Notes for the
Reflective Practitioner

by Paul Pribbenow, Ph.D.

Philanthropy is a journey. 

Let JGA be your guide.

Johnson, Grossnickle and Associates LLC
PO Box 576
Franklin, IN  46131
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jga@jgacounsel.com

 

Volume Two, Number Five (June  2001)

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 "What we have loved, others will love, and we will teach them how."

(W. Wordsworth, from "The Prelude")

 NOTES FROM READERS

 >>What you think<<

It has been an intriguing couple of months in my life since the last issue of Notes—how about you?  I am grateful for the many good wishes I received after folks read my observations on transitions.  Pamela Miller of Rockhurst University in Kansas City wrote with words of encouragement for me, but also commented that she believes that civility in transition is important for three reasons: it is the right thing to do, it gives her a sense of pride and respect, and it ensures that those we serve know that our concern for them and their work goes on even after we depart.  What a helpful summary of the reasons why our leavings must be carefully tended.

As I mentioned in my last issue of Notes, I was involved in final interviews for a college presidency in April and May.  Alas, I was the runner-up for the position, and with the season for presidencies now pretty much behind us for this year, I have made some arrangements for my work for the next year that take me down new paths.  I stepped down as dean for college advancement and secretary of the Board of Trustees here at Wabash College at the end of May.  As of July 1, I will embark upon two new roles: as Research Fellow for the Center of Inquiry in the Liberal Arts at Wabash College (the Lilly Endowment-funded center created to explore and promote the liberal arts) and as Senior Consultant for Johnson, Grossnickle and Associates (a fundraising and management consulting firm based in Franklin, Indiana). I am both grateful for these opportunities (allowing me another year to pursue college presidencies) and excited by the meaningful work my new roles will offer.  I’m sure there will be lots to share as the year progresses.  Thanks again for your support and good wishes.  My email address remains the same (pribbenp@wabash.edu), but I will work primarily from home (telephone: 765-361-0244, fax: 765-361-0264).  I also will have more time for some of my personal projects, including Notes (though I’ll forego the temptation to publish more often!) 

Occasionally, I (or my colleagues) refer to items from previous issues of Notes.   If you have not been a subscriber previously, and wish to review our conversations, past issues of Notes are available on-line.  The website version of Notes also includes helpful hyperlinks to sources for purchasing or subscribing to the various publications mentioned in Notes.   I thank my friends at Johnson, Grossnickle and Associates for their abiding support for our reflective practice.

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REFLECT ON THIS

>>Are you still reading?<<

Wabash colleague Bill Doemel, who keeps track of education and technology trends for many of us, forwarded this disturbing report from a Washington Post article (May 13, 2001):

“According to the survey firm NPD Group—which tracked the everyday habits of thousands of people through the 1990s—this country is reading printed versions of books, magazines, and newspapers less and less.  In 1991, more than half of all Americans read a half-hour or more every day.  By 1999, that number had dropped to 45 percent.

In addition, a 1999 Gallup Poll found that only 7 percent of Americans were voracious readers…while some 59 percent said they had read fewer than 10 books in the previous year…”

Bill’s questions for his faculty colleagues are: “How do we teach students who don’t read?  Do we just give up or do we find ways to acquaint them with the joys of reading?”

In a similar vein, I’ve just finished reading David Denby’s “Great Books: My Adventures with Homer, Rousseau, Woolf, and Other Indestructible Writers of the Western World” (Simon & Schuster, 1996), which is his account of returning to Columbia University when he was forty-something to retake the Western civilization core courses.  He admits that he had become something of a non-reader himself, and he feels that “what I had read or understood was slipping away.  I possessed information without knowledge, opinions without principles, instincts without beliefs.”  Reading the classics again—alongside students thirty years his junior—offered Denby the opportunity to see first hand what it meant to be challenged by radical ideas and narratives.  He came away with a clear appreciation for how reading—especially great books—enchants us before we are disenchanted, teaches us to love a text before we attack the sub-text, and offers us the chance to make a self before we find out that it doesn’t exist.

>>Thanksgiving and generosity<<

One of the most profound professional moments I have experienced occurred in a small room in an airport club in Newark, New Jersey, where the president of the college for which I worked, the national campaign chairman, and I met with an alumnus of the college to ask him to make a leadership gift for our campaign.

The initial chitchat gave way to a more systematic presentation of a case for his support.  And then there was the moment when the campaign chairman asked for the gift—the moment of asking, I find, is always full of expectation and anticipation and even a bit of grace.  The opportunity to ask surely is a gift.  I give thanks for such moments of grace.

But it was not so much the lead-up and the solicitation that made this moment stand apart for me—as much as I find the dynamics of such situations a source of great pride and privilege in my professional life. 

No, it was what followed that marks this occasion for me.

