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Culture as a Lever for Impact
Sachin Doshi and Jessica Kennedy, Mental Health America
From Seven-Figure Loss to Industry Leader
This Century-old NPO Prioritized its
Employee-first Culture and You
Won’t Believe What Happened Next!
About Us
Sachin Doshi
 Financial and SystemsAnalyst
 Joined MHA in January 2015
Jessica Kennedy
 Chief of Staff andVice President of
Finance
 Joined MHA in June 2009
Net assets, year over year
$2 M
$3 M
$4 M
$5 M
$6 M
$7 M
2008 2009 2010 2011 2012 2013
NetAssets,millionsofdollars
Turnover rate, year over year
42%
48%
8%
53%
20%
30%
0%
10%
20%
30%
40%
50%
60%
2008 2009 2010 2011 2012 2013
Turnoverrate
Gain/loss, year over year
-$1,600,000
-$1,400,000
-$1,200,000
-$1,000,000
-$800,000
-$600,000
-$400,000
-$200,000
$0
2008 2009 2010 2011 2012 2013
Gain/loss
And then something happened.
Net assets, year over year
$2 M
$3 M
$4 M
$5 M
2013 2014 2015 2016
NetAssets,millionsofdollars
Turnover rate, year over year
30%
71%
10.5% 10.5%
0.0%
0.0%
10.0%
20.0%
30%
40%
50%
60%
70%
80%
2013 2014 2015 2016 2017
Turnoverrate
Gain/loss, year over year
-1400000
-1200000
-1000000
-800000
-600000
-400000
-200000
0
200000
400000
600000
2013 2014 2015 2016
Gain/loss
What changed?
What changed?
Culture.
What changed?
Culture.
Culture is never wrong.
Culture is (almost) never wrong.
What do we mean by culture?
Cul·ture (noun):
a. “the set of shared attitudes, values, goals, and practices that
characterizes an institution or organization.”
b. “the act or process of cultivating living material (as bacteria or viruses)
in prepared nutrient media.”
It’s the shared experience of what it feels like to be in our work environment.
“We want to understand what works here rather than what worked at any other
organization.”
Laszlo Bock, Google
Culture can be…
Vaguely defined
Strongly defined
Non-uniform
Uniform
Peripheral
Infused
Instinct-driven
Data-driven
Lecturing
Listening
Meticulous
“Good enough”
Closed
Open
Distant
Close
Top-down
Bottom-up
Conservative
Innovative
Slow
Fast
Professional
Casual
Hierarchal
Flat
One where supervisors are performance
managers
One where supervisors are mentors
Spectra of Culture
Vaguely
defined
Strongly
defined
Non-uniform Uniform
Peripheral Infused
Instinct-
driven
Data-driven
Lecturing Listening
From this…
Spectra of Culture
Vaguely
defined
Strongly
defined
Non-uniform Uniform
Peripheral Infused
Instinct-
driven
Data-driven
Lecturing Listening
From this… To this
Spectra of Culture
Vaguely
defined
Strongly
defined
Non-uniform Uniform
Peripheral Infused
Instinct-
driven
Data-driven
Lecturing Listening
Spectra of Culture
Vaguely
defined
Strongly
defined
Non-uniform Uniform
Peripheral Infused
Instinct-
driven
Data-driven
Lecturing Listening
Spectra of Culture
Vaguely
defined
Strongly
defined
Non-uniform Uniform
Peripheral Infused
Instinct-
driven
Data-driven
Lecturing Listening
Spectra of Culture
Top-down Bottom-up
CloseDistant
Meticulous “Good
enough”
Closed Open
Conservative Innovative
Spectra of Culture
Professional Casual
Supervisors
are managers
Supervisors
are mentors
Hierarchal Flat
Slow Fast
The 3 P’s
People
Policies
Programs
The 3 P’s
If you have the right people, you can set the
right policies for your cultural fit.
If you have the wrong people, you have to set
the wrong policies.
People-First
What were the qualities of the good people who stuck
around?
• Passionate about the cause
• Creative
• Efficient
• Sense of humor
• Solutions-oriented
• Good at synthesizing information
• Tech savvy
• Opportunities vs. challenges
• Highly anxious and slightly neurotic
People-First
How do we find more people like them?
• Hire for these qualities above experience
• Prioritize cultural fit
• Find them in new places
• The street
• Reddit
•Be real in interviews
People-First
How do we KEEP them?
 Prioritize them!!!
