Leadership and the Game of Checkers

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Before we begin, I’m old enough to remember when having a great designer–and that meant print–and a wonderful, smart, people-loving group of museum guides meant your organizational persona was in good hands. Not true today, which is why when the inimitable Mar Dixon sends this blog post, I read it. If your organization is big enough to have its own communication department filled with creative souls who make magic with memes, gifs, Instagram, and other metaphorical moments, you should read it too. Right now.

Since I often write about workplace issues in MuseumLand, it was arresting that the first explanation blogger Lori Byrd-McDevitt mentions for the exodus of social media folk from our world is “Burnout and mental wellbeing are not proactively addressed,” and the second is “It’s hard to be under-resourced and unvalued, yet overworked.” This is a wake-up call folks. It’s not like these symptoms aren’t happening elsewhere in the field. The difference here is that, as far as I’m aware, education curators, directors and collections managers aren’t able to leverage their talents to the likes of Elon Musk or Khorus. Share this with your board.

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When I was a child I spent summers with my grandparents. When twilight came, and the dishes were done, I played checkers with my grandfather. He was not a new-age granddad who believed in letting his grandchildren win. I lost with startling regularity. After a double or triple jump I glowed only to be whipped back to reality as my checkers disappeared from the board. It took multiple summers before I realized that what was important wasn’t necessarily what happened in the moment, and that sometimes sacrificing a piece provided an advantage.

Why the checker story? Because leaders not only need their own ideas about what a museum or heritage organization can be and where it might go, they need to predict the future. This is where the checkers metaphor comes in. Good leaders look across the board, not just at the move in front of them. They do scenario planning — daily, weekly, monthly, annually. They don’t assume if visitation is up that it will continue to climb. They watch for the next new thing, making sure it’s not just a shiny object. They try to understand which community alliance will grow and which will not, and to decide which underwriting will support their museum’s goals and which will end up kidnapping them.

And who is successful examining the future and why? Certainly not everyone. Some leaders are fearful, holding a rigid middle-of-the-road course that drowns their museum in mediocrity. Some are simply blind, running into one obstacle after another. Others get tripped up by detail, and fail to look at the big picture. And some don’t consider more than their own point of view or at least their point of view as echoed by a like-minded staff or board.

Understanding what’s coming means listening to a variety of voices. Voices that challenge, authentic voices, courageous ones. Whether you’re a board member, director or program leader, don’t be seduced into believing that because something is currently moving one direction it will continue to do so. That kind of thinking will lock you in. Bad trends prevent you from experimenting, and if things go well, you won’t try anything new because you don’t want to rock the boat.

To truly be attuned to the future, you need to watch, listen, and understand the people who make up your community–your museum workplace, your volunteers and members, and your wider community. Listen for more than a sound-bite. Be deeply engaged for more than a moment at a time. Empathize, empathize, empathize. The future will still come at you fast, but you’ll be better prepared.

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Last, an invitation: The new edition of Leadership Matters is out.  If you are coming to the American Association for State & Local History’s Annual Meeting in Philadelphia August 27-31, please join us for a book signing August 29 between 3-4 pm. We’d love to see you, and maybe sign a book for you.

And if you see any of the book’s newest interviewees, congratulate them! They are: LaTanya Autry (Newark, DE), Cheryl Blackman (Toronto, CA), Karen Carter (Toronto, CA), Sean Kelly (Philadelphia), Lisa Lee (Chicago, IL), Azuka MuMin (Columbus, OH), Frank Vagnone (Winston Salem, NC), Hallie Winter (Oklahoma City, OK), and Jorge Zamanillo (Miami, FL). They join the 27 Leadership Matters museum and heritage organization alumni in the NEW edition of Leadership Matters: Leading Museums in an Age of Discord.

Joan Baldwin

Image: From “How Checkers Was Solved,” The Atlantic

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Trusteeship, Values, and Courage

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Since we wrote about museum salaries and the populist spreadsheet created to empower employees, we should also mention there’s a second spreadsheet for interns. Together, they offer museum workers at all stages of their careers badly needed information.

