one thing at a time, so
the comparison with an expedition is obviously a simplified one. VCS
leaders are usually dreaming up one project, planning another, crisis
managing a third and finishing a fourth all at once……
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Why do we need Leadership in the VCS? (1)
A very good question, and one we sometimes find difficult to answer
because so many of us instinctively prefer the principles of joint
endeavour, shared decision-making, equality and empowerment. We can be
suspicious of the whole concept of leadership because we think it might go
against these principles.
As VCOs get bigger, says Handy, they need to opt either for a
representative democracy’ or for a ‘stakeholder democracy’ because on a
practical level, not everyone can be involved in everything.
As the VCO develops, the volunteers who did run everything also tend to
appoint paid staff, including eventually, a chief executive and senior
managers. Again, there is little point in paying their salaries if they are not
allowed to exercise any responsibility.
Further Reading
‘Understanding Voluntary Organisations’,
by Charles Handy, published by Penguin Books
Pages 79 & 133.
ISBN: 0-14-014338-6
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Why do we need Leadership in the VCS? (2)
A 40-year old charity had got into desperate financial straits and Case Study
the trustees decided the solution was a hard-nosed senior manager
from the private sector who would drive up income and cut the
costs. The strategy was a success for the first couple of years, as
all the staff cooperated with the efficiency drive. Unfortunately,
the trustees and the director forgot that they needed to thank
and praise the staff for their efforts and they thereby created a
bitter, disaffected workforce.
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Section One Why do we need Leadership Qualities:
Leadership? Last 2 pages 2 pages on
We will see in the next few pages that we can learn some valuable things
from the literature, but one idea we should immediately dismiss is the idea
that we need a few big, charismatic personalities to take on chief executive
roles and provide us with leadership.
In fact, leadership can come from all quarters, and different contexts
need different kinds of leadership. For example:
The volunteers who start up a new project and through hard work and
persistence, get the initial funds to set up a new community-based initiative
The first member of staff who writes the first business plan and begins
the fundraising campaign that eventually lead to the establishment of a
substantial new voluntary organisation
The chief executive and/or the senior managers who keep a larger, more
established organisation going successfully
The chair and board members who provide the governance function for a
VCO, whether at start-up or through to maturity
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What are the characteristics of ‘Leaders’?
This Toolkit has so far deliberately steered away from the question of what
leaders are like in terms of personality. This is because much of the
leadership literature seems – perversely – unhelpful and disempowering. The
distinct impression is that only a tiny percentage of people can aspire to being
a leader, given the huge lists of special skills and larger-than-life personal
qualities required.
Professor John Storey of the Open University Business School has tried to
debunk this literature by talking about how ‘inflation’ has happened to the
leadership claims. His theory is that researchers ask existing leaders about
their distinctive personal qualities, and the leaders wax lyrical about their own
abilities. The researchers are only too happy to ‘discover’ that the leaders
have extraordinary attributes, and as a result the accounts of personal
heroism become more and more embellished over time. Professor Storey
suggests that people in authority also find it more palatable to believe that
they are special than to believe they were promoted by chance.
At the LARGE conference in 2003, RAISE members came up with a list of key
leadership values rather than characteristics. There was a clear consensus on
the most important values. In ranked order they were:
1. Vision
2. Honesty
3. Respect
4. Creativity
5. Flexibility
6. Productivity
7. Learning/Personal Growth
8. Achievement/Success
These seem to offer much more fruitful lines of enquiry, and later sections of
the Toolkit explore these values and behaviours in greater depth.
‘Leadership in Organisations:
Current issues and Key Trends’
Further Reading
edited by John Storey, published by Routledge, London 2004
see pages 19 - 22.
ISBN: 0-415-31033-4
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What can be said about Leadership qualities?
For his book (see previous page) Professor Storey surveyed the mainstream
leadership literature and dismissed the hyperbole about charismatic
personalities and ‘superman’ type skills. However he concludes that there do
appear to be three generally-accepted behavioural requirements and
capabilities for leaders. These are what he calls:
• ‘Big-picture sense-making’
• ‘Ability to deliver change’
• ‘Inter-organisational representation’
Helpfully, two out of three of these tie in neatly with the leadership skills
of visioning, creativity and innovation prioritised by RAISE members at the
2003 conference!
Notice, however, that both Professor Storey and RAISE members are
talking in terms of behaviour and capabilities rather than about personality
traits and personal attributes.
Now we can talk about what leaders do, how they might need to act, what
their behaviour might look like, and what skills they might need in various
contexts.......In other words, we all have the potential to be leaders
sometimes.
One theory says that we must firstly understand the context in which a leader
needs to operate, and from that, identify the particular skills and behaviours needed
in that context.
Another theory says that leaders must first understand the competences they need
to demonstrate (ie. the particular mix of knowledge, skills and behaviour that need
to be displayed in order to perform a particular job).
A third strand of thought begins with organisations, and asks if individuals can
actually change them, and if so, how.
Some new theories focus on what ‘followers’ want from leaders and with how power
can be exercised in a legitimate way.
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What Leadership does your VCO need?
Stage Two is to clarify some key points about the context in which this
work will be done and the department/organisation in question:
Stage Three is to ask ‘In the light of this information, what will this
potential leader need to be able to do?’
Stage Four queries ‘In order to do this list of things, what will this
potential leader require in terms of:
• Knowledge?
• Skills?
• Beliefs and values?
• Behaviours?’
This information should give you a good basis for a job description and
person specification for the job you have in mind.
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Section One Activity: Defining a leader’s Section One
job spec: previous page Summary; 2 pages on
There is some research, however, from the NHS, local and central
government agencies about what UK public sector workers would like to
see from their bosses. The researchers, Beverly Alimo-Metcalfe and John
Alban-Metcalfe, say their opinion surveys generated an impossible but
very interesting ‘wish-list’. The behaviours sought from UK public sector
leaders were:
They said this list showed that staff are most interested in what their
bosses can do for them. But it also showed the importance of shared
vision, collaboration, partnership working, shared responsibility and
creative thinking – all things that resonate in the VCS.
in ‘Leadership in Organisations’,
edited by John Storey, published by Routledge, London,
2004, p177-178.
ISBN: 0-415-31033-4
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‘Principle-centred Leadership’
Although Section Three deals with the issue of values and beliefs in detail,
this introduction would not be complete without some reference to the
question of the personal values and principles of leaders. One American
approach that we in Britain might find a little over the top, given that we
tend to have a more secular and down-beat approach to things, is put
forward by Stephen R Covey.
