Understanding Nonprofit Mergers and Acquisitions: A Primer

“Merger-mania” has come to be a prominent defining characteristic of the nonprofit sector in the first decade of the 21st Century, as a growing level of organizational consolidation provides strong evidence that a wide-spread restructuring of the sector is underway. The article linked below provides an executive overview of contemporary literature on nonprofit mergers, with cites and references to support continued study, as well as a summary of the ways in which nonprofit organizations can consolidate, key considerations before such actions are taken, and an overview of the due diligence process required to bring a merger to fruition. At bottom line: such actions are not for the faint of heart, though when executed with caution and care, they may provide immense improvements in efficiency and the quality of services that nonprofits can offer to their communities.

Understanding Nonprofit Mergers and Acquisitions: A Primer

Understanding Organization Development: A Primer

Wendell L. French and Cecil H. Bell, Jr. once defined Organization Development (OD) as “a long-term effort, led and supported by top management, to improve an organization’s visioning, empowerment, learning and problem-solving processes, through an ongoing, collaborative, management of organizational culture — with special emphasis on the culture of intact work teams and other team configurations — using the consultant-facilitator role and the theory and technology of applied behavioral science, including action research.”

For contemporary managers, it is often difficult to choose between “flavor of the day” management and process improvement theories, which may or may not be underpinned by testable, repeatable, scholarly research. To help get past this potential muddle and the marketing bugaboos that exploit it, I offer the article posted at the link below, which provides a high-level introduction to some of the seminal research in the OD field, with cites and references to allow further exploration.

Having a stronger sense of the academic literature in this field can help separate the snake oil salesmen from the legitimate change agents when they come knocking at your corporate door. And, believe you me, they will come knocking, and they’ll promise to transform your operation, for a price. Sometimes, it will be worth it. Other times, not. But at bottom line: if a self-proclaimed OD professional, management consultant or “life coach” doesn’t know who Lewin, Schein, Senge and Argyris are, then you can feel very confident in showing them to the door, and saving your organization a healthy chunk of otherwise ill-spent capital in the process.

Here’s the link to the full article . . .

Understanding Organization Development: A Primer

On Success, And Who Defines It

When I was a kid, one of the boys in our pack decided that he didn’t like his gender-neutral first name anymore, and would prefer to be addressed by a more masculine nickname. A neighborhood kid meeting was called, we were all informed of his decision, and directed to address him only as “Rock” from that point forward.

Unfortunately, The Boy Who Would Be Rock forgot one of the most important Laws of the Playground: “Thou Shalt Not Pick Thine Own Nickname.” Within weeks, his requested appellation had devolved into “Wormy Rocky,” which stuck, and which every kid in the neighborhood and the school called through the years that followed, and which probably still haunts him whenever and wherever his old friends gather, over three decades later.

I’m reminded of this story every time I hear representatives of the burgeoning “life coaching” industry touting “success” as a product that they can sell to the individuals who hire them — because the belief that a person can ever unilaterally declare himself or herself to be a “success” is just as misguided as a person believing that they can unilaterally choose their own nickname, especially when such a declaration requires adopting tortured definitions of the word “success” itself.

You may work hard, on your own or with hired assistance, to reach a point where you can declare yourself happy, or content, or self-actualized, or fulfilled, or comfortable, or pleased with yourself, or proud, or any number of other terms that address your inner emotional states, and those are fine and grand achievements, in and of themselves. Well done, you!

These positive inner emotional states are not, however, synonymous with “success,” which is a label that gains resonance primarily when it is applied to you by others, based on the cultural norms of the society or group in which you live. And as my unfortunate friend Wormy Rocky learned, the harder you try to pin a label on yourself, the more likely it becomes that the other members of your society or group are going to start calling you something derogatory instead, especially if your self-claimed label doesn’t correspond with their own empirical observations.

Success peddlers often market their snake oil by formulating a logically-fallacious world wherein the absence of a thing called “success” is equal to the presence of a thing called “failure.” They then define “failure” as a product of the choices made and habits embraced by their would-be clients, essentially declaring such failures to ultimately be the clients’ own faults. With their assistance, they claim, such choices and habits can be corrected, flipping the life toggle from the “failure” to the “success” setting, to be followed by continued (paid) consultation, lest their new successes lapse back into their pre-intervention failure ways.

This seems grossly opportunistic to me, and the approach seems designed to prey upon the insecurities of the more emotionally vulnerable members of our society.

At best, hiring a life coach or any other consultant to deliver “success” to an individual is tantamount to paying someone to play the role of a friend or a cheerleader, which may be an effective gambit for some, and perhaps even worth the money for people who place a high value on emotional contentment and self-satisfaction, and need such reinforcement to achieve it. No hurt, no foul there, really, if it is a satisfying transaction between consenting adults who understand the rules of the game they are playing with each other.

As prospective clients grow more emotionally or financially vulnerable, however, there is a real risk of deep damage being done to them when under-trained life coaches inject themselves into spaces that are better filled by counselors, financial advisers, mental health professionals, clergy or other properly trained and credentialed service practitioners.

Unfortunately, it seems that much of the “success” marketing in the modern self-help industry is, indeed, targeted toward such people, whose belief in their own perceived failures may be as much a function of mental illness or addiction or the crushing effects of a dire economy as it is a function of how their peers actually view them. Exploiting such people by selling them pablum and bromides seems professionally deplorable to me.

For people (or organizations) that are truly seeking to achieve tangible success in the eyes of their own cultures and communities, any hired help that they engage must be prepared to offer measurable, deliverable, meaningful goods and services, rather than simply touting some nebulous, all-encompassing, self-proclaimed definition of “success” as an end commodity itself.

When you step back and analyze such ill-defined marketing claims, the very concept of life coaching or success training as some sort of holistic, all-encompassing discipline is, ultimately, absurd, as jacks (or coaches) of all trades are almost always masters of none.

If you need help with job transition, then you should engage a proven employment counselor or human resources organization, not a life coach. If you need assistance managing your finances, work with a qualified financial adviser, not a life coach. If you need emotional counseling, work with a therapist. If you need help with organizing your living and working spaces, call a closet consultant. If you need time management skills, find a professional organization or continuing education center that offers such courses. If you need to improve your physical fitness, hire a trainer, or join Weight Watchers.

If you can afford a life coach, then you can afford these services, and if you can not afford a life coach, then many of these services may still be available at no cost from credentialed, licensed nonprofit providers in your community. And working with professionals who are trained to deal in and produce tangible, measurable outcomes in their specific areas of expertise is likely to reap you more long-term benefit than working with a personal consultant whose primary motivation may simply be to continue a paying relationship by doing whatever it takes to make you feel good about yourself.

Feeling good about yourself does not necessarily make you a success, though, any more than being perceived as a success will necessarily make you feel good.

Equally important, not being perceived as a success does not necessarily make you a failure. The world is not digital, and there’s a whole lot of gray space between the poles defined by those labels.

At bottom line, we don’t become successes by hiring cheerleaders to plumb our inner spaces with us, then declaring “I am a success” to a skeptical world around us, which may see strong evidence to the contrary in the very decision to hire a life coach in the first place. Anyone could achieve that form or success, and when everyone is a success, then no one is a success, really. How dull.

We truly become successes, rather, by looking to the world around us, understanding its expectations, and figuring out ways in which we can productively use our own unique talents and skills to meet those expectations. Not everyone can do that, so when a culture recognizes those who do, such recognition has merit, meaning and resonance.

And it’s always better to hear “you are a success” from someone who isn’t being paid to tell you that, right?

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