As of this weekend, the intern spreadsheet had over 200 entries. Sadly, the column where you’re supposed to post salary or stipends is peppered with zeros. If you are an undergraduate, graduate student or a professor in one of the many museum or public history graduate programs, either add to this list yourself or encourage  students to do so. And if you’re an employer, particularly if you are a museum director, you may want to share both lists with your HR department and/or with your board. For emerging professionals there are enough roadblocks to a museum career without committing three months of your life to work for free. Let’s end the myth that museum employees come to work every day satisfied with their salaries or their internships. Not all do. Museum directors and boards need to understand that smart, creative, hard working staff need more than a living wage. And we know many don’t even get that, but that’s a different post OR if you’re coming to AASLH’s Annual Meeting in Philadelphia, join us Friday @ 4 pm for Advocating for Equity: How to Talk About Salaries in Your Museum.

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Speaking of museum boards, last week we wrote about an audience member violating organizational values. This week we want to extend that discussion by asking how values play out on boards of trustees, and what happens when an individual’s moral compass moves in a different direction than the organization they serve. For those of you who missed it, this was the week Adhaf Soueif, an Egyptian writer and U.K. resident,  spoke about her resignation from the British Museum’s board. In a piece on the London Review of Books blog, she wrote: “My resignation was not in protest at a single issue; it was a cumulative response to the museum’s immovability on issues of critical concern to the people who should be its core constituency: the young and the less privileged.” Holy smokes! Have you ever yearned for a trustee like Soueif?

If you said yes, be honest: Who is easier? The trustee who never misses a meeting, who Skypes in, shows up, and gives consistently? Or the trustee with feelings and opinions, the one who deftly unmasks pretense, the one whose giving capacity is great if quixotic? In terms of the group, who is more valuable? Is it a struggle to keep the trustee with feelings engaged, and what do you lose when, like Soueif, she leaves?

In an article written almost 30 years ago, Miriam Wood describes board behavior as cyclical. After the “Founding Period,” boards move through three distinct phases, Supermanaging, Corporate and Ratifying before the whole cycle begins again. Obviously we can’t know much about which phase the British Museum’s board is in, but if I had to guess, I’d say Ratifying. Julia Classen writing for NonProfit Quarterly described that phase like this: Unlike the previous phases, the board in a Ratifying Phase may not be as cohesive a group, and members may not know each other very well. They are less likely to be spending much time thinking about the organization beyond the 30 minutes preceding each meeting. In sum, the board is functional but largely disengaged from the organization. 

We know from the Web site that the Museum has 25 board members. Happily, they post their minutes online although since they only meet four times a year, the most recent minutes are from December 2018. Only five of their members are appointed by the board itself, the other 20 positions are the purview of the Prime Minister or nominations from the presidents of other British arts and cultural organizations. They are leading  artists, economists, historians, and captains of industry. The board includes seven women (eight before Soueif’s resignation) including three women of color.

If you read Soueif’s piece, it’s clear she loves and admires the British Museum. Somehow though the other 24 board members were waltzing while Soueif was committed to interpretive dance. A bad metaphor perhaps, but you get the gist. She clearly states that public institutions have moral responsibilities in relation to the world’s ethical and political problems. And she recounts how three years ago she tried to get the board to discuss its relationship to the oil giant BP, questioning how its underwriting of exhibits flies in the face of environmental concerns. In the end, she said she realized that the museum deemed money (and therefore BP) more important than the concerns and interests of an as yet largely untapped audience of Millennials and children.

Perhaps many of you have wrestled with biting the hands that feed you. In fact, that came up in last week’s post when audience members who’d paid to attend a gala benefit behaved horrifically to a woman of color. But how do you (and presumably your board chair) deal with a board member who’s out of step? Some thoughts:

  1. Boards are people not monoliths. No matter how tired or overwhelmed you are, address problems–disengagement, anger, frustration– when you see them. If it’s not your place, then take what you’ve observed to the board chair.
  2. Meet with the board member in question. Listen. Is she right? Perhaps she needs someone else to make her case? Are there reasons to accommodate her or is the board in the wrong phase of growth to make the shift she wants?
  3. Make sure your board is unified when it comes to organizational values. In an age when any museum can be called out in an instant over social media, it’s more than a good idea to make sure the board circles ’round to the organizational value statement on a regular basis. The leadership blogger Jesse Lyn Stoner provides a handy test to see whether board, staff and volunteers are on the same page.
  4. Be careful not to banish the one person who will say the emperor has no clothes. She may be the only board member willing to voice dysfunctional behavior. Think hard before letting her go.
  5. Boards, like staff, should exemplify diversity, not for the photo op, but for their ideas, and directors and board chairs should encourage healthy debate. If your board member’s frustration results in scapegoating, and the group turns on its own, the bigger more important issues won’t go away. Identify them, and talk.