 Put them in a place to succeed
 Pay them
 No, really, like… pay them
 Make your policies people-first
Policies
 Sick notes
The 3 P’s
Policies
 Sick notes
From https://www.linkedin.com/pulse/20130928223455-2042198
-will-your-firm-endure
The 3 P’s
Policies
 Sick notes
 Office hours
The 3 P’s
Policies
 Sick notes
 Office hours
From https://behindcorporatearmour.wordpress.com/2013/05/08/flexible-working-hours-vs-overwork/
The 3 P’s
Policies
 Sick notes
 Office hours
 Soda and snacks
The 3 P’s
Policies
 Sick notes
 Office hours
 Soda and snacks
The 3 P’s
Policies
 Sick notes
 Office hours
 Soda and snacks
 Telecommuting
The 3 P’s
Policies
 Sick notes
 Office hours
 Soda and snacks
 Telecommuting
The 3 P’s
Policies
 Sick notes
 Office hours
 Soda and snacks
 Telecommuting
 Professional development
The 3 P’s
Policies
 Sick notes
 Office hours
 Soda and snacks
 Telecommuting
 Professional development
From https://www.linkedin.com/pulse/20130928223455-2042198
-will-your-firm-endure
The 3 P’s
Policies
 Sick notes
 Office hours
 Soda and snacks
 Telecommuting
 Professional development
 Communication - Slack
The 3 P’s
They were worried about the election…
We let them express themselves
From an office that felt like a dungeon…
To an office that felt like home
So how does this affect our
programs?
MHAScreening.org
 Almost 2 million screens completed
 3,000+ screens daily
 $600K+ in funding to build follow-up
Screening-to-Supports platform
What changed?
 Link to external tool with no quid pro
quo or data AND internal tool with no
data
 Inability to decide between tools
 Conflict over service
Instinct-
driven
Data-driven
Conservative Innovative
Meticulous “Good
enough”
May is Mental Health Month
 23M+ reach in 2016
 Thousands of downloads, millions of
impressions
 From $0 in funding to six figures per
year
What changed?
 “This is just fluffy stuff.”
 Unfunded for several years
 Unmeasured outcomes
Instinct-
driven
Data-driven
Lecturing Listening
Supervisors
are managers
Supervisors
are mentors
Public Policy
 Strong leadership position
 Guiding philosophy – B4Stage4
 Major mental health legislation
passed in 2016
What changed?
 Difficulty moving forward from past
legislative success in 2008
 Weak definition of priorities
 Fear to ask for our own priorities
Slow Fast
Non-uniform Uniform
Vaguely
defined
Strongly
defined
Mental Health Report
 40,000 hits
 Featured in U.S. News and World
Report
What changed?
 Board concerns
 Affiliate concerns
 Staff concerns
Hierarchal Flat
Meticulous “Good
enough”
Slow Fast
Affiliates
 New dues structure
 Positive relationship with affiliates
 Clearly defined value
What changed?
 Somebody promised there would be
no dues
 Shrinking staff support and benefits
to field
 Irritation with national
Lecturing Listening
Non-uniform Uniform
Hierarchal Flat
Digital Presence
Digital Presence
Instinct-
driven
Data-driven
Lecturing Listening
What changed?
Peripheral Infused
 No clear consensus on audience
 No clear consensus on CTA
 Not mobile friendly
 SOOOOOO many words
 Growth from 1.6 M to 6 M web
visitors
 Explosive social media growth
Why do people WANT to be here?
“I can be my authentic self.”
It was easy for us in some ways…
And it’s not perfect
 We’re a little TOO close
 Can still have cliques/silos
 Need some policy/process
 Hard for some people to fit in
What do I need to do?
Figure out where you are… and where you WANT to be.
 Does your culture even need to change?
 Where are you on the various sliders?
 Poll the staff. Poll the Board?
 Associations: Members?
 Small orgs:Volunteers?
 Large orgs: Different Departments?
 You can make it binary for them and then adjust accordingly
 SurveyMonkey, Google Forms, webform on site
What do I need to do?
Figure out what’s getting in your way.
 Raise your hand if…
 You’ve ever made a policy for ONE person.
 You have any policy that is longer than two pages.
 Management doesn’t trust employees to work from home.
 You had a meeting this past week where everything ended in the
same place it started.
 You had three meetings like that.
What do I need to do?
Figure out what you CAN change.
 CEO
 Management
 Board
 Staff
 Policies
 Size matters
Resources
 Dan Pallotta’sTED talk on nonprofit compensation and the double standard, ”The way we think about
charity is dead wrong”
https://www.ted.com/talks/dan_pallotta_the_way_we_think_about_charity_is_dead_wrong
 The Hofstede Multi-Focus Model on Organizational Culture, for a model that influenced our work
https://geert-hofstede.com/tl_files/The%20Hofstede%20Multi-Focus%20Model.pdf
 TheCulture Engine: A Framework for Driving Results, InspiringYour Employees, andTransformingYour
Workplace by S. Chris Edmonds
https://smile.amazon.com/Culture-Engine-Framework-Inspiring-Transforming/dp/1118947320
 Work Rules!: Insights from InsideGoogleThatWillTransform HowYou Live and Lead by Laszlo Bock
https://smile.amazon.com/Work-Rules-Insights-Inside-Transform/dp/1455554790

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From Seven-Figure Loss to Industry Leader: This Century-Old NPO Prioritized its Employee-First Culture and You Won't Believe What Happened Next!