• Be proactive
• Begin with the end in mind
• Put first things first
• Think win-win
• Seek first to understand, then to be understood
• Synergise - don’t compartmentalise your life
• Sharpen the saw - ie hone your skills and look after yourself
Further Reading
‘The 7 Habits of Highly Effective People’, 1994, and
‘Principle-Centred Leadership’, 1992,
by Stephen R Covey
published by Simon & Schuster, London.
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Section One – Summary
Understanding Leadership
• Research into what public sector staff want from their seniors backs up
the idea that people are primarily looking for support and
considerateness from their leaders.
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SECTION TWO
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Imagine. . .
Achieving clarity on the vision and mission
of the VCO
In this analogy, the expedition leader would probably be the expert, the person
who had been to the top of the mountain before, and who was the most skilled
at climbing mountains. The job would entail showing the expedition members
how to get to the top of the mountain, and guiding their activities and
behaviour so the whole party got there safely, efficiently and in a timely way.
It would also include encouraging the team members to keep going and
maintaining their morale.
In the everyday context, the job of the VCO leader includes reminding people
why the organisation exists and what it is there to achieve, as well as guiding
people about how to set about realising these goals. A good leader will also
think about how to enthuse people and maintain group morale.
‘vision’ Page 25
‘mission’ Page 26
‘strategy’ Page 28
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Creating or reinforcing a ‘vision’ for the VCO
The ‘vision’ describes the ideal or aspirational goal for which your VCO is
working.
All of these phrases say quickly and simply what is the ultimate aim of the
organisation. They use language that everyone can understand. They sound
purposeful and ambitious.
If you want to inspire the people who are connected to the VCO and encourage
them to give their best, why not try to create a vision statement to sum up in
a pithy way what you are there to achieve? This can be very useful both
internally and externally.
At internal meetings and events, you can use it to remind people of the
direction in which all their energies need to be channelled.
It can be useful at external events, when people say, ‘So, what do you
do? ’and you know you have only a few moments to capture their
interest.
Creating a Vision
The process has to involve your users, your staff and your
volunteers, as well as the Board and the senior management Activity
because everyone has to feel personally committed to the
vision.
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Section Two Creating a Vision Establishing Strategy:
Previous page Next page but one.
In the meantime, however, it should give the Board, the chief executive
and senior managers – as well as other people with a stake in the VCO – a
clear idea of whether particular activities or clients fit into your remit and
are appropriate to take on, or not.
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Check out if your mission is up to date
Why not check if your VCO is still clear about its mission? If there are
lots of arguments about priorities, or resentments about particular bits
of work, perhaps confusion has crept in about what your VCO is there to
achieve.
Activity
You could go about this in two ways. Firstly, you could ask individual
board members, senior managers and others how they would sum up the
objectives of the VCO. You could then compare this information with
the feedback from members or users, and with what your last official
documents said about you. Are all these interpretations compatible with
each other?
You may find that new people had no clear conception of what the
mission is, or you may find that key groups have moved apart over time.
The discussion may well generate arguments as some people want to
move on, and others want to return to the original objectives and
activities.
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Establishing a clear strategy for your VCO
The ability to think strategically is a real gift, and a VCO that does not have at
least one person who can work out how to get from A to Z is an organisation
that is doomed to muddle along.
It sounds simple enough – working out how to get from A to Z – but whole
books are devoted to strategic development and few people find it
straightforward to prepare a strategy, or strategic plan, despite the fact that
it lies at the heart of a sound business plan.
Imagine. . .
We also said, however, that the expedition leader would be responsible for
thinking about ‘the lie of the land’, ‘the weather conditions’ and the ‘logistics’ of
the trip – all fundamental factors that would have to be taken into account when
planning the route.
The expedition leader would need to consider whether the terrain was easy or
difficult, and whether the weather conditions were likely to be favourable or
adverse. Both factors would influence the overall plan: is the expedition likely to
be a gentle stroll through a friendly landscape, or a dangerous scramble through a
hard and rocky place? Are there any unknowns to take into account?
Turning to the question of logistics, what kit and equipment would need to be
taken along, and what kinds of skills would the team need to be trained in before
departure? What should be in the first aid kit, and what kind of back-up support
might be needed? Given the likely conditions, what should be the timetable for
the expedition?
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What is a strategy?
• It is a plan of action that is designed to help you achieve your vision and
your mission over a specified period of time
• It explains how you will cross the gap from where you are now to where
you want to be at a stated point in the future
• It expresses what you want to achieve in clear and specific terms under
about half a dozen headings, often called ‘strategic objectives’. These sum
up the key targets for the main strands of your work
• It shows how all the programmes, projects and activities you run fit into a
logical and coherent package
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Section Two What is a Strategy? Section Summary
Previous page Next page but one
• In the early days, before there is a clear idea of what to do and how
to do it
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What are you like?
What do you enjoy? Do you love sitting down with a blank
piece of paper, generating masses of new ideas, getting
excited about how you’d set about making new projects fly?
Do you like the thrill of selling new concepts to people?
Or do you prefer taking an idea and making it work? Does Key Concept
your skill lie in turning broad-brush plans into workable
programmes of action? Can you just look at a budget and
see where its strong and weak points are? Do you enjoy
working with a team of people on a day-to-day basis?
The founders did a good job of having the idea, setting up the
agency and making it work – but perhaps they should then have
moved on to another new project. They were opinion formers
and innovators, but not the most ideal leaders for an agency
that now needed continuity and stability. Different leadership
skills are needed at different stages of development.
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Section Two – Summary
• The job of the VCO leader includes reminding people why the organisation
exists and what it is there to achieve, as well as guiding people about how
to set about realising these goals.
• The process of creating or updating the vision for your VCO has to involve
users, staff and volunteers, as well as the Board and the senior
management because everyone has to feel personally committed to it.
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SECTION THREE
Leading People
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Imagine. . .
Leading people
In Section One, it was suggested that one part of the expedition leader’s role was to
think about all the people involved in the expedition, and their morale, welfare and skills.
We also tried to show how unhappy a workplace can get if leaders do not praise and
thank people, give them reassurance in troubled times, provide advice and guidance when
they are unsure, or inspire and enthuse them about the meaning of their work.
In Section Three, we explore this theme in greater depth by looking at how leaders can
create a positive environment within a voluntary/community organisation. We look at
three key areas:
The world, however, seems to get more and more cynical about the integrity
and honesty of people in authority and the institutions in our society – even
those in the charitable sphere. How do we make sure that our values and
beliefs really count? How do we persuade people, internally and externally,
that we are the ‘good guys’?
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Section Creating a healthy working An emotionally intelligent
Three environment: Next page VCO: Next page but one
Ask the people in your organisation, ‘What are our values and beliefs
Activity
here?’
