Coaching visionary nonprofit leaders with Thomas Anderson
6/28/2022
“ “The third phase [of vision development] is where stakeholders have a choice and this choice is often taken for granted for founders. They can accept... it...or stakeholders can reject it...we’re seeing a lot of rejection of organizational vision right now in the great reshuffling.””
In episode 51 of Nonprofit Mission: Impact, Carol and her guest, Thomas Anderson discuss:
How to approach vision development for your nonprofit organization
Why more people are working with founders
Why it’s important to pay attention to those weak signals that could impact your nonprofit organization in the future
Guest Bio:
Dr. Thomas E. Anderson, II is the founder of Teaiiano Leadership Solutions. He has over 20 years of experience leading high-performance teams in faith-based non-profits. As a coach, consultant, and workshop facilitator, Thomas helps founders, leaders, and managers to navigate the multi-loop (…and often elusive) process of vision development and realization. In fact, he measures results by how much he helps clients to move forward with their vision for the future. Thomas is a recurring presenter at Regent University's Annual Research Roundtables and has published academic articles in the Journal of Practical Consulting and Coaching (JPCC). Above all, Thomas enjoys being a devoted husband to his wife, Jamie, and dedicated father to his daughters, Arianna and Azalia.
Important Links and Resources:
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Carol Hamilton: My guest today on Mission Impact is Thomas Anderson. Thomas and I talk about how organizations can learn to see and listen, why more and more people are working with founders, and what foresight is and why it is important to organizations.
Mission Impact is the podcast for progressive nonprofit leaders who want to build a better world without becoming a martyr to the cause. I am Carol Hamilton, your podcast host and nonprofit strategic planning consultant.
Welcome Thomas. Welcome to mission impact.
Thomas Anderson: Thank you, Carol. It's nice to be here today, talking with you.
Carol: I like to start each conversation with what drew you to the work that you do? What would you describe as your why?
Thomas: That's a great question. I started this work just to basically help visionaries to, I used to say, to change the world, but it's really to help visionaries to impact the world or to improve the condition of the world that we live in.
Carol: And. As you just said, you're a coach and consultant that really works with folks too, you focus on vision development. Why would you say that vision is so important for whether it's an organization, a team, an individual.
Thomas: that's a good question. And I have to caveat it by telling you a little bit about the backstory of how I got into this work. So I had every intention of graduating from undergrad and just going right into it. Nine to five corporate jobs staying there retiring, but the more and more I talk to people who are around me and the more opportunities that were coming my way, they were really related to people would come to me with their ideas or they would come to me with some type of creative, something that they wanted to do. Made everyone else who gave them feedback on it say, okay, I don't know about this. You might be crazy. Those kinds of responses kept coming to them. And so when I was just open to just the fact that, okay, you want to do something new at the time? I graduated right after the dot com bust. I was in a sense , either forced to go back to school or to try something new. And I was at the time trying something new. And so I saw, I say all that to say, I saw how it motivated vision has a very motivating it's a very motivating phenomenon within itself.
Carol: I work a lot with folks in the nonprofit sector and it's usually someone. Has a vision of, of how the world might be better or how they could have impact or how they could serve people or a gap that they perceive. They step into that. Sometimes the vision is very clear for the founder and not necessarily for everyone that they pull along with them. So you recently did some research into vision development and then its realization. Can you tell me a little bit about that research and what were the, what were the questions that you were trying to answer?
Thomas: Yes. Yes. I'd be happy to. And you just brought up something that I thought about earlier. There's a trend going on and I can, I can break it down like this. And this is what my research has shown just on a cursory level. More new businesses are popping up and even more so since the pandemic has happened. The number of new business applications doubled between 2007 and 2022, and they actually spiked between 2020 and the end of 2021. They have level back off to that doubling, but when you couple that with the fact that corporate longevity has decreased from 67 years , companies used to last on average on the S and P 67 years in 1920 to 15 years. And in 2012 you had this trend that businesses are getting younger. And the chances of working with a founder are higher. And so I started to think, what does that say? Or a visionary leadership vision and visionary leadership. And so what I started to do was to reconceptualize there was a call in the research from a couple of scholars to reconceptualize visionary leadership. And I started to think about the trend of businesses actually getting younger. And I said, okay I need to jump in here. And so I started to ask two questions. The first one was, can an organization learn. And then the second is if so, how do organizations practice? Seeing together now I've had a couple of discussions around my book topic, or I should call it a manuscript at this point because we're still in the process of the proposals and so forth and so on. But I'm even revising that question to look at a topic that came up in one of the sessions: can an organization learn to hear or learn to use the senses. And so what that looks like, going back to my original question, is how organizations learn how to detect and anticipate the future in such a way that they can choose which future they want to pursue. And also on the same token, be nimble enough to make changes along the way.