The prospective donor demurred.  “I don’t need my name on a building”, he said, “you know that.”  Which we did.  The president then offered this simple response: “But we need your name on the building, not because of your financial commitment, but because of what you mean to our college.  Your career symbolizes what our college aspires to be and do.  We need our students to be reminded of your example every day on campus.”  I give thanks for such moments of aspiration.

I then recounted for him how, in the visits we made to college alumni around the country, to a person everyone asked about him and commented on how proud they were for him and because of him.  During a particularly difficult time in the man’s professional career, his fellow alumni had been especially concerned about his well-being and asked to be remembered to him.  I give thanks for such moments of sincere caring.

Our conversation paused, and our prospective supporter took in our words.  “Thank you,” he said simply.  And then he went on to say that he would need to consider our request more seriously, discuss it with his family, and so on.  But there was something in his eyes that told me he already had made up his mind.  I give thanks for such moments of insight.

Two months later when the call came from our prospective donor with word of his intentions to make the gift to name the campus building, his generosity was confirmed.  But, for me, that generosity had already been confirmed in the thanksgiving offered in that Newark clubroom. 

Generosity—of spirit and means—is always preceded by, and inextricably bound up in, thanksgiving for all we have received.

[Questions for discussion:  In what ways do we as professionals create opportunities for thanksgiving before we expect generosity?  What are you thankful for—and how do you offer your thanks?  With what are you generous—and how is your generosity a result of thanksgiving?  What moments in your professional career have taught you valuable lessons?]

>>The challenge of managing knowledge: how do we know what we know?<<

I have a Charles Barsotti cartoon on my desk, clipped from the June 2001 issue of “Fast Company,” which depicts a CEO asking a subordinate: “Wilson, what exactly is a ‘knowledge worker,’ and do we have any on staff?”  A humorous and telling comment on the ubiquitous use of the concepts of knowledge worker and knowledge management that fill the management literature these days.  What exactly does it mean to be a knowledge worker?  And how do we manage the knowledge these workers supposedly possess and use in their work?

Management guru Peter Drucker first coined the term “knowledge worker.”  For Drucker, these knowledge workers or professionals are at the core of a Knowledge Revolution, made possible not through machinery, but through knowledge—systematic, logical analysis and cognitive science.  The key for success in the knowledge revolution, Drucker tells us, will be the social position of knowledge professionals and social acceptance of their values.  And the successful management of knowledge and knowledge workers has much to do with our ability to recognize and empower these professionals in the context of our organizations.

We’ve discussed here before the role of informal learning organizations and communities of practice as tools that help us to create, acquire, interpret, and retain knowledge (see Notes, Volume 1, Number 5, August 2000).  It is clear from the work of authors and researchers such as Peter Senge (“The Fifth Discipline,” Doubleday, 1990) and John Seely Brown and Paul Duguid (“The Social Life of Information,” Harvard Business School Press, 2000) that much of the knowledge our organizations most need to be successful is tacit, deeply embedded in the wisdom and know-how of workers and largely transferred through informal contexts (in other words, it is hard to put our fingers on the knowledge we need, let alone encourage its dissemination and use).

Many organizations have responded to the Knowledge Revolution by investing in sophisticated software programs, intranets, and other tools as ways of capturing what we know.  Authors like Thomas Davenport, Laurence Prusak, and Joseph Horvath (see Davenport and Prusak’s “Working Knowledge: How Organizations Manage What They Know,” Harvard Business School Press, 1998) point out that these tools may work for explicit knowledge management—the sorts of information we can write up in a document and share via a database.  But tacit or implicit knowledge requires more nuanced management strategies, ways of capturing knowledge that have a lot more to do with organizational culture and competitive edge than with step-by-step processes.  At Wabash College, we have struggled with this precise question as we attempt to understand what it is we do well (and not so well) in educating students.  It has become clear that curricula and clearly articulated policies and programs—explicit knowledge—don’t begin to help us fully understand the culture, the spirit, the élan of the institution—the knowledge that gives us our edge, if you will.

There is not much guidance out there about how best to get at this tacit knowledge, but there are some initial benchmarks or signposts to guide us:

* Tacit knowledge points us to the nonlinear ways in which our work gets done.  For example, traditional human resource methods are anathema to knowledge; who cares how many hours you work, what’s more important is what you’ve learned and what you need to know to do you job.  We must be willing to look at our organizations in nonlinear ways and change the ways in which we work to support the ways people know.

* Managing knowledge is all about being ready for change.  And one of the biggest obstacles to flexibility and agility in an organization is the culture.  So, if we don’t work on managing the culture, making it more open to change, we won’t be able as agile as needed to be successful.  Knowledge management then, at its core, is about organizational culture.