Get people to spell out the values and beliefs they believe apply to the
organisation, and encourage them to discuss them freely and in depth.
Now pose some challenging questions: ‘So what? Where does that get
us?’ and note down the indignant replies.
The questions will generate a list of do’s and don’ts and behaviours. For
example, ‘It means we always follow clients up!’, ‘It means we never cut
corners!’, and so on.
Trompenaars suggests you discuss the second list because this is where
the real substance lies. Any organisation can have a list of fine words,
such as ‘Respect’, ‘Equality’, ‘Integrity’ and so on, but they don’t actually
guide anyone’s behaviour because they don’t say what these concepts
entail.
Shortcomings and lapses can then be dealt with through action plans
that help to reconcile the ideals with reality.
Further Reading
In ‘Did the Pedestrian Die’,
by Fons Trompenaars
published by Capstone Publishing,
Oxford, 2003.
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‘Methinks the Lady Doth Protest Too Much!’
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Building an ‘emotionally intelligent’ VCO
Daniel Goleman suggests that leaders have to do several things in order to
build emotionally intelligent organisations. They have to:
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WARNING
Bad behaviour …
‘In my work, I have observed that certain actions are always present in the
chronically toxic workplace. These include abuse and criticism; letting people down;
office gossip and back-biting; bullying and harassment; poor management of
performance reviews; poor management process; and lack of engagement,
explanation and clarity of expectation.’
Lack of enthusiasm …
‘I have asked audiences to ‘guesstimate’ how many people are passionate about
their work, and some 80% of respondents say that less than 20% of our workforce
impress them as being passionate. This anecdotal evidence is persuasive and I
believe it is close to the truth, regardless of the exact definition of passion that
each person may use.'’
‘And yet I cannot remember speaking to a person who was not genuinely excited,
enthusiastic, indeed passionate, about starting a new job. What happens to this
excitement, enthusiasm and passion? I believe that it’s the quality of leadership
that is a fundamental factor in destroying new employees’ passion.’
Questionable priorities …
‘In a very real way, what a person spends his or her time doing is the most direct
expression of his or her values…How you choose to allocate time transmits strong
messages about what matters to you. For example, if you say the customer comes
first, and yet you spend less than 10% of your time with customers, your
organisation hears the message loud and clear – customers don’t really come first.
In fact, they come a poor fourth after internal budgetary issues, staff meetings
and e-mails.’
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Creating a supportive culture
Trying to change the culture of an organisation is one of the most difficult
things you can do. If there is an unhealthy culture, it has probably taken
many years to set in. It will take concerted hard work at a senior level to
reverse it. However, it is not enough just to set out to defeat unattractive
or destructive patterns of behaviour – this strategy won’t work.
• Pay most attention to the things you want to encourage - you will
send out clear signals about what you consider most important
• Put funding towards the things you want to emphasise - this will show
that they have a high value for you
• Make sure the qualities you value come through in your recruitment
and promotion decisions
• Be very aware of the priorities you show when you react to a crisis -
people will deduce your beliefs from your behaviour
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Section An emotionally intelligent Symptoms of losing values and
Three VCO: 3 pages back Beliefs: 2 pages back
• A critical part of the leader’s role is to think about the morale, welfare and
skills of all the people involved in the VCO, which can become an unhappy,
unproductive place if this is neglected.
• The creation and reinforcement of positive values and belief systems, the
development of a supportive culture and the use of ‘emotional intelligence’
are all vital to a healthy VCO.
• It can be difficult to be true to values and beliefs when funds are tight,
there is under-staffing, and everyone is overworked or worried. And any
organisation can have a list of fine words, such as ‘Respect’, ‘Equality’,
‘Integrity’ and so on, which don’t actually guide anyone’s behaviour because
they are not genuinely assimilated and pursued.
• To get people to think through the values and beliefs that guide the VCO,
ask what difference they actually make to the way that people behave. If
the supposed values and beliefs are not permeating people’s behaviour, talk
through with them how you can put the principles into practice.
• Leaders are role-models for the rest of the organisation. Other people
watch and pick up clues from the values shown and the criteria used by
their leaders to make decisions. Make sure as a leader that you are
consistent in displaying the values and beliefs you want to encourage. Lead
by example.
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SECTION FOUR
Leading Change
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Leading Change
There are three contexts in which people in leadership roles will contemplate change:
• As part of the normal development process for the organisation, for example
during the first stages of drawing up a new business plan
• During the course of the year, if it transpires that programmes of work are not
proceeding as anticipated, or it seems that targets may be missed
• When there is a crisis, and the situation must be rectified as a matter of urgency,
and the choices made could be critical.
Imagine. . .
For our expedition leader of Section One, the first situation would be akin to planning the
expedition in the first place, thinking about the potential destination, the terrain, the
weather conditions, and the experience of the team.
The second and third situations could arise after the expedition had started. Bad
weather, a climb that was more difficult than anticipated, a broken piece of kit, might all
lead to a rethink about the approach and the speed of the second half of the trip. An
accident, or another catastrophic event could lead to the need for radical action on the
spur of the moment. This Section makes suggestions on how to approach change in all
three contexts and gives advice from a range of writers on leadership.
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Dealing with planned change
• Available resources
• How we work
• Demand for our services and the needs of users/members
• In the political or economic arena
• In the environment and the market
And that you consider what might happen in each of these areas:
Lawrie also advises VCOs to be realistic about how they prepare to deal with
change. If your typical response to problems is a ‘chaotic’ or ‘bureaucratic’ one,
you have to allow yourselves extra time to identify and work out how to deal
with changing circumstances.
by Alan Lawrie
published by Directory of Social Change, London
2nd edition 2001, p35
ISBN: 1-900360-87-X
www.raise-networks.org.uk 43
Scenario planning
Another method put forward by Alan Lawrie to get people to think
about the future and the possible need for change is ‘scenario
planning’. This exercise is ideal for an Awayday.
• Draw up about three hypothetical scenarios for your VCO. Choose Activity
things that are real possibilities - such as a major change in the way
your services are funded. Don’t choose too many to work on.
• Include the most likely ones in your business plan, showing how you
plan to detect and respond to any of these potential scenarios.
Activity Draw up a form on a large piece of paper with four columns right to
left:
Get one small group to generate a list under heading 1, and a second
group to make a list under heading 4. When the lists are complete,
get the two groups to swap lists.
The group with list 1 now works on item 2, generating ideas about
how to counteract hindrances, and the group with list 4 generates
ideas about how to boost the helpful factors listed under heading 3.
Collect feedback on the ideas generated and decide which ones are
most suitable to adopt and work up for your next business plan.
