Bauler Consulting: Counsel to innovative leaders. 9 Vernon Street, Framingham, MA 01701

The Power of Getting Not Out Of Your Life

March 7th, 2010

In a few short days of presenting the Get Not Out of Your Life campaign to various partners, leaders showed through their reactions the power of looking differently upon one’s condition.

Remaining open to possibilities and taking a step to strengthen skills, literacy and credentials are essential to overcoming fear, hopelessness and loss of control in one’s life. It is not easy to adapt or overcome limitations, but doing so is very often more self-imposed than merely one’s fate.

As the reactions and suggestions emerge, I will try to capture them here.

Job Creation

January 15th, 2010

The Christian Science Monitor posed an interesting set of eight ways to reduce unemployment in its December 6, 2009 issue that make pretty good sense. Two of them - training workers for 21st employment and direct spending by the Federal government for projects that will create jobs - work. So far. summer youth jobs, infrastructure and energy/environmental services are three areas that have produced real jobs for people. There ought to be some thinking about global competitiveness, particularly in higher cost advanced manufacturing, where the Federal government should inject significant funds to aid US companies to compete by producing subsidized products initially and as costs go down, competitive ones.

Investing taxpayer funds in rebuilding a manufacturing sector focused on high tech, advanced textiles, biological products, chemicals and specialty vehicles to level the playing field with other nations that subsidize their startup and competing industries is not an ideological choice, it is an economic and job creation choice.

No Need to Keep Up with Last Year or 2007

December 22nd, 2009

Amid the changes in the global economy, there has a been a genuine loss in monetary value.  There’s just less money to go around than there was before and individuals and institutions must understand that.  Estimates range from 17% to 24% of monetary value is gone - more in some highly monetized places than others. 

Money is not like matter that cannot be created or destroyed. 

I was impressed and moved to think about this when Sister Cathy, the principal of my daughter’s high school got up at parents’ night and said that times were tight and that instead of laying off some teachers or staff, everyone took a 3% pay cut and they found savings elsewhere.  “It takes everybody here to run this school and to provide the students with a Marian High education,” Sister Cathy said.  “Instead of laying anyone off, we decided to keep everyone and live with a little less.”

The pain that comes with being out of work for one is greater than everyone taking a step back, I thought.

Marian High is working its way through 2009-10 with less and appealing to parents and alumni to help out more.  So should our other institutions.  Health care jumps out at me instantly as health insurers heartlessly raise rates, no one takes a cut and people suffer and die because they cannot afford care or a small percentage of workers get laid off so everyone else can get their raises because that is how it works. Unions sacrificing members’ jobs or entire places of work because there is no elasticity of wages and benefits is another.

Less money should means all take a step back in some ways.  Not in lockstep and not in some mandated government way.  But rational management should look at cuts as part of cycles and flexibility to manage all costs including salaries, wages and benefits to fit current economic times.

Revenue Diversification

December 19th, 2009

The economic downturn that began officially in the Fall of 2007 is slowly coming out of its two-plus year grind in the US.  Among those I’ve had the honor to serve, there are winners and losers during this time. Some clients are stronger and in a better market position and some in weakened positions or gone altogether.

The winners are invariably those with the most diversified revenue streams and a strong commitment to keeping revenues in a balanced proportion.

The best example is Community Anti-Drug Coalitions of America or CADCA .  CADCA was a creation of the George HW Bush administration with funding from the Robert Wood Johnson Foundation and the James S. & John L. Knight Foundations and operated for several years almost exclusively on foundation grants of significant size.  CADCA has grown from a $1.5 million operation in the mid-1990s when I first began working with them to a $9 million national leader in substance abuse prevention and community problem solving.

Led by a team of very capable and experienced senior managers (also a deliberate choice of its Board and Chairman/CEO), CADCA  has seen its reliance on foundation funding drop from 90% of its revenues in 1997 to around 8%. Its unrestricted support is greater than its foundation supports and 80% of its funding comes from training fees, events, state contracts, federal contracts, corporate donations and membership dues.  International programming, new to CADCA at the beginning of the recession in late 2007 is now generating more than 10% of revenues.

Any one of these could diminish and the others are positioned to pick up the slack.  As CADCA re-invests revenues in continually improving its offerings to community leaders, states, federal agencies and supporters, its revenues grow as they sponsor or purchase services.

This financial strength was due to deliberate planning, consistent and focused leadership, experienced and patient senior staff and Board members.  Major General Arthur T. Dean earned much of the credit for his leadership as CEO and Chairman of the last ten years, but it was also the commitment and dedication of several senior managers building their individual units simultaneously that made CADCA’s market leadership possible.

Other organizations can do the same if they commit to an optimal revenue mix and stay true to achieving that mix.  Over-reliance on any one source of revenue in non-profits as in business can lead to very tough times when that one source weakens.

For help in thinking through a plan to achieve optimal revenue mix, please contact Bauler Consulting at 508-405-0308.

