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Is AmeriCorps Right For Your Nonprofit?

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August will be here in a few weeks and so begins a new AmeriCorps season. Soon, thousands of young people will start a year of service working for our local nonprofits. If you’re not familiar with the AmeriCorps program, it is a division of CalSERVES often described as the “Domestic Peace Corps” (more information about the program on their website). The program is credited with cultivating hundreds of today’s nonprofit leaders.

For nonprofits, AmeriCorps offers a subsidized full-time staff person for a period of 10-12 months. Nonprofits apply to host an AmeriCorps member and agree to pay half of the AmeriCorps member’s stipend. For many nonprofits, AmeriCorps provides critically needed staffing capacity at a greatly reduced cost. However, it is an employment program and, just as in any other hiring scenario, participating nonprofits can suffer AmeriCorps “mis-hires.”

If you are considering hosting an AmeriCorps member, we’d like to offer the following tips and
suggestions to ensure that your organization’s participation in the program is as successful as possible:

1. Have a very clearly defined job description.

AmeriCorps must take the candidates who have applied for positions and match them with hosted positions. You enable AmeriCorps to identify the best possible match for your organization when you can be very clear about the skills and abilities you need. What minimal experience do you need your AmeriCorps member to bring to your organization to serve you well? What day-to-day responsibilities will they have? What end product do you hope they deliver at the end of the service term?

Stay true to your job description. It is your right and privilege to request another AmeriCorps candidate if you feel the first one presented to you is unable to fulfill the defined role and responsibilities.

2. Remember that AmeriCorps members are often new to corporate and business environments.

AmeriCorps members are mostly college students who have had minimal, if any, corporate or business environment experience. Nuances of professional behavior and dress may be unknown to them. AmeriCorps offers some training to support its members, but as a host, you will be required to offer additional training and guidance. If you are asking your AmeriCorps member to help with your marketing you may have less training to do than if you’re asking them to interface with donors or clients. Do you have time to offer the guidance and mentorship an AmeriCorps member will need to serve you well?

3. Read the AmeriCorps contract carefully to understand its terms.

Because “mis-hires” happen, it’s important to understand the terms of the AmeriCorps contracts and the amount of time allowed to exit the contract and receive a refund if the AmeriCorps member is not performing to expectations. You’ll also want to confirm the proper procedure for documenting and addressing performance issues related to your AmeriCorps volunteer and what protocol to follow when there are grounds for immediate dismissal, such as incidents of theft. What recourse do you have if suddenly your AmeriCorps volunteer stops showing up for work? Unfortunately, it happens.

4. Re-confirm that the AmeriCorps program is the right fit for your organization.

After following each of the steps above, take a moment to reflect with your board or colleagues if an AmeriCorps volunteer is the best solution for your organization’s needs. If you don’t have the time to successfully mentor your AmeriCorps candidate or if AmeriCorps candidate presented to you is not a good fit for the job, perhaps hiring a part-time employee with more work experience and the ability to work independently is a better use of your limited resources, both with respect to your available time and finances.

AmeriCorps can be a tremendous boost to your organizations productivity when you do the due diligence to support your success. Use these steps to make sure you do.

Help for Best Hiring (and Firing) Practices

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PICMaybe it’s evidence that our economy is really improving and our organizations have more resources to make long-overdue budget and program to expansions? Or, maybe, as our society ages, more longtime volunteers and donors are making the “ultimate gifts” through generous bequests in support of critical operating needs? Or, maybe, volunteer and employee turnover continues to reoccur and has us looking for solutions to end the cycle that plagues our organizations? Whichever the reason, Spokes has received a rash of recent inquiries and requests for assistance in hiring new employees (especially executive leaders), staff restructuring and mergers. In response to these inquiries, we’re pleased to offer a few quick resources and announce the launch of our new Executive Search Services!

Hiring a new employee can elevate your entire organization when you hire the “right” person. Likewise, it can be downright treacherous and cause lots of expensive and collateral damage for the organization and other staff when you hire the “wrong” person. “Background Checks Vary but Need to Be Robust and Fair” by Eden Stiffman, an article recently published by the Chronicle of Philanthropy, offers some practical considerations for researching a candidate before making an offer. Suggestions include using a third-party to conduct a verified background check and establishing a formal policy regarding if/how social media will be reviewed as part of your candidate evaluation. Read the full article here.

NOTE: If your organization would like to conduct background checks on candidates, remember that the California Association of Nonprofits has discounted services available to its members. Your insurance provider may also have cost-effective options for you. And, if you have a payroll services contractor like Paychex, you may have access to employee screening services through your payroll processor. Remember to budget these checks into your search and hiring costs as they can be expensive.

Often, hiring a new employee is proceeded by the unfortunate reality of dismissing another one. The best practices for dismissing an employee due to reorganization are different from the best practices of dismissing an employee for performance-related issues. Read the Chronicle of Philanthropy’s article, “Advice: How to Know if it’s Time to Fire an Employee” by Pratichi Shaw, to learn what steps are best to take for your specific situation. And, the Chronicle’s article “Terminating an Employee: Handling the Aftermath in Your Organization” also by Shaw offers additional advice to help guide your organization through the after-affects of any employee changes.

Looking for a little more hands-on help? Spokes may have just what you’re looking for! We’ve recently finalized and launched our NEW Executive Director Search Services to assist you in finding your organization’s next great leader. We offer a full suite of services from soliciting and evaluating candidate applications to facilitating your interview and decision-making processes. Services can be provided “a la carte” or comprehensively, based on your organization’s unique needs. For more information, please complete our online consulting inquiry form or call our offices at 805-547-2244.

Support Volunteers Who Drive Your Organization Forward

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CalNonprofits is notifying nonprofits of a little-known provision of the Obama Administration’s 2015 proposed budget: an increase in the rate at which volunteers can deduct the costs of mileage when they drive as part of their volunteer work.

CalNonprofits is encouraging nonprofits statewide to send a letter or message to their Congressional Representatives.  Here’s an easy way to get their contact information if you need it, and a sample letter is below.

CalNonprofits acknowledges that, while there are many issues in the budget that have higher impact than volunteer mileage reimbursement, it’s important for nonprofits to speak out on this issue to collectively raise the profile of volunteerism as an important economic and social force for communities.

SAMPLE LETTER

Dear ______

I/we write this letter in support of the Volunteer Mileage Reimbursement Rate portion of the Administration’s 2015 budget proposal. As documented on page 272 of “General Explanations of the Administration’s 2015 Revenue Proposals,” it states:

“Under current law, taxpayers may deduct unreimbursed expenses directly related to the use of an automobile in giving services to a charitable organization. As an alternative to tracking actual expenses, taxpayers may use a standard mileage rate of 14 cents per mile. This rate is set by statute and is not indexed for inflation or otherwise adjusted overtime. . . .  The proposal would set the standard mileage rate for the charitable contribution deduction equal to the rate set by the IRS for purposes of medical and moving expense deduction [23.5 cents per mile].”

We still believe that when taxpayers use their own cars as volunteers to drive patients to doctor appointments, deliver meals to the homebound, or to get to a Habitat for Humanity worksite, they should be able to deduct the same amount per mile that business owners can — which is currently 56 cents per mile. Nonetheless, an increase to 23.5 cents per mile is a helpful improvement from the extremely low and unfair rate of 14 cents per mile.

As was demonstrated in the recent economic impact study of California’s nonprofit sector — Causes Count — more than one in four Californians volunteer, and California volunteers do the equivalent work of 450,000 full-time workers. In nonprofits of all sizes, there are more volunteers than paid staff. In short, California nonprofits are not only major employers, they leverage the work of millions of volunteers in service of their communities. It makes no sense for a lawyer, for instance, to be able to deduct 56 cents per mile when she drives to see a client, but only 14 cents a mile when as a volunteer she drives to a school to talk about the Constitution to high school students.

We urge you to support the inclusion of this provision in the final bill that is passed.

Sincerely,

Name, Title, Organization

Give It A Break Already! Working too much can hurt productivity.

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What do Americans, Japanese and Korean workers all have in common? They all come from cultures that equate working long hours with high performance and productivity. And, they’re all wrong.

In fact, Japan and Korea rank lowest worldwide for individual worker productivity.  And, the United States is ranked by the World Health Organization as the most anxious country in the world.

The American nonprofit sector tends to take this myth a step further with its chronic understaffing and a pervasive martyr-complex, which implies that creating meaningful change requires great personal sacrifice. As a result, burnout rates among nonprofit employees are rising with 3 out of 4 executive directors planning to leave their jobs within the next 5 years.

For the sake of the public that relies on the programs and services of our nonprofit organizations, it’s time for us to shift our definition of a “good employee.” Would you rather have an employee who works 60 hours in the office to complete his/her tasks, gets bored and cruises social media sites throughout the day and frequently misses work days due to illness? OR, would you rather have an employee who works 32 hours a week to complete his/her tasks and spends more time rejuvenating with friends and family and practicing good self-care?

Brigid Schulte has written a new book, Overwhelmed: Work, Love, and Play When No One Has the Time, about why work has become overwhelming for so many people and how nonprofit leaders can ease the burden for their staffs. Her tips include encouraging staff to take regular breaks after each 90 minutes of concentrated work. And, to stop scheduling so many meetings!

Stop Losing Productivity In Your Inbox: Delegate to an Assistant

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In this below July 1st HBR Blog Network article How To Delegate Your Email to An Assistant, author Alexandra Samuel provides insight on ways nonprofit upper management can relinquish control and time lost in your inbox. In summary she suggests…

  1. Determining who can provide you with email support
  2. Setting up a system where they can manage your inbox collaboratively
  3. Creating rules and guidelines to make most of your delegation

How To Delegate Your Email to An Assistant, by Alexandra Samuel

In the early days of the internet, email natives loved to trade tales of executives who asked their assistants to print out emails so they could read and respond to them on paper. Now we all use email, and assistants are a seemingly rare commodity. But they can still play a useful role in managing your messages.

That kind of support is no longer limited to the lucky few who have administrative help on staff, either. Thanks to the emergence of the collaborative economy, in which people can access services on a pay-for-use model, there are more and more options for getting administrative support, whether it be using a virtual personal assistant service like Zirtual, hiring a part-time assistant through Craigslist, or having more traditional access to administrative support through your company.

An assistant can reduce the burden of email management in ways automated systems can’t, be they third-party plugins or rules and filters that you set up within your inbox. They can function as your email triage system, conduct your daily inbox reviews, or even reply to individual messages. The most effective setup combines human support a smart set of email rules and filters—so that you’re not wasting your assistant’s time on the routine job of deleting junk mail or filing missives that you don’t need. Considering how much of your workload likely involves reviewing incoming messages, replying to calendar requests and ensuring your top-priority emails get answered promptly, asking for assistance with email triage is in fact one of the best uses of administrative support.

The decision to delegate

If the idea of delegating email management fills you with alarm, know that you don’t need to give someone full access to your email in order to get meaningful help managing your inbox (more on this in the setup section below). How much of your email you delegate depends not only on how much support you have available, but also on your working style, your relationship with your assistant, and your office culture. Here are few questions to ask yourself before deciding how much email management you can delegate, and whom you want to hire for that support:

How much skill and discretion can you expect? In the most ideal situation, you’d get daily support from a highly trusted assistant who has direct access to your inbox and outbox, so they could work through calendar invitations, billing or financial admin, or other routine requests. But trusting someone with your outbox is only advisable if you trust that person’s judgment about your work and priorities, and know that their grammar and spelling is at least as good as your own. And trusting someone with direct access to the whole of your primary inbox is only advisable if you can expect that person to exercise as much discretion as you’d get from a priest or therapist. If you’re working with part-time or virtual support, you’ll need to scale back these expectations; it will be your job to decide which emails your assistant sees and addresses, rather than vice versa.

What kind of relationship do you have with this person? If you rely on a certain amount of professional distance to make your working relationship successful, it may feel awkward for your assistant to come across personal email from friends or family. If your assistant is paid by your company, rather than you personally, take care to avoid exposing your assistant to messages that could create any conflicts of interest (for example, correspondence about a possible job change).  And if you share your assistant with others, think carefully about whether managing your email is feasible in the context of your assistant’s overall workload.

What’s normal in your office? If your peers get help managing their email, or there’s a common practice of delegating certain kinds of email management (like calendaring), then don’t hesitate to do the same. If you would be the first person at your level to get email triage assistance, talk with your manager, HR team, or IT department (to ensure you’re complying with email security guidelines) before asking your assistant to help. And if you’re thinking of hiring an outside assistant on your own nickel, make sure that you only forward or share email in a way that complies with your company’s email policies.