Carol: Can you say a little bit more about what you mean by an organization seeing or an organization hearing.
Thomas: Still, when it comes to seeing, basically when we talk about vision, we all know that it's future oriented and so. A term for that is the preferred future. And so which future the organization prefers, but visioning itself, starts with the ability to see. And you mentioned the founder earlier in, and that really comes into play here because founders take a journey through what they can see to be the preferred. But there's a lot of information there. That lies outside of the realm of visioning. It lies in the foresight realm of future-thinking, just picking up on trends that are happening or doing some type of horizon scanning or thinking about scenarios that could play out. And so all of that comes into play when talking about organizations. Learn to see together, not just the founder learning to see, but everyone, at some point being invited into the process through their feedback or through a whole group collaborative session, just in bringing all of that wisdom into one room and saying, okay, based on that, what do we want our company to be in this.
Carol: Yeah. And you talked about foresight also. Can you say a little bit about what you mean by that? Sure.
Thomas: So foresight it's not really pie in the sky. Like sometimes vision enforced that can be treated that way, but foresight is basically seeing or detecting what's coming up in the next. So just to, I guess, make a juxtaposition between foresight and strategic foresight and strategic planning, right? Strategic planning looks, and you're an expert at strategic planning. So I need to get this right. Strategic planning looks in the near future, right up to maybe three or five years of foresight. Beyond that it can, it usually starts at five years, but can look up to 50 to a hundred years not to say that people can predict the future. But, you're just picking up on all of these trends that are going on emerging trends, things that could turn into something later, we just don't know. But there are things that would impact or could possibly derail that perfect picture of the future that many organizations and the founders do hold.
Carol: it's so interesting when you're talking about the near term and the longer term for nonprofits with the, with there being so much oftentimes just. Way more to do than can possibly get done. The visions tend to be huge, even when the resources and the organization are, are really small. And so I find even getting organizations to think about the next three years or the next five years can be challenging for them to just take the time. To step back, what are some ways that smaller organizations can tap into what other people are doing around foresight? So they don't have to start from scratch when thinking about those trends.
Thomas: Hmm, that's a good question. I was talking to the president of a smaller organization. It wasn't a nonprofit, but I think the lesson for me in this was that there are certain organizations that are mission driven or are concerned with their teams as wellbeing. And I think that's good. The point of commonality, but what she told me is that she gets together with our team monthly and each team member gets a chance to be the CEO. And so in that meeting she selects someone or they volunteer. And what the first task that they have is to tell, in their own words, what the vision is. And so that's a good way for the leader to not have to always take center stage in communicating it, but also for someone to come forth through someone else's boys and for the leader to also see where that person is and what they see and see the organization from their vantage point.
Carol: That's a great point. I often, when I'm doing strategic planning with organizations and in that initial phase where I'm talking to everybody, one of the questions I often ask. Why does your organization exist? What's the purpose to get everyone to, to describe that mission? They're probably not going to be able to recite the mission statement, but do they at core, have a common understanding of what the purpose of the organization is and, and have that be a checkpoint in the process so that if there, if it's like really all over the place, then that's something that the organization needs to deal with. Yeah. So in your research you were looking at how organizations can see and now maybe how organizations can hear or, or use the other sentences that we have. What were some of the findings that you, that came out of? The work that you did?
Thomas: Great question. So I, going through the process, came up with 11 operating principles that were the focus for each chapter. Around organizational vision development and realization. And so I talked a little bit about this earlier, but vision is more than what meets the eye it's using your senses. It's really detecting and, and I came up with a lot of synonyms that I placed in, in the book. But one phenomenon really stuck out to me was picking up on weak signals on the horizon. And these are signals. Can often be missed, but they can inform the direction of the vision, the, what I call the iteration of the vision. That brings me to a second concept where I think Brenda Zimmerman, who was a consultant and a futurist, and she worked in chaos and complexity theory. She recommended it. Good enough vision, not necessarily wordsmithing it to the point of beyond recognition. She's had to get a vision to the point where it's good enough and then use it to be tested and, over the course of its life cycle, it'll change.