Success with Social Marketing Campaigns

November 13th, 2009

Social marketing is fundamentally about changing attitudes and behaviors. The classic ones that we’ve studied and emulate go back to familiar efforts: selling War Bonds during WWII and Lady Bird Johnson’s efforts to beautify America that broke new ground in Texas in 1960s to stop littering. We learned from outgrowths of the Civil Rights movement that social marketing campaigns shift values on deep-seated beliefs about tolerance, equality and public policy that re-inforce outdated attitudes and behaviors.

More recently, successful efforts include MADD’s and SADD’s efforts on drunk driving, the global effort to eradicate Land Mines led by Lady Diana, the Montana Methamphetamine Project, the American Academy of Pediatrics’ efforts on bicycle helmets and car seats, and the state-by-state efforts to implement SCHIP to provide all children in America with basic health insurance. The SCHIP people still mobilize every time the budget is threatened to make sure that the program is not diminished at the federal or state levels. Attitude and behavior changes save lives and improve quality of life.

The ones we’ve had a big role in are efforts to Eliminate River Blindness, the Campaign for Tobacco Free Kids to change attitudes about smoking and of course the work with CADCA and its many partners on illegal and legal substance abuse which is why we are qualified to help organizations in the field of substance abuse.

Successful Social Marketing campaigns or movements have the following characteristics:

  1. A vision for a better future for a specific population
  2. A vulnerable population in need of protection or rescue
  3. A plausible solution backed by evidence that it works
  4. Measurable outcomes described by changes in attitudes or behaviors
  5. An initial core group of influential, credible leaders
  6. An objective 3rd party like the CDC to measure change in human terms
  7. Alliances that attract money, power and attention to the cause
  8. A strategic plan with modern approaches, and
  9. Adequate financing to get the job done

Most causes have these elements to varying degrees and what Bauler Consulting can do  is help you have all of them using 21st Century web-based tools. Our team brings talent and experience in putting the elements together for these kinds of efforts in many areas: substance abuse prevention, immunization and disease elimination, workforce development, education etc.

From a technical point of view, we know how to use 21st Century approaches to use the Internet and its many tools like Blogs, Bulletin Boards, and social media as ways to provide detail, focus and calls-to-action on specific issues, news and initiatives. They provide a place for interested parties to go for latest information and even to get involved in the conversations if they so choose. With your organization as the originator of information, you will be able to push followers and the content itself to where it can do most good. As the original information source, you will be able to control visibility and “lead generation” for users that are searching for related issues, actions or information.

At a basic level, just having a profile or presence at places like FaceBook, Twitter or LinkedIn as you do now gives you visibility via the Internet to potential customers (thinkers and activists) that may not have found them otherwise. These channels can also be used to push out information and some followers may choose to communicate or follow via these media. At a minimum the basic presence may provide an opportunity to gather contacts to parallel email marketing efforts.

Email and websites are still the primary tools for marketing on the Internet. These are being used more and more to promote other dynamic content sources such as blogs or FaceBook causes. In turn, social media like FaceBook, Twitter, LinkedIn etc are used to build avenues of communication (contact lists) and to reinforce website presence.

Fundamentally, by engaging us, leaders can focus on content and message while we find the most effective media to reach as targeted and strategic an audience as possible to build the characteristics of a successful social

Stimulus That Works in Global Markets

November 7th, 2009

Promising news this week that the US is out of recession, manufacturing output is on the rise and durable goods orders were up in October 2009 was contradicted by unemployment climbing above 10% for the first time since 1983. Indeed, unemployment slowed to one-sixth the rate of January 2009 and looks like it is heading in the direction of jobs growth in early 2010.

How employment expands is really what matters. As several stimulus attempts that worked reach an end or are already over, the US government and states should do more of those things that created good jobs, especially in 21st Century, energy- and planet-saving manufacturing. The future of US economic and jobs recovery lies, in part, in manufacturing. At a time when the rules are being re-written, so can the industries that emerge. America must move from 70% of its economy driven by consumption and retail to high-demand goods that will be bought by domestic and foreign consumers and their governments.

The US government and the states have an opportunity to show leadership by choosing where to invest in manufacturing stimulus. Cash For Clunkers worked. So do more of that. Stimulate purchases of energy efficient large appliances - I’ve read where that is in the works but have seen nothing. The stimulus around energy efficiency in buildings - municipal, state and private should find a way to grow - it means jobs and lower energy costs for cash-strapped cities, towns and states. But look outside our borders.

The Chinese are pumping billions into rail transportation - compete for that market. The Scandinavians are investing in alternative fuels and geothermal technologies to heat homes and buildings. The Indians are seeking ways to improve housing for its underemployed hundreds of millions. These are but three areas where manufacturers and the public sector should collaborate to manufacture things others will buy. The weak dollar is an asset in late 2009 that can be exploited by selling US goods competitively on global markets if America is agile enough.

Investment in small enterprises as well in those “too big to fail” is necessary with an outward view of the world while the US continues to stimulate the kind of consumption that puts people to work, reduces energy consumption and aids in lowering personal and public debt.

Fund Raising in This Recession

October 31st, 2009

In talking with a number of top-flight fund raising pros in recent weeks, I’ve heard some strategic ways to adapt to these unprecedented times.

