Thresholds—Leaving Nonprofit Life with Courage and Grace

Leaving nonprofit life with courage and grace requires the proper tools, planning and support. How do you effectively prepare to depart as the leader you’ve always been?

The last 18 months has seen people rethinking what means the most to them and what they are doing with their time. Since the majority of our waking hours is spent on work, it’s among the first to be reviewed.  But for those whom retirement had already been on the horizon, say in the next 1- 5 + years, the pandemic may have provided extra impetus to determine that now is the time to begin the process.

When you consider all that’s involved to leave a fulfilling non-profit life, you may find yourself in confusing waters. How do you sort it all, from getting a clear snapshot of where your staff, board and the organization is, to mapping effective actions in the right timing as you walk toward leaving, to creating a stellar legacy.

Wouldn’t it be invaluable to have an opportunity to share, with a discreet/private, small group of peers, both the joys and anxieties of leaving your work as you walk through an assessment of what’s needed, and work out a plan to leave well?

I co-lead a cohort experience that offers just that, along with Nancy Jackson of EOS Transitions to learn about effective practices to prepare for a legacy well attained, considering the well being of your staff and board.

The experience includes:
• Two-hour virtual sessions over five weeks, for a total of 8-10 hours
• Between-session reading and assignments to amplify the learning and virtual experience
• Confidential participation (Public awareness of your approaching departure is certainly not necessary)
• The Thresholds experience is limited to a cohort of 8-10 peers experiencing the same stage of nonprofit life

The next cohort starts on September 30, but we are planning the next session soon after based on need. Simply contact us and let us know of your interest!

CLICK HERE TO REGISTER

Leaving nonprofit life with courage and grace sets you on the course to what’s next with grounding. Whether you’re planning to travel, spend time with your extended family, volunteer, create a new business, or pursue personal goals and hobbies, you can enjoy it with peace of mind after a successful retirement.

We’ve gotten really wonderful feedback from the executives who we’ve worked with. Why not let that be that also be you!

Read more about the Thresholds cohort experience and feel free to contact us with any questions.

How To Transition Toward Your New Work-Life Balance

Salisbury Rail Trail

You may be wondering how to transition toward your new work-life balance, as mandates relax and many advance through opening phases. What will that look like? And how do you get from here to there?

What a year! While the US may be starting to emerge after dealing with a mysterious and confusing pandemic, other countries are in the throes, while some are virtually Covid-free… but all it takes is a glance at the news to know what’s happening around the globe, and that affects us all.

START WITH WHERE YOU ARE

It’s been stressful for everyone. There have been countless articles and TV specials covering ever-changing medical updates, how to keep fit, handle holidays, look good online and even open your mail! As we begin to surface from it all, many find ourselves exhausted, grappling with various comfort levels, and navigating a new frontier while earning a living. Many have worked all through the lockdowns – trying to stay afloat in a local business or Zooming at home at makeshift desks alongside kids and pets.

How do you process the strong desire to connect while respecting your (and others) concerns and normalize fears when Covid isn’t gone yet? It’s not the same world, so we won’t be going back to the same office. Not all of our co-workers may return. Our favorite place for lunch may be closed. There will be different routines developed and continually evolving hybrids.

It’s A LOT of adjustment.

Many of us are afraid to go back. Some are chomping at the bit. Others want to retire or do something entirely different. How do we navigate all that with intention, thoughtfulness and grace? It all depends on where you’re at.

FIVE QUESTIONS

Here are some questions to ask yourself to find out. Find a quiet time when fresh with a nice cup of something, and take these at your own pace.

1. What did you learn from experiencing this pandemic?

    • What did you discover is important to you?
    • What have you learned you can live without?

2. What benefits or hidden blessings did you experience?

3.What do you hope to remember about this time of global shutdown?

4. What parts of quarantine life, and practices do you want to keep?

5. What support do you need moving forward?

    • What would that look like?
    • Who and what can help?

It may take some time to find the answers, but they are in you… and they are crucial to explore. I invite you to take this opportunity to review what you want – and don’t — and get some clarity around that which you don’t want to lose sight of as you ease back.

WORK-LIFE BALANCE

It’s one thing to orchestrate the answers in your personal life, but how do you do that at work? Whether you’re in charge or report to someone, the company is figuring it out too. Here’s some thoughts:

  • What are your options for a phased in approach at the company?
  • Are they considering a hybrid or rotational work model?
  • What do you need to do to feel comfortable in terms of a clean workplace, the ability to mask or distance while at work?
  • How do you open up lines of communications, for employees, co-workers and employers?
What we all have in common is the place to start. ~ Doris Roach

A lot of that communication needs to happen. Degrees of comfort will vary as much as each individual.  Some feel a vaccine is a free pass, some are still wearing double masks and scared, and many are in between, perhaps taking care of a high risk person at home. The good news is, everyone is in the same boat when it comes to adjusting at work. What we all have in common is the place to start.