Carol: I love that idea of a good enough. Again, when I'm working with organizations, I'm also trying to get them to what's a good enough strategic plan and to remind them that, yeah, you're not trying to predict the future and These aren't w once it's done, it's also not a tablet that came from on high, right. It’s something that you all created. And so when you need to, you can also update it. So just reminding people that there's flexibility, even when you want to set some intentions and some direction, but yeah, what's good enough.
Thomas: Yeah. And it changes from a wallflower vision and to a working document.
Carol: Absolutely. What were some of the other findings that came out? Yeah,
Thomas: Sure. So there are two trends that in my opinion are upending the traditional idea of visionary leadership and even vision development. And one of those we talked about just now is good enough vision or emergency. The other is shared vision. And in founder-led companies, I'm finding that shared visioning doesn't happen as much with employees at the start as, and I was surprised. I did one quick survey and the customers. So founders would actually. Go through the process of shared visioning with customers using design thinking. I know you're very familiar with that process more than they would with their employees. Once the company had grown. And I found that to be fascinating.
Carol: Well, yeah, I guess there is the focus there on going to the customer, but then if only a few people are involved in that conversation, then there's a big gap of folks who are in the day-to-day and yeah. For nonprofits. Oftentimes, the founder, the CEO, and the board get involved in those conversations and staff get left out of it. And I really encourage groups to include, as many people as is, really practically possible to get involved in those strategic conversations, because everyone has something to share and a perspective and that frontline, actually, implementing a program, actually making things happen is so important. When you bring it back up to that bigger picture vision,
Thomas: And I think we're at a point and I think we're at a pivotal moment in just organizational life. And considering visionary leadership and what it was contextualized for in the late eighties and nineties and where we were as a country at that time. I think we're at a moment where the call even on a generational level is for more people to be involved and that's, I'm picking up on corporations and nonprofits. I work with faith-based nonprofits and I don't really see a difference. People are lacking time and the budget to do certain things, but there is something that I did come across in the literature. It was a book on visionary leadership by Burton. And he actually when I was reading. And also looking through the work of Jim Kouzes and Barry Posner the leadership challenge. And I had a conversation with Jim Kouzes also. And what I found was there's a backstory, even to leaders coming up with a vision because they spend time talking. To people walking through the halls and Jim Kouzes just put it like this, leaders pick up on the vision. That's latent in the hearts of the people. Those are the visions that really end up working on when you start to generalize them for the entire organization.
Carol: that shared leadership is so important because in a nonprofit organization there isn't just one person making the decision, right. It's always a group effort. Whether it's all volunteer all everyone on the board needing to come together and, and have a common shared, shared vision , between board and staff and I think that's one of the things that always can trip people up if they've come from the for-profit side and especially with smaller organizations where they've been in charge and been able to do things the way they wanted to, whether that was best practice or not, they had that ability.
And so to step into the nonprofit sector, whether it's faith-based or. Where it's much more of a matrix it's much more of a collective so that building that sense of shared leadership and shared vision is, is just so important. What would you say are some of the challenges that leaders face when trying to implement their vision and implement, and then build a shared collective vision?
Thomas: Yeah, there are two challenges that immediately come to mind. One is the adoption, like having the vision to be adopted by a critical mass of stakeholders, whether they be employees managers donors just getting that vision adopted. And what, Carol, there is an example of that. I've been unpacking some of these examples and reading through them several times. And so with the March of dimes, I actually read through their history and included it in the manuscript. And so over a period of more than 80 years, their vision. And their mission has evolved several times. And so on its website, its structures, its history, for instance, around the four areas of an evolving vision. So the first iteration, what I call it, the first iteration was curing polio and the era was 1938 to 1955. When the VI, the vaccine for polio became available in 55, they entered into another iteration and they called it. Eradicating birth defects. You could also call it eradicating congenital disabilities that ran until about the mid seventies. And then they entered another one healthy pregnancies and they were ensuring at this time that babies were strong and that moms were healthy. This is random too. And it overlapped into the current era that they're in, where they're tackling a crisis of premature birds. And, and I think that I, as far as I can tell, that's where their focus has landed. And so we, we see things like that with the division becoming , moving in cycles instead of straight.
