Getting Things Done in Groups
                  Judith Katz
                  January 11, 2012




A Service
   Of:                          Sponsored by:
INTEGRATED PLANNING
            Advising nonprofits in:        www.synthesispartnership.com
            • Strategy
            • Planning                                    (617) 969-1881
            • Organizational Development   info@synthesispartnership.com



A Service
   Of:                                              Sponsored by:
Affordable collaborative data
             management in the cloud.

A Service
   Of:                        Sponsored by:
Today’s Speaker




                                      Judith Katz
                                      Co-founder,
                                 Connection Action Project
Assisting with chat questions:                                                       Hosting:
April Hunt, Nonprofit Webinars                               Sam Frank, Synthesis Partnership

A Service
   Of:                                                Sponsored by:
Getting Things Done in Groups




                                                          Tracky Birthday
                                        Tracky Birthday
         by Judith Katz, M.S.


            www.judithkconsulting.com
Development Director at Bay Nature Institute




                                                             Contact:
                                                             www.judithkconsulting.com
                                                             Email judith@judithkconsulting.com
                                                             Twitter @katzjudith

                                               www.judithkconsulting.com
How can we be inclusive, and
weave together outcomes that
   everyone can live with?
Marc Thiele
This can be some of the most difficult and at the
same time rewarding work that we do in our lives.



                 www.judithkconsulting.com
The nonprofit sector is
            challenged to include more
            people than ever.

              • Nonprofits accounted for over 10 percent
              of US jobs in 2009.
              • More than a quarter of the adult
              population volunteers for a nonprofit
              organization.
              • Each year from 2008-2010, nonprofits
              saw a 70+ percent increase in demand for
              their services. 85% of organizations
              expected another increase in 2011.

                            (From http://www.urban.org/ and
                              http://nonprofitfinancefund.org)




www.judithkconsulting.com
Based on the concept of universal needs (or values), I have developed the
Mutual Contribution Circle model, which can be applied to all kinds of groups.




                                                                             OEA/OAS
                              www.judithkconsulting.com
New models of collaborative economy


 Alpha Lo pioneered the international Gift
 Circle Network, and is the co-editor of the
 Open Collaboration Encyclopedia.




                            www.judithkconsulting.com
Mutual Contribution Circle: 4 Steps
1) Gain awareness of needs & contributions
   (yours & theirs)
2) Make things clear & actionable
3) Facilitate needs getting met
4) Affirm, congratulate and thank people
5) Rinse and repeat



                  www.judithkconsulting.com
UNIVERSAL NEEDS / VALUES




        www.judithkconsulting.com
ECONOMIST MANFRED
MASLOW’S                    MAX-NEEF: NINE
HIERARCHY                   FUNDAMENTAL HUMAN
OF NEEDS                    NEEDS

                            1.     Physical sustenance:
                            food, shelter, water, etc.
                            2.     Safety: protection
                            3.     Love
                            4.     Understanding
                            5.     Community
                            6.     Recreation: play, rest
                            7.     Autonomy
                            8.     Creativity
                            9.     Meaning: life purpose
Wikipedia



            www.judithkconsulting.com
Marshall Rosenberg, PhD
                 Nonviolent Communication model
                        Universal Needs List
                 (partial list in no particular order)



    clarity       effectiveness       fun
  creativity           trust        order
participation          ease        safety
     unity          connection    learning
predictability       to matter      hope
    growth        consideration      love
   freedom         appreciation sustenance
 to be heard      understanding contribution
                        www.judithkconsulting.com
IN EVERY MOMENT,
EACH OF US IS TRYING TO MEET OUR NEEDS
    IN THE BEST WAY WE KNOW HOW.

                          – DR. MARSHALL ROSENBERG




              www.judithkconsulting.com
Meeting needs is satisfying.




                                      Rik Ruff
          www.judithkconsulting.com
Contribution




“PERHAPS THE MOST IMPORTANT HUMAN NEED IS
 THE NEED TO CONTRIBUTE TO LIFE, TO ENRICH
   LIFE, TO MAKE LIFE MORE WONDERFUL FOR
                 EVERYONE.”
                         - DR. MARSHALL ROSENBERG

                www.judithkconsulting.com
KEY:
 Distinguish between
NEEDS and STRATEGIES.



       www.judithkconsulting.com
Example: Director X’s needs
                 “Tactic”: Call a meeting.

