back to LEGACY BUILDING || back to SLDP index

ORGANIZATIONAL DEVELOPMENT


What is Organizational Development?
Organizational development is the continual process of developing and maintaining a strong organization through deliberate and meticulous planning as well as periodic and purposeful assessment.

Why is Organizational Development Important?
Organizational development is important because it determines the identity and focus of an organization by carefully considering its assets, resources, circumstances, and goals. Without organizational development, an organization would be lacking direction and operating blindly.

How to Use This Resource
A large portion of the "Organizational Development" topic is devoted to online resources for student leaders to use at their own convenience, share with their peers, and refer back to when questions, concerns, and issues arise throughout the year. In addition to the online resources, there may also be related workshops hosted by the Multicultural Center during the year.

Resources for Organizational Development > vision & mission  || goals & objectives || constitution || SWOT analysis || needs assessment || executive board || leadership transition || programming


Vision & Mission


What is a Vision?
A vision is a statement that expresses the ideals of an organization. In other words, a vision describes what an organization stands for or believes in.

What is a Mission?
A mission is a statement that expresses the purpose of an organization. In other words, a mission describes what an organization does.

How are Vision & Mission Related?
Although each is distinct, vision and mission are related in that the latter explains how the former will be accomplished. Visions tend to be more idealistic while missions tend to be more realistic. Both describe the same organization, of course.

Keys to a Strong Vision
* Concise: A vision statement should be succinct (i.e. 1-2 sentences).
* Reciteable: You should be able to say the vision easily from memory and without excessive elaboration.
* Inclusive: While still being concise, the vision should include all significant aspects of your organization.
* Idealistic: The vision should have an idealistic tone or nature to it, in comparison to the mission.

Keys to a Strong Mission
* Concise: A mission statement should be succinct (i.e. 2-3 sentences). Mission statements tend to be longer than vision statements.
* Reciteable: You should be able to say the mission easily from memory and without excessive elaboration.
* Inclusive: While still being concise, the mission should include all significant aspects of your organization.
* Realistic: The mission should have a realistic tone or nature to it, in comparison to the vision.

[ back to top ]


Goals & Objectives


What are Goals?
Goals describe general intentions of how an organization is going to accomplish its vision and mission.

What are Objectives?
Objectives describe specific measures or plans of how an organization is going to accomplish its goals.

How are Goals & Objectives Related?
Generally, each goal has a corresponding objective or set of objectives. Since goals are general in nature, objectives specify in more detail how goals will be accomplished. An organization with just goals and no objectives will have less direction but more flexibility than an organization with both goals and corresponding objectives.

- For example (a goal and corresponding objectives):
* Goal: To offer the campus opportunities to view and participate in student-produced broadway plays.
* Objective 1: To show at least one play per semester.
* Objective 2: To offer open auditions for the entire community.
* Objective 3: To sell videos of past performances.
* Objective 4: To teach monthly clinics on producing and performing plays.

Keys to Strong Goals
* General: Goals should state general intentions, not describe specific measures or plans.
* Concise: Goals should be succinct (i.e. 1 sentence only). If you are describing a goal in more than one sentence, then you are either being wordy, starting to explain the corresponding objectives, or combining two or more different goals.
* Relevant: Goals should be relevant to the vision and mission. Along the same lines, goals that are for window-dressing or lip-service purposes should be omitted since they are functionally irrelevant. In other words, don't have goals that just look good but serve no purpose or won't ever be accomplished.
* Realistic: Goals should be realistic. Again, goals that you know you are unable to achieve or do justice to should be avoided.

Keys to Strong Objectives
A common way to develop objectives is to make them SMART:
* Specific: Objectives should state specific measures or plans.
* Measurable: Objectives should be able to be measured in one way or another.
* Achievable: Objectives should be realistic in the sense that they are relatively easy to accomplish.
* Relevant: Objectives should be relevant to the goals they are corresponding to.
* Time sensitive: Objectives should have deadlines. In addition, objectives should take into account the busy schedules of students.

[ back to top ]


Constitution


What is a Constitution?
A constitution is a document that outlines who your organization is and how your organization functions.

Why is a Constitution Important?
A constitution is important because it is what binds an organization to its stated vision, mission, goals, and objectives and keeps the organization accountable. In addition, a constitution is often what is referred to when the organization's existence is being questioned or is lacking focus.

What Should Be in Our Constitution?
See the OSAF SOAR website for an initroduction to writing a constitution.

Who Should Read Our Constitution?
Every leader or executive board member of your organization should read the constitution. In fact, each organizational leader should have a copy of the constitution. The constitution should also be accessible to anyone who wants to read it.