Whether you must return soon, have been working all through this, or aren’t sure what’s next, these questions will move you into new thinking that will come in handy. If don’t have the luxury of finding a window of free time to sit with these questions, you can still mull them over when you’re commuting, on break, showering, mowing the lawn or walking the dog!  Give yourself permission to think a new work-life balance through internally. Take one at a time, read more on the topic, talk to others. All will create a shift, even if subtly, and answers will come.

I am one of those people you can talk to, especially if you are struggling or want guidance in going deeper. Contact me and let’s talk about what you need! I’m here to help.

Crossing the Threshold to Retirement with Confidence

Crossing the Threshold to Retirement with Confidence

If you are a non-profit executive preparing to retire, that milestone step forward can be immensely enriching if well planned. When crossing the threshold to retirement, there are many practicalities to consider — the board and staff, the successor, organizational vulnerabilities, and the like.

As a leader, you may feel there are few places where you could trust processing the joys and anxieties of leaving your work and shifting an identity you’ve had for a long time.

This May, I’m again co-leading a workshop to help you effectively design your legacy and prepare for your leadership departure with confidence. It’s called Thresholds: Leaving Nonprofit Life with Courage and Grace.

We facilitated this workshop in January and found it to be very inspiring. Nine Executive Directors gathered, each in the midst of deciding when to transition from their positions. Their time frames varied from as soon as 6 months to a few years out. Yet all were looking for a way to explore, process and plan their departure.  And they did it, together and with purpose, to great satisfaction!

 

‘This group and the time we shared is memorable and so unique. We came together as strangers and, even through Zoom, we connected on a much deeper level. Thank you everyone for your honesty and sharing your personal perspective.’

– Thresholds participant

 

Since everyone understood the unique mix of challenges, struggles and excitement around the decision to leave, it created a wonderful cohort of equals who clicked. We found they had a hunger just to talk, reflect on their legacies, and what they wanted to do after years of professional service — whether it was moving on to something they’ve always wanted to do, or focused on how their personal lives could grow.

And the Thresholds workshop, a welcoming and fertile environment, was just the way to do it.

If you find yourself resonating with this, the workshop might be of interest to you. If so, here’s a preview of how we guide crossing the threshold to retirement.

We take everyone through a five part process over a period of 5 weeks:

1. EVOLUTION OF LEGACY

We cover what brought you to your work, and how different the world is now as you want to move on.  This sets the stage for musing how you want to leave things so they are relevant to these times, and creating a checklist of what needs to be done to get there.

2. TRANSITION PATHWAY

This section has two parts. First, we explore what you don’t want to leave undone, unsaid or undiscovered. Then we move on to practical information about leadership transition: How to work with the board, support the staff and the like.

We make use here of the William Bridges model, which provides a good framework to understand how transition  affects you and also your people. His book, “Transitions,” is a resource I use often in my coaching practice.

3. GETTING IT ALL DONE

In this stage, we address what you may be grappling with, and practice peer to peer coaching – accessing the wisdom and experience of the group to help each other work through transition challenges and concerns.

4. POTPOURRI of QUESTIONS

As everyone goes deeper exploring the transitional process, new questions can emerge around authentic fears and hopes, identifying what you’re willing to let go of, when it is time to go public and how, what the future looks like and how you want to celebrate it!

5. THE WAY FORWARD

A wonderful opening! This is where you’ll envision the future: reclaiming some of the freedoms and possibilities you may have set aside to be so responsible. We talk about opportunities which could include learning new things, and getting time to spend with family, untethered to a phone or schedule.

These steps are empowering! It was amazing to watch participants transform from where they started to looking forward to what’s next, feeling centered and clear. The strength and confidence that came from this cohort had everyone leaving with the unspoken certainty that it is no longer so lonely at the top.

 

‘Our roles can be isolating at times, especially relative to a critical decision such as this.  What a wonderful opportunity to learn from peers reaching a similar point in our careers.’

– Thresholds participant

 

There is so much potential in you for this next evolution! Crossing the threshold to retirement is one of the most important turning points of your adult life. You deserve to invest the thought, time and depth it offers you.

The Thresholds Workshop starts May 6, 2021. If you’d like, sign up today

If you would have questions or want to know more, reach out to me, and let’s talk!