Carol: each of those are certainly related and they've stayed in the same realm. But the particular challenges or particular eras have been different. Yeah, I mean, oftentimes we'll ask Organizations for some organizations, their mission is going to be perpetual, like healthcare institutions, a hospital. Others would love to see themselves out of business. , a homeless shelter, a food bank if we didn't have needs for that, we'd be a better society, right? Like folks don't want to have to have. The services available. But they see the need and so they build organizations to fit those needs. But yeah. So, so visions can, can iterate in, in a variety of different fashions.
Thomas: And that's a great point. It reminded me of the challenge that the March of Dimes faced in that first shifting from that first iteration to the second, whether the loss of sponsorship and they had to. Find creative ways to tell their donors who had pretty much devoted themselves to the mission. And that shared mission of eradicating polio. Tell them there are other problems that we need to address here. And to your point about they would have gone out of business. Had they not iterated that.
Carol: Which could, which would have been a in, in some ways a valid choice, right. Except that they were, they looked around and there were other related things that they could, that they had the infrastructure to tackle.
Thomas: Jim Henslin, he wrote a textbook on sociology. He put it this way. He said they could have gone out of business, but the bureaucracy. Made them continue. And so they said, okay, we have to come up with something else because there are jobs that stayed there we built so much Goodwill in this brand. And so they had to continue.
Carol: Yeah. And sometimes I think we'll, we'll actually , caution organizations against that, that, that they're not. Certainly they want to be in the nonprofit sector. You want to have a well-run organization. You want it to be well-managed, be effective, all of those things. But if it becomes only about. Perpetuating the organization versus really staying on mission. That's where there can be a little bit of a gap, but certainly there's a multitude of challenges that they could have tackled and then what they chose to tackle. It made sense in terms of where they were and how they were set up.
Thomas: For sure
Carol: I'm curious, what are the phases of iteration or other examples of that vision iteration that you see?
Thomas: They are pretty much four phases. That first phase deals with foresight. Just really detecting what's going on in, in and around an existing organization. Or if it's a startup around the startup, in the external environment. The second is the one we know just sitting down, writing the vision, creating it or co-creating it. And there's a micro phase in between there where the vision is emerging. It's just organically in different quote-unquote containers. It could be through values. , it could be through culture. It can, it can emerge through several different things. The third phase is where stakeholders have a choice and this choice is often taken for granted for founders. They can accept them, its division or stakeholders can reject it. And we're seeing a lot of rejection of organizational vision right now in the great reshuffling. The great. What is it? What is the other name for it? Great. Resignation resignation. I think I've gravitated to reshuffling more, but yeah, the great shoveling, the great resignation where people are voting with their feet, they're rejecting the vision by leaving. And if organizations don't get to the point of the end of founders, especially in leaders, don't get to the point where they accept, okay. People can accept the vision or they can reject it. Then sometimes it becomes impossible. And if folks reject it, it's always impossible to get to this fourth phase where they, and I didn't come up with this term, but it's called vision integration. Dr. Jeffrey Coles, he came up with the term and he did a lot of the research where people do two things. They use the vision to make decisions in their everyday work life and they use it. The vision to guide their behaviors and their actions during the.
Carol: it's so interesting with the whole great reshuffle or whatnot. I think it comes down to, for certainly in the nonprofit sector. What I've observed is often there's been a real gap between the vision that the organization has for the change that they want to make in the world, but then a real misalignment with how they actually act internally, how they treat each other, the culture that they've built and I think it's especially acute when it is a mission-driven organization and people they essentially have higher standards for a group. And so they, when they, when they see that gap, they're much more likely , to, to walk away. And I, I think certainly in the nonprofit sector folks just have gotten to the point and, and then I think with. I don't know, it's pandemic, you, you reminded me that we're, that our, all of our time is finite. That things become more urgent than they might've been. You might've put up with it in the past where folks just aren't willing to as much now.
