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Brandon Burton 0:00
This is the Chamber Chat Podcast, the show dedicated to chamber professionals to spark ideas and to get actionable tips and strategies to better serve your members and community.
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Our guest for this episode is Carol Hamilton. Carol is principal of grace social selector consulting, LLC, and host of mission impact podcast. Carol helps organizations and teams become more strategic and innovative or greater mission impact. She facilitates strategic planning, mapping an organization’s impact and organizational assessments for nonprofits and associations. Carol, I’m excited to have you with us today on chamber chat podcast, I’d love for you to take a moment to say hello to all the chamber champions who are out there listening and to share something interesting about yourself so we can all get to know you a little better. Well,
Carol Hamilton 2:42
thank you, Brandon, thank you for having me on the podcast. It’s an honor. Yeah, I so my name is Carol Hamilton, gray social sector consulting. And I, I was trying to think about, you know, what, what interesting thing could I share, but I think one that informs the work that I do is that I am the younger sister of a person, my brother has significant disabilities, he’s autistic and profoundly deaf and developmentally disabled and growing up with him, you know, as as, as my older brother, I definitely saw the way in which the world was not built for someone like him. And so for me, when I’m doing my work, I’m always trying to contribute my small part, to really building a world where everyone can thrive where there really no exceptions to that. And so that’s that kind of what is what motivated me to, you know, come into the to the nonprofit sector and want to be part of movements and groups and organizations that are really trying to help build a world where everyone can thrive.
Brandon Burton 3:52
Yeah, I like that it’s nice to to have that that driver you know, behind you that that background that really motivates you to you know, for greater good. So, I think that I imagined that will come into our conversation today and inclusion aspects as a topic today. But based upon your work and the kind of the focus that we wanted to take our conversation today on the podcast is going to be focused around common strategic planning mistakes. So I’m sure you have some examples and things that you can share with us from your experience and meeting with different organizations and going about strategic planning and I’m excited to dive in deeper and learn from these experiences as soon as they get back from this quick break.
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All right, Carol, we’re back. So as I mentioned before the break, we’re talking about strategic planning mistakes. So for chambers that are tuning in, creating a strategic plan is a integral part of their organization being able to know their mission and purpose going forward. And as they go about creating strategic plans, what are some of these key things that you see that stand out that organizations maybe ought to be aware of? And some of these mistakes, etc, that maybe we can help these chambers avoid some of these pitfalls? By sharing some of your experiences? Yeah,
Carol Hamilton 7:13
yeah, I think pitfalls are probably is a good way to put it. Because certainly nobody goes into the process trying to, you know, have it not be productive and effective for the organization. But I think one of them, and I’ll be a little, I don’t know, whether controversial or contrarian here is that the common wisdom around boards and staff, and I’m sure that there are many of your listeners who are probably maybe on the volunteer side of local chambers, but where they do have staff, it’s been seen that the board, or traditionally been held that the board is the one who’s in charge of strategy. And I, you know, that’s certainly an important role for the board. But I like to take a whole organization approach where really every brain, every part of the brain, both that analytical side, and all the complexities that people bring, all of them are important to the organization’s future, and kind of opening up the conversation, to include more people into how you structure and frame up your vision and will really serve the organization well to help have people be motivated and more motivated to be behind. Whatever you ultimately as a group decide are your big, big goals, the big vision that you’re moving forward. So I would invite leaders to, you know, bring and bring more of a kind of big tent approach so that when a lot of people talk a lot about buy in, and then you know, if they do it with a small group, and then bring the plan to other people and wonder why they’re not excited about it. I would say get the people in the room with you, they’ll get excited about it. Because they’ve been they’ve had a hand in creating that vision. Yeah,
Brandon Burton 9:05
and I think that’s such an important part of creating a vision is getting buy in from as many people as possible and being able to feel like they had a voice and creating that plan. So as it’s unveiled and in you get rubber to the road, you get more people that are willing to participate and help move that mission forward. I like how you, you mentioned how typically, you might see how a board that might be a pitfall, right, where if it’s just the board sitting in a room creating a strategic plan. Maybe they’re missing insights from others in the community. So when you talk about getting more people involved, if you are looking at a chamber of commerce, what examples might you give of other types of people or organizations or what where would you look to to get more involvement in creating that strategic plan? And or chamber. Yeah,