We’re entering the dog days of summer. Stay cool and stay in touch.

Joan Baldwin

 


When Audience Members Violate Your Organization’s Core Values

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First, a thank you to everyone who responded to last week’s post. Leadership Matters doesn’t receive a ton of comments so last week was a happy surprise. Many of you–especially Millennials and Gen-Xers– thought your point of view was missing, and sent examples. Clearly there’s more to say on generational collaboration and conflict in the workplace. We’re working on it, but if you’re drawn to this subject, and you’d like to write a guest post, let us know. Our email is leadershipmatters1213@gmail.com.

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While questions of intergenerational workplace collaboration continue to simmer, we’d like to talk about a different sort of leadership challenge. This came to our attention through Laurie Norton Moffat, director and CEO of the Norman Rockwell Museum in Stockbridge, MA. (Parenthetically, we should add something: Over the years we’ve ranted about how museum leaders need to read (and listen) widely–absorbing poetry, podcasts, science, philosophy, long-form journalism, novels, you name it—because it makes you more empathetic, broadens your perspective and helps you connect the dots in many unexpected ways. Moffat is that person. If what she posts on social media is a taste of what’s on her bedside table, screen and other devices, she’s an example to us all.)

This week Moffat posted an op-ed piece by Pamela Tatge, director of Jacob’s Pillow, Becket, MA. For those unfamiliar with “The Pillow” as it’s known locally, it is home to America’s longest running dance festival. Tatge’s piece details the interaction of a woman of color and members of the Pillow’s opening gala audience. Needless to say, it wasn’t good. The interactions were demeaning, objectifying, and horrifying. In fact, as Tatge reports, it’s a wonder the patron stayed for the whole event. What’s interesting here is Tatge’s reaction. First, let me say that everything I know about this incident is in her piece. There is nothing on the Pillow’s website, and only two dismaying follow-up letters in the Berkshire Eagle.

If a member of your audience insulted another visitor, how many of you would bare your organizational soul in the newspaper? The Pillow’s experience brings to mind the incident at Boston’s MFA in May where middle school students were subjected to racist comments by security guards and other visitors. In that case, reading between the lines, one of the most horrifying things was the sense that the museum might not have acknowledged what happened had the teacher not come forward on Facebook. In the end, the MFA revoked the visitors’ membership and banned them from the museum. In addition, it says it plans to provide additional training for guards in how they engage with visitors inside and outside the Museum.

One of the places organizations turn in crisis is their value statement. And while Jacob’s Pillow is curiously silent about Tatge’s piece on its own web site, it’s clear her actions were rooted in the Pillow’s Value Statement, which includes the following:

INCLUSION
We encourage a broadly diverse group of individuals to participate in our programs and join our Board and Staff, and insist on being inclusive of all peoples regardless of their race, ethnicity, gender, sexuality, socio-economic background, physical or mental ability.

LEADERSHIP
We listen carefully, take the time to reflect on our successes and challenges, admit when we do not know something, and are accountable for our actions; recognizing that a crucial part of our role is to mentor the next generation of artists, arts administrators, and production staff.

Of the many issues on your 2019 leadership plate does audience behavior keep you up at night? What can and should a museum leader do to forestall racist behavior or hate speech in its galleries or heritage site? Is Tatge’s transparency the way to go?

Not that we haven’t written about this before, but here are some things to think about when your audience attacks its own:

  • Use your value statement. Presumably you all–board, staff, volunteers–played a part in its creation, and live it day-to-day. Where else can your patrons read the values statement besides the web site? How often do board and staff talk about it? Is it clear to your visitors that your museum has a code of conduct?
  • Silence is death. Don’t fetishize silence. Not saying anything will land you in a world of trouble. It will also make a mockery of your carefully crafted values statement. If you believe in something, stand by it, but have a plan.
  • Think ahead. What steps should you take to ensure the right messaging in the event of controversy or crisis related to your organization and its values? Role play possible controversies to make sure your organization reacts as a team.
  • Show some humility. Even if you aren’t the cause of the hurt, the hate speech or the racist comments, you are the venue in which they happened. Own what’s yours. If you hosted a cocktail party at home and one of the guests insulted another, you’d apologize wouldn’t you?
  • Talk about these issues with your board. It’s easy to say what a museum or heritage site should do, but how (and when) does a board choose to discipline its audience, the very audience that is its lifeblood?
  • Does your museum have a clear and easy way for visitors to let staff know when something bad happens? Once you say what you stand for (see the first bullet point), you have to provide the opportunity to express how the experience measured up. Help your staff learn to listen and respond accordingly.