44 www.raise-networks.org.uk
Section Four Tools for planned change Midstream changes
Previous 2 pages This and next page
Deering, Dilts and Russell say that the ability to ‘detect weak
signals’ will increase your feeling of being in control and reduce
Good Idea your levels of stress. You can do this by listening to your hunches,
by paying attention to what front-line staff and volunteers say,
by going to meetings you don’t usually attend, by finding out what
other VCOs are doing, by noticing things that don’t add up, or
that you didn’t expect to hear. People who are good at
anticipation tend to pay attention to tiny clues and signs, say the
authors.
www.raise-networks.org.uk 45
The ‘GROW’ method of problem solving
In his 1996 book, ‘Coaching for Performance’, author Sir John
Whitmore devised a four stage problem-solving model with a
helpful acronym:
46 www.raise-networks.org.uk
Some warnings about the pitfalls of change
Don’t be
too sure!
‘To become more effective, leaders need to
break through the information quarantine
around them – and the conspiracy to keep
them pleased, even if uninformed.’
www.raise-networks.org.uk 47
Section Changing midstream Leadership styles
Four Previous 3 pages in time of crisis
Next page but one
Step Two is to analyse the potential risks. This involves ‘scoring’ the items
on your list for their likelihood and their potential impact, saying whether
they present a ‘low’, ‘medium’ or ‘high’ risk on each measure. This enables you
to prepare a ranked list, which guides you as to which you should deal with
first.
Step Four is to work through your list of risks in a systematic way, putting in
place systems, policies and procedures to ensure the VCO deals with the
potential hazards according to the decisions of the Board. The Board should
remember that it bears responsibility for risk. Monitoring and reporting
systems are absolutely vital.
by Caroline Clark
published by the National Council for Voluntary
Organisations, London, 2001
ISBN: 0 7199 1593 7
48 www.raise-networks.org.uk
Imagine. . .
Crisis management
Even in the best-run organisations, there will be crises from time to time.
Using the analogy of the expedition leader, there could be an accident, a
terrible storm, a landslide, or some other catastrophic event to deal with.
The team members would turn to the expedition leader to rescue them, or
perhaps someone else would step in and save the day through their quick-
wittedness and good judgment. However, on a well-managed expedition, you
would expect the leader to have undertaken risk analyses, put in place
avoidance strategies and to have the experience to get the group safely
through the hazards. Ditto in a well-run VCO.
ISBN: 007471258-6
www.raise-networks.org.uk 49
Leadership styles in times of crisis
It is increasingly accepted that the style and tone of a leader can be
guided by the situation in which the organisation finds itself. Thus, if there
is a crisis, the leaders might respond in a different way than in times of
calm, suggest Goleman, Boyatzis and McKee.
When firm or decisive action is called for, leaders can act in a ‘pace-
setting’ way. This means rallying people round, asking for a bigger effort
from them and demanding faster and better performance until the problem
is sorted out.
However, they warn that outside the armed forces, these are not well-
accepted leadership styles. They can work well if they are used selectively
and in the very short term. The authors also stress that leaders who use
these styles should never accompany them with anger, impatience,
contempt or disgust, because of how damaging these behaviours are for
members of the group.
There are also warnings about getting ‘so used to the adrenaline rush of
handling crises that we become dependent on it for a sense of excitement
and energy.’ High profile US author, Stephen Covey, knows all about the
kick crises can provide:
50 www.raise-networks.org.uk
Emotional intelligence in times of crisis
Questions to ask yourself - and your team if you are brave enough!
www.raise-networks.org.uk 51
Section Four Risk Assessment Leadership in times
4 pages back of crisis
Previous 3 pages
Leading change
• Various ‘levers of change’ are available: you can address the design of the
task, system or structure, or you can work on the people. Choices are
always affected by cultural considerations, including the amount of risk
your VCO is prepared to accept.
52 www.raise-networks.org.uk
SECTION FIVE
Leadership Roles
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The link between Leadership and good Governance
The legal and financial responsibility for a VCO lies with its governing body –
its Management Committee, Board of Trustees or Board of Directors. As the
ultimate responsibility rests with this group, it is the de facto leadership
group.
In ‘Managing Without Profit’, Mike Hudson says that each VCO has to decide
where to draw the line between ‘governance’ and ‘management’. In some
VCOs, the Board plays a limited role, focusing solely on the mission, the
strategy and the policies, whereas in others, Board members are more
closely involved in implementation. Hudson says that the age of the
organisation and its circumstances help to determine where the line is drawn.
It must, however, be the governing body that makes the decision about ‘what
is governance’ and ‘what is management’. As Hudson says, these cannot and
should not be watertight categories, but it is vital for the Board to focus its
energies on governance and not to get bogged down by things that in theory
have been delegated. Typically, the governance line is redrawn after natural
phases of development throw up new kinds of challenges and crises.
Further Reading
Governance: A RAISE Toolkit, available from the website
below or in hard copy from the address on page 2.
54 www.raise-networks.org.uk
Where should your Leadership line be drawn?
Further Reading
‘Managing Without Profit’
ISBN: 0-14-023886-7
www.raise-networks.org.uk 55
The link between Leadership and Accountability
Charles Handy suggests that decisions can be made in one of five ways:
56 www.raise-networks.org.uk
SECTION SIX
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Making Time to Lead
In the 1970s, venerable management theorist, Henry Mintzberg, studied how top and
middle British and American managers spent their time. He found that 50% of the
activities of American chief executives lasted less than 9 minutes apiece. In his British
study, he discovered that chief executives spent only 5 to 6 hours a month on activities
lasting longer than 30 minutes.
Although this style of work led the job holders to think they had everything under
control, Mintzberg commented, it actively blocked them from creative or strategic
thinking, planning and reflection.
As these latter activities are amongst the most important ones for leaders, it is
obviously vital to be able to carve out an appropriate amount of time and space to do
them properly.
Covey suggests that people who live their lives just according to time rather
than to a sense of direction will never be able to prioritise in a way that they
or others find satisfactory. In order to be able to decide what is truly
important, Covey suggests that we need to have worked out a fundamental
sense of direction for ourselves.
58 www.raise-networks.org.uk
Making the time to deal with important things
If however, the small rocks, stones, gravel and sand that stand
for urgent and unimportant things go into the jar first, then
there is no room for the large rocks. In other words, unless time
is carved out in advance for important items, the less important
items will continue to crowd out our diaries.
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What are the important leadership tasks for you?
The latest thinking is that every leadership job is highly individual and
that it is for those involved to decide what the important parts of it are
at any given time. In other words, you have to decide what the priorities
are. Here, though, are some ideas on how to sort your ‘To Do’ list.
Are there things that need to be done at a particular time of year? Are
there cyclical things which are always important? Decide when they
need to be done and block out time in your diary now. Make a policy of
sticking to that commitment.
