Initial Report on "E.D." Role Analysis

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Initial Report by John Wiley, Fall 2006

Major issues I believe are associated with the "E.D." (new title needed) position:

My conclusion: An unidentified core role for the E.D. is facilitating a feedback loop between M&V and CNVC/LT. One label for this role might be "Chief of Staff" as portrayed in popular views of the U.S. President's "E.D." That person speaks on behalf of the leader, and conveys information from the organization to the leader. Here is a short list of activites I imagine could be listed under such a role, excerpted from my notes in the References section of this email.

  • Work closely with Office and each functional role on LT.
  • Attend all Office meetings related to policy, and facilitate LT meetings.
  • Gather information on implementation of M&V/LT policy/strategy.
  • Collect feedback, requests and information from Office/LT/network.
  • Create weekly briefings for M&V/LT, summarizing this with references for details.
  • Review strategic plans, financials and other information for reports to M&V & LT.
  • Draft policies on resource allocation in consultation w/M&V and LT.

My impression now is that some understood that we agreed at the Conference NOT to have an E.D. playing such a "Chief of Staff" role, because we'd instead have weekly meetings of the LT which includes M&V. We'd do all this collaboratively, with LT functional roles (Media, Network co-Coordinators, E.D./Office, Certification, Synergy, Fundraising, Projects, etc.) operating in mutuality and harmony. Given M&V's schedule and the lack of any planning for such meetings since the Conference, I'm wondering if implicit in that was a notion that those functional roles would be operating autonomously with occasional M&V contact.

I predict that autonomous functioning of LT personnel will lead to confusion and ultimately conflict with M&V. Without frequent contact and proactive maintenance of clarity, M&V's leadership will not be clearly understood or implemented as they intend and LT/network feelings and needs will not be clear to M&V. I'm doubtful that we all agree on the importance of or strategies for frequent and effective communication between M&V and the organization, and I'm confident that their ability to sustainably provide leadership depends upon it.

REFERENCES

Below are my notes thus far after dialog with Jori, Jim and Anne; and reviewing the Conference notes.

Proposed roles of "E.D."

  • Develop and implement policy for M&V contacts, in consultation with M&V/LT.
  • Work closely with Office and each functional role on LT.
  • Attend all Office meetings related to policy, and facilitate LT meetings.
  • Gather information on implementation of M&V/LT policy/strategy.
  • Collect feedback, requests and information from Office/LT/network.
  • Create weekly briefings for M&V/LT, summarizing this with references for details.
  • Review strategic plans, financials and other information for reports to M&V & LT.
  • Draft policies on resource allocation in consultation w/M&V and LT.

Proposed roles of Administrator

Proposed roles of Network coordinators (Jori & Jim) (adapted by John Wiley)

Proposed roles of Media Coordinator

Proposed roles of Fundraising Coordinator

Proposed roles of Training Certification Coordinator

Diagram of Admin/ED role Draft Proposal (PDF)

File:Admin-ED~v2.pdf

"E.D." Roles cited in Conference Minutes Addendum

Requirements cited in Conference Minutes Addendum

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