* Managing knowledge is not an end in itself.  It must be a tool in service of organizational priorities and values.  At your social service agency, for example, managing knowledge must be linked to serving your clients more effectively.  This organizational focus helps to make knowledge management a process that employees share in and embrace—it helps them do their jobs better.

* Managing knowledge for your organization must be someone’s responsibility.  A trustee here at Wabash is fond of saying: “Someone must wake up every morning worried about how well we’re managing knowledge.”  Otherwise accountability gets diffused.  Who is responsible for eliciting lessons from organizational initiatives, documenting results and best practices, helping others to use what we’ve learned to improve what they do?  Who determines what it means to measure progress?  Who sets the outcome and process measurements to ensure that we’re reaching the goals and objectives we agreed were most critical?

Humorous cartoons aside, all of us and our organizations are part of the Knowledge Revolution, and we all are knowledge workers.  The challenge we must not lose sight of is how well we must manage, position, and value the knowledge (both tacit and explicit) that is at the heart of our mission-based work (see also, Nancy Dixon, “Common Knowledge: How Companies Thrive by Sharing What They Know,” Harvard Business School Press, 2000).

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PRACTICE THIS

>> Resilience in the face of adversity: rules for navigating ambiguity<<

The participants in my management and leadership workshops around the country often describe workplaces and organizational circumstances that are characterized by crisis and adversity.  Certainly if the number of cell phone calls that interrupt our sessions are any evidence, it is increasingly difficult for many of us to get away from the pressures and demands of crisis-driven offices (especially if the crises are self-defined!)

An article in the April 2001 issue of “Fast Company” describes the work of a firm called Adaptiv Learning Systems, which teaches people to stay resilient in the face of adversity.  Among the principles they teach:

* Explain yourself—dealing effectively with a problem or setback begins with how you explain it: to yourself and to others.  Too many people learn negative or helpless ways of thinking (what I have called a “perspective of scarcity” rather than of “abundance”).  The result is that crisis situations are often explained in ways that perpetuate, rather than mitigate, adversity.  Adaptiv suggests that we must be reflective about our explanatory styles, find the patterns in how we frame and explain situations, and then balance our style with logic and perspective.  Do you explain setbacks as temporary or permanent, as opportunities or threats?  Do you blame others or take all the blame on yourself?  Balanced perspectives help us navigate ambiguous situations.

* Don’t overreact—be careful not to describe what went wrong in terms of “always” and “everything.”  Counter your extreme tendencies with a more accurate evaluation.  That one word of criticism from your supervisor does not mean that she is about to fire you.

* Act fast, but don’t rush to judgment—crisis situations certainly require resolve and timely response, but they don’t necessarily require that we rush to find out who is to blame or what caused the problem.  Sometimes our rush to judgment takes us down paths that make the situation worse.  Instead, be open to a variety of explanations for what happened and why.

* Keep it in perspective—Adaptiv suggests that we ask ourselves: What’s the worst thing that can happen? And what’s the best outcome we could hope for?  Refining those best and worst-case scenarios—and keeping both of them in front of us—may offer us just what we need to see in order to find our way.

>>Email rules<<

I came upon these helpful “Ten Commandments of Email According to Intel” and thought we all might benefit from these tips:

* Don’t use your inbox as a catchall folder.  Read items once, and answer them immediately if necessary, delete them if possible, or move them to project-specific folders.

* Set up a “Five Weeks Folder” that deletes its contents automatically after five weeks.  If you worry about an email—perhaps you expect a follow-up call—put in the 5 weeks folder and assume that if something hasn’t happened in five weeks, it’s all right to let it go.

* Assist colleagues’ inbox-filtering efforts by agreeing on acronyms to use in subject lines that quickly identify action items and other important messages.  Samples might be <AR> Action required; <MSR> Monthly status report; and so on.

* Send group email only when it is useful to ‘all’ recipients.  Use the “reply to all” and “CC” buttons sparingly.

* Ask to be removed from any distribution lists you don’t need to be on.

* To cut down on pile-up, use the “out of the office” feature of your email, in addition to voice mail, to notify people when you are away.

* When possible, send a message that is only a subject line, so recipients don’t have to open the email to read a single line.  End the subject line with <EOM>, the acronym for end of message.

* Graphics and attachments are fun, but they slow your ability to download messages—use them sparingly.

* If you’re sending an attachment that is larger than 5MB to a large group of recipients, consider putting it on the organization’s website or intranet instead.

* Be specific.  If you send a 20-page attachment, tell the recipient that the important information is on pages 2 and 17.

An Intel employee remarks that you have to take ownership of your email and its uses.  Junk mail coming to you and inefficient use of email are not acts of God.  Do something about it.

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PAY ATTENTION TO THIS

>>Some new resources<<

A few new potential sources for your reflective practice.