Activity Sort your ‘To Do’ list by asking, ‘Which of these tasks will progress our
position, and which just maintain our current position?’ Can you block out
a day or half a day a month to lock yourself away to get on with the
progress tasks?
One theory says that 20% of the things we do tend to yield 80% of the
results. One secret of success is to prioritise that 20% and do it first.
Can you identify that critical 20%? Can you persuade people not to
disturb you for a couple of hours a week so you can work on this 20%?
John Adair, one of the most noted leadership gurus, says leaders need
to divide their time between three interlocking issues: ‘Task’, ‘Team’ and
‘Individual’, and to make sure they give sufficient attention to each. Can
you say you are doing this? If there’s an imbalance, what could you do
about it?
If your ‘To Do’ list still misses the mark, one idea is to ask ‘If I had an
extra hour a day, what would I do with it?’ This question usually elicits
guilty admissions about the things you are currently short-changing.
Block time out to do those very things before you put anything else in
your diary.
60 www.raise-networks.org.uk
Section Six Ideas for time Terms and conditions
management for player-managers
Last 3 pages Next 2 pages
Apparently Bill Gates returns from these ‘Think Weeks’ with lists of
brilliant ideas for new products and various strategic proposals for
the development of Microsoft.
This is a prime example of how to make time for ‘the big stuff’.
Fortunately The
diet coke isn’t
compulsory!
“Luxury!”
“Resources are tight and it’s all very well saying people should take the time
out to do ‘visioning’ or ‘strategic planning’, but I have got to juggle a whole
variety of tasks including supervising my colleagues, looking at balance sheets
and preparing papers for board meetings!”
This might well be the response from many quarters to the earlier parts of
this section. A hectic working environment is common in the VCS, and indeed,
participants in the 2003 RAISE workshop on leadership put ‘productivity’ as
one of the leadership qualities they rated most highly. In that context, how do
leaders cope with a varied portfolio of responsibilities?
An intriguing new book about the ‘Player Manager’ may cast some light on the
tensions involved. Authors, Philip Augar and Joy Palmer transfer the term
from the sporting field to the business world to describe the senior staff
member who has to ‘combine the roles of producing and managing’. This is a
familiar picture for the VCS!
www.raise-networks.org.uk 61
Terms and conditions for ‘player-managers’
• Does not rate other qualifications very highly and doesn’t believe
leadership or management demand any particular skills
• Genuinely sees this as a way to enrich your job and empower you
• Has financial problems that mean you and others have been forced to
take on more and more responsibility.
On the basis of their experience, Augar and Palmer give advice to others
who have to combine the ‘Player’ and ‘Manager’ roles:
• Don’t think that you have to do everything yourself. You have to learn how
to delegate. Don’t under-estimate your colleagues.
• You must reconcile yourself to spending less time on your former role in
order to get to grips with new elements of the job. If this suggestion
rankles, ask yourself why you agreed to the promotion.
Further Reading
‘The Rise of the Player-Manager:
How professionals manage while they work’
ISBN: 0-14-028665-9
62 www.raise-networks.org.uk
Section Six Being creative. Section summary
Next 2 pages Third page on
Balancing responsibilities
Are you one of these people Augar and Palmer talk about, who have to
juggle a professional task within your organisation with the job of
leading it?
Are you managing to make a success of balancing the two roles, without
being permanently torn in two directions? If having to continue to be a
‘Player’ is preventing you from carrying out your ‘Manager’
responsibilities, there are some questions Augar and Palmer suggest
that you ask: Activity
Katz suggested:
Top managers should spend 40% of their time using conceptual skills,
40% on human skills and 30% on technical skills.
Middle managers should spend 40% on human skills and 30% each on
conceptual and technical skills.
www.raise-networks.org.uk 63
Making space to be creative and innovative
Other leadership qualities which were highly rated by RAISE members at the 2003
conference were ‘creativity and innovativeness’. Again, this is a vital element of the
leadership role that can easily be side-lined because of day-to-day pressures. Some
leadership theorists believe that creativity is the particular responsibility of the leader.
In his 1989 book, ‘The Creative Brain’, American consultant Ned Herrmann
suggested that there are four ‘modes of thinking’:
Contrary to traditional approaches which value ‘A’ and ‘B’ type thinking most
highly, Herrmann believes that ‘D’ and ‘C’ type thinking are more important
for leaders, who need above all else to be creative. However, whatever mode
of thinking comes most naturally to you, Herrmann thinks that you can
strengthen the other types of mental ability by deliberately setting out to
practise. The keys to success are to be flexible and to tolerate
experimentation.
Being creative, says Herrmann, involves six stages which bring all the types
of thinking into play in turn:
64 www.raise-networks.org.uk
Ned Herrmann’s theories on the facing page are
Further outlined in
Reading ‘Writers on Leadership’ by John van Maurik
Penguin Books, London, 2001, pp162-171
ISBN: 0-14-029305-1
Blue hats mean taking an overview and thinking about the reason for doing
something and the process being used Good
Idea
Green hats stand for creativity and new ideas
Black hats mean pointing out the risks, looking for a ‘fit’ with our current
work, being cautious, being evaluative.
De Bono stresses that black hat thinking is positive thinking: it does not
mean being negative or dismissive. It should not be used in order to squash
people’s ideas or parade egos. De Bono’ says organisations can make the best
use of everyone’s intelligence, creativity and experience by explicitly asking
people to engage in particular kinds of thinking.
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Section Six – Summary
In all walks of life, senior people often have very fragmented days in which
lots of things vie for their attention. Time management experts warn that
unless the big things get put in the diary first, the smaller but more urgent
activities will crowd them out.
Leaders also need the space and time to be creative and innovative. Some
theorists think creativity is the real job of leadership. It requires a certain
kind of thinking to be creative, but anyone can learn the mind-set that is
needed to generate ideas and test them.
The ‘Six Thinking Hats’ model is one way of encouraging a group to think big
and discouraging the clever criticism that can be self-defeating. Another
way of inspiring people is with what two US authors called ‘Big Hairy
Audacious Goals’!
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SECTION SEVEN
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Communication Skills for Leaders Imagine. . .
Further Reading
‘Leadership in Organisations:
Current issues and Key Trends’
edited by John Storey
published by Routledge, London 2004, see pages 24-25
ISBN: 0-415-31033-4
‘Socially skilled leaders tend to have resonance with a wide circle of people
– and a knack for finding common ground and building rapport. Relationship Good
management is friendliness with a purpose: moving people in the right Concept
direction, whether that is agreement on a marketing strategy or
enthusiasm about a new project.’