Sub-strategy: Bridge the $75,000 gap between revenues and
               expenditures in 2012 budget.

              Strategy: Direct Nonprofit X.

                      Needs
                  Physical sustenance
                      Community
                      Autonomy
                       Creativity
                       Meaning



                     www.judithkconsulting.com
Step 1
 Ask yourself: What needs are YOU
trying to meet? What contribution
      do YOU want to make?




            www.judithkconsulting.com
Own your needs




   www.judithkconsulting.com
Needs vs. strategies
Need          Strategy
Sustenance    Get a job at Organization X
              Live with your parents
              Go “back to the land”
Safety        Buy a fire extinguisher
              Take a conflict resolution class
              Carry concealed weapons
Creativity    Take a class in graphic design
              Write a poem
              Play the stock market
Community     Go to church
              Share recipes
              Join a political party

               www.judithkconsulting.com
Commons
                                                                     By CEJISS [Public domain], via Wikimedia
Mutual Contribution Circles   NASA/GSFC/Debbie McCallum [CC-BY-2.0], via
                              Wikimedia Commons
Now, determine the needs and
the contributions/ gifts of others in
            the group.




                                          Tiffany Fotter
              www.judithkconsulting.com
Mutual Contribution Matrix

                  Person/Group 1           Person/ Group 2   Person/ Group 3




Need(s)




Contribution(s)




                             www.judithkconsulting.com
Step 2:
Make things as clear and
 actionable as you can




       www.judithkconsulting.com
Make things clear and actionable
   • Get specific (i.e., time,
   person, place).

   • Focus on what’s wanted,
   rather than what’s not
   wanted.

   • Make requests: “Would
   you be willing to . . ?”
             www.judithkconsulting.com
Get specific
Instead of . . .                        Say. . .
Org Y’s campaign is weak. . .           I’d like to propose that we . . .

Someone should. . .                     I’m willing to . . .

What do you guys think about            Is there anyone in the room
 the idea that . . .                        who would object if I went
                                            ahead and . . . ?

We need to . . .                        Joe, would you be willing to. . ?

                          www.judithkconsulting.com
Practice statements: Focused? Specific? Actionable?

     Not enough money was raised last year.
     We need to close the gap if we are to continue at
      our current rate of service delivery.
     We should have allocated our resources differently
      last year.
     That doesn’t make sense.
     Thanks, everyone for coming. I see John isn’t here
      yet.
Step 3
Facilitate people meeting each
          other’s needs




          www.judithkconsulting.com
Example A
        Executive Director   Development             Program   Admin
                             Director                manager   Assistant
        Clarity about what   Support organizing Reliability of Direction
Needs   human resources      materials for grant resources for about which
        are available        application due     clients       way his
        (mostly time)        this week                         efforts will
                                                               be best put
                                                               to use




                         www.judithkconsulting.com
Example A – slide 2
          Executive Director     Development                Program   Admin
                                 Director                   manager   Assistant
Need(s)   Clarity about what     Support organizing Reliability of Direction
          human resources        materials for grant resources for about which
          are available          application due     clients       way his
          (mostly time)          this week                         efforts will
                                                                   be best put
                                                                   to use
Gift(s)   Support for DD         Connections with 2 Connection        Support ED
          with in-person         major donors who at Nonprofit        and DD with
          asks; direction for    may be willing to  Y                 admin tasks.
          and coordination       step up their
          with other staff       giving; Creativity
          members once           in developing case
          plan is decided.       statement to
                                 foundation


                                www.judithkconsulting.com
Step 4: Affirm, congratulate,
     and thank people




           www.judithkconsulting.com
Gratitude can revolutionize the
  way you work with groups.




                                       Banksy
           www.judithkconsulting.com
Step 5: Repeat
                                 Gain
   Affirm,
                             awareness of
congratulate,
                               needs &
   thank
                             contributions




 Facilitate                   Make things
  needs                        clear and
getting met                   actionable




         www.judithkconsulting.com
DON’T
                      WORRY.
Anne-Sophie Leens




                    Take one
                    step at a




                                Nicola Whitaker
                    time.
Review: Mutual Contribution Circle
            5 Steps
1) Gain awareness of needs & contributions
   (yours & theirs)
2) Make things clear and actionable
3) Facilitate needs getting met
4) Affirm, congratulate and thank people
5) Rinse and repeat



                  www.judithkconsulting.com
These tools will enlarge your capacity to meet needs, and empower
             you to work with more and different groups.
                                     .