Friend and good correspondent, Joseph L. Price, who teaches and administers at Whittier College in California, has edited a volume of essays entitled “From Season to Season: Sports as American Religion” (Mercer University Press, 2001).  Joe has long been my guide to the links between sports and “ultimate concerns.”  Among his many avocational pursuits, Joe has dedicated himself to singing the National Anthem in every major league baseball stadium—and he’s making good progress.

A new study, undertaken by Paul Schervish and his colleagues at the Boston College Social Welfare Research Institute, conducted on behalf of the Association of Fundraising Professionals (AFP), and funded by Dr. Robert B. Pamplin, a thoughtful business and civic leader in Portland, Oregon, is entitled “Agent-Animated Wealth and Philanthropy: The Dynamics of Accumulation and Allocation Among High-Tech Donors.”  Professor Schervish has long been an important voice on the motivations for philanthropy in America.  This new study offers some well-grounded findings and new vocabulary to describe what the researchers call an “intercessional approach” to philanthropy, intervening and applying one’s expertise and knowledge on behalf of another.  Schervish, et al. see philanthropy emerging as a “vocation” for high-tech donors, albeit on terms that challenge the status quo for nonprofits.  For more information, see the AFP website: www.afpnet.org.

>>Following up<<

I could fill an entire issue of Notes with the many interesting essays and articles that help us keep track of how the Web is challenging us to change the ways in which we do business.  I trust that you are paying attention to much of this material on your own—it is so crucial to our organizations, not just because others are using it better and more responsibly, but because it forces us to think strategically, to become more reflective organizationally, to consider what we care most deeply about.  I continue to find Michael Stoner, who leads the new media practice for Lipman Hearne (a philanthropic communications firm in Chicago), a wise counselor on current issues with the Web.  Lipman Hearne’s “NET Results” chronicles on a regular basis what difference new media makes for the nonprofit community.  A recent issue (#27, May 2001) suggests that the Web has proven a tough taskmaster for nonprofits, especially as it pertains to the importance of “brand.”  Among the lessons we must learn from the Web: (1) Consistency is key—visitors to our websites expect clear and consistent visual and editorial images; (2) Brand is the sum of experience, including the virtual experience—a poor Web experience has an impact on how our “brand” is perceived; (3) It’s time to integrate—overcoming communications sprawl requires that we organize around an identifying concept, and use the right medium for the job at hand.  To subscribe to “NET Results,” go to www.lipmanhearne.com.

>>A different tonality<<

Following reader Phil Cubeta’s urging that we expand the boundaries of tonalities for our poetry, I offer this excerpt from Alexander Pope’s (1688-1744) “An Essay on Criticism” (1711).  Pope’s indictment of those who don’t know themselves or their “own reach” seems like an important starting point for genuine reflective practice.  What do you think?

“’Tis hard to say, if greater want of skill
Appear in writing or in judging ill;
But, of the two, less dang’rous is th’ offence
To tire our patience, than mislead our sense.
Some few in that, but numbers err in this,
Ten censure wrong for one who writes amiss;
A fool might once himself expose;
Now one in verse makes many more in prose.  

‘Tis with our judgments as our watches, none
Go just alike, yet each believes his own.
In poets as true genius is but rare,
True taste as seldom is the critic’s share;
Both must alike from Heav’n derive their light,
These born to judge, as well as those to write.
Let such teach others who themselves excel,
And censure freely who have written well.
Authors are partial to their wit, ‘tis true,
But are not critics to their judgment too?

……

But you who seek to give and merit fame,
And justly bear a critic’s noble name,
Be sure your self and your own reach to know,
How far your genius, taste, and learning go;
Launch not beyond your depth, but be discreet,
And mark that point where sense and dullness meet.

……

One science only will one genius fit;
So vast is art, so narrow human wit;
Not only bounded to peculiar arts,
But oft in those, confin’d to single parts.
Like kings we lose the conquests gain’d before,
By vain ambition still to make them more;
Each might his sev’ral province well command,
Would all but stoop to what they understand.”

May your summer be full of time and space to stoop to find—or to expand—your genius, your understanding, and your reach. 

>>Subscription information<<

Subscriptions to Notes are simple to establish.  Send me an email at pribbenp@wabash.edu, ask to be added to the list, and you will receive a confirmation from the mailserver at Wabash College that you are on the list.  Please feel free to forward your email versions of Notes to others—they then can subscribe by contacting me.  I also am happy to send Notes as an MS Word attachment to an email, if that would make reading it easier for some of you.  Just let me know.  The current and archive issues of Notes are available on-line at www.jgacounsel.com.

>>Topics for the next issue (August 2001)<<

* Some thoughts from Peter Block on redefining accountability

* A meditation on the choices we make

* Attention management lessons

* The art and science of Reading Lists

(c) Paul Pribbenow, 2001