ISBN: 0-7515-3381-5
68 www.raise-networks.org.uk
Why are you setting out to communicate?
It is said that the great majority of people fear nothing more than the
prospect of having to speak in public. As a result, they don’t consider
themselves to be good communicators. Think for a minute, however, about all
the different reasons you might have for communicating with others, and
the wide range of attributes and skills needed to perform brilliantly in every
conceivable situation. Perhaps only a small minority of people will be excellent
all-round communicators, and the majority of us will prove to be better at
some types of communication than at others. What are you best at doing?
These are all very different communication tasks, so it’s hardly surprising
that talent in one area may not translate into proficiency in another. You may
feel very confident doing some of these tasks but really very modest about
your ability to tackle others.
However, there are some core skills that apply across the board, and some
theories about communication that can help to enhance performance even in
the most demanding situations.
Make a list of all the people and organisations with whom you
need to communicate, ensuring that your list includes both
Activity
‘internal’ and ‘external’ audiences.
Against the names, list the reasons for which you need to
communicate with them.
Being clear about the purposes for which you are communicating
is the first step to being a good communicator.
www.raise-networks.org.uk 69
Section Why are you setting out to Understanding your audience:
Seven communicate? Previous page next page for 4 pages
This means thinking critically about who is in the audience, what they are like
and what will be the best strategy to get through to them, given their
characteristics and attitudes.
Presentation skills trainers will tell you to spend nine tenths of your preparation
time working on the first five minutes of your presentation. This rule probably
applies to most situations in which you set out to communicate with others.
Whether it’s fair or not, the vast majority of people make decisions about new
acquaintances within a few minutes of meeting them. On the plus side, people
generally start out well-disposed, so good communicators will consciously use
those first few minutes when they are being ‘sized up’ to create a sense of
rapport with their listeners.
Sometimes you can think, ‘They just won’t listen to me!’, but for
a communicator, it is far more empowering to believe, ‘I must
try something different because I am not getting through to
them.’ In other words, you take personal responsibility for the
effectiveness of the communication. By taking this attitude,
you give yourself more choices about how to act and react.
70 www.raise-networks.org.uk
Understanding your audience
Fons Trompenaars specialises in understanding the cultural differences
between different nations and working groups. Together with Charles Hampden-
Turner, he has devised a model to explain cultural diversity. This model has
seven dimensions covering beliefs and values about relationships, time and the
environment. It suggests that successful interactions with others start with an
accurate analysis of where people or groups are on the dimensions below.
In some cultures you have to bide your time and pass through some gate-
keeping function -such as being accepted to join the golf club - to be recognised
as a suitable person with whom to do business, but once you are ‘in’,
relationships are both personal and professional. In other cultures, you can
quickly get friendly and respected in the workplace but never be invited home
to meet the family. The degree of cross-over affects how open you can truly be
about your opinions.
For some groups, the welfare of the group – eg the family, the company, the
profession, the faith - comes before the welfare of the individual: members are
expected to put collective benefit first. In other cultures, individual freedoms
and satisfactions are more important, and it is believed that the group is better
off when its individual members are allowed to think and act for themselves.
www.raise-networks.org.uk 71
Understanding your Audience (cont.)
6. Attitudes to time in this culture
There are cultures where the present and the future are more important
than the past, and as a result, time-keeping and adherence to schedules are
highly valued. In ‘historical’ cultures where people look to the past for
explanations and value antecedents and older generations, people are much
more relaxed about deadlines or about arriving on time.
In some cultures, the expectations are that mankind can and should prevail
over external forces, and that individuals should be able to control their
own destinies. To fail to do so is a sign of weakness. In other cultures,
people feel that external forces - for example, the weather or the
economy - are more powerful than themselves, and that mankind will always
be at the mercy of his environment
ISBN: 1-85788-176-1
72 www.raise-networks.org.uk
Section Selling or selling out? Being representative and
Seven Next page accountable: 2 pages on
There were two charities in the same town doing much the same kind
of thing. The director of one was always to be found on platforms
with the chief executives of the local authority and local businesses.
Case
Its numerous staff were much in evidence, buzzing round town self-
Study
importantly, getting articles in the newspaper, putting out glossy
publications, and hosting swanky events.
The staff of the other agency could not understand how this could be.
The first agency was so showy.....their level of expertise was so
shallow.... they didn’t do any ‘proper’ work..... they didn’t evaluate
things properly.... they dumped projects overnight. How come they
seemed to have so much money and got invited to everything? How
come their own director, who was so clever and erudite, and so
conscientious and thorough was rarely invited to sit on a platform?
The bitter truth was that the first charity was so much better at
selling itself than the second. Its director was a magnetic speaker and
its staff could rustle up funding bids that hit all the right buttons for
potential sponsors. The events and publications convinced the world
that the agency was achieving great things.
The second agency was much more worthy, but it did come across as
much more dull. Its director had a sardonic, little ‘Muttley’ laugh
which frightened people, and as its staff got crosser and crosser at
being overlooked, the second agency began to be viewed with dread.
Finally a vicious circle was created when it downright refused to
market itself professionally just in case people thought it was too
much like its rival.
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Selling, or selling out?
74 www.raise-networks.org.uk
Being Representative and Accountable
Other Toolkits in this RAISE series focus on the issues of Accountability and
Representation. These are vital considerations for the Leaders of VCOs,
particularly in their external communications.
This issue of how much power and autonomy Leaders are allowed to exercise is
one that is common to all sectors, although perhaps the people engaged in
VCOs are more anxious than others about what is said and done in their
names. Literature from the private sector on Leadership is said to make
‘implicit assumptions about the silence of followers’, which is not a fault
commonly associated with the modern VCS where reconciling opinions is more
frequently an issue!
www.raise-networks.org.uk 75
Section Seven – Summary
• The ability to communicate well is one of the most important skills for
Leaders, in particular ‘inter-organisational representation’, which is
universally acknowledged as vital by leadership writers.
• Be clear about who you need to communicate with, and your reasons for
wanting to communicate. Think carefully about presentation: you don’t
need to be dull to be worthy. Take responsibility for the effectiveness
of your communications; don’t blame others for not understanding you
because that doesn’t get you anywhere.
• Leaders with good social skills can find common ground and build rapport
with a wide range of people. As preparation for a negotiation with – or
an attempt to influence – others, why not think through what you know
about them in terms of values, beliefs and attitudes about how the
world works. Tailor your communication so you hit the right notes with
them.
• Think about people’s operating styles when you are considering what to
say to them and how you say it. In this way, you can get on the same
wavelength as others.
• Behave with integrity and remember your principles. You will engender
more trust and respect if you are careful about being properly
accountable and representative in your communications with others.