  • 1. Culture as a Lever for Impact Sachin Doshi and Jessica Kennedy, Mental Health America From Seven-Figure Loss to Industry Leader This Century-old NPO Prioritized its Employee-first Culture and You Won’t Believe What Happened Next!
  • 2. About Us Sachin Doshi  Financial and SystemsAnalyst  Joined MHA in January 2015 Jessica Kennedy  Chief of Staff andVice President of Finance  Joined MHA in June 2009
  • 3. Net assets, year over year $2 M $3 M $4 M $5 M $6 M $7 M 2008 2009 2010 2011 2012 2013 NetAssets,millionsofdollars
  • 4. Turnover rate, year over year 42% 48% 8% 53% 20% 30% 0% 10% 20% 30% 40% 50% 60% 2008 2009 2010 2011 2012 2013 Turnoverrate
  • 5. Gain/loss, year over year -$1,600,000 -$1,400,000 -$1,200,000 -$1,000,000 -$800,000 -$600,000 -$400,000 -$200,000 $0 2008 2009 2010 2011 2012 2013 Gain/loss
  • 6. And then something happened.
  • 7. Net assets, year over year $2 M $3 M $4 M $5 M 2013 2014 2015 2016 NetAssets,millionsofdollars
  • 8. Turnover rate, year over year 30% 71% 10.5% 10.5% 0.0% 0.0% 10.0% 20.0% 30% 40% 50% 60% 70% 80% 2013 2014 2015 2016 2017 Turnoverrate
  • 9. Gain/loss, year over year -1400000 -1200000 -1000000 -800000 -600000 -400000 -200000 0 200000 400000 600000 2013 2014 2015 2016 Gain/loss
  • 14. Culture is (almost) never wrong.
  • 15. What do we mean by culture? Cul·ture (noun): a. “the set of shared attitudes, values, goals, and practices that characterizes an institution or organization.” b. “the act or process of cultivating living material (as bacteria or viruses) in prepared nutrient media.” It’s the shared experience of what it feels like to be in our work environment. “We want to understand what works here rather than what worked at any other organization.” Laszlo Bock, Google
  • 30. Open
  • 32. Close
  • 37. Slow
  • 38. Fast
  • 42. Flat
  • 43. One where supervisors are performance managers
  • 44. One where supervisors are mentors
  • 45. Spectra of Culture Vaguely defined Strongly defined Non-uniform Uniform Peripheral Infused Instinct- driven Data-driven Lecturing Listening From this…
  • 46. Spectra of Culture Vaguely defined Strongly defined Non-uniform Uniform Peripheral Infused Instinct- driven Data-driven Lecturing Listening From this… To this
  • 47. Spectra of Culture Vaguely defined Strongly defined Non-uniform Uniform Peripheral Infused Instinct- driven Data-driven Lecturing Listening
  • 48. Spectra of Culture Vaguely defined Strongly defined Non-uniform Uniform Peripheral Infused Instinct- driven Data-driven Lecturing Listening
  • 49. Spectra of Culture Vaguely defined Strongly defined Non-uniform Uniform Peripheral Infused Instinct- driven Data-driven Lecturing Listening
  • 50. Spectra of Culture Top-down Bottom-up CloseDistant Meticulous “Good enough” Closed Open Conservative Innovative
  • 51. Spectra of Culture Professional Casual Supervisors are managers Supervisors are mentors Hierarchal Flat Slow Fast
  • 53. The 3 P’s If you have the right people, you can set the right policies for your cultural fit. If you have the wrong people, you have to set the wrong policies.