A decade ago the glittery object among museum thought leaders was the idea of museums as a third space. As a concept–the museum as neutral ground where people gather and interact–is laudable if slightly utopian. But if the last 10 years have taught us anything, it’s that saying you’re the third space won’t work with a community clamoring for you to take a stand, to believe in something, and when appropriate, to say something. Hopefully museum staff, boards and volunteers agree on their common values, but your audience? It’s the wild card, the known-unknown you must court, charm, and cultivate. And what happens when the audience values don’t align with institutional values? If a visitor related an experience like the one Pamela Tatge heard, what would you do?

Joan Baldwin

Image: The National Liberty Museum


Bias, Ageism & the Museum Workplace

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In a lot of small ways work is like school. We do it because most of us have to. Some do well; some not so well. And it’s a place where, like it or not, our likes and dislikes are frequently on display. As leaders, you need to make everyone feel valued, wanted and needed. You need to banish your own biases so others can and will too.

One of the hardest things about workplace bias–and I say this from my place as a white woman of a certain age and privilege–is to flip what you pay attention to. If you continually look for the source of your hurt–the colleague who reminds you that you are over weight, disabled, LGBTQ, a woman, really tall, a person of color or some combination of all those things– you’ll find it. That’s called confirmation bias. You may feel momentarily better about feeling bad, but will your interactions with problem co-workers change? Probably not.

Please note: I do not, under any circumstances, want to diminish the effects of bias. Implicit or explicit, it is hurtful, demeaning, and isolating. It diverts focus, and it shouldn’t be allowed. But we work with humans. And we’re all needy.

Having said that, I want to talk about being old(er) in the museum workplace. Depending on your age, older could be 40, but for this post, let’s assume older is Boomers, members of your staff born between 1946 and 1964. First of all, in case you haven’t noticed there are a lot of Boomers, 77 million to be exact, and while 10,000 retire every day, many Boomers have inadequate savings for retirement, and need or want to work longer. So, if you’re the typical museum leader your staff will likely include Millennials (currently the largest segment of the workforce), Gen-Xers and Boomers, and range in age from early 20s to early 70’s. That means every time you gather for a meeting you’re bridging a 60-year life experience gap, not to mention differences in approach to work. When many Boomers came of age, they expected to find a job, get promoted, settle down, and 35 or 40 years later, say goodbye to colleagues, and retire. Millennials may have as many as a dozen jobs throughout their careers. Coaxing these groups into teams, building respect, and parking bias at the door is a challenge.

So do Boomers experience ageism? The short answer is yes. If you’re unfamiliar with this, here are some common examples:

  1. She should retire already. Alternately known as “When is she going to retire so I can get promoted?” Let’s bust that myth by asking why one generation’s work needs supersede another’s? People between 55 and 75 continue to work for personal fulfillment and financial gain. While there is opportunity to retire, there is no rule that says you have to.
  2. She can’t use a Google doc. Shouldn’t that be a requirement? As hard as it is to understand some days, our lives aren’t all about IT savvy. And if a Boomer needs to use a Google doc–in fact, if everyone does, then make it a requirement, and teach everyone. Don’t equate tech savvy with museum or heritage organization savvy unless you’re hiring for IT.
  3. She couldn’t even remember the phone code. Maybe she’s got Alzheimers. All of our heads are clogged with too many numbers and passwords. Further, it’s a fact that over time, a full mind impacts short term memory like remembering a number or password. It’s ageist to assume that not being able to remember one of the gazillion numbers or codes the modern workplace requires is a symptom of a serious disease associated with aging.
  4. If we’re going to hire, I’d rather have someone younger who’ll have more energy.  Every life chapter comes with issues, and being under-40 may mean there are other drains on a person’s time–children, training for a marathon, finding a partner, getting married–that a later-in-life employee will have passed through. Energy and focus are individual characteristics. If you hire for passion and energy, you’ll get it regardless of age. And P.S., according to the AARP, not getting hired is the most common type of age discrimination.