76 www.raise-networks.org.uk
SECTION EIGHT
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Learning from Experience
Myths about leaders inhibit the development of skills and experience for both the
experienced executive and the newcomer or aspirant to the role:
• One myth is that leaders never admit to any weakness. They are perceived as
being different from everyone else, with qualities and characteristics that stem
from their personality or upbringing. These make them more able than the rest of
us to step up and take on the leadership job successfully.
• Another myth is that leaders never admit to any ignorance. The assumption is that
they are by definition the biggest experts on the premises in any given subject.
People therefore expect them to know what to do and to take control of all
situations in a commanding fashion.
Neither theory stands up to examination, but both still influence our culture. Books and
articles are written in particular about private sector leaders. It is only when there is a
corporate scandal that commentators start to query whether the highly paid leaders
involved were really omniscient after all, or whether they should have had slightly less
faith in their own abilities.
In reality, leaders – along with everyone else – need to learn. One key issue is how they
can learn from their experiences, and another - just as vital - is how they can help others
to do so too.
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How does learning take place?
The most well-known theory about how adults’ learn is Alan Mumford and
Peter Honey’s ‘Learning Styles Theory’, which says that:
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Section Eight How does Learning take How to stop people
place? Previous page learning: 3 pages on
There are a whole variety of ways in which you can learn, some formal and
some more informal:
80 www.raise-networks.org.uk
Are you in the mood for learning?
Are you giving yourself the chance to learn from your experiences? Both
the everyday occurrences, and the more occasional major events?
Learning Logs
Some trainers suggest that you keep a notebook in which you can record
your own personal learning points at the end of a project or whenever
something significant happens to you, particularly the times when you
think you got things wrong. This is one way to ensure that you reflect on
your experiences at work and prompt yourself to do things better next
time.
Activities
Making the time for learning
Do you fall into the common trap of letting everyday duties crowd out all
opportunities to learn and develop?
Do you have a stack of unread professional journals on your desk?
Do you keep meaning to attend those professional seminars without ever
quite getting there?
Have you been meaning to update your qualifications for years?
Only you can make the time to think, learn, reflect, practice and
incorporate new skills into your working life.
Earlier in this Toolkit, it was suggested that people deduce what are the
important things by noticing what their leaders focus on and reward.
Are you in the habit of praising and encouraging achievement and
success?
Do you give other people – and very importantly, yourself – positive
reinforcement?
Encourage everyone, including yourself, to learn by being appreciative of
success and thus increase morale.
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Guru not necessary
Skiing coaches were quickly trained up and sent into tennis clubs to
conduct lessons. After a while, it transpired that the skiing
coaches’ pupils were outstripping those taught by the far more
Good
experienced tennis coaches.
Concepts
Trompenaars’ conclusion was that the pupils learned faster when
they had to think for themselves much harder about how to
succeed.
His point was that levels of co-operation within a team have more
influence on outcomes than do levels of intelligence among team
members.
82 www.raise-networks.org.uk
How to stop people learning
There are probably quite a few ways in which one can stop people from
learning, but for our purposes, the obvious ones are:
When people are over-stressed, one of the first things to go is the ability
to stand back and think calmly about the situation. Obviously, this curtails
people’s propensity to learn and improve performance.
Thorsborne says that these behaviours lead to fear, distress and shame
among the workforce, which are generally defended against in one of four
ways:
Further Reading
‘Integrity’ by Margaret Thorsborne
in ‘The Seven Heavenly Virtues of Leadership’,
edited by Carolyn Barker and Robyn Coy
published by McGraw Hill
Australia, New South Wales, 2003.
ISBN: 007471258-6
www.raise-networks.org.uk 83
Section Eight How to stop people The importance of caring for
learning: previous page ‘followers’: next page but one
• Setting clear priorities and objectives for both organisation and individual
• Giving people greater levels of autonomy and control over how they do
their jobs
• Affirming people promptly and unaffectedly – saying thank you, giving
feedback, acknowledging effort and handling problems.
There are powerful clues in both studies about what leaders can do to
enhance the positive working experiences of employees.
84 www.raise-networks.org.uk
‘The beatings will continue until morale improves’
www.raise-networks.org.uk 85
Looking for ‘positive intentions’ to generate change
‘Alpha Leadership’
by Anne Deering, Robert Dilts and Julian Russell
published by John Wiley & Sons, Chichester, 2002
pp109 – 110. ISBN: 0-470-84483-3
• Do you know what do the people in your organisation want from their
leaders?
• What can the leaders of your VCO do to improve both the performance
and the working lives of staff and volunteers?
• What can you learn now from the people in your organisation? What
could you gain from learning alongside them?
86 www.raise-networks.org.uk
Section Eight – Summary
• There are all kinds of ways to learn about your subject, many of which
are cheap or free, but the really important thing is to give yourself the
time to observe yourself - or others - in action, reflect on the
meaning of what you see, draw lessons from your thinking and apply
your learning in order to ensure the new skills are practised and
perfected.
• You don’t necessarily need experts to tell you what to do; you can learn
from your own experiences. Just be sure to go through the ‘learning
cycle’ – or get others to – to ensure the learning ‘sticks’, remembering
that feedback is critical for successful learning.
• It can be helpful to think in terms of the legacy you will leave your
organisation, but you must also think in the shorter term about how to
invest in your learning – in particular, how you will give yourself - and
others - the time and space to learn.
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Glossary and Jargon Buster
We have tried to write these Toolkits in plain English, but inevitably in any specialist
field, technical language can creep in, and might need further explanation.......
Access The methods by which people with a range of needs (eg people
with disabilities, children, a first language other than English)
find out about and use services and information
Accountability Providing effective ways of explaining how power is or has
been used
Acronym Using the initials of something instead of its full title: VFM
instead of Value for Money, LA instead of Local Authority
Active Community Part of the Home Office; exists to promote the development
Unit of the Voluntary/Community Sector
ACU Active Community Unit
AGM Annual General Meeting, open to all members and allowing
them to hear about the VCO, to ask questions and to vote
Appraisal A periodic review of the performance of a person
Audit A systematic review or assessment of a system
Awayday Where a team undertake some form of development day away
from their normal workplace
Beneficiaries The people who are helped by an organisation or programme.
BME Black and minority ethnic
Board The committee ultimately responsible for the VCO
Capacity Building Anything that helps an organisation to perform better,
generally training and support to strengthen the organisation
Champion Someone who takes on particular responsibility: thus
‘Community champion’, ‘Board Equalities champion’
Charity Organisation set up for exclusively charitable purposes which
carries out activities to achieve these purposes
Chief Executive The most senior paid staff member in an organisation; might
Officer be titled director, manager etc.