Carol Hamilton 10:01
and I think when I say that it doesn’t mean that everybody is ultimately at, you know, the the planning session or the retreat, it’s that you’ve taken the time to get feedback from a variety of stakeholders, you’ve identified who those stakeholders are, who are important to, you know, moving the vision of your organization forward. You know, the people who are you’re very involved volunteers, your staff, your members, but then wider than that people in the community that you have partners with other other organizations that you have alliances with, the people that you serve, all of those folks will be important, they won’t necessarily all end up in the room making the decisions about the organization, but taking that time to talk to people and get feedback. And oftentimes, that’s where an external party consultant can help out because folks will be more willing to kind of share candidly, with someone who doesn’t have a stake in the outcome. You know, in terms of that, that feedback and input, and will also help to synthesize all that information, because it’s a, it’s a big lift to talk to a lot of people, and then you’ve got so much information, it can feel overwhelming, but how do you sift it down to some of the important nuggets, that then you as a as a smaller group of board, and staff can really chew on and say, Okay, this is what we’re hearing from people, this is what we’ve set ourselves about what we want. And this is a, this is what, you know, this, this is the significance that has for us in our future going forward. And oftentimes, I find that, again, that kind of fear of that big tent is that folks will be overwhelmed by the number of opinions, ideas, all the different things. And in terms of when I’m talking, when I’ve done this work with groups, I’ve actually found that they’ve been surprised by how much agreement there actually is. And pleasantly surprised. And it often will bring issues onto the table that maybe they were thinking and they talked to somebody in the hallway, but you know, after the board meeting, but they they weren’t weren’t willing to bring up in the in the formal session, and so that this process can give, make it safer to have those conversations about critical issues.
Brandon Burton 12:33
I like the point that you make about bringing in a consultant for that specific purpose, because I think there’s a lot of value in bringing in somebody from the outside. I’ve seen myself in that role it were a, I’ll joke about being the bartender, you know, we’re the members, the members of the organization, they’ll tell you all their gripes and all the things you know, that they see wrong with the organization, and the things that they like, and the things that they’re excited about. Sure, exactly. But things that they may not be as open to just telling the chamber directly or to get the face of the chamber executive and say, I disagree with this or that or so having a third party come in, there’s a lot of value to be able to flesh out that real, meaningful data, that information that you can get from people that you wouldn’t get just having your normal day to day conversations. And I think for a chamber staff to be able to try to collect all this feedback, on top of doing their day to day job, it’s a big lift to try to do that and make sense of all the information they’re bringing in. So having a consultant somebody who’s focused on that, and being able to go through with all that information means and present it in a way that makes sense. And you can look at a report and kind of go over and say, Okay, it’s good feedback. So in soliciting that feedback, you’d mentioned talking to individuals. So I imagine there can be an interview portion of soliciting feedback, talking to some of those key stakeholders, surveys, what what are some of the ideal ways you see in soliciting that feedback that have been effective from your experience?
Carol Hamilton 14:24
Yeah, so it’s going to depend on each organization and, and the scope and the scale and, you know, their capacity, the budget, all those things, but generally, it’s a combination of interviews, one on one interviews, focus groups with, you know, groups of people up to eight to 10, and then surveys, and so, some combination of those will will, you know, enable you to really get into what people perceive as the strengths, the challenges, the opportunities, and all the things that are important for the Future of the organization. And I think another mistake that organizations make is thinking that strategic planning is just about about having a retreat. And so for me that that date, that kind of listening tour that you can go on, is a really important fundamental piece to get that good snapshot of where are you at this moment? Where is the organization right now? You know, what are people are saying, across the board? Are challenges and things that are getting in the way? And then what are the strengths that everyone’s seeing and the opportunities? So really being grounded in that kind of what’s our current reality? Right.