Thomas: that's a great point. While you were sharing that, I thought about when you, you talked about sometimes there's a disconnect people can vision mission. And I don't know if I said this previously, but it's often something that can be taken for granted with when it's in place, but if it's not in place you feel, or, or employees can feel that disconnection between Where the organization, what the organization does and where their job fits in. And that vision often gives everyone a common direction. And then it's a good launching pad just for even those team meetings weekly to say, this is where we're going. This is everybody's part in it. And , the check-ins, it gives focus and direction to a lot of the work.
Carol: I think that's a piece that people forget to do on a regular basis. And, and one of the values that I see in, in going through a strategic planning process, I mean, sometimes what will come out. The other end won't necessarily be super different than what folks saw going into it. But it's like a rechecking and a confirmation that folks are on the same page. I often get a lot of feedback, wow. That's really helpful to know that other people are feeling the same way I am or seeing it the same way I am that validation. So, I'll often say if you come up with a whole bunch of goals in your plan that are brand new, I actually will be curious about that. Like, why is there such a departure from what was before? And oftentimes it's much more of a through line and it's about conforming or reconfirming or reintegrating that.
Thomas: Yeah. Yeah, yeah, absolutely.
Carol: So at the end of each podcast episode, I played a game or I asked you one random icebreaker question. So I'm curious, what's your favorite family tradition?
Thomas: Oh, goodness. That is random. Wow. I love that question. Let's see my favorite family. I wouldn't have to say there are several, but if I have to pick one, it would be going to Hershey park. Yeah.
Carol: And how's that tradition originating and the same way.
Thomas: What am I, that's a good question too. I think we are just random, and that's why I say yeah, I'm going to stay with the randomness because I think we were random at times and we like to just experiment, try new things, go places. And I think we just looked it up and we saw that they had a chill child-friendly rides and attractions, and we said, okay, let's go.
Carol: And you love chocolate. Well, I am, I'm always in agreement with that one, for sure. So that's something you do on a regular basis or when we can, at least once a year.
Thomas: Excellent.
Carol: Well, I'm not, I'm not a rollercoaster person, so I stay away from us at the museum at the park, but I was lucky that my daughter loved them and my younger sister also loved them. So it was a big treat that my younger sister, auntie, would take my daughter to the amusement park. And they got, they had a great time, left me, left me behind, best stay out of the way.
Thomas: I discovered, and this is funny now, but I discovered that. I had vertigo on one of the rides at Hershey park. So my wife is the roller coaster person
Carol: Yeah. There you go. I definitely have vertigo. Vertigo is a real thing. So what are you excited about? What's coming up next for you? What's emerging in your work? You talked about a manuscript.
Thomas: Yeah, I'm totally excited about that. So I'm working with beta readers right now to figure out what's missing what's resonating with them. And, and they're mostly scholars in visioning and organizational change so forth and so on. And so I'm hoping to have that type of yes, by the end of the year.
Carol: All right. Well, we'll look forward to it and let us know so we can let folks know when it moves to that next step. That'll be exciting. All right. Well, thank you so much. It was great having you on.
Thomas: Thank you for having me.
Carol: I was struck by Thomas’ example of the CEO who has each of her staff be CEO for their monthly meeting and to articulate to the team what the organizational vision is. It is a great way to check in and find out whether folks are in alignment and really understand where you are trying to go. I also appreciated Thomas’ description of the ‘good enough vision.’ So many organizations can get caught up in trying to get it perfect. Whether it is their vision statement, their mission statement, their strategic plan. Having the attitude of we need to get it ‘good enough’ and then get moving can really help keep the momentum going. And the importance of visions being a shared vision. If you are a founder and you are the only person who really gets your vision, it will be a lot harder to realize it. You will be more effective if you create the vision with the people you are working with – whether everyone is a volunteer or you have a staff. It needs to be the vision of the group, not just the founder.
Thank you for listening to this episode. I really appreciate the time you spend with me and my guests. You can find out how to connect with Thomas, his full bio, the full transcript of our conversation, as well as any links and resources mentioned during the show in the show notes at missionimpactpodcast.com/shownotes.
I want to thank Isabelle Strauss-Riggs for her support in editing and production as well as April Koester of 100 Ninjas for her production support. We want to hear from you! Take a minute to give us feedback or ask a question at missionimpactpodcast.com/feedback. Keep making an impact!
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