                        www.judithkconsulting.com
Further Resources
           Email me at:
   judith@judithkconsulting.com




        For articles by Alpha Lo, go to
  http://opencollaboration.wordpress.com/

    For more information on NVC, go to
                 cnvc.org




          www.judithkconsulting.com
Find listings for our current season
          of webinars and register at:

            NonprofitWebinars.com


A Service
   Of:                     Sponsored by:

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Getting Things Done in Groups

  • 1. Getting Things Done in Groups Judith Katz January 11, 2012 A Service Of: Sponsored by:
  • 2. INTEGRATED PLANNING Advising nonprofits in: www.synthesispartnership.com • Strategy • Planning (617) 969-1881 • Organizational Development info@synthesispartnership.com A Service Of: Sponsored by:
  • 3. Affordable collaborative data management in the cloud. A Service Of: Sponsored by:
  • 4. Today’s Speaker Judith Katz Co-founder, Connection Action Project Assisting with chat questions: Hosting: April Hunt, Nonprofit Webinars Sam Frank, Synthesis Partnership A Service Of: Sponsored by:
  • 5. Getting Things Done in Groups Tracky Birthday Tracky Birthday by Judith Katz, M.S. www.judithkconsulting.com
  • 6. Development Director at Bay Nature Institute Contact: www.judithkconsulting.com Email judith@judithkconsulting.com Twitter @katzjudith www.judithkconsulting.com
  • 7. How can we be inclusive, and weave together outcomes that everyone can live with?
  • 8. Marc Thiele This can be some of the most difficult and at the same time rewarding work that we do in our lives. www.judithkconsulting.com
  • 9. The nonprofit sector is challenged to include more people than ever. • Nonprofits accounted for over 10 percent of US jobs in 2009. • More than a quarter of the adult population volunteers for a nonprofit organization. • Each year from 2008-2010, nonprofits saw a 70+ percent increase in demand for their services. 85% of organizations expected another increase in 2011. (From http://www.urban.org/ and http://nonprofitfinancefund.org) www.judithkconsulting.com
  • 10. Based on the concept of universal needs (or values), I have developed the Mutual Contribution Circle model, which can be applied to all kinds of groups. OEA/OAS www.judithkconsulting.com
  • 11. New models of collaborative economy Alpha Lo pioneered the international Gift Circle Network, and is the co-editor of the Open Collaboration Encyclopedia. www.judithkconsulting.com
  • 12. Mutual Contribution Circle: 4 Steps 1) Gain awareness of needs & contributions (yours & theirs) 2) Make things clear & actionable 3) Facilitate needs getting met 4) Affirm, congratulate and thank people 5) Rinse and repeat www.judithkconsulting.com
  • 13. UNIVERSAL NEEDS / VALUES www.judithkconsulting.com
  • 14. ECONOMIST MANFRED MASLOW’S MAX-NEEF: NINE HIERARCHY FUNDAMENTAL HUMAN OF NEEDS NEEDS 1. Physical sustenance: food, shelter, water, etc. 2. Safety: protection 3. Love 4. Understanding 5. Community 6. Recreation: play, rest 7. Autonomy 8. Creativity 9. Meaning: life purpose Wikipedia www.judithkconsulting.com
  • 15. Marshall Rosenberg, PhD Nonviolent Communication model Universal Needs List (partial list in no particular order) clarity effectiveness fun creativity trust order participation ease safety unity connection learning predictability to matter hope growth consideration love freedom appreciation sustenance to be heard understanding contribution www.judithkconsulting.com
  • 16. IN EVERY MOMENT, EACH OF US IS TRYING TO MEET OUR NEEDS IN THE BEST WAY WE KNOW HOW. – DR. MARSHALL ROSENBERG www.judithkconsulting.com
  • 17. Meeting needs is satisfying. Rik Ruff www.judithkconsulting.com
  • 18. Contribution “PERHAPS THE MOST IMPORTANT HUMAN NEED IS THE NEED TO CONTRIBUTE TO LIFE, TO ENRICH LIFE, TO MAKE LIFE MORE WONDERFUL FOR EVERYONE.” - DR. MARSHALL ROSENBERG www.judithkconsulting.com
  • 19. KEY: Distinguish between NEEDS and STRATEGIES. www.judithkconsulting.com
  • 20. Example: Director X’s needs “Tactic”: Call a meeting. Sub-strategy: Bridge the $75,000 gap between revenues and expenditures in 2012 budget. Strategy: Direct Nonprofit X. Needs Physical sustenance Community Autonomy Creativity Meaning www.judithkconsulting.com