Brandon Burton 15:39
And before that retreat happens, you need to have good accurate data to go off of exactly decisions. Right. Exactly. There’s the planning before the retreat that that takes place. Yeah. So
Carol Hamilton 15:51
that’s, that’s part of that data gathering process. Yeah. So
Brandon Burton 15:55
as I’m thinking of these interviews, I think my first thought goes to with the chamber to go to the members of the chamber to get feedback from them, I think it may be important to even solicit others in the business community who are not members to find out what what do they see the role of the chamber being? Why are they not members? You know, they have they been members in the past? What can we get from that experience? But also, committees, right? So there’s different committees within organizations and getting their feedback on their role? And how they see that being a part of the greater organization? And how can things maybe be more efficient? And I don’t know, I’m just trying to think of all the different sources to gather data from to be able to create a rock solid strategic plan. Are there other areas that you would think have to go to for to gather that information?
Carol Hamilton 16:57
Yeah, I mean, you know, usually, I’m working with the organization and a set of small, smaller set of folks from the organization, usually a combination of, you know, staff leadership and board, to really identify who all those important stakeholders are. So the organization will know, you know, who’s really important for us to talk to, and so we’ll work together to come up with that list of okay, who are we going to kind of reserve that one on one interaction with who are we going to invite to more of a group experience? Who are we going to reach out to via a survey? So really thinking through those those important points of you know, who, who most matters to the future of the organization? And also, what do we want to learn from them? You know, what are the big issues that we see that we’re curious about, that we also we kind of know, our perspective on, but how, you know, is that in alignment with how other people are seeing it? So kind of getting that cross check of, you know, is how we’re seeing the things aligning up with everybody else? And, and where’s their agreement? And where’s their, you know, some some divergence of opinion. I
Brandon Burton 18:07
like that. And you said, Something stood out to me, you said, what do we want to learn from them? And that should be the basis of all these interactions? Right? Right, what do we want right from them. And that takes me back to the thought of inclusion when you shared the tidbit about your brother and kind of that lens that it gives you in looking at your work? How do you go about inclusion, and specifically getting these opinions of voices that may not be heard, as regularly as they probably should be?
Carol Hamilton 18:42
Yeah, I mean, I think it’s important to think about, you know, as you’re making those decisions about who you’re going to prioritize, to interview and do focus groups, and surveys is really the power dynamics within organization of, are you only favoring people who already have the most power and already have the most voice and already have the most influence with the people that you you talk to one on one? Or are you doing more of a cross section or of the organization so that you get that rich feedback from a variety of people. So it’s it thinking about it in those terms that will help help define and really put inclusion at the at the center. As an organization, if you want to grow, you know, being able to see the wider net is going to be important. So,
Brandon Burton 19:39
yeah, so we’ve talked a lot about gathering that information, the data, and then the retreats is usually what people think about when you think of a strategic plan. So let’s focus a little bit more on the actual implementation of the plan. What how should that look? What are some of those pitfalls that you’ve seen that people need to be aware of to avoid as they go about implementing their strategic plan?
Carol Hamilton 20:07
So before we jump to the implementation, there’s one thing I wanted to say about the retreat, which I think is also another pitfall that people can fall into. And it’s kind of the, I think it’s the thing that leaders fear when they bring a lot of people in. So they fear a retreat that ends with just flip chart after flip chart, after flip chart, have nice ideas. And they haven’t taken the time to talk together. And I actually asked people to do this at the very beginning, before they start brainstorming ideas of how are we going to decide what we’re actually going to do, because you can never do it all. And you can’t do all the good ideas, you know, so you need a way to discern which ones are going to be the ones that you focus on. And so having that conversation upfront of how are we going to make some decisions, and then ensuring that somewhere in the process, you are making some decisions and discernment is so important. Because otherwise you end up with this laundry list plan that isn’t really a plan. It’s just a wish list. And so if you end up with a wish list plan that that gets in the way of implementation. But yeah, I think that’s that’s another key point that being clear with everybody all along the way that you’re going to have to focus on a couple things, you’re going to have to make some decisions. And if you can be clear with everybody, okay, these are the things that we’re looking for, you know, we’re looking for things that are going to grow revenue, we think we’re looking for things that are going to increase member satisfaction that are that are going to, you know, improve our reputation are going to, you know, contribute in some way to community health, whatever it might be. You’ve, you’ve agreed ahead of time, what those criteria are, that they it all aligns with our mission. So that then when you have that long list, you can go through and actually make some decisions.