What if you are an older employee:

  1. There’s a law that protects you: The Age Discrimination in Employment Act. While it differs from state to state, and it applies only to workplaces with more than 20 employees, it prohibits age discrimination in decisions about hiring, firing, layoffs, pay, benefits, promotions, demotions, performance reviews or any other condition of employment.
  2. Don’t act old: I mean that in the kindest way. Don’t come to work and act as though you wish you were home in your La-Z-Boy. (Actually, that’s true for everyone, but it fulfills every stereotype when someone over 55 does it.) Continue learning, read widely, engage, engage, engage. You and everyone around you will be better for it.
  3. Don’t use your past experience as the reason not to try something new. If you’re over 55, how many times have you felt younger colleagues eye-roll when you launch into a story about the time your museum tried a variation of the thing your Millennial co-worker just suggested. The operative word here is “try.” Ask the questions that you wish someone had asked the last time this particular program, exhibit, or idea was launched, and then go with it. Listen, participate. Ask more questions and use the teachable moment to its best advantage.
  4. Be humble, and steer away from age-centered comments. Don’t try to bridge the age-gap by talking about your 30-year old niece. Your colleagues don’t need to know they remind you of much younger relatives or children.
  5. Be wise, not a know it all. With age comes the ability to synthesize. The more information you have in your brain, the more you can detect patterns. Be the person who (gently) helps co-workers see the big picture.

So for those of you who aren’t Boomers, the next time you’re feeling the need to eye roll in a meeting as that guy drones on or that older woman dithers, remember, age is egalitarian. Unless you die young, some day you’ll find yourself the oldest person in the room. So grow some empathy, and learn to work with everyone.

Joan Baldwin


Do Your Organization’s Mission, Values and Actions Align?

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This is a be-careful-what-you-wish-for story. How many of you did your due diligence, meeting with your constituencies and creating or revising mission statements for your museum or heritage organization? And when written, and everyone–trustees, staff, community, and volunteers– participated, did you feel a frisson of happiness that you’d done the right thing? That momentary sense of getting your organization where it should be?

Now, how many of you read the story about the Wayfair protests this week? Maybe, like me, you only know Wayfair as a business that clogs your email, one that apparently  presumes you buy “home goods” as often as you buy groceries. But this week it made the news, and those of you who are leaders would do well to pay attention. In brief, Wayfair sold approximately $200,000-worth of beds to BCFS, a nonprofit, that supplies the Department of Health and Human Services’ border facilities for unaccompanied minors.

When Wayfair employees learned about the sale, they contacted management. Subsequently more than 500 employees signed a letter asking Wayfair to cease selling to BCFS and any other nonprofit doing business with border facilities. Wayfair leadership declined to stop the sale. In turn, hundreds of employees protested outside its Boston headquarters, garnering national news coverage. What was most interesting was hearing protesters repeat Wayfair’s mission statement, saying Wayfair should live up to the company promise that “everyone should live in a home they love.” One of the protesters added,“We don’t want to profit off of being complicit in human rights violations.”

If you’re eye-rolling here, think how this might translate to the sometimes staid world of museums and heritage organizations. Think it couldn’t happen to you? Remember last spring’s demonstrations at the Guggenheim, protesting donations from the Sackler family? Or the protest when MoMA honored a Bank of America CEO whose company funds private prisons, and the Decolonize This Place protests at the Whitney? You may say, well that’s New York where there is more money and more activism than in your community. Maybe true. But for all the head-down, thumb-tapping, addictive qualities of the Internet, it’s also hugely democratizing. Protests, disagreements and opinions ignite quickly. In an hour your organization can move from every-day complacency to under siege. To add to that, a recent study tells us that staff just aren’t as cowed as they used to be. Employees, particularly Millennials are 48-percent more likely to be workplace activists than either Gen-Xers or Boomers. They have opinions and they aren’t afraid to share them.

So how should you prepare and/or respond? Where are the chinks in the armor of your mission statement versus your organizational actions versus your board’s actions or your investment portfolio? Hint: the answer is not assuming it won’t happen. It might. And if you’re a leader, you need to prepare for praise and protest. Ask yourself:

  • What’s your mission and does everyone understand it? 
  • Does your staff keep abreast with news in your community? If you haven’t already, for goodness sake follow Colleen Dilenschneider and Susie Wilkening. Use their data and wisdom to help understand your community.
  • Do you know your supporters and what they believe in?
  • Think ahead. What steps might you take to ensure you have the right messaging in the event of controversy or crisis related to your organization and its mission? Role play possible controversies to make sure your organization will react as a team.
  • Has your board ever discussed whether there’s a line in the sand that would make it take a public stand?
  • How would your board react to your staff participating in a protest? Of their own? With another organization?
  • Is your organization able to react quickly?  There’s little time to gather your peeps to strategize. If a board member’s caught in a personal or corporate scandal, if a staff member has a DUI or your organization accepts a gift from someone whose politics are at either end of a political spectrum, are you ready? Who’s your point person?