  • 21. Step 1 Ask yourself: What needs are YOU trying to meet? What contribution do YOU want to make? www.judithkconsulting.com
  • 22. Own your needs www.judithkconsulting.com
  • 23. Needs vs. strategies Need Strategy Sustenance Get a job at Organization X Live with your parents Go “back to the land” Safety Buy a fire extinguisher Take a conflict resolution class Carry concealed weapons Creativity Take a class in graphic design Write a poem Play the stock market Community Go to church Share recipes Join a political party www.judithkconsulting.com
  • 24. Commons By CEJISS [Public domain], via Wikimedia Mutual Contribution Circles NASA/GSFC/Debbie McCallum [CC-BY-2.0], via Wikimedia Commons
  • 25. Now, determine the needs and the contributions/ gifts of others in the group. Tiffany Fotter www.judithkconsulting.com
  • 26. Mutual Contribution Matrix Person/Group 1 Person/ Group 2 Person/ Group 3 Need(s) Contribution(s) www.judithkconsulting.com
  • 27. Step 2: Make things as clear and actionable as you can www.judithkconsulting.com
  • 28. Make things clear and actionable • Get specific (i.e., time, person, place). • Focus on what’s wanted, rather than what’s not wanted. • Make requests: “Would you be willing to . . ?” www.judithkconsulting.com
  • 29. Get specific Instead of . . . Say. . . Org Y’s campaign is weak. . . I’d like to propose that we . . . Someone should. . . I’m willing to . . . What do you guys think about Is there anyone in the room the idea that . . . who would object if I went ahead and . . . ? We need to . . . Joe, would you be willing to. . ? www.judithkconsulting.com
  • 30. Practice statements: Focused? Specific? Actionable?  Not enough money was raised last year.  We need to close the gap if we are to continue at our current rate of service delivery.  We should have allocated our resources differently last year.  That doesn’t make sense.  Thanks, everyone for coming. I see John isn’t here yet.
  • 31. Step 3 Facilitate people meeting each other’s needs www.judithkconsulting.com
  • 32. Example A Executive Director Development Program Admin Director manager Assistant Clarity about what Support organizing Reliability of Direction Needs human resources materials for grant resources for about which are available application due clients way his (mostly time) this week efforts will be best put to use www.judithkconsulting.com
  • 33. Example A – slide 2 Executive Director Development Program Admin Director manager Assistant Need(s) Clarity about what Support organizing Reliability of Direction human resources materials for grant resources for about which are available application due clients way his (mostly time) this week efforts will be best put to use Gift(s) Support for DD Connections with 2 Connection Support ED with in-person major donors who at Nonprofit and DD with asks; direction for may be willing to Y admin tasks. and coordination step up their with other staff giving; Creativity members once in developing case plan is decided. statement to foundation www.judithkconsulting.com
  • 34. Step 4: Affirm, congratulate, and thank people www.judithkconsulting.com
  • 35. Gratitude can revolutionize the way you work with groups. Banksy www.judithkconsulting.com
  • 36. Step 5: Repeat Gain Affirm, awareness of congratulate, needs & thank contributions Facilitate Make things needs clear and getting met actionable www.judithkconsulting.com
  • 37. DON’T WORRY. Anne-Sophie Leens Take one step at a Nicola Whitaker time.
  • 38. Review: Mutual Contribution Circle 5 Steps 1) Gain awareness of needs & contributions (yours & theirs) 2) Make things clear and actionable 3) Facilitate needs getting met 4) Affirm, congratulate and thank people 5) Rinse and repeat www.judithkconsulting.com
  • 39. These tools will enlarge your capacity to meet needs, and empower you to work with more and different groups. . www.judithkconsulting.com
  • 40. Further Resources Email me at: judith@judithkconsulting.com For articles by Alpha Lo, go to http://opencollaboration.wordpress.com/ For more information on NVC, go to cnvc.org www.judithkconsulting.com
  • 41. Find listings for our current season of webinars and register at: NonprofitWebinars.com A Service Of: Sponsored by: