24 Aug, 2022

Try This: Assess Staff & Board Buy-In

By |2022-08-22T13:24:01-04:00August 24th, 2022|Categories: Strategic Planning & Sustainability|Tags: , , , |0 Comments

Try this and let me know how it goes for you.

This post is a follow up to What’s in it for Me? Evaluating Stakeholder Engagement, where I shared, “If [the question] “What’s in it for me?” sounds self-serving, it’s because it is. In order to increase engagement, communities and the people driving the actions to produce change should easily see how their involvement leads to the change they wish to see.”

In other words,  what you’re asking them to do not only has to make sense, but has to be worth it for them.

In theory, as their leader, what you should say goes, right? These days, this isn’t without a lot of push back.

In an ideal situation, you wouldn’t have to convince staff and board that what you want to happen matters. I’m sure it’s frustration when you experience the push back.

I recently finished a project where I observed that the executive director cared about that the process than staff and partners did.

Well, I could tell they understood the importance of the project and how it could support their work, but there was major hesitancy.

Let’s explore getting your staff, board (and anyone else that’s important to your project) on board.

This activity is ideal for:

  • Board of directors, staff, and other stakeholders expected to participate in this project

Here’s what you’ll need:

  • Schedule time for this activity, where you can work with minimal interruption. Make sure to schedule breaks!
  • Whatever setup you use to capture your process (laptop, pen and paper, whiteboard, etc.). Make sure it’s kept in a place that you can refer back to

The steps:

(more…)
17 Aug, 2022

Let’s Build a Partnership

By |2023-03-22T19:17:12-04:00August 17th, 2022|Categories: Strategic Planning & Sustainability|Tags: , , |0 Comments


Recently, the Association of Social Work Boards (ASWB) published data on the 2022 pass rate for the ASWB licensing exam. The analysis concluded major disparities in pass rates for Black test takers, older adults, and other marginalized groups.

The data were published as a result of years of advocacy and pressure from the National Association of Social Workers, schools of social work, other social work organizations, and individual test takers. Previously, data on pass rates were never released.

I’ve shared my experience with preparing for the licensing exam before, and while majority of test takers pass this exam on the first try, questions about the fail rates were enough to warrant looking into this. Lack of social work licensure can result is loss of job opportunities for many social workers, so it makes sense to explore why these disparities continue to exist.

This is an example of bringing together a group of individuals who care about an issue, and work together to address it. Test takers, professors, licensing exam prep experts, exam test question writers, and more were all needed for this process.

Part of my role as a facilitator includes facilitating partnership meetings.

The Centers for Disease Control and Prevention (CDC) identifies a partnership as “organizations that share a common focus and combine resources to implement joint activities, avoid[ing] duplication of effort, ensuring synergy of resources, and enhanc[ing] overall leadership.” From my viewpoint, this also includes individuals who may not be part of an organization but hold a significant amount of knowledge, power, and connections.

Partnerships may develop in response to an emerging issue (such as disparities in test taking scores) and ideally, you’re bringing together individuals that care about the impact of this emerging issue.

A tricky aspect of building a partnership includes understanding the partnership’s purpose and selecting the appropriate individuals and organizations. Every entity mentioned in the licensing example plays a pivotal role in how students prepare for this exam and how the exam is written and administered.

Another aspect of building a partnership is understanding that, while everyone cares deeply about the issue, they have their own ideas for addressing it.

So, how do we bring together various important perspectives to reach a common goal? Here are seven questions to consider for building a partnership:

(more…)
3 Aug, 2022

Ask Nicole: Trust & the Client-Consultant Relationship

By |2022-08-02T22:35:30-04:00August 3rd, 2022|Categories: Consulting|Tags: , , |0 Comments

Have a question you’d like to be featured? Let me know.

A year or so before leaving my old agency, I conducted an intake assessment with a new client. They were in their early twenties and presented as a young man. They were soon assigned to my caseload, and after a few appointments together, they arrived unannounced to the office and asked for me.