Brandon Burton 22:12
Yeah, no, that makes that makes a lot of sense. I know. A lot of times, people and even other organizations will come to the chamber and say, here’s a great idea of something that you should do, right? And then it becomes that wish list of others. So I can see where you can have those turns ended up being a long wish list. Yeah, it’d be great if we could do this and that, but when it comes down to it, you need to have the resources to be able to execute and be able to do it well, right? You don’t want to just take something on and then have it be lackluster, and have it end up being a bad representation of your organization because you’re not doing it well. So yeah, moving beyond that wish list and having a solid plan is is huge. That’s important.
Carol Hamilton 23:03
Yeah, so and that list of criteria that you come up with can be great in that instance, of all the different people coming and saying, Well, you should do this. Well, we can run it through this kind of rubric decision making flowchart, if you will, and decide whether it actually fits, you know, fits our goals or not. But I think in terms of moving from, okay, we’ve got a plan, you know, it’s got three to five big goals, no more than that. We’ve identified, what are some of the action steps that we’re going to take, we’ve really gotten clear and gotten shared understanding about what does success look like for each of those. So oftentimes, I’ll see plans that have that big goal, have a couple action steps, but don’t necessarily go that next step of saying, Okay, if we take this action, what do we expect is going to happen? What do we think that’s going to look like that in the way so that we can know whether we’ve had the success. So this is where you get, you know, your your performance indicators, whether that’s some of them will be, you know, quantitative, but some of them may be qualitative, some of them may be, you know, we decided we’re going to take a new approach in membership. And we’re going to work with somebody to come up with a plan around that. And so, you know, the first success item is going to be we, we have a plan. So there’ll be a variety of different things. So with that, then thinking about okay, so this is a plan over three to five years. How do we actually what are we actually going to do in the next six months, just focus on that and not try to predict what you’re doing in year three, I see a lot of people getting caught up in wasting time, trying to nail down every detail over the five year three, three to five year period. And I say just take that for next six months, that next year. And that’s where you do your implementation plan of who’s going to do what by when? I
Brandon Burton 24:56
like that. It’s hard sometimes to Do you get caught up in the big vision, the big plan and you forget that it’s the day to day actions that execute on that five year plan. So as you talk about these performance indicators, it’s probably good to review what those performance indicators are in some sort of a regular interval. Do you have any suggestions on how how often to look bad like, because you can also get caught up on the data and continually look at it and not move the needle or feel like you’re moving the needle? So what’s a? And there’s probably not a straight answer for it. But what would be your guideline to being able to check those performance indicators and see, you know, how things are trending?
Carol Hamilton 25:42
Yeah, so so the two step for me of really making a plan, integrating it into your into how you do your work, is creating that that shorter term implementation plan, but then also coming to agreement about, okay, so we’re going to check in on this at this meeting. Every you know, quarter, or every six months or every year, whatever, you have an agreement again, ahead of time of how you’re going to do that. And then to remember that the strategic plan it you know, we talk about things being living documents all the time, but somehow, in people’s head, once the board has approved it, it becomes this, like, you know, written in stone, sacred document, and it’s not, it’s a plan, things will happen that you can’t anticipate strategic planning is not about predicting the future. It’s about setting your intentions about where you want to put your energy. So you’re going to have to readjust, you’re going to So it’s that kind of balance between, we have some goals, we have some strategy, we have some structure, and we’re going to be flexible. It’s not an either or it’s a both. And so having an agreement about how you’re going to do that, and who’s going to be able to make some updates is really important as well.
Brandon Burton 26:53
Yeah, I think that pandemic taught everybody that need to be able to be flexible. It’s a plan, but we need to be able to pivot and make adjustments where needed. Yep. Yep. So that’s a great point to make. Are there other things when it comes to strategic planning pitfalls that we haven’t addressed that come to mind that we want to make sure to touch on?