Last, know your organization, and make sure everyone else from trustees to volunteers does too. Know why it matters. If the community loves you, understand why because the more you’re loved, the higher a community’s expectations, and the more you have to lose.

Joan Baldwin

Image: Members of Decolonize This Place and its supporters rally in the lobby of the Whitney Museum, Courtesy of Artsy.


On Salaries and Anyone Being a Leader

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I’ve been away from Leadership Matters for three weeks thanks to posts by Jackie Peterson and Anne Ackerson. So rested and relaxed, I’m back with a few things to say.

First, I’d be remiss if I didn’t comment on the salary/gender controversy that started at AAM/NOLA and continues to percolate. It ignited with Kimberly Drew’s articulate, passionate, and bold keynote. If you missed it, you can read the whole speech here, but  the lines below were important. For me, they speak not only to change, but to the dichotomy many of us live with: a field we love and are drawn to, but a workplace that disappoints as often as it pleases. The bold type is mine.

Another thing that really motivated me in my last two years at the Met was my salary. And not just my salary which is here in the middle, but also the outgoing salary of the person who had my job two years before I did, who also just so happened to be a white man, and why I never met that salary, ever, in my time at the Met.… Still very angry. That I could be doing this work to the best of my ability, showing up, showing out, but still there was just a very small margin that I, for whatever reason, was never worth. 

In the wake of Drew’s remarks museum workers across North America (and now globally) created a Google Spreadsheet documenting their place of employment,  and sharing salary information. Many also choose to include details of race and gender. By this weekend, roughly a month after AAM’s meeting and Drew’s speech, it numbers more than 2,500 people.

What’s the point? In a world where a graduate degree is de rigueur, and salary information shielded with uncommon zeal, this simple spreadsheet provides a chink in the walls erected around hiring practices, wages, race and gender. Unlike AAM’s own salary survey, which requires paid membership to use, this is free. Further, if you’ve dreamed of a position at a particular organization, you may be able to look it up by name, and discover what people in your line of work make.* In short, it matters because it provides knowledge for those without power. That’s important for anyone juggling the calculus of graduate school loans, trailing partners, mortgages, rent, children, and aging family members. Use it. Participate, and support one another.

And here’s something else: Since 2012 Anne Ackerson and I have preached the gospel of “anyone can be a leader,” also variously known as “you can lead from anywhere in the room.” While I believe in it, I’ve also struggled with it, but I couldn’t explain why except to say it’s harder than you think.

This week it hit me. Here’s my revelation: If everyone acts like a leader, everyone is being the best person they can be. You may be as far from the corner office, the flashy cocktail parties, and the trustees as it’s possible to be,  but if you’re self-aware, understand the museum’s mission, take responsibility, demonstrate courage, act with imagination, and align your values and the museum’s, you’re a leader. Further, you’re a great follower.

Where this all goes to hell in a hand basket is when a layer of a museum’s leadership chart is weak. Then everyone below is constantly “leading up,” grappling with their own job description and their direct report’s responsibilities as well. That alone is debilitating. Moving forward with your own tasks–and the person’s you report to–is exhausting, but since you have no authority, it’s also tricky. Every day you stand on the tracks. Some days you hear a train in the distance. Other days, you see it. What’s your obligation? Do you move everyone out of danger or do you step out of the way and cover your ears? A poor metaphor, but you get the point. Check out the beauties of Nexus’ Layers of Leadership to see how iterative they are. What you need as an individual isn’t as nuanced a set of skills as those you need to be department leader, just as those competencies aren’t as sophisticated as the ones you’ll need for organizational leadership.

Don’t get me wrong: Staff should complement their leader, fill in where she’s weak and shore up areas she’s ignorant of, but they shouldn’t and they can’t be thinking big picture–where is the train on the track?–when their direct report is in the station having a latte. What can you do about weak stratification within a museum or heritage organization?

FROM THE TOP DOWN: 

If you’re a trustee: What questions do you ask that get at organizational performance as opposed to staff performance? Do you ever chat with staff on their own turf?