Keys to a Strong Constitution
* Archived: The constitution should have multiple copies one of which should be on a disk (or two) in case hard copies are lost.
* Accessibility: The constitution should be readily available for anyone who wants to view it. If you have a website, post a link to your constitution.
* Clarity: The constitution should use simple language to avoid vagueness and ambiguities.
* Organization: The constitution should be arranged in a logical fashion to make it easy to read.
* Updated: The constitution should be revisited at least once a year so that it reflects the current state of your organization.
* Enforcement: The constitution should be enforced in its entirety to ensure that your organization is accountable and doing what it's supposed to be doing.

[ back to top ]


SWOT Analysis


What Does SWOT Mean?
SWOT stands for strengths, weaknesses, opportunities, and threats. Strengths and weaknesses are internal to the organization while opportunities and threats are external to the organization.

* Strengths: Those aspects of the organization that are strong (i.e. leadership).
* Weaknesses: Those aspects of the organization that are weak (i.e. funds).
* Opportunities: Those aspects in the environment within which the organization exists that have the potential to make the organization stronger (i.e. funding sources).
* Threats: Those aspects in the environment within which the organization exists that have the potential to make the organization weaker (i.e. other similar organizations).

What is a SWOT Analysis?
A SWOT analysis is an assessment tool used by organizations to determine their strengths, weaknesses, opportunities, and threats. Such an analysis is typically a brainstorming session. Once all strengths, weaknesses, opportunities, and threats have been identified, the next step is to determine how to:

* Maximize strengths
* Minimize weaknesses
* Take advantage of opportunities
* Avoid threats or decrease their impact

Why is a SWOT Analysis Important?
A SWOT analysis is important because it allows an organization to survey itself and its environment in order to understand past and current successes and failures in order to position itself for future progress.

When Should We Do a SWOT Analysis?
There are two general times when you should do a SWOT analysis:

1) During leadership transition: When organizational leadership is changing from old to new, both the old executive board and the new executive board should meet to perform a SWOT analysis so that progress from the previous year is continued into the upcoming year.
2) During a period of stagnation: When progress of your organization is stagnant (i.e. low attendances, lack of ideas, decreased sense of community, etc), organizational leadership should meet to perform a SWOT analysis so the organization can inventory what it's doing well and what it needs to work on.

Keys to a Strong SWOT Analysis
* Involvement: An analysis should involve as many people as possible. At least the leaders of the organization should participate. Non-leaders are critical as well because they offer different perspectives.
* Brainstorm: An analysis should begin with a brainstorming session where those involved can say whatever they want without immediate feedback or criticism. There will be time for that later.
* Thoroughness: An analysis should be as thorough as possible so that all aspects of the organization and the environment within which the organization exists are taken into account.
* Follow-up: An analysis should progress from brainstorming to a discussion then to a detailed plan of action. The discussion should focus on what was brainstormed and culminate into ideas to make the organization better. These ideas should be documented in the form of a plan of action.

[ back to top ]


Needs Assessment


What is a Needs Assessment?

A needs assessment is a process of determining the needs of your members or community that you represent. Needs assessment methods vary from being formal to informal, simple to complex, and one-time to on-going.

Why is a Needs Assessment Important?
A needs assessment is important because it allows an organization to learn how to best use its resources by knowing what members need or are interested in. Without knowing what exactly the needs of members are, an organization is essentially allocating resources aimlessly to produce programs and services that members may or may not need. A needs assessment focuses resource allocation so that members needs are adequately met.

When Should We Do a Needs Assessment?
There are two general times when you should do a needs assessment:

1) During leadership transition: After organizational leadership is changes from old to new, the new executive board should develop a needs assessment plan so that resources can be allocated in a way that meets the needs of members as well as the goals of the organization.
2) During a period of stagnation: When progress of your organization is stagnant (i.e. low attendances, lack of ideas, decreased sense of community, etc), organizational leadership should meet to develop a needs assessment plan so the organization can reconsider the needs of its members. Needs may change from year to year so be ready to address any changes.


Modes of Needs Assessment
There are two general modes of needs assessment:

- Informal, simple modes:
* Talking to members individually
* Making observations at meetings, programs, etc
* Reading old emails from members

- Formal, complex modes
:
* Conducting an email, online, or paper survey
* Conducting focus groups
* Conducting interviews

Online surveys are becoming more popular amongst student groups. They are relatively easy to develop and monitor. SurveyMonkey and Zoomerang are two popular online survey resources.