Carol Hamilton 27:17
Yeah, I think, um, you know, it’s, it’s when you’re actually doing that decision making about what are you going to focus on over the next three to five years, it’s balancing, you know, we want to stretch, we want to improve, we want to grow. And we don’t want to, again, it’s kind of a different version of that long laundry wishlist. But if the if the aspirations are so beyond where the organization is, it’s also going to fall flat because it just doesn’t match the capacity. So not to just say, Okay, this is this is all we can do, because that’s all we have right now. But being realistic about where you are, and what’s going to move you forward to actually, you know, so that you have the resources to do what you want to do. So having not having those two things be decoupled. Yeah,
Brandon Burton 28:08
reminds me and I’m terrible at attributing quotes, but I’ll say the quote, you can look up whoever said it, but something to the effect that individuals underestimate what they can accomplish in 10 years, but overestimate what they can do in one year. So Oh, my God, or one week, right? Yeah, one way Yeah. You go out and you say, and this year, I’m going to do all these things. And really, it’s like, no, like, you got to eat the elephant one bite at a time. Right? Right, we’re in a 10, five, or even less strategic plan is three to five year plan. Because we see the quote unquote, failures on those smaller timelines, we don’t feel like we can shoot big because we’ve we’ve seen the smaller steps not come through, but we sell ourselves short in realizing what that cumulative effect of having those small effects has over that longer time horizon. So
Carol Hamilton 29:01
yeah, so it’s, it’s the tricky part of trying to find that Goldilocks spot of, you know, just enough stretch, and also, you know, tempered with some realism about, you know, what can we accomplish with what we have? Yeah. And then what do we need to get if we want to do you know, when we want to do more?
Brandon Burton 29:19
Absolutely. Well, Carol, as we start to wrap things up, I like asking for chambers who are listening who are interested in taking their chamber up to the next level, what kind of tip or action item might you have to share with them as they try to accomplish that goal of raising her elevating their, the level of their chamber?
Carol Hamilton 29:40
Yeah, I mean, the the tagline that I use for my podcast is, you know, people who are in the non in the nonprofit sector, who wants to do good in the world without being a martyr to the cause. And so, I think the thing that I’ve been hearing a lot from people recently is when leaders get in their own way of having the organization be overly identified with one person, and to step back and realize that it’s a group effort where it’s always a collective effort. That’s why we have organizations. And so how can you take small steps you were talking about that eating the elephant, one bite at a time to start building leadership capacity throughout your organization. So, you know, asking a staff member to share and facilitate part of a board meeting, if you do the whole thing all the time? You know, just taking small steps, what’s one thing on your to do list somebody else could do? And they could learn from it. I know, it’s easy for you to probably you could probably do it faster. And it might take a little longer to give them all the context. But I think the more we’re building leadership capacity, the the we’re also contributing to the strength of the organization long term.
Brandon Burton 30:53
Absolutely. And I think that’s such a key point to not have the organization be about one person. So it’s about relying on your board and your organization’s your ambassadors are all the different committees and different things that are involved. And I don’t know who eats elephant anyway. But well, right.
Carol Hamilton 31:13
Doesn’t mean they don’t appreciate it. And it doesn’t sound very tasty.
Brandon Burton 31:17
That’s right. Sounds tough. But I also like asking, as we look to the future of chambers of commerce, how how would you view the future of chambers and their purpose going forward?
Carol Hamilton 31:29
Well, I guess, I would hope that chambers would join me in my, my goal of trying to contribute to a world that really thrives for that really is built so that everyone can thrive without an exception. So whatever businesses can do to to contribute to helping their community thrive. And have it be you know about about all of us, versus, you know, a few people I, I would love, I would love the chamber movement to be part of that.
Brandon Burton 32:03
Yeah, I think that’s great. Carol, for listeners who might want to reach out and connect with you and learn more about your offerings, and how you might be able to help their organizations, what would be the best way for them to reach out and connect?
Carol Hamilton 32:17
So my website’s Grace social sector.com. You can find me on LinkedIn, although my name is pretty common. Carol Hamilton. So also check out mission impact. It’s on all the podcast platforms. You can find me there. So
Brandon Burton 32:35
that’s awesome. And everybody listening is listening to a podcast so they know how to find exactly so looking permission. Carol, this has been great having you on chamber chat podcast. I appreciate you setting aside some time and being with us today and bringing the value and experience from your perspective and strategic planning and helping to give these chambers that are listening to an extra boost as they go about doing that and there are organizations that really appreciate thank
Carol Hamilton 33:03
you so much. Thanks for the opportunity.
Brandon Burton 33:05
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