Awareness is high of the increased need of those most vulnerable among those who give and care. Demand for services to help those who’ve lost their jobs is a reality and a solid platform on which to appeal for support. For those in the human services business, making the case is the easy part.

Rational non-profit leaders understand that confidence and giving are down. For fund raisers it means setting and insisting on reasonable goals and sharpening the brand and promise of what a donation will deliver in these times. Platitudes about excellence and high quality are not meaningful right now. What the dollar will do in plain language is what is what is needed. Donors want to know that their gift will make a difference today for a person in need.

One other comment I have heard repeatedly is how the wealthy have suffered along with the middle class and the poor. People with means have watched money vanish, participated in laying off workers, closed businesses and worry along with the rest of us about the future. That uncertainty and worry is a good thing. It decreases arrogance and helps in any discussion of helping people through hard times. For fund raisers, it is important to acknowledge the need and uncertainty of these times and appeal to the sense that we are all in this together.

One last thing I am hearing is how “gala” event fund raising may be a poor tactic right now. The haves are not all that excited about celebrating their success in public and sponsors are looking at every expense through the lens of what is core to their business and what is not. Sponsoring tables or holes at a golf tournament are extras in these times but business owners feel bad about saying no. Events should be simple, not ostentatious and fun in a modest way. Events should bring constituents together in a thoughtful, cautious way.

Leadership MetroWest

September 26th, 2009

It really made me think. About leadership. About group dynamics. About myself. About the arc of everyone’s lives.

The two-day Leadership MetroWest Academy that began with a two-day retreat this past week was, for me, extraordinary. The process made me feel like I’d known for a long time the 25 strangers that gathered for coffee or cranberry juice on Thursday morning at the Garden In The Woods.

Each person shared a five minute snapshot of their life stories, made us laugh or cry or think. They generously told stories of love and loss, triumph and defeat. It’s humbling to ponder that the stories they told were only snippets of the fuller arc of their lives and labors.

We tackled group projects that on their face were silly but quickly became the most important thing in the world. The projects made us think about how we fit in and how we lead. Winning became important but only for a moment when what was really important was how each person’s gifts can be used toward accomplishment and how we can lead, follow or contribute.

As a consultant, I admire the exercises for what they were and what they were not. They were not lectures. They were well-paced - never boring, rarely rushed. They were interactive - group members had ample opportunity to speak and be heard. Just right.

I cannot wait for the October 2009 breakfast and meeting. I wil add more as thoughts on the Leadership MetroWest Academy emerge. Please visit: www.leadershipmetrowest.org

Adaptability, Resilience & Versatility in the 2008-09 Economy

September 12th, 2009

Over the past week, I’ve had to think long and hard about what it is that I’m doing for clients as the national economy grinds along and opportunities remain scarce for all of us.

The work in the area of literacy, lifelong learning and a comprehensive educational pipeline is, I believe, so very important. But what is the ultimate goal? I believe it is helping people have the tools to be resilient, versatile and adaptable.  These words are not synonymous entirely but pretty close.  In a changing world where employers come and go in the blink of an eye and technology changes just about the time we figure out how to use it, we must all be constant learners and know when to move on from old ways.

I worry about so many of my generation and colleagues I work with who seem to be stuck in a way of working that does not adapt, is not versatile and leads to defeats or disappointments that require resiliency that is being used up in enormous chunks to the point of exasperation.

We must all learn from the British-led invasion of Gallipoli in 1915 where the British figured out how to crush the Germans by hitting its soft underbelly through southern Turkey.  The disaster was brought on by attempting a brilliant strategy using outdated, rigid tactics that doomed 20,000 men.  The book “Military Misfortunes” by Cohen & Gooch is a great description of the worst that can happen when leaders are not versatile, adaptable and resilient.

The pace of change is so rapid that we must all strive to find and nurture the skills needed to be adaptable, versatile and resilient.  If we can help others do that, we are making a sound contribution.  All the while we must nurture our own skills and be ready to embrace the need to adapt and change.

Remembering Senator Edward M. Kennedy

August 28th, 2009

We join the community and the nation in mourning the loss of Senator Edward Kennedy this week. He truly was a great legislator and champion for the little guy.

He and his staff were everything that the remembrances of the past few days claim.  See http://www.tedkennedy.org/tributes for the thoughts of dignitaries and residents of the Commonwealth of Massachusetts.

My own experiences with Senator Kennedy were professional and personal:

  • uncommon responsiveness and help with the Immigration & Naturalization Service to obtain the paperwork needed to adopt our daughter in 1994,
  • Senator Kennedy’s tremendous personal time, money and thoughtfulness for the nursing care he received in 1964 at Cooley Dickinson Hospital in the four years I served as director of community relations and development, and
  • delivering on his word in helping shepherd through the Pediatric AIDS Grant to the Boston VNA in 1988 when the Reagan Administration was still resisting the need to acknowledge, protect and invest in care and research for HIV.

Senator Kennedy was an imperfect man in many ways, a but a tremendous person and special public servant.

He personally contributed to my professional success, to helping my family have the blessing of our daughter, Joanna, and to teaching me the lesson of the importance of remembering those who showed care and kindness.

We’ll miss Senator Kennedy and the many things he did for those in need.


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