CEO Chief Executive Officer
Community Groups Part of the Voluntary/Community Sector; although similar to
voluntary organisations, they may not have paid staff nor
written rules
Compact A framework agreement between statutory organisations and
the Voluntary/Community Sector in their area
Constitution See ‘ Governing document’
Cross-sector A project, group or initiative that contains organisations from
at least 2 of the Public, Private and Voluntary Sectors
Demographics The study or record of a particular population in terms of
gender, age, ethnicity etc
Discrimination Treating people less favourably than others solely because of
their race, ethnicity, disability, gender, age, faith etc.
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Diversity The concept that organisations and systems benefit from the
richness that comes from the differences amongst people.
Society benefits from the diversity of the
Voluntary/Community Sector
Empowerment Within an organisation, giving volunteers or staff a licence to
act without frequent recourse to a higher authority. As
regards a beneficiary, enabling them to take more control
over their life or more influence in the organisation that is
helping them
Equalities Used as a short hand term to refer to all work addressing
issues of discrimination and disadvantage, particularly as it
relates to race equality, disability, gender, sexuality, faith and
age
Evaluation Assessing and putting a value on what’s been done already;
measuring impact
Frontline VCOs VCOs engaged in direct work with the public or their cause,
used to distinguish them from infrastructure VCOs which
work primarily with organisations
GOSE Government Office of the South East: sometimes called ‘The
voice of Whitehall in the Region and of the Region in
Whitehall.’
Governance A way of setting and keeping an organisation on the right
course
Governing Any document setting out a VCO’s purposes and, usually, how it
document is to be run. It may be e.g. a trust deed, constitution, or
memorandum and articles of association
Grassroots VCO An alternative term for frontline VCOs
Health Check A check list that fairly rapidly identifies where an
organisation needs to pay further attention to certain issues
Honorary In the Voluntary/Community Sector, just implies a volunteer
eg Honorary Secretary
Impact All changes brought about by a VCO (intended and unintended,
negative and positive, long and short-term)
Incorporation The status of being a Limited Company
Induction The introduction of a person new to a role to the people,
systems and circumstances they will need to be familiar with
to carry out that role effectively
Induction loop A coil of wire, temporarily or permanently installed in a room,
which allows those using hearing aids to hear without the
distraction of background noise
Informal Has been used to describe the state of affairs where a
Representation representative is asked to represent a person, group or
sector, but the representee has had no real hand in the
selection of this representative
Infrastructure Usually used just to mean VCOs which exist to support other
VCOs – e.g. Councils for Voluntary Service
Leadership The ability to motivate and guide the people connected to a
voluntary/community organisation to meet its goals
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Local Strategic An alliance of local statutory organisations, VCOs and business
Partnership interests formed to give a strategic direction to improvement
for the local community
LSP Local Strategic Partnership
Mandate The authority given by a representee permitting a
representative to take certain actions on their behalf
Marginalisation The process by which certain groups of people are, through a
process of social exclusion, pushed to a position on the
margins of society
Members Used by VCOs to mean their clients/users, and by
infrastructure bodies to mean their member organisations.
But, often used in statutory organisations to mean the elected
members of the Council
Membership VCOs who are composed of individual members, who normally
organisations elect the Board
Mentor A supporter and coach helping someone carry out their role
Micromanagement Where a person in a senior position over-controls and over-
scrutinises the work of another
Mission The aims and reasons for which a VCO was set up; often
summarised in a brief mission statement
Monitoring Collecting information to determine progress of e.g. a project
NCVO The National Council for Voluntary Organisations
Palantypist A speed typist who types an almost simultaneous transcript of
what is being said at events and meetings, the text being
displayed on a public screen
Private Sector See ‘Sector’. Profit-making is core to organisations in this
Sector, profit being distributed to owners, or shareholders
Probity Acting in a way which cannot lead to any possibility of an
accusation of a conflict of interest
Public Sector See ‘Sector’. Organisations in the Public Sector, such as
GOSE, have to exist by law, and their rules and
responsibilities are determined by law (or statute). Also
‘statutory organisations’
Quorate Used to describe a meeting attended by at least the minimum
number of people required to make a decision (see ‘Quorum’)
Quorum The minimum number of people needed to make valid decisions
at a meeting; can be a fixed number or a percentage of those
entitled to attend and vote
Region, as in The South East of England, comprising:
"South East • Kent (including Medway)
Region" • Surrey and East and West Sussex (including Brighton and
Hove)
• Hampshire and the Isle of Wight (including Southampton
and Portsmouth)
• Berkshire, Oxfordshire and Buckinghamshire (including
Milton Keynes, West Berkshire, Reading, Wokingham,
Windsor and Maidenhead, Bracknell Forest and Slough)
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Representation The process where one person or group of people is acting,
speaking or being present on behalf of another person or
group
Representee The person or group of people who are represented
by a representative
Sector Any organisation can be defined as belonging to one of three
sectors: ‘Public’, ‘Private’ or ‘Voluntary/Community’. ‘The
Sector’ often means ‘voluntary/community organisations’.
Shadowing Sitting in with a person going about their daily work, to
understand the role
Social A high priority concern of the European Union and the British
inclusion/exclusion Government : relates to the fact that people can be prevented
from accessing normal community life because of disability,
prejudice, unemployment. Etc
Specs Short for specification, as in the characteristics need by a
person in a particular role
Stakeholders Anyone that has an interest or involvement in an organisation.
The Stakeholders of a VCO could be its staff, Board,
volunteers, service users, relatives of service users, funders
Statutory Organisations which the law declares must exist – local
organisations authorities, police authorities, and others
Statutory sector All the statutory organisations considered as a whole
Succession Where a person is about to take over the role another has
performed. Succession Planning means helping the incoming
person link with the outgoing one, so they can learn the ropes
Toolkit An accessible set of implements, instructions and ideas for
busy voluntary/community sector workers to dip into
Transparent A system that is open, honest, has clear procedures and does
not make decisions in secret, is ‘transparent’
Trustees People responsible for controlling and governing a VCO.
Sometimes called committee members, governors, directors,
or by some other title
VCOs Voluntary and community organisations
Voluntary and The wide range of voluntary and community organisations,
community sector considered as a whole. All VCOs meet three criteria:
• They’re free to decide their rules, their purpose and
whether they exist at all
• They must be controlled by volunteers (so their directors /
trustees / management board are not paid)
• They must not exist to make a financial profit (so any
surplus they do make is incidental and re-invested in the
organisation)
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This Toolkit has been produced by RAISE in partnership with
Caroline Clark, published in February 2006.
This series of LARGE toolkits have been edited by Justin Bateman.