If you’re a museum director: Have you ever had a 360-review? How often do you meet with staff, not just about the organizational to-do list, but about the way the list is accomplished? Do you delegate? And do you empower staff to run with an idea, not just  a to-do list? How do you measure your staff’s people skills?

FROM THE BOTTOM UP: 

If you’re staff: Try to understand your boss. If you know her and she trusts you, she’ll be more willing to let you help. Helping her will help you. Volunteer for stretch assignments. Be the person who gets stuff done without handholding and constant instruction. Use those successes to move forward. As hard, and as frustrating as it is, leave your judgement at home. You likely can’t change your leader, but a successful tenure at one organization may help you move toward a different position at a museum with stronger overall leadership, and one more aligned with your own values.

Do you find yourself leading up? If so, what strategies have worked for you?

Joan Baldwin

*It’s wise to arm yourself with as much comparative salary information as you can find. That may require looking beyond what surveys exist for museums to the wider nonprofit sector and, in some cases, it may be prudent to examine for-profit salaries, as well. Online sites like Glassdoor and your state’s nonprofit association are two places to investigate.


Nothing Succeeds Like Succession (Planning, That Is)

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We hope everyone realizes they won’t live forever. Or stay in their current positions forever. Some of you won’t even stay in the museum profession, if greener pastures beckon. Yet, one of the ironies of the nothing-lasts-forever reality show is so few organizations have made it a point to write a succession plan for key staff or, even, board leaders.

That’s right. Almost all of you reading this post work or volunteer at museums that don’t have a written succession plan for the director or likely anyone else (in fact, only 14% of AAM-accredited museums and 8% of non-accredited museums have one*). Those numbers are worse than the meager 24% of nonprofits across the board that report they have a plan.** In a worst-case scenario – let’s say, the director is hit by a bus or any staff leader departs abruptly – the chances are excellent grief, confusion, and chaos will fill the void. That’s when a succession plan, even the most rudimentary one, will prove invaluable.

But there’s more. A solid plan will not only outline procedures for dealing with unplanned and planned short- and long-term absences or departures, it can also be a useful tool for ongoing staff development, as well as the orientation of new talent to create smooth transitions. Seen as a spectrum of strategies for building overall organizational capacity, succession planning takes on new import, one Joan and I embraced many years ago when we were studying succession in New York state museums (and the percentage then of museums having a plan were no better than what BoardSource/AAM reported in 2017).

If you’re still unconvinced, know that replacing an organization’s leadership is hard work. It can be emotionally and intellectually challenging, time consuming, and costly. Few cultural nonprofits have the staff bench strength to promote quickly from within. Many organizations resort to knee-jerk reactions when faced with their staff leader’s departure. They fail to take the pause they need to contemplate the organization’s future leadership needs and they may overlook talent that, with development, may be staring them in the face. In this regard, consider succession planning a risk management practice, one that will help stem the tide of knowledge loss when a leader leaves and sustain program and service effectiveness.

Here are some tips to get you moving toward succession planning:

  • By renaming the process succession development, you’ve already started to recast it for what it actually is – a focused process for keeping talent in your organization’s pipeline.
  • Shift your planning focus away from specific individuals to the organization as a whole.
  • Manage transitions intentionally with defined mutual expectations.
  • Like most plans, succession development planning is not an end in itself; it only helps to identify the development experiences needed by staff to help them move forward.
  • To the extent you can, keep a timeline of those transitions that are planned (or anticipated).
  • Cross-train staff and build in redundancies, and provide leadership development opportunities for high-performing staff.
  • Keep your succession development plan simple and realistic.

Pretty straightforward, huh? No excuses now.

Anne W. Ackerson

Resources

BoardSource. “Fundamental Topics of Nonprofit Board Service: Executive Transition.”

California Association of Museums Lunch and Learn Webinar. “Change is Inevitable: The Essentials of Succession Planning with Anne W. Ackerson.” May 2019.

National Council of Nonprofits. “Succession Planning for Nonprofits – Managing Leadership Transitions.”

Marshall Goldsmith. “4 Tips for Effective Succession Planning.” Harvard Business Review. May 12, 2009.

Terry Ibele. “50 Practical Tips for Succession Planning.” Wild Apricot. December 5, 2016.

* BoardSource, Museum Board Leadership 2017: A National Report (Washington, D.C.: BoardSource, 2017), p. 16.
** BoardSource, Leading with Intent, 2017.