Keys to a Strong Needs Assessment
* Thoroughness: A needs assessment should be thorough in terms of whose opinions are considered. Generally, every member of the organization, not just a select group, should have the opportunity to voice themselves.
* Variety: A needs assessment should include a variety of different modes. This will ensure thoroughness in terms of whose opinions are considered but in terms of types of opinions gathered as well. In other words, opinions gathered from a survey may be different from opinions gathered from a focus group or from reading old emails.
* Resourcefulness: A needs assessment should not be neglected because of lack of time or resources. Use the limited time and resources you have and develop at least a basic needs assessment plan. Any needs assessment plan is better than none at all.

[ back to top ]


Executive Board


Issue A: Structure
Most executive boards of student groups are fairly basic: president, vice president, treasurer, secretary, and a variety of chair positions to cover different aspects of the organization. However, many executive boards are relatively large and often have co-chairs for certain positions, including president.

- A typical problem with exec board structure: 
Lack of productivity results when positions are ill-defined and/or the particular people in certain positions are not fulfilling their duties effectively.

Solution 1: Clearly define the role and responsibilities of each position. Be as simple as possible and avoid embellishment of job responsibilities as this sets up unrealistic expectations.

Solution 2
: Trim the fat. Don't be afraid to eliminate or combine positions. Discuss with the entire executive board how roles and responsibilities can be streamlined so that human resources are optimized, strengths are maximized, and weaknesses are minimized. Remember, any changes in the structure of the executive board must be documented in the organization's constitution.

Solution 3
: Avoid shared positions. Unless there is a clear distinction between what one marketing co-chair does and what the other marketing co-chair does, there isn't a valid reason to have co-chairs. Co-chairs often result in one doing more work than the other, thus defeating the purpose of the shared position.


Issue B: Reporting
In order to function efficiently, it is important for organizational leaders to know what each other is doing since all individual work is interdependent. In addition to regularly scheduled executive board meetings, reports are useful in keeping everyone updated. For more information on reporting structures, click here.

- A typical problem with reporting:
Disenfranchisement and lack of interest result when organizational leaders and even members are not aware of what everyone is doing and/or how the organization as a whole is progressing.

Solution 1
: Regularly share reports. Amongst leadership at least, each executive board member should develop a report to share with the rest of the board. Reports should be shared regularly (i.e. weekly or monthly).

Solution 2
: Inform the general members. General members deserve to know what the organizational leaders are working on, how they can be involved, and what they can expect in the near future. General meetings are one way to inform members but beware that the information being shared can often be summarized in an email.


Issue C: Accountability
Accountability is a common issue in student groups because many student leaders claim that a few of them are doing the work of the entire executive board. In other words, certain leaders are not fulfilling their duties and thus not pulling their weight. Accountability is important because it does not overwork students. More importantly, though, accountability strengthens team morale and productivity because everyone is doing what they're supposed to be doing to keep the organization on track.

- A typical problem with exect board accountability:
Team morale and low productivity result when certain executive board members are not fulfilling their duties assigned or ascribed to them.

Solution 1: Monitor progress. To-do lists and timelines are tools you can use to monitor progress of each executive board member. To-do lists outline job tasks while timelines provide a context of when tasks should be completed.

Solution 2: Confront slackers. Although not easy to do, it is important to speak to those leaders who are falling behind in their work or who are not doing any work whatsoever. The sooner you confront them, the better. How to confront slackers depends on your leadership style and personality. The more diplomatic and fair way is to ask the person if they need assistance or need to modify their to-do list and timeline due to certain circumstances. If a valid reason for slacking is not given, it is in the best interest of the organization to ask this person to either step up their effort or step down from their position.


Issue D: Delegation
Delegation is easy for some people than others due to differences in leadership styles and personalities. Nonetheless, delegation is important for projects that require multiple people to help. Delegating tasks reduces the work that any one person needs to do while creating a sense of teamwork and interdependence. Work can be delegated amongst organizational leadership and/or general members (i.e. committees).

- A typical problem with delegation:
Overworked students result when tasks to complete a project are poorly delegated and/or accountability of teammates is low.

Solution 1: Delegate or re-delegate. Sometimes students are overworked because they did not delegate work in the first place. This should not happen, especially if there are fellow leaders and members who are willing to help. And sometimes students are overworked because the work was not delegated well. If this is the case, then delegation of work needs to be reviewed and revamped.

Solution 2: Create to-do lists and timelines. For any project, it helps to have at least a general to-do list and timeline for the project team. Individual to-do lists and timelines may also be developed for each team member. To-do lists help to clearly define who is doing what while timelines help to clearly define when tasks are expected to be completed.

Solution 3
: Confront slackers (see Solution 2 to accountability problem above).

[ back to top ]

Leadership Transition

What is Leadership Transition?
Leadership transition is the period and process when an old (previous) executive board hands over the leadership and organizational responsibilities to a new executive board.  Such transitions can range from a simple change in leaders to a symbolic ceremony to an intense training.