  • 54. People-First What were the qualities of the good people who stuck around? • Passionate about the cause • Creative • Efficient • Sense of humor • Solutions-oriented • Good at synthesizing information • Tech savvy • Opportunities vs. challenges • Highly anxious and slightly neurotic
  • 55. People-First How do we find more people like them? • Hire for these qualities above experience • Prioritize cultural fit • Find them in new places • The street • Reddit •Be real in interviews
  • 56. People-First How do we KEEP them?  Prioritize them!!!  Put them in a place to succeed  Pay them  No, really, like… pay them  Make your policies people-first
  • 58. Policies  Sick notes From https://www.linkedin.com/pulse/20130928223455-2042198 -will-your-firm-endure The 3 P’s
  • 59. Policies  Sick notes  Office hours The 3 P’s
  • 60. Policies  Sick notes  Office hours From https://behindcorporatearmour.wordpress.com/2013/05/08/flexible-working-hours-vs-overwork/ The 3 P’s
  • 61. Policies  Sick notes  Office hours  Soda and snacks The 3 P’s
  • 62. Policies  Sick notes  Office hours  Soda and snacks The 3 P’s
  • 63. Policies  Sick notes  Office hours  Soda and snacks  Telecommuting The 3 P’s
  • 64. Policies  Sick notes  Office hours  Soda and snacks  Telecommuting The 3 P’s
  • 65. Policies  Sick notes  Office hours  Soda and snacks  Telecommuting  Professional development The 3 P’s
  • 66. Policies  Sick notes  Office hours  Soda and snacks  Telecommuting  Professional development From https://www.linkedin.com/pulse/20130928223455-2042198 -will-your-firm-endure The 3 P’s
  • 67. Policies  Sick notes  Office hours  Soda and snacks  Telecommuting  Professional development  Communication - Slack The 3 P’s
  • 68. They were worried about the election…
  • 69. We let them express themselves
  • 70. From an office that felt like a dungeon…
  • 71. To an office that felt like home
  • 72. So how does this affect our programs?
  • 73. MHAScreening.org  Almost 2 million screens completed  3,000+ screens daily  $600K+ in funding to build follow-up Screening-to-Supports platform What changed?  Link to external tool with no quid pro quo or data AND internal tool with no data  Inability to decide between tools  Conflict over service Instinct- driven Data-driven Conservative Innovative Meticulous “Good enough”
  • 74. May is Mental Health Month  23M+ reach in 2016  Thousands of downloads, millions of impressions  From $0 in funding to six figures per year What changed?  “This is just fluffy stuff.”  Unfunded for several years  Unmeasured outcomes Instinct- driven Data-driven Lecturing Listening Supervisors are managers Supervisors are mentors
  • 75. Public Policy  Strong leadership position  Guiding philosophy – B4Stage4  Major mental health legislation passed in 2016 What changed?  Difficulty moving forward from past legislative success in 2008  Weak definition of priorities  Fear to ask for our own priorities Slow Fast Non-uniform Uniform Vaguely defined Strongly defined
  • 76. Mental Health Report  40,000 hits  Featured in U.S. News and World Report What changed?  Board concerns  Affiliate concerns  Staff concerns Hierarchal Flat Meticulous “Good enough” Slow Fast
  • 77. Affiliates  New dues structure  Positive relationship with affiliates  Clearly defined value What changed?  Somebody promised there would be no dues  Shrinking staff support and benefits to field  Irritation with national Lecturing Listening Non-uniform Uniform Hierarchal Flat
  • 79. Digital Presence Instinct- driven Data-driven Lecturing Listening What changed? Peripheral Infused  No clear consensus on audience  No clear consensus on CTA  Not mobile friendly  SOOOOOO many words  Growth from 1.6 M to 6 M web visitors  Explosive social media growth
  • 80. Why do people WANT to be here? “I can be my authentic self.”
  • 81. It was easy for us in some ways…
  • 82. And it’s not perfect  We’re a little TOO close  Can still have cliques/silos  Need some policy/process  Hard for some people to fit in
  • 83. What do I need to do? Figure out where you are… and where you WANT to be.  Does your culture even need to change?  Where are you on the various sliders?  Poll the staff. Poll the Board?  Associations: Members?  Small orgs:Volunteers?  Large orgs: Different Departments?  You can make it binary for them and then adjust accordingly  SurveyMonkey, Google Forms, webform on site
  • 84. What do I need to do? Figure out what’s getting in your way.  Raise your hand if…  You’ve ever made a policy for ONE person.  You have any policy that is longer than two pages.  Management doesn’t trust employees to work from home.  You had a meeting this past week where everything ended in the same place it started.  You had three meetings like that.
  • 85. What do I need to do? Figure out what you CAN change.  CEO  Management  Board  Staff  Policies  Size matters
  • 86. Resources  Dan Pallotta’sTED talk on nonprofit compensation and the double standard, ”The way we think about charity is dead wrong” https://www.ted.com/talks/dan_pallotta_the_way_we_think_about_charity_is_dead_wrong  The Hofstede Multi-Focus Model on Organizational Culture, for a model that influenced our work https://geert-hofstede.com/tl_files/The%20Hofstede%20Multi-Focus%20Model.pdf  TheCulture Engine: A Framework for Driving Results, InspiringYour Employees, andTransformingYour Workplace by S. Chris Edmonds https://smile.amazon.com/Culture-Engine-Framework-Inspiring-Transforming/dp/1118947320  Work Rules!: Insights from InsideGoogleThatWillTransform HowYou Live and Lead by Laszlo Bock https://smile.amazon.com/Work-Rules-Insights-Inside-Transform/dp/1455554790