When I got the call from the receptionist, I didn’t recognize the client’s name, and after combing through my electronic records, I couldn’t find them in our electronic charts.

The client somehow knew my name and insisted with the receptionist that I was her social worker. After speaking with my supervisor, we both walked to the waiting area.

As we got closer to the waiting area, I saw a young woman standing at the reception desk. She turned to looked at me and waived.

And I realized who she was.

After we sat down at my desk, I said, “Well…you look differently from the last time I saw you.”

She laughed, saying, “I wanted to get to know you first before I felt comfortable showing you who I really am.”

The client was a young transgender woman, and at this meeting she presented as such and shared her transition story with me.

This was one example of many I experienced, where the key takeaway was understanding that important information may not be revealed at the onset.

When we look at our familial, social, work, and romantic relationships, some people know certain information compared to others.

But at the start of my social work career, this frustrated me, as it felt I had to do a lot of digging in order to provide appropriate care.

But you can’t rush trust building.

How I engage with client organizations today is pretty similar to how I engaged with individual clients.

And as a consultant, you won’t know how the relationship with the client organization will go until you’re on the project. And like the takeaway above, important information may not be revealed initially.

(more…)
27 Jul, 2022

A Project is Never Just a Project

By |2022-07-25T13:28:41-04:00July 27th, 2022|Categories: Consulting|Tags: , , |0 Comments


I’m partnering with a health policy research firm on a multiyear contract to support a philanthropic foundation’s work in increasing its ability to thoughtfully invest in community-driven birth equity solutions.

A month ago, while administering a pre-assessment in preparation for a staff training, my project partners and I noticed how staff were responding to the assessment questions. There were a variety of concerns, mostly around how this initiative will impact their work, addressing power dynamics in moving the work forward, and having more of a voice in the planning and implementation of interventions.

Instead of moving forward, we asked for additional time to develop the training in a way that gives staff the opportunity to address this concerns.

From a project management perspective, you try avoiding delays, but in cases such as this, they’re necessary.

A project is never just a project. It operates under many dynamics, both internal and external, that can impact its success.

Because of this, organizations have to look at their programming within the totality of everyone and everything that’s involved.

(more…)
15 Jun, 2022

Try This: The SOAR Analysis

By |2022-06-15T15:49:19-04:00June 15th, 2022|Categories: Strategic Planning & Sustainability|Tags: , |0 Comments

This this activity and let me know how it goes.

You’ve probably heard of the SWOT analysis. Strengths, Weakness, Opportunities, and Threats. It’s considered a traditional component of the strategic planning process.

It’s useful, for the most part.

What I mean by this is that, a glaring issue with the SWOT analysis is that the SWOT analysis has a tendency to focus on deficits within an organization, with the intent of fixing issues and problems.

This can often be draining to your stakeholders to always think of the problems.

Another issue with the SWOT analysis is that everyone has to agree that what’s considered a “weakness” or a “threat”, as much as their needs to be agreement on what’s a “strength” or a “opportunity”. This is really based on your perception.

Dismissing the SWOT analysis doesn’t mean dismissing potential barriers to your strategic success, but it does prevent us from creating experiences that’s more engaging during the strategic planning process.

Enter the SOAR analysis.

This activity is ideal for:

  • Board of directors, staff, and other stakeholders involved in your strategic planning process

Here’s what you’ll need:

  • Set aside a full day (or several) for this activity, where you can work with minimal uninterrupted (as we’re still in a pandemic, determine how this will work for an in-person setting or a virtual setting) Make sure to schedule breaks!
  • Whatever setup you use to capture your process (laptop, pen and paper, whiteboard, etc.) but make sure it’s kept in a place that you can refer back to
(more…)

This Is A Custom Widget

This Sliding Bar can be switched on or off in theme options, and can take any widget you throw at it or even fill it with your custom HTML Code. Its perfect for grabbing the attention of your viewers. Choose between 1, 2, 3 or 4 columns, set the background color, widget divider color, activate transparency, a top border or fully disable it on desktop and mobile.
Go to Top