- Transition types:
* Simple change of leaders: The people in the positions merely change with little to no celebration or training.
* Symbolic ceremony: The old leadership is honored and the new leadership is inaugurated during a formal celebration such as a dinner or meeting.
* Intense training: The old leadership develops a detailed training session so that the new leadership is adequately prepared to fulfill their organizational responsibilities.
For more on the subject of leadership transition, see the resources @ OSAF SOAR.


Issue A: Adequate Transition
On occasion, new executive board members or leaders are not explicitly told what their roles and responsibillities are as well as what the mission and goals of the organization are. Many new leaders are strong enough to overcome this transitional deficit. However, for those new leaders who are not able to overcome this deficit, there is a slow learning curve that results in subpar productivity. Essentially, these new leaders must "reinvent the wheel" and start from scratch.

Solution A: Proper training of the new leadership by the old leadership during the transition period. Click here for transition considerations.

Issue B: Accessibility After Transition
A common problem with student groups is that after student leaders finish their terms on executive boards, they sometimes distance themselves from their organizations to the point of zero contact. As a result, when the new leadership needs advice or guidance from older, more experienced leadership, that help is not accessible (i.e. calls and emails are ignored, responses are delayed, etc).

Solution B: Student organizations should consider creating an informal board of advisors consisting of old leadership interested in serving on this board. The primary role of this board is to offer advice and guidance when called upon or when organizational situations warrant it.

Issue C: Leadership Differences
There may be times when the new leadership does things that the old leadership does not agree with. The old leadership may even voice its concerns or disapproval. This situation may create conflict within the organization and may even lead to factioning. Factions not only divide an organization but they also hinder progress and develop negative perceptions of the organization by others.

Solution C: During the leadership transition, any conflicting leadership styles and goals should be addressed and resolved. This should minimize, if not eliminate, future conflicts. However, if future conflicts do occur, a mediated meeting between the conflicting sides should be conducted. The mediator should be someone neutral to the organization such as your faculty/staff advisor.
[ back to top ]

Programming

Issue A: Balance
Balancing programs is critical, especially for student groups that serve multiple purposes. For example, many cultural organizations are multipurpose in that they develop cultural, educational, political, and social programs. Concentration of resources on cultural programs does not satisfy the needs and interests of students who desire social programs (and vice versa). Thus, balancing programs allows an organization to adequately satisfy the various needs and interests of its members as well as those of the general student body.

- Balance considerations:
* Perform a needs assessment: To identify the needs and interests of your members. For more information, click here.
* Review your vision and mission: To ensure that all programs are in line with your stated vision and mission. For more information, click here.
* Review your goals and objectives: To ensure that all programs are in line with your stated goals and objectives. For more information, click here.
* Perform a SWOT analysis: To determine your organizational strengths and weaknesses as well as your environmental opportunities and threats. For more information, click here.
* Perform a cost-benefit analysis: To determine the feasibility of each program. For more information, see Issue C.


Issue B: Event Management
Event management is basically the managing of all aspects of a program or event from start to finish. Aspects include, but are not limited to, finances, public relations, marketing, transportation, lodging, meals, hospitality, technical support, and volunteers.
    Event management is critical because if any of these aspects are subpar, then it could lower the overall quality of your program. Multiple failures to properly manage an event could lead to disaster in not only the short-term but the long-term as well (i.e. wasted budget, poor public image, etc).

- Event management resources:
* OSAF SOAR: Planning a Program
* OSAF SOAR: Host a Party/Sponsor an Event
* Stop by the OSAF office on the main floor of the Bryan Center and the staff will assist you with your event management needs and questions.


Issue C: Cost-Benefit Analysis
To help determine which programs are worth the effort and resources, a cost-benefit analysis is an appropriate tool to use. Basically, a cost-benefit analysis weighs the projected costs of a program (i.e. financial resources, physical/material resources, and human resources) against the potential benefits that the program may generate (i.e. support, education, revenue, members, etc).

- Analysis considerations:
* Forecasting: A cost-benefit analysis requires deliberate and careful forecasting.
* Multiple perspectives: A cost-benefit analysis should taken into account multiple perspectives.


Issue D: Program Evaluation
Ideally, all programs and events should be evaluated immediately after their conclusion. The purpose of an evaluation is to determine the aspects of a program that went well and that didn't go well. Evaluations aid in such decisions as whether to modify the program, keep it the same, or discard it altogether.

- Methods of program evaluation:
* Survey and/or comment sheet handed out or emailed to participants
* Conversations with participants
* Attendance
* Revenue generated
* Goals or benchmarks reached
[ back to top ]


Copyright | Sitemap | Duke.edu | Student Affairs | Campus Life