Setting up delegation

Once you have determined who will provide you with email support and to what degree you will rely on them, you need to set up a system that will allow you to manage your inbox collaboratively. That system includes both the technical set-up that will let you share email, and establishing clear expectations about how you and your assistant will work together. I recommend:

Using delegation services: Since sharing your password is a risky proposition, it’s a good idea to share access to your email by using a delegation service like those provided by Gmail or Outlook. Delegation allows someone else to access your email using their own password; you can revoke that access at any time. Outlook even allows you to customize your delegation setup to limit which items your assistant can view.

Creating a second email address: If you’re concerned about providing an assistant with direct access to your email, creating a second email address can be a useful strategy. This can work in one of two ways, depending on how much of your email you want your assistant to handle. If you’d like your assistant to see virtually all your email, provide her with access to your primary inbox, and create a separate email address that you share with people who need to be able to communicate with you on a confidential basis. (You can also use that second email address when you’re on vacation: ask your assistant to forward only those emails you must see, and enjoy the peace of ignoring your main email address.) If, on the other hand, you want your assistant to only handle selected correspondence, set up an address you can forward incoming mail to (possibly via mail rules) and give your assistant access to that address instead.

Specifying your reply protocol: Agree on whether your assistant will reply to emails as you, or by forwarding your emails to an account in his own name, and replying from there (“Sarah forwarded your email, and asked me to find a time for you to meet”).

Drafting sample replies: Particularly if you have a new assistant, or are trying to delegate email for the first time, write a few sample replies your assistant can use as the basis for her own messages. This is especially important if you are authorizing your assistant to send messages as you. While you’re at it, create a few standard replies that you can use yourself whenever you’re forwarding an email to your assistant (“My assistant Jim Smith, cc’ed on this email, can get back to you with a meeting time.”).

Making the most of delegation

Once you have your delegation system in place, there are a few practices and tools that facilitate collaborative email management:

Timing: Agree on when and how often your assistant will review your inbox. If you have access to daily support, your assistant can review your messages first thing, and perhaps at a couple of other agreed-upon times during the day; you’ll look at your inbox after your assistant has moved all extraneous messages into a folder (or folders) that he will work through himself. If your assistant is only providing a few hours of support each week, forward him the messages you’d like him to handle, or put them in a designated folder — just be sure to also reply to your correspondents, letting them know you or your assistant will get back to them in a few days.

Flags and tags: If your assistant has direct access to your inbox, ask her to flag every email in your inbox that you should personally read or address, or conversely, tell her that you will flag any email you want her to handle. This will work best if you are using a system of mail folders, labels or tags to file emails of different types: set up a category or label (“Assistant”) that you can apply to any message your assistant should address, and one (“ReadThis”) for any message you need to read yourself, and make sure you each apply those labels as needed when either of you go through the inbox.

Forwarding: Set up mail rules that forward specific kinds of messages to your assistant, such as meeting requests or invoices. You can also set up a rule that forwards any flagged/starred message, or any message with a specific label; that way you can quickly tag any message you want forwarded, without having to manually forward each one.

Filter-proofing:  If you’ve been reluctant to set up rules that move messages out of your inbox before you see them, an assistant can provide a safety net in case things go astray. Just ask your assistant to regularly review all your unread mail (for example, by looking in Gmail’s “all mail” folder, or doing an Outlook search for all unread mail) so that if an important message gets caught by your mail filters, he can move it back into your inbox.

While I came up with most of these tactics at a time when I had a wonderful full-time assistant, they are still useful to me even though now I have only occasional, part-time help. When I hire or task someone to help me on a major project, I often include email support as part of their mandate — and use tactics like selectively forwarding email, or delegating my helper to reply on my behalf.

The biggest challenge in getting email support is making the mental shift away from thinking of email as an area of responsibility that is yours and yours alone. Email is an enormous part of the workload for most professionals. Get help with this area of responsibility, and you’ll not only find it easier to stay on top of email — you’ll find it easier to stay on top of all your work.

See the article on blogs.hbr.org.

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